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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 5, 2008
Mac Greer
Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar. mark for My Articles similar articles
Financial Planning
December 1, 2006
Elizabeth O'Brien
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. mark for My Articles similar articles
The Motley Fool
December 2, 2009
Anand Chokkavelu
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
April 2009
Marlene Y. Satter
The Outlook: Negative, but Sound In the second half of 2008, Fitch Ratings moved its ratings outlook for most insurance regions and sectors globally to negative. mark for My Articles similar articles
The Motley Fool
September 27, 2010
Amanda B. Kish
Will Your Bond Fund Blow Up? Consider the risks. mark for My Articles similar articles
HBS Working Knowledge
August 31, 2009
Martha Lagace
Why Competition May Not Improve Credit Rating Agencies Competition in credit ratings forces raters to favor issuers. This is contrary to the interest of those who rely on ratings to make investment decisions or to regulate. mark for My Articles similar articles
Registered Rep.
May 17, 2011
Alan Lavine
For Good Insurance, Get a Financially Sound Insurer The near collapse of the financial system in 2008 and 2009 makes it prudent to recommend the financially soundest insurance companies -- even though their premiums may be higher than those of lower-rated competitors. mark for My Articles similar articles
The Motley Fool
September 2, 2009
Selena Maranjian
Funds Closing -- a Good Sign, Oddly Enough We might be a little sad that the trend toward funds' reopening appears to be reversing itself. But it's actually a good thing. mark for My Articles similar articles
Health
May 2008
Dana Sullivan Kilroy
Check Your Car's Safety Rating See how your car compares. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2010
Broker/Dealer News New developments from The Insured Retirement Institute, Morningstar, and Financial Research Corp.: Insured Retirement Institute praises Mary Shapiro... Morningstar's new credit ratings... New study from Financial Research Corp... mark for My Articles similar articles
Technology Research News
July 2, 2003
Kimberly Patch
Recommenders can skew results Just how accurate are the recommender systems online media sellers use to allow buyers to pass on their judgments about books, movies and CDs to their fellow consumers? Researchers have shown that the way recommender systems are set up can affect the opinions they evoke. mark for My Articles similar articles
The Motley Fool
September 11, 2008
Zoe Van Schyndel
Do Fund Ratings Matter? Learn how to pick a winning fund. mark for My Articles similar articles
Managed Care
August 2005
Credit Ratings Look Rosy for Rest of 2005 Standard & Poor's expects the health insurance industry sector to continue to improve its credit rating in the second half of the year. mark for My Articles similar articles
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? mark for My Articles similar articles
The Motley Fool
December 20, 2007
Dan Caplinger
The Ratings Game The companies that rate bonds look at several factors in rating fixed-income securities. Learn how these ratings work, and don't buy without knowing the facts. mark for My Articles similar articles
Registered Rep.
March 18, 2011
Stan Luxenberg
Should You Pay Attention to Morningstar's Mutual Fund Star Ratings? The stars are based on risk-adjusted past performance, and the past doesn't necessarily predict the future, the advisors say. mark for My Articles similar articles
Registered Rep.
October 8, 2002
Rick Weinberg
Brokerage Firms Continued Recommending Floundering Companies: Weiss Survey A surprising 74% of the 62 brokerage firms that follow companies that filed for bankruptcy protection between May 1 and Aug. 31 continued to recommend those companies to investors even as they were seeking protection. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor Advisor Emporium Morningstar Launches Bond Rating System... Lord Abbett Launches Advisor Web Site... Sigma Financial Streamlines Case Planning... Fidelity Cuts College Savings Fees... Barclays Introduces Indian Fund... more... mark for My Articles similar articles
The Motley Fool
October 13, 2009
Dan Caplinger
Beat the Odds With These 3 Low-Risk Investments Most actively managed funds do badly, but there are some winners. mark for My Articles similar articles
BusinessWeek
April 21, 2011
Charlie Rose
Charlie Rose Talks to S&P's David Beers Standard & Poor's startled world markets this week by lowering its outlook on U.S. debt to "negative." Its sovereign-ratings chief defends the move mark for My Articles similar articles
Registered Rep.
January 28, 2003
Weiss Study: Analyst Community Still a "Sell" Out A study of the ratings systems at 30 brokerage firms showed significant improvement in their identification of companies heading into bankruptcy. On the down side, though, a surprising number continue to recommend companies right up to the day they file for Chapter 11. mark for My Articles similar articles
Financial Planning
June 1, 2006
Marshall Eckblad
Industry New Products Alternatives: The American Stock Exchange and Victoria Bay Asset Management have listed the first crude oil-based fund... Platinum Partner Program... Insurance: Highmark Blue Cross Blue Shield has introduced CareDirections Simplicity, LTC insurance... etc. mark for My Articles similar articles
The Motley Fool
July 28, 2008
Rich Duprey
When Good Isn't Good Enough A new study shows that good corporate governance scores don't really help predict trouble. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
November 1, 2005
John Downes
Seeing Tomorrow Clients probably know how hard it is to pick outperforming stocks. What they may not fully grasp is how hard it is to choose a winning mutual fund or separate account manager. Advisors would be wise to keep up on the latest tools, since the retail set is far more sophisticated than ever. mark for My Articles similar articles
The Motley Fool
November 29, 2007
Dan Caplinger
One-Stop Fund Shopping Large fund families aim to make it easy for investors to diversify their portfolios across several asset classes. Read on to see how using fund families can simplify your mutual fund investing. mark for My Articles similar articles
The Motley Fool
May 26, 2009
Morgan Housel
The Most Powerful Companies in the World Allowing one company's actions to have so much influence over the economy is terribly dangerous and never should have happened. But it is still happening, with ratings agencies. mark for My Articles similar articles
The Motley Fool
June 4, 2010
Anand Chokkavelu
Buffett, the Rating Agencies, and a Possible Opportunity Warren Buffett discusses the rating agencies and suggests a company that may be coming to eat their lunch. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
June 2, 2006
Selena Maranjian
Beware: Some Top Mutual Funds Stink Some five-star funds have a few stars too many. Choose carefully. mark for My Articles similar articles
The Motley Fool
November 29, 2007
Saibal Saha
Is Wall Street Out to Get You? Studies show some questionable practices continue at the top investment banking firms. mark for My Articles similar articles
Financial Advisor
April 2005
Alan Lavine
How Corporate Governance Affects Performance Keep an eye on corporate, pension fund and mutual fund governance policies. How corporations and institutional fund portfolio managers exercise their fiduciary responsibilities may impact investment returns. mark for My Articles similar articles
The Motley Fool
May 3, 2010
Nick Kapur
Why Do We Still Listen to the Ratings Agencies? How can investors put their faith back into the very institutions that have, at least partially, created the great financial collapse? mark for My Articles similar articles
Financial Planning
October 1, 2006
Joshua M. Kaplan
Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation. mark for My Articles similar articles
The Motley Fool
September 23, 2010
Amanda B. Kish
No Starring Role for This Investment Not all exchange-traded funds are created equal. In fact, some, like leveraged and inverse leveraged funds, may offer more distractions than true benefits to investors. mark for My Articles similar articles
The Motley Fool
September 6, 2011
Becca Lipman
Investing 101: Predictive Analysts Expect These Utility Stocks to Outperform Interested in utility stocks with good prospects? mark for My Articles similar articles
The Motley Fool
September 28, 2007
Amanda B. Kish
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. mark for My Articles similar articles
The Motley Fool
February 19, 2008
Rich Smith
Foolish Forecast: Morningstar Rises After beating estimates in each of the last two quarters, will Morningstar make it three in a row? mark for My Articles similar articles
The Motley Fool
June 28, 2011
Amanda B. Kish
Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager. mark for My Articles similar articles
The Motley Fool
February 8, 2008
Morgan Housel
The Moody's Blues Debt-ratings agency Moody's watches its earnings and reputation erode, as the once-lucrative business of rating batches of collateralized debt obligations has begun to sour. mark for My Articles similar articles
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. mark for My Articles similar articles