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News Stories Archives - Since 1998
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Two Months In, a Florida AM Tweaks a Fund's Brand
The passively managed ETF now has $2.53 million in AUM...
MutualFundWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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Corcoran Signs On As an RPS VP
The new hire is a Coherent alumnus...
401kWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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A Peach State Sales Vet Joins Nationwide
The new hire is a MassMutual alum...
401kWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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Near Orlando and Cincinnati, a $104B-AUA Duo Sell
A Midwestern wealth management RIA snaps up a pair of institutional consulting shops...
401kWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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An AZ Fund Firm Moves Down the Street
The asset manager's new HQ will open next week and could accommodate up to 30 or 40 people...
MutualFundWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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An Enterprise Iron Alumna Joins TRPC
The NYC metro hire will serve as TPA engine relationship manager at the Nashville firm...
401kWire.com -
Thursday, February 1, 2024
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Reader Rating: 1
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Seven Months Post-Merger, Two Chiefs Leave a Fund Distro Giant
The private equity-backed firm had more than 1,250 employees and more than 6,300 clients after the deal closed last year...
MutualFundWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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A Lone Star EdgeCo SVP Exits
The executive previously led the acquirer's PEP efforts...
401kWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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A $3B-AUA RKer Hits a Trio of High Water Marks
Watch for the provider's chief to continue expanding his team in 2023...
401kWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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Oldroyd Picks Roy's JPMAM Successor
A 12-year company veteran takes over as chief retirement strategist at the Gotham DC I-O...
401kWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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Mr. Market Boosted Fund Firms By 9 Percent In January
All 15 publicly traded U.S. mutual fund firms tracked by MFWire saw their share prices rise last month as markets rose. Yet nearly all of them are down since 2021...
MutualFundWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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Next Up For PensionPlus: More Allies, Capital, and Staff
Shlomo Benartzi talks about what he's working on at his retirement income startup...
401kWire.com -
Wednesday, February 1, 2023
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Reader Rating: 1
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ICI Replaces GMM, And ...
The mutual fund industry trade group's team is launching a pair of new conferences this year and rebranding another...
MutualFundWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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Search 5500s, Through a 401k Loan Insurance Specialist
A new, free-to-the-public site offers another tool for digging into retirement plan sponsors' regulatory filings...
401kWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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A $1.1T-AUA RKer Simplifies Its Brand
The provider's chief puts financial wellness front and center as context for streamlining the name...
401kWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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A Fiduciary Leader Joins a 401k Fintech Firm
The Philly area exec previously worked with a Gotham State RKer...
401kWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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As an RIA Sells, Two Cali KPAs Team Up
The duo recently launched their own shop and teamed up with a KPA network...
401kWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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10 Years, 5 Stars, $937.5MM In AUM
A liquid alts shop's team celebrates a big milestone for one of their offerings...
MutualFundWire.com -
Tuesday, February 1, 2022
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Reader Rating: 1
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Almost 41 Years In, a Fundster CEO Passes the Reins
The new chief has spent 21 years within the family of companies...
MutualFundWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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What We're Wishing for in 2021
A reader reflects on 2020 and looks ahead...
401kWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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A Veteran DC I-O Chief Joins a $241B-AUM Firm
The exec previously led defined contribution investment-only efforts at three different asset managers...
401kWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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NFP Buys a 22-Year-Old KPA Shop
The PE-backed insurance brokerage recently acquired a Midwestern retirement plan advisory firm...
401kWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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Week In Preview, February 1 - February 7
This week, the teams at EBRI, Franklin Templeton, IIC, Vestwell, and Wagner Law Group are hosting online events...
401kWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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Week In Preview, February 1 - February 7
This week, the teams at FSI and MFDF are hosting online events, and several publicly traded asset managers are releasing earnings reports...
MutualFundWire.com -
Monday, February 1, 2021
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Reader Rating: 1
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Two Years In, a Channel Chief Leaves Am Century
The exec previously worked with Envestnet and a wealth management firm...
MutualFundWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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Three Key, Multi-Decade Principal Vets Depart
Word is that many other long-tenured employers are also leaving the bundled provider...
401kWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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Francolini Promotes as a 37-Year Hancock Vet Retires
A 22-year industry veteran is rising to succeed the departing executive...
401kWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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Paul Swanson Hires in GA and MN
CUNA Mutual Retirement Solutions' intermediary distribution chief fills a pair of wholesaling positions on his team...
401kWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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ETF Titans Lead an Award Race
The winners will be revealed at a dinner next month...
MutualFundWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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GRPAA's Scion Returns
An exec from a familiar family returns to SoCal and rejoins KPA network's home office team...
401kWire.com -
Friday, February 1, 2019
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Reader Rating: 1
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After Hiring in the Fall, a Tennessee KPA Shop May Expand Further
The latest addition is a CUNA Mutual veteran...
401kWire.com -
Thursday, February 1, 2018
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Reader Rating: 1
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Reynolds Reorgs and Rebrands His Original Putnam Flagships
The Beantown fund firm's chief continues to shake up its lineup, this time with fund mergers and name changes...
MutualFundWire.com -
Thursday, February 1, 2018
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Reader Rating: 1
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T. Rowe Welcomes an EBRI Vet
The new hire joins the retirement and financial education team at the publicly traded asset manager...
401kWire.com -
Thursday, February 1, 2018
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Reader Rating: 1
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At BlackRock, a 401k Vet Prepares to Retire
Next month, a longtime defined contribution industry insider will move on from the world's largest asset manager. Yet don't expect him to rest on his laurels just yet...
401kWire.com -
Thursday, February 1, 2018
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Reader Rating: 1
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"Rationalization: the Sequel" Plays at Morgan Stanley
The wirehouse is again making big cuts to its fund platform, and a threequel may not be too far away...
MutualFundWire.com -
Thursday, February 1, 2018
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Reader Rating: 1
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Hancock Shakes Up Its TDF Suite
The insurer's mutual fund arm is rebranding and repricing three suites of 401k-friendly funds...
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Principal Takes a Cultural Perspective to 401k Savings
Principal continues its efforts to provide retirement savings resources specifically for Hispanic plan participants. ..
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Filings for Fundsters - February 1, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Pantheon Offers New Pricing Options
Pantheon has made performance based pricing available to part of its defined contribution services. ..
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Mercer Advisors Integrates Envestnet's Platform
The companies have partnered on the new initiative. ..
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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New Management Revamps Quakers' Business Model
A Berwyn, PA-based firm tweaks its distribution approach and launches a new business model...
MutualFundWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Oregon's SARP Wants to Hire at Ascensus
Ascensus has posted new job opportunities to help in its oversight of the Oregon Retirement Savings Plan. ..
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Hunting For Pimco's Future, Without an Allianz Global Investors Merger
In an interview with Bloomberg, the boss of Pimco's new boss drops hints as to where she wants the fixed income giant to go next...
MutualFundWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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Empower Launches a New QDIA Plan
The program takes a multi pronged approach by using default solutions and managed accounts over time. ..
401kWire.com -
Wednesday, February 1, 2017
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Reader Rating: 1
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A Neuberger Vet Takes a Key Advisor Channel Role
The 13-year veteran of the Gotham fund firm's institutional business previously had a top research role in the advisor solutions group...
MutualFundWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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An Ex-SEC Champ Returns to Fund Law
A former top mutual fund industry regulator joins an international law firm's unit that works with fundsters...
MutualFundWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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ExpertPlan's Ex-CEO Wins Outside The 401k Space
A 401(k) technology specialist and industry veteran moves into another sector...
401kWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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RayJay Makes Another KPA Footprint in the Tar Heel State
Four advisors team up at Raymond James in North Carolina. ..
401kWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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Hancock Helps KPAs Review
The bundled provider makes a new service available through its advisor website. ..
401kWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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An ETF Strategist Launches Its Own Dynamic QDIAs
The MA shop also puts two of its other strategies in CIF form to be DC-friendly. ..
401kWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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2015 Was a Pretty Pivotal Year in the Mutual Fund Biz
Casey Quirk looks back at last year and ahead to the rest of 2016 and beyond. Meanwhile, fees fall...
MutualFundWire.com -
Monday, February 1, 2016
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Reader Rating: 1
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Three Things to Know From Legg Mason's Earnings
Top execs at the beleaguered multi-boutique asset manager talk about their fiscal Q3 2013 results...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Thornburg Adds More R Shares
The asset manager has added retirement share classes to two of its funds...
401kWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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CPI's Sales Team Expands
The CUNA Mutual subsidiary adds three regional VPs...
401kWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Malcolm Gladwell Helps TD Attendees Bridge the Baby Boomer-Millennial Gap
Speaking at TD Ameritrade Institutional's national conference, the bestselling author asks, just how do you relate to the networked generation?..
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Stork and Reaper For the Week of January 28, 2013
Read up on the latest mutual fund product changes!..
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Bob Reynolds Shakes Up His Asset Allocation Team
Four people will now co-head the Putnam unit...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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A West Coast Alt Fund Shop Hires a Marketing Chief
Updated | An alternatives mutual fund shop adds a managing director...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Fidelity Wins a $3.4B Plan from Hewitt
A technology giant and its 50,000 participants switch recordkeepers...
401kWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Alliance Benefit Group Searches For a Chief
The alliance of independent RKers and TPAs is about to make a change at the top...
401kWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Who Runs the Ten Largest ETFs?
InvestmentNews has an answer...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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"Time Will Tell" Whether Vanguard's MSCI Shift Has Been a Mistake
A business newspaper ponders low cost mutual fund giant's big index shift...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Fido Readies a New North Carolina Home
Employees down South are moving into a new office...
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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Gross' Latest Gets the Usual Press Smorgasbord
It seems everyone gets in on the Gross coverage. ..
MutualFundWire.com -
Friday, February 1, 2013
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Reader Rating: 1
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UBoC Exits the Retirement Space
It is selling off its institutional trust business to U.S. Bank...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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An FRC Exec Joins Boston Financial
Boston Financial's new research director is.....
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Wasatch Targets Retirement Plans
The fund firm has unveiled institutional share classes targeting retirement plans and other institutional investors...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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AMG Beats Estimates, Yet Its Mutual Fund AUM Slips
The Beantown acquirer of asset managers releases its latest earnings report...
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Legg Mason Calls for 401k Innovation and Over-Communication
The Legg Mason Retirement Council's latest white paper is calling to action industry participants including plan sponsors, advisors and plan providers...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Commonwealth Preps a Private-Label 401k Advisor Platform
The indie B-D hooks up with a retirement plan reporting specialist...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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A B-D Network Plans to Connect its Advisors to RPAG
The NFP subsidiary lands an alliance with a group of four indie B-Ds...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Putnam Names a Strategic Accounts Chief
The firm is making a few changes to its sales and marketing teams to focus on wirehouses and b-ds...
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Larry Petrone Finds a New Home
He takes up a familiar role with a Northeast rival...
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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ASPPA Unveils 403(b) Standards
The industry trade group teams up with two others to address participant disclosure in the 403(b) space...
401kWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Will Macquarie Buy Delaware a Sibling?
The Australian investment bank reportedly enters the bidding for a big asset management biz...
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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An Investing Pub Highlights American Funds' and Janus' Woes
The Motley Fools notes two mutual fund firms struggles with asset flows last year. ..
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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Mansueto Invests in a New Venture
Morningstar's chief is putting his money where his mouth is...
MutualFundWire.com -
Wednesday, February 1, 2012
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Reader Rating: 1
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CapTrust Gets Advice From a Chief Investment Officer
The North Carolina-based advisory firm expands its advisory board...
401kWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Ariel Makes a Discovery
The Chicago firm launches its first mutual fund in more than five years, raising its mutual fund count to four...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Mirae Hires a Pru Alum
The latest hire at Mirae will focus on bolstering ties with b-ds, banks and supermarkets...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Who Are the Best of the Best Retirement Plan Advisors?
The 401kWire is pleased to reveal the Top 60 Advisors in Defined Contribution Industry for 2011...
401kWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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AMG Bigwigs Will Take on Broader Roles
A trio of AMG execs will take on additional duties effective May 24...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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DC Plans Held $4T in Assets Last Year
A new ICI report says DC plans held $4.2 trillion in assets last year...
401kWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Brandes Joins the Emerging Markets Party
The San Diego-based value specialist launches an emerging markets fund...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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An ExpertPlan Exec Departs
The industry veteran is now with DST Retirement Solutions...
401kWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Asset Managers Are Not Mobile Enough
A new survey finds that asset managers need to improve their mobile strategy...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Boston Advisors Enters the Mutual Fund Business
The institutional and private client investment management firm yesterday unveiled a mutual fund product...
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Van Eck Suspends Creation Orders of its Egypt ETF
Amid the upheaval in Egypt, which has forced its stock exchange to close for an undetermined period, Van Eck Global is suspending creation orders of its Egypt ETF..
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Large Money Funds Beat $1 Shadow NAV
How are money market funds doing with the new regulation?..
MutualFundWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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Meet the Most Influential People in Defined Contribution for 2011
Who are the people shaping the defined contribution industry? ..
401kWire.com -
Tuesday, February 1, 2011
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Reader Rating: 1
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SSgA Crowns its Cash King
SSgA taps a former BlackRock exec to run its cash business...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Invesco Execs Say Deal is On Track to Close by Mid-Year
Invesco's top honchos gave an update on their purchase of Morgan Stanley's retail asset management business...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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What are Borzi, Ferguson and Reynolds Doing in the Same Room?
The heads of EBSA, TIAA-CREF and Putnam are gathering in Washington tomorrow...
401kWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Regulators Wonder Why Plan Sponsors and Participants Aren't Boarding the Retirement Income Train
The DoL and Treasury want your thoughts on lifetime income. Meanwhile, EBSA grows...
401kWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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AMG Opens its Wallet Again
Affiliated Managers Group has made another acquisition...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Baltimore Goes Back to its Old Provider
The city of Baltimore returned to its former provider in December...
401kWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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A Multi-Billion-Dollar 401k Investment Partially Unfreezes
Updated | A bundled provider makes its first across-the-board distribution from a separate account frozen at the beginning of the financial crisis...
401kWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Eaton Vance Names its New Head Marketer
The Boston fund firm finds a new chief marketing officer after a nearly year-long search...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Abby Johnson Prepares to Step into the Spotlight
A look at what's coming up this month in the fund world...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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MSSB is Shifting to Institutional Fund Shares
The wirehouse will be able to offer a simplified fee structure in its fee-based programs...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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A Truce for the Farmer and the Cowman: No-Load and Load Funds Live Side-by-Side.
Changes in how financial advisors are compensated and in how brokerage firm's sell funds have changed the industry, reports the WSJ...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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WSJ: ETFs Not All Sugar and Cream
The much ballyhooed ETF may have an Achilles heel after all. The WSJ finds smaller and niche funds could cost investors...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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The Very Best Active Managers May Earn Their Fees
While the WSJ points to three studies that knock active portfolio managers, one of the papers holds out some hope...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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Will More Funds be Paying Rent Overseas Soon?
Wasatch, Scout Funds, Waddell & Reed and Thornburg all talk to the WSJ about their future plans for opening -- or not opening -- foreign offices...
MutualFundWire.com -
Monday, February 1, 2010
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Reader Rating: 1
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More Plan Sponsors are Relaxing Eligibility Rules
The number of employers that are permitting workers to participate in 401k plans within three months of their start date continues to rise...
401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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403b Documents—Who Can Sign on the Dotted Line?
An industry consultant navigates the new non-profit plan maze.
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401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Claymore to Cut 11 ETFs from its Lineup
Claymore Securities is liquidating 11 of its 36 ETF portfolios...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Nationwide Skips the Super Bowl
The Columbus, Ohio company, which bought national ad spots in the 2006 and 2007 Super Bowls, will not show a commercial during Sunday's game...
401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Rainier Fund to be Adopted
The Rainier Large Cap Equity Growth will have a new foster home in the spring...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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GM Stock Drop Settlement Clears One Hurdle
A federal judge gives her intial stamp of approval to a $37.5 million resolution to the lawsuit.
..
401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Introducing the Yellow Pages, Retirement Plan Advisor-Style
An online marketer unveils a new site to help sponsors find intermediaries.
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401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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ASPPA and NIPA Enjoy Some Fresh AIRE
The two trade groups create an institute to train recipients of a new IRS designation.
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401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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SEI Lands New Client for WM Solution
Frost, a subsidiary of Cullen/Frost Bankers, has signed on to use SEI's global wealth services solution...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Gallagher Closes Pittsburgh Buy
The Itasca, Illinois-based insurance brokerage finalizes a deal bringing in an institutional firm.
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401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Search the Southern States for the Right Job
This week we scope out opportunities in Georgia and Maryland...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Newport Hires in the Northeast
The Florida-based provider has a new regional director covering the Northeast...
401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Evergreen Makes Former Treasurer a Member of the Board
Carol Kosel, formerly the treasurer for Evergreen's fund administration division, is now a member of the board of trustees...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Fido Gets a Bit Slimmer
Fidelity is laying off about 250 staffers, including employees previously part of FESCo.
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401kWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Fido Cuts Former FESCo Units Deeper
Fidelity will cut another job from its employer services unit...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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A Janus Skipper Gets Press for Overseas Bargain-Hunting Spree
The manager of the Janus Overseas Fund is in the spotlight in Friday's Wall Street Journal Fund Track column...
MutualFundWire.com -
Friday, February 1, 2008
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Reader Rating: 1
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Large Plan Sponsors Like Auto Plans, Roth 401ks
The mega-plan recordkeeper shares the results of a client survey. Auto plan features and Roths are popular changes as sponsor take another look at their retirement programs...
401kWire.com -
Thursday, February 1, 2007
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Reader Rating: 1
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Power Flips Switch of On-Again, Off-Again Deal
The Canadian financial firm officially signs off on its purchase of an American mutual fund giant.
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401kWire.com -
Thursday, February 1, 2007
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Reader Rating: 1
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New ExpertPlan CEO Talks Strategy
Julian Onorato, newly promoted to the top job at the New Jersey-based outsourced recordkeeper, discusses the company's plans for the year...
401kWire.com -
Thursday, February 1, 2007
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Reader Rating: 1
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Ameriprise Joins Roth Ed Bandwagon
The bundled plan provider and former retirement arm of American Express is adding Roth eduction and tools...
401kWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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Russell Reorgs 401k Team
The manager of managers is repackaging its efforts to better exploit its reputation as an asset allocator...
401kWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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TCW Excommunicates Galileo
The last pope may have forgiven Galileo, but that is not helping his case with TCW. The L.A. asset manager is dropping the Galileo name from its mutual funds as part of a strategy to boost sales and widen its distribution network, says CEO Alvin Albe...
MutualFundWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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Lost Westchester Plan Needs an Administrator
The DoL is seeking an administrator to oversee the return $182,000 held by a defunct New York metro area plan to its participants...
401kWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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Utah Plan Adds Schwab PCRAs
Utah state workers are now able to purchase nearly any security through their DC plan...
401kWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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Northwest Freezes DB Plan
The airline in entering into the final phase of its shift to a DC plan...
401kWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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Vanguard To Launch New Equity Fund
Vanguard said Wednesday it plans to roll out a new equity fund that will pursue small-cap U.S. stocks...
MutualFundWire.com -
Wednesday, February 1, 2006
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Reader Rating: 1
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AmEx Sheds Funds, Advisors
Will the move affect American Express' proprietary fund sales?..
MutualFundWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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AmEx Sends AERS Packing
American Express sheds more than its 12,000-strong advisor workforce. Another million participants are on the move...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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AIM Targets TPAs with New Product
AIM Investments has rolled out a new bundled product as it cozies up to TPAs...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Bisys Adds Direct Mail Tool
The provider takes another tack with participants...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Fewer Participants are on Amvescap's Rolls
The Atlanta-based plan administrator faces challenges but no deal is yet consummated...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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The Line of Reported Mellon Suitors Grows
With the ACS deal off the table, Mellon is thought to be lining up a longer list of suitors for its HR&IS unit...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Seven Sign with Education Provider
The enrollment kit provider also expands its service offering for smaller clients...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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ICMA Plans to Rebrand
The Washington, D.C.-based provider swaps its public image...
401kWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Wasatch Reorgs Investment Team
Wasatch Advisors is adding more structure to its investment team. Founder Sam Stewart will manage the firm's research team as chief investment officer, while Robert Gardiner will focus on research itself as the firm's director of research...
MutualFundWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Nuveen Stakeholder Considers Sell-Off
Executives at St. Paul Travelers, owner of a 79 percent stake in Nuveen Investments, are considering "explor[ing] strategic alternatives" with its share of the money manager, reports the Wall Street Journal...
MutualFundWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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ETF Giant Intros Socially-Responsible Fund
Barclays Global Investors has rolled out a socially-responsible ETF based on Boston-based KLD Research & Analytics' KLD Select Social Index. The fund has an expense ratio of 50 basis points...
MutualFundWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Marsh Cuts an $850 MM Deal with Regulators
As Marsh settles with regulators, rumors abound that "preliminary talks" are underway at Putnam to make a split from its parent...
MutualFundWire.com -
Tuesday, February 1, 2005
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Reader Rating: 1
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Fund Earnings Drought
The numbers are coming in for 2001 results at public fund firms. They are not good.
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MutualFundWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Janus Taps Bisys
The fund firm has two new international fund families. Eaton Vance also taps Bisys...
MutualFundWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Jessie Jackson Leads Enron 401k Bus Trip
T. Rowe Adds Advisor Shares ... How Big a Problem is Company Stock? ... Enron Employees Sue Execs Over 401k, Again...
401kWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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T. Rowe Adds Advisor Shares
How Big a Problem is Company Stock? ... Enron Employees Sue Execs Over 401k, Again ... Jessie Jackson Leads Enron 401k Bus Trip.
..
MutualFundWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Dotcom Fund Firm Dotbombs
A fund complex built around the net has taken its funds off the market...
MutualFundWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Bush Unwraps 401k Reform
President Bush today outlined his plan to reform the 401k system in wake of Enron. It contains key differences from the Democratic plan.
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401kWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Sponsor Moving $900 Million Fund
More than $900 million is on the move. The choice managed by the outgoing manager lost money in Enron paper.
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401kWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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Tech Council Taps Vendor
A trade association has selected a 401k vendor for its member companies...
401kWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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ExpertPlan Targets One Person Plan Market
Another firm throws its hat into this niche.
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401kWire.com -
Friday, February 1, 2002
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Reader Rating: 1
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February 1, 2001
Schwabbies Back On for Fridays ... Utility Fund Investors Get Nervous .. SSB Citi to Drop SSB ... AEFA Funds Lose $1 billion ... The Euro Tech Fund Manager Shuffle.
..
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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February 1, 2001
Schwabbies Back On for Fridays ... Utility Fund Investors Get Nervous .. SSB Citi to Drop SSB...
401kWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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DC Head Moves Up
The story mistakenly reported that Minnisota Life's Randy Wallake is being groomed to take over the CEO spot from Robert Senkler, who is thought to be nearing retirement. A spokesperson for the firm clarified that this assertion is false...
401kWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Strong Gets Advice
The bundled vendor has optimized its advice situation. ..
401kWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Harbor Fund Goes Global
Harbor Fund launches global equity fund...
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Who Are Those Guys?
Real Estate giant Lend Lease is dipping its toes into the fund business. How far will it go?..
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Amvescap Shuffles Execs
AIM head gains oversight of both of parent's firms...
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Tune In!
Tune to Business1060.COM on the Web (or if you are in Boston 1060 AM) to hear the MutualFundWire.com's Tamiko Toland discuss the impact of the SEC's new after-tax reporting rules. The program starts at 2 p.m. EST.
..
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Northern Trust Trumps It Up
The bundled provider steps up its Web-site and looks toward the future...
401kWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Location, location, location
Barclay offers the first ETF for Real Estate Sector...
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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New Bud on Evergreen
A narrowly-invested fund harnesses a whole team of managers...
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Stork to Visit Turner
A trio of new offspring and one foundling add up to a new family for the Philly firm...
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Teamvest RPS Turns Down Suitor
The North Carolina-based defined contribution services provider is entertaining suitors, but this one was not a match...
401kWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Round One!
NJ firm steps out of the retail mutual fund prizefight but vows to return. ..
MutualFundWire.com -
Thursday, February 1, 2001
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Reader Rating: 1
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Franklin Fund Reopens
Franklin Templeton is reopening a fund that has been having lackluster performance...
MutualFundWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Wiring to a 401k Plan
Officials with Bolivar, Ohio-based Cable Manufacturing & Assembly, manufacturer of mechanical cable, are considering whether or not to start a new 401(k) plan for its employees, a source close to the situation told the 401kWire.com. Currently, the plan sponsor offers a profit-sharing plan and has 200 employees...
401kWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Merrill Lynch Lures EC Expert From Strong
Strong Funds' Web head will be joining Merrill Lynch's Asset Management Group as global head of e-business...
MutualFundWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Cigna Enlightens Participants
Cigna retirement services says it will be offering its customers financial advice and education through a consulting service and a mutual fund "tracking" service...
401kWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Franklin and Oppenheimer Funds Added to VA
An Allstate subsidiary will be adding Franklin Templeton and Oppenheimer offerings to its annuity product...
MutualFundWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Odd Lots, February 1, 2000
Syndicated loans used by Kampen and Pilgrim ... Tech favored over bonds ... Orbitex is the biotech leader ... Funds find success in subscription periods ... Who bought Loans.com?..
401kWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Odd Lots, February 1, 2000
Syndicated loans used by Kampen and Pilgrim ... Tech favored over bonds ... Orbitex is the biotech leader ... Funds find success in subscription periods ... Who bought Loans.com?..
MutualFundWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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Mmm, Mmm Good
Camden, New Jersey-headquartered Campbell Soup Company (NYSE: CPB) is in the finalist stages of picking a new provider for its 401(k) plans, a source with knowledge of the plans told the 401kWire.com...
401kWire.com -
Tuesday, February 1, 2000
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Reader Rating: 1
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This Market's Changed, Get Over It
The market for new plans is saturated, and sponsors are happy, so what's a 401k salesman to do? A new column from the 401k front lines gives the insiders answer...
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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Is Financial Engines an Internet leader?
Financial Engines is bigger than the 401(k) business, according to the Industry Standard. In a
piece entitled "The Next Generation", the publication, which bills itself as "the newsmagazine of the Internet economy," claims that the Palo Alto-based firm is leading the way for financial services on the Internet...
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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Bentana Technology Releases New Software Version
Bentana Technologies, Inc. has released BenefitsXtra™ Version 3.2. The on-line HR, benefits and payroll administration software includes administration services for both fully insured and self-insured plans, COBRA eligibility tracking, event management, consolidated and retroactive billing, integrated payroll services.
..
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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Galliard Capital Adds Clients
Galliard Capital Management added 17 new clients in 1999, according to the firm's client letter. This new business is coming in the door at a time when many stable value firms are turning to other business due to weak demand for stable investments among 401(k) clients.
..
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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Short Takes
Galliard Capital adds clients. Bentana Technology releases new software version. Is Financial Engine's an Internet leader?..
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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Y2K Factors in Freightliner's Decision
Portland, Oregon-based Freightliner Corp., a subsidiary of the German company Daimler (NYSE: DAJ), has selected Towers Perrin to provide recordkeeping services through its new pension calculator system...
401kWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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MutualFundWire.com -
Monday, February 1, 1999
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Reader Rating: 1
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