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  1. Retirement Plan Riddles and Stumpers

    When is the same distribution both required and not required, and other tax-related enigmas.

  2. Is This Time Different for Value Investors?

    Jeremy Grantham broaches the subject.

  3. Creating a Structured Tax-Review Process

    Systematically reviewing your clients' tax returns can uncover additional financial planning opportunities and build a stronger relationship with their CPAs.

  4. For the Future of Financial Advice, Look to Mutual Funds

    Like it or not, the cost wars are coming.

  5. Do Active Funds Belong in the 'Too Hard' Pile?

    Investors should quit assuming choosing an active fund is easy (or just quit), writes Morningstar’s Jeff Ptak.

  6. Fiduciaries, Look to the Law of Trusts as Your Guide

    The legislative history of ERISA explains that the law governing qualified retirement plans is tied closely to trust investment law.

  7. 'Animal Spirits' and Business Cycles

    Emotions and behavior can affect economic output as much as, if not more than, core economic factors.

  8. Gaining Clients With Tax Return Reviews

    Advisors can set themselves apart by showing investors how to save money.

  9. Passive and Team-Managed Funds Prove More Inclusive

    Women have better odds of running funds in growing parts of the industry.

  10. Slow Progress on a Very Long Arc

    Women make small gains in an industry that needs them.

  11. A Hurricane of Disintermediation

    Advisors, mutual fund managers are in a dangerous season.

Recent Videos

  1. 4 Notable Funds That Have Lowered Fees

    With more money going into passive funds, the average investor's bill dropped 4 basis points, says Russ Kinnel.

  2. A Fine Core Stock Fund

    At Bronze-rated Hartford Dividend and Growth, longtime manager Edward Bousa invests mainly in mega-cap dividend-payers but leaves room for opportunistic growth picks.

  3. How Tech Innovation Could Damage Your Portfolio Returns

    The textbooks tell us innovation is good for the economy, but as robotics and technology disrupt the status quo, could your portfolio returns be impacted?

  4. 3 Ways to Find Money in Your Budget to Invest

    Christine Benz suggests setting a savings target, adjusting that target as your salary increases, and automating your contributions.

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Recent Articles

  1. These ETFs Can Help Fight Interest-Rate Risk

    None of the options is perfect, but there are several fixed-income ETFs for investors looking to manage the threat of rising rates.

  2. Fund Fees Paid by Investors Continue to Decline

    Investors have been voting with their feet for low-cost funds, bringing down average fees again in 2016.

  3. How Fund Companies Stack Up in Our Analyst Ratings

    Stepping back to see the forest for the trees.

  4. New Manager Off to Good Start at Popular Dividend Fund

    John Linehan, manager of the Bronze-rated  T. Rowe Price Equity Income, has generated fine results since taking over for the retiring Brian Rogers in late 2015. 

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