Wall Street Bond Dealers Whipsawed on Bearish Treasuries Bet
Betting against U.S. government debt this year is turning out to be a fool’s errand. Just ask Wall Street’s biggest bond dealers.
Top Portfolio Products: New MLP ETNs From Barclays, OFI Global
Brinker Capital offers three liquid-alternative mutual funds, and Marathon Value Portfolio cuts fees.
Top Portfolio Products: LPL Adds New Offerings to Wealth Platform
MFS rolls out equity income fund and more product-related developments.
OppenheimerFunds to End Donor Advised Fund Program
OppenheimerFunds will end its Legacy Donor Advised Fund Program and transfer the assets to Fidelity Charitable, the firm’s chief marketing officer, Marty Willis, announced in a Sept. 9 letter to account holders.
OppenheimerFunds Promotes Steinmetz to CIO
Mutual fund behemoth OppenheimerFunds, Inc. announced Wednesday that Art Steinmetz has been promoted to chief investment officer.
A catalyst to rebuilding retiree trust
No secret; in the current bear market, retirees and near-retirees are hardest hit. They've accumulated the largest assets levels, and with interest rates at historically...
Oppenheimer's Wilby to Retire
Bill Wilby, who gained wide renown for his long tenure as portfolio manager for the Oppenheimer Global Fund (OPPAX), will retire from OppenheimerFunds Inc. on June 30 after 16 years at the firm.
Retirement Market Looks Slow and Steady
The majority of financial planners believe that the retirement income market will continue to grow substantially, but at a slow pace, according to a recent study conducted by the Financial Planning Association (FPA).
Fred Alger Hires Compliance Head
NEW YORK (HedgeWorld.com)--Fred Alger Management Inc. hired Katherine P. Feld to head compliance at the firm, which was identified last year as a participant in...
Fund Manager: Christopher Leavy
Funds Currently Managed Oppenheimer Small Cap Value/A (QVSCX), since February, 2001; Oppenheimer Value/A (CGRWX), since October 2000; Oppenheimer Disciplined Allocation/A (CNMTX), co-manager since November, 2000. Investment Style...