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News Stories Archives - Since 1998
A $204B-AUM AM Will Triple This Lineup A Southland asset manager's team is preparing to add two more ETFs and convert four traditional mutual funds... MutualFundWire.com - Thursday, April 18, 2024
Four Lessons For KPAs Pondering PEPs Welcome back to our KPA (k)olumn! My colleague Selma shares PEP-related lessons from provider leaders and KPAs... 401kWire.com - Thursday, April 18, 2024
A 19-Year Hancock Vet Joins Lincoln The new hire is based in the Midwest... 401kWire.com - Thursday, April 18, 2024 - Reader Rating: 4.59
How Does Empower Address Financial Happiness? A leader at the recordkeeper sheds light on their financial wellness efforts... 401kWire.com - Thursday, April 18, 2024 - Reader Rating: 5
Good Hires a Former Ubiquity C-Suiter The move comes as Ascensus is preparing to buy part of an ally's retirement business... 401kWire.com - Thursday, April 18, 2024
DFA, Van Eck, and 11 More AMs Win Big In Gotham A trade pub's team hosted their tenth annual awards event last night, again in the Big Apple... MutualFundWire.com - Thursday, April 18, 2024
Younger Participants Are Less Confident About Retirement, But ... New research, sponsored by a DC I-O, sheds light on how employees think about workplace benefits, including retirement plans... 401kWire.com - Thursday, April 18, 2024
A Behavioral Science Ally Will Help Power a 3rd Harbor ETF A Midwestern fund firm is launching another ETF whose investment strategy focuses on corporate culture... MutualFundWire.com - Tuesday, April 18, 2023
An Empower Alum Builds a 401(k) Back Office For FAs A veteran 401(k) wholesaler launches his own RIA... 401kWire.com - Tuesday, April 18, 2023 - Reader Rating: 5
Parks Adds a Ubiquity C-Suiter and Hunts For Another One senior leader is on the rise at the micromarket recordkeeper, while another senior leader is moving on... 401kWire.com - Tuesday, April 18, 2023
Definiti Buys a 47-Year-Old TPA The deal boosts the TPA acquirer to more than 300 staff and more than 13,000 retirement plans... 401kWire.com - Tuesday, April 18, 2023
An Insurer Sells a $9.3B-AUM MF Biz The deal is part of a broader sale of a $20.7-billion-AUM asset management arm... MutualFundWire.com - Tuesday, April 18, 2023
Per New Research, FinWellness May Remedy Economic Anxiety A provider's team reveals new participant research... 401kWire.com - Tuesday, April 18, 2023
Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 18, 2022
An RKer's Participant Count Rises 7 Percent A retirement plan recordkeeper's publicly traded parent offers its latest metrics across multiple business lines... 401kWire.com - Monday, April 18, 2022
A 24-Year Pru Vet Joins Ascensus The new now serves as a regional VP at the provider... 401kWire.com - Monday, April 18, 2022
Week In Preview, April 18 - April 24 This week, the teams at DCIIA, Fi360, Mutual of Omaha, QPA, RPAG, Spark, and WIPN will host events... 401kWire.com - Monday, April 18, 2022
Week In Preview, April 18 - April 24 This week, the teams at ICI, IMEA, MFDF, and MMI will host events... MutualFundWire.com - Monday, April 18, 2022
A Thirty-Year Pru VP Retires She rejoined the provider back in 2009... 401kWire.com - Monday, April 18, 2022
Tips For Building a Younger Team KPAs offer their ideas and war stories from recruiting and retaining millennials... 401kWire.com - Thursday, April 18, 2019
See You Monday! 401kWire will be closed tomorrow in observance of the Good Friday market holiday... 401kWire.com - Thursday, April 18, 2019
See You Monday! MFWire will be closed tomorrow in observance of the Good Friday market holiday... MutualFundWire.com - Thursday, April 18, 2019
An Edward Jones Alum Joins TRA The new sales consultant will cover New York and New Jersey... 401kWire.com - Thursday, April 18, 2019 - Reader Rating: 5
Micro Fund Firms' Flows Share Septuples The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, April 18, 2019
A 24-Year MetLife Vet Is On His Way Out A sales director is leaving after more than two decades at the insurance company... 401kWire.com - Thursday, April 18, 2019
Shouldn't We Stop Calling It That? A few thoughts on branding and innovation in the mutual fund biz ..... MutualFundWire.com - Thursday, April 18, 2019
Chong Teams Up On Financial Wellness The CUNA Mutual retirement chief unveils an interactive program aimed at helping participants improve their financial knowledge and well-being... 401kWire.com - Thursday, April 18, 2019 - Reader Rating: 4.5
Sageview's KPAs Applaud Four Unsung Heroes Four awards were given out Last week at SageView's national conference... 401kWire.com - Wednesday, April 18, 2018 - Reader Rating: 4.5
PSCA Recognizes a WISER Advocate The collective plan sponsor organization has announced the winner of its annual Lifetime Achievement Award... 401kWire.com - Wednesday, April 18, 2018
An $8.9B ETF Strategist's CEO Hires Two Chiefs The firm now has about 90 employees, mostly in its home base in the Midwest... MutualFundWire.com - Wednesday, April 18, 2018
Long Anoints SageView's First Fiduciary-In-Chief Randy Long promotes one of his employees to a brand new position... 401kWire.com - Wednesday, April 18, 2018 - Reader Rating: 5
TRA Buys in Central Pennsylvania Matt Schoneman unveils the TPA's third purchase of 2018, which brings the firm to a 31st state... 401kWire.com - Wednesday, April 18, 2018 - Reader Rating: 4.33
A Value Fund Entrepreneur Dies at 93 An AMG team mourns its founder, who died on Monday night... MutualFundWire.com - Wednesday, April 18, 2018
A PAi Alum Joins Associated Bank Associated Bank has a new VP and senior relationship manager... 401kWire.com - Wednesday, April 18, 2018 - Reader Rating: 4
TCA Hunts for More ETF Allies The independent, Denver-based RIA custodian launched an NTF-like ETF platform... MutualFundWire.com - Tuesday, April 18, 2017 - Reader Rating: 5
Mercer Names DC Segment Leader in the Central Market Region An executive that has more than 20 years of investment experience, has landed a new role heading up the defined contribution (DC) segment in the Central market region!.. 401kWire.com - Tuesday, April 18, 2017
Vince Morris' RIA Partners with a Florida KPA Shop The expansion continues!.. 401kWire.com - Tuesday, April 18, 2017
Follow the Fundsters - April 18, 2017 Hires, fires, and the like!.. MutualFundWire.com - Tuesday, April 18, 2017
ICI's Paul Schott Stevens Calls For Further Fiduciary Reg Delay The CEO of the trade organization ICI has voiced in a comment letter to the DoL that immediate further delay of rule is needed... 401kWire.com - Tuesday, April 18, 2017
A 19-Year CUNA Mutual Vet Joins a New Shop A trained lawyer who has been at recordkeeper CUNA Mutual since 1998, has recently joined an Wisconsin-based investment management shop as the new chief legal officer!.. 401kWire.com - Tuesday, April 18, 2017 - Reader Rating: 5
Americans Want to Retire Sooner Rather than Later More Americans want to retire sooner rather than later, according to a new study that was unveiled by Hearts & Wallets this week... 401kWire.com - Tuesday, April 18, 2017
A Breath of Hope For the Other Fund Firms An M* guru points out that, "for the first time in three years," Vanguard is not the entire net flows ball game... MutualFundWire.com - Tuesday, April 18, 2017
Delaney Takes Home NAPA Leadership Award StoneStreet Advisor Group stands out among the crowd... 401kWire.com - Monday, April 18, 2016 - Reader Rating: 3
A MainStay Exec Joins a 401k Startup There is no word on how his duties are being handled... MutualFundWire.com - Monday, April 18, 2016
A Veteran SVP Exits Voya More changes for Charlie Nelson's team... 401kWire.com - Monday, April 18, 2016 - Reader Rating: 4
Third Avenue Takes Its Online Presence Up a Notch The deep value shop and AMG subsidiary upgrades its website... MutualFundWire.com - Monday, April 18, 2016
An Allianz Ops Vet Departs The U.S. arm of the global asset manager says goodbye to a 16-year company veteran... MutualFundWire.com - Monday, April 18, 2016
A Bank Completes the Next Step In Its ETF Distro Buildout The asset management side of the firm triples the size of its ETF-focused sales force... MutualFundWire.com - Monday, April 18, 2016
NAGDCA Introduces a Benchmarking Initiative The trade group looks to advance public retirement plans with new benchmarking initiative... 401kWire.com - Monday, April 18, 2016
Pentegra Wins Two Bank Plans A New Jersey bank has decided to open its retirement plan accounts with Pentegra Retirement Services... 401kWire.com - Monday, April 18, 2016
Betterment Hires a Mesirow Exec The roboadvisor hires a retirement plan industry insider to win new business for its retirement plan offering... 401kWire.com - Monday, April 18, 2016 - Reader Rating: 5
Did Peltz Mistime His Legg Mason Exit? Barron's highlights the thoughts of one analyst watching the Trian-Shanda deal... MutualFundWire.com - Monday, April 18, 2016
Merrill Exec Sees $200B U.S. ETF Growth in 12 Months Investment strategist also sets growth target for next five years... MutualFundWire.com - Thursday, April 18, 2013
A Quant Shop Moves onto the Fidelity Platform Firm gears up marketing of one-year old market neutral fund... MutualFundWire.com - Thursday, April 18, 2013 - Reader Rating: 5
A DC I-O Vet and an Advisor-Writer Win Big at fi360 The fiduciary training specialists reveal two winners at their 2013 annual conference in Arizona... 401kWire.com - Thursday, April 18, 2013 - Reader Rating: 1.8
Logos and Handbooks: What's New With fi360? The top execs at the fiduciary training shop open their 2013 annual conference... 401kWire.com - Thursday, April 18, 2013 - Reader Rating: 2
Salient Brings Volatility to the Party Alts firm designs funds with high volatility to have an "impact" on portfolios... MutualFundWire.com - Thursday, April 18, 2013 - Reader Rating: 5
Nationwide Has Two New Regional VPs One is a new hire, the other a promotion... 401kWire.com - Thursday, April 18, 2013 - Reader Rating: 3
ASPire Hires Two Execs and Expands Client Service Team The Florida RKer has brought on two execs dedicated to customer service... 401kWire.com - Thursday, April 18, 2013 - Reader Rating: 1.5
An Analyst Drills Down on Flows of Five Firms Barron's spells out what he likes and doesn't like... MutualFundWire.com - Thursday, April 18, 2013
Barron's Goes Gaga Over Natural Gas ETF Product has suddenly become very attractive... MutualFundWire.com - Thursday, April 18, 2013
Bill Gross Meditates and Practices Yoga Every day, apparently... MutualFundWire.com - Thursday, April 18, 2013
iShares Enters Active ETF Space Index giant scheduled to launch a slew of products Thursday... MutualFundWire.com - Thursday, April 18, 2013
fi360 Kicks Off Insights 2013 The fiduciary training specialists' annual conference begins in Arizona... 401kWire.com - Thursday, April 18, 2013
Republicans Aren't Supporting the Auto-IRA A key Congressional Committee examines retirement plan offerings of various stripes... 401kWire.com - Wednesday, April 18, 2012 - Reader Rating: 1
Three Guggenheim Chiefs Leave and Two Rise The asset management arm of the private equity firm says goodbye to three of its own while appointing two others... MutualFundWire.com - Wednesday, April 18, 2012 - Reader Rating: 5
A Top Retirement Exec Leaves Reliance The Peach State trust company says goodbye to a senior vice president... 401kWire.com - Wednesday, April 18, 2012 - Reader Rating: 2
Lincoln Swaps Wholesalers in Texas The bundled provider says goodbye to one wholesaler and welcomes another... 401kWire.com - Wednesday, April 18, 2012 - Reader Rating: 1
Morningstar's Data Chief Heads Out The president of Morningstar�s data division will be leaving the company... MutualFundWire.com - Wednesday, April 18, 2012
OppFunds Globalizes the Tribeca Film Festival The Big Apple mutual fund firm is bringing its "Globalize Your Thinking" branding initiative to the Tribeca film festival... MutualFundWire.com - Wednesday, April 18, 2012
AMG Scoops Up a 5-Star Fund Shop An Texas mutual fund shop will become part of the AMG family... MutualFundWire.com - Wednesday, April 18, 2012
Gallagher Wins Over a Mercer Retirement Plan Advisor The insurance brokerage hires in the Sunshine State and searches in the Lone Star one... 401kWire.com - Wednesday, April 18, 2012 - Reader Rating: 1
$18.2 Billion Flows Into iShares BlackRock reports its Q1 earnings... MutualFundWire.com - Wednesday, April 18, 2012
Scalia is ICI's Knight as CFTC Case Could Slow SEC Rulemaking The leading business newspapers all have different takes on the ICI and Chamber of Commerce suit against the CFTC... MutualFundWire.com - Wednesday, April 18, 2012
iShares Takes on a New WisdomTree ETF The ETF giant will launch a new fixed income ETF tomorrow... MutualFundWire.com - Wednesday, April 18, 2012
An OppFunds Alum Leads a Brand New Sales Force A non-producing, non-RKing TPA hires its first national director of sales and distribution... 401kWire.com - Monday, April 18, 2011 - Reader Rating: 2
Pru Hosts 'Stable Value Day' The bundled provider celebrates the growth of its young third-party stable value biz... 401kWire.com - Monday, April 18, 2011 - Reader Rating: 1
Farewell, FundAlarm The 15-year-old Web site for fund investors is shutting down... MutualFundWire.com - Monday, April 18, 2011 - Reader Rating: 3
Tatro Preps for its Mutual Fund Debut The Kentucky-based advisory shop is entering the '40 Act business... MutualFundWire.com - Monday, April 18, 2011
Schwab Looks for Sales Help in the South There's an open wholesaler position at Charles Schwab in Texas... 401kWire.com - Monday, April 18, 2011
An AIG Alum Will Help Guide the ING IPO Is the IPO coming close to fruition?.. 401kWire.com - Monday, April 18, 2011 - Reader Rating: 4
Pershing Helps Advisors With Rollover Opp The BNY Mellon subsidiary unveils a website... 401kWire.com - Monday, April 18, 2011 - Reader Rating: 1
Broadridge Hires a 401k Software Vet The new owners of Matrix just brought a familiar face on board... 401kWire.com - Monday, April 18, 2011
Are Active ETFs Just Hype? The WSJ explores why active ETFs have still not gained the traction their purveyors envisioned they would... MutualFundWire.com - Monday, April 18, 2011 - Reader Rating: 5
How Do the Free-Trading ETF Platforms Measure Up? The Wall Street Journal weighs the commission-free ETFs available through five discount brokerages... MutualFundWire.com - Monday, April 18, 2011
Stern Says TCW is Doing Better Than He Hoped TCW's top executive talks to a trade pub... MutualFundWire.com - Monday, April 18, 2011
Target Date Fund Growth Outpaces 401ks A trade pub looks at where the defined contribution assets are flowing... MutualFundWire.com - Monday, April 18, 2011
Asset Managers are Adding Alts-Centric Staff A Cerulli report says asset managers are hiring more specialists for their non-traditional offerings... MutualFundWire.com - Monday, April 18, 2011 - Reader Rating: 5
Putnam Unveils a New Advisor Tool The new tool offers advisors a simpler way to compare multiple funds on one screen... MutualFundWire.com - Monday, April 18, 2011
BenefitStreet TPA Sale Takes Another Step Insiders say the Northern California-based recordkeeper has given one firm first look at all four of its TPAs remaining on the block. Separately, a familiar face returns to one of BenefitStreet's TPAs... 401kWire.com - Friday, April 18, 2008 - Reader Rating: 5
Mercer Unveils Education Program The firm has launched an online program to help 401k participants with retirement planning... 401kWire.com - Friday, April 18, 2008
Sentinel Chief Talks M&A After the close of the acquisition of Citizens Funds, Christian Thwaites continues to see M&A opportunities... MutualFundWire.com - Friday, April 18, 2008 - Reader Rating: 2
QDIA is Here: Now What Happens to Stable Value? Speaking at the SVIA conference this week, an industry consultant reveals how some sponsors are reacting to the new default safe harbor rules and gives some suggestions to the capital preservation specialists of the DC industry... 401kWire.com - Friday, April 18, 2008
Big Boston Fund Shops are on the Prowl for New Recruits This week The MFWire spotlights Beantown job opportunities... MutualFundWire.com - Friday, April 18, 2008 - Reader Rating: 5
FA Asks Thain if He Plans to Split WM from Trading Desk John Thain faced tough questions on conference call Thursday with the firm's financial advisors... MutualFundWire.com - Friday, April 18, 2008
Citi CEO Says Asset Sales to Continue Vikram Pandit says Citigroup will continue to sell its non-core assets... 401kWire.com - Friday, April 18, 2008
After Fido, Hartford Sees Another Distribution Deal for its RI Product The Hartford, which already has ties to Fidelity for its guaranteed income product, says a distribution deal with another recordkeeper is on the horizon... 401kWire.com - Friday, April 18, 2008
American Beacon Buyer Steps Aside from Fund Board Post One of the architects of the sale of the investment manager relinquishes his board position for now while awaiting a vote and a closing... MutualFundWire.com - Friday, April 18, 2008
Citi Posts Bigger-Than-Expected Q1 Loss Citigroup unveiled a dismal earnings report on Friday... MutualFundWire.com - Friday, April 18, 2008
A New York Life Alum Leads Atlanta Insurance B-D Branch to DC Updated \| An independent insurance brokerage hires another provider sales vet to build a retirement practice, this time in the Georgia metropolis... 401kWire.com - Friday, April 18, 2008
ING Takes Sub-Advisory Mandate In-House ING is moving the management of its ING Emerging Countries Fund in house... MutualFundWire.com - Friday, April 18, 2008
Wasatch Plans a New Fund Wasatch Funds has filed to launch a new no-load fund offering... MutualFundWire.com - Friday, April 18, 2008
WSJ Examines 401k Fee Disclosure Bill The 401k fee disclosure bill passed by the House Education and Labor Committee earlier this week gets under the WSJ microscope... MutualFundWire.com - Friday, April 18, 2008
MassMutual Study Suggests Another "Golden Innovation" Jerry Golden's not wasting any time. The master annuitizizer is set to release a study pushing annuities into the future... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 1
Linsco Group ePlans Into K An advisory team in the Land of 10,000 Lakes wants in on the DC marketplace, and they found their private label partner to do it. .. 401kWire.com - Wednesday, April 18, 2007 - Reader Rating: 2.33
Questar Partners With FundQuest For New Platform Questar Asset Management has launched a Wealth Designs platform through FundQuest Incorporated... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 3
Married Couples Mum About Retirement Income A recent survey exposes an ugly truth about married couples... MutualFundWire.com - Wednesday, April 18, 2007
Fido Gets Sensitivity Training The Boston Behemoth is targeting the "senitivities" that people feel when talking about their finances with a new ad campaign... MutualFundWire.com - Wednesday, April 18, 2007
SimCorp Throws Bash to Celebrate New Home SimCorp USA is moving up and out in New York City... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 4.4
Reliance Trusts Phoenix Hire The Peach State firm's institutional unit lures an executive away from the Southwest. .. 401kWire.com - Wednesday, April 18, 2007
Sales Exec Does the Intra-Frisco Shift An online provider grows and snags a retirement veteran from a nearby provider. .. 401kWire.com - Wednesday, April 18, 2007
Fund Supermarket May Sell One of the Big Four mutual fund supermarkets may be getting out of the game by selling its shelf space to a rival... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 3.63
The Tax Man Takes His Cut of Fund Profits Uncle Sam took a big bite out of taxable fund accounts in 2006 through taxes on capital gains distributions... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 4
Hail Caesar! Octavian Joins DTCC in a New Venture The Depository Trust & Clearing Corporation (DTCC) has announced that Octavian, a provider of software solutions for wealth and investment managers, has joined DTCC's new Managed Accounts Service... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 3.33
Pope Adds A Sales Acolyte Barclays Global Investors hires a new client segment strategist to be part of the iShares sales strategy team... MutualFundWire.com - Wednesday, April 18, 2007
Advantus Hires SVP of Institutional Account Sales The St. Paul, Minnesota-based asset management firm has tapped a former portfolio manager from Peregrine Capital Management to spearhead sales efforts in the institutional anad insurance markets... MutualFundWire.com - Wednesday, April 18, 2007
Flanagan Takes Pay Cut AMVESCAP's CEO was paid $5.7 million in 2006, or less than half of what he was paid in 2005, following a shareholder rebellion against the firm's exeuctive compensation package... MutualFundWire.com - Wednesday, April 18, 2007 - Reader Rating: 3
Schwab to Host Trading Forums Want to learn more skills that will get you to the next level? Charles Schwab is here for you... MutualFundWire.com - Wednesday, April 18, 2007
XShares Launches Two Funds The New York-based firm has expanded its lineup of exchange-traded funds... MutualFundWire.com - Wednesday, April 18, 2007
Franklin Templeton to Launch New Fund Franklin Templeton is registering a balanced fund with the SEC. Franklin Balanced Fund will invest in stocks, bonds, and convertible securities, with between 15 to 30 percent of its assets invested overseas and at least one quarter of the assets will be placed in fixed income securities, according to the filing... MutualFundWire.com - Tuesday, April 18, 2006
PowerShares Hires Former NYSE Exec PowerShares Capital Management LLC has tapped a former executive from the New York Stock Exchange to fill the newly created position of vice president of new product development... MutualFundWire.com - Tuesday, April 18, 2006
Russell Boosts DC Sales Force The Tacoma, Washington-based firm is looking to widen its reach in the DC space. .. 401kWire.com - Tuesday, April 18, 2006 - Reader Rating: 4
Aon Consulting US Names CEO Aon Consulting has tapped Kathryn Hayley as chief executive officer of its U.S. operations... 401kWire.com - Tuesday, April 18, 2006 - Reader Rating: 1
Cali Recordkeeper Taking the IPO Avenue The Northern California company is working towards going public, but first, more acquisitions are likely... 401kWire.com - Tuesday, April 18, 2006 - Reader Rating: 1
Provider Asks Sponsors to Push for EGTRRA Permanency At least one public-sector provider is worried enough about the future of EGTRRA retirement provisions that it's urging plan sponsors to make their voices heard... 401kWire.com - Tuesday, April 18, 2006 - Reader Rating: 5
Seligman Adds to 401(k) Features The New York investment advisor has unveiled new features that makes its automatic 401(k) program complete. .. 401kWire.com - Tuesday, April 18, 2006
Non-Profit Group Makes Changes To Fund Menu The Oakbrook Terrace, Illinois-based plan sponsor is tweaking the investment menu for its $69 million 401k plan... 401kWire.com - Tuesday, April 18, 2006
AllianceBernstein Tapped For Vanguard Fund Vanguard has hired AllianceBernstein L.P. to co-manage its Vanguard Global Equity Fund. AllianceBernstein, based out of New York City, joins Marathon Asset Management, LLP and Acadian Asset Management, Inc. in managing the $3.5 billion fund... MutualFundWire.com - Tuesday, April 18, 2006
Dreyfus Founders Has New CEO Mellon revealed in an SEC filing that Stephen Canter has taken over from Richard Sabo as president and CEO of the Dreyfus Founders family of funds... MutualFundWire.com - Tuesday, April 18, 2006
BGI To Cut Expense Ratios Of iShares Sector Funds Barclays Global Investors said Monday it is slashing the expense ratios of its iShares sector funds... MutualFundWire.com - Tuesday, April 18, 2006
Janus Names Head of Broker-Dealer Client Management Group Janus Capital has turned to a former executive from AllianceBernstein to head its broker-dealer client management group... MutualFundWire.com - Tuesday, April 18, 2006
Vanguard Launches Pared-Down Advice Services Vanguard, which previously offered guidance only on large-balance accounts, announced Monday that it has developed a suite of services delivering streamlined financial advice at a rate affordable for small-scale investors. .. MutualFundWire.com - Tuesday, April 18, 2006
Evergreen Chair Joins Board of Marketing Co The chairman of the board of Evergreen Funds, Michael S. Scofield, has joined the board of Branded Media Corporation, a New York-based marketing firm. .. MutualFundWire.com - Monday, April 18, 2005
Burglars Hit Offices of Midwest Fund Firm Burglars stole two laptop computers from the Kansas City offices of American Century ..... MutualFundWire.com - Monday, April 18, 2005
An Auto Enrollment Case Study Auto enrollment plus investment advice proves to be a powerful combination. .. 401kWire.com - Monday, April 18, 2005 - Reader Rating: 3
Funding Helps TPA Boost Operations The TPA will put funds towards marketing and sales... 401kWire.com - Monday, April 18, 2005 - Reader Rating: 1.5
Major League Soccer Scores with New K Plan The professional atheletes will also get matches from the league... 401kWire.com - Monday, April 18, 2005 - Reader Rating: 4
Friendly Sky Pilots May See DC Plan Providers may have an opportunity with high-balance pilots... 401kWire.com - Monday, April 18, 2005 - Reader Rating: 2
Chamber Calls Indy Rule �Extraordinary� Eugene Scalia, the attorney representing the U.S. Chamber of Commerce in a suit that challenges the SEC�s independent chairman rule, made the case that the SEC overstepped its bounds ..... MutualFundWire.com - Monday, April 18, 2005
JPMorgan Consolidates Trust Group JPMorgan is uniting its custody and investor services as well as its securities clearance and trust services under one roof. The new unit, called JPMorgan Worldwide Securities Services, will consist of the former JPMorgan Investor Services and Institutional Trust Services units, and will custody $9.1 trillion in assets... MutualFundWire.com - Monday, April 18, 2005
Morgan's Dean Witter Falters A recent Wall Street Journal on the continuing Morgan Stanley internal crisis provides an interesting statistic: the faltering wirehouse�s brokers pull in less than their peers. Morgan Stanley�s brokers make $462,000 annually in revenue per broker, compared to $740,000 for Merrill Lynch�s brokers and $540,000 for Smith Barney brokers ..... MutualFundWire.com - Monday, April 18, 2005
Persumma Announces Client The web-enabled 401k provider has named another of its early clients. .. 401kWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
TA Adds Four Bisys, Nationwide and McDonald & Co. execs join IFS. .. MutualFundWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
Morningstar Pushes Institutional Consulting The fund info firm is in talks to add clients for its institutional investment-consulting services after inking a deal with MetLife... MutualFundWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
e401k Expands Team Theonline401k taps Schwab and Merrill Lynch for a pair of executives... 401kWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
Ariel Broadens Channels With value in vogue, the fund firm expands its asset capture effort through retirement plans and advisors. .. MutualFundWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
TrustLynx Links TPAs to DCC&S The new service will allow TPAs to offer late-day fund exchanges to clients. .. 401kWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
Schwab Sells Trust Unit Merrill reports earning, may sell manager ... Schwab sells US Trust's corporate trust business ... Dreyfus taps subadvisor. .. 401kWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
Schwab Sells Trust Unit Merrill reports earning, may sell manager ... Schwab sells US Trust's corporate trust business ... Dreyfus taps subadvisor. .. MutualFundWire.com - Wednesday, April 18, 2001 - Reader Rating: 3
Crossing the Delaware John Grieco has been named vice president, key accounts manager at Delaware Investments. He will be responsible for wrap investment business and developing relationships with the firm's distribution clients, including those broker/dealers who sell retirement plans... MutualFundWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
Crossing the Delaware John Grieco has been named vice president, key accounts manager at Delaware Investments. He will be responsible for wrap investment business and developing relationships with the firm's distribution clients, including those broker/dealers who sell retirement plans... 401kWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
New Ad Campaign for Atlanta Firm Campaign to be launched in May on television and in print... MutualFundWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
Rydex Sales Manager Defects to ProFunds ProFunds has created a new vice president of sectors position for a recent hire from rival Rydex Funds... MutualFundWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
Buffalo Sponsor Shuffles its Funds Growth and Micro Cap funds are added, government money market deleted... 401kWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
April 18, 2000 The survey says... It's all in how you look at things ... Making lemonade ... HSBC and Merrill teaming up... 401kWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
April 18, 2000 The survey says... It's all in how you look at things ... Making lemonade ... HSBC and Merrill teaming up... MutualFundWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
InvestLink Adds 10 InvestLink, a New York City software firm that serves the defined contribution business, has 10 new clients since the beginning of the year. It provides TotalServicesManager and retire401k.com, which is the first service's Internet offering... 401kWire.com - Tuesday, April 18, 2000 - Reader Rating: 3
SEE YOU MONDAY! The MutualFundWire.com is closed for the Good Friday Holiday. We will be back on Monday... MutualFundWire.com - Sunday, April 18, 1999
BACK ON MONDAY The 401kWire.com is closed for the Good Friday Holiday. We will be back on Monday... MutualFundWire.com - Friday, April 18, 1997

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