With his recent retirement as CEO, Morningstar's founder looks back on how the industry has changed over the past three decades.

Why active fund managers don't always do what the investor wants.

The Trump administration's proposed tax reforms may give the market a new lease on life.

BlackRock and other investment firms are struggling with the best model as investors demand lower fees.

New year forecasts are always bullish, and often wrong; TD Ameritrade launches new ad campaign; and grandparents spend $2,300 each year on their grandkids.

The Financial Stability Board recommends increased oversight for the likes of BlackRock, Vanguard and Fidelity.

Adoption of the factor-tilted funds continues for advisors, with almost one-quarter using them to replace a plain vanilla option.

“Winter Charts” is a series of current financial topics explained in dots, lines, and only a few words –just the right “mix” to concisely convey ideas for critical thinking about investing.