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  Practice Builder

  Would You Buy That Investment Again at Today’s Price?

  Asking your clients that question about positions they're clinging to can help them overcome endowment bias.

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  Practice Builder

  Collaboration Tools to Increase Your Productivity

  Online collaboration tools consolidate ongoing business activities such as meetings, electronic communication, to-do lists, and project management in a central hub.

• 2018 Morningstar Investment Conference

  Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds.

• Fiduciary Focus

  About That Best Interest Rule

  The newly issued SEC proposals lack bite.

  • Ground Zero for Prudent Fiduciaries

Advisor Insights

• A Focus On Essentials

• The New Pass-Through Business Tax Break
• 10 Questions with Cliff Greenberg
• Dressing for an Amazonian Storm
• Of Models and Management
• Do Investors Really Pay Attention to Fees?
• The Future of Clean Shares
• The Rise of Non-Investment Advisors
• Why Buy Annuities?
• Contrarian Investing
• Invest in HAL?
• When Investors Do--and Don't--Pay Attention to Fees

ETFs

• This High-Quality Dividend-Growth Fund Can Serve as a Core Portfolio Holding
• A More Complete Bond Index Fund
• Cheap Exposure to Investment-Grade Corporate Bonds

Funds

• Indexers, Pure Managers, and Conglomerates
• How Smart Should Robo-Advisors Be?
• 3 Investment Miracles

Fiduciary Focus

• How Financial Advice Should Work
• Why Diversification Pays in Rising Markets, Too
• Should All Investment Advice Be in the Customer's Best Interest?

Practice Builder

• 4 Takeaways From the 2018 Advisor Software Survey
• The Value of a Mad Money Account
• An Easier Way to Make Qualified Charitable Distributions

Retirement Planning

• Natalie Choate: 3 Misleading IRS Forms
• Natalie Choate: How an Expert Botched Her Own RMD
• Avoid the Income Funnel Trap

Article Library

• Advisor Insights