Morningstar

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.

The method is gaining traction, even as some warn against abandoning the regular approach.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

From BlackRock CEO Larry Fink to author Michael Lewis, here are the most thought-provoking remarks made at the asset manager's annual conference.

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

The impact of digital companies may be felt later than sooner; but millennial clients and health data seen as catalysts, experts say.

The Labor Department's own rule-making process may be presenting hurdles to completely rescinding the regulation.

As products and advice change, there’s one clear winner.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Since 2011, inflows into these funds have soared. Here's what they're about.

Amid the ups and downs of the bond markets, these funds attracted new investors.

The firm's success bucks a long-held premise that investing in developing markets requires active managers responding to sudden shifts in political risk.

The new offerings could boost returns to investors by 50 basis points, according to a Morningstar study.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

Dependent care flex spending accounts can help clients mitigate child care costs, but also reduce tax credits otherwise available.