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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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New York Life on the prowl to buy mutual fund companies

New York Life Insurance Co. is looking to acquire one or more fund companies, according to one of its top executives.

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Labor Department reworking investment advice rule

Despite having seemingly killed its proposed rule on providing investment advice to participants in defined-contribution plans, the…

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Milliman in talks to launch guaranteed-income product for 401(k) plans

Milliman Inc. is in discussions with a number of mutual fund companies, insurers and 401(k) plan sponsors to launch a guaranteed-income product that would be backed by a pool of insurers.

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Manning & Napier eye guaranteed-income 401(k) market

Manning & Napier Advisors, Inc. is examining the possibility of developing a guaranteed income product for the defined…

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Hewitt: Advisers making inroads in 401(k) market

Despite the growing trend of employers putting their 401(k) plans on autopilot, many more are making investment advice available to plan participants, according to a Hewitt Associates survey released last week.

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New York Life on the prowl to buy mutual fund companies

New York Life Insurance Co. is looking to acquire one or more fund companies, according to one of the company's top executives.

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Finra wants to know: How well do you know your cleaning crew?

Over the past couple of months a number of broker-dealers have been asked a new question by the…

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Labor Department cracking down on broker-driven rollovers

With the Labor Department stepping up scrutiny of conflicts of interest and fee disclosures, broker-dealers are becoming concerned about how their reps handle rollover assets from 401(k) plans.

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ETF providers to focus on better education for financial advisers

Exchange-traded-fund providers in the coming year will have to focus on making sure financial advisers understand their products — and how to use them in client portfolios — as they anticipate increased scrutiny from regulators and the media, according to participants at an ETF round table last week at InvestmentNews' New York offices.

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‘Roth IRA’ Google hunts soar as deadline nears

Google searches for “Roth 2010 conversion” have increased dramatically in recent months, indicating that investors are desperate for information on the upcoming rule change.