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Articles tagged "HelloWallet"

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Joe Mansueto, pictured with wife Rika Yoshida at his alma mater University of Chicago, will have more time for philanthropy when he passes the CEO baton to Kunal Kapoor, in January.

How Joe Mansueto's CEO hand-off to Kunal Kapoor could be more than a succession play for Morningstar

The Morningstar CEO, 60, still owns 56% of the Chicago data firm's stock and his plan to 'read more books' needs to be examined in that light

September 9, 2016 at 6:30 PM
Matt Fellowes: You have annuity companies coming out with new tools and fund companies but there isn't a solution out there that is really different.

With a 'unicorn' as the stated objective, Morningstar hijacks its own venture founder, backs him with VC funding and sends him out into an annuity world

HelloWallet founder Matt Fellowes left his team with eyes on extracting profits from baby boomers looking to spend down their nest eggs

August 12, 2016 at 5:55 PM
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