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
RETIREMENT LIFE INSURANCE AND ANNUITIES JAN 05, 2010
FundQuest adds Fidelity VA to platform

FundQuest has added Fidelity Investments Life Insurance Co.'s Personal Retirement Annuity to its platform, marking the first time that the Fidelity variable annuity will be available to fee-based advisers through a managed-account provider.

RETIREMENT RETIREMENT PLANNING DEC 22, 2009
Target date's pain is target risk's gain

In the wake of the performance meltdown of many target date funds, a growing number of 401(k) plans are adding target risk funds to their lineup.

INVESTING MUTUAL FUNDS DEC 20, 2009
Pax World relaunches Women's Equity Fund with higher standards

The Global Women's Equality Fund seeks to invest in the best companies for women, rather than just screen out those companies that don't meet certain criteria.

NEWS INDUSTRY NEWS DEC 15, 2009
Academic study: Sunshine and stock performance linked

Financial advisers may want to invest in a Farmers' Almanac to figure out which stocks to buy. That's because it appears companies that announce earnings on sunny days in New York City see their stocks perform better than companies that do so during inclement weather, according to a recent study by two accounting professors.

RETIREMENT LIFE INSURANCE AND ANNUITIES DEC 14, 2009
John Hancock eyes launching actively managed ETFs

John Hancock Funds LLC will file with the Securities and Exchange Commission in the next few weeks plans to launch actively managed exchange-traded funds, according to an official at the firm.

INVESTING MUTUAL FUNDS DEC 13, 2009
He gets riled about risk

Before being elected to the Senate, Herb Kohl ran his family's grocery and department store business.

RETIREMENT RETIREMENT PLANNING DEC 13, 2009
Bond choices too narrow for 401(k) investors: advisers

Despite the market rebound, investors are continuing to pour money into bond funds, causing a number of asset managers and financial advisers to make sure that their clients are diversifying their fixed-income holdings.

NEWS REGULATION AND LEGISLATION DEC 13, 2009
A policy wonk with a mission

J. Mark Iwry is the quarterback of the Obama administration's retirement policy team, but he'll play offense, defense and for the other side when it comes to his mission: to find new ways to help Americans save.

YOUR PRACTICE PRACTICE MANAGEMENT DEC 11, 2009
Plan to place B-D advisers under Finra scrapped

The House today killed a proposal that would have given the Financial Industry Regulatory Authority Inc. the authority to regulate investment advisers at broker-dealers.

RETIREMENT RETIREMENT PLANNING DEC 08, 2009
Financial planners expect retirement income chops to pay off

Having expertise with retirement income products and issues is paying off for many advisers, according to a study published today by the Financial Planning Association.