Morningstar Associates

• 

  BofA Makes Retirement Services Push for Merrill

  By Janet Levaux, AdvisorOne  |  March 27, 2012

  Bank of America is rolling out a defined-contribution consulting service for institutions at Merrill Lynch and a 401(k) service for small businesses at Merrill Edge.

• 

  Peng Chen Promoted to Head Morningstar’s Investment Management Operations

  By James J. Green, AdvisorOne  |  November 10, 2010

  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 Misses Estimates, Will Pay First Dividend

  By Janet Levaux, AdvisorOne  |  October 28, 2010

  Morningstar, a provider of independent investment research, said late Wednesday that its Q3 profit was $20.8 million, or 41 cents a share, in the third quarter, down from $22.5 million, or 45 cents a share, in the third quarter of 2009.

• The Green Advisor: Adding ESG to Asset Allocation

  By Robert F. Keane  |  February 1, 2010

  For advisors who have clients with an expressed desire to have their investments mirror their personal values, whether those values are social, religious, or environmental,...