Updated Thursday, September 3, 2015 as of 9:37 PM ET

Advisors Question Morningstar's Options for DIY'ers

Advisors note that educating clients about fees, therefore, is paramount. Of course, for a true comparison, an advisor's fees, which can vary based on compensation models and client assets, must be factored in, as well.

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Comments (1)
I am an adviser who subscribes to the Stock Investor newsletter. What is not said above, nor disclosed in the newsletter, is that the editor that created the track record you mention left about two years ago. Considering Morningstar's attitude to management changes in their mutual fund coverage, one might consider it hypocritical of them to omit this important fact.
Posted by Kevin T | Tuesday, June 03 2014 at 5:51PM ET
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