Morningstar

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

It’s not just clients in high-tax states buying up muni bonds.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.

The move comes as competitors cut prices to entice RIAs to leave the platform.

The Fed’s pause on interest rate hikes has been a “net positive” for the category, an expert says.

Clients can avoid tax liability on their capital gains by donating securities that have appreciated in value, an expert says.

The average fee was nearly 20 basis points higher than the top-performer.

Multiple rate hikes by the Fed last year contributed to less-than-stellar results.

All 20 funds posted losses over the last year.