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News Stories Archives - Since 1998
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6 Days Post-Rebuff, Brown Ups the Cash In VCTR's Offer
The team at a publicly traded, multiboutique asset manager and serial acquirer publicly revises their bid for what would be their biggest target yet...
MutualFundWire.com -
Tuesday, March 17, 2026
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A $306B-AUM BlackRock Unit Powers a New ETF
The folks at the world's largest asset manager are rolling out another actively managed fund, and this time it's a liquid alts offering...
MutualFundWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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Who Will Power This $1.2B Texas 457?
This city is looking for a recordkeeper and TPA. The RFP bid deadline is April 10...
401kWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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AmericanTCS Charts a Path to a May 403b Launch
The provider's PPP arm is preparing to roll out another PEP, with help from Matrix...
401kWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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Wiggins Welcomes an 11Y Nationwide Vet to FuturePlan
The new hire is based in the Northeast and joins the TPA's external wholesaling team...
401kWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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Week In Preview, March 17 - March 23
This week, the teams at Broadridge, DCIIA, EBRI, NAGDCA, PRP, Spark, WIPN, and WP&BC will host events...
401kWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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Week In Preview, March 17 - March 23
This week, the teams at Exchange, MMI, Nicsa, and WE will host events...
MutualFundWire.com -
Monday, March 17, 2025
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Reader Rating: 1
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Schwab Wins Again Despite a Flows Slowdown
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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Jeff Snyder Adds Subscriptions
The retirement plan industry media entrepreneur is adding a new tier to his offering...
401kWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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Houston Joins a Houston-Area Firm
The new hire will serve as director of recordkeeping services at a national TPA...
401kWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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401ks Rebound By $300B
A mutual fund industry trade group releases data on U.S. retirement markets, including 401(k)s and other DC plans...
401kWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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An 18-Year Nationwide Vet Joins MissionSquare
The new hire will report to the provider's CFO...
401kWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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Money Market Fund Flows Jump $110B
The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 17, 2023
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Reader Rating: 1
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A 66-Year-Old Boutique Leads, But Small Firms' Inflows Slow
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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Minnesota Legal Eagles Share ERISA Insights
A duo at a Midwestern law firm is spearheading a blog focused on ERISA litigation...
401kWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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Entering 401k, an ESG Robo Starts With a Pair of RKer Allies, And ...
Watch for the startup to team up to go after larger retirement plans, too...
401kWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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In Upstate NY, a KPA Joins a $17B-AUA Aggregator
The advisor also switched to the aggregator's RIA ally...
401kWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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A $739B-AUM Fund Firm Preps a $750MM-Plus Deal
The acquiree has about $14 billion in AUM, and the acquisition is expected to close next quarter...
MutualFundWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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401k Cashback For Ukraine
A familiar fintech firm is helping participants contribute money to the humanitarian crisis in Ukraine..
401kWire.com -
Thursday, March 17, 2022
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Reader Rating: 1
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Confounding, Cutthroat Challenges ... For a Good Cause!
YPEM Boston and NYC will team up online next week...
MutualFundWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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Franklin Teams Up For a Fin Wellness Guide
The new offering is mean for advisors to share with plan sponsors and participants...
401kWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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25 Percent of These Payroll Clients Use Integrated 401ks, So Far
At least four retirement plan providers are already plugged into this online payroll, benefits, and HR shop. The shop may add more 401(k) allies...
401kWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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An Online Cali Shop Enters the PEP Space
The firm's team is pitching their pooled employer plan as having no cost to employers...
401kWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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What Does It Take to Bring Real Estate to DC? Weigh In
Two trade groups team up and will start gathering data next month...
401kWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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Thornburg Preps SMID Products
The move follows the hiring of two PMs and an addition to the board...
MutualFundWire.com -
Wednesday, March 17, 2021
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Reader Rating: 1
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Midsize Fund Flows Swing Negative
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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In New Jersey, a TPA Integrates Payroll
The new service is for both 401(k)s and 403(b)s...
401kWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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An Automatic Rollover Leader Preps For Retirement
He will ride off into the sunset on April 1. And no, it's not an April Fools' Day joke...
401kWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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An Intranet Provider Hires a BrightScope Vet
The exec now serves as CRO of the San Diego-based firm...
401kWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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A Very Bad Monday
Yesterday was the market's worst day in more than three decades, and publicly traded asset managers felt the pain...
MutualFundWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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RKers Adapt to COVID-19
Recordkeepers are adapting their policies to in light of the continuing pandemic...
401kWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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Fred Barstein is Expanding His KPA Coverage
Fred Barstein has officially expanded his reach in the retirement space!..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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Vantage Benefits Hires a Mutual of Omaha Alum
The hire is a former senior relationship manager. ..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 2
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A Fund-Selector-Focused Startup Comes A-Knockin'
This European tool could provide an upgrade to how fund selectors in the U.S. perform due diligence...
MutualFundWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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PNC Provides a Primer on the Firm's COIR Prep
Bonnie Fawcett tells 401kWire how the company is readying for the Department of Labor's Conflict of Interest Rule. ..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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Trump's Budget Proposal Is Knocking on the DoL's Door
Everyone is discussing how Trump's proposed budget will impact their industry, but not much can be said when it comes to the retirement industry. ..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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Gordon Asset Management Promotes an Exec
This retirement executive has just been promoted!..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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An Aon PR Messenger Has Left the Firm
This public relations professional has left the position to join a former employer. ..
401kWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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Will a U.S. ETF Entrepreneur Become a Head of State?
A reality-TV-star-turned ETF entrepreneur appears to be the frontrunner to challenge the sitting prime minister of Canada...
MutualFundWire.com -
Friday, March 17, 2017
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Reader Rating: 1
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Check It Off
There are plenty of 401k-related checklists for KPAs and plan sponsors to use. Or you could make your own...
401kWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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Buffington Appoints Eight
The MassMutual retirements sales VP names new managing directors...
401kWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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Fidelity Retains a $6B Tech Plan
A Florida-based information technology firm retains Fidelity as its sole recordkeeper...
401kWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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Two ETF Strategists Dominated 2015
M* releases its Q4 2015 report on the ETF managed portfolio landscape...
MutualFundWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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GSAM and WisdomTree Win Big in the Big Apple
At annual industry awards dinner, other multiple award winners were Deutsche, iShares, MSCI, and SSgA...
MutualFundWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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15 RKers Receive Customer Service Praise
Today DALBAR, Inc. announced its winners of its awards recognizing those committed to serving customers...
401kWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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Perez Talks Fiduciary with the Ed Workforce Committee
Secretary of Labor Thomas Perez addresses House Education and Workforce committee...
401kWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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It's Tough Being a Small Junk Bond Fund
Fitch ponders high yield bond funds' woes in December and January...
MutualFundWire.com -
Thursday, March 17, 2016
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Reader Rating: 1
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An $89.9MM New York Plan Sponsor Chooses Fido
A furniture chain store will change recordkeepers next month...
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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ICMA-RC Wins $1.3 Billion Plan
Washington, D.C. selects ICMA-RC as its sole recordkeeper. ..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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PSCA 403b Survey is Now Open
403(b) plan sponsors, how does your plan compare to others across the nation?..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Where Do Retirees Stack Up When It Comes To Their Retirement Preparedness?
If households accept declining consumption in retirement, they need less wealth to maintain their living standard, so says Alicia Munnell director of Center of Retirement Research at Boston College [and #87 on 401kWire's Most Influential List].
..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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NYL Enhances App
The retirement services provider adds participant transaction feature to its mobile app. ..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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A Liquid Alts Shop Adds 3 Wholesalers, Hunts For 3 More
A Midwestern mutual fund shop with more than $1B in AUM is expanding its distribution team...
MutualFundWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Beware Shadow Regulation on Mutual Fund Distro
Fundsters at the 2015 ICI MFIM speak about distribution regulation and worry about expected "regulation through enforcement" from the SEC...
MutualFundWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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HSAs Are Becoming More In Demand
Fido experiences more HSAs demand from 401(k) clients. ..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Pentegra's Swisher Hires
The Empire State recordkeeper's SVP of national sales just hired a wholesaler for NY and CT!..
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Chepenik Expands to Ft. Lauderdale
A Florida KPA adds a branch and an advisor...
401kWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Morgan Stanley Tries to Kill Its Hunger Games Parody, Again
This time the wirehouse and investment banking-giant succeeded in getting the leaked video pulled from a trade pub's website. Yet the victory didn't stick, either...
MutualFundWire.com -
Tuesday, March 17, 2015
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Reader Rating: 1
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Transamerica Wins a $73MM 401k and DB Bundle
...for a security company based in Virginia. ..
401kWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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Ferrigno Retires, and the PSCA Board Picks His Successor
Who will assume the duties held by the PSCA's VP of Washington affairs, who is retiring at the end of March?..
401kWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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Pru Promotes Its RInco Head
Updated | Pru's retirement income head now leads the full-service retirement business. ..
401kWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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SEI Helps Bring Alts Managers Into the '40 Act Circle
Hedge fund managers get assistance from a multi-manager provider in the daunting task of starting up '40 Act Funds...
MutualFundWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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SEC's Champ: Get to Know Us
The director of the SEC's Division of Investment Management wants to engage fund firms, and be engaged in turn...
MutualFundWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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Schott Stevens Shouts a Battle Cry
The president and CEO of the Investment Company Institute takes issue with proposals for for bank-style prudential regulation of the industry...
MutualFundWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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A OneAmerica Partner Looks to Branch Out
An RIA based in St. Louis would partner with other providers to offer its managed account service. ..
401kWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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Active or Passive? Why Not Both?
A Barron's columnist calls for an end to the great Actively Managed Vs. Indexed debate. MFWire imagines a world where everyone just got along...
MutualFundWire.com -
Monday, March 17, 2014
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Reader Rating: 1
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Post-Deal Munder Swallows a $210M Fund
The Michigan-based mutual fund firm plans to merge an acquired
fund into one of its own...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Another Provider Reaches a Milestone in 2010
Guess which other plan provider had a "record" year?..
401kWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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WisdomTree Unveils a Mellon-Powered Active ETF
The New York-based fundamental indexers launch another product...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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A Janus PM Joins the Dark Side
A Janus PM Does a '361 degree' turn...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Giovinazzo Pulls Another RIA Out of His Hat
RPAG adds a Southeastern advisory firm to its ranks...
401kWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Mesirow's Chairman Passes Away
James Tyree lost his bout with stomach cancer...
401kWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Lincoln Trust Cuts Fees
The recordkeeper slashes prices for one 401k platform...
401kWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Court Convicts the Con Man Who Cried 'Fidelity'
In Rhode Island, a man allegedly duped investors by claiming to have inside information about a coming investment by Fidelity...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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State Senate Asks: Is Fidelity Good for Massachusetts?
The Boston Behemoth is under scrutiny for pulling 1,100 jobs out of Marlboro, Massschusetts...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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Japan's Nuclear Crisis Spells Opportunities for Managers
The WSJ takes a broad inventory of funds affected by the Japanese nuclear crisis...
MutualFundWire.com -
Thursday, March 17, 2011
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Reader Rating: 1
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USI's Retirement Group Hires, Hunts and Transfers
The consulting firm adds an investment strategist, transfers one to a different location and looks to hire another...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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kasina is Calling All 'Different' Consultants
The management consulting firm seeks to hire at least two new management consultants...
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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Redemption Fees Work, Says One Professor
A Texas Tech finance professor argues that redemption fees need to be reconsidered...
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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A Passive Asset Manager Wins Over an Editor From P&I
The magazine sees one of its own take a communications job at an indexing specialist...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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Top 40 Advisor: Bud Pernoll
This SoCal advisor lands in the top 40 DC advisors of 2009 as one of ten finalists in the large market...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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A Director Finds an Alternative to TCW
TCW's managing director and former head of institutional sales leaves both the company and the mutual fund business...
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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House Steps Back From One Fee Disclosure Opp
One Congressional committee appears to have removed retirement-related provisions from a larger bill...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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A New Parent TAGs ftwilliam.com
Updated | All 11 employees will stay on with the document and workflow specialists...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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ICMA-RC Points its Target Date Funds in a Different Direction
The target date funds are switching glide paths and asset allocation...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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IPO Spells Big Payouts for Financial Engines Execs
The 401(k) industry has its eyes on Financial Engines. The company went public yesterday, with a higher market cap than expected...
401kWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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A CIO is the Latest to Depart Fidelity
A Fidelity FMR chief officer is leaving the firm by the end of the month..
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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First Trust's Latest ETF is White Gold
The company launched an index fund tracking a precious metal...
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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Will the SEC Simplify Funds' Annual Reports?
Buddy Donohue, director of the investment management division at the SEC, talks about "one of the higher" priorities in his division...
MutualFundWire.com -
Wednesday, March 17, 2010
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Reader Rating: 1
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A New ING Tool Offers Peer Comparison on Financial Matters
ING has unveiled a free Web tool that enables users to see where they stand in relation to others on financial matters...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Capital Group Preps More Pink Slips
American Funds' advisor tightens its belt again...
MutualFundWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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NewRiver Lands a Distribution Partner
The Massachusetts fund data deliverers team up with an outsourcing firm to reach brokerages...
MutualFundWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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RSM Retirement Promotes One of its Own
An actuarial vet takes over a region in the Midwest for the national non-producing TPA...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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New York Life Makes a Taft-Hartley Hire, Chalks Up a Plan Win
The Westwood, Massachusetts-based plan provider brought on board a 16-year Putnam veteran. It also won a $58 million plan...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Wells Fargo Decides on a Recordkeeping System
UPDATED| Wells Fargo executives have arrived at a decision on which recordkeeping system to use for the combined Wells-Wachovia retirement business...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Two Fiduciary Specialists Unite
A startup and a training and tools provider join forces...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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A Research Firm Hires a New Consulting Head
An affluence and retirement-focused firm will bring on a new managing director next month...
401kWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Who Might Buy Barclays' iShares?
The Journal gives a rundown on who might purchase the largest ETF provider...
MutualFundWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Franklin Could Buy Back 13.8 Million Shares
The board at the fund firm authorizes more potential share repurchasing...
MutualFundWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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Janus' Plan Attracts WSJ's Attention
In Tuesday's WSJ Fund Track, Daisy Maxey picks up on Janus' plan to merge its two fund trusts this summer...
MutualFundWire.com -
Tuesday, March 17, 2009
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Reader Rating: 1
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A Merrill Team Jumps to a Retirement-Focused B-D
A national network of retirement plan advisors brings a Midwestern wirehouse team into the fold. Corrected...
401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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JPMorgan Chase is Now the Number Three Clearing Firm
A major question will be the intentions the bank holds for the Bear Stearns Global Clearing Services unit as it makes sense of its new businesses...
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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ING Kicks Off Retirement Campaign
The firm also released results of a survey on how people view their retirement number...
401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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NPH Reaches Almost 3,000 Reps
The Southern California-based group of independent broker-dealers releases rep, revenue and sales numbers for 2007.
..
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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A New Rydex Fund Seeks Out Alternatives
The Rockville, Maryland-based fund firm, now part of Security Benefit, has rolled out a fund-of-funds that invests in alternative mutual funds and ETFs...
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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Wealth2k Updates Retirement Income Offering
The Massachusetts firm unveils the latest version of its guaranteed income product with a new website.
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401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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UPDATED | JPMorgan Swallows Bear
After handing over a 28-day loan on Friday, the money center bank swoops in with an all-stock, Fed and OCC-approved plan to take over a fallen rival. And an earnings report gets postponed.
..
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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401k is Not a Big Part of Bear-JPMorgan Equation
As one Wall Street bank gobbles up another, a small DC business changes hands as well.
..
401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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Wachovia Hunts for Head of Retirement and Investment Products Group
The boss of Joe Ready has moved on to another role within the firm...
401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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AUL Says Upcoming Product Will Help Hike Sales by 20 Percent
Bill Yoerger talks about his sales goals for the year...
401kWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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CME and NYMEX are Altar Bound
A month and a half after confirming that they were in the courtship stage, CME Group and NYMEX Holdings have arrived at a deal.
said it has signed a deal to acquire the parent of the New York Merc on the terms previously announced...
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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Lord Abbett Becomes a Muni Bond Teacher
The Jersey City-based investment management firm has launched a program to help FAs understand the movements and opportunities in the municipal bond market.
..
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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Closed-End Investors Face Possible Dividend Reductions
In the Monday edition of the WSJ Fund Track, Ian Salisbury writes about the impact of high borrowing costs on closed-end dividends...
MutualFundWire.com -
Monday, March 17, 2008
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Reader Rating: 1
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Study: Managed Accounts Have Broad Appeal
Managed accounts tend to attract demographic types across the board, new research has found...
401kWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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RRI Unveils 403(b) Vendor Profiles
The tool gives a product breakdown for nine of the dominant players in the not-for-profit market...
401kWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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Fidelity Brings Retirement Push to Amazon.com
By sponsoring a new store front on the leading retail site, the fund giant is making a bid for a big share of rollover accounts.
..
401kWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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Former Vice Fund Manager Rolls Out New Fund
The man who used to run the Vice Fund is now zeroing in on just one vice for his new firm's first fund offering.
..
MutualFundWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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Fidelity Sponsors Amazon.com Storefront
The fund giant has announced it will seek new custom through the Web's top retail site.
..
MutualFundWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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AIM Gets Shareholder Nod For Fund Mergers
AIM Investments is finally moving forward with its plan to reorganize its funds. After rescheduling a shareholder meeting twice, the Houston-based firm said Thursday it has secured the nod of shareholders to merge six of its funds, with combined assets of at least $11.17 billion, into five other funds...
MutualFundWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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Who Clinton and Mario Gabelli Share
Who is Lanny Breuer? Today he is the defense attorney representing mutual fund mogul Mario Gabelli, but you may have heard his name before...
MutualFundWire.com -
Friday, March 17, 2006
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Reader Rating: 1
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ACS-Mellon: Are You Ready for a Price War?
The business process outsourcer is getting a deal in the fixer-upper HR business at Mellon. Don’t expect its renovation of the unit to follow the usual industry plans...
401kWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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Forward Adopts Emerald in Time for St. Patrick's Day
The San Francisco fund firm is adopting. Forward said it would take over the advisory contract for three mutual funds with about $475 million in assets from Emerald Asset Management...
MutualFundWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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A True SMA for a 401(k)?
Another firm scales the SMA walls to gain entry into the 401k plan market...
401kWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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McKinsey Alumn Will Plot AEFE's Public Course
American Express Financial Advisors signed on a former McKinsey top executive to oversee its strategic moves. The hire comes as American Express prepares to spin-off the asset management and brokerage arm to its shareholders as a new company in third quarter.
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MutualFundWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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Wachovia Ad Campaign Stresses Life Moments
Another provider wants to be there for you...
MutualFundWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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Jenson Portfolio Manager Gains Equity Stake
Jensen portfolio manager Robert McIver is becoming an owner in the Portland, Oregon-based fund firm. He will also become a voting member of the firm’s investment team.
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MutualFundWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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ING Adds Wrap Option
The product will be distributed in a new and improved way...
401kWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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Union Fund May Review Mercer for Conflicts
A Chicago teachers union will decide Thursday whether it will pursue a conflict-of-interest review of Mercer Investment Consulting...
401kWire.com -
Thursday, March 17, 2005
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Reader Rating: 1
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MassMutual Execs Put in NYC Showing
Two familiar faces from the 401k world were sighted Tuesday night at the annual Lipper Mutual Fund Awards...
401kWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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Insurer Has 401k On the Brain
The provider rolls out a new education series for plan participants...
401kWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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ERISA Experts Provide Compliance Tips
Lawyers weigh in on ERISA compliance and fiduciary duties before an audience of mid-sized plan sponsors...
401kWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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Nations Funds Directors May Fight Call for Resignation
The directors are reportedly weighing their options and what would be best for shareholders...
MutualFundWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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Morgan Stanley Ends Soft Dollar Use
Plans an office of the funds to increase talk between fund boards and management...
MutualFundWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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It is All About The Process
Sponsors evaluating investment advisors are putting new processes in place to protect themselves from liability...
401kWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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Fido Lobbies SEC in Favor of Interested Fund Chairs
There is no evidence that rules that would require independent chairs of fund boards would lower fees or improve performance claims Fidelity...
MutualFundWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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SEC to Scrutinize 529 Plan Fees
Its initial review finds that disclosures are all over the map. Look for more standardization...
MutualFundWire.com -
Wednesday, March 17, 2004
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Reader Rating: 1
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No info on Putnam CEO bonus, Says Marsh
The parent of Putnam Investments says information on bonuses will be provided in a later filing...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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NY to Launch RFPs for its 529 Program
The state is making the move as its standing five-year contract with TIAA-CREF draws to a close...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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Armada Funds Picks Small-plan Partner
The provider is targeting plans with assets between $1 and $5 million with a new multi-fund program...
401kWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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GE Unit Expands Separately Managed Account
GEPAM is launching a new account product to extend opportunities to advisors and investors...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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AIG Advisor Grp. Joins Online Marketplace
The major independent broker-dealer, with its nearly 9,000 financial pros, signs with the Web marketplace...
401kWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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Coldstream Capital Opens Portland Office
The regional wealth-management firm extends its reach in Oregon...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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Several First American Funds Merged
The fund firm makes the move to cut investor confusion, max performance...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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Orbitex Retirement Closed & Absorbed
Orbitex Retirement is shuttered and its president is gone. The surviving sister unit will service existing clients...
401kWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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401(k) Participants Paralyzed
A new survey shows that confusion and apathy are leaving many participants struggling to follow through in their retirement planning...
401kWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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Regional Broker Taps Placemark
The deal will allow tax-optimization of the managed accounts in an open-architecture environment...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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S&P Shakes Up Outlook Team
The publication gets two new top editors and lands Beth Piskora from the New York Post...
MutualFundWire.com -
Monday, March 17, 2003
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Reader Rating: 1
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RS Emerging Growth Closes
RS Investment Management's hot Emerging Growth Fund will close to new investments at the end of April...
MutualFundWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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The Advantage Edge
Advantage Payroll Teams With MetLife to Bring 401(k) Plans to Smaller Companies...
401kWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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SunGard Adds Citibank to Client List
Citibank has signed a contract with SunGard to utilize its trust and custody services...
MutualFundWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Wells Fargo Finalizes Brokerage Acquisitions
Wells Fargo's acquisition of the Seattle-based Ragan Mackenzie Group bulks up its private client services group...
MutualFundWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Great-West Signs Them Up
Great-West has formed an exclusive advice alliance and will be rolling out online enrollment...
401kWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Week of March 17, 2000
RFP Roundup
The 401kWire.com takes a look at the past couple of weeks in searches...
401kWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Odd Lots, March 17, 2000
The cheapest spider ... Merrill files more HOLDRs...
401kWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Odd Lots, March 17, 2000
The cheapest spider ... Merrill files more HOLDRs...
MutualFundWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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Small Bytes: New ADP Small Business Engine
The 401kWire.com takes its weekly look at the comings and goings of the retirement and related industries...
401kWire.com -
Friday, March 17, 2000
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Reader Rating: 1
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LaSalle Uses First Data Recordkeeping
First Data Investor Services Group, Inc. will now be providing recordkeeping and administrative services for Chicago, Illinois-headquartered LaSalle National Bank's 401(k) clients, Robert W. Guillocheau, senior vice president at First Data, told the 401kWire.com...
401kWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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Undiscovered Managers to Sponsor First Wealth Management Symposium
A White Sox game and access to the top advisory firms? Where do I sign up?..
MutualFundWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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Mullen Advertising Makes a Change
Wenham, Massachusetts-based Mullen Advertising and Public Relations has changed the recordkeeper for its 401(k) plan from Griffin Pension Services to Sentinel Benefits Group, Paul Slack, comptroller, told the 401kWire.com. The plan has about $10 million in assets and approximately 150 participants...
401kWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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SEI Brings New Website Design Tool to Fund Clients
SEI is adding a website design template to the back-office services it provides, allowing clients to track on-line investing behavior...
MutualFundWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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Breaking Into the European DC Market, Part Two
This is the second of three reports following the IBC 3rd Annual Defined Contribution Conference, recently held in London, England...
401kWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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Tim Medley, Medley and Company
Why is an investment advisor recommending international funds in today's market? How Artisan International rose to the top of one advisor's recommended list...
MutualFundWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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Odd Lots, March 17, 1999
State Street no longer custodian of $25B trust ... Calpers to put $350M in private equity funds ... Fleet chairman insists that BankBoston deal is a merger, not a buy...
MutualFundWire.com -
Wednesday, March 17, 1999
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Reader Rating: 1
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V.F. Corporation Picks New Funds
Reading, PA-based V.F. Corporation has added funds to its 401(k) plan, according to Debbie Arnold, manager of benefits planning. Arnold told the 401kWire that the sponsor will be adding Vanguard's index 500 fund and money market fund, Baron's Asset Fund, and Longleaf Partner's small-cap fund. ..
401kWire.com -
Tuesday, March 17, 1998
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Reader Rating: 1
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Looking Back from 2005: 11 Trends for Sponsors to Manage
What will the defined contribution business look like in the year 2005? 401(k) providers and sponsors may be dealing with many of the same issues as today, according to Robert Ruddell principal at Scudder, Stevens & Clark and director of Defined Contribution Services and Financial Intermediary Services...
401kWire.com -
Tuesday, March 17, 1998
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Reader Rating: 1
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