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Experience 1 result

Experience

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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....Read more

Insights & News 16 results

Client Alert

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August 8, 2025

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2 Min Read

FinCEN Orders Exemptive Relief to Delay the Investment Adviser AML Rule by Two Years

Last year in September, we published an alert about the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) final rule, which would have imposed certain anti-money laundering and combating the financing of terrorism (AML/CFT) program and other Bank Secrecy Act-related obligations on investment advisers (IA AML Rule) effective January 1, 2026.

Sponsorship

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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....Read more

Client Alert

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October 25, 2024

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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....Read more
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