Morningstar, Inc. and Standard and Poor's, a division of The McGraw-Hill Companies, announced March 16 the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. S&P's fund data business consists of data and products covering more than 135,000 managed investment vehicles, Standard and Poor's will license fund data from Morningstar after the acquisition is completed. The acquisition will give Morningstar significant new opportunities in Europe and Asia, where S&P's mutual fund data business is particularly strong.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA's Investments & Wealth Monitor take a look at generational differences in...
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.