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.

Jessica Toonkel Marquez
Displaying 194 results
INVESTING ETFS FEB 16, 2010
Flurry of actively managed ETFs to hit the market

That's good news for advisers, many of whom are on the lookout for exchange-traded funds that aren't passively managed

NEWS INDUSTRY NEWS FEB 16, 2010
Hensler to replace Carey as Oppenheimer distribution chief: sources

Onetime DWS exec Philipp Hensler is said to have been on the short list for the job last summer before OppenheimerFunds settled on Carey.

INVESTING ETFS FEB 16, 2010
Claymore expanding ETF lineup in competitive core space

The firm announced plans for a new core line up of exchange-traded funds based on Wilshire Associates' indexes.

INVESTING MUTUAL FUNDS FEB 16, 2010
ICI slammed over target date defense

The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds.

RETIREMENT RETIREMENT PLANNING FEB 16, 2010
Estate tax expiration gives rise to opportunities — and heart-wrenching decisions

With the estate tax laws set to expire by year-end — and no clear indication when Congress will address the issue — some financial advisers and attorneys see an opportunity for their high-net-worth clients in this extremely muddled situation.

INVESTING MUTUAL FUNDS FEB 14, 2010
BrightScope slams the ICI's defense of target funds

The BrightScope 401(k) plan ratings service is skewering the Investment Company Institute over its defense of target date funds.

NEWS INDUSTRY NEWS FEB 12, 2010
MSSB tops among rich

After all of the controversy and consolidation in the wirehouse sector, Morgan Stanley Smith Barney LLC remains the top-rated firm among high-net-worth investors, according to Cogent Research LLC's 2010 Investor Brandscape report, released Thursday.

NEWS REGULATION AND LEGISLATION FEB 12, 2010
Plan to place B-D advisers under Finra scrapped

Hours before passing the most significant financial-reform package in nearly 80 years, the House Friday killed an amendment that would have given the Financial Industry Regulatory Authority Inc. the authority to regulate investment advisers at broker-dealers.

NEWS WIREHOUSES FEB 09, 2010
Which wirehouse did high-net-worth investors rate tops?

After all of the controversy and consolidation in the wirehouse sector, Morgan Stanley Smith Barney LLC remains the top-rated firm among high-net-worth investors, according to Cogent Research LLC's 2010 Investor Brandscape report, released today.

Nationwide steps away from 200 indie advisers
RETIREMENT LIFE INSURANCE AND ANNUITIES FEB 08, 2010
Nationwide steps away from 200 indie advisers

Nationwide Financial Network, the sales and marketing arm of Nationwide Mutual Insurance Co., has informed the 200 independent financial advisers that clear through its brokerage to find a new broker-dealer by April 30.