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Financial Planning
October 1, 2005
Craig L. Israelsen |
Making the Grade Does Morningstar's new stewardship ranking of a fund's ethics correlate with good performance?   |
Registered Rep.
January 1, 2005
Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
BusinessWeek
January 14, 2010
Lewis Braham |
Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority. |
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. |
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. |
Financial Advisor
April 2005
Alan Lavine |
How Corporate Governance Affects Performance Keep an eye on corporate, pension fund and mutual fund governance policies. How corporations and institutional fund portfolio managers exercise their fiduciary responsibilities may impact investment returns. |
Registered Rep.
February 1, 2011
Diana Britton |
American Funds: A Victim of Its Own Success? The mutual fund giant's fortunes seem to have turned, with sizeable outflows. |
BusinessWeek
June 13, 2005
Lauren Young |
Report Cards On Governance Morningstar and ISS both give grades on corporate governance, but their rating systems differ widely. |
The Motley Fool
April 7, 2009
Selena Maranjian |
A Surprising Trait of Outperforming Funds When you study a fund, you might want to pay attention to the aspects of the fund that the researchers found matter the most: the quality of the board of directors, and its fees. |
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. |
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 |
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 Advisor
June 2008
Mary Rowland |
Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds. |
The Motley Fool
September 11, 2008
Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
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
November 2007 |
Upgrades iShares S&P California Municipal Bond and New York Municipal Bond funds from Barclays begin trading... Morningstar releases new Stewardship Grades for more than 1,000 mutual funds... Rydex launches ETF Essentials... etc. |
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. |
Registered Rep.
March 18, 2011
Stan Luxenberg |
Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say. |
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. |
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. |
Registered Rep.
June 16, 2011
Jerry Gleeson |
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. |
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. |
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
May 4, 2005
Rick Aristotle Munarriz |
A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO. |
Registered Rep.
May 3, 2011
Diana Britton |
Rising from the Ashes: Putnam Makes Comeback With Advisors Since 2008, Putnam's assets have grown from $39.8 billion to $69 billion as of the end of March. |
Registered Rep.
May 3, 2007
Kevin Burke |
Fund Shareholders to Advisors: We Need Ya', Big Guy If you are among the mutual-fund only caste of advisors, don't lose heart: Investors really do need your advice. |
Investment Advisor
June 2006
John Rekenthaler |
In Defense of Style Boxes Style boxes are undeniably useful instruments for categorizing funds, for understanding a portfolio's positioning, and for communicating with clients. There is no reason to expect more from them. |
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. |
Registered Rep.
April 18, 2011
Diana Britton |
Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface. |
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
August 20, 2009
Selena Maranjian |
Are These Tomorrow's Top-Performing Funds? Looking for the best mutual funds? There's a new fund-rating system in town that lets you look up a fund and see its grade, from A to F, along with its standing according to four different models. |
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. |
Registered Rep.
May 1, 2006
Stan Luxenberg |
Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped? |
Financial Advisor
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." |
Financial Planning
November 1, 2006
Elizabeth O'Brien |
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. |
On Wall Street
September 1, 2011
Elizabeth Wine |
Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds. |
Investment Advisor
February 2010
Robert F. Keane |
The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification. |
Financial Advisor
February 2005 |
Advisor Emporium Securities America Offers New Portfolio Management Service... Principal Financial Adds Options to Health Savings Account (HSA) Plan... Pareto Systems Offers Customized CRM Platform... etc. |
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. |
The Motley Fool
November 9, 2007
Selena Maranjian |
Fund Fees Rising When They Should Be Falling Are you getting ripped off by your fund family? While many mutual funds are now enjoying lower operating costs, many fund companies have actually raised the annual fees they charge shareholders. |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
| Financial Advisor |
Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more... |
Registered Rep.
December 1, 2009
Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
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. |
Registered Rep.
November 1, 2005
John Downes |
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
Financial Advisor
July 2011 |
Advisor Emporium Fidelity Launches Advisors' Marketing Program... Vanguard Reduces Investment Minimums... Wells Fargo Provides Consultation Services... etc. |
Registered Rep.
April 1, 2008
Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
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. |
Investment Advisor
May 2009
Melanie Waddell |
Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing. |
