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David Falkof

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  1. Better Practices in Bond-Fund Disclosure

    We take a look at how some companies are handling this area.

  2. Another Lost Decade in the Cards? Strategists Disagree

    Plus, two Vanguard heavyweights disagree on proposed securities transaction tax.

  3. Schwab YieldPlus Goes From Hero to Zero

    Schwab also cuts fund fees; two prominent managers get set to launch a fund.

  4. Tradewinds Leader Sets Sail

    Putnam loses key executive and more. 

  5. Fifth Third Exits Retail Fund Business

    Meridian shores up its ranks and more. 

  6. Oakmark Select Comanager to Retire

    College savings just got a lot cheaper and more.  

  7. Fidelity and BlackRock Broaden ETF Partnership

    Fidelity has more than doubled the number of commission-free iShares ETFs available through Fidelity's brokerage platform. Also, Joe Balestrino to leave Federated, a host of manager changes at Winslow Capital, Prudential cuts ties with Marsico, and fund closings at Touchstone and Prudential.

  8. Medco Deal a Rare Win for Magellan

    Plus, Schwab changes up target-date series.

  9. Vanguard Set to Launch Short-Term TIPS Fund

    FPA manager steps down, Invesco drops Van Kampen name, and more. 

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