25 Best Countries for Retirement Security: 2017
In the annual report from Natixis Global Asset Management, the U.S. fell three notches in its ranking since last year.
Investors Should Sit Tight When a Fund Changes Managers: Morningstar
Research by the fund analysis firm found that changes in fund management have little if any impact on fund performance.
Morningstar Acquires 40% Stake in ESG Ratings Firm Sustainalytics
The acquisition extends a partnership with Sustainalytics, which provides the analysis for Morningstar's ESG ratings of mutual funds and ETFs.
Bob Doll Sees Stocks Rising; Scores His 10 Predictions
Nuveen's top equity strategist acknowledges investor worries but expects global growth will be strong enough to push equities even higher.
Morningstar, MMI Launch Sustainable Investing Initiative
The program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.
How American Families Pay for College: 2017
Sallie Mae’s 10th survey of parents and children shows that parents are saving less and students are borrowing more.
States Dumping Estate Taxes, but Beware Those That Haven’t
A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.