Morningstar's Mansueto views next horizon: rating RIAs
Company announces new forward-looking fund rating systems but how to rate advisors still has puzzling aspects
Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it
The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate
February 28, 2020 – 11:09 PM
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 – 9:49 PM
Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million
The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup
April 30, 2019 – 5:25 PM
I’m pleased to read Mansueto’s commitment to releasing a rebalancing software component to the Morningstar Office platform. It’s a needed function that will help Office catch up to its competition.
Rating RIAs will be very helpful to the growth and professionalization of the industry. This will force RIAs to take discretion on their client’s portfolios to allow Morningstar to compare their performance. All good news and hopefully the end of self reported non discretionary RIA performance!
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