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  1. Are 401(k) Funds Second-Rate?

    These funds may have been second-rate but seem no longer to be.

  2. Lump-Sum or Annuity?

    Almost weekly, the press announces another large corporation deciding to terminate their defined benefit retirement plans. Use this framework to help your clients make the best distribution decisions.

  3. 3 Surprising Findings from Morningstar's Alternatives Survey

    Increased institutional use of mutual funds is among the surprises in this year's survey results.

  4. Ins and Outs of Taking Required Minimum Distributions From Multiple Plans

    From a distance, taking required minimum distributions looks easy, but up close it's more complicated.

  5. A Nobel Laureate's Retirement Proposal

    The idea is good, but the benefits are overstated.

  6. Creating Portfolios for the Follower Behavioral Investor Type

    Learn how to create a behaviorally modified asset allocation for Followers, or passive investors.

  7. The Target-Date Industry in 5 Charts

    Highlights from Morningstar's 2014 Target-Date Series Research Paper.

  8. The Perils of Back-Testing

    Are the findings accidental?

  9. The Conundrum of Mary Jo White

    If Wall Street were really interested in having a total commitment to the long-term interests of its clients, it would embrace a fiduciary standard, but it does just the opposite.

Recent Videos

  1. Peters' Favorite Long-Term Dividend Pick

    Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.

  2. Portfolios Look Stock-Heavy

    After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.

  3. Eurozone Out of the Woods?

    The gap between the core economies and the periphery is beginning to close, but challenges remain, says Morningstar's Jose Garcia Zarate.

  4. Johnson: Inflation No Major Cause for Concern Today

    Although inflation has ticked up from 2013 levels, it remains below its historical average and a long way from a worrisome level, says Morningstar's Bob Johnson.

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Recent Articles

  1. Are Some Flexible Funds Proving Academics Wrong?

    Tactical target-date funds are outperforming those that don't zig when the market zags.

  2. Disclosure Considerations for ETF Managed Portfolios

    An increase in awareness will help to mold industrywide best practices.

  3. China Opens its Onshore Equity Markets to Foreigners

    China enthusiasts can now gain access to China's A-share market via ETFs.

  4. How Safe Is Your CEF's Distribution?

    As rates grind lower, the opportunity set of high-yielding investments will shrink.

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