Morningstar

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

Recent news and short term performance is good; longer term questions linger.

The search for low-touch mutual funds has shifted "disproportionate" client money into fixed income, an analyst says.

Larger ETFs provide more liquidity and are better constructed.

The high cost of stock picking has made clients more passive, an analyst says.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

Clients may be less anxious if they know their portfolios include funds built for stability.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

When more clients live ever longer lives, what's an adviser to do?

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

American Growth Fund announces its first offering focused on the legalized marijuana business.

Many advisers have been suggesting saving too much, at the cost of living frugally before retiring.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.

Although millennials like impact investing, those with grandkids may also be on board.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.