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 Toonkel
Displaying 297 results
FINTECH MAY 10, 2011
Advisers take dim view of BrightScope

BrightScope Inc.'s new free website, which allows investors to look up financial advisers, already has sparked controversy

FIXED INCOME MAY 10, 2011
B-Ds unveil game plans related to muni disclosure

As regulators increase scrutiny of municipal bond sales, Wells Fargo Advisors LLC, J.J.B. Hilliard W. L. Lyons LLC and Commonwealth Financial Network are among the broker-dealers that are considering changes in how financial advisers disclose material events about muni bonds to clients

Franklin fund manager: Pass on U.S., shop in Europe
EMERGING MARKETS MAY 09, 2011
Franklin fund manager: Pass on U.S., shop in Europe

Stocks on the continent are cheaper, dividend yields are higher, compared with U.S. offerings; 'good merchandise elsewhere'

Fidelity's high turnover a possible red flag, says Morningstar
MUTUAL FUNDS MAY 09, 2011
Fidelity's high turnover a possible red flag, says Morningstar

Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com today by analyst Christopher Davis.

MUTUAL FUNDS MAY 08, 2011
Geithner eases fears about fund regulation

Based on what Treasury Secretary Timothy Geithner said last week, it seems unlikely that mutual funds are going to be designated as systemically important financial institutions under Dodd-Frank

MUTUAL FUNDS MAY 08, 2011
Morningstar sees red flag in Fidelity's fund manager turnover

Portfolio manager turnover at Fidelity Investments is higher than at its peers and may be a red flag about how things are going at the firm, according to an article posted on Morningstar.com last week by analyst Christopher Davis

Geithner eases fears about mutual fund regulation — sort of
MUTUAL FUNDS MAY 06, 2011
Geithner eases fears about mutual fund regulation — sort of

Treasury Secretary addresses issue of whether funds are too big too fail; well, are they or aren't they?

Commodities euphoria about to turn to bummer?
RIA NEWS MAY 05, 2011
Commodities euphoria about to turn to bummer?

By any measure, Niall Ferguson is a very smart man. So why, giving persistent fears about inflation, is the famed financial historian suddenly advising investors to buy puts on commodities?

FIXED INCOME MAY 03, 2011
Plan is under way to boost disclosure for muni bonds

With criticism mounting about the lack of disclosure in the municipal bond market, the agency that oversees the sale of muni securities is working on initiatives designed to encourage broker-dealers and issuers to provide more information to investors

Muni funds with large chunks of non-rated bonds 'a red flag'
FIXED INCOME MAY 03, 2011
Muni funds with large chunks of non-rated bonds 'a red flag'

Seven firms hawking high-yield-debt funds that have at least 33% of assets in unrated paper; massive redemptions could get sticky