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
INVESTING MUTUAL FUNDS JUN 26, 2011
New Fidelity funds meld target date portfolios, muni bonds

Fidelity Investments is marrying the concepts of target date portfolios and municipal-bond investing

NEWS REGULATION AND LEGISLATION JUN 26, 2011
Regulators: Banned broker continued advising clients

The Ohio Division of Securities issued a notice that it intends to file a cease-and-desist order against a banned broker who allegedly continued to act as an investment adviser

BofA Merrill's Krawcheck: No great exodus of reps to indies
NEWS WIREHOUSES JUN 23, 2011
BofA Merrill's Krawcheck: No great exodus of reps to indies

Global wealth boss said company lost 35 reps to independent B-Ds last year, but picked up 25

NEWS RIAS JUN 19, 2011
How centers of influence can help build your book of business

In many ways, expanding an advisory business is like dating. Similar to the way people turn to friends to set them up, some financial advisers, such as Eliot Weissberg, have relied on local professionals to help recruit clients.

INVESTING MUTUAL FUNDS JUN 19, 2011
Supreme Court blocks Janus market-timing lawsuit

In a much-awaited decision, the Supreme Court last week ruled in favor of the mutual fund industry in a case involving a company's responsibility for statements made in prospectuses, eliciting a huge sigh of relief from fund companies, broker-dealers and others involved in selling mutual funds

NEWS INDUSTRY NEWS JUN 16, 2011
UBS boss Gruebel: We're not selling U.S. wealth management biz

USB CEO Oswald Gruebel today reiterated that the Swiss bank has no plans to unload its U.S. wealth management unit. That division, run by Robert McCann, saw pretax profits and adviser comp rise in the second quarter of the year.

NEWS INDUSTRY NEWS JUN 16, 2011
Federated eyes regional B-Ds to boost distribution

Asset manager aims to double sales through smaller broker-dealers; 'coverage gap'

INVESTING ETFS JUN 14, 2011
Larry Fink's plan for winning over advisers

If “big,” “strong” and “mysterious” are the attributes you want for a financial brand, you can't pick a better name than BlackRock Inc.

INVESTING EQUITIES JUN 14, 2011
As clients dial up risk, advisers feel the heat

NEWS INDUSTRY NEWS JUN 14, 2011
Recovery 'below normal,' but stocks will surge anyway, Robert Doll says

The U.S. equities market will see double-digit gains this year while the gross domestic product will reach an all-time high, Robert C. Doll, senior managing director at BlackRock Inc., predicted last week