Morningstar

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.

The broad market is rising, but so are the worries. See which cyclical funds have rewarded investors.

Buybacks are good for company execs. But are they good for portfolios?

Fixed income has posted steady returns in these markets, while once high-flying equities have come crashing down.

One adviser at the Morningstar conference finds retirement assumptions being reconsidered.

Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.

Women tend to outlive their spouses. At the same time, they are undersaving and underearning. How can advisers help?

Some advisers may think the regulations won’t affect them. Here’s why they’re wrong.

A planner at the Morningstar conference sees too many risks, not enough rewards

Worthy ideas debated on the fiduciary rule, retirement prep and annuities.

“There are so many business models offering financial advice, it’s almost impossible for a layperson to distinguish between advice and sales,” a panelist says.

Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.

Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

These funds have the luxury of time to be more aggressive – which had the best five-year returns?