Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.
Kunal Kapoor, who currently serves as Morningstar's president, has been appointed the new CEO.
But investors should expect volatility as election heats up.
The funds merge active-management strategies with low cost, passive structure.
Lumping ETFs and mutual funds into the same peer groups.
Ignoring proxy letters could lead to lost assets.
Five candid reponses on how he will lead the firm, the virtues of robo-advice, and rooting for both the Cubs and White Sox.
Some advisers say a cleansing is long overdue.
The funds take advantage of the SEC's reporting rules on derivatives to make their high fees look smaller than they actually are.
Tempting yields might be just replacing one kind of risk with another.
Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer
Pinning the value rally on the Fed, hoping for the best.
Outflows at Franklin and Waddell & Reed mask overall healthy inflows.
ETFs and active small-cap funds still lead the market despite Federal Reserve chatter.
Age-based plans for this year's freshmen don't always get high marks. New York, Pennsylvania and Iowa funds get an A, but other states have more homework to do.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
Advisers should not forget overall portfolio construction objectives when chasing dividend yields.
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
The Investment Company Institute blasts the state over its plans to exclude mutual funds from the proposed Secure Choice program.
