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The Motley Fool September 27, 2004 Rich Duprey	SEC's Spotlight on Morningstar The mutual fund information provider receives a Wells Notice over incorrect data from hedge fund Rock Canyon Top Flight.
The Motley Fool May 7, 2008 Rich Smith	Morningstar Blazes a New Trail Some might say that Morningstar is straying from its roots -- and that's a good thing.
Investment Advisor April 2007 Robert F. Keane	Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash.
The Motley Fool December 2, 2009 Anand Chokkavelu	Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business.
The Motley Fool May 4, 2005 Rick Aristotle Munarriz	A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO.
The Motley Fool August 11, 2005 Tom Taulli	Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy.
Registered Rep. July 30, 2003 Will Leitch	SIA Says "Me Too" on Sales Fee Investigations Amid the brewing investigations into mutual fund sales practices, the Securities Industry Association came out last week in support of the new Joint NASD/Industry Task Force.
Financial Planning February 1, 2005	News Digest Sports Consortium Launched... ERISA Training Online... Morningstar IPO Still Coming... Online Seminar Kit Available From Fidelity... etc.
The Motley Fool February 27, 2007 Rich Smith	Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater.
Registered Rep. July 6, 2006 Kevin Burke	Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar.
The Motley Fool February 20, 2007 Rich Smith	Foolish Forecast: Morningstar Dawns The mutual fund and stock rater is set to report its fourth-quarter and full-year 2006 earnings results. Investors, here is what you can expect to see.
The Motley Fool December 12, 2005 Rick Aristotle Munarriz	Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note.
The Motley Fool October 31, 2007 Rich Smith	Foolish Forecast: Will Morningstar Miss? In advance of earnings reports, analysts expect mutual fund rater Morningstar to turn in sales and earnings increases.
The Motley Fool March 5, 2008 Mac Greer	Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar.
Investment Advisor August 2010 Marlene Y. Satter	Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans.
The Motley Fool October 29, 2008 Rich Smith	Foolish Forecast: A Glimmer From Morningstar In advance of earnings, analysts wonder if Morningstar will beat their estimates for the third time in a row.
Financial Planning June 1, 2010 Ilana Polyak	Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios.
InternetNews July 26, 2004 Erin Joyce	Google Sets IPO Price Range Plus, it sets some more rules for its unique auction IPO process for the long-anticipated IPO.
Financial Advisor January 2005 Alan Lavine	Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself.
The Motley Fool June 25, 2004 Tim Beyers	Fund Independence Day Yesterday, the Securities and Exchange Commission turned up the heat on the mutual fund industry by requiring that funds maintain a board of trustees that is at least 75% independent from management.
Financial Planning February 1, 2006 Bob Hirschfeld	The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities.
The Motley Fool November 4, 2008 Rich Smith	Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily.
The Motley Fool January 15, 2010 Rick Aristotle Munarriz	3 Mutual Fund Predictions for 2010 Let's sneak a peek at the future of the mutual fund industry.
The Motley Fool July 31, 2007 Rich Smith	Foolish Forecast: Morningstar in Decline? The mutual fund rater (and now stocks, too) is set to report second-quarter earnings. Investors, here is what you can expect to see.
The Motley Fool August 4, 2008 Rich Smith	Morningstar Shines On Let's break down Morningstar's quarterly report and take a look at how all three of their segment's fared individually.
The Motley Fool June 14, 2011 Amanda B. Kish	A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world.
Registered Rep. May 1, 2006 John Churchill	Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study.
BusinessWeek November 3, 2003 Lauren Young	Mutual Funds: Skedaddle Time? Morningstar, the fund research firm, recommends selling or at least not putting new money into firms at which trading misdeeds are suspected. That includes Janus, Bank of America, Bank One, and Strong funds. Such redemptions could be costly for those who stay.
The Motley Fool May 1, 2007 Rich Smith	Foolish Forecast: Morningstar Wars In its short life as a publicly traded company, mutual fund- (and now stocks-, too!) rater Morningstar has twice missed analyst estimates, and thrice beaten them (tying once.) Investors, here is what you can expect from its first-quarter 2007 report.
CFO January 30, 2004 Tim Reason	Cheese It, the States! Corporate wrong-doers are finding state cops more aggressive than the feds.
InternetNews April 30, 2004 Susan Kuchinskas	172 Pages... and Questions Remain The nuts and bolts of Google's celebrated IPO are missing from SEC filing.
Registered Rep. March 1, 2007	Blotter SEC Front Running Probe... NASD Fines Bank of America...
Registered Rep. March 1, 2006 John Churchill	Blotter Good Old-Fashioned Thievery... Daytrading in Congress?... Morningstar Gets Some Stars Back... One Sheet, Two Sheet...
The Motley Fool November 23, 2011 Dan Caplinger	Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers.
Entrepreneur April 2007 Scott Bernard Nelson	Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research.
Financial Planning July 1, 2012 Allan S. Roth	Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors.
Financial Planning August 1, 2006 Elizabeth O'Brien	Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager.
Registered Rep. October 1, 2006 John Churchill	Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith.
The Motley Fool January 4, 2010 Rick Aristotle Munarriz	Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March.
BusinessWeek October 20, 2003 Dwyer & Thornton	Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others?
The Motley Fool August 9, 2007 Rich Smith	Morningstar Explodes Morningstar's stock price is up 28% since Q2 reports last week; the asset-light business model means that even more growth is possible, and they have increased free cash flow at an impressive annualized rate.
Investment Advisor September 2008 Melanie Waddell	SEC, DOL to Share Data The SEC and Department of Labor agree to share information on retirement and investments in an effort to protect the $5.8 trillion in retirement assets of American workers.
Investment Advisor January 2010	Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp...
Registered Rep. June 1, 2012 Diana Britton	Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
Investment Advisor October 2009 Elizabeth D. Festa	More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc.
BusinessWeek July 28, 2003 Borrus & McNamee	States vs. the SEC: What's All the Shouting for? On the surface, it looks like the fragile alliance between state and federal securities cops is crumbling. There's more -- and less -- going on here than meets the eye.
The Motley Fool April 2, 2004 Shannon Zimmerman	SEC: Toothless No More? Is the SEC getting serious about fund industry reform?
The Motley Fool August 27, 2010 Selena Maranjian	Don't Let Wall Street Win This Fight You can help the SEC benefit millions of individual investors.
Financial Advisor January 2004 Jay Gould	Washed Up On The Banks Of Denial The SEC has changed its policies regarding anti-fraud consent injunctions. How should investment advisors react?