Articles tagged "Morningstar"


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Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number

In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.

August 17, 2018 — 8:51 PM UTC

Morningstar makes tough choice in shedding a 'fiduciary' division -- perhaps to avoid a conflict

Once primarily a 'research' firm, now more of a 'data' firm, the Chicago-based firm was discordant selling 15(c) board consulting services and sell data into the same market, say experts

January 9, 2018 — 8:44 PM UTC

How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head

Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low

December 19, 2017 — 8:12 PM UTC

Publicly traded 'RIA' stocks are having a banner 2017

Wall Street is loving shares of Schwab, Envestnet, Morningstar and LPL

December 8, 2017 — 12:28 AM UTC

PIMCO's institutionalize-Bill-Gross effort culminates after three years in price hikes tempered by ETF migraines and fee cuts

The Newport Beach, Calif.-based manager notably jacks up charge for PIMCO Income Fund after it soars to $92 billion, which slowed its asset flows not at all as it zoomed past $100 billion

December 4, 2017 — 8:31 PM UTC

Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show

Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too

September 13, 2017 — 5:26 PM UTC

Sallie Krawcheck astonishes industry observers by raising another $32.5 million for her robo-advisor -- perhaps on strength of 'unit economics'

Ellevest still has AUM in the $25-million range of a rookie LPL rep but venture angels may be rewarding the 13,000% jump in account count

September 7, 2017 — 9:25 PM UTC

Charles Schwab & Co.'s vertical play to monopolize ETF market -- to be its low-cost maker, distributor and manager -- diesels ahead as ETF OneSource grows again

San Francisco giant executes macro strategy to underprice Vanguard, get paid big bucks to sell third-party funds for free, sell ETF portfolios gratis in its industry-leading robo-advisor and keep custody of $1.4T of RIA assets fast-converting to ETFs

July 14, 2017 — 8:51 PM UTC

How BlackRock stopped Vanguard from devouring ETF market share by pleasing RIAs -- but how that strategy could endanger iShare profit margins in the long run

The $5 trillion iShares-maker scores with low, low-priced 'non-Core' ETFs that don't cannibalize high-margin Core iShare products but the liquidity of the cheapo funds could be a problem

May 8, 2017 — 7:50 PM UTC

Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance

The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi

May 4, 2017 — 3:17 AM UTC

RIA lobby fires off letter to DOL claiming rules aimed at reining in overzealous stockbroker sales pitches chill RIA conversations with their prospects

The IAA's letter to the Labor Department asks that RIAs not get entangled in rules designed to prevent stockbrokers from making misleading pitches

April 20, 2017 — 5:16 PM UTC

Why ProShares yanked ETFs from Schwab's no-commission OneSource ETF exchange

The fund firm puts faith in the drawing power of its own brand -- and saves more than $2 million

April 3, 2017 — 7:04 PM UTC

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

March 22, 2017 — 8:15 PM UTC

The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing

Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse

February 28, 2017 — 2:31 AM UTC

Will Bond King's plebeian returns in 2016 encourage a thawing of cold war with Morningstar?

DoubleLine's Jeffrey Gundlach still allows the Chicago fund researcher no interviews or due diligence but some fact checks and receives praise -- faint -- in return

December 22, 2016 — 8:09 PM UTC