Displaying 323 results
Explore four opportunities to elevate advisor-client relationships
Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success
Vanguard jumps on the ETF share-split bandwagon
The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.
5 retirement planning resolutions for 2021
Learning from the lessons of 2020 and taking action to improve their retirement planning should be a key focus for advisers in 2021.
60/40 portfolio confounds critics with another big year
Despite all the doubts, a 60/40 U.S. portfolio is up 13% year-to-date
Add historical context to risk profile questionnaires
The questionnaires lack vital context, and the allocations clients are slotted into don't mean what they once did
Fund managers’ nightmare: Biden without ‘blue wave’ Congress
If Republicans retain control of the Senate, the chances of massive fiscal stimulus early next year diminish
Digital demand stokes big returns in emerging markets
The key is targeting exposure with active management and subsectors
Lessons from the financial experts
For advisers and their client, there is no one best way to invest
New 60/40 portfolio substitutes riskier hedges for U.S. debt
Some managers are exploring other investments, ranging from options to currencies, to provide the protection that traditionally came from Treasuries
New book details how financial pros manage their own money
A collection of essays from Josh Brown and other top investors proves there are many ways to invest
The InvestmentNews Podcast: Portfolio makeovers
Jeff Benjamin and Bruce Kelly talk to Christine Benz of Morningstar about the annual portfolio makeover she hosts.
Faith-based investing catches a ride on the ESG wave
Advisers find even nonreligious clients are embracing faith-based strategies
The time to look beyond bonds for income is right now
Savvy advisers are adding value by trimming fixed income and rethinking the 60/40 rule
When clients want to ride out the rest of the year in cash
Advisers are spending more time 'talking clients off the ledge'
Rethinking the 40% bond allocation
Fixed income experts from Vanguard and BlackRock advised on the appropriate bond allocations at Morningstar’s annual conference
Morningstar conference takes hard look at active management
The keynote presentation examined why active managers are a crucial ingredient of an efficient market
Smart-beta funds don’t live up to the backtesting
An academic study finds strategies that outperformed on paper disappoint once they're packaged as ETFs
Why ROI is the wrong metric for guaranteed income
Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide
Ultra-wealthy are loading up on cash
Millionaire investors have boosted cash to 19% of their total assets, up from 12% prior to pandemic, group says
American investors have a lot riding on big tech
The massive run-up in a few technology stocks this year means many are less diversified than they may realize
