Morningstar

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?

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Small companies that pay out distributions outperform those that don’t over the long term – with lower volatility.

Which funds that already reached their target year have had the best five-year returns?

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

Nearly 2,000 advisors, exhibitors, and asset management industry leaders headed to Chicago for Morningstar's annual investment conference June 18-20. Here, attendees reveal the top takeaways for advisors.

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.