At the same time, the study (and the growing research around estimating and communicating advisors' potential value to clients) offers some explanation into why tax planning and preparation are "elements I see time and time again among the fastest growing practices," said Shelby Nicholl, founder of advisor recruiting and consulting firm Muriel Consulting. Since early-career advisors often face difficulty generating organic growth — a problem shared by even some of the most profitable registered investment a ...

"Great AI requires great data to build truly exceptional customer experiences, and Morningstar and PitchBook have long been recognized for their investing intelligence quality and independence." CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of new apps in ChatGPT by OpenAI. These MCP app integrations allow e ...

My last article about Morningstar ( MORN ) was only published about four to five months ago. However, in the meantime, the stock declined almost 30%, which is certainly reason enough to look at the stock once again and try to answer the question ofMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding ...

Core Insights - The stock of Morningstar (MORN) has declined nearly 30% since the last analysis published four to five months ago, prompting a reevaluation of the stock's potential [1] Group 1: Company Analysis - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages, referred to as economic moats, and high levels of defensibility [1] - The research is concentrated on European and North American companies, without restrictions on market capitalization, encompassing both large-cap and small-cap firms [1] Group 2: Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, as well as a Bachelor's Degree in Sociology and History [1]

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, an increase of approximately 10 percent. The dividend is payable Jan. 30, 2026, to shareholders of record as of Jan. 2, 2026. The 4.5 cent increase from the prior quarterly rate of 45.5 cents per share results in an annualized dividend of $2.00 per share compared with the prior annualized rate of $. ...

Core Insights - LPL Financial LLC has appointed Matthew Morningstar as group managing director and chief legal officer, enhancing its leadership team and legal oversight [1][2][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 32,000 financial advisors and approximately 1,100 financial institutions [3] - The firm services and custody approximately $2.3 trillion in brokerage and advisory assets for around 8 million Americans [3] Leadership and Expertise - Matthew Morningstar brings extensive experience in regulatory, advisory compliance, and litigation matters, previously serving in various leadership roles at LPL and as chief counsel at MetLife [2][3] - His return to LPL is seen as a significant advantage for the firm, strengthening its services and community impact [3]

We came across a bullish thesis on Morningstar, Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.'s share was trading at $216.38 as of December 1st. MORN’s trailing and forward P/E were 24.62 and 19.19 respectively according to Yahoo Finance. Morningstar, Inc. (MORN) is best known for its consumer-facing investment research, but the bulk of its revenue stems from premium data subscriptions sold to financial institutions. Its flagship platf ...

Core Viewpoint - The launch of the "Xin Zhi Zhen" full-account fund diagnosis tool by Guosen Securities in collaboration with Morningstar marks a significant breakthrough in the post-sale service sector of public funds, aiming to assist investors in their fund investments [1][3]. Group 1: Investor-Centric Approach - Guosen Securities and Morningstar are jointly exploring new models for post-sale services in public funds, focusing on investor needs and leveraging innovative tools and professional teams [3]. - Guosen Securities is a large national comprehensive securities company with over 10,000 employees, excelling in client service capabilities and holding qualifications for public fund advisory services [3]. Group 2: Features of "Xin Zhi Zhen" - "Xin Zhi Zhen" addresses investor issues by allowing the import of E-account files for more accurate and convenient holding information retrieval [5]. - The tool provides a comprehensive analysis of user holdings, utilizing a unified global stock industry classification system for consistent categorization and evaluation [6]. Group 3: Comprehensive Service System - Participants in the "Xin Zhi Zhen" service receive an account diagnosis report and have the opportunity to access designated fund advisory services from Guosen Securities, tailored for public fund investors [7]. - The service combines online and offline approaches to create a more complete post-sale service system for public funds, enhancing the overall investor experience [7].

Core Points - Morningstar DBRS assigned initial Long-Term Issuer Ratings of BBB (low) to FVCBankcorp, Inc. and BBB to its subsidiary FVCbank, both with a Stable outlook [1][3] - The ratings reflect the company's solid asset quality, capital levels, and strong client relationships, supported by conservative loan underwriting [3] - FVCBankcorp, Inc. reported a net income of $5.6 million for the quarter ended September 30, 2025, representing a 19% increase from $4.7 million in the same quarter of 2024 [7] - The company declared a cash dividend of $0.06 per share, payable on November 17, 2025, to shareholders of record on October 27, 2025 [8] Company Overview - FVCBankcorp, Inc. is the holding company for FVCbank, a Virginia-chartered community bank with assets of $2.32 billion, serving commercial businesses and nonprofit organizations in the greater Baltimore and Washington, D.C. areas [4] - The bank has been operational since November 2007 and has eight full-service offices located in Virginia, Washington, D.C., and Maryland [4]

Core Viewpoint - Dream Industrial Real Estate Investment Trust has received an upgrade in its issuer rating and senior unsecured debentures credit rating to BBB (high) with Stable trends from Morningstar DBRS, reflecting improved creditworthiness [1] Company Summary - The upgrade in credit rating from BBB to BBB (high) indicates a positive assessment of the company's financial stability and operational performance [1] - Alexander Sannikov, President & CEO of Dream Industrial, expressed pride in the credit rating upgrade, highlighting the company's commitment to maintaining strong financial health [1]