Oppenheimer Funds

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

• Nuveen Investments Taps Bob Doll

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Nuveen Investments said in late November that it hired Bob Doll, formerly of BlackRock, to serve as the chief equity strategist and senior portfolio manager of its asset-management operations.

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  New Hire Roundup: Layton to Run Neuberger Berman Wealth Group; New SIFMA Board Member

  By Marlene Y. Satter, AdvisorOne  |  December 6, 2012

  This week in new hires, Neuberger Berman announced that Brian Layton would head its Boston wealth management group; Paul Gamble was promoted at Financial Engines; and SIFMA announced that Kim Tillotson Fleming was named to its board.

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  Nuveen Hires Ex-BlackRock Strategist Doll

  By Janet Levaux, AdvisorOne  |  November 26, 2012

  Bob Doll will be the chief equity strategist at Nuveen Asset Management for its large cap and other assets.

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  New Hire Roundup: Horan Goes to Chilton, Pan Moves Up at SEC, CFP Board Gains Myers

  By Marlene Y. Satter, AdvisorOne  |  December 8, 2011

  This week in new hires, Timothy Horan moved to Chilton Private Clients, with a team of four; Eric Pan joined the SEC; Roger C. Myers, Jr. was named CFO at the CFP Board; and Neuberger Berman added four new wholesalers.

• Johnson Is New ICI Chairman

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  The Investment Company Institute's Board of Governors elected Gregory Johnson, president and CEO of Franklin Resources, as ICI chairman for a one-year term, the group said in early October. In addition, the ICI membership elected a slate of governors to serve through the fall of 2014: James Boyle, president of...

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  ICI Names New Chairman, Launches New Trade Body

  By Marlene Y. Satter, AdvisorOne  |  October 10, 2011

  The Investment Company Institute, the national association of U.S. investment companies, announced Monday the election of a new chairman and new governors, as well as the launch of a new global trade body.

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  New Hire Roundup: At FDIC, Gruenberg Takes Helm From Bair; Bostrom Goes to SNR Denton

  By Marlene Y. Satter, AdvisorOne  |  July 21, 2011

  Also, this week in new hires, Lennon and Rappa join DC team, Unger to head plan sponsor sales at Russell; Grandeur Peak launched; Penn Mutual advances Flannery.

• IN BRIEF

  By Janet Levaux, AdvisorOne  |  July 1, 2007

  Pioneer Investments has introduced a closed-end fund that gives investors exposure to catastrophe bonds or "cat bonds." Cats are issued by insurers to help spread...

• A Tax-Free Approach to Investing

  By Staff Writer  |  March 26, 2007

  For tax-exempt income, consider muni bond funds. Standard & Poor's advocates diversity, especially in terms of asset class. To that end, we recommend a portfolio of...