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  1. Want to Grow Your Practice? Learn How to 'Fill the Bucket'

    To grow your advisory, you need to identify and then diligently support those staff members who can 'fill the bucket' by bringing in new clients.

  2. 17 Funds for 2017 and Beyond

    Some fund ideas for long-term investors.

  3. 4 Ways to Improve Your Sales Skills

    Successful financial advisors are great sales people.

  4. Bonds Are Riskier Than You Think

    There are times—many times—in which bonds can be more dangerous than stocks.

  5. Tax Advice for the President-Elect

    Trump has an important RMD decision to make for himself this year and could provide some much-needed tax reform for the rest of us, writes columnist Natalie Choate.

  6. A Better Bookkeeping Solution for Advisory Firms

    After outsourcing to a virtual accounting firm, we wish we'd done it sooner.

  7. The Squeeze on Active U.S. Stock Funds

    Progress has not been their friend.

  8. Is Private Company Ownership a Risk for Mutual Funds?

    A recent Morningstar study shows most funds tread lightly in private-firm investments.

  9. Who Does the DOL's Conflict of Interest Rule Apply To?

    Three elements must be present in order for the Rule to apply to an advisor communicating with a plan participant or an IRA owner.

  10. Investors Turn Toward Evidence

    The present (and future) of the fund industry: Investors are no longer willing to rely on fund-industry assurances.

  11. When Should You Change Your Passwords?

    Your clocks aren't the only things worth changing in the fall.

Recent Videos

  1. Weekly Wrap: Netflix Looks Pricey, Citi a Bargain

    The streaming video firm ended 2016 with strong results, but shares are looking expensive. Plus, Citigroup is still our top banking idea, and holidays were hard for Target.

  2. Johnson: Don't Underestimate Inflation

    A drop in food prices is keeping inflation from looking even worse, but an uptick there could force the Fed to act, says Morningstar's Bob Johnson.

  3. Hedging Hurt Long-Short Equity Funds in 2016

    While the average long-short fund returned about 2% last year, specific fund returns ranged from a 25% gain at the top to a 17% loss at the bottom.

  4. Alliance Data Systems Cashing In on Retailers' Struggles

    This mildly undervalued narrow-moat firm should continue to enjoy a significant tailwind from store-branded credit cards.

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Recent Articles

  1. Broad Muni-Bond Exposure at a Modest Fee

    This ETF is a solid option for comprehensive exposure to the investment-grade municipal-bond market.

  2. Nominees for Fixed-Income Fund Manager of the Year

    In a year where credit ruled, these five managers stood out.

  3. Outcome Bias Can Bite When Clients Don't Dig Deeper

    One of the most basic investing mistakes is focusing on a past investment outcome without regard to the process or factors behind it.

  4. Consider Hedging Your Global Bond Currency Risk

    Long-term investors haven't historically been rewarded for taking on currency risk.

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