Morningstar

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.