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Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT
The custodian's annual conference is becoming a prime showcase for new adviser-focused software.
Brace clients for a big capital gains season
Market-driven gains and active-fund outflows mean high distributions.
Advisers: Morningstar’s star ratings not much use, but clients love them
Professionals say the WSJ article's point isn't exactly new, but that fund companies might be misleading investors by using the ratings in ads.
Are Morningstar’s ratings a good guide to mutual funds?
A Wall Street Journal article argues that the company's fund ratings have no predictive power.
Morningstar CEO Kunal Kapoor tells advisers to embrace technology
Imagine financial technology that can create personal portfolio indexes for individual investors or a computer program that can…
Morningstar backs new retirement calculator
United Income models 'future life outcomes' based not only on expected investment performance but potential life spans and spending levels.
In the ETF world, spoils still go to the biggest and cheapest
New entrants dominate Morningstar ETF conference.
Rollins Inc. 401(k) participant sues Morningstar, Prudential over alleged RICO violations
Plaintiff says automated investment advice program is a 'predatory racketeering enterprise'
DOL fiduciary rule: Agency says it will come up with new ways to comply during delay period
Labor Department says it also needs more time to look at any 'undue burden' the rule may cause.
OMB approves proposal for 18-month delay of DOL fiduciary rule’s second phase
One observer says agency is trying to give certainty to markets; another asserts it is executing pre-determined course to water down regulation.
Best-interest contract could be casualty of DOL fiduciary rule delay
Length of time for measure's review gives SEC, other regulators greater chance to get involved in setting advice standards.
Morningstar: Advisers are overreacting to fund manager changes
Study finds little negative impact on returns when management of a fund changes.
Time to remind clients about taxes
No matter what tax reform Congress enacts, funds will still feel a bite
Investors do better with low-cost funds: Morningstar
Low-cost funds and automatic investing programs can help narrow gap between fund performance and investors' returns.
Fund analysts debate Morningstar’s move into money management
Experts take sides on whether a fund-tracker should also launch its own mutual funds.
9 fund companies poised to be best business partners for advisers: Morningstar
BlackRock, Vanguard, Schwab among the top
Even supporters of DOL fiduciary rule call for modifications
The Investment Adviser Association wants a safe harbor for sales conversations. Meanwhile, Morningstar suggests a replacement for the best-interest contract exemption.
Small funds get less Morningstar attention, says industry watcher
Mutual Fund Observer finds many five-star small funds no longer covered.
Morningstar makes bid to offer mutual funds for exclusive use of advisers
The research firm wants to launch sub-advised, in-house funds with lower fees that financial planners can throw into managed account portfolios.
These mutual funds have a history of losing money
But the fact that lots of money flowed into a fund with a terrible record doesn't necessarily mean that everyone who invested during that period suffered.
