Morningstar Inc.

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  1. Articles

    In rare move, Vanguard beefs up international exposure in target date funds

    Fund giant also plans to launch lower-cost institutional series to expand its market reach.

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    Vanguard finds another way to get its ETFs in your clients' hands

    With new presence in the ETF strategist game, Vanguard wins Envestnet, Cambridge and more retirement-plan business.

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    BlackRock adds fuel to smart beta debate in push for exotic bond strategies

    Money manager set to launch new strategy as “smart” way to dodge investment risks as rates rise.

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    In target date funds, performance starts to trump risk management as assets balloon

    Some strategies stay aggressive right up to target date while others dial down risk; each group has its reasons

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    Salient Partners buys Forward Funds with liquid alts expansion in mind

    Salient Partners is buying Forward Management in an effort to build scale in the rapidly growing liquid alternatives space.The deal, announced Wednesday and scheduled to close by July, creates a $27 billion asset management firm, including 36 mutual funds, separate accounts, and at least one hedge

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    Alternatives are earning their keep in 2015

    The solid relative performance of alternatives makes the case for diversification of portfolios in 2015.

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    Citigroup says oil is going from cheap to dirt cheap

    Breakfast with Benjamin: Could $20 oil really happen? According to Citigroup, It's impossible to call a bottom point. Plus: Morningstar crowns the 'best' liquid alts fund, another oil producer feels the pain, and the case for active management gets stronger.

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    After Bill Gross, Pimco Total Return performance is back at the top

    Portfolio managers deliver strong performance with right central bank call, leading Morningstar to boost rating even as more investors pull assets.

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    A new entry point for gold investors takes on GLD

    Just as gold is regaining its luster with investors, Bank of Montreal's new gold deposit receipt program offers a new way to tap into the market for the precious metal. The Bank of Montreal's gold deposit receipt program, GOLDRs, which is aimed at U.S. investors, is SEC-registered and DTC-eligible,

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    Sallie Krawcheck: Don't underestimate robo-advisers

    Sallie Krawcheck says online advice industry is filling a gap in the marketplace.

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    Mortgage-backed securities shape up as a solid cash alternative

    For investors and financial advisers sitting on some excess cash while waiting for the Federal Reserve to raise interest rates, a narrow band of the mortgage-backed securities market might be the right tool at the right time.A 1.75% yield and a slightly higher total return won't stack up very well

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    Art investors in a tizzy over a flood of Picassos

    Breakfast with Benjamin: Thousands of paintings by Pablo Picasso might be about to hit the market. Plus: Where to start to get a million bucks in your 401(k), never assume when it comes to retirement saving, and how Obama's budget targets big banks.

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    Exclusive: Fidelity to acquire eMoney Advisor in major adviser-tech deal

    The Boston fund giant will acquire eMoney Advisor, a top financial-planning software manufacturer, in a move that could resonate as one of its most potent adviser-technology deals to date.

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    Vanguard warns advisers on stock risk in client portfolios

    According to the fund giant, investors are taking on portfolio risk not seen since 1999 or 2007, and advisers need to adjust client expectations for low-return markets.

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    Active managers get a seat at the ETF table

    To the chagrin of some, a fast-growing industry comes to terms with active management.