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Financial Planning
September 1, 2007
Marshall Eckblad |
On the Job The Financial Planning Association in Denver has named attorney Daniel Barry as director of government relations... First Allied Securities in San Diego has hired Keith Gregg... Morningstar in Chicago appoints Kunal Kapoor as president of Investment Services division... etc.   |
Investment Advisor
April 2007 |
Changes-April 2007 New York Life Insurance Company announced that Christopher Blunt was appointed senior VP and COO... Jonathan Spector, vice dean of The Wharton School at the University of Pennsylvania, was named president and CEO of The Conference Board... etc. |
Insurance & Technology
January 4, 2010
Anthony O'Donnell |
Crandall Takes on MassMutual CEO Role Roger W. Crandall, who joined MassMutual in 1988, succeeds Stuart H. Reese, who will serve as non-executive chairman of the board of directors. |
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
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
December 12, 2005
Rick Aristotle Munarriz |
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. |
The Motley Fool
November 4, 2008
Rich Smith |
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. |
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
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. |
Insurance & Technology
April 5, 2010
Anthony O'Donnell |
MassMutual CIO Casale Made EVP The Springfield, Massachusetts-based carrier cites Casale's leadership in the implementation a streamlined, efficient organizational structure. |
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
May 7, 2007
Rich Smith |
What's the Story, Morning Glory? Morningstar dawned dimly on Wall Street recently, with an earnings report that sent shares tumbling 3%. But was the news really all that bad? |
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
August 11, 2005
Tom Taulli |
Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy. |
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. |
CIO
May 4, 2009 |
The Judges of the 2009 Ones to Watch Awards Introducing the esteemed panel of judges, drawn from the ranks of the CIO Executive Council, who judged the 2009 awards. |
Financial Planning
July 1, 2005
Bob Hirschfeld |
News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock. |
Financial Advisor
September 2005 |
A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc. |
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. |
BusinessWeek
August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
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. |
Insurance & Technology
November 26, 2003 |
Executive News Zurich North America named Donna Galer executive VP... MassMutual Financial Group promoted Andrew Oleksiw and Toby J. Slodden... GE Commercial Insurance has appointed Brian Jones to serve as claims leader... etc. |
The Motley Fool
February 19, 2008
Rich Smith |
Foolish Forecast: Morningstar Rises After beating estimates in each of the last two quarters, will Morningstar make it three in a row? |
Investment Advisor
March 2007
Kathleen M. McBride |
From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets. |
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. |
Insurance & Technology
November 15, 2006 |
Executive News The Hartford Promotes Gallant... ACORD Taps Bharal... Insurity's Markland... MassMutual SVP... etc. |
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 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. |
Insurance & Technology
July 1, 2008
Nathan Conz |
Lucido Named Chief Compliance Officer at MassMutual Bradley J. Lucido was named by MassMutual to succeed the retiring Margaret Sperry as senior vice president and chief compliance officer. |
The Motley Fool
February 24, 2009
Rich Smith |
The $2 Stock You Cannot Afford to Own Two companies whose fortunes are tied in part to the media market report their earnings. Let's compare Morningstar and TheStreet.com. |
Financial Advisor
January 2006 |
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... etc. |
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 4, 2005
Rick Aristotle Munarriz |
A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO. |
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. |
