Morningstar

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

LIMRA predicts annuity sales could gain 5% to 10% in 2018.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

Uncertainty over the euro’s future sent the Janus Henderson manager’s $2.1 billion fund plummeting nearly 3%, making a bad year even worse.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

When clients are too focused on returns, bring the discussion back to expenses.