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News Stories Archives - Since 1998
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Merry Christmas Eve!
401kWire will be closed tomorrow in observance of the Christmas Day market holiday...
401kWire.com -
Tuesday, December 24, 2024
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Reader Rating: 1
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20 Months In, a Ret Research Vet Rises At NMG
The veteran retirement plan industry researcher previously work with ADP, Strategic Insight, and T. Rowe, among other firms...
401kWire.com -
Tuesday, December 24, 2024
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Reader Rating: 1
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Merry Christmas Eve!
MFWire will be closed tomorrow in observance of the Christmas Day market holiday...
MutualFundWire.com -
Tuesday, December 24, 2024
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Reader Rating: 1
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How Often Do FAs Want to Meet With Wholesalers?
New research suggests that the answer is actually in line with current wholesaler practices, at least for "focus advisors."..
MutualFundWire.com -
Tuesday, December 24, 2024
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Reader Rating: 1
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A Peach State DC Sales Vet Joins Pension Investors
The new hire most recently hails from Alliance RPS...
401kWire.com -
Tuesday, December 24, 2024
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Reader Rating: 1
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Happy Holidays!
In observance of the Christmas Day market holiday, MFWire will be closed this afternoon and all day tomorrow...
MutualFundWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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Happy Holidays!
In observance of the Christmas Day market holiday, 401kWire will be closed this afternoon and all day tomorrow...
401kWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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Empower Sponsors a 35-Year-Old Golf Champ
This is the recordkeeper's fifth PGA player sponsorship...
401kWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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Financial Wellness? What Financial Wellness?
Despite recent action for improvements, new research suggests that participants are dissatisfied with plan sponsor benefits on this front...
401kWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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DWS Versus Ghost Nets
The publicly traded asset manager helps a non-profit buy a boat...
MutualFundWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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An Empower Vet Joins EvoShare's C-Suite
The new hire previously spent 13 years at the recordkeeper...
401kWire.com -
Thursday, December 24, 2020
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Reader Rating: 1
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Happy Holidays!
In observance of the Christmas market holiday, 401kWire will be closing early today and will be closed all day tomorrow...
401kWire.com -
Tuesday, December 24, 2019
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Reader Rating: 1
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Happy Holidays!
In observance of the Christmas market holiday, MFWire will be closing early today and will be closed all day tomorrow...
MutualFundWire.com -
Tuesday, December 24, 2019
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Reader Rating: 1
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Reconsidering the Target Date Tide
A reader worries about equity-heavy TDFs' dominance after an era of rising tides and risk-averse participants...
401kWire.com -
Tuesday, December 24, 2019
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Reader Rating: 1
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Despite Outflows, Equities Still Gain DC Marketshare
A large- and jumbo-market provider offers a glimpse at participant behavior from last month...
401kWire.com -
Tuesday, December 24, 2019
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Reader Rating: 1
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Blass Says Goodbye to an Architect of MF Disclosures
A top SEC official is leaving the regulatory agency for a second time...
MutualFundWire.com -
Tuesday, December 24, 2019
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Reader Rating: 1
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A Texas KPA Shifts to a Michigan B-D
This retirement plan advisor previously used Kestra as his broker-dealer and RIA...
401kWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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Passive Inflows and Active Outflows Rise
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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Merry Christmas!
MFWire will be closed tomorrow in observance of the Christmas market holiday...
MutualFundWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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Merry Christmas!
401kWire will be closed tomorrow in observance of the Christmas market holiday...
401kWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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In 2019, Watch This Robo, That VC, and Those Twins
A trade pub recognizes "people who will change wealth management" next year...
MutualFundWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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Case of the Week: Deferral Election Timing For the Self-Employed
ERISA consultants at the Retirement Learning Center Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement plans and other types of retirement savings plans, including nonqualified plans. We bring Case of the Week to you to highlight the most relevant topics affecting your business...
401kWire.com -
Monday, December 24, 2018
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Reader Rating: 1
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As the High Yield Market Shakes, Ascensus Seals the Deal
After nearly 8 years as owners, J.C. Flowers has completed its deal to sell Ascensus...
401kWire.com -
Thursday, December 24, 2015
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Reader Rating: 1
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An Alt Fund Shop Says Goodbye to a Key Account Exec
The departure comes five months after the Southwestern mutual fund shop closed on an acquisition...
MutualFundWire.com -
Thursday, December 24, 2015
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Reader Rating: 1
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Aikin Passes the Fi360 Baton
Senior leadership at the Bluff Point-backed company is changing...
401kWire.com -
Thursday, December 24, 2015
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Reader Rating: 1
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Barse Turned to a PE Savior; Third Avenue Said No
The WSJ and Reuters both pen deep dives into the rise and fall of both the ex-CEO and the fund that brought him down...
MutualFundWire.com -
Thursday, December 24, 2015
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Reader Rating: 1
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A $10B Subadvised Shop Just Hired Its First Externals
Earlier this month a trio of wholesalers joined this mutual fund firm's distribution team...
MutualFundWire.com -
Thursday, December 24, 2015
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Reader Rating: 1
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Direxion Adopts From a Sibling and Preps Lightly Leveraged Funds
The Beantown mutual fund shop takes over a sister company's mutual fund and looks ahead to more offerings in January...
MutualFundWire.com -
Wednesday, December 24, 2014
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Reader Rating: 1
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Gordon's First Deal is Not His Last
The John Hancock retirement chief talks about the New York Life deal and what's next...
401kWire.com -
Wednesday, December 24, 2014
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Reader Rating: 1
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A 403b Firm's 27th Buy Brings It to PA
Watch for more acquisitions in the Midwest, New England, and the Northwest...
401kWire.com -
Wednesday, December 24, 2014
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Reader Rating: 1
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John Hancock Investments' 401k Sibling Doubles Down
For fundsters trying to learn the 401k landscape, the map just got smaller again...
MutualFundWire.com -
Wednesday, December 24, 2014
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Reader Rating: 1
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A Guggenheim Sales Honcho Settles the Prairie State
Exec will also sell in Wisconsin...
MutualFundWire.com -
Tuesday, December 24, 2013
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Reader Rating: 1
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Rekenthaler Writes About Bears
Morningstar analysts argues that the bears merit some attention...
MutualFundWire.com -
Tuesday, December 24, 2013
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Reader Rating: 1
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A Fund Gets Gross
PIMCO's co-founder takes over a bond fund, and Morningstar is OK about it...
MutualFundWire.com -
Tuesday, December 24, 2013
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Reader Rating: 1
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There's Not Enough Love in the World…for Smart Beta
Barron's drills down on the lack of appetite for risk, and how it impacts ETF flows...
MutualFundWire.com -
Tuesday, December 24, 2013
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Reader Rating: 1
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OpFunds' DC I-O Focus: Year One
A key exec talks about the first full year since the mutual fund shop left the bundled retirement plan biz behind...
401kWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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There's a Key Account Opening at M*
Whoever takes the job would reach out to investment consultants and retirement plans...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Cammack LaRhette Hires a PM
The new VP is a BlackRock veteran.
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401kWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Wasatch Helps Investors Selectively Invest Overseas
A new fund will cover 30 to 50 countries...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Execs from Russell and TIAA-CREF Advise Solis
Russell and TIAA both have employees on the board now...
401kWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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It’s Official. MFS is Now at 111 Huntington Ave.
SunLife's U.S. mutual fund arm completes its corporate headquarters move...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Target Date Fund Popularity Keeps Rising
EBRI and the ICI have a new study on DC asset allocation..
401kWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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The Most Advisor-Friendly Shops of 2012 Were ...
A consulting shop recognizes mutual fund shops and others for work with financial intermediaries...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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M* Upgrades Vanguard and Downgrades Pimco
This and more from the ratings giant...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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The End of the Bond Fund Boom May Be Nigh
WSJ looks at potential for quick price drop in bonds..
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Bob Reynolds Talks Fiscal Cliff
Putnam CEO waxes political on the fiscal cliff and Congress...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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MMF Reform Will Boost the Banks
A national paper runs through a few other possible results of reform.
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MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Junk Bonds ETF Trend Could Signal a Run
IShares fund has Huge number of short bets...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Who Were the Five Biggest Fundster Winners of 2012?
USNews lists the luckiest investors, funds and lobbyists...
MutualFundWire.com -
Monday, December 24, 2012
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Reader Rating: 1
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Mercer's Retirement Unit Says Goodbye to Another Top Exec
The move follows the departure of Sandy McCarthy and the hiring of Dave Tolve...
401kWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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A Sales Pro Returns to DWS
After spending a year at another firm, the longtime wholesaler rejoins the Deutsche Bank unit...
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Rangel Aims to 'Modernize' Mutual Fund Tax Rules
New legislature introduced by the House Ways and Means Committee chairman and the Select Revenue Measures Subcommittee chairman would update and simplify mutual fund tax rules...
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Does Auto-Enrollment Decrease Contributions?
A new study examines the relationship between auto-enrollment and employer matching...
401kWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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NAPFA Sees Eye to Eye With Schapiro on 12b-1 Fees
The Arlington Heights, Illinois-based trade association thinks the SEC chair's criticism of 12b-1 fees is right on point...
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Mutual Fund Flows Head North to $11.3 Billion
Long-term mutual funds inflows totaled $11.3 billion this week, up almost $7.2 billion from last week, according to the latest figures released from the Investment Company Institute yesterday...
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Immediate Enrollment is More Prevalent than Ever
The PSCA's yearly eligibility survey has again found that more sponsors are more inclusive when it comes to plan participation...
401kWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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American Funds and Fidelity Face Flak Over Performance and Fees
MarketWatch takes on funds that charged big bucks and while facing big losses...
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Voyageur Gets a Regal Name Change
The Minneapolis investment company will change its name as part of a larger pooling of assets..
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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State Street Snaps Up a Foreign Fund Administrator
The Boston-based firm reveals plans to acquire a 'premier Italian banking group.'..
MutualFundWire.com -
Thursday, December 24, 2009
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Reader Rating: 1
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Gallagher Buys an EB Firm
The insurance brokerage adds another firm with some retirement business to its fold...
401kWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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Consulting Vet Joins Plan Advisory Shop
A SoCal-based firm expands in the Northeast...
401kWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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Match Cuts Brew at More Large Plan Sponsors
Company 401k contributions continue to suffer thanks to the economic downturn...
401kWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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Keller Rohrback Sees Plan Sponsors as Potential Friends
Nearly a decade after the Seattle law firm made its name suing plan sponsors in stock drop cases, it is now wooing fiduciaries who invested with Bernie Madoff...
401kWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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A Large-Plan Provider Moves Off Omni
The recordkeeper trades Omni for an in-house system...
401kWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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Evergreen Set to Serve a New Master
After clearing a final hurdle Tuesday, the Wachovia-Wells Fargo merger should close before January 1...
MutualFundWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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WSJ: Markets Pummel Junk Munis
The Journal takes a look at one fixed income sector that's been hit almost as bad as equities...
MutualFundWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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SEC: Reserve Bent Out of Shape
The Reserve is warning that the SEC is targeting the Bents for possible civil enforcement action...
MutualFundWire.com -
Wednesday, December 24, 2008
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Reader Rating: 1
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Next-Gen Synthetic GICs: Opportunity in a Hard Sell?
An Evergreen State asset manager pushes a new product into the stable value arena.
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401kWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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Merrill to Get a $6.2 Billion Capital Infusion
John Thain has inked deals to raise up to $6.2 billion
from Singapore's Temasek Holdings and Tucson-based
Davis Selected Advisors...
MutualFundWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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CFDD 2.0: The Advisor Resource?
Phil Chiricotti expands his website beyond simple conference support with the help of insiders from across the industry.
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401kWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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A TD Alum Takes STN Global
Sungard's newest managing director joins next week in London to lead the firm's 'international trade routing initiative.'..
401kWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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New York Life Releases its Auto Enrollment and Managed Account Numbers
The Westwood, Massachusetts-based provider has revealed some post-PPA stats.
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401kWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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How a Bond Fund Escaped the Subprime Mess
Michael Pollack devotes today's Fund Track column to how the Evergreen Ultra Short Opportunities Fund managed not to get entangled in the subprime crisis...
MutualFundWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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Janus Bails Out Three Funds
The Denver fund firm has shelled out upwards of $100 million to protect investors from possible losses...
MutualFundWire.com -
Monday, December 24, 2007
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Reader Rating: 1
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Franklin Executive Resigns
An SEC filing by the company didn't detail reasons...
MutualFundWire.com -
Wednesday, December 24, 2003
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Reader Rating: 1
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West Coast Trust Firm Seeks CEO
The trust and outsourced recordkeeping provider is seeking a chief to help it come up with an exit strategy...
401kWire.com -
Wednesday, December 24, 2003
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Reader Rating: 1
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Firm Says Fines To Come
But, firm promises to pay back millions in discounts to investors...
MutualFundWire.com -
Wednesday, December 24, 2003
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Reader Rating: 1
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New Class Action Suit On Fund Scandal
Suit names a mutual fund company and a trust company and some its senior executives...
MutualFundWire.com -
Wednesday, December 24, 2003
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Reader Rating: 1
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Manulife Is Subpeonaed
New York Attorney General Is Still Plugging Away...
MutualFundWire.com -
Wednesday, December 24, 2003
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Reader Rating: 1
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Are Advisors Better Than Coin Flips?
An industry study reveals that as many participants rely on the fates as on financial advisors when they choose among various investment choices...
401kWire.com -
Tuesday, December 24, 2002
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Reader Rating: 1
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OppFunds to eWholesale
The firm is readying its eWholesaling for next year...
MutualFundWire.com -
Tuesday, December 24, 2002
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Reader Rating: 1
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Service, not Product, will Determine Winners
Researcher Warren Cormier sees the industry shrinking to a handful of players if the market does not rebound in the near future. Those left standing will offer the best service...
401kWire.com -
Tuesday, December 24, 2002
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Reader Rating: 1
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2002 Worst Year Since 1988
If equity funds are where the profits are, the fund industry cannot be celebrating a joyous Christmas. For the first time in fourteen years shareholders yanked money from stock funds. (Oh yes, bond funds had a record year)...
MutualFundWire.com -
Tuesday, December 24, 2002
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Reader Rating: 1
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Greetings for 2001!
Yes! Things at the 401kWire.com do indeed look different. Find out about the changes from our publisher!..
401kWire.com -
Sunday, December 24, 2000
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Reader Rating: 1
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SVA Dec. 18 1998
GIC/BIC Rates..
401kWire.com -
Thursday, December 24, 1998
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Reader Rating: 1
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Week of December 21, 1998
The Week in Searches
The 401kWire.com takes its regular look at the week in searches...
401kWire.com -
Thursday, December 24, 1998
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Reader Rating: 1
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The 401kWire.com FAQ
Find out more about the 401kWire.com...
401kWire.com -
Thursday, December 24, 1998
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Reader Rating: 1
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