Morningstar

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  Energy MLPs & Taxes: Under Scrutiny, but Still Churning Out Returns

  By Janet Levaux, AdvisorOne  |  March 26, 2013

  Legislators continue to zero in on partnerships, though most energy firms seem likely to avoid major impact, experts say.

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  Invasion of the Yield Chasers! Even PIMCO Joins Horde

  By Joyce Hanson, AdvisorOne  |  March 21, 2013

  Considering the frustratingly low yields in risky junk bonds and a moderately steep Treasury yield curve, where do opportunities lie for fixed-income investors?

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  Vanguard, PIMCO Dominate ’12 Global Fund Flows: Morningstar

  By Janet Levaux, AdvisorOne  |  March 11, 2013

  Investors focused on key fund families in the fixed-income space last year.

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  The Client Newsletter: Canned or Customized?

  By Gil Weinreich, AdvisorOne  |  March 5, 2013

  The client newsletter costs money and time to produce, but fail to put it out and you have dispensed with a valuable communication tool.

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  LPL Launches Platform to Improve 401(k)s for Participants

  By Danielle Andrus, AdvisorOne  |  March 4, 2013

  LPL Financial launched a retirement plan platform to help employers provide their workers with an improved 401(k) experience, the firm announced Monday.

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  Morningstar’s Most-Researched Investments Offer Up Surprises

  By Joyce Hanson, AdvisorOne  |  March 1, 2013

  Advisors and institutional investors diverge on equities versus income, though everybody agrees on PIMCO Total Return.

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  Impressions From T3 Conference: The Future Is Bright, Part 2

  By Michael E. Kitces  |  February 25, 2013

  Seeing the cutting edge of technology at the conference also served to highlight the emerging challenges of technology development.

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  Performance Dispersion—Why It Matters

  By Jon Sundt  |  February 25, 2013

  Remember 2008? To paraphrase Dickens, it was the best of times for managed futures funds and the worst of times for almost every other strategy.

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  Fed Economist Sees Stronger Growth in ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Longer term, though, the United States has to get its debt levels under control or risk hurting investment, said Kevin Kliesen at the Morningstar Ibbotson Conference.

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  Morningstar Expert Debunks Myth of ‘Dumb’ Fund Investors

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  John Rekenthaler discussed why investors were “not making money that one might expect from funds” at the Morningstar Ibbotson Conference.