Pace University

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  Citi Agrees to Pay $590M in Class-Action Lawsuit Deal

  By Janet Levaux, AdvisorOne  |  August 30, 2012

  The news comes as Citigroup and Morgan Stanley work out details regarding the Morgan Stanley-Smith Barney joint venture.

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  Morningstar Slams Study Questioning Its Rating System

  By John Sullivan, AdvisorOne  |  April 16, 2012

  Morningstar developed steward ship grades in order to evaluate the mutual funds it tracks by corporate culture and responsibility.

• When You Wish Upon a Star

  By Robert Huebscher  |  January 5, 2010

  Few accolades matter as much to a mutual fund as Morningstar's five-star designation. But, whether an investor can expect higher returns from higher rated funds is an important question.

• WHAT FUND RATINGS REALLY TELL US

  By Robert Huebscher  |  November 1, 2008

  Morningstar's fund ratings are enormously powerful. Numerous studies have documented that highly rated funds attract more assets. Fund managers face constant pressure to achieve success...

• Schwab Announces 2007 Impact Award Winners at Conference

  By Robert F. Keane  |  October 30, 2007

  The winners of Schwab Institutional's second annual Impact Awards were announced at the firm's advisor conference in Las Vegas (October 28-31). Dr. Lewis J. Altfest...

• Catching up with... Lew Altfest

  By Robert F. Keane  |  February 1, 2007

  A major topic of discussion among advisors is how to achieve recognition for financial planners as professionals on a par with accountants and lawyers. Lew...

• The Road Less Traveled

  By Robert F. Keane  |  February 1, 2006

  With almost 200 colleges and universities now offering registered programs for financial planners and investment advisors, the ranks of the profession will increasingly be augmented...