Investments

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

In Digital Age, Top Compliance Considerations for Providers

Are mutual funds hurting your clients' portfolios at tax time?

Emerging Markets Show Biggest Premium Since ’12 in Vanguard ETF

The Challenge of Structure

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.

Hundreds of mutual fund and ETF providers gathered at Morningstar's Investment Conference last week to pursue their equivalent of high-speed dating: meeting face-to-face with the 1,400 planners and advisors in attendance.

"Smart beta" ETFs are attracting funds from both active managers and passive indexes.

High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values.

Expert View: Small Budget, Big Impact

'There's no doubt that this world has opened up and more companies are now open to dividends,' says Thomas Huber of T. Rowe Price Dividend Growth Fund at the Morningstar Investment Conference.

With Europe still slowly muddling its way to recovery, investors looking for returns in developed nations should give Japan a second look, argue two experts.

Designing the most appropriate share class can be an underestimated component of a mutual fund manager's sales and marketing strategy.

U.S. authorities in Puerto Rico are investigating allegations that a former UBS AG broker improperly advised clients to borrow money to make investments, a person briefed on the probe said.

'There are some really extraordinary companies in Russia, but you have to be willing to embrace the controversy,' says Oppenheimer's Justin Leverenz at a Morningstar conference panel.

Investors’ appetite for U.S. equity exchange-traded funds has weakened to levels not seen in four years as demand for safety drove more money to fixed income.

Using the right chemistry, advisors can mix investments and land in a sweet spot on the risk-return spectrum.

Asset managers are feeling unprepared for future challenges despite already making strides to improve fund oversight, according to a survey of North American asset managers.