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Jessica Toonkel

Jessica was a reporter for InvestmentNews from 2009 to 2011 before moving on to Thomson Reuters. As of 2022 she had become Deputy Media Editor at The Wall Street Journal. She tweets at: @jtoonkel

Displaying 373 results

Topic

Advisers in holding pattern with Wellington, Janus Funds: IN Poll

More than one-third of financial advisers surveyed are holding off on investing in any funds managed by Wellington Capital Management and Janus Capital Group Inc. until they are cleared of any wrongdoing in a recent insider-trading probe, according to an online survey conducted this week by InvestmentNews.

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SEC taps ex-Janus manager to oversee money market funds

The SEC has hired a former Janus Capital Group Inc. portfolio manager to help oversee the $2.8 trillion money market fund industry, a new position.

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Advisers take dim view of BrightScope

BrightScope Inc.'s new free website, which allows investors to look up financial advisers, already has sparked controversy

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B-Ds unveil game plans related to muni disclosure

As regulators increase scrutiny of municipal bond sales, Wells Fargo Advisors LLC, J.J.B. Hilliard W. L. Lyons LLC and Commonwealth Financial Network are among the broker-dealers that are considering changes in how financial advisers disclose material events about muni bonds to clients

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Franklin fund manager: Pass on U.S., shop in Europe

Stocks on the continent are cheaper, dividend yields are higher, compared with U.S. offerings; 'good merchandise elsewhere'

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Fidelity’s high turnover a possible red flag, says Morningstar

Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com today by analyst Christopher Davis.

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Geithner eases fears about fund regulation

Based on what Treasury Secretary Timothy Geithner said last week, it seems unlikely that mutual funds are going to be designated as systemically important financial institutions under Dodd-Frank

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Morningstar sees red flag in Fidelity’s fund manager turnover

Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com last week by analyst Christopher Davis

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Geithner eases fears about mutual fund regulation — sort of

Treasury Secretary addresses issue of whether funds are too big too fail; well, are they or aren't they?