Morningstar

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.

Nearly all of the outflows came from mutual funds and ETFs that posted losses.

Clients will be able to contribute more to these accounts in 2019 because of changes in tax law, but choosing a plan is still no easy decision.

The top 20 are now home to nearly $1.2 trillion in combined assets.

A record 186 funds were shuttered last year. What does this mean for the future of the industry?

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?

Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some of the changes to rental property rules may be confusing for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.