Morningstar Advisor - December 2012/January 2013 - (Page 3)
December/January 2013
Features
Spotlight: Funds of Funds
Morningstar Conversation 49
Undiscovered Manager 56
Funds of Funds Step Up
Shifting asset allocations, use of ETFs open a new world to advisors who want to offer strategies tailored to each client.
36
How the Landscape for Advisors Is Changing
Advisors taking more control of portfolios, demanding transparency will shape industry, two insiders say.
Mark Egan Embraces Volatility
Fixed-income manager welcomes opportunities to pounce on good deals.
Outsourcing Asset Allocation
Thanks largely to advisors, dynamic funds of funds are taking their turn in the spotlight.
41
ETF Managed Portfolios on the Rise
An emerging market of strategies takes advantage of advisors’ growing interest in funds of funds.
46
Age-Based Options Take Over 529 Industry
Even advisors are pouring money into plans that adjust asset allocations.
3
Table of Contents for the Digital Edition of Morningstar Advisor - December 2012/January 2013