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Walt Bettinger, president and chief executive of The Charles Schwab Corporation, has a few reasons to smile today.
March 13 -
San Francisco, Calif-based Forward Management, LLC today unveiled its latest offering, the Forward Managed Futures Strategy Fund, a systematic, trend-following vehicle that will bet long and short exposure on liquid futures contracts in commodities, equities, bonds and currencies.
March 13 -
La Jolla, Calif.-based Altegris, an alternative mutual fund shop, has hired Amy Bennett as its new director, sales strategy and channel marketing, reporting to Andrea Trachtenberg, chief marketing officer.
March 13 -
lients of RidgeWorth Investments will now be able to access a variety of functions and data from their investment accounts thanks to a new application available for the iPad.
March 13 -
Putnam Investments today named Scott C. Sipple as head of investment product management and development, responsible for overseeing the firms equity, fixed income and global asset allocation product management and development teams.
March 13 -
M&T Bank and Wilmington Trust have reorganized the MTB Group of Funds and Wilmington Funds into one fund family one year after their merger and two months after M&T bank revealed plans to merge its brand its funds with the Wilmington moniker.
March 13 -
The Vanguard Group, Inc. has doubled its sales force, to 220 staffers, serving financial advisors in an initiative to promote its exchange traded-fund products.
March 12 -
Franklin Templeton Investments has unveiled an iPad app for its advisors and investors to access fund information and portfolio manager perspectives.
March 12 -
Although many defined contribution fund managers pay lip service to global investment opportunities, many DC plans actually have a home bias in their investments and are severely underweighted in their overseas exposure, according to a paper released by OppenheimerFunds, Inc.
March 12 -
Paul Schott Stevens, president and CEO of the Investment Company Institute, said Monday that the Securities and Exchange Commission has pre-judged the results of the 2010 round of reforms to money market mutual funds.
March 12