Morningstar Inc.

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  International Market Drops Take Toll on IPOs

  By Marlene Y. Satter, AdvisorOne  |  May 31, 2012

  Western stock markets aren’t the only ones suffering from eurozone malaise. Asia's IPO capital, Hong Kong, just saw the fourth major withdrawal from Asian markets in a week.

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  Top Portfolio Products: New Corporate Bond ETF From iShares

  By Marlene Y. Satter, AdvisorOne  |  April 23, 2012

  Global X launches MLP ETF, and AdvisorShares plans Global Echo sustainable ETF launch in May.

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  At ASPPA, Top Retirement Advisors Realize ‘Fiduciary Is a Verb’

  By John Sullivan, AdvisorOne  |  March 18, 2012

  A panel of top advisors took the stage during the afternoon keynote at ASPPA’s 401(k) Summit on Sunday, all of whom were nominated for the 2012 401(k) Advisor Leadership Award sponsored by Morningstar Inc.

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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.

• Ameriprise Sued by Employees Over 401(k) Losses

  By John Sullivan, AdvisorOne  |  September 30, 2011

  In further controversy over the use of proprietary products, members of Ameriprise Financial Inc.'s 401(k) plan filed a proposed class action in Minnesota on Wednesday claiming they lost $20 million in investments.

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  Morningstar to Rank and Research ETF Managed Portfolios

  By Joyce Hanson, AdvisorOne  |  September 22, 2011

  Morningstar will launch rankings and research on exchange-traded fund (ETF) managed portfolios later this year.

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  New Hires Roundup: BlackRock Adds Taborsky; Fisher Goes to Touchstone; Harris myCFO Appoints Lee

  By Marlene Y. Satter, AdvisorOne  |  September 8, 2011

  This week in new hires, Morningstar advances Harding; Penn Mutual brings in Reynolds; Meader Chairs CFA Institute board; IPI appoints Kumar and Sutherland.

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  iShares Rolls Out Floating-Rate Note Fund; UBS Adds to Energy ETN Group

  By Marlene Y. Satter, AdvisorOne  |  June 20, 2011

  Other new investment products are launched by Neuberger Berman, Aperio, Aequam and Highland

• Three REITs for an Uncertain Environment: Portfolio Fix

  By Ed McCarthy, CFP  |  June 19, 2011

  Some REITs should be able to maintain historical average dividend growth of 5%

• REITs for an Uncertain Environment

  By Ed McCarthy, CFP  |  June 19, 2011