Morningstar

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.

Managing risk factors while selecting the components of various maturities and ratings for these products can be a daunting task.

The cheapest 20% of funds received $949 billion of new money last year, while the rest of the industry reported outflows of $251 billion.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

The cheapest 20% attracted nearly $1 trillion in new client cash last year.

A new tool from the firm allows clients to analyze 2,400 equity-mutual funds and ETFs through the lens of factors.

How can advisors best use the investment research firm's data to help clients?

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

Known for his “safe and cheap” investing mantra, he distinguished his style from that of Benjamin Graham and David Dodd, the fathers of value investing.