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 NOV 18, 2009
ETF providers to focus on better education for financial advisers

Exchange-traded-fund providers in the coming year will have to focus on making sure financial advisers understand their products &#8212; and how to use them in client portfolios &#8212; as they anticipate increased scrutiny from regulators and the media, according to participants at an ETF round table last week at <i>InvestmentNews'</i> New York offices.

INVESTING MUTUAL FUNDS NOV 15, 2009
Firm to double RIA sales team

John Hancock Funds LLC is looking to double the size of the sales team that targets registered investment advisers to 12, according to Keith Hartstein, the company's president and chief executive.

RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 15, 2009
New York Life revamps sales team

New York Life Insurance Co. has revamped its sales team to make it easier for its wholesalers to sell an array of products to financial advisers &#8212; including annuities, mutual funds and guaranteed-income products.

NEWS INDUSTRY NEWS NOV 13, 2009
Fidelity rolls out investment program aimed at RIAs

Fidelity Investments, in a move to attract and retain registered investment advisers and independent-broker-dealer clients, has introduced a program it says offers advisers access to market analysis and industry insights.

RETIREMENT RETIREMENT PLANNING NOV 12, 2009
Caterpillar settlement could make 401(k) advisers vulnerable to lawsuits over fees

Caterpillar Inc.'s announcement last week that it has reached a tentative settlement over the fees it charged its 401(k) plan participants may be bad news for plan sponsors, their advisers and mutual fund companies.

RETIREMENT LIFE INSURANCE AND ANNUITIES NOV 10, 2009
With an eye on advisers, NY Life overhauls sales strategy

New York Life Insurance Co. has revamped its sales team to make it easier for its wholesalers to sell an array of products to advisers &#8212; including annuities, mutual funds and guaranteed income products.

NEWS RIAS NOV 10, 2009
John Hancock Funds to double sales team targeting RIAs

John Hancock Funds LLC is looking to double the size of its sales team targeting registered investment advisers to 12, according to Keith Hartstein, the company's president and CEO.

RETIREMENT RETIREMENT PLANNING NOV 09, 2009
Milliman looking to partner on guaranteed income product for 401(k) plans

Milliman Inc. is in discussions with a number of mutual fund companies, insurers and 401(k) plan sponsors to launch a guaranteed income product that would be backed by a pool of insurers.

YOUR PRACTICE PRACTICE MANAGEMENT NOV 09, 2009
Compliance searches up 20% this year, says headhunter

While most investment management companies are reluctant to start firmwide hiring, many are looking to bulk up their compliance departments, according to executive search firm Russell Reynolds Associates Inc.

RETIREMENT RETIREMENT PLANNING NOV 08, 2009
Smaller players foundering in target date fund market

More than twice the number of target date funds have liquidated this year than in all of 2008, indicating how difficult it is for asset managers unaffiliated with 401(k) record keepers to build assets in such funds.