"Heather and Mark have proven expertise in driving business strategy and growth and in leading teams," Joe Mansueto Mansueto added, "Anthony's knowledge and experience developing and managing research products and services will be a tremendous ... ADVFN UK, 1 month ago
Morningstar acquires ByAllAccounts - Seeking Alpha, 2 weeks ago
Morningstar Acquires ByAllAccounts for $28M - Benzinga.com, 2 weeks ago
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Summary Great brand in a favorable business -- stock is not a short candidate. Excellent return on capital invested -- ROA of 11% in 2013. While the price is neither high nor low, in my opinion, the business model's capital efficiency and long ...Seeking Alpha, 15 hours ago
Investment researcher Morningstar announced its current chief executive officer Anthony Serhan will now be managing director of research strategy, Asia-Pacific for Morningstars global research group. Serhans new role will focus on research and ...Money Management, 1 month ago Morningstar CEO departs, replacement named Financial Standard, 1 month ago Morningstar's current CEO to be MD Money Management, 1 month ago
Morningstar bolstered its data aggregation capabilities on Tuesday through a $28 million acquisition of ByAllAccounts Inc., a company specializing in collecting financial account information. ByAllAcoounts uses proprietary technology, including ...WealthManagement.com, 2 weeks ago Morningstar Acquires Data Aggregator ByAllAccounts Financial-Planning Interactive, 2 weeks ago
Why Morningstar's purchase of ByAllAccounts might be a bigger deal than its paltry $28-million price tag shows
Brooke's Note: These are difficult articles to write. The news comes out late in the day and the circumstances are multi-dimensional and complex and key sources are not available. So I am particularly grateful to Mike Betz and John Luciano for ...RIABiz, 2 weeks ago
Who: Michael Ferro Jr. What he does: Chairman, Wrapports LLC, Chicago Two years ago, Mr. Fiasco asked Michael Ferro Jr. to mentor him. "It wasn't exactly the cold shoulder," but the reception wasn't warm either, Mr. Fiasco recalls. Mr. Ferro ...Crains ChicagoBusiness, 3 days ago
One of the most striking changes in the more than 30 years I have been involved in professional investing is the evolution of investment advice and products. It used to be that a stockbroker's value came from having something unavailable to the ...CNBC, 2 weeks ago How to make money in a changing market: Bill Miller NBR.com, 2 weeks ago
Forbes magazine announced its 28th-annual ranking of the world's billionaires today, with Bill Gates at the top. Several Chicagoans landed on the list below him. Citadel CEO Ken Griffin is ranked 270th, with a net worth estimated at $5.2 ...Crains ChicagoBusiness, 1 month ago
When I ask my clients to describe their corporate culture, I usually get one of two responses. Either they don't have any idea, or they use one or two good-sounding general phrases that may or may not actually apply to their firm. Those phrases ...AdvisorOne, 1 month ago The 6 Ways to Build a Successful Corporate Culture AdvisorOne, 1 month ago
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