News, Vision and Voice for
the Advisory Community
advertisement

Articles tagged "Morningstar"

Marie Chandoha: I like to build things.

Schwab turns the YieldPlus page the old-fashioned way -- with a whole new CSIM team
Ex-Goldman and former BlackRock star Marie Chandoha has quickly overseen Charles Schwab Investment Management's rise from Barron's #34 to top 10 -- but Morningstar wants to see more

Wednesday 2.15.12
Russel Kinnel: Sometimes there's just some key information that's not being considered in the star ratings.

Morningstar explains its new forward-looking rating system -- and tosses in some hot fund picks for good measure
The Chicago-based firm adds Gold, Silver, Bronze, Neutral and Negative ratings to its rear-view-facing constellation of stars

Wednesday 12.21.11
Bryan Olson: These funds are there to protect on the downside and there will be a lower kick on the upside in a stronger equity market.

Windhaven misses its 12-month benchmarks again but still hits asset-gathering mark
More advisors are using Schwab's ETF manager but some of them dislike the company's tactical approach

Friday 11.18.11
Aniket Ullal says ETFs don't fit well into classification systems that were originally built for mutual funds.

Startup firm bets its ETF research technology can cut out the middle man for advisors
First Bridge founder Aniket Ullal came from S&P and believes he can take on Lipper and Morningstar

Wednesday 10.26.11
Bob Veres is helping provide the practice management twist to this new conference series.

What Messrs. Bruckenstein, Drucker and Veres cooked up in a Chicago airport hotel
The pilot effort to make a T3-like event with heavy admixtures of wealth management and practice management looked good

Tuesday 10.18.11
Neal Ringquist: We're doing it from the top down through enterprises and bottom up trying to convince advisors to buy it themselves.

Long a tech innard for Schwab, LPL and TD, Advisor Software is looking to push its own brand with new product
Its new software, goalgamiPro, is able to make sense of multiple housebold balance sheets and come out with a plan

Tuesday 10.11.11
Mike Alfred: Reviews will be in line with the spirit of [compliance regulations] if not in line with the antiquated letter of the law, which was written long before the era of social media.

Brightscope to launch Yelp-like reviews, putting advisors under the consumer microscope
The iconoclastic Alfred brothers' latest innovation will give clients a voice - but experts and advisors fear compliance complications

Monday 10.3.11
Joe Mansueto: There’s a need to find the right advisor for you and to evaluate that advisor. There’s a consumer need.

Morningstar's Mansueto views next horizon: rating RIAs
Company announces new forward-looking fund rating systems but how to rate advisors still has puzzling aspects

Monday 6.13.11
Bill Gross: Buy blue chip stocks like Coca-Cola, Pepsi and Procter & Gamble.

Bill Gross wows advisors at Morningstar conference, but not with good news
The bond king slammed fixed income investments and encouraged blue chip stock investments in a hard-hitting speech

Thursday 6.9.11
Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Wednesday 5.25.11
Rob Isbitts: What we don’t know is whether the current strength is sustainable, or whether easy money from the Fed is stoking the rally, which has now produced more than a doubling of stock prices (based on the S&P 500’s value) in just over two years.

Why smart diversification and risk management are your best friends
Earnings season gave stocks a reason to rally in April; healthcare and European funds lead pack

Wednesday 5.11.11
Rob Isbitts: There's not much of an effort to get this valuable information into the hands of investors.

How capture ratios can help you prepare for the next downturn
A tool little noticed by investors can help you determine which investment style works in which market

Friday 3.25.11
Rob Isbitts: Investors tend to ignore a lot of things in the short-run, and tend to react to bad news when it reaches crisis mode.

Performance envy strikes investors as a familiar pattern sets in
Twice before -- in 1999 and 2007 -- we have seen how a strong market taints expectations

Monday 2.14.11
Rob Isbitts: Certain categories, such as Equity Precious Metals and China Region, now boast 5-year returns that make you wonder if they can maintain the pace.

Six things to know about the winners and losers in November’s market
Morningstar data: The market only eked out a gain, but some fund categories like natural resources stood out. Meanwhile, Europe stock funds got walloped.

Wednesday 12.8.10
Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report
The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says

Monday 12.6.10
Rob Isbitts' monthly review of financial market performance and trends, as told through mutual fund category performance (data supplied by Morningstar)

Market Fund-A-Mentals: After an in-your-face rally, which fund categories rise to the top?
Funds incorporating hedging strategies see a tough year so far; a group of gold-inspired funds are acting like stocks

Monday 11.8.10
Tom Lydon, editor of ETFTrends: Advisors starting to invest in ETFs trust Vanguard and likely already have a relationship with the firm.

Coming from behind, Vanguard is gobbling up ETF market share
iShares slip and a new, three-way fight for an expanding pie develops

Wednesday 9.22.10
Robert Glovsky: Advisors should be realistic about whether their clients’ can meet their goals.

Fidelity study reveals greater reliance on advisors to manage the college savings vs. nest egg vice grip
RIAs steer parents clear of the high-fee 529-plan bandwagon

Friday 9.10.10
Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

Monday 5.10.10
Michael Wilson: We are trying to cut down on the number of systems an advisor needs to use.

Review: Morningstar Office's web-based platform combines research, advisor tools
No-frills interface offers easy access to reports, benchmarking

Monday 4.26.10
Matt Abar is talking up his vision of the future at the T3 conference

T3 conference sizzles under the hot San Diego sun
RIA event is all about making expensive business decisions

Friday 2.19.10
Frederick Van Den Abbeel has made CNBC his ally in recruiting RIAs to his Florida-based custodian

Trade-PMR is elbowing its way into the RIA custody market with cheap software and expensive advertising slots
Florida custodian is opening its doors to career-changers and smaller IBD reps who want to become RIAs

Wednesday 2.10.10
Ron Fiske: You don't have to have that discussion with clients about what the right forum is to do business

9 things RIAs need to know about Fidelity's pricing moves on equities and ETFs
The trade commissions grab headlines but ETF cuts are a glimpse of the future

Wednesday 2.3.10
Paul Zettl: Conference registrations are running at double last year's rate

TD Ameritrade revs up to have the biggest three-day RIA rally in its history
Early attendance figures and a full agenda bode well for the rising custodian's 2010 National Conference

Friday 1.15.10
Reed Colley: “We’re working on some really great ideas including CRM integration, workflow analysis and advisor communities

Black Diamond green lights beta testing of BlueSky
Reed Colley is wise to not rest on his laurels, observers say

Thursday 10.29.09
Peter Hess: “It’s more affordable and it’s more of an offering.”

Outsourcing begins to catch fire at Advent Software
Hess recognizes that a new breed of advisor doesn't want the 'dirty work'

Wednesday 10.28.09
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2012:
   February
   January
2011:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2010:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2009:
   December
   November
   October
   September
   August

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (253)
Fidelity (181)
TD Ameritrade (149)
Pershing (93)
SEC (90)
LPL (82)
Merrill Lynch (67)
Advent (65)
Black Diamond (57)
FINRA (55)
HighTower (44)
Les Abromovitz (41)
Ron Rhoades (41)
Tim Welsh (40)
Brian Hamburger (39)
MarketCounsel (39)
Envestnet (37)
Focus Financial (37)
Bernie Clark (37)
Raymond James (36)
Breakaway Resources (35)
Mike Durbin (34)
UBS (33)
Tiburon Strategic Advisors (32)
Smith Barney (30)
fiduciary standard (30)
Nexus Strategy (29)
401(k) (29)
advertisement

Most Emailed Stories »

Read 
Story » Fred Reish: Before, the statement said that you should consider firing the provider but now it's very clear that it's mandated.DOL tells employers when they must fire advisors to 401(k) plansRead 
Story » Larry King: No one owns us...It's really the best of all worlds.Dynasty adds Larry King, a cornerstone advisor of legacy Smith Barney's family wealth unitRead 
Story » Frank Leto sees value in Davidson Trust though Boston Private said it had a negligible bottom line impact. Where Boston Private Financial stands after selling one of its last original acquisitions for $10.5 million Read 
Story » Marty Bicknell: There will absolutely be more deals [this year].Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bankRead 
Story » Lou Harvey: It's really going to annoy the hell out of the plan sponsors.Which three of DOL's new 401(k) rules represent the biggest land mines for financial advisors and plan sponsors