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  ETFs

  This Global Stock Fund Takes Steps to Reduce Risk

  This is a compelling defensive equity strategy.

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  Funds

  Investment Truths Aren't Always Bite-Size

  Often, things aren't as simple as they are presented.

• 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.

• 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.

Advisor Insights

• 2018 Morningstar Investment Conference
• 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

• About That Best Interest Rule
• How Financial Advice Should Work
• Why Diversification Pays in Rising Markets, Too

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