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  1. What Happens When the Beneficiary Dies?

    This topic confuses even veteran IRA practitioners.

  2. Creating SOPs: You Can't Grow Without Them

    As your advisory grows, standard operating procedures become a necessity to maintain a high level of service.

  3. American Funds Adapts to Changing Markets

    Even the strongest have to evolve.

  4. There's More to Expected Return Than Risk

    Rethinking investment convention.

  5. Redefining 'Choice' in Retirement Plans

    Choice in the context of a retirement plan means something quite different to providers that aren't fiduciaries to a plan than to fiduciary plan providers.

  6. A Sustained Rebound Ahead for Homebuilders?

    This ETF offers the greatest exposure to homebuilding companies, which have significantly trailed the broader market since the start of 2013 but which recently have posted some good news.

  7. Where Are the Opportunities in U.S. Health Care?

    As the sector has continued to best the broader market, a look both at the dynamics that would drive further outperformance by the sector and at funds that investors can use to tap those themes.

  8. How to Deal with the Independent Client

    Independent-minded clients like to get involved in the investment process but are prone to certain cognitive biases that can torpedo their ability to reach their goals.

  9. Why Have an Annual Investment Review?

    Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.

Recent Videos

  1. Saving College-Bound Kids From Financial Pitfalls

    Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.

  2. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.

  3. What the Market Turbulence Means for Investors

    Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.

  4. Unemployment by Education Level: A Drastic Gap

    The unemployment rate is about three times higher for those with no high school diploma versus college graduates, says Morningstar's Bob Johnson.

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Recent Articles

  1. A Closed Fund Watchlist

    For contrarians only. 

  2. Downgrading PIMCO Total Return to Bronze

    We remain positive on the fund overall after the departure of Bill Gross, but some resulting outflow and management uncertainties bring our rating down.

  3. Closing the Gap

    A valuation perspective can spur better investor outcomes.

  4. The Global Financial Cycle

    As the world found out in 2008, it’s crucial to track macrofinancial risks.

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