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News Stories Archives - Since 1998
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Sale Buzz Surrounds a Bank's Mutual Fund Unit
The bank has hired an investment bank to explore a sale of its fund arm...
MutualFundWire.com -
Monday, January 04, 2010
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Reader Rating: 4
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Ameriprise Preps to Buy Columbia
Updated | BofA is about to seal the deal to sell its asset manager...
MutualFundWire.com -
Tuesday, September 01, 2009
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Reader Rating: 4
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Layoffs Hit a Midwest Fund Firm
Ahead of the completion of a deal, the fund firm is laying off some workers in sales and marketing...
MutualFundWire.com -
Wednesday, January 27, 2010
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Gundlach Wins Over More TCW Managers for DoubleLine
DoubleLine's ranks continue to grow with ex-TCW staffers...
MutualFundWire.com -
Wednesday, January 13, 2010
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Reader Rating: 4
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BofA Finally Sells Columbia
After months and months of speculation, a buyer snaps up the non-money market business of the asset manager...
MutualFundWire.com -
Wednesday, September 30, 2009
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Reader Rating: 4
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Keith Banks to Stick With Columbia Through the 'Transition'
Amid the senior management shakeup at Bank of America, Keith Banks is reportedly staying through a transition period.
but it looks like the chief of U.S. Trust and Columbia is staying put for now...
MutualFundWire.com -
Thursday, August 06, 2009
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Another Fund CEO is Stepping Down
The leadership change at the West Coast-based mutual fund firm will take effect next month...
MutualFundWire.com -
Friday, February 26, 2010
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BofA Narrows the Columbia Bids to Three
Updated | Who will buy the Boston-based asset management giant?..
MutualFundWire.com -
Thursday, June 18, 2009
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Reader Rating: 4
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Columbia Lures a Putnam Exec
Columbia Management, whose long-term asset management business is about to become part of Ameriprise, names its product management head...
MutualFundWire.com -
Thursday, March 11, 2010
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Reader Rating: 4
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Columbia Sale May Complete 'In Days'
The anticipated sale of Bank of America's $325 AUM fund arm is on course to finish before the end of the month claims a published report...
MutualFundWire.com -
Friday, July 17, 2009
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Reader Rating: 4
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Ameriprise Reveals Distribution Leadership at the Combined Company
The distribution leadership structure at RiverSource-Columbia takes shape...
MutualFundWire.com -
Friday, November 13, 2009
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Reader Rating: 1
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A Key RiverSource Exec Will Move On Post-Deal
The senior exec will not be part of the combined RiverSource-Columbia organization after the deal closes in the spring...
MutualFundWire.com -
Tuesday, January 05, 2010
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Reader Rating: 1
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Abby Johnson Prepares to Step into the Spotlight
A look at what's coming up this month in the fund world...
MutualFundWire.com -
Monday, February 01, 2010
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Pru Makes a Key Sales Hire
The New Jersey-based asset manager hires a Columbia alum...
MutualFundWire.com -
Thursday, July 22, 2010
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Reader Rating: 5
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Ron Baron Ends His Hunt for a Distribution Head
After a two-and-a-half month search, Baron Capital finds a new chief distribution officer...
MutualFundWire.com -
Thursday, January 28, 2010
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FRC's Research Head Jumps to a Boston Fund Firm
After less than a year at the Mercatus unit, Maurice Leger has moved on...
MutualFundWire.com -
Thursday, October 15, 2009
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Reader Rating: 1
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Promotions Pick-up at PIMCO
Spring must be the season dedicated to promotions at PIMCO. They have 11 new executive vice presidents, 16 new senior vice presidents, 33 new vice presidents and partrige in a pear tree.
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MutualFundWire.com -
Thursday, April 05, 2007
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Reader Rating: 3.33
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Columbia Gives Moore Duties to a C-Level Exec
After the fixed income and liquid strategies chief departs the BofA subsidiary, another exec takes over...
MutualFundWire.com -
Friday, September 18, 2009
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Columbia Funds Founder Dies
Before Columbia was the fund arm of Bank of America it was the only no-load fund north of San Francisco and west of Chicago...
MutualFundWire.com -
Tuesday, August 18, 2009
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Pimco Makes 101 Promotions
The co-head of the bank and brokerage channel are among the newly promoted at Pimco...
MutualFundWire.com -
Wednesday, March 24, 2010
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Reader Rating: 1
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Suit Hints at Rydex Price Tag
Security Benefit's winning bid for Rydex may not have been the absolute highest. More pricing details were provided in a suit filed by a disgruntled Rydex marketer...
MutualFundWire.com -
Wednesday, August 08, 2007
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Reader Rating: 3.56
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Another Evergreen Alum Joins Fidelity
There's a recent addition to the number of Evergreen Investments alums within Fidelity Institutional Investment Services...
MutualFundWire.com -
Monday, December 28, 2009
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As Columbia's Two-Part Sale Nears, Where's Invesco?
The bidders reportedly shrink to two for the asset management arm of BofA. But who will buy the money market business?..
MutualFundWire.com -
Monday, July 27, 2009
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Reader Rating: 4
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Fund Companies Get Gold Stars
John Hancock bagged two of the top awards at the 13th annual STAR awards. Fidelity, Vanguard and Ariel were among the others who took home prizes...
MutualFundWire.com -
Monday, October 26, 2009
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Flanagan Sees Distribution Opp, Not Cost-Savings, in Van Kampen
The Invesco chief looks forward to expanding his investment suite and beefing up distribution relationships in the wake of the $1.5 billion deal...
MutualFundWire.com -
Tuesday, October 20, 2009
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UPDATE 1 | Done Deal: San Fran Fund Shop Steps Forward to Gain Sales Access
The Getty-backed fund shop has inked a deal to place another two dozen funds under its umbrella...
MutualFundWire.com -
Wednesday, June 04, 2008
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Reader Rating: 3.5
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Will Mutual Funds Gain Access to the Federal Thrift Savings Plan?
Lawmakers and witnesses debate adding a new option to the giant government retirement plan...
MutualFundWire.com -
Wednesday, November 04, 2009
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Krawcheck May be Next in Line at BofA
Less than a year after leaving Citi in a cloud, the former Alliance Capital Management and Sandy Bernstein executive is now one of Ken Lewis' possible successors at BofA...
MutualFundWire.com -
Monday, August 03, 2009
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Reader Rating: 2
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Pru Believes in NPR Alliance
The bundled provider has inked a sponsorship deal with National Public Radio as part of its brand campaign...
401kWire.com -
Friday, May 25, 2007
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Reader Rating: 5
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'Bailout Czar' Takes a Job at an Asset Manager
Neel Kashkari, who was tapped by then-Treasury Secretary Hank Paulson to run the bailout program last fall, will start working for an investment management firm next week...
MutualFundWire.com -
Monday, December 07, 2009
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Vanguard and Fido are the Stars, So Where Does Your Fund Firm Rank in Growth Potential?
Cogent Research has applied its predictive model to fund firms to tease out which funds will be tomorrow's Stars, Leaders, Players or Drifters, based on their growth potential...
MutualFundWire.com -
Thursday, October 25, 2007
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Reader Rating: 5
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Will BofA Get Its Price?
A report from London states that the bidding for Columbia is "tepid" now that BlackRock's Larry Fink is out of the negotiations...
MutualFundWire.com -
Wednesday, July 01, 2009
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DC I-O Lineups Change at BlackRock, Columbia and Goldman
What's new in the 401k industry? A giant insurance brokerage prepares to buy a benefits consulting firm, while several investment-only executives change positions...
MutualFundWire.com -
Friday, April 30, 2010
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Retirement Advisors are not Just Advisors
What's new in the 401k industry? Fundsters interested in the business should pay attention to the growing differences between intermediaries who specialize in the retirement plan business and those who simply dabble while hailing from the retail world...
MutualFundWire.com -
Friday, May 28, 2010
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Reader Rating: 4
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UPDATE 17 | The Q2 Earnings Reports Are In...
The last of the earnings reports are trickling in...
MutualFundWire.com -
Tuesday, August 14, 2007
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Reader Rating: 3.13
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Integrity Posts Higher Q2 Earnings
UPDATED | Integrity Mutual Funds saw net income rise and revenues drop...
MutualFundWire.com -
Thursday, August 14, 2008
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Reader Rating: 2
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Francfort is Back at Neuberger Berman
After a five-year stint at Columbia University, Greg Francfort returns to the New York investment manager...
MutualFundWire.com -
Tuesday, November 17, 2009
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Reader Rating: 3
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Sun Life Lures a Top Columbia Manager
A managing director departs the BofA subsidiary...
MutualFundWire.com -
Thursday, September 17, 2009
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Columbia Counts Down to May Day
Amerprise execs expect to finish the deal on May 1...
MutualFundWire.com -
Tuesday, April 27, 2010
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12b-1 Fees Face Major Obstacles
A chief compliance officer at an RIA reflects on what last week's 12b-1 SEC rountable means...
MutualFundWire.com -
Monday, June 25, 2007
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Reader Rating: 3.48
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Putnam Names Thompson's Replacement
The Boston fund firm draws from within its ranks to fill the job vacated by Chris Thompson, who jumped to Columbia Management in March...
MutualFundWire.com -
Monday, May 03, 2010
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The Columbia Deal Has Cost Ameriprise $3 Million So Far
The insurance brokerage giant and RiverSource parent also spent $7 million last quarter propping up its money market funds...
MutualFundWire.com -
Thursday, October 22, 2009
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Post BofA-US Trust Deal, What Will Happen to Excelsior Funds?
With the completion of Bank of America's acquisition of U.S. Trust from Charles Schwab, what will happen to Excelsior Funds?..
MutualFundWire.com -
Wednesday, July 11, 2007
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Reader Rating: 2.83
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American Funds Take Top Honors in Adviser Survey
Advisers have weighed in on their favorite lifecycle and risk-based target date fund suites and their favorite fund families in general...
MutualFundWire.com -
Wednesday, September 26, 2007
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Reader Rating: 3
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Fund Launches, Re-Brandings and PM Changes: July 2, 2010
Updated | Emerging Global Advisors, Goldman, Osterweis and SSgA all release new products, while Bridgeway, Credit Suisse, Fidelity, Invesco, Janus, Old Mutual, Oppenheimer, Sentinel and Wells Fargo all make changes to existing funds...
MutualFundWire.com -
Friday, July 02, 2010
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Pimco Introduces an ETF and New Managers
In two days, Pimco launched a new actively managed bond fund and promoted nine across the globe...
MutualFundWire.com -
Thursday, February 04, 2010
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How Competitive is Mutual Fund Pricing?
A new book takes a look at fund fees...
MutualFundWire.com -
Wednesday, April 07, 2010
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Who Are 401k's Rising Stars?
Watch these women as they climb up the DC industry ladder. The 401kWire's list of Rising Star Nominees includes women from across the industry...
401kWire.com -
Monday, September 24, 2007
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Reader Rating: 3.2
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Four Fund Firms Draw Flak Over Proxy Votes
A new report sees the fund industry side more with management in proxy fights, even as some fund firms buck the trend...
MutualFundWire.com -
Monday, April 06, 2009
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Three Suitors Reportedly Circle Columbia
Three firms, including BlackRock have reportedly made preliminary offers to buy Columbia Management from Bank of America...
MutualFundWire.com -
Monday, May 11, 2009
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Columbia Sells: A Day Later
The WSJ highlights the billion-dollar deal...
MutualFundWire.com -
Thursday, October 01, 2009
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Will BofA Mark the Columbia Money Funds?
A trade pub anticipates that the rebranding will come soon...
MutualFundWire.com -
Tuesday, February 23, 2010
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UPDATE 10| Fund Companies Report Q1 Results
Among the latest to report are GAMCO Investors and Phoenix Companies...
MutualFundWire.com -
Thursday, May 08, 2008
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Columbia's Q3 Net Loss Shrinks
The Bank of America unit, whose long-term asset management business is being acquired by Ameriprise, saw its third-quarter net loss narrow...
MutualFundWire.com -
Friday, October 16, 2009
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The Globe Tosses Another Name and a Price Into the Columbia Buzz
The Boston paper profiles the BofA-owned fund firm, which is reportedly on the block...
MutualFundWire.com -
Tuesday, May 12, 2009
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Columbia Has One Less Suitor
After unveiling the BGI deal, BlackRock CEO Larry Fink is putting his checkbook away for now...
MutualFundWire.com -
Friday, June 12, 2009
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Reader Rating: 1
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On the Verge of an Ownership Change, a Fund Firm Returns to the Black
Columbia Management, whose long-term asset management business is in the process of being purchased by Ameriprise, was in the black in the final quarter of 2009...
MutualFundWire.com -
Wednesday, January 20, 2010
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RiverSource Merges More Funds
The Minneapolis-based fund firm completed the latest round last week. This comes as its parent is about to finish its acquisition of Columbia Management's long-term asset management business...
MutualFundWire.com -
Thursday, April 08, 2010
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WSJ Says BofA Expects to Sell Columbia
What will happen to the asset management subsidiary of BofA?..
MutualFundWire.com -
Wednesday, April 01, 2009
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Reader Rating: 4
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Heigh Ho, I-O: Two Fund Firms Think DC Growth
What's new in the 401k industry? One Boston fund company has added two investment-only team members, while a New York Banks searches for 10 new hires...
MutualFundWire.com -
Friday, May 21, 2010
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BofA Holds on to Columbia's Money Funds
BofA has decided not to sell the cash management business of its asset manager...
MutualFundWire.com -
Thursday, November 19, 2009
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Post-Columbia: Ameriprise Keeps its A as Lewis Leaves BofA
In the wake of a big deal, one chief departs and a ratings firm keeps the grade for the brokerage stable...
MutualFundWire.com -
Wednesday, September 30, 2009
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How Much M&A Will 2010 Bring?
Jefferies makes its 2010 deal predictions for the asset management industry...
MutualFundWire.com -
Wednesday, February 24, 2010
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Turner Hands its Private Client Group Chief a Piece of the Pie
Gary Ross is one of 11 newly minted principals at the Berwyn, Pennsylvania-based firm...
MutualFundWire.com -
Wednesday, January 13, 2010
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MFWire's Top Stories for 2009
With 2009 just hours away from becoming history, here's a look back at the top stories of the last 12 months...
MutualFundWire.com -
Thursday, December 31, 2009
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Columbia's I-O Sales Manager Departs
The sales manager is heading to another I-O firm...
401kWire.com -
Tuesday, April 27, 2010
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Reader Rating: 2
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529 Plans Catch SRI Fever
The WSJ looks at how more and more 529 college savings plans are adding socially responsible investments to their menus...
MutualFundWire.com -
Thursday, January 07, 2010
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Clear Indexes Taps College Students for Product Design
Clear Indexes has come up with a brilliant way to design new indexes on the cheap, college students...
MutualFundWire.com -
Thursday, October 11, 2007
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Reader Rating: 3
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A Merrill Vet Will Lead BofA's Institutional Retirement Biz
A longtime Merrill Lynch exec will oversee the 401k business as part of his duties when the BofA-Merrill deal closes, according to a recent internal memo...
401kWire.com -
Monday, December 08, 2008
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TIAA-CREF Names New EVP of Individual Client Services
The firm has picked a successor for Frances Nolan, who has been appointed vice chairman...
MutualFundWire.com -
Friday, July 27, 2007
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Reader Rating: 3
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Touchstone Sells Two Funds To A Natural Buyer
Updated | A fund firm continues its acquisitive streak. ..
MutualFundWire.com -
Friday, May 29, 2009
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11k Filings Index -- CM-CZ
..
401kWire.com -
Wednesday, July 08, 1998
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Reader Rating: 3
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First Circuit Reconsiders a Market Timing Defeat for Two Columbia Alums
The Boston-based court of appeals takes another look at an SEC case against two former top distribution execs...
MutualFundWire.com -
Friday, July 24, 2009
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Gabelli Taps an Assistant for a $2 Billion Fund
For the first time in 23 years, Mario Gabelli appoints an associate portfolio manager for the Gabelli Asset Fund...
MutualFundWire.com -
Tuesday, September 08, 2009
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Ex-Columbia Execs Score a Court Victory
The U.S. Court of Appeals upheld a ruling that dismissed claims filed by the SEC against James Tambone and Robert Hussey...
MutualFundWire.com -
Thursday, March 11, 2010
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Reader Rating: 5
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A Retirement Exec Leaves BlackRock
BlackRock bids adieu to a DC vet as Bank of America digests Merrill Lynch...
401kWire.com -
Friday, March 27, 2009
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Reader Rating: 1
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Ameriprise May Merge Some Fund Boards
As the discount brokerage prepares to buy the non-money fund part of Columbia, watch for it to find ways to cut costs...
MutualFundWire.com -
Friday, October 02, 2009
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Dodge & Cox Saw the Biggest Asset Drop in the Past Year
Assets in Dodge & Cox's stock and bond funds fell nearly half in the year ended January 31, Bloomberg reports.
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MutualFundWire.com -
Monday, March 09, 2009
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FRC Rebuilds its Ranks
A trio of new hires have joined the research firm...
MutualFundWire.com -
Tuesday, August 11, 2009
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Reader Rating: 2
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Ameriprise Picks a New Ad Agency
The firm, which owns RiverSource Investments and is in the process of acquiring Columbia's long-term asset management business, is switching ad agencies...
MutualFundWire.com -
Wednesday, December 02, 2009
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Reader Rating: 4
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Fink Wants to Buy
What might BlackRock acquire?..
MutualFundWire.com -
Tuesday, April 21, 2009
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BofA Continues Mining Fidelity Talent
Another ex-Fidelity bigwig has stepped into a new role at Bank of America...
MutualFundWire.com -
Thursday, April 17, 2008
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Ameriprise Rewards Columbia Converts With 124,000 Shares of Stock
The new parent of the asset manager unveils an incentive program for 133 employees...
MutualFundWire.com -
Wednesday, May 05, 2010
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Poor Client Service Drives Small Plan Turnover
An industry consultant unveils new data on plan sponsor sentiment in the small market. Among other things, it looks like small plan sponsors do not trust banks and wirehouses...
401kWire.com -
Thursday, June 17, 2010
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Reader Rating: 4
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Columbia is Hiring Wholesalers
Bank of America's investment management has two openings for wholesaler posts in the Northeast...
MutualFundWire.com -
Monday, April 13, 2009
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Ahmed Trades Columbia for a West Coast Fund Firm
UPDATED| Yaqub Ahmed is leaving Columbia to lead the investment-only business at a California-based asset manager...
401kWire.com -
Tuesday, August 04, 2009
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Reader Rating: 3
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UPDATE | Wachovia Deal Gives Evergreen a New Parent
The new buyer wants all of Wachovia...
MutualFundWire.com -
Friday, October 03, 2008
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Reader Rating: 5
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BofA Move May Hint at New Strategy
The banking powerhouse lures a top DC executive and may be preparing to make a bigger commitment to its retirement plan business...
401kWire.com -
Monday, July 30, 2007
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Reader Rating: 3.5
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UPDATE 1 | Shrapnel From Lehman Implosion Hits Bent and Co.
The Reserve's money market fund has broken the buck...
MutualFundWire.com -
Wednesday, September 17, 2008
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Third Avenue Expands its Staff and Fund Lineup
The Manhattan firm hires and preps a launch...
MutualFundWire.com -
Monday, June 01, 2009
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Fund Firms Change Hands. Now What?
In Tuesday's Wall Street Journal Fund Track, Ian Salisbury warns investors that M&A activity in the fund industry can lead to fund manager departures and higher fees...
MutualFundWire.com -
Tuesday, April 21, 2009
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Columbia Hires New Client Pro
The asset management arm of Bank of America has appointed a new head of institutional client service...
MutualFundWire.com -
Tuesday, April 17, 2007
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Dechert Taps a New Partner
Fund firms have a new go-to-guy in Dechert's Boston office...
MutualFundWire.com -
Thursday, January 03, 2008
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6 is the Lucky Number for State Street
State Street Global Advisors is set to launch 6 new ETFs in emerging markets that have been diffucult to access in the past. They will Trade on the AMEX. More is always better...
MutualFundWire.com -
Friday, March 23, 2007
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Reader Rating: 3
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Work in the Great Outdoors, or for a Company Named for Them
This week our job spotlight falls on Boston, home to Pioneer Investments, Evergreen Invesments, and Columbia Management...
MutualFundWire.com -
Friday, July 06, 2007
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Reader Rating: 3
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And the Award Goes to..
What really goes on the Lipper Awards? We Know. Today in the WSJ, everyone learned who the winners of the Lipper Fund awards were, but not the details of the soiree high above Central Park where they were given away...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Columbia Continues Management Reorg with Three New Appointments
More changes are in store in Bank of America's investment management arm...
MutualFundWire.com -
Tuesday, November 20, 2007
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Reader Rating: 3
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Wachovia-Wells Deal Would Make a Fund Giant
What will the deal mean for the fund industry's competitive landscape?..
MutualFundWire.com -
Wednesday, October 08, 2008
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Reader Rating: 5
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Carney Leaves BofA
The former retirement chief at the banking giant follows another Fidelity alum to a nearby firm...
401kWire.com -
Thursday, October 09, 2008
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Reader Rating: 5
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Another Evergreen Exec Departs
The exec has left Wachovia's investment management arm to become national sales manager of a New York City-based fund firm...
MutualFundWire.com -
Monday, August 04, 2008
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A Columbia Wholesaler Follows Ahmed to Franklin
Franklin now has a total of three DC I-O wholesalers...
401kWire.com -
Thursday, November 12, 2009
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Reader Rating: 3
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