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Financial Planning July 1, 2005 Bob Hirschfeld	News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock.
The Motley Fool May 12, 2010 Rich Duprey	Moody's Goes Rogue Ratings agency fails to disclose receipt of SEC investigation notice as CEO dumps stock.
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.
The Motley Fool July 11, 2007 Amanda B. Kish	Tips for Tracking Turnover In mutual funds, how much turnover is too much?
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.
The Motley Fool May 4, 2005 Rick Aristotle Munarriz	A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO.
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.
The Motley Fool July 15, 2004 Tim Beyers	SEC Hedges on Funds The Securities and Exchange Commission (SEC), in a hotly contested battle, chose to force more regulation on the fund industry. A new rule requires hedge funds to register.
U.S. Banker December 2004 Lee Conrad	Compliance: Hedge Fund Registration Sparks Broad Criticism The Securities and Exchange Commission's decision to register most of the estimated 8,350 hedge funds is drawing heavy criticism from the business community and some government officials.
The Motley Fool April 5, 2005	Behold the Turnover Ratio Turnover ratios can tell you a lot about your mutual funds.
The Motley Fool June 25, 2004 Tim Beyers	Fund Independence Day Yesterday, the Securities and Exchange Commission turned up the heat on the mutual fund industry by requiring that funds maintain a board of trustees that is at least 75% independent from management.
Financial Advisor November 2003 Alan Lavine	Alternate Ways To Hedge Portfolios Should you put your well-heeled clients into unregistered or registered hedge funds? Or is it better to select a mutual fund that uses hedge-fund tactics and is managed by a registered investment company?
Financial Planning February 1, 2005	News Digest Sports Consortium Launched... ERISA Training Online... Morningstar IPO Still Coming... Online Seminar Kit Available From Fidelity... etc.
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 November 15, 2005	Hedge Funds, Explained While the word "hedge" might conjure up images of investors cautiously hedging their bets, hedge funds are often extra-risky, extra-volatile investment vehicles that demand huge up-front investments, sometimes in the millions.
Registered Rep. July 15, 2009 David A. Geracioti	SEC Hits Morgan Keegan With Wells Notice A Wells notice states that the SEC intends to bring enforcement actions for possible violations of federal securities laws.
Registered Rep. December 2, 2004 John Churchill	SEC Overburdening Itself? The SEC narrowly succeeded in passing a final rule requiring hedge fund advisors to register under the Investment Adviser Act of 1940. But is the agency biting off more than it can chew?
Registered Rep. July 1, 2005 Stan Luxenberg	Killing It Softly Under departing Chairman William Donaldson, one of the SEC's most decisive actions received little attention; it recently eliminated a class of investments: stable value mutual funds.
The Motley Fool May 1, 2007 Rich Smith	Foolish Forecast: Morningstar Wars In its short life as a publicly traded company, mutual fund- (and now stocks-, too!) rater Morningstar has twice missed analyst estimates, and thrice beaten them (tying once.) Investors, here is what you can expect from its first-quarter 2007 report.
The Motley Fool July 31, 2007 Rich Smith	Foolish Forecast: Morningstar in Decline? The mutual fund rater (and now stocks, too) is set to report second-quarter earnings. Investors, here is what you can expect to see.
Entrepreneur August 2006 Jennifer Pellett	Safe Bet? What's new in the mutual fund market.
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.
The Motley Fool August 9, 2007 Rich Smith	Morningstar Explodes Morningstar's stock price is up 28% since Q2 reports last week; the asset-light business model means that even more growth is possible, and they have increased free cash flow at an impressive annualized rate.
The Motley Fool August 11, 2005 Tom Taulli	Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy.
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.
Wall Street & Technology January 5, 2005 Maria Santos	The Cost of Compliance The U.S. Securities and Exchange Commission has come under scrutiny again following the adoption of a recent rule regarding hedge funds.
The Motley Fool June 30, 2005 Tom Taulli	IPOs Quiet No More The SEC can agree on some things, such as allowing companies to say more during an offering. So, how does this help investors?
BusinessWeek October 20, 2003 Dwyer & Thornton	Mutual Funds Feel The Heat Did they feed information to hedge funds, brokers, and others?
The Motley Fool January 15, 2010 Rick Aristotle Munarriz	3 Mutual Fund Predictions for 2010 Let's sneak a peek at the future of the mutual fund industry.
Registered Rep. May 1, 2006 John Churchill	Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study.
The Motley Fool February 20, 2007 Rich Smith	Foolish Forecast: Morningstar Dawns The mutual fund and stock rater is set to report its fourth-quarter and full-year 2006 earnings results. Investors, here is what you can expect to see.
BusinessWeek November 3, 2003 Lauren Young	Mutual Funds: Skedaddle Time? Morningstar, the fund research firm, recommends selling or at least not putting new money into firms at which trading misdeeds are suspected. That includes Janus, Bank of America, Bank One, and Strong funds. Such redemptions could be costly for those who stay.
The Motley Fool March 2, 2005	Hedge Funds Explained While the word "hedge" conjures up images of investors cautiously hedging their bets, hedge funds are often extra-risky, volatile investment vehicles that demand huge upfront investments, sometimes in the millions.
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 March 1, 2012 Donald Jay Korn	First Impressions Not every planner will want to delve deeply into individual IPOs. A simpler approach to IPOs is simply to wait and see. "Waiting is prudent," Krapfel says. "You'll want to see an economic moat to keep out competitors, and you'd like to see profits."
The Motley Fool January 7, 2009 Rick Aristotle Munarriz	5 Hot IPOs in 2008 With credit markets still tight and venture capitalists still shell-shocked, going public makes sense for a lot of private companies.
Registered Rep. November 24, 2015 Debbie Carlson	Is There a Liquidity Risk in Liquid Alts? Alternative mutual funds are a fast-growing part of the investment space, pushed by asset management companies that are suffering from the larger secular shift away from active and higher-priced management toward index funds.
U.S. Banker September 2007 Lee Conrad	Oversight: Hedge Fund Transparency At Issue...Again The Securities & Exchange Commission is attempting to shine a spotlight on the most opaque of investments-hedge funds-by creating a working group in its enforcement division to combat insider trading.
Registered Rep. March 1, 2007	Blotter SEC Front Running Probe... NASD Fines Bank of America...
The Motley Fool August 27, 2010 Selena Maranjian	Don't Let Wall Street Win This Fight You can help the SEC benefit millions of individual investors.
Registered Rep. February 22, 2005 Will Leitch	SEC's Roye Out as Mutual Fund Head In a move that casts doubt on the future of mutual fund regulation, the SEC has announced that its chief mutual funds legislator, Paul Roye, will step down, effective immediately.
Registered Rep. November 6, 2014 David Armstrong	Drowning in Liquid Alts Liquid alternative funds, which seek to replicate hedge fund strategies in registered mutual fund structures, should play a substantial role in most client portfolios.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
InternetNews June 8, 2004 Kevin Newcomb	Salesforce.com Hits Bump on Road to IPO Excessive media coverage has caused the on-demand CRM provider to delay its offering, but the road to an IPO has now been cleared.
Inc. April 1, 2002 Kenneth Klee	Buy Now, Pay Later Just because you want your company to have an IPO doesn't mean you should invest in someone else's. Unless you do it like this...
Financial Planning December 1, 2007 Donald Jay Korn	Hedge Funds Redux Despite a midsummer month's nightmare, hedge funds are still pointing to successful records and raking in money.
Investment Advisor August 2006 Joseph & Barreto	Hedgeworld Hedge Fund Focus: Regulatory Limbo for Hedge Funds Experts say hedge fund advisors who registered with the Securities and Exchange Commission in response to the now-shelved hedge fund rule aren't likely to see examiners on their doorstep anytime soon.
Investment Advisor September 2007 Melanie Waddell	Hedge Funds Continue to Deregister During the past year, 732 hedge fund advisors have deregistered, according to the Investment Adviser Association and National Regulatory Services seventh annual report, Evolution/Revolution, which profiles the advisor profession.
Registered Rep. March 1, 2006 John Churchill	Blotter Good Old-Fashioned Thievery... Daytrading in Congress?... Morningstar Gets Some Stars Back... One Sheet, Two Sheet...