OppenheimerFunds Inc.

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  Top Portfolio Products: LPL Adds New Offerings to Wealth Platform

  By Marlene Y. Satter, AdvisorOne  |  October 1, 2012

  MFS rolls out equity income fund and more product-related developments.

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  OppenheimerFunds to End Donor Advised Fund Program

  By Michael S. Fischer  |  October 6, 2011

  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.

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  OppenheimerFunds Promotes Steinmetz to CIO

  By John Sullivan, AdvisorOne  |  October 6, 2010

  Mutual fund behemoth OppenheimerFunds, Inc. announced Wednesday that Art Steinmetz has been promoted to chief investment officer.

• A catalyst to rebuilding retiree trust

  By Staff Writer  |  September 1, 2009

  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

  By James J. Green, AdvisorOne  |  June 13, 2007

  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

  By Savita Iyer-Ahrestani, AdvisorOne, Savita Iyer-Ahrestani, AdvisorOne  |  July 26, 2006

  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

  By Staff Writer  |  March 9, 2004

  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

  By Staff Writer  |  January 22, 2004

  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...

• Context Capital Launches Offshore Convertible Fund

  By Staff Writer  |  August 19, 2002

  SAN DIEGO (HedgeWorld.com)--Context Capital Management launched its new offshore convertible arbitrage fund with US$6 million under management. The Context Convertible Arbitrage Offshore Ltd. was seeded with...