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Financial Planning June 1, 2010 Ilana Polyak	Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios.
BusinessWeek June 26, 2006 Lauren Young	Mutual Funds: Back In Action Sure, the markets are jittery, but mutual funds are doing a better job for investors since the dot-com smashup. Long-term returns are up, fees are down, and, despite ETFs and hedge funds, money is rolling in.
Investment Advisor November 18, 2010 Melanie Waddell	Will ETF Flaws Diminish Their Appeal? The honeymoon period for ETFs is fading
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
Financial Planning May 1, 2012 Joseph Lisanti	Fight Night: ETFs vs. Open-End Funds Traditional mutual funds and ETFs may seem like competitors in a fight to the death. But the truth is, the two products coexist in most portfolios.
Financial Advisor August 2006 Raymond Fazzi	Fund Returns: Theory Vs. Experience Morningstar is well known for its mutual fund star ratings, but later this year the research company will introduce another standard for assessing funds -- by measuring how much of their gains end up in investors' pockets.
Registered Rep. September 1, 2005 Kristen French	Vanguard to Advisors: Let's Snuggle Now that the fund giant's founder is retired, the company is tinkering with its business model to appeal to registered investment advisors, particularly for its VIPER exchange-traded funds (ETFs).
Financial Advisor April 2010 Marla Brill	A Good Complement More advisors think both bond mutual funds and ETFs belong in client portfolios.
The Motley Fool August 16, 2011 Amanda B. Kish	Yale Puts the Smackdown on These Investments While the mutual fund industry does indeed have many problems and pitfalls, if investors are careful to choose the right funds and hold them for the long run, they can still come out ahead of the game.
The Motley Fool June 22, 2010 Dan Caplinger	Why Mutual Funds Are Here to Stay The death of funds is greatly exaggerated.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
The Motley Fool September 8, 2008 Selena Maranjian	ETFs on the Rise Will exchange-traded funds put mutual funds out of business?
Registered Rep. January 1, 2005 Stan Luxenberg	Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients.
Registered Rep. June 28, 2010 Stan Luxenberg	Investors More Sophisticated, but Still Buying and Selling at Wrong Times In recent years, shareholders have become smarter fund shoppers, said speakers at the Morningstar Investment Conference, which was held in Chicago last week.
Investment Advisor May 2009 Melanie Waddell	Danger & Opportunity: Raising the Bar An interview with Morningstar's Don Phillips, president of fund research, about the renewed importance of research in investing.
The Motley Fool September 28, 2007 Amanda B. Kish	The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not.
Registered Rep. March 29, 2011 Diana Britton	Morningstar: Pick Funds that Regard Investors as Partners Fund companies that regard their investors more like partners than "other people's money" are more likely to deliver good risk-adjusted returns and have higher survivorship rates.
Financial Advisor December 2011 Marla Brill	Still Ahead ETF assets have more than quadrupled since 2004, but mutual funds are still favored by advisors.
Financial Planning November 1, 2009 Stacy Schultz	ETFs' Glory Days At a time when the market was swinging by hundreds of points a day, exchange-traded funds (ETFs) offered a more secure alternative.
The Motley Fool May 18, 2007 Amanda B. Kish	What Warren Buffett Thinks About ETFs The investment guru weighs in on the debate over index mutual funds vs. ETFs.
On Wall Street April 1, 2010 Elizabeth Wine	ETFs and Closed-End Funds: New Strategies for a New Day The range of ETFs continues to grow and advisors are graduating to the next level of sophistication, from the traditional use of gaining quick access to a sector or country, to now delivering alpha to clients.
On Wall Street June 1, 2012 Dave Lindorff	Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs.
BusinessWeek June 6, 2005 Adrienne Carter	The Hottest Funds In Town The fast growth of exchange-traded funds has the mutual-fund business scrambling.
Investment Advisor September 2005 Melanie Waddell	Retirement Plan Advisor: The Lower Cost 401(k) Option Using exchange-traded funds (ETFs) as investing options in 401(k) plans is becoming increasingly popular as firms realize that ETFs offer participants a lower-cost option than mutual funds. More and more advisors are also acting as investment consultants for fairly large plans.
BusinessWeek January 14, 2010 Lewis Braham	Fund Managers: Betting Their Own Money A Morningstar study shows that funds with manager investment may do better than their peers. But they remain a minority.
Registered Rep. January 2, 2014 Stan Luxenberg	The Case for Mutual Funds Proponents of ETFs often argue that traditional mutual funds are obsolete -- black-and-white TVs in an age of streaming video. But the advantages of the ETF structure are limited, and they are eroded by the costs of trading.
On Wall Street September 1, 2011 Elizabeth Wine	Active Resistance It's not been a good recovery for actively managed mutual funds. Investors have been steadily pulling money out, while sending waves of cash into passively managed index funds and exchange-traded funds.
Financial Planning October 1, 2010 Donald Jay Korn	A Bigger Slice Of all the challenges that the fund industry has faced and still faces, a stagnant stock market may be the most serious.
The Motley Fool November 23, 2004 Shannon Zimmerman	The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so.
The Motley Fool March 16, 2009 Dan Caplinger	This Wealth-Killing Blunder Will Cost You Some commentators are arguing that the way millions of investors put money to work in the markets through mutual funds has fundamental flaws that simply can't be overcome.
Registered Rep. April 1, 2005 Stan Luxenberg	Explore Beyond the Core Exchange-traded funds are excellent choices for advisors seeking a core holding for clients. But the most intriguing ETFs are the less well-known funds that can increase returns, often while dampening risk.
The Motley Fool April 25, 2007 Dan Caplinger	An ETF Strategy To Save You Money A favorite mutual fund might have a matching ETF -- with lower expenses.
Financial Planning October 1, 2005 Craig L. Israelsen	Making the Grade Does Morningstar's new stewardship ranking of a fund's ethics correlate with good performance?
Financial Advisor November 2007 William Glasgall	Income For Life? Well, We Hope So. A look at new products that are supposed to create "personal pensions" for your clients: Dividends Galore With ETFs... Mutual Funds Aim For Payouts... Advisors Warm To Immediate Annuities... etc.
The Motley Fool May 11, 2005 Shannon Zimmerman	The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so.
The Motley Fool January 19, 2010 Amanda B. Kish	The Hottest Trillion-Dollar Investment Read these tips before jumping into the popular world of exchange-traded funds.
Registered Rep. June 25, 2010 Jerry Gleeson	Vanguard Broadens ETF Platform The company that made its reputation with low-cost indexed investments said it will launch 19 new index funds and related ETFs over the next year, as well as an ETF that tracks its $91 billion Vanguard 500 Index Fund.
The Motley Fool June 28, 2011 Amanda B. Kish	Does Your Manager Invest Alongside You? And why that shouldn't be the only question you ask your fund manager.
The Motley Fool June 17, 2010 Nathan Alderman	What the Fool Is an ETF? What is an ETF? An ETF, short for "exchange-traded fund," is a mutual-fund-like basket of investments that trades like a stock. Though a few ETFs are actively managed, most simply track some sort of index. ETFs have five main benefits.
Registered Rep. April 1, 2006 Kevin Burke	Herd Mentality Instead of being the value-adders they're supposed to be, brokers seem to be following the larger herd of investors. A recent survey shows about two-thirds of brokers invest more than half of the asset they manage with a single mutual fund family.
BusinessWeek November 10, 2003 Jeffrey M. Laderman	Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers.
Registered Rep. March 30, 2006 John Churchill	Mutual Fund Performance Overstated, Says Study Actively managed mutual funds have done worse than is generally thought. Those, at least, are the findings of a study released yesterday covering a ten-year period of performance figures reported by Morningstar.
Financial Planning July 1, 2012 Allan S. Roth	Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors.
The Motley Fool May 18, 2010 Dan Caplinger	These 5 Free Vanguard ETFs Make a Winning Portfolio What's the best way for ordinary investors to create a diversified portfolio using solely Vanguard ETFs? Here's one possible lineup.
Investment Advisor April 2008 Melanie Waddell	12b-1 Headed for an Overhaul After nearly a year of silence, the SEC has decided to revamp 12b-1.
Investment Advisor December 2005 Kathleen M. McBride	Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest?
The Motley Fool June 8, 2004 Shannon Zimmerman	The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform?
Knowledge@Wharton September 24, 2003	Mutual Fund Scandals: Once Again, Individual Investors Are the Losers Is the mutual fund industry going to become mired in the kind of scandal that has afflicted so many public companies over the past few years?
Financial Planning December 1, 2006 Rob Garland	The True Cost of ETFs Are exchange-traded funds really cheaper than index funds? A comparison of total expenses shows that traditional wisdom may be wrong.
Financial Planning December 1, 2006 Elizabeth O'Brien	Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition.