Tag "Morningstar"

5 “Must Read” Articles for the 401k Plan Sponsor and Fiduciary

You must read these because everyone else is. And if everyone else is and you’re not, they’ll know more than you. Is that what you want?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 12/13/13

401k tops pension alternatives, watering down “fiduciary” and Fee Disclosure Rule Misdirect?

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FiduciaryNews Trending Topics for ERISA Plan Sponsors: Week Ending 2/1/13

Borzi’s rise, crying brokers & the coming Fiduciary battle

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Morningstar Star Ratings: Do They or Don’t They Predict?

If you thought Shrödinger’s cat had it tough, wait to read this.

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Have Mutual Fund Rating Agencies Lost Their Mojo?

For retirement and retail investors alike, has Morningstar and its kin passed their collective “use by” date?

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Why 401k Plan Sponsors (and Investors) are Going Back to the Future

Do the answers 401k investors seek lie in its past?

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A 401k Must Read: Mutual Fund Expense Ratio Myth Busted

This may rock the world of the unsuspecting. Fasten your seatbelts before proceeding.

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Overdiversification and the 401k Investor – Too Many Stocks Spoil the Portfolio

Some practical advice to 401k investors that relies on real world results rather than just on academic studies.

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Fiduciary News Trending Topics for ERISA Plan Sponsors: Week Ending 9/23/11

Will this be known as the week we lost the fiduciary standard?

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Readers Select Top Fiduciary Stories of 2009: #9 New Research Reveals When Active Beats Passive

With the decline of Modern Portfolio Theory as the default operative model, sophisticated investors seek the Holy Grail – the theoretical basis for determining when active will beat passive and when passive will be active. Has it now been found?

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