Displaying 526 results
Morningstar improving bond fund data reporting
The change could impact how advisers construct fixed-income portfolios for clients.
Alternative strategies earn their keep over six months of market extremes
The key is looking beyond the broad category averages to focus on portfolio managers and the investment process
How mid-cap growth funds owned the first quarter
Investors who stayed put during the fourth-quarter market meltdown were rewarded by mid-cap managers.
Some mutual fund investors might unwittingly already own shares of Lyft
Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.
ESG options scarce in 401(k) plans
There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.
Lipper plans ESG scoring system for mutual funds
Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings
Morningstar brings Pimco flagship fund down down a peg
The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.
Fintech competitors seek opportunity in Envestnet Tamarac acquisition of Schwab PortfolioCenter
Orion and Morningstar launch efforts to lure 3,000 advisers on the aging portfolio accounting software.
Morningstar study says advisory clients are stuck on investment performance
Citing Vanguard's research, Morningstar says advisers need to emphasize the value of behavioral coaching over portfolio management
Vanguard shutters $1 billion mutual fund
Convertible securities fund to be liquidated because it attracted the wrong kind of investors.
Vanguard combines two strong funds creating a $25 billion large-cap growth portfolio
The combined Vanguard U.S. Growth Fund will create a $25 billion large-cap growth portfolio
Tax-smart year-end charitable giving
How to maximize donations under the new tax rules.
Morningstar: DOL fiduciary rule reduces inflows to mutual funds with high loads
With the measure's demise, will the SEC's advice reform sustain the momentum?
Tax Planning Mastery: 5 Strategies for Year-End Success
While the new tax laws will complicate year-end planning, there are some moves you can make for your clients
Market volatility brings alternative investments back into focus
Asset managers struggle to get investors on board before it's too late.
When investment performance is too good to be true
Morningstar reported a Great-West Financial bond fund returned 7.1% in the third quarter— except it didn't.
Mercer, Morningstar join forces for single digital research platform
The new platform will be made available on Morningstar Direct and introduced by region next year.
What advisers get wrong about investors
Investors are a diverse bunch, which should guide the way advisers prospect for clients and deliver recommendations.
Active managers fall further behind indexes
Just 36% of actively managed stock funds topped indexes through June, down from 43% in 2017.
61 is the ‘magic’ age when it comes to retirement
Advisers can use a mathematical formula to more safely guide a client's retirement income portfolio.
