Fidelity announces new portfolio manager assignments
Daniel Dupont and Don Newman takeover from departing Cecilia Mo
- By: IE Staff
- October 5, 2011 October 5, 2011
- 11:55
Daniel Dupont and Don Newman takeover from departing Cecilia Mo
Bond funds had strong returns last quarter
Highstreet to manage fund’s equity portfolio
Advisors get free access to complete universe of the new mutual fund disclosure documents
Focused Global Trends Fund will be renamed CC&L Financial Opportunities Fund
Proceeds to be distributed to unitholders
Advisors will be directly compensated with a service fee on a trailing quarterly basis
New tax smart strategies and solutions for investors
Online series offers lessons on personal finance from Bruce Sellery