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Financial Advisor
January 2006 |
Frontline News Independent Threat To Wirehouses Mushrooms... Seven Million Americans Working After Retirement... Retirement Income Association Is Formed... Most Americans Don't Know Investment Basics, Study Finds... 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. |
Financial Planning
September 1, 2005
Robert Hertzberg |
At Ibbotson, a Fresh Ambition 401(k) advice is a new but not risk-free direction for a firm known as a specialist in asset allocation. |
Investment Advisor
April 2010
James J. Green |
Ibbotson Says Asset Allocation and Diversification Held Up While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ. |
Financial Planning
June 1, 2010
David E. Adler |
Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think. |
The Motley Fool
May 7, 2008
Rich Smith |
Morningstar Blazes a New Trail Some might say that Morningstar is straying from its roots -- and that's a good thing. |
Investment Advisor
August 2006
Kathleen M. Mcbride |
News: Ibbotson on Asset Allocation Here Roger Ibbotson, chairman and CEO of hedge fund Zebra Capital Management, discusses how advisors can guide their clients to retirement portfolio allocations that fund longer retirements, as well as keep them comfortable when markets gyrate. |
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. |
Registered Rep.
July 1, 2005
Stan Luxenberg |
New Rivals Are investment research firms, such as Morningstar and Ibbotson Associates, now rivals to registered reps? |
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. |
Investment Advisor
June 2008
Melanie Waddell |
Retirement Planning at Envestnet The former president of Ibbotson plans 401(k) advice platform for Envestnet Asset Management's newly established Retirement Services Group. |
Financial Advisor
April 2006 |
Frontline News Roth 401(k) Plans Off To Slow Start... Schwab To Present Awards... Paying Tuition In Advance Is Not A Gift, IRS Rules Again... 401(k)s: Participation And Contribution Rates Are Down... etc. |
The Motley Fool
July 28, 2007
Elizabeth Brokamp |
The Magic Number for Your Retirement The truth about how much you need to save for retirement. |
The Motley Fool
August 4, 2008
Rich Smith |
Morningstar Shines On Let's break down Morningstar's quarterly report and take a look at how all three of their segment's fared individually. |
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. |
Financial Planning
March 1, 2006
Marshall Eckblad |
White Paper: Hedging Human Capital A new study concludes human capital and life insurance are two correlated pieces of any good portfolio. |
The Motley Fool
May 7, 2007
Rich Smith |
What's the Story, Morning Glory? Morningstar dawned dimly on Wall Street recently, with an earnings report that sent shares tumbling 3%. But was the news really all that bad? |
Real Estate Portfolio
Nov/Dec 2004
Art Gering |
A Perfect Fit Over time, REITs have proven to be the missing piece for building a well-diversified portfolio. |
Financial Advisor
August 2007 |
Frontline News Deal Activity Picks Up... St. Louis A Financial Hub?... Assets Getting Stale In Old Accounts... Ibbotson Patents Portfolio Concept Tied To Human Capital... etc. |
CFO
May 1, 2003
Roy Harris |
Security Blanket Management options for 401(k) investments protect both participants and sponsors. |
Financial Advisor
August 2010
Joel P. Bruckenstein |
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." |
Investment Advisor
December 2006 |
News & Products Morningstar has introduced Morningstar Retirement Income Strategist... JPMorgan Retirement Services said that it planned to acquire Chicago-based CCA Strategies LLC... etc. |
The Motley Fool
February 27, 2007
Rich Smith |
Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater. |
Registered Rep.
October 22, 2002
Rick Weinberg |
Merrill to Reps: Go Get 401(k) Business Merrill Lynch advisors are now going to offer participants in Merrill-run retirement plans specific buy and sell recommendations. Indeed, participants may elect to turn over all investment decisions to Merrill advisors. |
Financial Planning
December 1, 2005
Joel P. Bruckenstein |
The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio... |
Financial Planning
August 1, 2006
Elizabeth O'Brien |
Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager. |
The Motley Fool
October 29, 2008
Rich Smith |
Foolish Forecast: A Glimmer From Morningstar In advance of earnings, analysts wonder if Morningstar will beat their estimates for the third time in a row. |
Financial Advisor
December 2003
Jeff Schlegel |
Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business. |
Investment Advisor
February 2010
Robert F. Keane |
The Green Advisor: Adding ESG to Asset Allocation New portfolios aim to help advisors align values and diversification. |
Investment Advisor
October 2009
Elizabeth D. Festa |
More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc. |
Financial Planning
December 1, 2009
Donna Mitchell |
NY Life Woos RIAs Michael Gordon has plans to turn around New York Life's RIA division, 800-advisor Eagle Strategies of Bedford, Texas. |
Real Estate Portfolio
May/Jun 2001
Warren E. Spieker |
REITs Continue to Shine in 2001 Despite the overall equity market's troubles, REITs continue to buck the trend, posting slight gains through March 31... |
Financial Advisor
March 2004
David J. Drucker |
Morningstar's Workstation Gets More Power The new version will take a dramatic step by offering CRM capabilities. |
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. |
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. |
Financial Advisor
March 2006 |
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc. |
BusinessWeek
June 26, 2006
Lauren Young |
Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in. |
BusinessWeek
June 13, 2005
Lauren Young |
Report Cards On Governance Morningstar and ISS both give grades on corporate governance, but their rating systems differ widely. |
Registered Rep.
April 6, 2007
Kristen French |
The Cost Of Retirement Ibbotson Associates released its own savings guidelines for typical investors with different ages, income levels and initial accumulated wealth. These recommendations won't surprise financial advisors, but might help inspire profligate clients. |
Investment Advisor
August 2010
Marlene Y. Satter |
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. |
The Motley Fool
June 14, 2011
Amanda B. Kish |
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. |
Financial Advisor
April 2009 |
Advisor Emporium Products of interest to advisors: AdviceAmerica launches ClientVision Web-based client relationship management tool... Genworth Financial Investment Services is launches fee-based, money management platform, Managed Wealth ADVANTAGE... etc. |
Financial Planning
August 1, 2006
Joel Bruckenstein |
An Explosion of Enhancements Financial advisers have lacked adequate tools to help clients get the story on retirement distribution planning. But now, a number of software providers have developed enhancements for existing programs that are targeted squarely at this burgeoning market. |
The Motley Fool
November 25, 2008
Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Investment Advisor
August 2007 |
Changes Morningstar, Inc. announced that Kunal Kapoor, has been named president of Morningstar Investment Services... MassMutual has appointed two senior executives to the position of co-chief operating officer... etc. |
The Motley Fool
November 4, 2008
Rich Smith |
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. |
Financial Advisor
March 2007 |
Frontline News New Firm To Invest In Advisory Businesses... Morningstar Launches SMAs... Americans Tops In Retirement Saving... Focus Unveils Major Acquisitions... National Financial Had Record-Setting Year... etc. |
Financial Planning
February 1, 2005 |
News Digest Sports Consortium Launched... ERISA Training Online... Morningstar IPO Still Coming... Online Seminar Kit Available From Fidelity... etc. |
Investment Advisor
August 2009
Melanie Waddell |
Retirement Planning: What's Next For Target Date Funds? The global financial crisis has shown that target date funds have shortcomings. What should become of them? |
Investment Advisor
November 2006 |
Changes TIAA-CREF announced the election of Forrest Berkley to the CREF Board of Trustees... Morningstar, Inc. announced the appointment of Liz Michaels, Michele Gambera, James Xiong, and Bo Yuan to the senior management and research teams at Ibbotson Associates... etc. |
