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Experience
|October 9, 2020
Morningstar's Sale of its Stake in YCharts
Winston & Strawn LLP represented Morningstar, a Chicago, Illinois-based financial services firm, in the sale of its stake in YCharts, a developer of an investment research platform designed to democratize investment research. YCharts, headquartered in Chicago, Illinois, was sold to LLR Partners in a recapitalization to drive new capital into the research and communications platform. Terms of the deal were not disclosed. The YCharts’ platform, data, visualization tools, and advanced analytics for equity, mutual fund, and exchange-traded fund data and analysis, are used by about 6,000 RIAs, broker-dealers, and asset managers. Previous investors in YCharts also included Hyde Park Angels, I2a, and REV Venture Partners.
Insights & News 15 results
Sponsorship
|December 4, 2024
Winston Sponsors Markets Group’s Real Estate Global Forum
Winston & Strawn sponsored the Markets Group’s Real Estate Global Forum, a premier event that brought together leading figures in the real estate industry, including senior-level investment executives from corporate and public pensions, endowments, foundations, sovereign wealth funds, family offices, RIAs, and OCIOs.
Client Alert
|October 25, 2024
|6 Min Read
Burdensome Proposed FDIC FBO Account Rules Loom Large for Banks and FinTechs
This client alert has been published in the March 2025 issue of The Banking Law Journal.
Client Alert
|September 5, 2024
|4 Min Read
FinCEN Final Rule Exempts Certain Investment Advisers from AML/CFT Compliance Requirements
Earlier this year, we wrote about the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) proposed rule, which would have imposed certain anti-money laundering and combating the financing of terrorism (AML/CFT) program and other Bank Secrecy Act (BSA)-related obligations, including suspicious activity reporting obligations (SARs), on all U.S. Securities and Exchange Commission (SEC)-registered investment advisers (RIAs) and exempt reporting advisers (ERAs).