Research points to inadequate conflicts regulation, among other shortcomings
Deal values ESG firm at €170 million
With the acquisition, the firm expands its financial-planning capabilities for advisors
Pat Fay also joins Morningstar Indexes as managing director
Australia, the U.S. and the Netherlands top the rankings
New system will be more focused on fees and stingier with medals
US$669 million deal expected to close in Q3
Fees fell by 6% from 2017 to 2018
A structured process in KYC interviews can help ensure clients receive equitable attention
The worst-performing fund indices were precious metals equity, natural resources equity and energy equity