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News Stories Archives - Since 1998
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Netting $25B, BlackRock Pulls Back Ahead
The M* team updates U.S. flows data for May 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, June 23, 2025
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An RKer IDed and Contained a Breach Affecting 1,281 People
The May 7 cybersecurity incident was discovered on June 10 and revealed to the authorities on June 20...
401kWire.com -
Monday, June 23, 2025
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Holloway Brings Another McKinsey Alum to MissionSquare
The new hire takes on a newly created role under the recordkeeper's new CSO...
401kWire.com -
Monday, June 23, 2025
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Wagner Hires an SSDS Alum
The new hire in Tinseltown will serve as a partner at the Beantown ERISA law firm...
401kWire.com -
Monday, June 23, 2025
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Week In Preview, June 23 - 29
Updated | This week, the teams at ASPPA, Broadridge, DCIIA, ERIC, ERISApedia, PlanSponsor, Spark, Waivz, WIPN, and WP&BC will host events...
401kWire.com -
Monday, June 23, 2025
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Week In Preview, June 23 - 29
This week, the teams at IDC, IMEA, InvestmentNews, M*, MFDF, and WE will host events...
MutualFundWire.com -
Monday, June 23, 2025
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BondBloxx Repeats, Winning With $476MM
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 23, 2023
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40-Plus PEPs and Counting
A recordkeeper's team recently rolled out their first proprietary pooled employer plan...
401kWire.com -
Friday, June 23, 2023
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Reader Rating: 5
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Post-Sale, a National TPA Closes In On Three Deals, And ...
The Garden State firm was recently acquired by one private equity firm, but another is staying on as an investor, too...
401kWire.com -
Friday, June 23, 2023
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Reader Rating: 4
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Stock Funds Suffer a $37B Flows Reversal
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, June 23, 2023
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Meg and Mark Add a 2nd PE Backer
A Midwestern firm buys a majority stake in a national retirement plan and benefits TPA and recordkeeper. Yet a Northeastern backer is staying on, too...
401kWire.com -
Friday, June 23, 2023
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Passive Funds Bounce Back By $74B
The M* team updates U.S. flows data for May 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 23, 2022
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Nominate Star Providers!
A trade group is now accepting entries for its 26th annual awards...
401kWire.com -
Thursday, June 23, 2022
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Near D.C., Hub Buys a KPA's Biz
The deal comes after the PE-backed insurance brokerage bought another shop in the area less than three years ago...
401kWire.com -
Thursday, June 23, 2022
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Reader Rating: 5
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A Texas Shop Debuts a Tool For DC I-Os
The launch comes after a couple of years of beta-testing...
401kWire.com -
Thursday, June 23, 2022
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Nominate Star Fund Firms!
A trade group is now accepting entries for its 26th annual awards...
MutualFundWire.com -
Thursday, June 23, 2022
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Reader Rating: 5
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DC Withdrawals and Rebalancing Fall, But ...
A trade group releases participant activity data on Q1 2022...
401kWire.com -
Thursday, June 23, 2022
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Will a $345B-AUM AM Chief Find Simple Excellence In More M&A?
A publicly traded, multinational asset manager's chief talks about industry consolidation, active management's prospects, and more...
MutualFundWire.com -
Wednesday, June 23, 2021
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Belski Promotes a Six-Year T. Rowe Vet
The executive now serves as a national account manager on the retirement advisory relations team in the asset manager's U.S. intermediaries division...
401kWire.com -
Wednesday, June 23, 2021
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Reader Rating: 5
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What's Next For BofA's New Participant Advice Program?
Stay tuned for more updates in the coming year...
401kWire.com -
Wednesday, June 23, 2021
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After 26 Years, an RKer Prez Exits
The move comes two years after the firm was acquired...
401kWire.com -
Wednesday, June 23, 2021
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With a New 401k Robo, an RKer Centers Planning, RI, and Managed Accounts
The program includes both 3(21) and, for participants who opt in, 3(38) fiduciary services...
401kWire.com -
Wednesday, June 23, 2021
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Gatch Weighs In On ESG Disclosures and DE&I
The JPMAM talks at a trade group's inaugural DE&I conference...
MutualFundWire.com -
Wednesday, June 23, 2021
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Near Gotham, a Boutique's Prez Passes the Reins
A 25-year company veteran is taking over...
MutualFundWire.com -
Tuesday, June 23, 2020
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Egan Advises an Insurer
The former RKing chief takes another board spot...
401kWire.com -
Tuesday, June 23, 2020
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A 338 Buys a 401k Dream
The two firms were already allies before the deal...
401kWire.com -
Tuesday, June 23, 2020
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Reader Rating: 3
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An Illinois RKer Teams With an Engagement Specialist
The provider is the 20th recordkeeper to partner with this shop...
401kWire.com -
Tuesday, June 23, 2020
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As Reopening Continues, WFH Will Still Dominate For These RKers
401kWire talks with folks from three recordkeepers about how they're handling the lifting of pandemic-triggered restrictions...
401kWire.com -
Tuesday, June 23, 2020
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Reader Rating: 5
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Nationwide and Schwab Win In AZ
The selection process for a mid-size town's plan provider slot has come to a close...
401kWire.com -
Tuesday, June 23, 2020
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A Subadvised Shop Rebuilds Its Lead
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 23, 2020
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An $800B Fund Servicer Expands After PE Swoops In
Now that the deal has officially closed, Foreside is looking to expand...
MutualFundWire.com -
Friday, June 23, 2017
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WiPN Makes a New Partnership
The Women in Pensions Network has recently made a new partnership.....
401kWire.com -
Friday, June 23, 2017
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Campbell Says to Prepare for RFI
The DoL could roll out its request for information any day now. ..
401kWire.com -
Friday, June 23, 2017
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Reader Rating: 5
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NAPA Debuts RFP Tool
NAPA debuted a free RFP template in efforts to make your RFP deals a little more seamless.. ..
401kWire.com -
Friday, June 23, 2017
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Filings for Fundsters - June 23, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, June 23, 2017
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These 7 ETF Shops Are Teaming Up With Pershing. Here's Why.
MFWire talks to the firms on new NTF ETF Platform. ..
MutualFundWire.com -
Friday, June 23, 2017
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Amundi-Pioneer Picks an Americas Chief
The French asset management giant is about to close on its acquisition of Pioneer, and they've laid out their combined leadership structure...
MutualFundWire.com -
Friday, June 23, 2017
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LPL Taps a New Chief Information Officer
A seasoned technology executive who is known as a digital disruptor has just joined the largest independent broker-dealer!..
401kWire.com -
Friday, June 23, 2017
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Watch Your Language, Take 2
Today we're returning to the important topic of word choice. The language that KPAs use matter a great deal, and yet not everyone is open to the same language...
401kWire.com -
Thursday, June 23, 2016
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Moninger Refines Channels and Key Accounts at Eaton Vance
The publicly-traded, Beantown-based asset manager's retail sales chief recently sat down with MFWire...
MutualFundWire.com -
Thursday, June 23, 2016
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A $2B KPA Lands With GRP and LPL
An NFP veteran switches B-Ds and more...
401kWire.com -
Thursday, June 23, 2016
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Reader Rating: 5
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This Private Equity Shop Is Still Looking For the Perfect Match For Mutual Fund Distro
A Connecticut-based firm is gearing up to hit its three-year track records on its two mutual funds...
MutualFundWire.com -
Thursday, June 23, 2016
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Rafferty's VMS Adds $300MM in Client Assets
Pasadena, California-based Vertical Management Systems has won new business with a 401(k) advisory firm...
401kWire.com -
Thursday, June 23, 2016
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Reader Rating: 5
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Mercer Unveils a Financial Wellness Solution
The consulting firm has partnered with service providers for the new digital platform. ..
401kWire.com -
Thursday, June 23, 2016
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Fidelity's New Digital Platform Targets KPAs and Consultants
Fidelity has begun implementing new changes to better assist 401(k) plan advisors and consultants... with a new website...
401kWire.com -
Thursday, June 23, 2016
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Reader Rating: 5
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U.S. Reps' Hopes of Overriding Fiduciary Rule Dashed in Late Night Vote
One U.S. Congressman calls the fiduciary standard a "flawed rule." ..
401kWire.com -
Thursday, June 23, 2016
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Most Retirement Plans Lack Lifetime Income Options
A new study by Prudential Retirement surveys what participants want from their defined contribution retirement plans...
401kWire.com -
Thursday, June 23, 2016
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Is This Wirehouse On the Block?
The New York Post reports that a big B-D "could be for sale soon." The B-D's bank parent says it isn't so...
MutualFundWire.com -
Thursday, June 23, 2016
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Raymond James Welcomes a KPA Who Managed $75MM
RayJay just beefed up their affiliation count...
401kWire.com -
Tuesday, June 23, 2015
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What Do Millennials Think of Auto-Enrollment?
The kids are alright... with higher default contributions. ..
401kWire.com -
Tuesday, June 23, 2015
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Reader Rating: 5
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Paycor Unveils a New Service For TPAs
Paycor, a company that provides firms with cloud-based onboarding, HR, payroll and timekeeping software, just unveiled a new service!..
401kWire.com -
Tuesday, June 23, 2015
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The Ten Most Influential People In the Mutual Fund Biz
Who has the biggest impact on the business today? MFWire weighs in with a top ten list. Stay tuned for more top 10 lists coming up...
MutualFundWire.com -
Tuesday, June 23, 2015
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Bathon Hires a 12-Year Cerulli Vet
FUSE Research Network welcomes a new director of relationship development...
MutualFundWire.com -
Tuesday, June 23, 2015
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Manning & Napier Launches a New Tool For Fiduciaries
Today Manning & Napier, Inc., Rochester, New York area mutual fund shop, recently unveiled a.....
401kWire.com -
Tuesday, June 23, 2015
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CUNA Mutual Adds Two Wholesalers and One Regional Sales Consultant
CUNA Mutual boosts its sales team for the retirement solutions division...
401kWire.com -
Tuesday, June 23, 2015
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Is O'Hanley Grooming the Next SSgA Chief?
The giant asset manager's new chief hands off his freshly-acquired president hat to a 20-year company vet...
MutualFundWire.com -
Tuesday, June 23, 2015
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PlanSponsor Execs Are Safe Following Its Acquisition
The management team at Asset International, including the editor-in-chief of PlanSponsor and PlanAdviser magazines, will not be let go following Friday's sale. ..
401kWire.com -
Monday, June 23, 2014
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Reader Rating: 2
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Borzi Focuses on Financial Literacy Efforts
...in the latest installment of her newsletter...
401kWire.com -
Monday, June 23, 2014
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FCRC Apps Upgrades Its Fiduciary Management Tool
A fiduciary management tool for advisors has been enhanced. ..
401kWire.com -
Monday, June 23, 2014
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Seen & Heard: Morningstar Investment Conference 2014
It was kinda like the Bonnaroo music festival, just with easier access, persnickety Chicago weather and a whole lot of alpha...
MutualFundWire.com -
Monday, June 23, 2014
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An RVP Joins Hancock in Chitown
Bob Carroll adds a 401(k) wholesaler...
401kWire.com -
Monday, June 23, 2014
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Stopping 401k Leakage May Induce a Flood of Other Problems
So counsels EBRI's Jack VanDerhei...
401kWire.com -
Monday, June 23, 2014
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Reader Rating: 5
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Another RKer Plugs Into LPL's Advice Platform
The recordkeeper joins a list including Nationwide, Aspire, New York Life, Vanguard and Ascensus that have already linked to the platform. ..
401kWire.com -
Monday, June 23, 2014
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Reader Rating: 5
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Transamerica Exchanges Research on Small-Market Fiduciary Outsourcing
A new white paper from Transamerica looks at the Retirement Plan Exchange platform for small-market sponsors and how it contributes to less fiduciary burden...
401kWire.com -
Monday, June 23, 2014
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Two Fund Selectors Say Goodbye to LPL
A pair of gatekeepers in Beantown are leaving the godfather of indie B-Ds...
MutualFundWire.com -
Monday, June 23, 2014
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Aspire Has a New Director of Sales
A regional sales manager at the Tampa recordkeeper just got promoted...
401kWire.com -
Monday, June 23, 2014
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Reader Rating: 4.29
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An AllianceBernstein PM Is Dead at Age 45
Andrew Weiner had been senior vice president and director of research of small and mid cap value equities at the firm since 2009...
MutualFundWire.com -
Monday, June 23, 2014
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Reader Rating: 1
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Sieg Adds Another Title
BofA's retirement chief is taking on another role at the mega-market plan provider...
401kWire.com -
Thursday, June 23, 2011
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Oh, Snap! A $275 Million Plan Sponsor is Cutt-ING Ties
And its new plan provider is.....
401kWire.com -
Thursday, June 23, 2011
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Reader Rating: 3
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Does Real Estate Belong in Small Business 401ks?
A Beehive State TPA encourages its DC clients to think outside the traditional investment box...
401kWire.com -
Thursday, June 23, 2011
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Reader Rating: 2
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Fundsters Help Raise $1 Million to Fight Cancer
Last week's Expect Miracles Foundation East Coast Classic, attended by fundsters and other financial services execs, raised more than $1 million...
MutualFundWire.com -
Thursday, June 23, 2011
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Invesco PowerShares Will Shutter Two Active ETFs
The Wheaton, Illinois-based ETF shop plans to liquidate two of its five active ETFs...
MutualFundWire.com -
Thursday, June 23, 2011
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Altegris, Invesco and TIAA-CREF Add More NTF Distribution
A no-transaction fee mutual fund platform adds products from three asset managers...
MutualFundWire.com -
Thursday, June 23, 2011
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An Acquisition Boosts Paychex's Retirement Biz
The deal boosts Paychex's year-to-date earnings numbers...
401kWire.com -
Thursday, June 23, 2011
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Reader Rating: 3
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The ERISA Advisory Council Prepares to Take on 403bs
The council will meet next month in Washington, D.C...
401kWire.com -
Thursday, June 23, 2011
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Reader Rating: 3
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Vanguard CEO Talks About How Crew Members are Promoted
At an appearance at the Wharton Leadership Conference yesterday, Bill McNabb talks about promotions within Vanguard...
MutualFundWire.com -
Thursday, June 23, 2011
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Gross Calls For an Infrastructure Bank
The Pimco star pens his newest monthly investment outlook...
MutualFundWire.com -
Thursday, June 23, 2011
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Reader Rating: 4
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Merk Bets Against the Dollar
And embraces the euro...
MutualFundWire.com -
Thursday, June 23, 2011
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Is the Auto-Enrollment Wave Slowing?
A new survey suggests that most plan sponsors without the feature do not plan to add it...
401kWire.com -
Wednesday, June 23, 2010
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Reader Rating: 1
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Highmark Taps a New Sales Honcho
The San Francisco-based firm has signed on a fund distribution veteran to replace Greg Knopf...
MutualFundWire.com -
Wednesday, June 23, 2010
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Gundlach: I Can Relate to Bogle
Jeff Gundlach makes his widely awaited appearance at the Morningstar conference...
MutualFundWire.com -
Wednesday, June 23, 2010
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Kasina Adds to its Team
The consulting firm is continuing to hire in response to demand from clients for help in rethinking their business models...
MutualFundWire.com -
Wednesday, June 23, 2010
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Reader Rating: 1
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Gallagher Retirement Hires in the Midwest and West
Mike DiCenso adds a sales assistant and a sales consultant to his team...
401kWire.com -
Wednesday, June 23, 2010
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Reader Rating: 4.97
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A 24th RKer Gains the ASPPA Certification
With the help of CEFEX and fi360, another firm signs on to 'the highest level of recordkeeping excellence.'..
401kWire.com -
Wednesday, June 23, 2010
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A $235M 457 Plan Crowns ING
Updated | A city down South switches providers...
401kWire.com -
Wednesday, June 23, 2010
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Reader Rating: 5
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A Collective Trust Manager Passes $10B
Most of those assets, not surprisingly, are in its stable value and target date offerings...
401kWire.com -
Wednesday, June 23, 2010
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Folio Ties in to Another RKer
The trading specialists team up with a firm in the Big Apple...
401kWire.com -
Wednesday, June 23, 2010
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Ascensus Partners With a Medical Trade Group
The open architecture recordkeeper ties in to an organization of more than 10,000 surgeons...
401kWire.com -
Wednesday, June 23, 2010
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AUL Buys in its Backyard, Doubling its Retirement Biz
Updated | The retirement services unit of the insurer acquires a nearby TPA...
401kWire.com -
Wednesday, June 23, 2010
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Reader Rating: 5
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An Insurer Connects to 403bs and 457s Via a New TPA Unit
Updated | A New York-based firm gets into the common remitter business...
401kWire.com -
Wednesday, June 23, 2010
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Wells Fargo Wants More Proxies
While the merger of Evergreen into Wells Fargo Advantage is well under way, a few funds have yet to receive approval...
MutualFundWire.com -
Wednesday, June 23, 2010
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Giovinazzo and Della Vedova Propose an Update
RPAG unveils a new version of one of its tools for retirement plan advisors...
401kWire.com -
Wednesday, June 23, 2010
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Reader Rating: 1
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Winnick Lands a New Gig Across the River
Tom Winnick, a former president of DWS Distributors, has left RiverPark Capital...
MutualFundWire.com -
Wednesday, June 23, 2010
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Fidelity, State Street Could Benefit from Brown's Election
The Republican Senator is positioned to win his constituent fund firms -- and the rest of the industry -- key concessions in Washington...
MutualFundWire.com -
Wednesday, June 23, 2010
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A Reich & Tang Unit Changes Hands
Two mutual funds have a new home as part of the deal...
MutualFundWire.com -
Tuesday, June 23, 2009
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SEC Mulls Shortening Money Funds' Maturity Limits
The commission is reportedly looking at shortening money market funds' maturity limits to protect investors...
MutualFundWire.com -
Tuesday, June 23, 2009
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Reish & Reicher Centers Plans Around New Financial Arm
The law firm eyes a new direction for its financial services group...
401kWire.com -
Tuesday, June 23, 2009
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Reader Rating: 2
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An Advice Specialist Reaches Out to Advisors
A managed account and online advice provider beefs up its DC communications and adds an intermediary-focused exec...
401kWire.com -
Tuesday, June 23, 2009
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Reader Rating: 1
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Morningstar Lands an Advice Contract with a Hewitt Client
A California-based fruit and vegetable producer plans to offer Morningstar Retirement Manager free of charge to its participants...
401kWire.com -
Tuesday, June 23, 2009
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Financial Engines Chats With Pre-Retirees on the Phone
Updated | The California-based online advice and managed accounts provider preps a new service...
401kWire.com -
Tuesday, June 23, 2009
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Reader Rating: 5
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An 11-Part Report Sings Bogle's Tune on Fund Fees
A new website attacks fees in the mutual fund industry...
MutualFundWire.com -
Tuesday, June 23, 2009
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A Hedge Fund Makes A Rare Conversion to a Mutual Fund
A New York based firm takes the unusual step of converting its hedge fund into a long-short mutual fund structure...
MutualFundWire.com -
Tuesday, June 23, 2009
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Finra Reminds Brokers to Proceed with Caution on Leveraged ETFs
The Journal's Daisy Maxey picks up on a notice Finra issued to brokers earlier this month regarding sales of leveraged ETFs...
MutualFundWire.com -
Tuesday, June 23, 2009
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Reader Rating: 5
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Fink's Financing Nail-Biter Comes to Light
The WSJ narrates how Larry Fink lined up $2.8 billion after BlackRock's relationship with the so-called 'Queen of British Football' went sour...
MutualFundWire.com -
Tuesday, June 23, 2009
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Reader Rating: 3
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Alger Picks Up Regional Sales Leader
Fred Alger has hired a new vice president and regional marketing manager...
MutualFundWire.com -
Monday, June 23, 2008
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Top ETF Man at Rydex to Take a New Role
The man responsible for the Rydex ETFs will be taking a new role at the company at the end of the month...
MutualFundWire.com -
Monday, June 23, 2008
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Reader Rating: 4.67
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Managed Account Pioneer Shares Participant Knowledge with Participants
A DC industry insider unveils a new book to help employees handle their plans...
401kWire.com -
Monday, June 23, 2008
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PIMCO, Artisan to Launch New Funds
Both shops have at least one new fund in the works...
MutualFundWire.com -
Monday, June 23, 2008
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Reader Rating: 4
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A Boston-Area Outsourced RKer Eyes Smaller TPAs
The firm wants to include TPAs with less than 50,000 participants in its client roster down the road...
401kWire.com -
Monday, June 23, 2008
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SIFMA Names its Choice for Two C-Level Roles
SIFMA has tapped a replacement for chief financial officer and chief administrative officer Don Kittell, who is retiring at the end of the month.
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MutualFundWire.com -
Monday, June 23, 2008
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Wachovia Launches a 401k Video
The Charlotte-based provider has produced a five-minute video to educate its 2.2 million participants...
401kWire.com -
Monday, June 23, 2008
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Citi Cuts to Continue This Week
More cuts are coming at Citigroup...
MutualFundWire.com -
Monday, June 23, 2008
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Fido, Vanguard and Putnam are Noted Converts
The WSJ's Daisy Maxey explains convertibles mutual funds to the paper's readers on Monday...
MutualFundWire.com -
Monday, June 23, 2008
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Vanguard Brings Its Low-Cost Shares to EM Fund
Vanguard is handing out some of its wonted deep discounts on its $9.6 billion Emerging Markets Stock Index Fund...
MutualFundWire.com -
Friday, June 23, 2006
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Rydex Has Set the Date
Representatives of Rydex Investments seemed a little frustrated that they couldn't pinpoint a date for their Currency Shares ETF launch when they met with representatives of the media on Tuesday. Happily, they didn't have long to wait for confirmation.
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MutualFundWire.com -
Friday, June 23, 2006
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Reader Rating: 3
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SSgA Releases Six New SPDRs
Not to be outdone by the likes of Rydex, ProShares and newcomer WisdomTree, established ETF expert State Street has joined a veritable parade of firms brandishing new exchange traded products over the last week or two.
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MutualFundWire.com -
Friday, June 23, 2006
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Alaska's DC Plan Meets Resistance From Unions
Labor groups in Alaska have gone to court in a bid to prevent the state from putting in place a new retirement system...
401kWire.com -
Friday, June 23, 2006
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GuidedChoice Creates Retirement Income Tool
At least five financial institutions are interested in using the product...
401kWire.com -
Friday, June 23, 2006
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Reader Rating: 3
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Old Dominion Brokerage Snares Retirement Seller
The newcomer will lead the firm's retirement plans department...
401kWire.com -
Friday, June 23, 2006
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Midwestern Uniform Company to Freeze DB and Beef Up DC
The changes will take place at the beginning of 2007...
401kWire.com -
Friday, June 23, 2006
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Garden State Nurses Set to Strike to Keep DB
Hospital wants to switch them to a DC plan...
401kWire.com -
Friday, June 23, 2006
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Canary Broker Takes the Stand
Stephen Treadway postponed a planned meeting with brokers for Edward Stern and Canary Capital Partners in 2002 and was a no-show when the lunch was rescheduled, the jury in Treadway's civil fraud trial heard Thursday. But e-mails show that through the first half of 2002, he was CC'd on several messages related to a market-timing deal that Ken Corba and John Cashwell of PEA Capital -- then PIMCO Equity Advisors -- had made with the brokers and Stern...
MutualFundWire.com -
Friday, June 23, 2006
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"Insider Tips" Spark Spitzer's Interest
Eliot L. Spitzer has already beaten one union this year for its undisclosed endorsement of retirement products, and it looks like he wants to take on more. The office of the New York attorney general is looking into other unions' practices and partnerships regarding retirement plans...
MutualFundWire.com -
Friday, June 23, 2006
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Why did Merrill Lynch Hold its Retirement Income Service?
A Merrill Lynch retirement insider says the product delay was about ensuring quality and is unrelated to the acquisition...
401kWire.com -
Friday, June 23, 2006
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Reader Rating: 1
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Ex-MassMutual CEO Plans to Fight
MassMutual may want to sweep its O'Connell affair under the rug, but the ex-CEO wants to arbitrate his termination from the insurer...
MutualFundWire.com -
Thursday, June 23, 2005
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Virginia Firm Wins TSP Mandate
The contract covers a new call center for the Thrift Savings Plan...
401kWire.com -
Thursday, June 23, 2005
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Reader Rating: 3
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Hearing for Circle Trust Execs Delayed
Two former executives of the trust company are scheduled to appear before Connecticut regulators in early July...
401kWire.com -
Thursday, June 23, 2005
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Reader Rating: 2
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Missouri Deferred Compensation Plan
TPAs, stable value and fixed income annuity investment managers take note...
401kWire.com -
Thursday, June 23, 2005
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Reader Rating: 3
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Loan Outsourcer Connects to RK Systems
The upstart firm has plans to connect to the major recordkeepers...
401kWire.com -
Thursday, June 23, 2005
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Reader Rating: 3
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SEC Will Revote on Indy Rule
A day before Chairman William Donaldson will leave, the SEC will take another vote on the fund governance rules .....
MutualFundWire.com -
Thursday, June 23, 2005
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ChiTown Bundler Adds Fiduciary Checkups to its Package
ABN AMRO went beyond the brand names when it selected a partner to help build its new annual fiduciary check up.
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401kWire.com -
Wednesday, June 23, 2004
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Reader Rating: 2.5
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Top Provider to Offer Healthcare 401k
Principal Financial is rolling out health savings accounts as its seeks to leverage its DC-honed skills in the nascent HSA market...
401kWire.com -
Wednesday, June 23, 2004
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Reader Rating: 4
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Intermediaries Express Themselves
Surveyed intermediaries support unpopular fund reform proposals...
MutualFundWire.com -
Wednesday, June 23, 2004
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Nationwide Names Public Retirement Plan Head
The head of the bank distribution channel moves within the company to lead public retirement plans...
401kWire.com -
Wednesday, June 23, 2004
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MetLife Taps Henrikson as COO
The one-time head of pensions at MetLife is its new chief operating officer. New duties add SSRM to his portfolio...
401kWire.com -
Wednesday, June 23, 2004
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Is Sixty-Five No Time to Retire?
Advisors to the United Kingdom explore whether 65 is the right mandatory retirement age.
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401kWire.com -
Wednesday, June 23, 2004
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Reader Rating: 4
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Supporters Line Up to Cheer SEC Rule
The Investment Company Institute, the Independent Directors Council and Senator Peter Fitzgerald all issued statements supporting the SEC's votes today...
MutualFundWire.com -
Wednesday, June 23, 2004
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Reader Rating: 5
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Indy Chair Vote Drives Wedge Through SEC
The efforts of Chairman Donaldson to unite the commissioners on fund reform may be falling flat...
MutualFundWire.com -
Wednesday, June 23, 2004
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Insurance Affiliate Picks Up TravelCenter Plan
Mutual of Omaha is the new provider for a $32 million plan...
401kWire.com -
Wednesday, June 23, 2004
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John Hancock Funds Beats SEC to the Punch
Fund board elect an independent chairman...
MutualFundWire.com -
Wednesday, June 23, 2004
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M&A Will Become More Focused
The next wave of change will revolve around M&A says Booz Allen...
MutualFundWire.com -
Monday, June 23, 2003
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Gender Gaps Abound in SDBAs
A new Schwab SDBA research report finds that women are more conservative and trade less often than men...
401kWire.com -
Monday, June 23, 2003
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Fidelity Drops Loads on Five Holdouts
The final five loaded, diversified equity funds dropped their sales charges this afternoon...
MutualFundWire.com -
Monday, June 23, 2003
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Navellier Makes Distribution Pact
The Reno-based fund firm places a bet on a new distributor for its Large Cap Growth funds...
MutualFundWire.com -
Monday, June 23, 2003
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Reader Rating: 5
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Providers Eye Managed Accounts
Wachovia appears to be on the fast track with its new AdviceTrack program, as others in the retirement space look to fill key participant-service gaps...
401kWire.com -
Monday, June 23, 2003
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Reader Rating: 4.33
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The Week In Searches
June 19-23, 2000
We take our weekly look at searches reported elsewhere...
401kWire.com -
Friday, June 23, 2000
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Reader Rating: 3
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Small Bytes: AFS President To Retire
This feature occasionally appears on Fridays on the The401kWire.com to provide quick news bytes about the week's happenings at mutual fund and related financial service companies...
401kWire.com -
Friday, June 23, 2000
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Reader Rating: 3
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Small Bytes: AFS President To Retire
This feature appears Fridays on the The MutualFundWire.com to provide quick news bytes about the week's happenings at mutual fund and related financial service companies...
MutualFundWire.com -
Friday, June 23, 2000
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Reader Rating: 3
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June 23, 2000
The times they are a changin' ... I shall be released...
401kWire.com -
Friday, June 23, 2000
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Reader Rating: 3
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June 23, 2000
The times they are a changin' ... I shall be released...
MutualFundWire.com -
Friday, June 23, 2000
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Reader Rating: 3
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PIMCO Leaves Columbus Circle Partnership
PIMCO Advisors has decided to exit as a partner from Columbus Circle. *Updated*..
MutualFundWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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PIMCO Leaves Columbus Circle Partnership
Once they were partners. Now they are going their separate ways. Newport Beach, California-based PIMCO Advisors has decided to withdrawl from its parntership in Columbus Circle Investors. Thus, the current management team at Columbus Circle will be the sole owners in the firm. ..
401kWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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Jacobs Departs Internet Fund
Ryan Jacobs, who has been on shaky ground of late, has resigned as portfolio manager of the third best-performing fund in the nation...
MutualFundWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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First Data Investor Services Head Resigns
The president of First Data Investor Services has stepped down, replaced by the former chief operating officer...
MutualFundWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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Bank of New York and Frank Russell Form Alliance
As we approach the new millennium, that is the way it is beginning to look in the defined contribution marketplace. Companies have numerous alliances with other companies, and you need a scorecard to keep track. Now, the latest alliance to be formed is one between The Bank of New York and the Frank Russell Company...
401kWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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Former PanAgora Execs Found Firm
The former chief executive and investment officers of PanAgora will form a new asset management business, with minority investment from Putnam Lovell's Highcrest Partners...
MutualFundWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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Odd Lots, June 23, 1999
ICI's board proposals are tougher than the SEC's ... Newman's stand at Deutsche Bank ... TD Waterhouse Ups IPO Price ... Is there money in on-line brokering? ... More on Gabelli/Mathers, & the Internet Fund...
MutualFundWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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Will States Subsidize Small Plan 401k's?
The Commonwealth of Massachusetts is investigating whether or not it would be practical to subsidize 401(k) plans for small business. So far, the discussions are in the very early stages. State Senator Stephen Lynch (D - South Boston) hosted a roundtable forum on the topic. Also in attendance was United States Senator John Kerry (D - Massachusetts)...
401kWire.com -
Wednesday, June 23, 1999
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Reader Rating: 3
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DoL Reveals New Form 5500
The Department of Labor unveiled the final version of its new Form 5500 yesterday. The form was submitted to the Office of Management and Budget for approval. According to the PWBA, the new streamlined forms are scheduled to be implemented for 1999 plan year annual returns and reports...
401kWire.com -
Tuesday, June 23, 1998
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Reader Rating: 3
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Strong Retirement Plan Services Launches Sponsor Web Link
Strong Retirement Plan Services of Menomonee Falls, WI is introducing a new product to its clients entitled Strong NetConnect. This product is an Internet-based tool that will allow plan sponsors to track how participants are investing in the company 401(k) plan. The system enables the employer to track how participants are investing as a whole as well as how an individual participant is allocating assets. The other goal of the product is to assist with plan administration...
401kWire.com -
Tuesday, June 23, 1998
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Reader Rating: 3
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Virginia Company Considers Additional Funds
Fairfax, VA-headquartered ICF Kaiser International, Inc. (NYSE: ICF) is considering whether or not to add new funds to its investment option lineup, Donald Larsen, benefits manager, told the 401kWire. The plan has approximately $118 million in assets with 3,800 participants...
401kWire.com -
Tuesday, June 23, 1998
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Reader Rating: 3
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An Interview with Pyramid's David Shah
What are the hurdles faced by vendors in getting onto the Web? We could think of no one better to ask than Pyramid's David Shah. His clients include SSgA, INVESCO, Norwest, and many more SunGard system-users...
401kWire.com -
Tuesday, June 23, 1998
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Reader Rating: 3
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