In a Take Five interview, Morningstar CEO Joe Mansueto says the firm has a big opportunity with its ByAllAccounts acquisition to go beyond advisers and is also well-positioned in liquid alts space.
Gains access to more than 2,100 clients, including independent financial advisers, asset managers, wealth managers, trust companies and broker-dealers.
After visiting Pimco, analysts at Morningstar may downgrade their ratings for the money manager's funds. In a new report, they cited, among other things, a 'higher degree of uncertainty' around personnel in the wake of the departure of co-CIO Mohamed El-Erian.
Consultants, insitutional clients watch closely as firm deals with alleged Gross-El-Erian feud.
Profit from developed-nation positions is finding its way across global economy.
When the news broke this month that $24 billion hedge fund firm Grosvenor Capital Management was breaking out of its otherwise secretive shell with plans to launch a registered alternative strategy mutual fund, it was generally interpreted as just the latest evidence of a continuing trend.
Shares of company nontraded REIT czar is using to build a B-D empire have more than doubled since beginning of December .
New American Funds offering seeks to take advantage of strong payouts but some doubt strategy.
The Vanguard Group Inc., the third-largest U.S. provider of exchange-traded funds, has asked regulators for permission to open actively managed ETFs.
Although it could have severe effects on Russian ruble, they're betting the crisis will be settled peaceably.
Index funds became popular over the last four decades because they're simple, conservative and low cost. A different kind of exchange-traded fund is drawing record cash by promoting better returns with the same stocks.
Many see opportunities in stocks and bonds but security of selection has become paramount.
Investors wisely ignore calls to short or sell Russian stocks
The Securities and Exchange Commission is investigating whether currency traders at the world's biggest banks distorted prices for options and exchange- traded funds by rigging benchmark foreign-exchange rates, according to two people with knowledge of the matter.
Rule proposal would touch on active vs. index funds, transparency, flexibility and inverse leverage
Small-cap stocks have been going gangbusters, but market analysts say it's time for those companies to start earning their keep.
<i>Breakfast with Benjamin:</i> It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.
<i>Breakfast with Benjamin:</i> Is it time to short energy stocks, given the Russian rabble rousing? Plus: Gold's reaction to Fed chief Yellen, Candy Crush IPO's dizzy math, how to retire with $1M, and at tax time, age counts (the younger, the better).
Paris Hilton can invest in hedge funds, but I can't.
<i>Breakfast with Benjamin:</i> Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.
