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
Advisers love exchange-traded funds. What they may not like so much: the execution of ETF trades -- particularly for less liquid funds -- can hit clients in the wallet
O'Hanley says expense will 'pop up' somewhere else; whack-a-mole for the SEC?
The news of late couldn't get much worse for muni bond investors, with gaping budget deficits and predictions of massive defaults. But fear not, BlackRock says there are lots of great investment opportunities in the tax-free universe. Just steer clear of those Florida dirt bonds.
American Century Investments has never been on most advisers' radar screens
Brian Barish is known for his ability to talk in depth about the stocks in his portfolios, often strictly from memory
When it comes to the most-effective use of social media by asset management companies, The Vanguard Group Inc. and Fidelity Investments probably can claim more “likes” than any of their peers
Michael Walls studiously avoids doing what everyone else does
Muni bond transparency isn't very transparent. Indeed, making sense of muni bond funds can be an exercise in frustration. Now, a new rating system may clear things up a bit.
A federal judge dismissed a suit claiming brokers are investment advisers because they receive marketing fees. But the decision is likely to be appealed. So what's at stake? A reversal in the decision could cost fund companies billions -- and force brokers to dually register.
Financial advisers have a new online tool to help show clients what effects rising interest rates will have on their municipal bond holdings
