Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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Reader Rating:1
Wong and Conrath Make 2 Senior Hires At JPMAM
Alumni of Smart and Vestwell join the asset manager's retirement plan recordkeeping arm...
401kWire.com -
Monday, January 6, 2025
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Reader Rating:1
Week in Preview, January 6 - 12
This week, there are developments on the calendar from the ARA and Principal teams...
401kWire.com -
Monday, January 6, 2025
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Reader Rating:1
Week in Preview, January 6 - 12
This week, the MFDF and WE teams are hosting events, and the ETF.com team is closing nominations for some awards...
MutualFundWire.com -
Monday, January 6, 2025
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Reader Rating:1
21. Karen Andres
The Aspen Institute is one of the most influential think tanks in Washington...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
22. Joe DeNoyior
David Reich's tragic death two years ago transformed Joe DeNoyior from a specialist 401(k) plan advisor (KPA) and practice leader into a player-coach chief of one of the biggest KPA aggregators...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
23. Ralph Ferraro
Ralph Ferraro gained a new role at Lincoln Financial in July when the insurer hired James Reid to run its workplace solutions group...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
24. Brock Johnson
Morningstar is continuing to build its behind-the-curtain influence over the 401(k) market...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
25. Kevin Busque
If you have ever hired someone to piece together your latest Ikea purchase, you might want to thank Guideline CEO Kevin Busque...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
26. Sandy McCarthy
OneAmerica is the third DC plan business run by Sandy McCarthy...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
27. Randy Long
Private equity firm Aquiline Capital Partners bought a majority stake in SageView Advisory Group two years ago...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
28. Greg Porteous
State Street Global Advisors (SSgA) ranks as the third largest DC I-O player behind only BlackRock and Vanguard...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
29. Ralph Haberli
Capital Group keeps pace as number five on the DC I-O league tables, but it's the most widely distributed fund firm thanks in a large part to its 401(k)-friendly American Funds share class, target date and service innovations...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
30. Ravindra Deo
The Federal Thrift Savings Plan (TSP) is becoming the nation's model 401(k) in fact and not just theory...
401kWire.com -
Friday, January 6, 2023
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Reader Rating:1
$58B In Inflows In One Week
The Refinitiv Lipper folks reveal the latest weekly U.S. flows data...
MutualFundWire.com -
Friday, January 6, 2023
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Reader Rating:1
Dispelling Dealmaking Myths
An M&A ally to KPAs shares some lessons for those looking for strategic partners...
401kWire.com -
Thursday, January 6, 2022
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Reader Rating:1
AIG's Isabelle Hires After an EVP Retired
A former senior leader at Nationwide joins to lead consultant relations, market strategy, and new business development...
401kWire.com -
Thursday, January 6, 2022
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Reader Rating:1
A $2.3B-AUM 401k Managed Account Shop Sells
The deal is expected to close this quarter and is expected to double the size of the acquirer's U.S. team...
401kWire.com -
Thursday, January 6, 2022
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Reader Rating:1
A $4B-AUM Firm Buys a Four-Year-Old Boutique
The deal also brings the buyer a new CIO and new PMs for a pair of funds...
MutualFundWire.com -
Thursday, January 6, 2022
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Reader Rating:1
Hub Buys a Maryland GRP Shop
The acquired shop is an insurance and employee benefit brokerage and consulting firm with a retirement plan services arm...
401kWire.com -
Thursday, January 6, 2022
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Reader Rating:1
Smits Anoints Her Successor Atop Newton
The move comes after she took over BNY Mellon IM last fall...
MutualFundWire.com -
Wednesday, January 6, 2021
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Reader Rating:1
ICMA-RC's Chair Passes the Reins
The new chair has served on the board for six years...
401kWire.com -
Wednesday, January 6, 2021
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Reader Rating:1
Vestwell GOEs Into Managed Accounts
They're partnering with a familiar DC I-O giant and building the new offering into the proprietary platform the RKer launched last year...
401kWire.com -
Wednesday, January 6, 2021
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Reader Rating:1
Fink Sticks With Gotham
The world's largest asset manager is reportedly keeping its headquarters in the city of its birth...
MutualFundWire.com -
Wednesday, January 6, 2021
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Reader Rating:1
Repetto Hires a Familiar Academic
The DFA alum adds a familiar face to his team at a new arm of American Century...
MutualFundWire.com -
Monday, January 6, 2020
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Reader Rating:1
Eight Years In, a CT DC I-O Exec Exits
Earlier on, the exec spent more than 15 years at a bundled provider...
401kWire.com -
Monday, January 6, 2020
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Reader Rating:1
Daley Hires a 20-Year TIAA Vet
The exec now serves as a senior consultant and director of ERISA technical services at the KPA shop...
401kWire.com -
Monday, January 6, 2020
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Reader Rating:1
A TPA Talks PEPs Online
With the SECURE Act crossing the finish line, a MEP specialist is looking to educate KPAs and others in the industry in advance of a key provision taking effect at the beginning of next year...
401kWire.com -
Monday, January 6, 2020
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Reader Rating:1
Seven Years In, a U.S. Boutique Unwinds a Canadian Deal
The divestment is expected to close in March for roughly the same price that the fund firm paid in the first place...
MutualFundWire.com -
Monday, January 6, 2020
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Reader Rating:1
Week In Preview, January 6-12
This week the teams at Callan, NIPA, and SVIA are all hosting events...
401kWire.com -
Monday, January 6, 2020
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Reader Rating:1
NewSpring Buys VMS
Three former SunGard execs have launched a financial technology platform. ..
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
SC Rep Introduces Bill to Delay the DoL Fiduciary Rule
A Representative for South Carolina's 2nd congressional district has introduced a bill to delay the DoL fiduciary rule. ..
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
Empower Cuts Jobs
Empower Retirement has eliminated more than two dozen positions...
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
Essentia Health Faces an ERISA Suit
A fiduciary-related case is brought against plan sponsor, Essentia Health. ..
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
NTSA Names Elite Advisor Award Finalists
The Award will be presented at a general session during NTSA’s 403(b) Masters Summit in Carefree, Arizona from January 25-27, 2017. The Award finalists are.....
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
GRPAA Adds a $1.6B Florida KPA Shop
GRP Advisor Alliance (GRPAA), the crème de la crème group of over 350 retirement plan advisors — representing over 25,000 retirement plans and $200 billion in assets — has added another affiliation to its rapidly growing roster...
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
Prepare to Cross a Lot of Mutual Fund Ts
A new kind of share class is coming, in a big way. John Rekenthaler breaks it down for you...
MutualFundWire.com -
Friday, January 6, 2017
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Reader Rating:1
M* to Host Annual Institutional Conference
Independent investment research firm Morningstar (M*) released the agenda for the Morningstar Institutional Conference...
401kWire.com -
Friday, January 6, 2017
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Reader Rating:1
Allianz's Eu Picks Carroll's Successor
The German multinational asset manager's U.S. chief makes some changes in his distribution leadership...
MutualFundWire.com -
Friday, January 6, 2017
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Reader Rating:1
A Gotham Asset Manager Buys a Nearby Subadvisor
The deal follows the asset manager's minority investment in a nearby mutual fund shop last year...
MutualFundWire.com -
Wednesday, January 6, 2016
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Reader Rating:1
INews Welcomes a Veteran MF Columnist
An East Coast journalist signs on with the advisor-focused trade pub and will cover mutual funds...
MutualFundWire.com -
Wednesday, January 6, 2016
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Reader Rating:1
An RKer Beefs Up Its Online Benefits
A Midwestern insurer's retirement plan team tries to help participants garner better knowledge of retirement savings. ..
401kWire.com -
Wednesday, January 6, 2016
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Reader Rating:1
Amboian Buys a Local Ally
Nuveen, now part of the TIAA-CREF family, is doing a deal in Chitown...
MutualFundWire.com -
Wednesday, January 6, 2016
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Reader Rating:1
PSCA Under New Leadership
The board of the 401(k) plan sponsor trade group has taken the first step to rebuild its leadership...
401kWire.com -
Tuesday, January 6, 2015
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Reader Rating:1
The Tenth Justice Weighs In On the Supreme Court's 401k Case
The highest court in the land is about to hear an appeal in a 401k-related lawsuit. The justices have asked for, and now received, input from the federal government...
401kWire.com -
Tuesday, January 6, 2015
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Reader Rating:1
kasina Sells
A publicly-traded firm buys up the Big Apple consultant to fundsters...
MutualFundWire.com -
Tuesday, January 6, 2015
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Reader Rating:1
ABD Calls a KPA
...to join the retirement plan services team...
401kWire.com -
Tuesday, January 6, 2015
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Reader Rating:1
Meet Aberdeen's Young Gross
Like the multinational asset manager's HQ, this star PM is based on the other side of the Pacific. Yet like his former Pimco counterpart, he's critical to his shop...
MutualFundWire.com -
Tuesday, January 6, 2015
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Reader Rating:1
Legg Hires a Rainmaker
Executive will be in charge of business development, which will include acquisitions...
MutualFundWire.com -
Monday, January 6, 2014
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Reader Rating:1
An OpFunds PM Jumps Groups
Michelle Borré and her analyst team joined the Global Multi-Asset Group. ..
MutualFundWire.com -
Monday, January 6, 2014
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Reader Rating:1
Survey Says: Investors Are Liking 401ks
A new quarterly investor survey shows positive sentiment toward the DC staple. ..
401kWire.com -
Monday, January 6, 2014
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Reader Rating:1
Jaffe Does a Body Count for 2013
The MarketWatch columnist drills down on some of the funds that died in 2013, including the Leeb Focus; Tilson Focus; the Compak Dynamic Asset Allocation Fund; FCI Value Equity Fund; the Mitchell Capital All-Cap Growth; the Guggenheim MSCI Equal Weight, S&P MidCap 400 Equal Weight , and the S&P SmallCap 600 Equal Weight; the Equinox Abraham Strategy, Equinox Absolute Return Plus Strategy, Equinox Eclipse Strategy, Equinox John Locke Strategy, Equinox QCM Strategy and Equinox Tiverton Strategy; the Huntington Income Equity, and the TEAM Asset Strategy...
MutualFundWire.com -
Monday, January 6, 2014
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Reader Rating:1
Carlyle Enters '40 Act Country
Private equity player Carlyle Group has filed to launch two mutual funds, Reutersreports...
MutualFundWire.com -
Monday, January 6, 2014
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Reader Rating:1
Bloomberg Gauges Gross' Error
In two stories from Friday, December 3, the newswire looks at Pimco's losses in 2013. One story pegs the loss at $41 billion, which the newswire attributes in another story to a misjudgment by Bill Gross on whether the Fed would start to scale back its asset purchases in 2013...
MutualFundWire.com -
Monday, January 6, 2014
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Reader Rating:1
Robeco Adds Two Funds
The Boston firm now manages five funds under the Robeco Boston Partners brand...
MutualFundWire.com -
Friday, January 6, 2012
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Reader Rating:1
Water Fund to Evaporate
The California firm running the Water Fund decides to pull the plug on the product due to low assets...
MutualFundWire.com -
Friday, January 6, 2012
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Reader Rating:1
Stratford Advisory Group Sells
The Chicago-based advisor has sold to a global consulting firm...
401kWire.com -
Friday, January 6, 2012
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Reader Rating:1
Putnam to Start Fourth Layoff
Bob Reynolds' team at Putnam is planning to trim the ranks of its operations staff. ..
MutualFundWire.com -
Friday, January 6, 2012
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Reader Rating:1
Fido Stands Behind an MF Global Alum
Amy Butte Liebowitz is Ned's choice for a key board seat...
MutualFundWire.com -
Friday, January 6, 2012
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Reader Rating:1
Janus Launches a Pair of Funds
The Denver firm added a pair of funds to its roster last week...
MutualFundWire.com -
Thursday, January 6, 2011
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Reader Rating:1
Southland and D.C. Lure a TPA to Expand
A New England TPA plans to hire two regional sales directors this year...
401kWire.com -
Thursday, January 6, 2011
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Reader Rating:1
2010 Was a 'Strong' Growth Year For BPAS
The Utica-based provider is taking advantage of regulatory changes and the push towards open architecture.
..
401kWire.com -
Thursday, January 6, 2011
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Reader Rating:1
Private Equity Buys into a San Fran Fund Firm
Lovell Minnick Partners has acquired a minority stake in the mutual fund firm...
MutualFundWire.com -
Thursday, January 6, 2011
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Reader Rating:1
Callan Paints a Rosier 401k Picture for 2011
Plan sponsors are getting back in the game after two years in the trenches, according to a new survey...
401kWire.com -
Thursday, January 6, 2011
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Reader Rating:1
Gross Predicts 'Pain Aplenty'
The Pimco star offers his latest glimpse at the future...
MutualFundWire.com -
Thursday, January 6, 2011
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Reader Rating:1
JPMorgan Taps a T. Rowe Exec as its New DC I-O Head
JPMorgan turned to a distribution executive from T. Rowe Price as the new head of its DC I-O business.
..
MutualFundWire.com -
Thursday, January 6, 2011
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Reader Rating:1
A Quiet Mutual Fund Giant Adds a New Channel
A fast-growing specialty asset manager hires a veteran B-D exec to lead it into a new distribution opportunity: independent broker-dealers...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Pax World and Morningstar Bundle 'Responsible' Investing Options
The Portsmouth-based mutual fund firm launches four asset allocation portfolios, combining various 'responsible' investing tactics...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Compass Debuts its Third Fund-of-ETFs
Compass EMP launches another new mutual fund that invests in exchange -traded-funds...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Casey Quirk Welcomes New Partners
The asset management consulting firm anoints two new partners...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Gundlach Lifts Out Another TCW Team
Luz Padilla, a former lead portfolio manager and director of TCW's emerging markets fixed income group, enlists at DoubleLine...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Baron Stakes His Claim in Real Estate
The New York City mutual fund chief launches his inaugural real estate fund, after first disclosing plans for the fund at his annual conference in October...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
2009 Was the Year of Bond Fund Flows
The WSJ looks back at 2009' fund trends, then looks into what may happen in 2010...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
WSJ Forecasts Mutual Fund Sun With a Chance of Clouds in '10
The Wall Street Journal picks its stars for 2009 and sheds some light on whats to come in 2010, from overseas investing to sectors picking up steam in its mutual fund report...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
What's the Latest Word on Active Versus Passive?
The WSJ provides two more perspectives about the two sides of the asset management coin for mutual funds...
MutualFundWire.com -
Wednesday, January 6, 2010
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Reader Rating:1
Two PMs Team Up With Eveillard
A pair of portfolio managers join Jean-Marie Eveillard in running the U.S. Value Fund. ..
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
At Reserve's Request, S&P Stops Rating 8 Funds
The change applies to several funds being liquidated by the beleaguered money fund specialists...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
Voice Stops the Matches
Village Voice Media and at least two other firms have suspended their contributions to employee DC plans...
401kWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
WMSI Trusts an Auto-Rollover Provider
John Geli and his team land another partnership for the Bluff Point subsidiary...
401kWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
Cieszko Lands at Fidelity
Evergreen's top executive is joining Fidelity next week...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
Reserve Will Have a Supervisor as it Pays its Legal Bills
A supervisor will be appointed to look at how Reserve Management Co. pays legal and other expenses, WSJ's Diya Gullapalli reports...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
Janus Makes an Institutional Hire
The Denver firm fills a Southeast post within its institutional group...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
WSJ Lists the Big ETF Winners and Losers of '08
In Tuesday's Fund Track, John Spence looks at some of the biggest winners and losers in the exchange-traded realm...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
Rydex Alum Joins RIA Marketers
An advisory vendor hires a mutual fund exec...
MutualFundWire.com -
Tuesday, January 6, 2009
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Reader Rating:1
DoL Sets Saver Summit Date
This year's Saver Summit will once again include prominent delegates from the 401k industry...
401kWire.com -
Friday, January 6, 2006
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Reader Rating:1
Combs Endorses Retirement Reforms
EBSA's head joined the Bush Administration's "strong economy" road show on Friday with an appearance at an ASPPA event...
401kWire.com -
Friday, January 6, 2006
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Reader Rating:1
Entrepreneur Helps 401k Players Tie Into India
The founder of a outsourced recordkeeper is using his knowledge of the Indian programmer market to help others in the 401k industry code their products...
401kWire.com -
Friday, January 6, 2006
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Reader Rating:1
AARP, Scudder Move On
AARP and Scudder have decided to end their relationship that spanned two decades...
MutualFundWire.com -
Friday, January 6, 2006
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Reader Rating:1
Fidelity To Move Up To 1,500 Employees Out of Boston
The buzz is true: Fidelity Investments plans to move as many as 1,500 employees out of Boston and spread them across a number of sites in the country by end-2008...
MutualFundWire.com -
Friday, January 6, 2006
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Reader Rating:1
Schroder: Now an Eight Fund Family
It's only six days into the new year, but Schroder Investment Management North America has already launched four new funds. The latest two funds, the Schroder Enhanced Income Fund and the Schroder Core Fixed Income Fund, will be managed by a team headed by Steven Lear in New York. The firm launched two municipal funds on January 1...
MutualFundWire.com -
Thursday, January 6, 2005
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Reader Rating:1
Bush Advisor: Cut Social Security Benefits
In a leaked memo, a Bush advisor makes the case for cutting benefits beyond the amount necessary to fund private accounts...
401kWire.com -
Thursday, January 6, 2005
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Reader Rating:1
Will More TPAs Become RIAs in 2005?
With 2004 done and gone, one industry consultant offers his views on what the new year will look like for service providers...
401kWire.com -
Thursday, January 6, 2005
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Reader Rating:1
Spitzer-Haters Have a Friend in Trade Group's Prez
Tom Donohue, head of the U.S. Chamber of Commerce, had a few choice words to say about Eliot Spitzer recently. Among the gems: "Spitzer's approach is to walk in and say, 'Well, we're going to make a deal, and you're going to pay $600 million to the state and you're going to get rid of this person and that person and if you don't do it by tonight then I'm going to indict the company.' What does indict the company mean? It means they're going to put you out of business."
..
MutualFundWire.com -
Thursday, January 6, 2005
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Reader Rating:1
New Website is Child's Play for Nationwide
Children have their own play space in the retirement provider's updated participant and sponsor website...
401kWire.com -
Thursday, January 6, 2005
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Reader Rating:1
Honest GICs? Possibly Not in Muni Market
Government officials are questioning the integrity of some GIC underwriters. They claim the bids were rigged...
401kWire.com -
Thursday, January 6, 2005
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Reader Rating:1
SEC Expands "Greens-for-Green" Investigation
Regulators are broadening their investigation of payments between fund managers and brokerages, reports the Wall Street Journal...
MutualFundWire.com -
Thursday, January 6, 2005
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Reader Rating:1
IXIS Adds Fuel to its Separate Account Biz
IXIS Asset Management Advisors, trying to keep up with growth in separate accounts, has acquired index investment manager Active Index Advisors. The San Francisco-based separate account manager will be known as Active Investment Advisors within IXIS...
MutualFundWire.com -
Thursday, January 6, 2005
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Reader Rating:1
Ameritrade: TPAs Using SBDAs to Lock Up RFPs.
The discount broker is coming off a break out year in 2003. Is working on new projects for 2004...
401kWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
Pilot Claim Lands in Federal Court
The pilots say their airline held onto 401k contributions rather than depositing them with the plan provider...
401kWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
Regulators Cast Wary Eye at Bank Fund Risks
The low interest rate environment has made regulators increasingly nervous. Banks get new regs intended to quell qualms...
MutualFundWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
A Stalemate in Congress May Boost 401k Plans
Large sponsors say that the failure of Congress to resolve pension issues may push them to start new 401k plans...
401kWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
Fidelity Offers Dividend Play
The new fund will take advantage of the friendlier environment for payouts...
MutualFundWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
Denver Fund Firm Shakes Up its Lineup
Janus, PBHG and Alger are among five subadvisors slated to lose mandates when the changes are made to the insurer-owned fund family...
MutualFundWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
ICI Officials Face Hostile Reporters
The message from the fund trade group dissipates after the authors of a rival study crash its press briefing...
MutualFundWire.com -
Tuesday, January 6, 2004
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Reader Rating:1
Mary Kay Makes Over Plan
The cosmetics company picks a Texas TPA for its $200 million-plus DC plan, supplanting a large provider in the process...
401kWire.com -
Monday, January 6, 2003
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Reader Rating:1
Citi Offers Rebate for Fund Transfers
The bank is offering Spanish shareholders a rebate if they move their assets...
MutualFundWire.com -
Monday, January 6, 2003
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Reader Rating:1
ADP to Buy Benefits Services Firm
The Employer Services division of ADP aims to beef up service with its pending $500 million cash purchase of ProBusiness...
401kWire.com -
Monday, January 6, 2003
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Reader Rating:1
Bowne Financial Names President
The printing firm names Reed Smith to take over the post from Carl Crosetto...
MutualFundWire.com -
Monday, January 6, 2003
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Reader Rating:1
Neuberger Names New CIO
The executive takes the post from Michael Kassen who retired at the end of 2002...
MutualFundWire.com -
Monday, January 6, 2003
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Reader Rating:1
Janus: Will its Independence be Short-lived?
At the current stock price the asset manager may be a steal argues Barrons...
MutualFundWire.com -
Monday, January 6, 2003
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Reader Rating:1
Pan-American Life Extends 401k Menu
The New Orleans-based provider launches a program targeting plans with $5 million-plus in assets...
401kWire.com -
Monday, January 6, 2003
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Reader Rating:1
Victory Seeking Four Sales Pros
The bank-owned fund firm is building out its broker-dealer and RIA support teams...
MutualFundWire.com -
Monday, January 6, 2003
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Reader Rating:1
Victory Builds Out DC Sales Team
The bank-owned fund firm is refocused on the advisor channel now that it is out of the recordkeeping side of the business...
401kWire.com -
Monday, January 6, 2003
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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.
Three Exec Transitions at Putnam
The chief of operations at Putnam is retiring -- two executives will be promoted to fill the gap...
MutualFundWire.com -
Thursday, January 6, 2000
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Reader Rating:1
E*Trade Makes Its Announcement
As the 401kWire.com reported last week, E*Trade of Menlo Park, California and DirectAdvice.com of Hartford, Connecticut have entered into an alliance wherein the latter's financial planning module into the former's website. This will allow users of E*Trade to access investment advice for such lifetime planning goals as retirement...
401kWire.com -
Thursday, January 6, 2000
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Reader Rating:1
Wilmington Consolidates Funds
Wilmington Funds' new fund complex will consist of funds previously held in three smaller families, while three new funds kick-off this spring...
MutualFundWire.com -
Thursday, January 6, 2000
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Reader Rating:1
Early Enrollment
Companies are allowing their employees to enroll in their 401(k) plans earlier than ever, and the industry will be seeing a move towards immediate eligibility, a PSCA study says...
401kWire.com -
Thursday, January 6, 2000
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Reader Rating:1
PMC Beefs Up Minimum
PMC is raising the bar of its minimum account size and hiring
consultants to help advisor clients build their businesses...
MutualFundWire.com -
Thursday, January 6, 2000
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Reader Rating:1
Odd Lots, January 6, 2000
Investing in Asia, this year ... Miller will invest in cheap smaller stocks ... Post-New Year sell off...
MutualFundWire.com -
Thursday, January 6, 2000
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Reader Rating:1
Franklin Provides Home-Town Service
Franklin Templeton has formally launched a new bundled product, the Franklin Templeton Recordkeeping Solution. The product has been informally operating since July and has about 20 plans signed up...
401kWire.com -
Thursday, January 6, 2000
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Reader Rating:1
Strong Gets A Lifestyle
Strong adds five new funds to its fund family, including its first entry into the growing lifestyle funds market...
401kWire.com -
Wednesday, January 6, 1999
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Reader Rating:1
Online Use for 401ks Levels Off
Despite the hype surrounding the Internet, fewer than half of 401(k) plan participants now have access to their account information through the Internet. An American Century Investments (Kansas City, Missouri) study reports that Internet usage among 401(k) participants was up for 1998 -- but not as much as would be expected...
401kWire.com -
Wednesday, January 6, 1999
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Reader Rating:1
Allan S. Goodman Bundles Anew
Hartford, Connecticut-located Allan S. Goodman, Inc., a distributor of wine and liquor, has chosen New York Life Benefit Services, Inc. (NYLBSI) to be the bundled provider for its 401(k) plan. The plan has 65 participants and approximately $8 million in assets...
401kWire.com -
Wednesday, January 6, 1999
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Reader Rating:1
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401kWire.com -
Tuesday, January 6, 1998
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The 401kWire welcomes submissions of relevant articles by professionals in the industry. To submit an article contact: Sean Hanna, Editor-in-Chief, 212-736-0460. ..
401kWire.com -
Tuesday, January 6, 1998
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Ten Areas to Watch in 1998
Escalating salaries are just one trend coming in 1998. 401(k) professionals will earn higher compensation, but they may not be able to rest easily; mergers will continue unabated and legislators and regulators will find the one trillion dollar 401(k) pot too tempting to pass up...
401kWire.com -
Tuesday, January 6, 1998
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