Morningstar

Emerging markets, value and small-cap funds dominate the list, but other factors need to be considered, as well.

Research into the point system for ranking funds questions whether the metric is valid in gauging future performance.

While contribution limits are expected to remain untouched, the country is still facing a retirement crisis, one expert says.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

The first step is to account for any obligations or costs, an expert says.

The right debt strategy can help clients make better decisions with capital allocations.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

Asset managers are still guessing how clean shares will fare under the new regulation.

The holdings in each of the three new offerings are rated A to BBB.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

Have advisors learned nothing from the 2008 crash?

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.