Jeffrey Ptak

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  Morningstar Adds ETF Offerings to Its Managed Portfolios Platform

  By John Sullivan, Advisorone  |  September 16, 2011

  Morningstar announced a suite of new offerings on Thursday on its Morningstar Managed Portfolios platform, a fee-based, discretionary investment management program offered through financial advisors.

• Here comes the sun?

  By Staff Writer  |  May 28, 2008

  Niche ETFs like the solar fund recently launched by Market Vectors are increasingly popular among investors concerned about which companies their portfolios are invested in,...

• The best new ETFs in 2007

  By Staff Writer  |  February 1, 2008

  Morningstar's Jeffrey Ptak recently announced his picks for the best new ETFs in 2007. Ptak, the research firm's director of exchange-traded securities analysis, broke the...

• SEC Gearing Up for New Rules

  By Melanie Waddell, AdvisorOne  |  April 1, 2005

  Get ready. The Securities and Exchange Commission is expected to issue a new rule this year on soft dollars as well as amendments to Form...