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The track record of this family's active managers are put under IFA's research microscope.The track record of this family's active managers are put under IFA's research microscope.

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The SEC's crackdown on advisory conflicts exposes industry issues. Find out how to protect your portfolio from high fees and biased advice.

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Learn how new 401(k) alternative investment rules may impact fees, transparency, and your retirement wealth. Make informed decisions for your future.

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America's smartest institutional investors are failing spectacularly. New research shows even Harvard and Yale would beat their own returns by simply buying index funds — a wake-up call for trustees and investors pursuing complexity. America's charitable organizations collectively oversee more than $800 billion in endowment assets, yet most would

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When seeking financial advice and assistance, there is a good chance that you might run into several different credentials that indicate a professional's background as well as area of expertise. When it comes to financial planning the CFP® designation is the gold standard due to its rigorous education, examination, experience,

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Imagine working hard, saving diligently, and placing your trust in the financial system — only to wonder if your money is truly being managed to align with your financial goals. That’s a concern many investors share, and it’s why independent recognition for stewardship matters.

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37 Years ago after selling my company, I entrusted a major brokerage with my savings. Over time I realized the relationship benefitted the brokerage far more than me.

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For decades the financial industry has operated on a simple premise: Skilled fund managers can beat the market by picking winning stocks and timing their trades perfectly. But what if the real problem is less a lack of skill than human nature itself?

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You've probably heard about sophisticated trading strategies that seemed to beat the market: Momentum Investing, Contrarian Plays, Complex Algorithms. But these strategies often have a critical downside.

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Doing something or doing nothing: Which produces better returns? Jeffrey Ptak, Managing Director for Morningstar Research Services, wanted to test a simple question: What would happen if these active managers just stopped trading?

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