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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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BlackRock’s Dennis Stattman raises red flag

No one knows how difficult it can be to manage a go-anywhere fund better than Dennis Stattman.

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Actress’ home fit for a king

It looks like Bill Gross is cashing in on years of massive inflows into bond funds with the…

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Berkowitz an industry icon – but not keen to be Carl Icahn

Fairholme boss surprised by flap over his activism at property company; 'will think long and hard about doing it again'

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Is Bruce Berkowitz slipping?

During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12 to 20 people around the table, and an idea would be discussed, and everyone would feel the need to add their input,” he said.

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BondView website launches ratings of municipal funds

BondView LLC, which offers a free site for municipal-bond in-vestors, has launched ratings of muni-bond funds. Unlike…

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Telecom is connecting with fund managers

Mutual fund managers are buying telecommunications stocks, many of them for the first time in years, as the sector emerges as a bright spot in an otherwise lackluster market

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Regulators: Banned broker continued advising clients

The Ohio Division of Securities issued a notice that it intends to file a cease-and-desist order against a banned broker who allegedly continued to act as an investment adviser

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New Fidelity funds meld target date portfolios, muni bonds

Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing

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BofA Merrill’s Krawcheck: No great exodus of reps to indies

Global wealth boss said company lost 35 reps to independent B-Ds last year, but picked up 25

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How centers of influence can help build your book of business

In many ways, expanding an advisory business is like dating. Similar to the way people turn to friends to set them up, some financial advisers, such as Eliot Weissberg, have relied on local professionals to help recruit clients.