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  1. 5 Gifts We'd Like for Investors

    We're only asking for more concrete steps in Europe, a stable tax regime here at home, productive corporate cash deployment, more jobs, and mild inflation.

  2. Christine Benz's Tips for Turbulent Markets

    Morningstar's director of personal finance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.

  3. Looking Back on a Solid 2012 for CEFs

    Almost every closed-end fund had a positive performance this year, though equity CEFs are trading a discount compared with fixed-income funds, says Morningstar's Cara Esser.

  4. Are Equity Fair Values Teetering on the 'Cliff'?

    A lot of companies are very well positioned regardless of how the fiscal cliff gets resolved, as long as it gets resolved, says Morningstar's Heather Brilliant.

  1. Year-End Capital Markets Forecast

     

  2. Envestnet-Tamarac Enhances CRM Platform for RIAs

    Envestnet-Tamarac, a Chicago-based provider of integrated web-based portfolio and client management software for independent advisors, has entered into a strategic alliance with Salentica Inc., a provider of client relationship management and client reporting technology solutions for wealth ...

  3. Schwab Sector Views: Shifting into Neutral

     

  4. What's Next for Financial Services Industry in 2013?

    Industry experts and thought leaders make their predictions about what is to come for advisors and investing in 2013.

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