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.
Bank of America Merrill Lynch is already planning the next evolution of its Financial Wellness Monitor to be able to score investors' overall financial situation.
While emerging markets have seen a great run in the past year, Janus and Causeway representatives said they believe some of the best investing opportunities going forward are in global funds, those that invest both in the United States and emerging markets.
A number of financial advisers are using the health care reform legislation passed last week as an opportunity to reach out to clients and review their investment portfolios.
John Hancock Funds LLC and MFS Investment Management separately have made changes to their compensation programs to encourage wholesalers to diversify the funds that they sell and the financial advisers to whom they sell them.
T. Rowe Price Group Inc. took the award for the best large mutual fund group, and RidgeWorth Capital Management Inc. won best small fund group last night at the Lipper Fund Awards, which took place at The Plaza Hotel in New York.
Jerry Thunelius takes four of his fixed-income-unit members with him; were they operating in Pimco's shadow?
Bank of America Merrill Lynch is establishing an elite new designation for financial advisers who want to work with large 401(k) plan clients. The new designation is part of the bank's push to become a bigger player in the retirement space.
John Hancock Funds LLC and MFS Investment Management have separately made changes to their compensation programs to encourage wholesalers to diversify the funds they sell and the advisers to whom they sell them.
With regulators and lawmakers continuing to scrutinize the blowup of target date funds in 2008, AllianceBernstein LP is adding a component to its lineup of target date funds aimed at managing market volatility better.
