Joe Mansueto

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  Fans of Finance to Gather at Morningstar Event

  By Janet Levaux, AdvisorOne  |  February 20, 2013

  The "intimate" conference lets about 350 guests rub shoulders with more than a dozen VIPs in the world of portfolio investing.

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  New Hire Roundup: American Century Names Bannigan COO

  By Marlene Y. Satter, AdvisorOne  |  November 7, 2012

  Also this week in new hires, Monte Garpestad went to Securities America, and the RIIA named Peng Chen academic curriculum director of its retirement management analyst curriculum.

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  RIIA Names Peng Chen Academic Director of Retirement Management Analyst Curriculum

  By John Sullivan, AdvisorOne  |  November 6, 2012

  Chen will oversee and review the academic and scholarly direction of the evolving RMA curriculum.

• Top Fund Managers Reveal Investment Opportunities

  By John Sullivan, AdvisorOne  |  July 26, 2012

  Chairman and CEO Joe Mansueto kicked off Morningstar’s 2012 Investment Conference in Chicago on June 20 by noting the presence of 1,850 attendees, 75 journalists and 200 exhibitors at this year’s show.

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  Is It Time to Panic?: Templeton’s Hasenstab

  By John Sullivan, AdvisorOne  |  June 21, 2012

  “I’d like a boring summer for a change, but it doesn’t look like it will happen,” Hasenstab says.

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  Peng Chen, Global Investment President, Leaves Morningstar

  By John Sullivan, AdvisorOne  |  May 31, 2012

  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.

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  New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate

  By Marlene Y. Satter, AdvisorOne  |  October 6, 2011

  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.

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  Morningstar Conference Features Gross, Fink, Berkowitz

  By John Sullivan, AdvisorOne  |  June 7, 2011

  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

  By James J. Green, AdvisorOne  |  May 13, 2010

  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

  By James J. Green, AdvisorOne  |  July 11, 2007

  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...