Morningstar

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.

Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

These expense ratios were closer to the average fund fee in 1996.

Many sectors have rallied the past decade, but tech and health care outperformed.

A big difference in fees may not be enough to offset taxes on capital gains.

Couples born many years apart need extra guidance as they prepare for their post-work lives.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

The biggest losers so far? High yield bond and large value products.

The No. 1 IBD adapted Riskalyze to its still-evolving ClientWorks portal and added Black Diamond to its discounted vendor program.

Some funds that were in the black still turned in a poor performance — it’s all relative.

Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.

Failing to monitor reinvested dividends could boost their tax bills.