Morningstar

Overhaul of TDFs in the works

By Paula Aven Gladych | June 18, 2013

Target-date funds have been a boon to the investment industry, but some big changes could be on the way.
Bogle lambastes financial industry, calls compensation a ‘disgrace’

By Gil Weinrich | June 14, 2013

Industry elder statesman John Bogle condemns the financial industry’s grip on corporate America while taking other unpopular stands in a wide-ranging keynote discussion.
For income funds, name may determine destiny

By John Sullivan | June 13, 2013

Amount of money flowing into funds with ‘income’ in their name is three times larger than those without.
Variable annuities offer a bright spot

By Paula Aven Gladych | June 6, 2013

Variable annuity sales showed some improvement in the first quarter, a positive sign for an industry that has been slumping.
Are risk-parity funds the next big thing?

By Steve Garmhausen | May 31, 2013

The mutual fund industry is forever trying to build a better mousetrap — with mixed results.
Muni bond investors on edge over tax proposal

By Mark Jewell | May 23, 2013

Municipal bonds continue to provide a reliable refuge from stock market volatility and a steady source of tax-free income.
When to begin Social Security? Even advisors aren’t sure

By John Sullivan | April 2, 2013

Here's a scary thought: Social Security is the largest source of retirement income for most Americans.
Long/short equity ETFs

By Rich White | April 2, 2013

These "alternative" funds provide equity exposure without the volatility of long-only indexes.
A moving target

By Pam Black | March 7, 2013

How do you choose the right TDF?
Are gun company stocks in your fund portfolio?

By Mark Jewell | February 8, 2013

But whatever one thinks about gun control, removing such an investment from a portfolio on moral grounds isn't always a simple matter. There are potential costs from putting your principles before profits.