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OppenheimerFunds among the biggest bulls on Puerto Rico’s municipal bonds

Of the muni bond funds tracked by Morningstar Inc., OppenheimerFunds stands out as the biggest fan of debt issued by financially-strapped island nation.

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  • December 6, 2014

The top-ranked fee-only U.S. RIAs by region

Meet the leading RIA firms in the Northeast, South, Midwest and West, ranked by total assets

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  • October 26, 2014

Best- and worst-performing target date funds

Track the performance of the best and worst target-date funds through the third quarter, and see which funds best weathered the market's volatility.

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  • September 15, 2014

The latest separately managed account data

SMAs across sectors, ranked by third-quarter returns.

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  • March 16, 2010

The top 10 performing U.S. stock funds in 2010

Rankings and data through Mar. 15, 2010, according to Morningstar.com

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Morgan Stanley hit with fraud arb claim over $21M in investment losses

The city of Burlington, Vt., filed an arbitration claim against Morgan Stanley with the Financial Industry Regulatory Authority, alleging breaches of fiduciary duty and fraud by that company's investment consulting division that resulted in damages of more than $21 million for the $118 million Burlington Employees' Retirement System.