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Financial Advisor June 2008 Mary Rowland	Tough Lessons Ahead For ETFs An interview with Don Phillips, managing director of Morningstar, on what's happening with mutual funds.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.
Financial Planning July 1, 2012 Allan S. Roth	Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors.
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.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing.
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. 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.
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.
Registered Rep. June 28, 2010 Stan Luxenberg	Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week.
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.
The Motley Fool September 11, 2008 Zoe Van Schyndel	Do Fund Ratings Matter? Learn how to pick a winning fund.
Financial Advisor August 2006 Raymond Fazzi	Fund Returns: Theory Vs. Experience Morningstar is well known for its mutual fund star ratings, but later this year the research company will introduce another standard for assessing funds -- by measuring how much of their gains end up in investors' pockets.
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 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.
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.
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.
Financial Planning January 1, 2006 Steve Deutsch	Parallel Universes Allocations to separate accounts and mutual funds are strikingly similar, but advisers should hesitate to make returns-based conclusions, particularly when it comes to separate accounts relative to other investment vehicles.
Investment Advisor November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
Financial Advisor November 2003 Marla Brill	Advisors Divided Over Fund Scandals Some think they are isolated cases; others say their faith is being tested.
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.
Registered Rep. August 1, 2006 Stan Luxenberg	From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
The Motley Fool May 22, 2007 Amanda B. Kish	Building a Better Style Box? Meet a possible competitor to Morningstar's mutual fund classification system. Instead of measuring how assets are currently invested, a new system currently being tested by AthenaInvest studies how well a manager follows one of 10 overarching strategies.
Registered Rep. June 16, 2011 Jerry Gleeson	Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks.
Registered Rep. September 1, 2004 Stan Luxenberg	A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade.
Financial Advisor May 2004 Joel Bruckenstein	Software With A Conscience A new online service, IWF Advisor from IdealsWork Financial, may offer advisors a solution to the tricky problem of finding a cost-effective way to align a client's social agenda and financial needs.
Registered Rep. June 25, 2004 David A. Gaffen	Advisor Concern and Heated Exchanges at Morningstar Conference While most advisors interviewed at the conference were hopeful that they could weather the recent spate of mutual fund-related scandals, it doesn't mean that they, or their clients, are happy about recent events.
Investment Advisor January 2008 Mike Patton	Shining a Light on Software Our intrepid advisor kicks the tires on four applications that pick and monitor clients' investments. Morningstar Principia... Advisor Workstation... etc.
The Motley Fool July 11, 2007 Amanda B. Kish	Tips for Tracking Turnover In mutual funds, how much turnover is too much?
Registered Rep. May 1, 2006 Stan Luxenberg	Morningstar's Stars Shining Brighter Critics have long questioned the value of the Morningstar ranking system, which awards five stars to top-performing funds and one star to those in the bottom of the barrel. Has the firm's tinkering with the system helped?
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 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.
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 February 1, 2006 Bob Hirschfeld	The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities.
Registered Rep. April 1, 2008 Stan Luxenberg	Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market.
Investment Advisor March 2007 Kathleen M. McBride	From Morningstar, Select Stock Baskets Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services -- Managed Portfolios Select Stock Baskets.
Financial Planning August 1, 2010 Israelsen & Lindsley	Pay to Play? The minimum initial investment of a mutual fund represents the first pay-to-play hurdle for potential investors.
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.
Financial Advisor November 2010	Advisor Emporium News items from investment advisory firms and new fund offerings.
Financial Advisor December 2010 Andrew Gluck	Ranking Retirement Plans Two brothers have set out to make sense of the 401(k) universe with their company BrightScope using Department of Labor data.
Registered Rep. April 18, 2011 Diana Britton	Move Over Morningstar: Advisors Tout Ease of Use of Putnam's New Fund Tool Putnam Investments rolls out its new FundVisualizer, an open-architecture tool that allows advisors to research and compare over 10,000 mutual fund and ETF offerings through a web-based interface.
Financial Advisor September 2012 James Picerno	The Big Exit Deciding if it's time to hold -- or fold -- when a fund manager leaves.
Financial Advisor October 2011 Juliette Fairley	Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly.
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.
Registered Rep. March 29, 2011 Diana Britton	Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates.
The Motley Fool September 27, 2004 Rich Duprey	SEC's Spotlight on Morningstar The mutual fund information provider receives a Wells Notice over incorrect data from hedge fund Rock Canyon Top Flight.
The Motley Fool November 23, 2011 Dan Caplinger	Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers.
Financial Advisor December 2003 Jeff Schlegel	Qualified Plans Rock Through Bear Market The rising demand for advice is changing the 401(k) business.
Registered Rep. August 8, 2013 Diana Britton	Advisors Pick Winning Funds: Skill or Statistical Noise? A new study says advisors are better at predicting future fund winners, but is it skill or statistical noise?
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.