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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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CNBC, pros launch model ETF portfolios

CNBC has teamed up with three experts on exchange-traded funds to develop model portfolios for advisers and investors.

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Putnam plans to launch multicap-equity funds

Putnam Investments is planning to roll out three new multicap-equity funds in September. For starters, the company…

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Vanguard eyes offering ETF model portfolios to advisers

Such portfolios seen as the next big push for providers of exchange-traded funds

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Fund managers smacked by bets on Goldman Sachs

A number of mutual funds placed sizable bets on Goldman Sachs -- bets that have been walloped by the SEC's suit against the Wall Street titan

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Labor Dept., SEC to issue alert on target date funds: source

The Department of Labor and the securities regulator are said to be working on a joint consumer alert about target date funds. Other guidance from the DoL is in the offing, too.

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Labor Dept.’s 401(k) proposal could rock pension advice business

The Labor Department today released proposed regulations that prohibit financial advisers giving advice to 401(k) plans, or their employer or the employer's affiliates, from receiving extra compensation because the plan sponsors bought a product recommended by the adviser.

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Pimco’s MINT attracting plenty of green

Pacific Investment Management Co. LLC's Enhanced Short Maturity Strategy Fund exchange-traded fund is off to a rousing start — a development that's not going unnoticed by rivals or advisers.

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Putnam slashes sales charge, broker payout on three funds

In a bid to ease investors out of cash and back into the market, Putnam Investments is dropping the sales charge and broker payout on the Class A and Class M shares of three of its mutual funds.

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Putnam CEO Bob Reynolds off to a strong start, but challenges remain

When Robert L. Reynolds took over as president and chief executive of Putnam Investments in June 2008, the once-mighty fund company was sinking fast.

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Money fund reforms aren’t enough, exec says

The reforms to money market funds which took effect last month aren't enough to address the problems associated with these investments, a Neuberger Berman executive said last week.