Morningstar: Investors Miss Out on 12% of Fund Returns Over Decade

Published on August 6, 2026

The return gap was smallest for investors in U.S. equity and allocation funds.

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Q&A: Corient CEO Kurt MacAlpine on Changing the Economics of the RIA

August 5, 2026
CEO Kurt MacAlpine discusses why he believes Corient’s partnership-based service model, combined with long-term strategic backing, has won deals such as this week’s acquisition of $21 billion Summit Trail Advisors.

What Is the PCE and Why Is It the Fed's Favorite Inflation Gauge?

August 6, 2026
When we talk about inflation, we usually focus on the Consumer Price Index (CPI). However, the Federal Reserve’s “preferred” inflation measure is the Personal Consumption Expenditure (PCE) index. What’s the difference and why does the Fed prefer the PCE?