|
News Stories Archives - Since 1998
|
With Voya's Help, a Cotton State Shop Makes a PEP Push
The new PPP's first pooled employer plan is expected to roll out next month...
401kWire.com -
Wednesday, March 4, 2026
|
TCW Teams Up With a Singapore Boutique
The two firms are rolling out a mutual fund in the U.S...
MutualFundWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
For an April 401k Launch, a SoCal Connects With Transamerica
The two firms are preparing a new retirement plan offering on April 1...
401kWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
Elmslie Hires a 17-Year Hancock Vet In the Midwest
The new hire joins Voya's retirement plan wholesaling team...
401kWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
401k Menus Keep Growing, But ...
The trend disappears when you account for one key factor...
401kWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
A $739B-AUM AM Preps 2 ESG Liquidations
The folks at an insurer's asset management arm are preparing to shut down two ETFs next month...
MutualFundWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
In DMV, a Sales Vet Joins EGPS
The new hire's most immediate past employer was ARA...
401kWire.com -
Tuesday, March 4, 2025
-
Reader Rating: 1
|
A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
Two Years In, a PPP Startup Exits
The provider will no longer serve as a pooled plan provider to PEPs...
401kWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
Barnett Hires Two Near Beantown
One new hire will serve as controller, and the other will serve as senior risk manager...
401kWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
2024's Five Most Ethical RKers
An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to defined contribution industry insiders...
401kWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
Week In Preview, March 4 - March 10
This week, the teams at Broadridge, J.P Morgan, P&I, Spark, Sphere, and WIPN will host events...
401kWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
Week In Preview, March 4 - March 10
This week, the teams at IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, March 4, 2024
-
Reader Rating: 1
|
SSGA Doubles Down On a Nine-Year Partnership
The team at the ETF titan recently launched a second fund powered by a big alternative asset manager...
MutualFundWire.com -
Friday, March 4, 2022
-
Reader Rating: 1
|
On ESG, Watch the DoL's Take On the TSP
A former EBSA chief weighs on the regulatory agency's recent public inquiry about tackling climate change in DC plans...
401kWire.com -
Friday, March 4, 2022
-
Reader Rating: 1
|
Where Are All the PPPs?
A retirement-focused fintech startup's team notes that, by at least one measure, the growth of the new PEP market has slowed dramatically...
401kWire.com -
Friday, March 4, 2022
-
Reader Rating: 1
|
A $78B-AUM Firm Powers On a Thematic Fund
The asset manager provides its own index for the fund, which is also subadvised by an outside shop...
MutualFundWire.com -
Friday, March 4, 2022
-
Reader Rating: 1
|
A $751B-AUM Fund Firm Takes On Fin Wellness
The resources from the initiative are free to both clients and prospects.
..
401kWire.com -
Friday, March 4, 2022
-
Reader Rating: 1
|
Building a Great Reputation
An expert in fiduciary best practices offers suggestions to advisors looking to up their reputational game...
401kWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
Three Fresh Faces Join an ETF Startup
The additions come after the firm launched last spring...
MutualFundWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
A Midwestern Provider Brands and Upgrades Its Platform
The new name fits in with the provider's website and participant engagement process...
401kWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
Nine TPAs Launch an Alliance
A Hancock veteran will lead the new group...
401kWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
Doll Bids Adieu
The strategist and PM is reportedly retiring from Nuveen...
MutualFundWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
Zenefits Plugs Into a 401k Robo
The payroll and benefits software firm is fully integrating with the provider's platform...
401kWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
Hub's Owen Hires a GRPAA Leader
The exec previously worked with LPL and NRP...
401kWire.com -
Thursday, March 4, 2021
-
Reader Rating: 1
|
NAPA Adapts the Summit to COVID-19 Fears
For now, the 401(k) industry's biggest conference is going ahead as planned, but .....
401kWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
The Boston Behemoth's Net Inflows Nearly Double
Last year, Fidelity's AUM jumped 26 percent, and operating income jumped 9.5 percent...
MutualFundWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
An RKer Adds $70B and 2MM Participants
The provider's participant count rose six percent last year...
401kWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
Kevin Thompson Joins an Acquirer
The former Cuna Mutual retirement chief is back on the recordkeeping side to help a riding buddy do more deals...
401kWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
Two Fund Firm Deals Closed This Week
An alts shop seals its purchase of an MF startup, while a publicly traded boutique finishes exiting from a Canadian biz...
MutualFundWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
A Marsh and McLennan Alum Joins Francis
The KPA RIA adds a former retirement plan consultant to its financial wellness services team...
401kWire.com -
Wednesday, March 4, 2020
-
Reader Rating: 1
|
20 Years In, a $14.5B-AUM Shop's Chief Passes the Mantle
The move comes about a year after a new president joined the Gotham fund firm...
MutualFundWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Bilo Brings an Ex-Plan Sponsor to Nationwide
The new hire now serves as a consultant relationship manager at the provider...
401kWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Mueller Builds an Fi360 Bridge to Women In Financial Services
A new program will address challenges faced by women in the financial services industry...
401kWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Hand Helps a Two-Fund Firm Into DC I-O
A mutual fund firm has teamed up with the BPAS arm to package a strategy in a new collective fund...
401kWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Week In Preview, March 4-10
This week the teams at P&I and That401kSite.com are hosting events...
401kWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Week In Preview, March 4-10
This week the teams at Ariel, FIASI, informa, IMEA, and MFDF are all hosting events...
MutualFundWire.com -
Monday, March 4, 2019
-
Reader Rating: 1
|
Putnam Wins a Charitable Victory, On Ice
Five Beantown asset managers recently competed in a hockey tournament...
MutualFundWire.com -
Saturday, March 4, 2017
-
Reader Rating: 1
|
Fiera Buys a 4th U.S. Shop. What's Next?
Mutual funds are important piece of this acquisitive Canadian asset manager's U.S. growth plans...
MutualFundWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
A $480B Multinational's U.S. Equity Chief Is Retiring
This summer the retiring exec's deputy will take over his CIO duties...
MutualFundWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
More Than 200 KPAs and TPAs Gather in Colorado
This weekend Paul Chong and his team will kick off the annual CUNA Mutual Retirement Solutions Retirement Academy conference...
401kWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
A MD City Issues a $49MM RFP
The RFP is for a provider for two plans: a 401(a) and a 457(b).
..
401kWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
New Vanguard Data Reinforces Reenrollment
The giant, bundled 401(k) and TDF provider analyzes reenrollment as strategic initiative for plan sponsors...
401kWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
KPA Profile: Brian Catanella
Being a KPA is a family affair for this shop. ..
401kWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
Fido Doubles Down On a Would-Be Roboadvisor Disrupter
The Boston Behemoth has reported invested another $175 million in a social media startup that might be getting into financial services...
MutualFundWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
Empower Masters an RFP in D.C.
An unique master trust agreement has been brokered. ..
401kWire.com -
Friday, March 4, 2016
-
Reader Rating: 1
|
Nasdaq Helps an ETF Shop Celebrate
About 40 people attended a bell-ringing ceremony to commemorate the recent launch of two funds...
MutualFundWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
Empower Keeps America's Largest Project Management Co.
A $4.8B 401(k) plan sticks with Ed Murphy and his team...
401kWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
Neuberger Begins a Long PM Goodbye
At the end of the year, an 18-year company veteran will retire from a $28B PM team...
MutualFundWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
This Utah KPA Followed the Sunset
A retirement plan specialist switches B-Ds...
401kWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
TIAA-CREF Wins an $80MM SoCal 403b
A university on the West Coast picks a sole RKer for its plan...
401kWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
Americans' Retirement Ignorance Translates Into Bliss, At Least Pre-Retirement
TIAA-CREF survey reveals more Americans unfamiliar with investment options, majority comfortable with retirement choices. ..
401kWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
LPL's Prez Takes Over an Insti Asset Manager
Robert Moore is leaving the giant indie B-D for a top spot at a $108B AUM shop. Meanwhile, Mark Casady names Moore's successor and searches for a CFO...
MutualFundWire.com -
Wednesday, March 4, 2015
-
Reader Rating: 1
|
Harbor Capital Hires a Salesman East of the Mississippi
Fund veteran will handle sales to RIAs...
MutualFundWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
JPAM Hires an Executive Director, for ETFs
Industry veteran has 20-years experience working with clients at a variety of firms...
MutualFundWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
Ferguson Buys One of TIAA-CREF's Vendors
A software developer that supports retirement plan providers is changing hands...
401kWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
Great-West Flags Down a $68MM DC Trio
The plan provider is the new recordkeeper for the DC plans of a hospital in St. Augustine, Florida. ..
401kWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
A DC I-O Vet Soars Into a Post at a $31.3B Asset Manager
A Sunshine State 401k exec takes a DC I-O leadership post...
401kWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
Sullivan Buys a Quant Shop, Ramps Up Alts Race
Soon after hiring a biz developer with loads of alts experience, Sullivan buys a quant equities shop, and moves fast to incorporate Legg's other quant operations into this purchase...
MutualFundWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
People Think ETFs Can Replace Your Active Fund
A growing number of people think it's possible. What are you going to do about it?..
MutualFundWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
Connecticut: The 401k State
A new analysis published by Judy Diamond Associates shows that Connecticut has the highest concentration of strong 401k plans out of the 50 states. ..
401kWire.com -
Tuesday, March 4, 2014
-
Reader Rating: 1
|
And the Sixth 401k Advisor Leadership Award Goes To ...
Marcy Supovitz and Brian Graff pick a winner for the annual award at the summit in Sin City...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Mahan Seals a New 401(k) Deal for Commonwealth
The indie B-D lands a new partnership to support its retirement plan specialists and occasionalists...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Department of Labor Puts in Two Cents on TDFs
In new guide, DoL outlines to consumers a number of factors to consider when shopping for TDFs...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
The Hartford Re-Organizes its Sales Force
Firm continues evolution with complete revamp of distribution team...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
MassMutual Hires a Managing Director
Exec would handle institutional sales...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
A Midwestern Firm Looks Up Market
Fresh from hiring a veteran sales head, a $25B asset manager plans to aggressively court institutional clients. Firm also has an appetite for value equity PMs as well...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
An RKer Hires a Midwestern Director
Exec will develop relationships with third-party intermediaries...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Is Bank Ready to Sell its $48B Asset Arm?
Reuters reports that the regional bank has found at least three PE firms interested in the asset manager. One of the reported buyers is Victory-buyout partner CrestView...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
LPL Rolls Out a Cradle-to-Grave Retirement Solution
Bill Chetney and his team introduce their new suite of services to the marketplace...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Direxion Splits Shares on 16 ETFs
The move involves eight regular and eight reverse splits...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
ProShares Tries to Widen its Investor Appeal
Barron's looks at the alt ETF provider's efforts at makeover...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Building a Social Media ETF is Harder Than You Think
Barron's analyzes the frustrations of the Global X Social Media Index ETF...
MutualFundWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
Putnam Unveils Health Cost Analytical Tool
System allows participants to gauge their future monthly medical costs based on a variety of healthcare factors...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
A Prudential Arm Wants a Pension Consultant Relations Exec
VP would help lead marketing to investment consultant community...
401kWire.com -
Monday, March 4, 2013
-
Reader Rating: 1
|
All Set for the Summit
The 401kWire is pleased to hold the inaugural Top DC Advisor Summit March 5-6 at beautiful Terranea Resort. The advisor summit will be followed by the fourth annual Influencers' Summit..
401kWire.com -
Sunday, March 4, 2012
-
Reader Rating: 1
|
A Pru Exec Gets a Promotion
Pru's former vp of advisor relations is taking on a new role. ..
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
An ETF Shop Makes its Way Onto a Fee-based Platform
Ascensus welcomes an ETF provider onto its platform...
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Russell Wraps Up an Acquisition
Russell Investments completes its purchase of an ETF provider...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Federated Launches its First Ad Campaign in Eight Years
The Pittsburgh-based firm unveils a print and online campaign that spotlights one of its mutual funds...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
ALPS, Kotak Mahindra Team Up for an India Fund
ALPS Advisors links up with a subsidiary of India's Kotak Mahindra Bank for a mutual fund...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
MassMutual Reveals a Gender Gap in Retirement Confidence
Women lag their male counterparts when it comes to their retirement...
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Top Advisor: Al Gilbert
Financial Strategies Retirement Partners..
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Top Advisor: Steven Hocking
Pacifica Wealth Management, UBS Financial Services..
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Top Advisor: Kurt Jackson
Central Coast Wealth Management..
401kWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Two BNY Mellon Asset Management Units See Changes at the Top
BNY Mellon Asset Management names new CEOs for two investment management affiliates...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
BlackRock Plays Up Muni Bonds
Even though the asset class is still experiencing outflows...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Janus Lures a Northern Trust PM
The Colorado mutual fund firm names a manager for the Janus
Worldwide Fund.
..
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Global X Unveils an Argentina ETF
The New York-based ETF shop is currently shopping its latest South American offering...
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Pozen Could Challenge Scott Brown From the Center
Will the fundster run for Ted Kennedy's old U.S. Senate seat?..
MutualFundWire.com -
Friday, March 4, 2011
-
Reader Rating: 1
|
Fred Alger Partners Up
The privately held New York City-based mutual fund firm has adopted a partner program for its key employees...
MutualFundWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Top 40 Advisor: Steve Wilt
This Akron-based CapTrust advisor lands in the top 40 DC advisors of 2009 as one of the ten finalists in the mid-market...
401kWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Capgemini Switches DC Providers
The New York City-based plan sponsor taps a recordkeeper for its DC plan...
401kWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
OppFunds and T. Rowe Retain their Crown in Dalbar's Rankings
Dalbar releases its 2009 Fourth Quarter Mutual Fund Ranking & Trending Report...
MutualFundWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
T. Rowe Paid Kennedy $4.7 Million in '09
James Kennedy's pay last year is down 18 percent from the year before...
MutualFundWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
NJ Transit Slashes its 401k Match
New Jersey's transit agency is cutting its match by a third as part of cost-cutting efforts...
401kWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Levin Takes Charlie's Chair at Ways and Means
Rep. Sander Levin has stepped into the role of Ways and Means Committee chairman, taking over from Rep. Charlie Rangel, who took a leave of absence amid ethics issues...
401kWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Bank of America Merrill Lynch's Wellness Monitor Debuts
The plan provider launches a plan evaluation tool that The 401kWire first reported on last month...
401kWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
SEC Aims Big Apple Expansion at B-Ds and Hedge Funds, Not Mutual Funds
Watch for the regulatory agency to expand its Big Apple team by eight percent in 2010...
MutualFundWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Happy 50th, Fund Flows
The WSJ's Fund Track column picks up on the latest ICI data, which shows that fund flows have reached a milestone..
MutualFundWire.com -
Thursday, March 4, 2010
-
Reader Rating: 1
|
Will MFS Gain a New Fund Sibling?
A multi-billion dollar deal could add more mutual funds to the Sun Life empire...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
Will Sun Life Retirement Go Home (With Some New Friends)?
Updated | Sun Life reportedly looms over the Hartford...
401kWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
New York Life Preps an 'In-Retirement' Offering
The Westwood, Massachusetts-based plan provider is also rolling out phone advice...
401kWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
American Beacon Rebrands Two Share Classes
The Texas fund firm says goodbye to PlanAhead Class and Service Class...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
PIMCO Reaches Out With Stable Value Tips
A DC vet at the fixed income specialists unveils a white paper...
401kWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
A Fund Servicer Plans to Beef Up its Web Site
The Columbus, Ohio-based fund servicer is planning to roll out enhancements to its Web site this spring...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
Institutions Regain Access to a Hartford Fund
Months after re-rolling out an offering to retail investors, the insurer brings it to larger buyers...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
MassMutual Taps Fido Alum for its TPA Team
The plan provider draws from outside its ranks to round out its TPA relationship management team...
401kWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
MetLife Exec Sees Regs as 'Fresh Start' for 403b Sponsors
A business head the New York insurer looks ahead as non-profit plan sponsors adjust to the changing rules of the game...
401kWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
Vanguard Restructures Pay
The low-cost fund giant appears to have avoided layoffs while increasing base pay...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
Fund Skippers Scramble for Safety
Not surprisingly, stock-fund managers across investment styles have been snapping up defensive stocks amid the turmoil in the market. In Wednesday's WSJ Fund Track, Shefali Anand talks to five managers about their stock picks...
MutualFundWire.com -
Wednesday, March 4, 2009
-
Reader Rating: 1
|
FRC Starts a Quarterly RI Pub
The level of activity in the retirement income space has led to the birth of a quarterly publication from FRC...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
XTF Sells Off SMA Assets
XTF Advisors has reportedly inked an agreement to sell its separately managed account assets...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Sun Sets On One Recordkeeping Deal
The Hartford closes one acquisition.
..
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Voyageur Gets a CIF Partner
The Minneapolis asset management firm hopes to increase its share of the DC market by entering the collective fund arena...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Riversource Flows Through Another Outlet
A Midwestern TPA adds the Ameriprise fund family to its platform.
..
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Layton Says E*Trade is Not for Sale
E*Trade is not for sale, nor will the company be broken up, says its new CEO...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
A Boston Investment Firm Forms an Institutional Unit
The asset management company has set up a dedicated division to focus on retirement platforms, sub-advisors and corporate plans...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Principal Announces Scalfani Appointment
As previously reported by The 401kWire, Principal Financial has brought on board the ex-Morgan Stanley exec as director of the alliance management group...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Henderson Intros its Second Institutional Fund
Henderson Global Investors has added another institutional fund to its repertoire...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Morningstar Markets Website Add Ons
The Chicago firm is pitching a Web-based platform investment managers can use to beef up advisor Web sites...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
A Trio of Reps Defect from Bear Stearns
A team of high producing reps has left Bear Stearns for Morgan Stanley...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Calamos Adds Share Classes to its Money Market Fund
Calamos Investments has added three new share classes to its Calamos Government Money Market Fund...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
An eBay Alum Joins Motif as President
The BPO firm, which offers back-office solutions to TPAs, has brought on board a former eBay exec as president of its U.S. operations...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Jaffe Says Van Wagoner Restructuring is a Losing Bet
Chuck Jaffe is not buying idea that the latest restructuring at Van Wagoner funds will help its perennially underperforming funds...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Lehman Bets on ETNs
Lehman Brothers' foray into the ETN market is the subject of Tuesday's WSJ Fund Track column...
MutualFundWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Morgan Stanley Sub Jumps into the Target-Date Space
The Midwest investment manager is the latest to join the target-date bandwagon...
401kWire.com -
Tuesday, March 4, 2008
-
Reader Rating: 1
|
Poorly Performing Putnam Managers Say Goodbye
Two managers of poorly performing funds at Putnam Investments are saying farewell. Brian O'Toole, who managed Putnam's Voyager and Growth Opportunities funds, will leave the firm, Reuters reported on Friday. David Santos, another investment member of the two funds, will also leave the funds...
MutualFundWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
CitiStreet New Hire Will Head DB-DC Initiative
The recordkeeper finally joins the TRO game...
401kWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
Ben Stein Loves Fiserv
Advisors yak it up with Ben Stein at Fiserv's Denver conference...
401kWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
Spitzer Subpoenas Principal for Retirement Sales
Spitzer extends his reach...
401kWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
TIAA-CREF Trustee Resigns over E&Y Ties
Another TIAA-CREF trustee is leaving his post for a past relationship with the company's past auditor, Ernst & Young...
MutualFundWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
TIAA-CREF Trustee Resigns over E&Y Ties
Another TIAA-CREF trustee is leaving his post for a past relationship with the company's past auditor, Ernst & Young...
401kWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
SEC Probes Fee Overcharges in Nuveen Unit
The SEC is probing what may be a case of inappropriate management fees at Nuveen Investments-subsidiary Symphony Asset Management...
MutualFundWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
Franklin Settles with Canucks for $39.4 MM
Franklin Templeton Investments will pay $39.4 million to settle Canadian regulators' allegations that the firm allowed trading abuses, the OSC announced on Thursday.
..
MutualFundWire.com -
Friday, March 4, 2005
-
Reader Rating: 1
|
Former Security Trust Exec Enjoined
Judgment against a former senior vice president of Security Trust Company is entered in U.S. District Court..
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
Fund Drops 12b-1
One fund has stopped taking 12b-1 fees...
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
New Data on Rising Generation 401k Savings
A CIGNA survey reveals why younger workers are not putting more into their employer plans...
401kWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
DOL Offers Rollover Compliance Guidance
The Department of Labor proposes an automatic rollover safe harbor for plan fiduciaries...
401kWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
MassMutual Expands International Presence
Acquisition of a major Asian fund company gives MassMutual increased capabilities in the region...
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
Two More States Investigate Fred Alger
Fred Alger Asset Management is subject to probes from two additional states...
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
Amex Unveils Eight Funds
American Express Financial Corporation has launched eight new funds, including two that are the first of their kind for the company...
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
Janus Disclosure Reveals Numerous Probes
No fewer than nine bodies, including federal grand juries, are looking into the fund industry. Distribution issues are high on their lists...
MutualFundWire.com -
Thursday, March 4, 2004
-
Reader Rating: 1
|
Pru Lands Proprietary Channel Head
The insurer has tapped the ranks of Mother Merrill for the new hire...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
eRecordkeeper Eyes New Web Content Sources
The New Jersey-based eRecordkeeper has been on the lookout to replace its expired content-licensing agreement...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Hartford Offers Custom Enrollment Books
The provider is providing the solution for 401(a) and 403(b) participants...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Lincoln Fin Names Consultant of The Year
The group makes its selection at its annual Employer Retirement Markets Conference...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Emplanet Reveals Plans
The CEO of the eRecordkeeper outlines details of the next event at the firm...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Roche Takes 40 Percent Cut
That is how much less the package the T. Rowe Price president took home in 2002 was worth compared to the bubble years...
MutualFundWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Bank Family to Merge Ten
The Charlotte-based bank fund family is merging ten funds after taking in a record haul on a new closed-end fund...
MutualFundWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Fido Incubates Long-Short Fund
The limited partnership is the follow-on to a market-neutral offering rolled out last year...
MutualFundWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
SEC Staff Recommends Actions Against Fund
A S.F. Bay Area fund family specializing in tech stocks is the focus of SEC scrutiny...
MutualFundWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Providers Get PlanTools
A new firm offers fiduciary tools bundled providers can repackage for their clients...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Ibbotson to Kick off Second Conference
The Chicago-based firm is planning another conference, which will follow the success of its debut open session in January...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Wachovia Turns to Managed Accounts
The managed account service from Wachovia will be the first of many if the consultant lending a hand on the product gets his way...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Milliman Hires Biz Development Manager
The benefits consultant taps a KPMG marketing professional with experience in both DB and DC plans...
401kWire.com -
Tuesday, March 4, 2003
-
Reader Rating: 1
|
Bramwell Taps New Marketing Exec
The New York City firm has hired a new head honcho for administration and client services...
MutualFundWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
Datalynx Broadens MF Focus
In an effort to help gain more feedback from the industry, the firm adds two to its advisory board..
MutualFundWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
Motor City Firm Launches Fund
Advance Capital Management has forged a new fund for its product lineup...
MutualFundWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
Stilwell Adds Assets
Homeless 401ks Present Marketing Opp ... Global Crossing Gets Bidder ... Stilwell Adds Assets.
..
MutualFundWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
Homeless 401ks Present Marketing Opp
Homeless 401ks Present Marketing Opp ... Global Crossing Gets Bidder ... Stilwell Adds Assets...
401kWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
Grin and Buy It
One of the advice industry pioneers is returning to the 401k business with a new product idea intended to solve the retirement income puzzle.
..
401kWire.com -
Monday, March 4, 2002
-
Reader Rating: 1
|
New Family of Funds for Gov't Plans
ICMA has created a new fund family to enable larger clients to buy mutual funds directly...
MutualFundWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
New Family of Funds for Gov't Plans
Washington, D.C.-headquartered ICMA has launched a new family of funds for 457 plans, 401(a) plans, and IRAs. Called the Vantage Point Funds, there are 13 in total...
401kWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
DLJ Renames Winthrop Funds
Donalson Lufkin Jenrette Asset Management has renamed its Winthrop Funds in order to increase recognition...
MutualFundWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
Internet Funds Grow by One .Fund
Branding .com works, can .fund? Cincinnati-based fund family will launch its third fund in May, the internet.fund...
401kWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
Internet Funds Grow by One .Fund
Branding .com works, can .fund? Cincinnati-based fund family will launch its third fund in May, the internet.fund..
MutualFundWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
Odd Lots, March 4, 1999
Legacy Fund manager discusses luck in stock picking ... After-hours trading getting to the little folks ... Lindner Funds brings in pension-consulting firm to overhaul fund-management practices ... Putnam and Allstate to ally on VA products...
MutualFundWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
Lucent & 2 Others Ring Up BT Int'l Equity
Bankers Trust of New York, New York has announced that three sponsors have chosen one of its funds for their 401(k) plans, a spokesperson with the provider told the 401kWire.com. The fund chosen was the BT Investment International Equity Fund (BTEQX)...
401kWire.com -
Thursday, March 4, 1999
-
Reader Rating: 1
|
Merger Brings Broker Plan to First Union
The $190 million 401(k) of Glen Allen, VA-based Wheat First Butcher Singer, Inc. will be moving to First Union starting June 30. At this point, however, the decision on whether to retain the Wheat First plan or roll it into the First Union plan has not been made, according to a First Union spokesperson. The issue on what to do with the plan will be resolved by June 30 and the plan is not up for bid, the spokesperson added...
401kWire.com -
Wednesday, March 4, 1998
-
Reader Rating: 1
|
Fidelity to Add Families to FundsNet
Fidelity Investments will be adding five or six additional fund families to its bundled 401(k) program, according to InvestmentNews magazine. A Fidelity spokesperson confirmed that the Boston-based mutual fund company is looking at adding additional offerings to its FundsNet product, but said that at this point it is premature to comment on the additions...
401kWire.com -
Wednesday, March 4, 1998
-
Reader Rating: 1
|
Get MFWire Alerts
]
Raw XML
