Morningstar

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  Morningstar Announces New Variable Annuity Comparison Tool

  By John Sullivan, Advisorone  |  May 21, 2012

  Morningstar has launched Morningstar Annuity Intelligence, a web-based product for evaluating variable annuities.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  Bonds: Partying Like It’s 1999?

  By Janet Levaux, AdvisorOne  |  May 14, 2012

  Taxable bonds gathered $17 billion of inflows in April, says Morningstar, as JPMorgan continues its fund-flow momentum.

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  How to Detect if Your Fund Manager Is a ‘Closet Indexer’

  By Joyce Hanson, AdvisorOne  |  May 2, 2012

  There’s a simple trick for advisors to figure out whether an actively managed mutual fund tracks its benchmark index too closely. Ever hear of R-squared?

• Steady Streams

  By Jane Wollman Rusoff  |  April 25, 2012

  An unusual — and stunning — thing happened on the way out of the financial crisis: In 2009, the United States became the world’s largest producer of natural gas.

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  Alternatives & Annuities: The Right Mix for Advisors?

  By Ed McCarthy, CFP  |  April 22, 2012

  It’s a new world when it comes to baking alternative investments into variable-annuity contracts, experts say.

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  Morningstar's Chen Joins Curriculum Board for Retirement Management Analyst Designation

  By John Sullivan, Advisorone  |  April 5, 2012

  Peng Chen, president of Morningstar's Investment Management division, has joined the Curriculum Advisory Board for the Retirement Management Analyst designation.

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  Is Delaware Funds’ Ericksen the Next ‘Star’ Manager?

  By John Sullivan, Advisorone  |  March 29, 2012

  The time is right for the emergence of a new star manager, and it could very well be Delaware Select Growth Fund’s manager Christopher Ericksen.

• Compelling Dynamics

  By Jane Wollman Rusoff  |  March 26, 2012