TD Ameritrade Launches 4 Initiatives at National Conference
TDAI chief Tom Nally also vows company will remain “focused and vigilant” on advocating for the fiduciary standard.
Morningstar App Brings Office, Advisor Workstation to iPad
Morningstar released a new app for the iPad on Wednesday to complement the desktop versions of Morningstar Office and Advisor Workstation.
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.