Morningstar

Active management gets a black eye when funds can’t keep pace with indexes, especially when the shortfalls aren’t short-term.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.

Whenever any investing style becomes too popular, future returns are likely to lag.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.

It allows more flexibility than some may think, according to executives from the two firms.

Clients are advised to put their savings in accounts with differing tax treatments to better manage the burden in decumulation.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

For the first time in his 30-year career, columnist Bob Veres is starting to hope the sector may catch up in the areas of trust, transparency and a fiduciary mindset. A promising new app is helping him get there.

KeyCorp acquired the personal financial management tool for an undisclosed sum.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.

Studies show smart beta beating their benchmarks more than active managers.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.