Articles tagged "Kunal Kapoor"
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Morningstar finally discloses what AssetMark agreed to pay for its TAMP -- up to $100 million -- after weeks of radio silence; Morningstar Wealth could finally erase losses, CEO says
The Chicago company also revealed it recorded $3.3 million in severance costs and got more specific about just how much the Tamp was a money pit.
August 2, 2024 at 10:18 PM
Morningstar jumpstarts its star rating system with favorable self-review yet audit finds it misses the mark in bear markets, supporting claim of dubious predictive value cited by Wall Street Journal
The Chicago-based tracker assures investors that its ratings tilt odds in their favor though critics say it's more a gauge of momentum than scientific research.
August 31, 2022 at 5:08 AM
Morningstar downloads SMArtX--off-loads APL--to reload its stumbling TAMP to take on Envestnet-Orion for enterprises and RIAs
The Chicago giant sits on 180,000 largely unmonetized desktops thanks to its 'Work Station' and 'Office' software, but its RIA TAMP assets are meager after having no UMA to compete.
November 19, 2021 at 4:25 AM
Fresh off buying Totum and selling 55ip, TIFIN loads up on capital -- and brand credibility -- with three new big-name investors
JP Morgan, Morningstar and Broadridge all invested for the first time and lent star power to the rollup of unknown fintech firms.
April 20, 2021 at 2:19 PM
Morningstar makes tough choice in shedding a 'fiduciary' division -- perhaps to avoid a conflict
Once primarily a 'research' firm, now more of a 'data' firm, the Chicago-based firm was discordant selling 15(c) board consulting services and sell data into the same market, say experts
January 9, 2018 at 8:44 PM
How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head
Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low
December 19, 2017 at 8:12 PM
Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance
The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi
May 4, 2017 at 3:17 AM
How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds
Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product
March 22, 2017 at 8:15 PM
Asset managers at Morningstar's ETF event, facing an in RIA-in-charge future, show mettle
The Chicago event connected traders, index providers, issuers, marketers, PR, distributors -- and a knee-capped Liz Ann Sonders -- all trying to find footing in an everything-up-for-grabs playing field
September 15, 2016 at 6:44 PM
How Joe Mansueto's CEO hand-off to Kunal Kapoor could be more than a succession play for Morningstar
The Morningstar CEO, 60, still owns 56% of the Chicago data firm's stock and his plan to 'read more books' needs to be examined in that light
