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Latest Morningstar, Inc. Stories

2014-07-29 20:24:44

CHICAGO, July 29, 2014 /PRNewswire/ -- Swanson, Martin & Bell, LLP client Business Logic Holding Corporation obtained a $61,000,000.00 settlement this month in a complex trade secret misappropriation and breach of contract case against Ibbotson Associates and Morningstar, Inc. The publicly reported settlement ranks as both one of the largest reported Illinois settlements in recent years and is among the ten largest reported settlements involving trade secret misappropriation,...

2014-07-22 12:35:36

CHICAGO, July 22, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced it is participating in the Schwab OpenView Gateway((TM)), a flexible, open-architecture technology platform that enables integration between Schwab systems and participating technology providers. As part of the integration, real-time custodial data from Charles Schwab will be available within Morningstar Office(SM), a practice and portfolio...

2014-07-21 23:07:18

Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Milwaukee, WI (PRWEB) July 21, 2014 Today, Advicent announced the latest additions to the NaviPlan® financial planning tool, including NaviPlan LEADS™ online lead generation tool, expanded integration options and new Next-Gen reports functionality. Every day, more...

2014-07-17 20:24:17

- Largest public trade secrets settlement in Illinois history - CHICAGO, July 17, 2014 /PRNewswire/ -- Investment research and management firm Morningstar, Inc. agreed to pay $61 million to settle a lawsuit filed by Business Logic, a Chicago-based developer of financial software. Business Logic, the parent company of NextCapital, claimed that Morningstar and its subsidiary, Ibbotson Associates, violated a contract and took Business Logic's intellectual property. This payment is the...

2014-07-16 23:07:26

Independent broker dealer announces completion of Morningstar Office implementation for its reps/advisors. Madison, WI (PRWEB) July 16, 2014 Harbour Investments, Inc., a Madison, Wisconsin-based independent broker dealer and registered investment advisor, is pleased to announce that it has completed the implementation of Morningstar Office, a complete practice and portfolio management system for independent financial advisors. This single, all-inclusive platform is designed to support the...

2014-07-14 16:23:07

NEW YORK, July 14, 2014 /PRNewswire/ -- Morningstar Credit Ratings, LLC today assigned preliminary ratings for the commercial mortgage-backed securities (CMBS) transaction WFRBS Commercial Mortgage Trust 2014-C21, Commercial Mortgage Pass-Through Certificates, Series 2014-C21 (WFRBS 2014-C21). The preliminary ratings are based on information known to Morningstar as of July 14, 2014. PRELIMINARY RATINGS (AS OF JULY 14, 2014) ---------------------------------------- Class...

2014-07-08 12:25:14

CHICAGO, July 8, 2014 /PRNewswire/ -- Intercontinental Exchange (ICE) has selected Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, to provide comprehensive financial data and web solutions for the New York Stock Exchange's redesigned website, www.nyse.com. ICE is a leading global network of regulated exchanges and clearing houses for financial and commodity markets, which includes the NYSE and four additional cash equity and equity options...

2014-07-07 12:25:21

CHICAGO, July 7, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, and Barron's, the financial magazine published by Dow Jones & Co., today released highlights of their annual national survey examining the perception and usage of alternative investments among institutions and financial advisors. This survey is now in its eighth year. "Mutual funds continue to grow as the vehicle of choice for accessing alternative strategies....

2014-06-17 12:33:58

New service combines research, reports, ratings, software, tools, and data with access to Morningstar's analysts CHICAGO, June 17, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today introduced a new service to help institutional investors evaluate funds, investment strategies, and asset management firms. Morningstar Manager Research Services combines the firm's fund research reports, ratings, software, tools, and proprietary...

2014-06-17 08:26:49

NEW YORK, June 17, 2014 /PRNewswire/ -- Morningstar Credit Ratings, LLC today assigned preliminary ratings to six classes of single-family rental pass-through certificates from Colony American Homes 2014-2 (CAH 2014-2), a single-family rental securitization. The preliminary ratings are based on information known to Morningstar as of June 16, 2014. PRELIMINARY RATINGS (AS OF JUNE 16, 2014) ----------------------------------- Class...


Word of the Day
toccata
  • In music, a work for a keyboard-instrument, like the pianoforte or organ, originally intended to utilize and display varieties of touch: but the term has been extended so as to include many irregular works, similar to the prelude, the fantasia, and the improvisation.
This word is Italian in origin, coming from the feminine past participle of 'toccare,' to touch.
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