
Morningstar CEO: Advisors face AI squeeze, PE funds must clean up fees
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Morningstar CEO Kunal Kapoor joins This Week in Wealth for a special episode, recorded live at the Morningstar Investment Conference in Chicago on June 17.
Ian, Alex, and Kunal discuss Morningstar’s relationship with RIAs, what the march of AI might mean for advisors (and their fees), how the research firm is approaching private markets (both analytically and commercially), and—most importantly—who will win the World Cup.
Ian, Alex, and Kunal discuss Morningstar’s relationship with RIAs, what the march of AI might mean for advisors (and their fees), how the research firm is approaching private markets (both analytically and commercially), and—most importantly—who will win the World Cup.

