Morningstar
Morningstar snaps up Hueler Analytics stable value data and index
Investment research firm Morningstar has purchased Stable Value Comparative Universe Data and Stable Value Index from independent data and research firm…
Morningstar to buy Australian advice software provider AdviserLogic
Investment research firm Morningstar has agreed to purchase AdviserLogic, a provider of cloud-based financial planning software catering to advisers, for…
Morningstar to purchase credit ratings agency DBRS in $669m deal
US-based investment research provider Morningstar has agreed to buy Canadian credit ratings agency DBRS for $669m. Ranked as the fourth…
Morningstar rolls out managed accounts platform for retirement plan clients
Morningstar Investment Management, part of Morningstar, has introduced a new platform that will enable RIAs to provide a managed accounts…
AMP teams up with Morningstar to enhance investment research
Australian investment manager AMP has signed a partnership with Morningstar Australasia, under which the latter will offer external research to…
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New Wealth, Morningstar collaborate to serve Asian financial institutions
Singaporean fintech firm New Wealth has joined forces with Morningstar Research, part of American investment research firm Morningstar, to offer…
Morningstar introduces new investment analysis platform
Investment research company Morningstar has introduced a new investment analysis platform, called Morningstar Direct for Wealth Management, for wealth management…
Broadridge to buy Morningstar’s 15(c) board consulting services arm
Broadridge Financial Solutions has agreed to take over Morningstar's 15(c) board consulting services business for an undisclosed sum. The acquired…
Morningstar takes 40% stake in ESG-focused research firm Sustainalytics
Investment research firm Morningstar has bought a 40% stake in Sustainalytics, a provider of environmental, social, and governance (ESG) research…
Morningstar hires new CFO
American investment research firm Morningstar has named Jason Dubinsky as its new CFO, effective 24 July 2017. Dubinsky will be…