Investments

Tim Purcell and the former JPMorgan Partners Latin American team will likely attempt to top its $200 million debut fund.

Major Wall Street, business, political and consumer finance magazines are warning investors about hidden 12b-1 and 401(k) fees, various share classes and the loads ascribed to them.

While quantitative analysts may feel they are no longer taking the blame for the financial crisis, they believe their work is still “misunderstood” by top executives.

The majority of advisors believe market structure issues were the primary reason for the “Flash Crash” on May 6, according to new research by BlackRock that was released on Monday. And despite new guidelines proposed by the SEC, advisors believe a similar event will likely happen again.

Major Wall Street, business, political and consumer finance magazines are warning investors about hidden 12b-1 and 401(k) fees, various share classes and the loads ascribed to them.

Securities lending, once considered a mundane middle and back office operational chore, is quickly becoming the target of scrutiny from savvier plan sponsors who want a far better understanding of the financial benefits and pitfalls.

Cathe Tocher has excelled as a portfolio manager through very good times and bad. She is senior vice president of investments at Great-West Life & Annuity Insurance Co., whose five- and four-star Morningstar-rated stable-value portfolios continue to be embraced by the 401(k) marketplace.

As the State of Wisconsin Investment Board continues a push toward risk aversion, its staff laid out new goals for the fixed-income portfolio that would look to find additional alpha minus any apparent investment hazard.

Charles Schwab announced on Thursday three new, low-cost bond exchange-traded funds with no online trading commissions for Schwab clients. This is in addition to the eight equity ETFs that Schwab already offers.

Not even the “flash crash” could dent the popularity of exchange-traded funds.

Treasury panel offers its take.

Charles Schwab announced on Thursday three new, low-cost bond exchange-traded funds with no online trading commissions for Schwab clients.

The number of high-net-worth individuals in the top 10 U.S. metropolitan areas rose 17.5% in 2009, the highest growth rate in the last four years, according to the Capgemini 2010 U.S. Metro Wealth Index.

Bank of America Merrill Lynch has hired David Tyrie, formerly with Putnam Investments, as head of personal retirement services. He will report directly to Andy Sieg, head of retirement and philanthropic services division.

Rockefeller Financial has named Reuben Jeffery III chief executive officer.

If advisors are looking to build their firms, they could do well to target younger boomers.

Natalie Cohen was hired to study muni bonds as head of the research and economics department.

Bruce Berkowitz isn't the kind of manager whose moves make headlines, but they've paid off remarkably well for his investors.

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The euro zone doesn’t look as scary today as it did a few months ago. It’s not that austerity measures are fully developed. It’s not that the stress test convinced everyone that the banks are sound. It’s not that the bailout is filled with shock and awe.