Where Vanguard’s CEO Sees The Fund Industry Going
Vanguard CEO Bill McNabb gives his take on the fiduciary rule, pricing for advice, expected market returns, corporate governance, and target-date funds.
Rekenthaler Report
Morningstar Investment Conference: Practical Advice for an Evolving World
Indexing, automated advice, and the new fiduciary standards.
Three Keys to Retirement Investing
Asset allocation gets the spotlight, but contribution rates count for more, and perhaps costs, too.
Putnam Voyager: End of an Era
The "future of the fund industry" wasn't.
Revisiting the Many Estimates for Market Returns
The dispersion can be rationally explained. Plus, a look at two lawsuits making waves this week.
Mass Customization Has Finally Arrived
Twenty years later than advertised, but who's counting?
What Will Your Portfolio Return?
Public pension funds and investment managers have reached very different conclusions in the guesswork that is predicting investment returns.
How Should Investors Time Their Investment Strategies?
A conversation with Rob Arnott.
Make Less Money, Take More Risk?
The arguments for and against.
3 Lessons From Hedge Funds’ Rise and (Partial) Fall
The ups and downs each inform.
Index Funds Are Good Corporate Governors: Who Knew?
Chalk up another one for indexing.
Rekenthaler's Sunday Reader Mailbag
Morningstar columnist John Rekenthaler tackles strategic beta, choosing a MLP fund and math for 7 year olds.
Hollywood Fibs About Wall Street
Which, sadly, some people seem to believe.
Why Strategic Beta Makes Sense
And how it departs from other investment 'innovations.'
The DOL's Fiduciary Rule: Better Late Than Never
The world leads, the U.S. follows.
Jack Bogle’s Latest: Basic Math
The smartest people don’t necessarily run the best funds.
Why Fund Costs Are Dropping
Vanguard is a big reason, but not the only one.
The Sad Tale of Concentrated Value Funds
They need index fund competitors.
The Third Wave of Indexing
Targeted index funds are coming.
How Much Do You Pay Each Year in Fund Fees?
The answer is worth knowing.
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