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  1. The Ins and Outs of the DOL’s Best Interest Contract Exemption

    The BICE gives some advisors a broad mandate in how they want to be compensated. Here's what you need to know.

  2. How to Help Clients Overcome Regret Aversion Bias

    Advisors not only help clients make good decisions, but they help them avoid making bad ones, too.

  3. IRA Annuities: Beware of Death Benefit Taxation

    When an immediate annuity is purchased inside an IRA, the IRA becomes subject to an entirely different set of RMD rules.

  4. How to Reduce Your Key-Person Risk

    Be prepared for inevitable change down the road by building flexibility and depth into your organization today.

  5. Low-Cost Exposure to the Consumer Discretionary Sector

    Its narrow focus and sector concentration make this ETF best-suited for use as a tactical tool to complement a diversified portfolio.

  6. The Limits of Investment Math

    For long-term investors, knowing higher math isn’t necessarily an advantage.

  7. Green Utilities?

    Morningstar incorporates ESG into its analysis and finds some surprises.

  8. Insights from an Anonymous External Investment Wholesaler

    How to balance managing businesses, managing portfolios, managing team members – and managing the rest of life.

  9. Is the Contrarian Bell Clanging for Stocks?

    At some point, investors will stop looking at the bright side.

  10. Announcing Morningstar's 2016 Fund Managers of the Year

    Check out the winners, and discover what makes them stand out.

Recent Videos

  1. With Fund Ratings, Stars and Medals Both Matter

    The star rating tells you where the fund has been; the Analyst Rating tells you where we think it's headed, says Morningstar's Russ Kinnel.

  2. Why Twitter's Moat Eroded

    We've lowered our fair value estimate and downgraded our moat rating for the social media firm as the slowdown in user growth will hamper monetization.

  3. The Week Ahead: Consumer Clues On Deck

    Friday's release of consumption data will be closely watched along with consumer sentiment. Plus, earnings from Darden, Carnival, and Blackberry.

  4. Closet Indexers Don’t Pay

    Actively managed funds that have high overlap between their holdings and the index have substantially underperformed, says professor Martijn Cremers.

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Recent Articles

  1. Flows + Bloat = Headaches for Funds

    Goldilocks knows there are problems with being too hot or too cold.

  2. 3 Struggling Foreign Large-Growth Funds That Should Bounce Back

    Their recent woes don’t raise concerns.

  3. This Fund's Juicy Yield Comes With Strings Attached

    While it offers an attractive yield and limited interest-rate risk, this senior-loan ETF exposes investors to considerable credit and liquidity risk.

  4. Buying Losers Might Work for Stocks, but Not for Funds

    The contrarian signal doesn’t translate well.

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