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Jessica Toonkel Marquez

Jessica was a reporter for InvestmentNews from 2009 to 2011. Afterwards she moved on to Thomson Reuters working as a reporter and correspondent, then to 'The Information' as a senior reporter, and in 2022 became Deputy Media Editor at The Wall Street Journal. Connect with her on LinkedIn here.

Displaying 277 results

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SEC’s civil suit against Goldman Sachs hits funds

Count mutual funds and their investors among the big losers in the legal battle between the SEC and The Goldman Sachs Group Inc.'s broker-dealer unit.

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DOL, SEC seen issuing alert on target date funds

The Labor Department and the Securities and Exchange Commission are working on a joint consumer alert related to…

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Lock ‘n’ load: Taking target funds tactical

A handful of big fund companies are revamping their target date offerings in hopes of limiting risk — and preventing another major blowup.

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  • News
  • April 25, 2010

J.P. Morgan Funds, Highbridge to launch actively managed commodities fund

Duo launching an actively managed commodities fund that will invest in securities linked directly to the value of liquid commodities and commodities future contracts.

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TD Ameritrade to provide advisers with more fund research

The new research, which will be available next month, is designed to help advisers work with new clients who own funds not currently offered through TD's platform.

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TD Ameritrade raising fees on NTF mutual fund platform

TD Ameritrade Holding Corp. is raising the fees it charges mutual funds on its no-transaction-fee mutual fund supermarket to 40 basis points, from 35.

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Proprietary target date funds not so bad after all: Morningstar

Despite the controversy around target date fund managers' pushing their own products, target date funds comprising only proprietary portfolios perform better than open-architecture target date funds.

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Fidelity to level fees for DC plan advisers

Under pressure from financial advisers who want to act as fiduciaries in 401(k) plans, Fidelity Investments plans to institute level 12(b)-1 mutual fund fees paid to advisers who sell the firm's plans.

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BlackRock is possible buyer for ING’s real estate business

ING Groep NV is looking to sell its $92.4 billion global real estate business, ING Real Estate Investment Management, and BlackRock Inc. has emerged as one of the potential buyers, according to industry sources familiar with the potential deal.

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Finra cracks down on credit disclosure

Morgan Keegan fallout? The securities regulator warns B-Ds that bonds in funds cannot be considered 'rated' unless a third-party actually does the rating