Morningstar

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.

Investors have grown cautious following October’s rout in global markets.

Its purchase includes the manager’s mutual fund and ETF businesses.

Recently, higher interest rates and stock market volatility have undermined gains.

The data firm launches a new risk analysis tool, the Global Risk Model, to compete with Riskalyze.

The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.

High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.

There are at least 200 fewer products available since 2015. Some advisors haven’t noticed. But should they?

Factors including low interest rates may have contributed to success.

Those with outflows cost clients more than twice as much.

Microsoft and Amazon.com are the fund’s top-two holdings.

Use this checklist to help clients avoid the bill from surprise capital gains distributions.

Fees were nearly half the price of the top-performing active funds.

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.