Morningstar

The rise of the model marketplace (full session)

07/11/18

Panelists: Hollie Fagan, Managing Director, BlackRock; Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet; Kunal Kapoor, CFA, Chief Executive Officer, Morningstar; Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark.

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Who’s on the hook for a hack? Aggregators team up on answer

05/10/18

A new set of principles by Envestnet’s Yodlee, Quovo and Morningstar's ByAllAccounts aims to settle a much-debated issue in data sharing: which party is liable when a hack occurs.

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KeyCorp to buy fintech firm that helped it score with customers

05/31/17

KeyCorp is acquiring HelloWallet, a personal financial management product it has offered its bank customers since 2015, from the investment research firm Morningstar.

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