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News Stories Archives - Since 1998
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A $1.9B-AUM FI Fund Turns 30
The mutual fund comes in three flavors and is designed as an alternative to money funds...
MutualFundWire.com -
Wednesday, May 1, 2024
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Reliance Wins At Least Two More Of This RKer's PEPs
The move comes after at least a dozen PEPs made a similar move over the last six months or so...
401kWire.com -
Wednesday, May 1, 2024
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Five Subadvisors Will Power Harbor's Newest Fund
The subadvised fund firm's team is rolling out their 13th ETF...
MutualFundWire.com -
Monday, May 1, 2023
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Curley Takes Over Compliance For a KPA Aggregator
He is based in the Charlotte, North Carolina area...
401kWire.com -
Monday, May 1, 2023
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A Midwestern KPA Returns to RKer Sales, Joining Vestwell
The new hire serves as a regional vice president at the New York City-based provider...
401kWire.com -
Monday, May 1, 2023
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USICG Buys a 67-Year-Old, 4-Business-Line Shop
The deal brings a 68-person team to the Glastonbury, Connecticut-based acquirer...
401kWire.com -
Monday, May 1, 2023
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Week In Preview, May 1 - May 7
This week, the teams at That401kSite.com, Fi360, NAGDCA, PSCA, and WIPN are hosting events...
401kWire.com -
Monday, May 1, 2023
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Week In Preview, May 1 - May 7
This week, the teams at ETF.com, Expect Miracles Foundation, Thornburg, and WE are hosting events...
MutualFundWire.com -
Monday, May 1, 2023
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EvoShare Hires a Kansas 401k Enterpreneur
The executive previously founded a pair of fintech companies in the retirement plan space...
401kWire.com -
Friday, May 1, 2020
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Reader Rating: 1.5
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An ETF Strategy Chief Co-Founds an NYC Shop
A exec returns from the Midwest to Gotham and teams up on a startup...
MutualFundWire.com -
Friday, May 1, 2020
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Reader Rating: 5
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A Midwestern KPA Team Mourns a 32-Year Company Vet
A lifelong member of the firm's team passed away last week at the age of 55...
401kWire.com -
Friday, May 1, 2020
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ICMA-RC Wins a $250MM Trio
Three local governments in the Midwest recently hired the public plan-focused provider...
401kWire.com -
Friday, May 1, 2020
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A Midwestern RKer Joins a Data Exchange
The firm is one of 22 new members...
401kWire.com -
Friday, May 1, 2020
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MA and NJ Govs Turn to Fundsters
An exec from a Beantown titan and the chief of a fund firm's Garden State parent join efforts around reopening the economy...
MutualFundWire.com -
Friday, May 1, 2020
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Self-Directed Participants Were Less Likely to Stay the Course
New research highlights variations in participants' decisions last quarter...
401kWire.com -
Friday, May 1, 2020
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"Global" Is the Word of the Day
The 2019 ICI GMM begins in Washington, D.C.!..
MutualFundWire.com -
Wednesday, May 1, 2019
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An SVP Leaves Voya IM
In Gotham, a 15-year Voya veteran is departing...
MutualFundWire.com -
Wednesday, May 1, 2019
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Marino Gathers KPAs to Talk Outcomes
The Rekon Intelligence team will launch another conference this summer...
401kWire.com -
Wednesday, May 1, 2019
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Bramlett Hires a 20-Year Lincoln Vet
The FuturePlan by Ascensus team welcomes a new VP of biz dev...
401kWire.com -
Wednesday, May 1, 2019
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The Best Company to Work For in Colorado is a Giant RKer
The company was recognized for its competitive salaries, diversity and inclusion...
401kWire.com -
Wednesday, May 1, 2019
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Reader Rating: 5
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"We're Just In a Better Position" For M&A
The chief of an asset manager's publicly traded parent puts dealmaking on the table in a bigger way...
MutualFundWire.com -
Wednesday, May 1, 2019
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A UBS AM Exec Director Joins Willis Towers Watson
In Chicago, Willis Towers Watson welcomes the new U.S. delegated DC plan solutions leader. ..
401kWire.com -
Wednesday, May 1, 2019
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PSCA Recognizes Community Members That "Go Beyond the Basics"
At its 71st annual national conference, the trade group honored individuals and organizations for exemplary service...
401kWire.com -
Tuesday, May 1, 2018
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Neveu Hires For a New West Coast BPAS Position
This external wholesaler has almost 20 years of experience in the industry...
401kWire.com -
Tuesday, May 1, 2018
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Reader Rating: 5
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First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Tuesday, May 1, 2018
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Trade Groups Fire Back at AARP's Fid Rule Case Intervention
Lead attorney Eugene Scalia has penned a counterargument to the giant interest group's petition from last week...
401kWire.com -
Tuesday, May 1, 2018
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Two D.C. KPAs Join the Pensionmark Team
The D.C advisors joined Pensionmark at the beginning of April...
401kWire.com -
Tuesday, May 1, 2018
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Under SS&C, Retirement Will be "a Really Important Part" of DST
In the wake of the $5.4B deal, 401kWire talks to DST's retirement chief and the new chief of all of DST...
401kWire.com -
Tuesday, May 1, 2018
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Reader Rating: 4
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Aberdeen Standard Secures a $2.8B ETF Biz
The Scottish multinational asset manager makes an acquisition on this side of the pond...
MutualFundWire.com -
Tuesday, May 1, 2018
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Will This Empire State MF Shop Transform Instead of Exiting?
A TBD product launch accompanies a mutual fund close. ..
MutualFundWire.com -
Monday, May 1, 2017
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LIMRA Updates Its Fiduciary Education Course
In response to changes in the Department of Labor’s (DOL) fiduciary rule issued in the Federal Register on April 7, 2017, LIMRA has updated its fiduciary education platform...
401kWire.com -
Monday, May 1, 2017
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Eye for Earnings - May 1, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, May 1, 2017
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Participants Can See How Trump Tax Reform Impacts Nest Eggs
A week after President Trump announced his proposed tax reform plans, a software company releases a tool for plan participants. ..
401kWire.com -
Monday, May 1, 2017
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WiPN to Host Event in the Big Apple
The Women in Pensions Network (WiPN) is hosting a business development luncheon today in the Big Apple. ..
401kWire.com -
Monday, May 1, 2017
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Goldleaf Partners Goes East and Adds Two New Execs
The Minnesota-based firm is expanding its sales team. ..
401kWire.com -
Monday, May 1, 2017
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Axa Replaces Kraus and Shakes Up AB's Board
AB's CEO and chairman says goodbye, and a new duo fills his shoes. And the publicly-traded asset manager's board is transforming, too...
MutualFundWire.com -
Monday, May 1, 2017
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Week In Preview: ICI GMM and More
Paul Schott Stevens and his team are bringing fundsters back to D.C. this week. AIMSE, Envestnet, Gerstein Fisher, IMCA, and the PSCA are also holding events...
MutualFundWire.com -
Monday, May 1, 2017
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This Cali KPA is Ready For His New Gig
A 401(k) plan advisor (KPA) is ready for his next move...
401kWire.com -
Monday, May 1, 2017
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Paychex Retirement Services Compliance Welcomes Two
Updated | Matt Parker and Michael Savage leave EPIC Advisors to join the Rochester-based payroll, human resources, and benefits company. ..
401kWire.com -
Friday, May 1, 2015
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Next For Eaton Vance: a WiFi-Like Alliance?
The Beantown mutual fund shop is creating a consortium of firms that use its next-gen, ETF-like product structure...
MutualFundWire.com -
Friday, May 1, 2015
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A Illinois KPA Switches to NFP
...as his new broker-dealer...
401kWire.com -
Friday, May 1, 2015
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Who Will Fill This Key UBS GAM Post?
Executives at Swiss multinational's asset management arm on this side of the pond are conducting a search to replace a managing director who moved on...
MutualFundWire.com -
Friday, May 1, 2015
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Bam! A Retirement Advisor Joins a Missouri Shop
St. Louis, Missouri-based wealth management shop recently added a retirement advisor to the practice.....
401kWire.com -
Friday, May 1, 2015
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Fidelity Announces Award for RIA
A new contest offered by Fidelity recognizes RIAs and RKs who are making the leap from "good enough" to "great."..
401kWire.com -
Friday, May 1, 2015
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Reader Rating: 3.5
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Does Pimco's Mr. Outside Need to Get Out More?
Pimco's hometown paper profiles the man in charge of righting the Allianz subsidiary's ship...
MutualFundWire.com -
Friday, May 1, 2015
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Kansas HCFGKC To Look for Consultant
Health Care Foundation of Greater Kansas City already planning its 2016 RFP. ..
401kWire.com -
Friday, May 1, 2015
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For Participant Education and Advice, It's All About Scale
An Arizona-based advisor at the fi360 conference shares tips on how to leverage technology in your retirement plan practice...
401kWire.com -
Thursday, May 1, 2014
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Reader Rating: 2
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Graff and ASPPA Take On a Labor Union
A union representing hotel workers tries to convince ASPPA members to boycott an upcoming forum put on by the trade group in California. ..
401kWire.com -
Thursday, May 1, 2014
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Reader Rating: 5
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Pershing's Sandy Bolton Gets a Promotion
Decision-maker for the fund supermarket has been busy broadening the platform's appeal...
MutualFundWire.com -
Thursday, May 1, 2014
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Reader Rating: 4
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A DC I-O Amps Up Its TDF Selection Tool
To help plan sponsors meet their fiduciary responsibilities when choosing target date funds, a tool for advisors has been enhanced...
401kWire.com -
Thursday, May 1, 2014
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Reader Rating: 4
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Neuberger Berman to Move 16 Blocks in 2016
Neuberger Berman, the $247 billion asset management firm that spun-out of now defunct Lehman Brothers, has signed a new lease for its new offices in midtown West...
MutualFundWire.com -
Thursday, May 1, 2014
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Cashman and Masom Fire Up Legg's Afterburners
Co-sales heads Francis Cashman and Jeff Masom plan to hire 40 more sales folk, bolster its cross-selling strategies and focus like a laser beam on certain targets in order to double sales in five years...
MutualFundWire.com -
Thursday, May 1, 2014
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Plan Sponsors and Participants Both Support Broadening the Fiduciary Tent
In light of the DoL's plans to redefine fiduciary under ERISA, the AARP surveys employers and employees about their feelings on fiduciary advice...
401kWire.com -
Thursday, May 1, 2014
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No, Not THAT American Pension Services
Updated | The SEC is going after the founder of a firm called American Pension Services. But it's not the only firm with that name...
401kWire.com -
Thursday, May 1, 2014
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Is Dodge & Cox Ready for Its Katy Perry Musical?
Shareholders have allowed the 80-year-old San Fran-based value shop to take out its investing mouthguard and adopt strategies that seem almost alt-like. ..
MutualFundWire.com -
Thursday, May 1, 2014
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Frederick Brings an Ex-Advisor to VRS
The 401k lead generation shop expands again...
401kWire.com -
Thursday, May 1, 2014
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An Automated IRA Product Officially Announced
The Online 401(k)'s new product was reported here last week...
401kWire.com -
Wednesday, May 1, 2013
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David Silver is Dead
The fund exec served the ICI for 25-years, 14 of them as president...
MutualFundWire.com -
Wednesday, May 1, 2013
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Reader Rating: 3
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ASPire's Awareness Campaign Pays Dividends
401kWire sits down with a top ASPire exec on the sidelines NIPA's 2013 NAFE...
401kWire.com -
Wednesday, May 1, 2013
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Reader Rating: 2
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The Next Gig for the Week of May 1, 2013
Looking for your next job? Here are all the latest openings in the mutual fund industry...
MutualFundWire.com -
Wednesday, May 1, 2013
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Gross Talks Haircuts and Cognac
The newest commentary from the Pimco chief..
MutualFundWire.com -
Wednesday, May 1, 2013
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An Alts Sales Head Embraces Intellectual Capital
Exec crafts strategy devoted to educating advisors and consultants on power of volatility...
MutualFundWire.com -
Wednesday, May 1, 2013
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ING Poised to IPO
The long-awaited move is part of a plan to payback the parent company's Dutch-government bailout...
401kWire.com -
Wednesday, May 1, 2013
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ING to IPO Soon
The date is finally here...
MutualFundWire.com -
Wednesday, May 1, 2013
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Sullivan Says Legg Has to "Earn" Fees
Otherwise, they'll deserve to lose money, he says...
MutualFundWire.com -
Wednesday, May 1, 2013
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What Distinguishes ETFs from Mutual Funds?
ETF Trends gives you the answer, though you've probably heard it before. ..
MutualFundWire.com -
Wednesday, May 1, 2013
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IndexIQ CEO Chats With IndexUniverse
Adam Patti tells trade pub about performance and future plans for firm's ETF lineup...
MutualFundWire.com -
Wednesday, May 1, 2013
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NEPC Adds Two DC Vets
The consulting firm adds a couple of senior consultants to its DC division...
401kWire.com -
Tuesday, May 1, 2012
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Reader Rating: 1.33
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A Texas Wholesaler Switches Firms
A Pioneer regional vice president has switched firms...
MutualFundWire.com -
Tuesday, May 1, 2012
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A Transportation Company Hires Pru
The retirement plan provider signs on another plan sponsor...
401kWire.com -
Tuesday, May 1, 2012
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A Tennessee Shop Lights Up a New Fund
The RIA is launching a second 40' Act fund...
MutualFundWire.com -
Tuesday, May 1, 2012
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Retirement Revolution Hunts in the Midwest
The RKing and custody provider adds one sales exec and looks for another...
401kWire.com -
Tuesday, May 1, 2012
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Reader Rating: 3.33
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Shareholders Ok Another Invesco Fund Reorg
Invesco wins shareholder approval to re-organize another fund...
MutualFundWire.com -
Tuesday, May 1, 2012
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BCG Takes Over More Business
The Garden State RKing TPA teams up with another New Jersey firm...
401kWire.com -
Tuesday, May 1, 2012
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Reader Rating: 3
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Perrit Re-Brands a Mutual Fund
Perrit Capital is renaming a mutual fund...
MutualFundWire.com -
Tuesday, May 1, 2012
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ING Seals a $5B Deal
The U.S. arm of the global firm lines up new dough...
401kWire.com -
Tuesday, May 1, 2012
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Reader Rating: 3.5
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Are CapGroup's Captains Steering Off Course?
A key advisor trade pub wonders if the mutual fund giant of Los Angeles has lost touch...
MutualFundWire.com -
Tuesday, May 1, 2012
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Reader Rating: 5
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Bloomberg Attacks Front-End Loads
The wire service takes on the sales charges and highlights their decline...
MutualFundWire.com -
Tuesday, May 1, 2012
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Two Mutual Fund Bigwigs are Top Obama Bundlers
It should not take more than two guesses to figure out which executives from a Chicago-based fund firm like Obama. ..
MutualFundWire.com -
Tuesday, May 1, 2012
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Reader Rating: 2
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401k Balances Roar Back, Say Fido Execs
Fidelity releases numbers about its participants' account balances...
MutualFundWire.com -
Tuesday, May 1, 2012
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Newspapers' Woes Are in Funds' Future, Says Steinberg
Flows into WisdomTree ETFs hit a record as Steinberg boasts that ETFs are like the Internet for mutual funds. ..
MutualFundWire.com -
Tuesday, May 1, 2012
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PlanSponsor's New Chief Fills Two New Posts
The retirement-focused publisher adds a pair of execs...
401kWire.com -
Friday, May 1, 2009
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Dreman Reportedly Cuts Staff
The Jersey City-based firm run by legendary fund manager David Dreman has reportedly trimmed 20 percent of its workforce...
MutualFundWire.com -
Friday, May 1, 2009
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An Insurer Bids Adieu to a TPA-Focused DC Exec
A retirement sales vet departs a Midwestern provider...
401kWire.com -
Friday, May 1, 2009
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Reader Rating: 4.5
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An Insurer Slims its Asset Manager
Updated | Another financial services firm tightens its belt through the downturn...
MutualFundWire.com -
Friday, May 1, 2009
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At NRP, One Legal Eagle Moves Out, One Moves In and One Moves Up
The broker-dealer arm of the California-based firm makes some changes at the top of its legal team...
401kWire.com -
Friday, May 1, 2009
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Invesco PowerShares Plans to Shutter 19 ETFs
The Wheaton, Illinois-based firm plans to close the funds on May 19...
MutualFundWire.com -
Friday, May 1, 2009
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Hartford Sees a $1.7 Billion Drop in Q1 Fund Deposits
The Connecticut-based insurer's fund unit ended March with $28.7 billion of AUM...
MutualFundWire.com -
Friday, May 1, 2009
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A Fund Firm Fights Back Over Chrysler Bankruptcy
A statement from President Obama prompts a response from a Manhattan asset manager...
MutualFundWire.com -
Friday, May 1, 2009
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Hartford Retirement's Q1 Net Loss Widens
The insurer's retirement plans group also saw AUM decline by $10.4 billion, mainly due to the market slump...
401kWire.com -
Friday, May 1, 2009
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Reader Rating: 4
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Morningstar's Managed Accounts Fall Slower Than the Market
The Chitown-based DC managed account provider unveils its third quarter results...
401kWire.com -
Friday, May 1, 2009
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Reader Rating: 5
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Janus Finalizes a $25 Million Deal
The Denver-based fund company has finalized the purchase of an additional 3 percent stake in a subsidiary...
MutualFundWire.com -
Friday, May 1, 2009
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A 'Boring' Fund Firm Returns to Independence
As early as Friday, the New York-based asset manager is set to return to life as an independent company...
MutualFundWire.com -
Friday, May 1, 2009
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Morningstar's Net Rises While Revenues Drop
Mansueto and his team unveil results for Q1 2009...
MutualFundWire.com -
Friday, May 1, 2009
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Morgan Stanley Picks Replacements for Elmasry's Team
Morgan Stanley has tapped replacements to handle the funds run by star manager Hassan Elmasry and his team...
MutualFundWire.com -
Friday, May 1, 2009
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WisdomTree/Dreyfus Launch First Tandem Products
The WisdomTree/Dreyfus Partnership is bringing its first products to market...
MutualFundWire.com -
Thursday, May 1, 2008
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Nationwide Creates a Microsite for Advisors
The Columbus, Ohio-based provider recently unveiled a minisite containing tools and resources for advisors...
401kWire.com -
Thursday, May 1, 2008
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Reader Rating: 4
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Mutual of Omaha Works on Strategy for Retirees
The Nebraska firm plans to launch the strategy next year...
401kWire.com -
Thursday, May 1, 2008
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Pioneer Fund Changes Managers
Rod Wright is the new lead portfolio manager of Pioneer Value Fund...
MutualFundWire.com -
Thursday, May 1, 2008
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SEC Settles Fund Wrap Fee Suit with Columbia and Banc of America
The SEC has settled charges that the companies failed to disclose the use of proprietary funds in mutual fund wrap accounts...
MutualFundWire.com -
Thursday, May 1, 2008
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Hancock Funds Elects New Chairman
Interim chairman James Carlin has been given a permanent job...
MutualFundWire.com -
Thursday, May 1, 2008
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Goldman Infuses Indie B-D with Capital
Goldman Sachs has invested an undisclosed sum in BTIG LLC...
MutualFundWire.com -
Thursday, May 1, 2008
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Reader Rating: 5
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ProFunds Bets on Treasury Bond Fall with its New Funds
ProFunds has launched two new ETFs...
MutualFundWire.com -
Thursday, May 1, 2008
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PIMCO Looking to Hire Layoffs
PIMCO is interested in hiring recently dismissed Wall Street employees...
MutualFundWire.com -
Thursday, May 1, 2008
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Reader Rating: 1.5
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DTCC Makes Additions to its Board
DTCC has added four new directors to its board...
MutualFundWire.com -
Thursday, May 1, 2008
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Wilmington-AST Deal at a Close
The deal announced in January has closed...
401kWire.com -
Thursday, May 1, 2008
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Reader Rating: 5
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Wasatch Opens Funds to Market Opportunity
Yet another fund company is re-opening its funds...
MutualFundWire.com -
Thursday, May 1, 2008
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Ariel Celebrates 25th Birthday with Name Change
Ariel Capital Management is marking its 25th anniversary with a new moniker...
MutualFundWire.com -
Thursday, May 1, 2008
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Reader Rating: 2
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Edward Jones No Longer Prefers Putnam
Putnam Investments was dealt another blow this week when it was removed from the Edward Jones list of preferred funds...
MutualFundWire.com -
Thursday, May 1, 2008
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Reader Rating: 1.75
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American Funds Loses FINRA Appeal
As one of the few fund firms to fight in the fund scandals, American Funds chose to go to bat with FINRA over allegations of mis-using directed-brokerage. It appears to have lost that fight...
MutualFundWire.com -
Thursday, May 1, 2008
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Auto Parts Maker To Put the Brakes on DB Plan
The Michigan-based firm will instead offer an enhanced DC plan...
401kWire.com -
Tuesday, May 1, 2007
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Learn the Boomer Shift
A reader advises providers and sponsors on how to keep pace as a generation moves into retirement.
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401kWire.com -
Tuesday, May 1, 2007
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Reader Rating: 5
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Bailey Says His Last Goodbyes
Tom Bailey has cut his final formal attachment to the company he founded and rode to the top of the fund industry...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 4
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Changes are Coming at Morgan Stanley
Changes are in store for Morgan Stanley at the end of this year...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 3
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Schwab Launches Real Estate Fund
Charles Schwab Investment Management is throwing its that in the real estate ring with the launch of its Global Real Estate Fund...
MutualFundWire.com -
Tuesday, May 1, 2007
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NASD Officials Ordered to Testify On SRO Merger
NASD chief executive Mary Schapiro and two other NASD officials have been ordered by a judge to give depositions in a lawsuit that seeks to stop the SRO merger...
MutualFundWire.com -
Tuesday, May 1, 2007
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Suit Finds Company Stock Sub-Prime
A Peach State real estate firm faces a class action over disclosures to its participants.
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401kWire.com -
Tuesday, May 1, 2007
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Ave Maria Funds Scores a Touchdown with Its Board Recruit
Ave Maria Mutual Funds has tapped a former University of Notre Dame football coach as its new board member...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 4.17
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A New Fund Finds a Place in Harbor
Harbor Funds has launched a new equity fund...
MutualFundWire.com -
Tuesday, May 1, 2007
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Advisor Loses Arbitration Claim
The president of Sowa Financial Group Inc. in Rhode Island lost an arbitration claim that had been filed against him on April 12...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 3
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ING Takes Annuities to the Next Level
ING has developed kinder, gentler new product that takes the sting out of annuitization...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 5
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Columbia Management Hires BlackRock Vet
Bank of America's investment management division has tapped a BlackRock veteran as managing director and senior portfolio manager for cash investments...
MutualFundWire.com -
Tuesday, May 1, 2007
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Goldman Sachs Adds Two Fund-of-Funds
The New York-based firm has launched two fund-of funds...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 3.33
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Two Bank Funds Walk From Bisys
Rival mutual fund administrators appear to be benefiting from the uncertainty surrounding Bisys Groups' fund administration business...
MutualFundWire.com -
Tuesday, May 1, 2007
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Reader Rating: 3.12
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Spark Institute Commends Putnam Distribution Plan
The Simsbury, Connecticut-based group is pleased with the proposed distribution plan for Putnam Investment Management...
401kWire.com -
Tuesday, May 1, 2007
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ExpertPlan Adds Three Clients
The New Jersey-based outsourced recordkeeper added two TPAs and an RIA to its client roster in the first quarter...
401kWire.com -
Tuesday, May 1, 2007
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Who is Sweet in the New Schwab Sixteen?
A plethora of fund families just hopped onto the firm's DC plan platform used by RIAs and TPAs.
..
401kWire.com -
Tuesday, May 1, 2007
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Pay Up, Work Up for Fund Directors
More work, more pay this is now a mutual fund director's day...
MutualFundWire.com -
Tuesday, May 1, 2007
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JPMorgan Deepens Its DC I-O Bench
The Big Apple firm makes additions to its sales team that is focused on winning investment-only DC mandates...
401kWire.com -
Tuesday, May 1, 2007
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Invesmart Moves Forward With Roth
As last week's dust settles, the company has announced it's offering the Roth -- though minus the advice that goes along with RightPath...
401kWire.com -
Monday, May 1, 2006
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401kDirect Adds CIFs
The California-based firm has unveiled seven asset allocation models...
401kWire.com -
Monday, May 1, 2006
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New T. Rowe Center Aims for Rollovers
Baltimore-based investment managers T. Rowe Price have just opened a second Chicago-area center for walk-in clients. Another such office is scheduled to open on the east coast soon...
401kWire.com -
Monday, May 1, 2006
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Lyndall to Freeze Pension Plan
The Connecticut manufacturer of specialty engineered products will instead offer an enhanced 401(k) plan...
401kWire.com -
Monday, May 1, 2006
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Schroder To Raise Fees For Two Funds
Schroder Investment Management is pushing through with its proposed fee hike for two of its funds. Shareholders of the Schroder U.S. Opportunities Fund and Schroder International Alpha have given their approval to a new fee agreement, which increases the management fees from 0.73 percent to 1.00 percent, Morningstar reported...
MutualFundWire.com -
Monday, May 1, 2006
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Legg Mason Renames Former Citigroup Asset Management Group
Legg Mason is renaming the asset management group it acquired from Citigroup to ClearBridge Advisors...
MutualFundWire.com -
Monday, May 1, 2006
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The Hartford Touts Record MF Sales
Investment and insurance company The Hartford is celebrating unprecedented sales of its retail mutual fund products. In the first quarter of 2006 the company posted record net income of $728 million, or $2.34 per diluted share, a figure driven largely by brisk sales of mutual fund and retirement products...
MutualFundWire.com -
Monday, May 1, 2006
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Sprint Accused of Plan Mismanagement
A lawsuit alleges the telco of retirement plan mismanagement...
401kWire.com -
Thursday, May 1, 2003
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Reader Rating: 4
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Manulife Upgrades Investment Options
The provider has significantly bolstered its investment lineup with the addition American Funds portfolios and number of other fund options...
401kWire.com -
Thursday, May 1, 2003
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Reader Rating: 3
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Tech Firm Adds Seven More Options
This CIGNA-administered sponsor is offering a wider selection of investment options, effective today...
401kWire.com -
Thursday, May 1, 2003
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Wellington Wins Canadian Mandate
The Boston-based manager adds a second subadvisory relationship with a fund family north of the border...
MutualFundWire.com -
Thursday, May 1, 2003
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Skandia Honchos Move On
Top executives from American Skandia will not be making the move to Prudential...
MutualFundWire.com -
Thursday, May 1, 2003
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Reader Rating: 2
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TD Waterhouse is in Play
Toronto-Dominion has reportedly retained Goldman Sachs for the deal...
MutualFundWire.com -
Thursday, May 1, 2003
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Reader Rating: 2
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SanFran Family Sees Growth Opps
The bank-sponsored fund family is upping its distribution effort to capitalize on the brighter outlook for the market...
MutualFundWire.com -
Thursday, May 1, 2003
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Vanguard Adds Annuity Options
An external subadvisor wins the management duties for one of the portfolios...
MutualFundWire.com -
Thursday, May 1, 2003
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VA Adds Two Outside Managers
American Funds and Franklin-Templeton have both been added to a variable annuity product...
MutualFundWire.com -
Thursday, May 1, 2003
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Boston Vendor Pushes New Advice Product
The new investment advice product is designed for 401(k) and 403(b) plans and can be offered directly by sponsors or through the provider...
401kWire.com -
Thursday, May 1, 2003
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Reader Rating: 3
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Trust Firm Eyes TPA-channel Growth
This Delaware-based firm is launching an online, real-time employee benefit payment system for sponsors and TPAs...
401kWire.com -
Thursday, May 1, 2003
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Reader Rating: 5
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Can Fund Firms Collect?
Wall Street investment banks are chipping into a $399 million pot to pay restitution to investors. At least two fund firms are going to try to collect...
MutualFundWire.com -
Thursday, May 1, 2003
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The Fleet is Sailing
Invesco will be taking over the Massachusetts vendor's recordkeeping business...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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The Sun Is Rising on Brazos
Parent finally embraces its Lone Star adoptee with a party for all...
MutualFundWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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The State of Online Recordkeeping
Cerulli Associates has released their report on the state of the 401k business and provide an opinion on the role of the Internet in recordkeeping services...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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The Last Roundup
Was there room for another advice alliance? Apparently so, as mPower teams up with Hartford Life...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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New Money Insulates Value-House Target
Neuberger execs maneuver against possible acquisitions...
MutualFundWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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Sage Adds Sector Portfolios
Sage Adds Sector Portfolios ... Sun Life adds five ... Farmers Life makes additions as well ... American Century gets a new class ... Merrill Exec at Manulife ... Portman-Cardin lives...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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Sage Adds Sector Portfolios
Sage Adds Sector Portfolios ... Sun Life adds five ... Farmers Life makes additions as well ... American Century gets a new class ... Merrill Exec at Manulife ... Portman-Cardin lives...
MutualFundWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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Ave Investments!
Rejoice ye sinners for there is a new fund with Catholic-oriented investments...
MutualFundWire.com -
Tuesday, May 1, 2001
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Reader Rating: 5
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The Lowdown at Scudder
19 employees are shifted to new divisions within Scudder as the firm reassesses its focus in the marketplace...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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New Online Offerings
Both ADP and DirectAdvice have been tinkering around the worldwide web and are offering new services...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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Self-Directed Brokerage Windows in 401k Plans: Empowering Participants, Protecting Sponsors
Self-directed brokerage options can help sponsors meet their fiduciary requirements...
401kWire.com -
Tuesday, May 1, 2001
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Reader Rating: 3
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mPower Hires New V.P.
The San Francisco advice online advice provider has a new v.p. in its investments group...
401kWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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CIGNA Retirement Gets New Head
A new chief at CIGNA will combine investment and retirement strategies...
401kWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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Online Advice: Flexible Lifestyles Need Flexible Programs
Sue Stevens looks at the pros of giving participants online advice tools...
401kWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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Ivy Reopens Fund, Hires Scudder Manager
Ivy Mackenzie has hired the former head of institutional international equities at Scudder Kemper to manage its newly re-opened International Fund and team...
MutualFundWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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GE Launches New Funds
Four new funds from GE are being launched taking its total up to 21...
401kWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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GE Launches New Funds
Four new funds from GE are being launched taking its total up to 21...
MutualFundWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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FirstHand To Institute Redemption Fees
Starting July 1, Silicon Valley's FirstHand Funds will be fighting off the timers with a 2% redemption fee for its five mutual funds...
MutualFundWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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May 1, 2000
Reliastar snapped up by ING ... Rydex reveling in risky niche...
401kWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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May 1, 2000
Reliastar snapped up by ING ... Rydex reveling in risky niche...
MutualFundWire.com -
Monday, May 1, 2000
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Reader Rating: 3
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Sponsor Spotlight: Sponsors Worry about Diversification
The Sponsor Spotlight is a weekly column which will provide readers with an overview of the important issues for plan sponsors. It will also uncover potential searches, recap the week's search activity and hirings and firings reported in other sources.
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401kWire.com -
Friday, May 1, 1998
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Reader Rating: 3
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TCW Building DC Sales Force
Trust Company of the West is seeking a national sales manager as it builds a sales force to market its new 401(k) Guided Choice advisory product. Brian Tarbox, senior vp of the defined contribution group at TCW, reported that the investment management firm will be also adding to its direct sales force after the national sales manager postion has been filled...
401kWire.com -
Friday, May 1, 1998
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Reader Rating: 3
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Wisconsin Public Services Adds Funds
Green Bay, WI-headquartered Wisconsin Public Service Corporation will be adding one fund and changing one fund to its investment line-up, J.J. Myers, administrator for financial management, told the 401kWire. The plan has in excess of $125 million in assets with 2500 participants...
401kWire.com -
Friday, May 1, 1998
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Reader Rating: 3
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