Laura Pavlenko Lutton

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  Morningstar Announces Allocation Fund Manager of the Year Nominees

  By John Sullivan, AdvisorOne  |  December 19, 2012

  Morningstar finished its “big reveal” on Wednesday, closing out the announcement of its 2012 Manager of the Year nominees.

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  Best and Worst 529 College Plans for 2012: Morningstar

  By Joyce Hanson, AdvisorOne  |  October 18, 2012

  What’s striking this year is the big pool of winners, a reflection of the improvement in the 529 industry since it hit bottom in 2008—and seven of the 27 medalists are advisor-sold.

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  New Hire Roundup: Morningstar Adds to Fund Research Team

  By Marlene Y. Satter, AdvisorOne  |  June 20, 2012

  This week in new hires, Morningstar announced six appointments for its fund analyst research team; James Machuga joined Merk Investments; and Philipp Hildebrand was named vice chairman at BlackRock.

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  Best & Worst 529 Plans: Morningstar

  By John Sullivan, AdvisorOne  |  November 17, 2011

  Many parents of the country’s best and brightest soured on the 529 story after 2008. But the plans are making a comeback, and Morningstar helpfully points to the best, as well as those still in need of work.

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  Four Reasons Target-Date Funds Dominate Retirement Investing

  By Ed McCarthy, CFP  |  April 23, 2010

  With target-date funds, investor returns over the past three years exceeded the funds' total returns in every target-date category except for one, and far exceeded a shareholder's experience owning a traditional mutual fund.