PHOENIX, Jan. 29, 2025 /PRNewswire/ -- Trinity Capital Inc. (Nasdaq: TRIN) ("Trinity" or the "Company"), a leading alternative asset manager, today announced that DBRS, Inc. ("Morningstar DBRS") a leading provider of independent investment insights, has confirmed its previously assigned investment grade credit rating of "BBB (low)" with a stable outlook to the Company.Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutio ...

CONCORD, Calif., Dec. 02, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the close of its acquisition of Morningstar Wealth’s Turnkey Asset Management Platform (TAMP) assets. This acquisition, a key milestone in the strategic alliance between AssetMark and Morningstar Wealth, brings approximately $12 billion in assets to AssetMark’s platform, broadening its array of investment solutions for financial advisors ...

Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the iShares Morningstar Mid-Cap Growth ETF (IMCG) is a passively managed exchange traded fund launched on 06/28/2004.The fund is sponsored by Blackrock. It has amassed assets over $2.58 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market.Why Mid Cap GrowthCompared to large and small cap companies, mid cap businesses tend to have higher growth prospects ...

I’ve been reading websites like Seeking Alpha for daily market updates since 2008. Since then, I've come across dozens of media competitors in the space. However, there are very few companies that specialize in great benchmarkAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED September 30, 2024 OR ☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 000-51280 MORNINGSTAR, INC. (Exact Name of Registrant as Specified in its Charter) Illinois 36-3297908 (State or Other Ju ...

News Release 22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 FOR IMMEDIATE RELEASE Morningstar, Inc. Reports Third-Quarter 2024 Financial Results CHICAGO, Oct. 23, 2024 - Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, posted double-digit third-quarter revenue growth while expanding operating margins. "Morningstar Credit led the way in the quarter with additional contributions from across the business supporting ...

The collaboration enables independent advisors to deliver holistic advisory services across the full balance sheet with integrated SBL capabilities to see the borrowing power for portfolios. NEW YORK, Sept. 15, 2024 /PRNewswire/ -- Global fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR) announces the securities-based lending (SBL) tools in its Wealth Lending Network (WLN) marketplace are now integrated in Morningstar Advisor Workstation. Extending beyond Workstation's core research, investment ...

CONCORD, Calif., Sept. 12, 2024 (GLOBE NEWSWIRE) -- AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced the addition of Morningstar Wealth, a division of independent investing insights firm Morningstar, as a third-party strategist on the AssetMark Platform. This launch will enable financial advisors currently working with AssetMark to access a wide range of model portfolios and separately managed accounts ("SMAs") from the Morningstar Investment Mana ...

General and administrative expense decreased $9.8 million in the second quarter of 2024. A decline in professional fees of $5.0 million was the largest contributor to the decline during the quarter due to the factors noted above. Facilitiesrelated expenses also declined $4.5 million during the second quarter of 2024 due to the factors noted above. Depreciation and Amortization | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------|-------|--------------|------- ...

22 West Washington Street Telephone: +1 312 696-6000 Chicago Facsimile: +1 312 696-6009 Illinois 60602 Morningstar, Inc. Reports Second-Quarter 2024 Financial Results The Company's quarterly shareholder letter provides more context on its quarterly results and business and can be found at shareholders.morningstar.com. • Reported operating income increased 160.2% to $108.5 million; adjusted operating income increased 87.9%. Year-To-Date Financial Highlights • Diluted net income per share increased 361.2% to ...