Morningstar renders ETF verdict by discontinuing ETF-only conferences after category becomes the Vanguard-BlackRock show
Smaller, newer ETF players are forced to pursue micro-niches and active management -- only to encounter the big players lurking there, too

Conference Attendee

Sam Pittsburgh

Joe Anthony
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Josh Brown and Barry Ritholtz want rock-star culture and rocketing growth in one RIA so they hired Jay Tini to manage the paradox
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2025 will be the year of 'Under New Management' in RIA business, after 2024 brought profusion of CEO-level fires, hires and deals
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Morningstar's sale of TAMP's $12-billion book-of-business to AssetMark ends two-year run that fell short on growth; whether RIAs stick or flee will determine fate of deal
Morningstar nets a cash windfall, a better distribution deal, and it reduces conflicts with its clients, but SMArtX is the likely loser, which will no longer administer Morningstar's TAMP assets.
June 24, 2024 at 11:48 PM
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Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto