Morningstar
Fincad Adds Fintech Execs Brittan, Fite to Board
The fintech veterans will lend their experience to contribute to Fincad's growth.
Morningstar Names Rothschild, Dunn Product, Revenue Heads
The pair will join the vendor's executive management team.
Indexes’ Long Walk to Freedom
Can Morningstar's decision to make more than 100 benchmarks available free of charge shake up the index licensing business?
Vela Taps Cassin, Cadman for Product Strategy
The long-standing data execs will help the vendor work more closely with clients and develop future strategies.
Morningstar Makes Indexes Free for Benchmarking
Members of the project's advisory council say indexes are a top-five data cost, yet factors such as switching costs and brand recognition deter them from changing suppliers.
Morningstar Hires Chief Data Officer
Newly created CDO role expands Morningstar's senior data staff with former Rocaton, IBM exec Rhodes.
Morningstar Names Chief Data, Technology Officers
New appointees bring a wealth of experience in financial modeling and analytics.
Morningstar Preps Automated License Transparency
The vendor has made changes to its Morningstar Direct platform to help clients ensure they are compliant with data license policies.
Morningstar to Buy Private Equity, M&A Data Vendor PitchBook
Morningstar will add its own research capabilities to PitchBook's data and tools, enabling it to target a new audience among private equity investors.
Startup Xinfinit Unveils Data-Agnostic ‘Container’ for Custom Desktop Apps
The platform will allow users to create custom displays using third-party or proprietary tools and content.
Web Financial Readies Expansion, US Ops
The vendor has reached a critical mass in Europe, and is now looking to grow its business overseas in response to client needs, officials say.
Morningstar Revamps Ratings for Fund Comparisons
The move will allow investors to more easily compare ETFs and open-end funds, Morningstar officials say.
Morningstar Founder Mansueto Becomes Executive Chairman as Kapoor Named CEO
Mansueto, who founded Morningstar in 1984, plans to adopt a more flexible schedule that will allow him to focus more on strategy, technology and investments.
Freedom Index Surveys Users on Expansion
The not-for-profit index provider faces a choice of how to make its indexes more valuable for users.
Morningstar Promotes Tanner to Chief of Innovation
Tanner will focus on fostering a culture of innovation at the vendor
InvestSoft Execs Take Senior Fixed Income Roles at Morningstar
Founder Al Roitfarb and CEO Todd Roitfarb will both take on roles in Morningstar's fixed income business, following its acquisition of their company, InvestSoft.
Morningstar Buys InvestSoft to Boost Bond Analytics
The acquisition was driven by customer demand for "more robust" fixed income analytics capabilities, Morningstar officials say.
Opening Cross: ‘Key’ Issues: Major to Minor, Minor to Major
If the sheer entertainment value of TV’s Lip-Synch Battle doesn’t have you singing along and mastering your pitch changes and switching between major and minor keys, then take my word for it: watching The Rock lip-synching to Taylor Swift’s Shake it Off…
Style Research, Morningstar Ally on Fund Comparison Tool
The Peer Insights tool will allow investors to compare similar funds at a more granular level.
SIX Nets Shapiro for Sales
With more than 20 years in market data sales, Shapiro has worked at FactSet, Morningstar, Tenfore, Thomson Financial and ILX.
Smartkarma Launches Investment Research ‘Collaboration Marketplace'
The startup believes its volumes of contributors and consumers are now sufficient to move from beta to live production.
Morningstar Names Senior Research Execs
Reorganizations of the vendor's manager research teams by region and asset class have resulted in a series of new roles and appointments.
Morningstar Taps Lewis for Product Management
Lewis will be responsible for expanding the vendor's coverage of exchange-traded and contributed data across multiple asset classes.
FTSE Russell Goes for Ghosh in Canada
The former Morningstar sales exec will help FTSE Russell strengthen its brand in Canada through cross-selling.