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
A sale of Bank of America's 34% stake in BlackRock Inc. could be good news for Merrill Lynch brokers who are worried about conflict-of-interest issues with clients, experts said.
Tool will help ETF providers to focus their marketing and educational materials on the needs of advisers.
Management isn't convinced it needs the marketing fees to attract assets; 'bang for the buck'?
Investors in three of Fidelity Investments' mutual funds have the most to lose in the wake of the resignation of Hewlett-Packard Co. chief executive Mark Hurd, though analysts said that they think that the stock is a better buy now as a result of the scandal.
Morningstar Inc. has introduced three mutual fund categories to make it easier for investors and financial advisers to do specific searches and more accurate peer comparisons.
Bank said to be leaning toward external candidate for permanent replacement for Ronald Hanley
The Securities and Exchange Commission's proposal last week to revamp 12(b)-1 fees could have a number of unintended consequences that could hurt investors rather than help them, according to some observers.
The Securities and Exchange Commission's proposal this week to revamp 12(b)-1 fees is likely to leave investors with less choice in how they purchase funds, according to Dale Brown, president of the Financial Services Institute Inc.
While most advisers believe that their wealthy clients would be interested in philanthropy, they're reluctant to offer much advice about it.
