Search for: "Morningstar, Inc."
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26 Apr 2018, 3:59 am
“This is potentially a major change to how the SEC thinks about regulating the conduct of financial advisors,” said Aron Szapiro, director of public policy research for investment research firm Morningstar Inc., in April 19 commentary. [read post]
26 Apr 2018, 3:59 am
“This is potentially a major change to how the SEC thinks about regulating the conduct of financial advisors,” said Aron Szapiro, director of public policy research for investment research firm Morningstar Inc., in April 19 commentary. [read post]
22 Dec 2017, 6:07 am
Maria Glover (Georgetown University), on Wednesday, December 20, 2017 Tags: Class actions, Fraud-on-the-Market, Securities enforcement, Securities litigation, Supreme Court Meaningful Limits on Director Pay Posted by Dan Marcec, Equilar Inc., on Wednesday, December 20, 2017 Tags: Boards of Directors, Compensation disclosure, Director compensation, ISS, Proxy advisors, Shareholder suits, Shareholder voting Passive… [read post]
21 Dec 2017, 6:12 am
Posted by Hortense Bioy, Jose Garcia-Zarate, and Alex Bryan, Morningstar, Inc., on Thursday, December 21, 2017 Editor's Note: This post is based on a Morningstar report by Hortense Bioy, Jose Garcia-Zarate, Alex Bryan, Jackie Choy, and Ben Johnson. [read post]
26 Sep 2017, 9:01 pm
(Morningstar) and two subsidiaries of Prudential Financial Inc (Prudential). [read post]
13 Jun 2017, 6:13 am
I took a seven-year break from libraries to work at Morningstar, Inc., but am now back in the library field at the National Agricultural Library (NAL). [read post]
19 May 2017, 3:00 am
I did a quick look at the top holdings of RGAFX and CHTVX from our portfolio and sure enough Alphabet, Inc. [read post]
19 May 2017, 3:00 am
I did a quick look at the top holdings of RGAFX and CHTVX from our portfolio and sure enough Alphabet, Inc. [read post]
13 Jun 2016, 5:31 am
MBBP Client InvestSoft Technology, a provider of innovative software solutions designed to streamline workflow, reduce risk and harness the value of data throughout an organization, was acquired by Morningstar, Inc. [read post]
3 Apr 2016, 10:00 pm
Impossible Foods Inc. [read post]
23 Mar 2016, 7:32 pm
The news release published by Morningstar Inc. includes details on so-called visuals: “Signs, posters and leaflets that read ‘Are You Eating Dirty Tomatoes? [read post]
14 Mar 2016, 6:18 am
Some other allegations against him include: using aliases to provide the illusion that EquityStar was larger than a one-man firm; providing false data to Morningstar Inc. to receive a five-star rating; and distributing false advertising materials.Neither Zoernack nor his funds were registered with the SEC or any state. [read post]
8 Mar 2016, 12:13 pm
For example, he created a nonexistent woman named Amanda Sutton who carried the title: Investor Relations Professional.Zoernack and EquityStar provided false and misleading data to Morningstar Inc. so the Momentum fund could attain the title of “Morningstar Five-Star-Rated Fund” under false pretenses and Zoernack could market the fund as highly-rated.For example, Zoernack misrepresented to Morningstar that the fund existed longer than it… [read post]
3 Feb 2016, 9:42 am
These funds include: MainStay Cushing® Royalty Energy Inc A (CURAX) MainStay Cushing® Royalty Energy Inc I (CURZX) MainStay Cushing® Royalty Energy Inc Inv (CURNX) MainStay Cushing® Royalty Energy Inc C (CURCX) MainStay Cushing® MLP Premier I (CSHZX) MainStay Cushing® MLP Premier A (CSHAX) MainStay Cushing® MLP Premier Investor (CSHNX) MainStay Cushing® MLP Premier C (CSHCX) For example, CURCX, a fund that reportedly manages… [read post]
29 Jan 2016, 9:01 am
Among Tortoise’s portfolio of funds, a number of them declined between 17% and 36% in 2015 alone, per Morningstar. [read post]
23 Dec 2015, 7:43 pm
First, a bit of background on Vanguard’s structure: Vanguard Group, Inc. [read post]
23 Dec 2015, 7:43 pm
First, a bit of background on Vanguard’s structure: Vanguard Group, Inc. [read post]
23 Dec 2015, 7:43 pm
First, a bit of background on Vanguard’s structure: Vanguard Group, Inc. [read post]
29 Sep 2015, 5:00 am
Rowe Price Group, Inc. 11:00 a.m. [read post]
28 Aug 2015, 10:44 am
Aggregate bond index, according to fund-research firm Morningstar Inc. [read post]
