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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.
July 11 -
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.
May 10 -
KeyCorp is acquiring HelloWallet, a personal financial management product it has offered its bank customers since 2015, from the investment research firm Morningstar.
May 31