Forty seven percent of attendees at this week's Morningstar Investment Conference in Chicago are RIAs; 27 percent are registered reps.; and 10 percent are dually licensed, according to research on conference attendees provided by Meridian-IQ.
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Annuities initially were developed by insurance companies to help protect people from outliving their money in retirement. As annuities have evolved, however, they’ve also been proven to be useful in addressing a number of other retirement...
There’s a lot to like about frontier markets, but investors looking for exposure to countries like Pakistan and Vietnam need a long-term focus and patience...
Many studies have shown that, over time, most actively managed mutual funds underperform their respective benchmarks. But a new report released by Morningstar finds that low-cost active funds tend to outperform higher-cost active funds over the...
Jeremy Grantham, GMO’s chief investment strategist, kicked off Morningstar’s annual investment conference in Chicago warning that equity markets are overvalued and “creeping nicely and slowly toward bubble land,” but that we weren’t there yet. Ra...