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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
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
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. |
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. |
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. |
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. |
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. |
The Motley Fool
September 11, 2008
Zoe Van Schyndel |
Do Fund Ratings Matter? Learn how to pick a winning fund. |
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. |
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? |
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. |
| 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
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
March 5, 2008
Mac Greer |
Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar. |
Registered Rep.
January 1, 2005
Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
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. |
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. |
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
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 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. |
Registered Rep.
June 8, 2011
Joel Greenblatt |
Anyone -- Even The Little Guy -- Can Beat the Market As most financial advisors know, the secret to successful investing is relatively simple: Figure out the value of something and then -- pay a lot less. |
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. |
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. |
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
February 2, 2007
Bill Barker |
Today's Strong Sells There's a lot more to learn about companies than their P/Es and ROEs. A more in-depth understanding of companies will give you a chance to not only equal the market's returns, but surpass them. |
The Motley Fool
June 30, 2009
Dan Caplinger |
Do These Black-Sheep Investments Deserve Your Money? Don't feel compelled to stick with a below-average fund just because it's offered by an otherwise good fund family. |
Financial Planning
March 1, 2011
Donald Jay Korn |
Going for the Gold Planners who want to sprinkle a bit of gold dust onto their clients' portfolios have many funds from which to choose. |
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. |
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. |
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. |
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. |
The Motley Fool
August 9, 2010
Amanda B. Kish |
The Key to Selecting Winning Investments A surprising factor could help determine a fund's success. |
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. |
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... |
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. |
Financial Planning
June 1, 2013
Laton McCartney |
4 Smart Mutual Fund Strategies The picks that worked as markets raced higher may not be the best choices going forward. As you look ahead, consider these ideas. |
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." |
AskMen.com
Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
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. |
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
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
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. |
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.
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. |
Registered Rep.
December 1, 2009
Stan Luxenberg |
How to Pick Outperforming Fund Managers This group of managers doesn't disappoint: Morningstar's "fund managers of the year." After winning the award, most managers go on to beat their categories. |
BusinessWeek
August 27, 2009 |
Picking Winners All of these actively managed funds get an A for stewardship from Morningstar, thanks to their top-notch management companies and fees that are below-average for their fund category |
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. |
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. |
Financial Planning
November 1, 2006
Pamela Black |
White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance. |
