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The Pimco Total Return Fund, Pimco's flagship bond fund, will be soon permitted to invest up to 20% of the Fund in junk bonds, up from 10% currently.
May 18 - Money Management Executive
While the 22nd-largest ETF provider by assets might have chosen a ticker such as LOL or YOLO for its Global X Millennials Thematic ETF, it opted for the much more staid MILN.
May 18 -
While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.
May 18 -
Megent is planning to expand its union-sponsored retirement plan services.
May 18 -
Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.
May 17 -
Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?
May 17 -
The new recruits are industry veterans who oversaw more than $330 million in client assets.
May 17 -
Kate Randall Danella is the second executive to be named to the post in less than four years.
May 17 -
Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.
May 17 -
There is little to fear from the final version of the Department of Labor's regulation, planners say in a new survey.
May 17











