Thornburg Management Co. of Santa Fe, N.M., has added hyperlinks to the web sites of all of the companies in its Thornburg Value Fund stock portfolio. The goal is to provide as much information to the investment management community as possible, according to fund manager William Fries. "Investors and financial advisors are best served by having the best information available to them, including information obtained directly from the corporations," he said.
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After a decade-long effort by holders of the personal financial specialist credential, aspiring candidates can be tested on investments, retirement plans and other areas.
41m ago -
During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
April 18 -
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
April 18 -
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
April 18 -
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
April 17 -
A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?
April 17