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
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
Financial advisers who think their millionaire clients would prefer sit-down meetings instead of e-mails or text messages may need to do a rethink.
New fund launched by ex-Berkowitz employees heavy on tech, light on banks; seen as a possible selling point
The Institute is worried that a recent report about synthetic ETFs actually tarred all exchange-traded funds. That, in turn, led to 'inflammatory media coverage.'
With the Sept. 13 deadline on pay-to-play rules looming, mutual fund companies are in heated discussions with broker-dealers about getting access to customer information that they need to comply
Firms set to offer active funds promise not to use derivatives
Asia local debt, managed futures and senior loans were among the top-selling strategies among new ETFs in the year's first half, a sign that investors are turning to more complicated — and in some instances riskier — asset classes to seek returns in today's markets
Last Friday, the one-year anniversary of the flash crash, SEC Chairman Mary Schapiro told attendees at the Investment Company Institute's annual general-membership meeting that the commission is looking at further regulation of high-frequency traders and mandating standards for exchanges' automated systems to make sure that something similar doesn't happen again
The large inflows into WisdomTree's Asia local-debt fund speaks volumes about investor enthusiasm for U.S. stocks and Treasuries
James Barnette Jr. never had trouble getting clients, largely because he focused on a very specific niche: providing retirement plans to American educators who work abroad.
Ask financial advisers about their biggest concern over the next 12 to 18 months and most will talk…
