|
News Stories Archives - Since 1998
|
Column Wins 2024 With $4.219B
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
Stubblefield Will Lead an Income DC I-O's Aggregator Channel
The new hire most recently hailed from a Lone Star State fund firm's sales team...
401kWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
Redstone Rises At a Midwestern RKer
The promotion comes five years after the sales executive joined the retirement plan provider...
401kWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
McCarthy Plugs Income TDFs Into a Midwestern RKer Giant
The move comes shortly after the DC I-O team celebrated a pair of milestones for the retirement income target-date fund solutions...
401kWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
Magoon Tweaks a $213MM-AUM Duo
The Amplify is making a number of changes to a pair of ETFs as they prepare to liquidate a third...
MutualFundWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
As 2024 Ended, Two PEP RIAs Combined
The two firms have a total of more than $514 million in retirement plan AUM...
401kWire.com -
Wednesday, January 29, 2025
-
Reader Rating: 1
|
3 Years In, a Startup Adds 3 Corporate Bond ETFs
The West Coast fund firm's team now offers 23 ETFs in total...
MutualFundWire.com -
Monday, January 29, 2024
-
Reader Rating: 1
|
A Madison Dearborn Alum Joins Great Gray
The CIT specialist's new hire hails from the Midwestern PE firm...
401kWire.com -
Monday, January 29, 2024
-
Reader Rating: 1
|
A Midwestern RKer's Parent Expands Its Brand, And ...
The insurer's name refresh also includes an updated logo and website...
401kWire.com -
Monday, January 29, 2024
-
Reader Rating: 1
|
Week In Preview, January 29 - February 4
This week, the teams at Broadridge, ERIC, and Spark will host events...
401kWire.com -
Monday, January 29, 2024
-
Reader Rating: 1
|
Week In Preview, January 29 - February 4
This week, the MFDF team will host an event, and several publicly traded asset managers will release earnings reports...
MutualFundWire.com -
Monday, January 29, 2024
-
Reader Rating: 1
|
Despite Rising Outflows, These Funds Had a $513B Year
The M* team updates U.S. flows data for December 2020 for money market mutual funds...
MutualFundWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
A Small-Market RKer Preps New Lenses For Participants and Sponsors
The provider rolled out a new site last year for its KPA allies...
401kWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
A National KPA RIA Buys a PA Retail Shop
The acquiree, a wealth management RIA has more than $800 million in AUA...
401kWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
ADP and MassMutual Sales Alums Join Transamerica
Darren Zino makes a trio of hires on the recordkeeper's mid-market retirement plan sales team...
401kWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
An Alts Giant Circles an $809MM Fund Firm
The deal is expected to close later in Q1 2021...
MutualFundWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
Levenson Hires a Key MassMutual Vet
A trade group's new hire spent more than 25 years at recordkeeper and a predecessor company...
401kWire.com -
Friday, January 29, 2021
-
Reader Rating: 1
|
Meet Envestnet's New Chief Fundster Ally
The promotion comes after a top exec left and took over another firm's investment business...
MutualFundWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
ERISA-Related Lawsuits Beg the Question: How Much Is Too Much?
A reader ponders 401(k) fee lawsuits...
401kWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
The Latest ABG Sale May Expand the Alliance
John Blossom talks about why he's selling his practice and what's next...
401kWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
Two Decades In, EFE Takes an Alliance Up a Notch
The 401(k) managed account and advice giant will now offer financial planning to a longtime ally's participants...
401kWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
Epic Will Buy a 600-Client Biz
The Empire State RKer agrees to a deal with a Prairie State shop...
401kWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
BlackRock and M* Win For AM Research
Yet a trio of professors landed the top prize, which is named after a Nobel prize-winning economist...
MutualFundWire.com -
Wednesday, January 29, 2020
-
Reader Rating: 1
|
BlackRock Hires a Former Galliard Principal
The exec now serves as a director of U.S. institutional DC at the world's largest asset manager...
401kWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
Bridge Builder Won Proportionately Last Year, But Not In December
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
How Asset Managers Can Organize to Better Use Sales Data
Jill Santandreu of MARS explains why five different sides of fundsters' C-suites need better data...
MutualFundWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
PSCA Certifies Professional Plan Sponsors
Updated | The plan sponsor trade group will launch a designation program at its annual conference this spring...
401kWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
A Pacific NW KPA Team Reaches Into Texas
One of the shop's own is also on the rise...
401kWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
Fink Bets On a Healthcare Startup
The BlackRock chief is one of the individual investors investing in a four-year-old Seattle startup...
MutualFundWire.com -
Tuesday, January 29, 2019
-
Reader Rating: 1
|
Davison Anoints a OneAmerica Ret Chief ... For Now
Pat Foley is no longer leading the retirement services business for the Midwestern insurer...
401kWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
First Trust and Bridge Builder Lead the Monthly Pack, Again
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
Bridge Builder Dominated 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
Valic's Cheyne Keeps Hunting in the Midwest
Earlier this month he hired a biz dev VP in central Ohio...
401kWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
Voya's Personalized Participant Video Voyage Begins
The publicly-traded provider upgrades its online communications with participants after a similar rollout for plan sponsors...
401kWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
Week In Preview, January 29-February 4
Ascensus is about to seal its ninth deal of the past year...
401kWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com -
Monday, January 29, 2018
-
Reader Rating: 1
|
OKCC Searches for a 403(b) Consultant
Oklahoma City Community College seeks an investment consultant...
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
A Third Partner Joins an Asset Management Recruiting Shop
A Gotham executive search firm that specializes in supporting mutual fund shops and other asset managers just welcomed an institutional distro vet...
MutualFundWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
IMCA ICC 2016 Begins
Hundreds of investment consultants and other industry insiders are about to converge on the Big Apple for the trade group's annual investment consultants conference...
MutualFundWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
A Hancock PM Leaves a $1B Trio of Funds
The changes are slated for March 1...
MutualFundWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
Next Week House Republicans Will Weigh Two Anti-Fiduciary Reg Bills
The House Education and Workforce Committee will hold a hearing on Tuesday...
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
Two RIAs Confer and Create a KPA Alliance
A partner at one of the firms says that six more firms are "looking to join."..
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
This Wholesaler Makes an Epic Sales Leadership Transition
A former Epic Advisor wholesaler joins another recordkeeper to lead sales...
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
The Fiduciary Reg Is Now in The OMB's Hands
The Department of Labor is nearing the final stages for the fiduciary regulation update...
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
Garden State KPAs Sprout Indiana Leadership
The new hire will lead an office in South Bend. ..
401kWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
Great Scott! UMB's Ex-Chief Joins a Brokerage
He's a Fidelity veteran who more recently oversaw the mutual fund back-office shop and the proprietary mutual fund shop at the Midwestern bank...
MutualFundWire.com -
Friday, January 29, 2016
-
Reader Rating: 1
|
For Your Participant-Facing Advisors
Do you, or any of your team members, do meetings with your clients' participants? A key advisor ally has a new tool for just such an occasion...
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
Calamos' Outflows Fall, And Alts Rake It In
AUM, revenue and earnings at the Midwestern mutual fund shop are down, but so are net outflows...
MutualFundWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
Introducing a Bigger BMO GAM U.S.
In 2014, Barry McInerney made lots of additions to his fund lineup and doubled his sales force. 2015, he says, will be about introducing the brand and those new funds to the marketplace...
MutualFundWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
Two Michigan KPAs Launch a RIA
Two 401(k) plan advisors launched a brand new RIA in the Wolverine State!..
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
A SoCal TPA Buys in the OC
The combined shop works with more than 3,500 retirement plans...
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
$6.5 Trillion in 2020
Cerulli predicts private defined contribution asset growth over the next five years...
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
Giordano Hires a Transamerica Alum
Securian welcomes a retirement plan wholesaler in the Midwest...
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
$91,300 and Counting Per Participant
That's how much the average 401k participant had in their account on December 31, a two-percent increase...
401kWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
As Expected, Russell's On the Block Again*
Reuters' report that the LSE is keeping Russells' indexes and selling the manager of managers shouldn't surprise too many fundsters. But who will buy, and will they pay $1.4 billion?..
MutualFundWire.com -
Thursday, January 29, 2015
-
Reader Rating: 1
|
Higher-Ed Sponsors: Consolidating RKers Is a No-Brainer
401kWire delves into the benefits of consolidating 403b recordkeepers for higher education institutions. ..
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
401k Insiders See No Silver Bullet in Obama's myRA
The president's ideas for a voluntary, government-sponsored Roth IRA account probably won't have a big effect overall, 401k insiders say. ..
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
Plan Sponsors Can Make a Lifetime Income of Difference to Participants
...So shows a new white paper by TIAA-CREF. ..
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
TD Ameritrade's 2014 Advisor Shindig Begins
As thousands of financial advisors do their annual migration south, think green...
MutualFundWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
Americans Will Fight For the 401k Tax Advantage
... even if they don't have a 401k...
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
Senators Propose an MEP 401k Boost
Members of the Senate's Special Committee on Aging tabled the bill. ..
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
OneAmerica Channels TIAA-CREF
...and looks to firm its grasp on the non-profit sector...
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
The Target Date Performance Puzzle
M* sees the worm turn when it comes to which TDFs are performing best...
MutualFundWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
Obama Unleashes His Retirement Vision
The president used the State of the Union address last night to touch on a retirement agenda he dubs MyRA. ..
401kWire.com -
Wednesday, January 29, 2014
-
Reader Rating: 1
|
RPAG Consolidates Its Tools and Adjusts Its Pricing
Watch for the 401(k) Advisors sibling and NFP subsidiary to shift to a more closed network model, too...
401kWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
BlackRock Caps Fees on Two Funds
The funds were launched in November...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Gundlach Ponders a 2014 Soft-Close For His Flagship
The DoubleLine CEO says the move is necessary to keep fund manageable...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Prudential Wins Back Two from Lincoln Financial
Both execs will help with sales push in government market...
401kWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Here Are Some More Ratio Changes from Vanguard
What's going up, and what's going down?..
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Five Funds Sign on a New Distributor
Distribution partner provides services starting April 1st...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Herrmann Makes a Mile-High Hire
Exec will handle sales of Colorado Tax-Free Fund and two national funds...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
A Morgan Stanley Alum Takes Over Ops at a Provider
The hiring comes as the recordkeeper prepares to transition to a new president, too...
401kWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Firm Seeks an Investment Marketing Manager
Candidate will manage the execution of investment marketing initiatives...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Legg Mason Board Could Pick CEO Today
The Board is meeting, and a choice could be made...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
What Conflicts of Interest Could Haunt Mary Jo White?
Even more on the "new sheriff" at the SEC, focusing on her potential conflicts of interest..
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Rogers Predicts a "Great Rotation: Money Coming Out of Bill Gross' Portfolio"
The top investing dogs at Gamco, Pimco and T. Rowe Price join other investing bigwigs in staring into their crystal balls and debating about what lies within...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Peltz Pares Down His Ownership in State Street
WSJ says stockprice has bounced thanks to cost cutting...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Barron's Snarks on ETF Anniversary
The ETF industry is turning 20, and while the NYSE brings the praise, Brendan Conway brings the sass...
MutualFundWire.com -
Tuesday, January 29, 2013
-
Reader Rating: 1
|
Grail Picks a New Sales Head, Plots a Sales Force Expansion
The San Francisco-based ETF shop is adding an external wholesaler and building an internal sales desk...
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
WisdomTree Plans to Shutter 10 ETFs
The New York firm is closing 10 of its 52 ETFs...
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
An Alabama RIA Treks Into the Fund World
A new player down South launches two new mutual funds...
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
UBS' Ex-Retirement Sales Chief Lands at an RIA
A new NRP member firm adds a DC veteran to lead its retirement plan efforts...
401kWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
BlackRock and Others Formally Advise Solis
The DoL adds five new members to the ERISA Advisory Council and changes its leadership...
401kWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
A Giant DC Provider Offers Intermediaries 'a Dozen Creative Sales Opportunities'
Updated | A DC RKer unveils a new offering for plan advisors, consultants and TPAs...
401kWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
An NRP Firm Spells 'M and A' With a 'W'
It is unclear what the deal means for the retirement plan practice...
401kWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
Grail Expands its Active ETF Roster
The San Francisco firm unveils two active bond ETFs...
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
AllianceBernstein Beats Back Accusations of Discrimination Retaliation
After eight months, a federal judge dismisses a lawsuit against the New York-based mutual fund firm...
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
SocialK Plans More Offerings This Year
The socially responsible retirement platform hopes to continue to grow its business and clients after an impressive 2009..
401kWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
Fund Companies Bounce Back
The Journal's Fund Track noted that four of the biggest fund managers made up for 2008's large losses..
MutualFundWire.com -
Friday, January 29, 2010
-
Reader Rating: 1
|
ING Cuts 135 from its Asset Management Staff
About 135 employees in ING's US asset management unit lost their jobs as part of broader cuts at the Dutch insurer...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
$3.29 Billion Flowed Out of AMG in Q4
The asset manager acquirer saw AUM fall $37 billion in the fourth quarter alone. Yet its chief still wants to buy...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Cohen & Steers Falls into the Red
AUM declines and earnings turn negative at the New York real estate fund specialists.
..
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
A Plan Provider Outsources its 403b Biz
Fresh off an acquisition, a DC provider turns to the Florida recordkeeper for help in the non-profit sector...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Hancock Plans to Continue its Fund Adoption Spree
The Boston-based investment manager is on the lookout for adoption prospects in the large cap core, domestic equity income and small cap areas...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
JPMorgan Hires Chase
The New York-headquartered bank's DC I-O unit fills a sales post in the Southeast. Meanwhile, the search continues for
a wholesaler to cover the Southwest...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
RiverSource Maintains Positive Income
Profits at Ameriprise's asset manager fell $96 million year-over-year...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
More Employees Digest Match Cuts
Another plan sponsor couples layoffs with a suspension of its DC contributions...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
The Participant Advice Questions Linger in DoL Limbo
The wider world catches on to the newly-released fiduciary clarifications and wonders whether or not they will stick...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
A Fund Outsourcer's AUM Falls By $27.5 Billion
Market depreciation hit yet another mutual fund-related firm last quarter...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Insurer Guides Sponsors Through New 5500
A provider reaches out with a guide, a handbook and a white paper as reporting changes loom...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Pru Hears a Who
Prudential Retirement and two other units at the insurer have launched a new ad campaign...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
One Client Pulls a Million Participants From DST
The outsourced recordkeeper suffered a major hit last year due to a single conversion away from TRAC...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
T. Rowe's Target Dates Draw New Inflows of $700 Million in Q4
Target date assets now account for 9.4 percent of the Baltimore fund firm's total AUM and 15.3 percent of mutual fund AUM...
401kWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
T. Rowe's Q4 Profit is Down 87 Percent
Mutual fund assets at the end of 2008 fell 21 percent from end-September and a third from the start of the year...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Six Execs Breach Pimco's Inner Circle
Bill Gross and Co. promote six to MD...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
DST Loses 1.8 Million Accounts Net in Q4
Despite strong conversions, the outsourced mutual fund administrators still felt the sting of the fourth quarter...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
Rebound at Invesco Catches the WSJ's Eye
In Thursday's WSJ Fund Track, Sam Mamudi notes how, after years of struggling, Invesco is holding its own among its peers...
MutualFundWire.com -
Thursday, January 29, 2009
-
Reader Rating: 1
|
New York Life Taps a New Taft-Hartley Sales Head
The Westwood, Massachusetts-based provider has appointed one of its own to replace John Santaguida, who will become CEO of McMorgan & Company...
401kWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Two Putnam Funds to be Under New Management
Jeffrey Knight and the rest of Putnam's global asset allocation team will assume interim responsibility for two funds...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Nationwide Taps Interim Funds Chief
Nationwide Funds has appointed an interim replacement for John Grady, who is leaving on Thursday...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
SEC Smites Heartland Over Bond Funds
The fund firm and five of its own must pay $3.5 million for allegedly mispricing bonds.
..
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Giovinazzo Wins Another Convert
A Mid-Atlantic retirement specialist joins the SoCal advisor's network and BD.
..
401kWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Pandit Wants Smith Barney to Stay Put
Vikram Pandit has taken a stand against the idea of breaking up Citigroup, including a spinoff of Smith Barney...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
New Chief Sits Atop ING Funds Distributor
An ING business development executive takes the reigns from fund sales chief Dave Bullock...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Morningstar Loses its Armour
A key figure in the Chicago firm's transformation from startup to a public company is retiring at the end of next month...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
T. Rowe Target Fund Assets Grew $12.7B in 07
Target date funds now represent 12 percent of total mutual fund AUM at the Baltimore firm...
401kWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Overlooked? II Passes Over Fund Titans for Power List
Just how out of favor is the fund industry on the Street? This month Institutional Investor Magazine takes the wraps off its new "Power 75" in its January edition and confirms that fund titans are not what they once were...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Ex-Pru Retirement Chief Rises to the Top at Legg Mason
A former 401k exec takes the reins from Chip Mason at the Baltimore fund firm...
401kWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Advisor Moves Into Forensic Territory
A Tar Heel State consultant launches a separate venture specifically designed to help out ERISA attorneys...
401kWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
American Century Gets Props for its Online Application Process
The Kansas City-based fund firm bested others in the online account opening experience, according to Corporate Insight...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
Legg is Betting on Fetting
Mark Fetting is pushing his chips all in as he takes over as Legg Mason's second-ever CEO. The move, announced Monday afternoon after a board vote, is the focus on Tuesday's WSJ Fund Track column...
MutualFundWire.com -
Tuesday, January 29, 2008
-
Reader Rating: 1
|
California Sponsor Not an International Exponent
The firm might dump one of its funds for poor performance.
..
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
Surveys Finds More Than Half of Sponsors Contemplating Default Switch
The proposed DoL rules are encouraging many large plan sponsors to change their default investment option, but many others already have...
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
Fido Preps Institutional Lifecycle Funds
An investment-only unit of the Boston Behemoth hopes to release the new product by the end of the quarter.
..
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
Tax Accountants To Serve As 401k Gateway
A Kansas City-based tax services company will serve as an entry point to 401(k) plans for a large retailer as a part of a new program...
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
Furniture Company Puts 401k Plan Front and Center
A Virginia-based firm has dropped its employee stock ownership plan...
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
How Deep is the Advisor Pool?
The magazine recently published an interesting list of the top retirement plan intermediaries, but the list is by no means complete...
401kWire.com -
Monday, January 29, 2007
-
Reader Rating: 1
|
401k Growth Restarted in 2003
The number of participants and plans increased last year as assets rebounded sharply...
401kWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
Eaton Vance Raises A Billion
By selling shares of a fund, the largest manager of US mutual funds designed to minimize taxes hits paydirt...
MutualFundWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
Fidelity Reopens Fund
Value fund closed since 1986 is now open for investments again...
MutualFundWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
Forward Funds Completes Conversion
The Pictet conversion is done...
MutualFundWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
SunGard Names Two New Managers
One of them has something in common with a famous actor/comedian...
401kWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
Old Line Retailer Shifting from DB to 401k
A company that helped shape DC plans is phasing out its defined benefit plan by sending new hires into its 401(k) instead...
401kWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
President Bush Talks At Fidelity
Bush scheduled to speak on the economy, observers say the fund company has its own interests in mind...
401kWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
SEC Targets MFS CEO
The embattled fund company's head could be temporarily banned from the industry...
MutualFundWire.com -
Thursday, January 29, 2004
-
Reader Rating: 1
|
Outsourced Recordkeeper Adds Two TPAs
After signing another nine in December, the West Coast firm now has 56 TPAs on board. It also recently bought out its VCs...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Merrill Readies New Small Plan Offering
The wirehouse will offer a new externally-administered product for its FCs. The partner (not Bisys) is looking for more deals like this one...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Delaware CEO Sees Growth Ahead
The new Chief seeks alliances to fill the advisor distribution channels with its strong-performing products...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
457 Taps Incumbent for Advice
Massachusetts did not stray far in selecting its investment advice provider...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
OppFunds Darling Sets Retirement
The fund firm has promoted on of its own to replace Darling as CIO...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Transamerica Promotes Hu
She takes portfolio management duties of one fund and will oversee $4.4 billion of fixed income assets...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
BabyMint Makes a Buy
The online promoter of college savings buys a Web-coupon company...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
mPower Says 2002 Growth Hit 30 Percent
The provider of Web-based advice says it added 119 plan sponsors in 2002...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Roye: SEC Wants Input
The SEC is seeking feedback on ways it can increase oversight of the industry...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
TrustLynx Pushes SBDAs
The firm will get the word out to TPAs at its client conference next week...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Donaldson May Face Confirmation Troubles
A report in the Washington Post lays out the Dems plan of attack to torpedo the nomination of Donaldson at the SEC...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Montgomery to Handoff Four Funds
The funds were not part of the sale to Wells Fargo. Bill Santos is following the funds to their new home...
MutualFundWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
Vermont Quarrier Declines Rock-bottom Pricing
Rock of Ages closes the provider search for its 510-participant plan, cites plan quality and participant services as key...
401kWire.com -
Wednesday, January 29, 2003
-
Reader Rating: 1
|
401(k) Plans Work
Now that plans are under attack it is time to remember why they are the capital accumulation plan of choice for Americans...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
State of the 401k (and the Union)
Washington is starting to buzz with speculation about the State of the Union content. Look for the DoL Enron report soon...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Sponsor Community Calls for Patience
A coalition of sponsor groups is coming together to urge lawmakers to practice restraint on company stock...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
CitiStreet Broadens Its Base
The firm is opening a consulting operation that offers services across the benefits spectrum...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
New Ships for the Armada
The bank fund firm mulls over new additions to its thirty fund family...
MutualFundWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Armada Adding Crew
The bank-owned fund firm is making a distribution push and adding wholesalers now that it is set behind the scenes...
MutualFundWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Vanguard Redesigns for Clients
The Crew in Valley Forge has redesigned some of its online features and added others to improve services for its clients...
MutualFundWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
PA School District Taps a New Service
A school system has selected a vendor...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Wilshire Newest Offering
The firm has an online product for financial advisors...
MutualFundWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Invesco on DAC Platform
17 Funds Are Added.... Nope, Not Merging ... Moving to the Burbs...
MutualFundWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Invesco on DAC Platform
17 Funds Are Added.... Nope, Not Merging ... Moving to the Burbs...
401kWire.com -
Tuesday, January 29, 2002
-
Reader Rating: 1
|
Principal Adds Three Funds
Principal taps its own 401(k) program for a pair of funds, throws in a new offering.
..
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
January 29, 2001
Stilwell Adds Director ... Bush's Social Security Reforms Aims at Minorities ... Tech Funds Show Less Bounce than Tech Stocks ... Wells Fargo International Equity...
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
January 29, 2001
Stilwell Adds Director ... Bush's Social Security Reforms Aims at Minorities ... Tech Funds Show Less Bounce than Tech Stocks ... Wells Fargo International Equity.
..
401kWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Hired Guns Aim at Merrill
Investec targets the largest domestic broker force by bringing on FDI to market funds...
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
CitiStreet Promotes Prez
Philip Lussier takes the title of president at the scion of CitiGroup and State Street. Look for the firm to roll out it Web-based sales this week...
401kWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Bond Fund Anyone?
A New York City-based insurer considers adding a pure bond fund to its $900 million plus DC plan...
401kWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Data Firm Offers Fund "Look-Throughs"
Wiesenberger is the data source behind T. Rowe Price's innovative asset allocation feature for its Web site...
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Federated Launches Tech Fund
The fund firm sees opportunity for a tech fund as "excesses have been squeezed from the market."..
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Emplanet Unveils Advisor Plan
The Web-based bundled provider is rolling out tools for advisors as a key part of its distribution strategy...
401kWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
White Knight Has Arrived!
Mackenzie finally gets bailed out of takeover trouble by Investors Group...
MutualFundWire.com -
Monday, January 29, 2001
-
Reader Rating: 1
|
Week of January 25, 1999
The Week in Searches
The 401kWire.com takes it regular look at the past week in searches...
401kWire.com -
Friday, January 29, 1999
-
Reader Rating: 1
|
Key to Refocus on Clients
Don Stone is leaving Key Corp as a part of organizational changes being made at the Cleveland-based bank. Rick Buoncore, president and chief operating officer of Key Asset Management explained that the changes are intended to make its relationships with clients "simple and seamless."..
401kWire.com -
Friday, January 29, 1999
-
Reader Rating: 1
|
Nicholas-Applegate Unloads Its Retirement Business
Pilgrim America Capital Corporation (NYSE: PFX) has struck a definitive agreement with San Diego-based Nicholas-Applegate to acquire the rights to manage and distribute all open-end Nicholas-Applegate Mutual Funds. Included as a part of the deal is Nicholas-Applegate's retirement services businesses...
401kWire.com -
Friday, January 29, 1999
-
Reader Rating: 1
|
Rowland Writes a Winner for Participant Education
Sponsors of defined-contribution plans, are you concerned about fulfilling your fiduciary responsibilities to your employees? Providers, are you seeking ways of educating participants in the clearest, most concise, method possible? If the answer to either of these questions is "yes", then you need look no further than Mary Rowland's new book A Common Sense Guide to Your 401(k). A Common Sense Guide to Your 401(k) is published by Bloomberg Personal Bookshelf and can be ordered on-line from Amazon.com..
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
Chicago Tools Makers Pick Manager
The Chicago, IL-based Tooling & Manufacturing Association (TMA) has turned to Prudential Investments to manage its $50 retirement trust covering 65 participating companies. Prudential was chosen in part because it was willing to recognize all of the assets as being from one entity, says Bruce Braker, president of TMA and secretary of the trust.
..
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
American Freightways Delivers Pru
Harrison, AK-based American Freightways has selected Prudential Investments to manage its $90 million 401(k) plan. The plan will include six investment options managed by Prudential, up from five previously. Greg Satterfield, vice president of accounting for American Freightways said that the Prudential brand name and the variety of investment options were important factors in the decision...
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
Grocer to Bag Plan
Tyler, TX-based Brookshire Grocery is looking for a bundled vendor for its $115 million defined contribution plan, according to a report in DC News. The plan conversion will occur in January, 1999. By outsourcing with a provider, the grocery chain hopes to avoid the 2000 computer problem and provide better services for employees. The article also notes that a variety of standard funds (such as a GIC and options for company stock) are included in the plan. According to the 1998 Money Market Directory, the sponsor's consultant is William M. Mercer. 401kWire's calls to Brookshire Grocery to verify this story were not returned...
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
Walsh to Head Merrill Group
Patrick J. Walsh has been appointed senior vice president of Merrill Lynch & Co.'s Group Employee Services unit in the company's U.S. Private Client Group to replace G. Stephen Thoma...
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
D'Andria to Join Merrill
Anthony P. D'Andrea, director of capital accumulation plans at Lucent Technologies, Inc., will join Merrill Lynch in February. According to reports, D'Andrea will accept the newly created post of director of client services at Merrill Lynch Group Employee Services unit. His responsibilities will include serving as relationship manager for Merrill's large bundled clients. Last week Lucent added a Merrill Lynch bond fund to its 401(k) plans as part of a revampment (See Story)...
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
For Thursday, January 29, 1998
Save Social Security First!
This was President Clinton's rallying cry for the State of the Union Address, and what some say was the speech's only memorable line. Yet retirement plan professionals who listened to the address should not be faulted if they feel like they just finished a course of Chinese takeout. Beyond the line itself, Clinton provided nothing of substance concerning his plans for Social Security. Meanwhile, a story in the New York Times reports that the one option the White House staff has ruled out is making Social Security a "giant 401(k)"...
401kWire.com -
Thursday, January 29, 1998
-
Reader Rating: 1
|
Get MFWire Alerts
]
Raw XML
