• 

  Advisor Insights

  Retiring with Natalie Choate: IRA Annuity Surprises

  And not the good kind, either, says contributor Natalie Choate.

• 

  Advisor Insights

  Why We are Committed to Independence

  Morningstar’s commitment to providing an independent option will never waver.

  • March 14th Webinar: The Morningstar Office Difference
• 

  Practice Wise

  The Smart Way to Use Model Portfolios

  Consider these points when building a set of model portfolios.

• Advisor Insights

  10 Questions with Robert Horrocks

  Robert Horrocks of Matthews Asia on opportunities and optimism.

• Fiduciary Focus

  An Introduction to Modern Prudent Fiduciary Investing

  Contributor Scott Simon outlines the three critical duties of fiduciaries.

Advisor Insights

• Lessons From the Financial Crisis
• How to Uncover an Investor's Real Goals
• Are Brokers Acting in Their Clients' Best Interest?
• Gamma in Action
• Heeding Advice
• The Soft Side of Planning
• To Index Bonds or Not?
• Your University Is in Trouble

ETFs

• 3 Things to Be Aware of Amid ETF Fee Wars
• Despite Its Strengths, This Buyback Strategy May Disappoint
• Quick Thinking Leads to Bad Behavior

Funds

• A Big Deal: Merger-Arbitrage Funds Are Benefiting From Higher Cash Rates
• A Flurry of Ratings in January 2019
• We See Stock Market 'Anomalies,' but We Do Not Yet Understand

Fiduciary Focus

• 403(b) Plans Not Adding Up
• On Bernie Madoff and Working Longer
• Why Target-Date Funds Miss the Boat
• The SEC Should Try Enforcing the Investment Advisers Act of 1940
• An SEC Commissioner's Misfires

Practice Builder

• Key Takeaways from the 2019 T3/Inside Information Advisor Software Survey
• Advising a High-Earning, Risk-Taking Pre-Retiree Using Behavioral Investor Types
• The Top 5 Tasks Advisors Can Outsource to Virtual Assistants
• How to Advise Preservers
• Beyond AUM: Getting Paid for Your Advice
• Advising a Too-Conservative Retiree Using Behavioral Investor Types

Retiring with Natalie Choate

• Tricky Timelines If You Miss an RMD
• Restoring Lawsuit Winnings to an IRA
• The 401(k) Early Withdrawal Penalty: It's Not Fair!
• A Good Tax Idea Backfires
• Effectively Taking Early IRA Distributions Without Penalty
• Managing a Year-of-Death RMD in an Inherited IRA

Article Library

• Advisor Insights