Morningstar Advisor Workstation is invaluable ... Villicana’s firm custodies with LPL Financial, one of the largest independent broker-dealers in the United States. Through LPL, she can manage ...

The Chicago-based market research firm will operate one of the firms as a subsidiary of Pitchbook, its provider of private ...

In a bid to enhance its private credit and structured finance offerings, Morningstar (NASDAQ:MORN) said Tuesday it acquired Lumonic Inc., a private credit portfolio monitoring and management platform, ...

Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

European Investors Pull Back From US ETFs. European investors pulled money from U.S. equity ETFs in February for the first ...

These acquisitions will strengthen Morningstar’s private credit and structured finance offerings, with advanced solutions designed to deliver efficiency, transparency, and enhanced decision-making to ...

Seattle-based financial data firm PitchBook and its parent company Morningstar Inc. (Nasdaq: MORN) have acquired San ...

M&T Bank Corp acquired a new stake in VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) during the 4th quarter, ...

Morningstar Credit and PitchBook were the ... and repurchased $11.6 million of its shares. Use of Non-GAAP Financial Measures Organic revenue, adjusted operating income, adjusted operating margin ...