Morningstar

“Investment allocations can differ from one fund to another, and so do the expense ratios,” an expert cautions.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Nearly all of the fixed-income funds held short term debt.

In what was a stellar year for corporates, governments nearly missed the list entirely.

While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.

Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.

More than half of them track the industry’s top-performing category.

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

“There’s less performance chasing than you saw in the past, and that’s a positive thing,” an expert says.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.