Schwab Adds 18 ETFs to Commission-Free OneSource
On Sunday, Schwab will add 18 funds to its OneSource platform, bringing the total ETFs available to 198.
Under the Hood: Bond Investing—Preparing for Rate Increases
When rates rise, what bonds do you want your clients to be holding? A look at the options.
Investors Embraced Passive Funds, Eschewed Active Managers in 2014
Morningstar’s recap of mutual fund and ETF flows shows passive funds led the way with $166 billion in 2014; active funds lost $98 billion.
Ritholtz: How Good Was Bill Gross?
Have the media misrepresented Bill Gross' PIMCO track record? Barry Ritholtz “sets the record straight.”
8 Steps for a 2015 Portfolio Cleanup: Morningstar’s Benz
The mutual fund expert shares her latest tips for paring portfolios laden with too much "stuff."
Top 18 Fund Managers of 2014: Morningstar
Vanguard and JPMorgan grabbed the most nominations for Morningstar's annual U.S. Fund Manager of the Year awards.
Best Finance Tweets of the Year: 2014
Bill Gross pledges to live to 110 and other highlights from the year of Thomas Piketty and "Flash Boys."
Falling Oil Prices Leave ‘Pocket of Opportunity’ in Pricey Market: Morningstar
The fourth quarter's plunge in energy stocks has led to a surge in the number of stocks earning all five of Morningstar’s coveted stars.
Commodities: More Pain Ahead in 2015
The sharp drop in oil and rise in the dollar are harbingers of weakness for the asset class, experts say.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.