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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. |
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. |
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 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. |
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. |
Financial Planning December 1, 2006 Elizabeth O'Brien |
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. |
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. |
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 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 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. |
The Motley Fool September 27, 2010 Amanda B. Kish |
Will Your Bond Fund Blow Up? Consider the risks. |
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. |
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. |
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. |
Health May 2008 Dana Sullivan Kilroy |
Check Your Car's Safety Rating See how your car compares. |
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. |
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. |
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... |
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. |
The Motley Fool September 11, 2008 Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
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. |
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? |
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. |
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. |
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. |
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 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... |
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. |
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 |
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. |
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. |
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. |
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. 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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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? |
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. |
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. |
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? |
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. |
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? |
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. |
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. |
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. |