New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
New Hire Roundup: Morningstar Shuffles Leadership
Meanwhile, the SEC has appointed a new equity market structure committee, which includes FINRA CEO Richard Ketchum.
LPL Adds Strategies to Growing Fee-Based Models Platform, Lowers Minimums
New strategies added to the platform include offerings from AlphaSimplex, J.P. Morgan Asset Management and Morningstar. LPL will also lower the account minimum to $25,000 from $100,000, Vice President John Moninger said.
New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval
This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.
New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee
This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.
Morningstar Unveils ‘Most Unloved’ ETF Portfolios Based on Mutual-Fund Flows
Morningstar Investment Services has launched a group of contrarian ETF portfolios that provide exposure to the firm's “most unloved” mutual-fund categories.
Peng Chen Promoted to Head Morningstar’s Investment Management Operations
Peng Chen, the Ibbotson Associates president, was named Wednesday to the new post of president of the Chicago-based company's Investment Management division.
Morningstar Line Awakens
Morningstar Investment Services launched a managed account service consisting of a line-up of five actively managed portfolios that use ETFs. Ameritas Investment Corp. and Centaurus Financial,...
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...
Pershing Rolls Out New Managed Account Network
Pershing LLC, a subsidiary of the Bank of New York Company, Inc., has launched Managed Account Network, an innovative, open architecture platform that allows introducing broker-dealer firms to offer t