15 Best US Cities for Retirement: 2016
Bankrate scored nearly 200 cities on cost of living, walkability, health care and other factors.
Perez Shrugs Off DOL Fiduciary Rule Lawsuits, Vows Continued Outreach to Industry
“Some folks in the industry want a Best Interest Rule as long as it’s not enforceable,” the Labor secretary said.
Here's Why Advisors Should at Least Consider Managed Futures
These award-winning managed futures strategies have compounded annual returns ranging from 13% to 36%.
Persian Rugs: Still Priceless or a Magic Carpet Ride to Nowhere?
The lifting of Iran sanctions allows Americans to buy Persian carpets for the first time in six years, but are they worth the steep prices?
Stock Picking Is More Than a Numbers Game
Portfolio managers with bottom-up stock selection expertise as well as active managers share their methods along with highs and lows at the Morningstar conference.
Vanguard’s McNabb: DOL Got It Right; Get Used to Shrinking Fees
Advisors need to learn to use technology to help business, McNabb said at Morningstar Conference, envisioning a hybrid future for advisors.
Using Behavioral Finance to Help Clients Discover Goals and Set Priorities
Using techniques born out of behavioral finance, Morningstar’s Sarah Newcomb provided insights to help advisors help clients.
High-Yield Bonds: Only for Long-Term, Non-Squeamish Investors
Despite junk bonds’ risk and volatility, three experts at Morningstar Conference make the case for these long-term cash generators in a portfolio.
Market Timing Costs Investors Big: Dalbar
Behavioral missteps and fees caused the average stock investor to underperform the S&P 500 by more than 3 percentage points in 2015, Dalbar found.
Private Equity: Greater Returns, Greater Risks
Fidelity added private equity funds to its institutional platform as a result of advisor demand following stellar returns, but there are other factors to consider.