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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
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say
ALTERNATIVES MAR 24, 2016
SEC derivatives rule could limit investors' ability to diversify portfolios, critics say

The comment period for the rule, which was introduced in December, closed on Monday.

By Mark Schoeff Jr.
EQUITIES MAR 24, 2016
The Fed wants the markets to stop watching the Fed so much

<i>Breakfast with Benjamin</i> The Fed says the markets are too obsessed with too much information.

By Jeff Benjamin
LIFE INSURANCE AND ANNUITIES MAR 24, 2016
DOL fiduciary rule will transform the annuity industry

If the Labor Department has its way, say goodbye to the variable annuity industry as we know it. </br><b><i>(Related: <a href=&quot;http://www.investmentnews.com/section/specialreport/20160221/ANNUITY22016&quot; target=&quot;_blank&quot;>Spotlight on Annuity Strategies special report</a>)</b></i>

By Greg Iacurci
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
ALTERNATIVES MAR 23, 2016
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios

Offerings meant to help counter a trend toward passive index strategies.

By Bloomberg