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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

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Advisers want skin in game, but many don’t screen for it

Cern Basher won't even consider mutual funds if the portfolio managers don't have their own money invested in them, and he doesn't want to see merely a few hundred dollars in there

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Fear and uncertainty have ETFs on fire

U.S. exchange-traded funds took in $56.3 billion for the first half of this year, an increase of more than 50.9% from the first half of 2010, according to State Street Global Advisors' mid-year SPDR outlook.

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…model portfolios more alluring

As exchange-traded funds grow in popularity, more financial advisers are using model ETF portfolios as a low-cost way of managing their clients' money

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Wells Fargo prunes ETF lineup

Wells Fargo Advisors has relaunched its exchange-traded-fund model portfolios for its more than 15,000 advisers, streamlining the various…

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Flurry of active ETFs expected this year

After waiting for months and in some cases years, fund companies are starting to see progress on their applications to launch actively managed exchange-traded funds, according to several fund executives

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Go-anywhere funds test advisers’ faith

As more fund companies rush to market with global allocation funds, it is becoming increasingly difficult for financial…

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Suddenly, some sleepless nights for BlackRock’s Dennis Stattman

Global allocation expert extremely worried about the destabilization of the U.S. dollar; no true safe havens

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Finra, Nuveen agree to $3M settlement over marketing of auction-rate preferred securities

Regulator claims marketing material produced by B-D was misleading; settlement reached

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Guggenheim big resigns amid merger rumors

Steve Baffico, head of U.S. retail at Guggenheim Funds Distributors Inc., has resigned

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American Funds’ offerings post big outflows in first half

Investors are continuing to flee American Funds' offerings