Articles tagged "Morningstar"
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Brightscope lets advisors get basic entry to its Advisor Pages for free, talks Morningstar deal and pencils in an IPO for about 2017
After two years, less than 1,000 advisors paid for the website and BrightScope hopes free is a better price-point for some
December 12, 2013 at 7:20 AM
Fidelity teams with Goldman Sachs as part of big push into alternative investments on behalf of RIAs
The Boston giant's resolute move is a 'blue-ocean' strategy that may give it an edge with advisors looking for a one-stop, one-statement approach to AI management
November 1, 2013 at 4:50 PM
A departing NestWise advisor tells what he learned from the whole experience
Andrew Ghezzi's experience with the mass-market, online entity was a pleasant surprise, but it was troubling that he was winning clients largely in proportion to their physical proximity to Boston
October 29, 2013 at 4:57 PM
Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs
Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply
October 1, 2013 at 5:12 AM
After 'a lot of flak' Fidelity Investments does a study and pledges to change how it manages its $170 billion of target date funds
The Boston giant announces findings to justify its surprising embrace of stocks but skeptics say Fidelity is under pressure to conform with rivals T. Rowe Price and Vanguard Group
September 27, 2013 at 4:56 AM
Morningstar takes a big stake in a startup gunning to be the Bloomberg for RIAs
Flush with $8 million in VC dollars, YCharts is betting that its data feed and content can challenge the Bloomberg behemoth by filling a hole for wealth and hedge fund managers
August 13, 2013 at 5:35 AM
John Bogle tells the Morningstar crowd just why Vanguard Group has a 'problem' -- and it starts with his dogged criticism
The outspoken sage is outraged that his old company sells funds with 'Wonder Bread' sales tactics while holding itself out as the low-cost choice
June 14, 2013 at 5:25 PM
Why Schwab handed Facebook and Apple 'F' ratings -- and why advisors seem unfazed
Clients may be perturbed by the flunking grades meted out to the popular Silicon Valley firms even as some RIAs discount the data as 'backward-looking'
January 21, 2013 at 2:53 AM
The case for Chicago as an epicenter of the RIA world
The rise of registered investment advisors here means the city, once viewed as a very secondary financial center to New York and the Bay Area, is coming into its own in a big way
December 11, 2012 at 6:05 AM
The 4 biggest investment performance myths -- and how they can torpedo advisor-client trust
How to sidestep Wall Street mythology and give clients a clarified perspective on the ups and downs of their investments
July 2, 2012 at 4:24 PM
Morningstar gives advisors a glimpse of fees RIAs are charging clients using PriceMetrix data
Price histories of 20,000 advisors are now at the fingertips of many Advisor Workstation users
April 2, 2012 at 3:44 PM
Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest
Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75
March 13, 2012 at 4:09 AM
How Russell is faring since joining the competitive ETF party with an all-star ex-Barclays crew
The team is offering two dozen enhanced ETF offerings, hoping to gain traction with advisors in an increasingly competitive market
February 27, 2012 at 5:01 AM
Schwab turns the YieldPlus page the old-fashioned way -- with a whole new CSIM team
Ex-Goldman and former BlackRock star Marie Chandoha has quickly overseen Charles Schwab Investment Management's rise from Barron's #34 to top 10 -- but Morningstar wants to see more
February 15, 2012 at 3:36 PM
Morningstar explains its new forward-looking rating system -- and tosses in some hot fund picks for good measure
The Chicago-based firm adds Gold, Silver, Bronze, Neutral and Negative ratings to its rear-view-facing constellation of stars
