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SEC Investor Advisory Committee calls for better mutual fund fee disclosure
PRACTICE MANAGEMENT APR 05, 2016
SEC Investor Advisory Committee calls for better mutual fund fee disclosure

Group's recommendations include showing fees in dollar amounts on customer account statements.

By Mark Schoeff Jr.
ETFS APR 05, 2016
DOL rule silver lining? It may trigger a shift of $1 trillion to ETFs

Five specific aspects of the DOL's new rule that could send assets flooding into ETFs.

By John Waggoner
Stock buyback plans do little for long-term investors
EQUITIES APR 05, 2016
Stock buyback plans do little for long-term investors

Corporate execs and activist investors get the biggest bang from repurchase plans.

By Jeff Benjamin
Pimco: Bill Gross warned he'd lose $200M bonus for quitting
MUTUAL FUNDS APR 04, 2016
Pimco: Bill Gross warned he'd lose $200M bonus for quitting

Firm responds in suit saying CEO and counsel warned co-founder

By Bloomberg
The time for emerging markets is now — if you can stand it
ALTERNATIVES APR 04, 2016
The time for emerging markets is now — if you can stand it

Stocks are cheap, but clients should know what they are getting into.

By John Waggoner
RETIREMENT PLANNING APR 03, 2016
The road to retirement just got rockier

Advisers have a vital role in helping long-term care insurance holders decide whether the policies are worth the cost.

By MFXFeeder
Seeing renewable energy through rose-colored glasses
EQUITIES MAR 31, 2016
Seeing renewable energy through rose-colored glasses

Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAR 31, 2016
Meet the annuity 'robo' looking to undercut insurance agents

Stan "The Annuity Man" Haithcock heads a new direct-to-consumer website providing annuity quotes and comparisons.

By Greg Iacurci
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