Democracy at work. | Copyright Andrew Burton, Getty Images Smart beta may not simply be a passing fad. Global assets in smart beta ETFs are expected to surge from $282 billion today to $1 trillion by 2020 and $2.4 trillion by 2025, according t...

As nearly 10,000 boomers retire each day, we’re entering a period where there are more people with free time on their hands (age 65 plus) than those who are time-constrained (ages 35-44), for the first time in U.S. history. And these boomers will...

Surviving spouse receives taxpayer-friendly ruling in IRA case

Even in the multitrillion-dollar retirement plan market, $1.97 trillion is nothing to sneeze at. That’s the amount Morningstar tracks in over 3,200 collective investment trusts (CITs) as of early May 2016...

A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning by House Ways and Means Committee members Peter Roskam (R-IL), Earl Blumenauer (D-OR), Erik Paulsen (R-MN) and...

(Bloomberg) -- The U.S. retirement landscape is starting to look like a Charles Dickens novel...

The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages...

The Department of Labor’s (DOL) “fiduciary rule,” likely to first take effect in June unless blocked by Congress or the courts, will deprive small savers of access to investment advice. For illustration, we can look to what...

Making personal financial management as easy as making a cup of coffee. Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014. Call...