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EQUITIES MAR 31, 2016
Strong March performance pushes stock funds positive for first quarter

Even though stock funds scored big gains in March, they're still trailing bonds for 2016.

By John Waggoner
Transamerica sued for cost increases on universal life insurance contracts
LIFE INSURANCE AND ANNUITIES MAR 31, 2016
Transamerica sued for cost increases on universal life insurance contracts

Transamerica along with other insurers have upped costs on in-force policies as they've had to contend with persistently low interest rates.

By Greg Iacurci
FIXED INCOME MAR 31, 2016
El-Erian: What the Fed will and won't do

Here are four things Fed officials are likely to do and not do this week, according to Mohamed El-Erian, the chief economic adviser at Allianz.

By Mohamed El-Erian
Fidelity offers to help employees pay off student loans
MUTUAL FUNDS MAR 30, 2016
Fidelity offers to help employees pay off student loans

Securities powerhouse will pay up to $10,000 in principal payments over five years, or $2,000 a year.

By John Waggoner
MUTUAL FUNDS MAR 29, 2016
Little-known Peru ETF on top of the world, thanks to gold

The iShares MSCI All Peru Capped ETF (EPU) is up 30% on the year, making it the best-performing single country ETF of all 196 such funds in existence

By Bloomberg
EQUITIES MAR 29, 2016
Gold's best quarter in decades bodes well for the commodity

<i>Breakfast with Benjamin</i> Even after its best quarterly performance in nearly 30 years, gold could still have some upside to go.

By Jeff Benjamin
Fidelity starts testing robo-adviser service on clients
EQUITIES MAR 29, 2016
Fidelity starts testing robo-adviser service on clients

Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.

By Bloomberg
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates
EQUITIES MAR 29, 2016
Janet Yellen says central bankers should 'proceed cautiously' in raising interest rates

Federal Reserve chairwoman cites heightened risks in the global economy as cause for caution

By Bloomberg
American Funds says low fees, manager ownership can save actively managed funds
ETFS MAR 29, 2016
American Funds says low fees, manager ownership can save actively managed funds

Top money manager finds two key elements that can help identify which funds are more likely to beat their benchmarks.

By Jeff Benjamin
Vanguard raises some expense ratios
EQUITIES MAR 29, 2016
Vanguard raises some expense ratios

One of the lowest-cost fund companies gets into a war of words with an analyst over how it calculates expense ratios.

By John Waggoner
MUTUAL FUNDS MAR 28, 2016
Broker-dealer to pay $225,000 for mutual fund sales violations

PNC Investments didn't waive sales charges in some funds, and didn't have adequate supervisory procedures in place to catch the lapses, Finra said.

By Greg Iacurci
EQUITIES MAR 28, 2016
Dividend-payers are slaying share buyback names

Plus: Consumers are borrowing like it's 2008, mortgage-backed securities are back in vogue, and college is for chumps

By Jeff Benjamin
ETFS MAR 28, 2016
When it comes to ETFs, the rule is the bigger the better

<i>Breakfast with Benjamin</i> Larger funds tend to be cheaper, more liquid and better constructed.

By Jeff Benjamin
EQUITIES MAR 28, 2016
Liquid alt funds are beating hedge funds

<i>Breakfast with Benjamin</i> Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?

By Jeff Benjamin
Texas adviser barred for fraudulent sales of life settlements
LIFE INSURANCE AND ANNUITIES MAR 28, 2016
Texas adviser barred for fraudulent sales of life settlements

James Poe failed to disclose material conflicts of interest to investors, including receipt of a 20% fee through a firm he owned, according to the Texas State Securities Board.

By Greg Iacurci
Low expenses the biggest trend in the fund industry, experts say
EQUITIES MAR 28, 2016
Low expenses the biggest trend in the fund industry, experts say

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.

By John Waggoner
RETIREMENT PLANNING MAR 27, 2016
Charles Schwab fires latest salvo in low-cost TDF war

The firm's new target-date mutual funds beat out Fidelity and Vanguard funds in price by two basis points.

By Greg Iacurci
RETIREMENT PLANNING MAR 27, 2016
Vanguard extends target-date fund dominance

The firm's position as the top TDF provider strengthened against No. 2 Fidelity Investments, which actually had net outflows for this category last year.

By Greg Iacurci
EQUITIES MAR 27, 2016
Identifying the best active funds

Finding funds likely to beat their benchmarks remains the challenge, and where financial advisers can earn their keep

By MFXFeeder
UBS to pay $2.9 million to settle investor Puerto Rico claims
EMERGING MARKETS MAR 25, 2016
UBS to pay $2.9 million to settle investor Puerto Rico claims

Finra orders the firm to pay about $2.9 million to two investors in Puerto Rico closed-end municipal bond funds. Total claims top $1.1 billion.

By Bloomberg