Peng Chen, Global Investment President, Leaves Morningstar
Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.
New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate
This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.
Morningstar Conference Features Gross, Fink, Berkowitz
Morningstar kicks off its 23rd annual investment conference for financial advisors Wednesday afternoon in Chicago with a keynote speech by PIMCO's Bill Gross. ‘Big picture, fixed income’ focuses of this year’s agenda, says Morningstar’s Phillips.
Lessons From the Crisis--Chris Davis
Morningstar founder, chairman, and CEO Joe Mansueto kicked off the 2009 Morningstar Investment Conference by noting the great challenges of the past year for all investors.
Morningstar Names Kapoor Head of Investment Services
Morningstar, Inc. announced July 10 that it has named Kunal Kapoor as president of Morningstar Investment Services, replacing Art Lutschaunig, who had led the investment...
NEWS & PRODUCTS
Morningstar has introduced Morningstar Retirement Income Strategist, a Web-based financial planning tool designed to help advisors create comprehensive analyses for clients who are nearing or...
Bear and Grin It
The upside to a down market is that clients may re