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Morningstar
Fidelity cuts target-date fund fees amid competition
In addition to investor class and institutional reductions, the firm is also rolling out new offerings combining active and passive strategies.
Stock gains, target-date funds shrink behavioral gap in investment returns
Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.
Fighting the behavior gap
We’re hardwired for behavioral shortcomings, and can’t just choose not to fall victim to them. But advisers can find clever ways to help clients avoid or short-circuit these biases.
Sponsored by Raymond James
Can diversification protect against the next crash?
Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.
Low cost should not be sole factor for buying target-date funds
Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.
Voices
Does multifactor investing live up to its hype?
Allan S. Roth
Founder
Wealth Logic
The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.
Voices
What I like about Morningstar’s 3 new data sets
Allan S. Roth
Founder
Wealth Logic
The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.
Voices: Smart beta performance isn’t worth the cost
Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.
Top small-cap funds over past 5 years
While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.
Tax planners see uncertainty, opportunity in pass-through deduction
The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?
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