Shares of investment research firm Morningstar (NASDAQ:MORN) jumped 4.4% in the afternoon session after the company launched ...

Launch of Direct AI follows a model portfolio tie-up with Envestnet as advisors juggle AI adoption and private-market due ...

Morningstar, Inc., a leading provider of independent investment insights, today launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Live today for ...

Morningstar, Inc. launched Morningstar Direct AI, a reimagined, agentic software experience for its flagship platform. Direct AI is designed to allow investment professionals to uncover insights, ...

Morningstar Launches Direct AI, an Agentic Platform Built on Independent Insights. The transformed Morningstar Direct experience includes an all-new interface and purpose-built ag ...

Morningstar has appointed Scott Brown as President of its Direct Platform business, effective March 2, 2026. In this role, Brown will lead the company’s largest business segment and a central growth ...

The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals ...

What I’ve always found great about Morningstar is the ability to pull mass amounts of data…and the ability to customize your reports for large quantities of data. Rob Gee is the head of investment ...