In Memoriam
Fundsters said goodbye to a number of industry veterans in 2025...
MutualFundWire.com -
Tuesday, December 30, 2025
In Memoriam
Defined contribution industry insiders said goodbye to a number of industry veterans in 2025...
401kWire.com -
Tuesday, December 30, 2025
Vanguard and BlackRock Net $82B
The M* team updates U.S. flows data for November 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, December 30, 2025
61. John Geli
Plumbing may not be exciting, but without a well-designed system nothing runs...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
62. Eric Stevenson
Nationwide tapped Eric Stevenson to run its Retirement Solutions business in July of 2019...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
63. Warren Cormier
Warren Cormier started studying 401(k) land more than two decades ago when he created the first DCP 2000 study...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
Happy 2023!
MFWire will be closed on Monday in observance of the New Year's Day market holiday...
MutualFundWire.com -
Friday, December 30, 2022
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Reader Rating:1
Happy 2023!
401kWire will be closed on Monday in observance of the New Year's Day market holiday...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
64. JD Carlson
JD Carlson is the founder of the Retireholics, or is it Retireholi(k)s?..
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
65. Thasunda Brown Duckett
TIAA's board looked beyond the retirement and asset management industries when it filled its CEO post after Roger Ferguson's retirement in April 2021...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
66. Kevin Cox
Kevin Cox took the reins from Shannon Kelly as head of Ascensus Retirement in April 2020, or right as the world locked down...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
67. Aimee DeCamillo
Aimee DeCamillo starts 2023 in an interesting position of influence...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
68. Chris Magno
Payroll and HR services giant ADP has long focused on the large and mega-market 401(k), the same side of things where the core of its corporate payroll relationships sit...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
69. Dick Darian
Over more than four decades in the 401(k) space, Dick Darian built a wide net that he is now putting to use by helping KPAs and TPAs retire as head of Wise Rhino Group...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
70. Terri Fiedler
Terri Fiedler has moved into a newly remodeled house in a whole new place...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
Biden Makes SECURE 2.0 (and Much More) Official
The U.S. President signed the omnibus appropriations bill into law while in the Caribbean...
401kWire.com -
Friday, December 30, 2022
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Reader Rating:1
12 of MFWire's Most Popular Stories of 2022
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com -
Friday, December 30, 2022
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Reader Rating:1
Our Most Popular Columns of 2021
What did KPAs want to read about this year?..
401kWire.com -
Thursday, December 30, 2021
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Reader Rating:1
Why a 6-Person GRP Affiliate Sold to Hub
One of the principals says that the "convergence of retirement planning, health planning, and financial wellness" was front and center...
401kWire.com -
Thursday, December 30, 2021
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Reader Rating:1
Who Uses 401k Brokerage Windows?
New research from a provider and a DC I-O digs into self-directed brokerage account usage among participants...
401kWire.com -
Thursday, December 30, 2021
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Reader Rating:1
Amid a CEO Switch, a Titan Seals a $3.3B+ Deal
A publicly traded mutual fund firm has acquired a fixed income-focused alts shop, as planned...
MutualFundWire.com -
Thursday, December 30, 2021
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Reader Rating:1
From ETF Strategist to ETF Sponsor and Subadvisor
A 23-year-old shop launches its first ETF while powering another firm's new ETF series...
MutualFundWire.com -
Wednesday, December 30, 2020
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Reader Rating:1
2020 Hit Small Plans Harder
New research highlights the effects of the ongoing coronavirus crisis...
401kWire.com -
Wednesday, December 30, 2020
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Reader Rating:1
In Memoriam
Asset management industry insiders said goodbye to a number of industry veterans in 2019...
MutualFundWire.com -
Monday, December 30, 2019
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Reader Rating:1
In Memoriam
Defined contribution industry insiders said goodbye to a number of industry veterans in 2019...
401kWire.com -
Monday, December 30, 2019
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Reader Rating:1
Who Runs the Best Funds of the Year?
Eight mutual fund firms' wares land on a "best of" list for 2019...
MutualFundWire.com -
Monday, December 30, 2019
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Reader Rating:1
In Memoriam 2016
MFWire remembers the fundsters we lost this year...
MutualFundWire.com -
Friday, December 30, 2016
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Reader Rating:1
401kWire's Most Read Stories in 2016
Can you believe it? 2016 is almost over. And what a year it has been! With 2017 being just a stone throw away, here is a look back at the top 16 stories in the past 12 months.....
401kWire.com -
Friday, December 30, 2016
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Reader Rating:1
The Most Popular MFWire Stories of 2016
We look back on the most-read stories we covered this year...
MutualFundWire.com -
Friday, December 30, 2016
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Reader Rating:1
QBI Launches a New Platform
QBI launched a new platform focused on enabling consultant-to-client communications. ..
401kWire.com -
Friday, December 30, 2016
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Reader Rating:1
Four Years In, a Hedger Exits the Mutual Fund Biz
A Midwestern shop is liquidating its three mutual funds to focus on its $4B hedge fund business...
MutualFundWire.com -
Wednesday, December 30, 2015
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Reader Rating:1
This NoCal KPA Moves His Office
Be sure to note this KPA's change in scenery heading into 2016. ..
401kWire.com -
Wednesday, December 30, 2015
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Reader Rating:1
Accenture Buys a Consultant to Fundsters
A specialty management consulting shop in Beantown is becoming part of a global professional services company...
MutualFundWire.com -
Wednesday, December 30, 2015
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Reader Rating:1
How Do Plan Sponsors Find the Right KPA? An Ex-KPA Steps In
A 401k industry veteran who once sat on the advisory of the table has a new service to help match large sponsors to advisors and even train the sponsors on what to look for and ask about in the process...
401kWire.com -
Wednesday, December 30, 2015
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Reader Rating:1
RIAs Aren't Immune to Business Model Pressure
John Rekenthaler counters the narrative that commission-based financial advice has a monopoly on being conflicted...
MutualFundWire.com -
Wednesday, December 30, 2015
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Reader Rating:1
2014 In Review: the Year In 401k
It was a year of flux on the advisor-sold side of the defined contribution retirement plan business...
MutualFundWire.com -
Tuesday, December 30, 2014
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Reader Rating:1
WSJ vs. myRA
The national paper attacks Obama’s new auto-IRA-like retirement plan for uncovered workers...
401kWire.com -
Tuesday, December 30, 2014
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Reader Rating:1
All Eyes On Sallie
Newsweek profiles the famous ex-Smith Barney and Merrill wealth management chief in her latest venture...
MutualFundWire.com -
Tuesday, December 30, 2014
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Reader Rating:1
Morningstar Likes MFS' Culture
Research firm gives fund shop a positive parent analyst rating...
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
A New Alt Fund Has a Broad Mandate
Product launched by global alt firm will invest in a variety of assets, including global equities and debt, private investment funds, private equity and real estate, among others...
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
The 13 Fund Firms that Got the Most Ink in 2013
MFWire developed a new search tool for you to calculate the number of stories each firm got this year. But remember, the counter restarts January 1st!..
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
Pru Lands RKing for a $210MM 401k
Pru won the recordkeeping for a $210 million 401k with 4,000 participants. ..
401kWire.com -
Monday, December 30, 2013
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Reader Rating:1
AP Fans the Anti-401k Flames
In an article looking at the "retirement crisis" on a global scale, a trio of AP reporters criticize 401ks. ..
401kWire.com -
Monday, December 30, 2013
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Reader Rating:1
What Will 2014 Bring for ETFs?
Barron's looks at the ETF trends for the coming year...
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
SSgA Pushes Bespoke ETF Envelope
Morningstar looks at the latest in the ETF innovation trend...
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
BlackRock's Rick Rieder Says Yellen Needs Data
Rider, who oversees $640 billion in fixed income, talks rates, Fed, and Yellen's need for data, lots of data...
MutualFundWire.com -
Monday, December 30, 2013
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Reader Rating:1
A Blogger Launches a Long-Short Fund
Nottingham logs a blogger into the mutual fund business...
MutualFundWire.com -
Friday, December 30, 2011
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Reader Rating:1
BofA Merrill Names a New Retirement MD
A Merrill Lynch retirement vet ups his title after taking on a new job in the fall...
401kWire.com -
Friday, December 30, 2011
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Reader Rating:1
Abby J is a Woman to Watch
The Fidelity executive makes a list...
MutualFundWire.com -
Friday, December 30, 2011
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Reader Rating:1
'10's Biggest 10
Stories about deals, distribution, a bitter corporate divorce, layoffs,
and a portfolio manager's passing were among the most-read stories of the year...
MutualFundWire.com -
Thursday, December 30, 2010
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Reader Rating:1
401kWire's Top Read Stories of 2010
As the financial world recovered in 2010, The 401kWire's readers favored one topic in particular: hirings and departures...
401kWire.com -
Thursday, December 30, 2010
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Reader Rating:1
Five Toasts to the New Year
2011 predictions for asset management firms seeking to maximize their presence online? Well, not so much…we prefer to present the following list as five toasts—what we’d say as we drink to the mutual fund and ETF digital marketer’s health in the new year...
MutualFundWire.com -
Thursday, December 30, 2010
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Reader Rating:1
401k Rekon Offers Trade Secrets to Top Advisors
The research and education provider is introducing a new educaton series for advisors...
401kWire.com -
Thursday, December 30, 2010
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Reader Rating:1
Noble Merges Into Dallas
The Houston-based advisory firm brings a new office into the fold and switches broker-dealers...
401kWire.com -
Thursday, December 30, 2010
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Reader Rating:1
DWS Sees Changes in its Top Ranks
Among other changes at the firm, the global head of distribution is moving on to other duties...
MutualFundWire.com -
Thursday, December 30, 2010
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Reader Rating:1
Hancock To Merge Two Funds
John Hancock's chief says combining the two funds creates economies of scale. ..
MutualFundWire.com -
Thursday, December 30, 2010
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Reader Rating:1
A Bank-Owned Fund Firm Plots a Sales Force Expansion
The asset manager wants to add five external and four internal wholesalers in the coming months...
MutualFundWire.com -
Wednesday, December 30, 2009
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Reader Rating:1
Peltz is Now Legg Mason's Top Shareholder
The activist investor, who obtained a spot on Legg Mason's board this fall, continued to hike his stake in the Baltimore fund firm and is now the largest shareholder...
MutualFundWire.com -
Wednesday, December 30, 2009
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Reader Rating:1
Wasatch Secures a Spot on a TPA Platform
A Midwestern recordkeeping third-party administrator adds the Salt Lake City-based Wasatch mutual funds to its menu...
401kWire.com -
Wednesday, December 30, 2009
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Reader Rating:1
One of Bob's Boys Gains Props from the Boston Globe
One of Bob Reynolds' recruits was crowned Boston Capital Fund Manager of the Year by Boston Globe columnist Steven Syre...
MutualFundWire.com -
Wednesday, December 30, 2009
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Reader Rating:1
Many '08 Losers Stage a Comeback
In the Wall Street Journal's Fund Track column on Wednesday, Eleanor Laise examines funds that lost big in 2008 that are now on the rebound...
MutualFundWire.com -
Wednesday, December 30, 2009
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Reader Rating:1
Nationwide Deal is Making Headlines Again
Nationwide Mutual Insurance Co's buyback of Nationwide Financial Services and the $23.5 million CEO Jerry Jurgensen stands to receive are once again in the news...
401kWire.com -
Tuesday, December 30, 2008
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Reader Rating:1
A Pittsburgh Firm Picks Up an Abandoned 401k Plan
The Pittsburgh-based company will serve as independent fiduciary for an abandoned 401k plan...
401kWire.com -
Tuesday, December 30, 2008
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Reader Rating:1
T. Rowe Has its Eye on an Indian Asset Manager
The Baltimore fund firm is among several companies in talks to buy a stake in India's third biggest money management company...
MutualFundWire.com -
Tuesday, December 30, 2008
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Reader Rating:1
A San Diego Firm Starts a Fund, Reopens Another
The firm unveiled a new fund and reopened one that had been closed for a decade...
MutualFundWire.com -
Tuesday, December 30, 2008
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Reader Rating:1
The Globe Smiles on Fidelity Cash Reserves
The Boston Behemoth's hometown paper singles out one fund for praise...
MutualFundWire.com -
Tuesday, December 30, 2008
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Reader Rating:1
Treasury Issues Final Roth 401k Rules
Plan providers finally get their marching orders from the Treasury on Roth 401k contributions. Still await rules on distributions...
401kWire.com -
Friday, December 30, 2005
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Reader Rating:1
401kWire's Most Read Stories in 2005
Deals, including Merrill Lynch's purchase of Amvescap Retirement and JP Morgan Chase's hiring an outsourced recordkeeper, dominated the list of the top stories for 2005...
401kWire.com -
Friday, December 30, 2005
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Reader Rating:1
IRA Makes Unique Pension Contribution
Even Enron was not this brazen or this creative. The IRA finds a unique way to meet its pension obligations, but do not try it yourself...
401kWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Farewell Jean-Marie
Jean-Marie Eveillard is marking his final day as portfolio manager for the First Eagle Global fund Friday. The 65-year-old will hand the fund over to longtime co-manager Charles de Vaulx for a solo flight in 2005 and beyond.
..
MutualFundWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Is DC Still an "Ugly Duckling" at P&I?
Reader feedback on DC asset manager rankings prompt this reporter to reconsider P&I's numbers...
401kWire.com -
Thursday, December 30, 2004
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Reader Rating:1
AARP is Ready to Rumble
As Gen X and Y slumber, Baby Boomers plan an anti-privatization ad campaign in the Social Security reform wars...
401kWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Another Mutual Fund Store is Coming Soon
The investment advisor with a name near and dear to the hearts of those in the fund industry is planning to expand. The Mutual Fund Store will open a location in Franklin, Tennessee. The branch will be the fifteenth across the nation.
..
MutualFundWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Spitzer Knocks at Watson Wyatt Doors
The NYAG subpoenas the consultants, but this time the case does not appear to be fund related...
401kWire.com -
Thursday, December 30, 2004
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Reader Rating:1
NASD Toots Own Horn
Regulators at NASD recapped the past year of accomplishments, which included 120 mutual fund-related actions. Among firms on the hit list for fund-related misdeeds: First Command, AXA Advisors, and State Street Research Investment Services...
MutualFundWire.com -
Thursday, December 30, 2004
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Reader Rating:1
DoL Takes Construction Co. to Court
Regulators seek $500,000 in missing contributions...
401kWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Turning a Blind Eye
J.P. Morgan Chase is the latest financial services firm to find its ties to Canary Capital Partners becoming as source of worry. The Wall Street Journal reported Thursday that the bank may have financed the hedge fund without while ignoring hints that it was engaged in illegal trading...
MutualFundWire.com -
Thursday, December 30, 2004
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Reader Rating:1
Ex-mPower head lands at FIRSCO
One of the founders of the advice provider has found a new job...
401kWire.com -
Tuesday, December 30, 2003
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Reader Rating:1
Fund Firm Names A New President
An executive at the firm suceeds its current president...
MutualFundWire.com -
Tuesday, December 30, 2003
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Reader Rating:1
SSRM Names New Managers
Citing a decision to streamline the investment process across the equity department, the company promotes key managers...
MutualFundWire.com -
Tuesday, December 30, 2003
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Reader Rating:1
New Class Action Blames Marsh Mac
Connecticut-based law firm alleges Putnam parent allowed timing...
MutualFundWire.com -
Tuesday, December 30, 2003
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Reader Rating:1
SEC Puts Managers Under Microscope
The agency plans to crack down on managers with a new investigation...
MutualFundWire.com -
Tuesday, December 30, 2003
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Reader Rating:1
Merrill to Drop Mercury Name as Part of Push
Mother Merrill is starting 2003 with a push into third-party distribution for its product line...
MutualFundWire.com -
Monday, December 30, 2002
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Reader Rating:1
Is Scudder Outsourcing?
A report names a partner, but so far there is no confirmation of a deal...
401kWire.com -
Monday, December 30, 2002
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Reader Rating:1
Most Americans Are Behind in their Savings
Yet another survey points out the obvious fact that Americans are behind in saving for retirement. There is still no solution in sight though...
401kWire.com -
Monday, December 30, 2002
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Reader Rating:1
Northern Trust Finds a Smaller Package Under the Tree
Northern Trust finds that the package it received from Deutsche Bank is about $25 billion smaller than it thought it would be when the announced three months ago...
MutualFundWire.com -
Monday, December 30, 2002
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Reader Rating:1
PrePaid Plans Losing Favor
Two states have turned off their pre-paid college savings plans and another may follow suit...
MutualFundWire.com -
Monday, December 30, 2002
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Reader Rating:1
Has Fidelity Turned a Corner?
Fidelity honcho Bob Reynolds says the Boston Behemoth turned a corner with its employer services business in 2002...
401kWire.com -
Monday, December 30, 2002
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Reader Rating:1
Fido: No More Cuts
Bob Reynolds does not see Fidelity making any more job cuts in the near future...
MutualFundWire.com -
Monday, December 30, 2002
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Reader Rating:1
*All rates are for non-benefit responsive, investment-only contracts with a value of $5 million. Rates are net of all expenses, with no commissions payable. Treasury quotes are for close of business Wednesday.
Odd Lots, December 30, 1999
Success in Hong Kong ... Strong offers load ... Schwab #1...
MutualFundWire.com -
Thursday, December 30, 1999
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Reader Rating:1
Schwab Reveals Master Plan
Yesterday, Schwab entered into not one but two advice alliances. But what is the firm's plan in the long run?..
MutualFundWire.com -
Thursday, December 30, 1999
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Reader Rating:1
Hmmm, What If I ...
There are so many variables to consider when investing but in order to take them all into account, one must start with the question, "What If I", the name of a new fund family to be launched in March...
MutualFundWire.com -
Thursday, December 30, 1999
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Reader Rating:1
Schwab Reveals Master Plan
Charles Schwab made a few waves yesterday when it announced alliances with mPower and Financial Engines, but the real storm is still brewing. The company's ultimate plan is to launch its own proprietary advice service, according to Ben Brigeman, channel manager for Schwab Retirement Plan Services...
401kWire.com -
Thursday, December 30, 1999
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Reader Rating:1
Immediate Eligibility for New Workers
Does it still make sense for plans to limit participation to employees who have been on the job for one year? Although it is still standard practice to make workers wait one year from the time they are hired to when they are eligible to enroll in their 401(k), it is not necessary to do so...
401kWire.com -
Wednesday, December 30, 1998
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Reader Rating:1
Strong Upgrades NetConnect
Earlier this year, Strong Funds of Menomonee Falls, Wisconsin launched NetConnect, an Internet service designed for sponsors to access information about their 401(k) plans. Now, the vendor has added new features that will allow participants to access account information through the same system...
401kWire.com -
Wednesday, December 30, 1998
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Reader Rating:1
Buck Finds Daily is a Winner
Vendors with a stake in the balance-forward recordkeeping market may not want to admit it, but daily valuation has won. A survey released by Buck Consultants found that roughly two-thirds of plans now offer daily trading, up from just 4% in 1989. Sponsors are not only giving participants the ability to trade their accounts; they are also giving them the investment options. The typical plans now offer six to 10 investments. Meanwhile, a few offer participants a choice of thousands...
401kWire.com -
Tuesday, December 30, 1997
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Reader Rating:1
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