Morningstar Investment Services

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  LPL Adds Strategies to Growing Fee-Based Models Platform, Lowers Minimums

  By James J. Green, AdvisorOne  |  July 11, 2012

  New strategies added to the platform include offerings from AlphaSimplex, J.P. Morgan Asset Management and Morningstar. LPL will also lower the account minimum to $25,000 from $100,000, Vice President John Moninger said.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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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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  Morningstar Unveils ‘Most Unloved’ ETF Portfolios Based on Mutual-Fund Flows

  By Joyce Hanson, AdvisorOne  |  May 5, 2011

  Morningstar Investment Services has launched a group of contrarian ETF portfolios that provide exposure to the firm's “most unloved” mutual-fund categories.

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  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 Line Awakens

  By Staff Writer  |  June 1, 2008

  Morningstar Investment Services launched a managed account service consisting of a line-up of five actively managed portfolios that use ETFs. Ameritas Investment Corp. and Centaurus Financial,...

• 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...

• Pershing Rolls Out New Managed Account Network

  By Staff Writer  |  May 30, 2007

  Pershing LLC, a subsidiary of the Bank of New York Company, Inc., has launched Managed Account Network, an innovative, open architecture platform that allows introducing broker-dealer firms to offer t

• From Morningstar, Select Stock Baskets

  By Kathleen McBride, AdvisorOne  |  March 1, 2007

  Advisors looking at separately managed accounts may want to examine a new offering from Morningstar Investment Services--Managed Portfolios Select Stock Baskets. Available only through advisors, the...

• Morningstar Adds Managed Accounts

  By Staff Writer  |  February 14, 2007

  Advisors who are looking at managed accounts for stocks may want to examine a new offering from Morningstar Investment Services, Managed Portfolios Select Stock Baskets,...