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News Stories Archives - Since 1998
Near Tampa, a 26-Year Franklin Templeton Vet Exits The departing sales vet first joined Franklin Templeton in 1997... MutualFundWire.com - Thursday, February 22, 2024
A 12-Year FuturePlan Vet Starts a TPA The new firm is located in the Southland... 401kWire.com - Thursday, February 22, 2024
A 35-Year Hancock Vet Passes the Torch The retiring veteran first joined John Hancock in 1987... 401kWire.com - Thursday, February 22, 2024
Wilson Will Take Over a Midwestern Bank's RKer The publicly traded bank's retirement plan provider team serves more than 8,000 plans and about 474,000 participants... 401kWire.com - Thursday, February 22, 2024 - Reader Rating: 2
With a $15B Spike, Vanguard Regains the Lead The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, February 22, 2024
In FL, a 25-Year-Old Payroll Shop Preps a PEP The team at a 12-location firm is becoming a PPP. Their first pooled employer plan is slated to debut next month... 401kWire.com - Thursday, February 22, 2024
Small Firm Inflows Fall By $1.2B, But ... The M* team updates U.S. flows data for January 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, February 22, 2023
A Tennis-Pro-Turned-KPA Joins OneDigital The new hire is based in South Florida... 401kWire.com - Wednesday, February 22, 2023 - Reader Rating: 1
40.9MM Participants and Counting A provider's participant count rose by eight percent last year, as did its operating expenses... 401kWire.com - Wednesday, February 22, 2023
"There Was No Other Candidate" A Wolters Kluwer alumnus joins an Alabama firm... 401kWire.com - Wednesday, February 22, 2023 - Reader Rating: 4
An ETF Entrepreneur Runs For President He's stepping back at his startup, while his fellow co-founder is stepping up... MutualFundWire.com - Wednesday, February 22, 2023 - Reader Rating: 1
In the Southeast, a Human Interest Alum Joins Nationwide The ex-FA is an alumnus of Gallagher, Newport, and Pru... 401kWire.com - Wednesday, February 22, 2023
A November Launch Dominates In January The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, February 22, 2022
13 Years In, an FL Wholesaler Becomes a KPA The 401(k) industry veteran most recently spent more than four years with Lincoln... 401kWire.com - Tuesday, February 22, 2022
A $1.8B Plan Re-Ups For Three Years The DC plan has nearly 11,000 participants and has been with its current provider for five years... 401kWire.com - Tuesday, February 22, 2022
Week In Preview, February 22 - February 27 This week, the teams at Callan, EBRI, Faegre Drinker, Fi360, WealthManagement.com, and WIPN are hosting events... 401kWire.com - Tuesday, February 22, 2022
Week In Preview, February 22 - February 27 This week, the teams at Fund Intelligence, IDC, IMDDA, MFDF, and Nicsa are hosting events... MutualFundWire.com - Tuesday, February 22, 2022
An $81B-AUM Fund Firm's Prez Pinch-Hits One of the 35-year-old mutual fund shop's co-founders takes medical leave of absence... MutualFundWire.com - Monday, February 22, 2021
A 450,000-Participant RKer Preps Online Upgrades An Empire State firm's team has been working on website for nearly a year... 401kWire.com - Monday, February 22, 2021
Wilson Brings Back a Nine-Year Voya Vet The new hire now serves as a wholesaler covering Idaho and Oregon... 401kWire.com - Monday, February 22, 2021 - Reader Rating: 2
Three Retirement Insiders Win at OneAmerica The insurer's team recently honored a dozen employees, including several from their retirement plan recordkeeping business... 401kWire.com - Monday, February 22, 2021 - Reader Rating: 3
Week In Preview, February 22 - February 28 This week, the teams at the DoL, Fi360, and WiPN will host online events... 401kWire.com - Monday, February 22, 2021
Week In Preview, February 22 - February 28 This week, the teams at Credit Suisse, DAI Partners, MFDF, Nicsa, and ProShares will host online events... MutualFundWire.com - Monday, February 22, 2021
Lori Lucas Hires a Member Relations Specialist The think tank chief's latest hire brings trade association experience... 401kWire.com - Friday, February 22, 2019
Fidelity Institutional Holds Steady Abby Johnson and her team shed light on the Boston Behemoth's interesting, and record-breaking, 2018... MutualFundWire.com - Friday, February 22, 2019
Another Year, Another $92B In DC Assets A DC industry behemoth now works with 31.1 million workplace and health care participants... 401kWire.com - Friday, February 22, 2019
Five Years In, Two Wilshire MF Execs Move Up The consulting firm has two new SVPs... MutualFundWire.com - Friday, February 22, 2019
Hindman Promotes a Wilshire Trio The firm�s wave of internal promotions includes VPs and managing directors.. 401kWire.com - Friday, February 22, 2019
A Thompson & Knight ERISA Specialist Rises The Texas law firm's new partner is part of a larger ERISA team... 401kWire.com - Friday, February 22, 2019 - Reader Rating: 1
The Fundster 401k Roundup, February 16-22 One deal in particular dominated defined contribution industry headlines this week... MutualFundWire.com - Friday, February 22, 2019
UMB's Quill and Fischer Explain Their New Foci MFWire talks to the two execs about their new roles and about UMB Fund Services' recent shift... MutualFundWire.com - Thursday, February 22, 2018
After a Multi-Year Fight With Cancer, an Empire State KPA Dies A core GRP advisor who sold his practice passed away in December... 401kWire.com - Thursday, February 22, 2018
A New Jersey RKer Wins IberiaBank The Louisiana-based financial holding company has picked a recordkeeper for both its non-qual and 401(k) plans... 401kWire.com - Thursday, February 22, 2018
Meet Charlie Nelson's Familiar New Boss With Alain Karaoglan heading out, Voya's retirement chief will now be reporting to ..... 401kWire.com - Thursday, February 22, 2018 - Reader Rating: 3.5
Flanagan Consolidates Invesco's Brands The publicly traded, multinational asset manager's chief is streamlining the image that the company shows to the world... MutualFundWire.com - Thursday, February 22, 2018
Booth Anoints a Second Successor The DFA founder has found another co-CEO. Yet David Booth isn't going anywhere just yet... MutualFundWire.com - Wednesday, February 22, 2017
Clancy Searches for a Second-in-Command After Scott Stevens left Fidelity last month, there's an open role at the platform... MutualFundWire.com - Wednesday, February 22, 2017
Filings for Fundsters - February 22, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Wednesday, February 22, 2017
NAPA Names 2017 Class of "Young Guns" The National Association of Plan Advisors (NAPA) has named NAPA�s 2017 Top Retirement Plan Advisors Under 40!.. 401kWire.com - Wednesday, February 22, 2017
Study: Nearly Half Are Positive on Golden Years In perceptions of retirement, the T. Rowe Price study found both generational and gender differences. .. 401kWire.com - Wednesday, February 22, 2017
Google Director Joins Betterment Board The benefits executive brings two decades of experience to the robo advisor. .. 401kWire.com - Wednesday, February 22, 2017 - Reader Rating: 2
Minnesota Judge Denies DoL's Request The Minnesota judge rules that the show must go on. .. 401kWire.com - Wednesday, February 22, 2017 - Reader Rating: 2.5
Schlichter Targets Big Oil A$19 billion plan sponsor is the target of the class-action lawyer's latest 401(k) fee lawsuit. .. 401kWire.com - Monday, February 22, 2016 - Reader Rating: 5
John Hancock Retains and Steels $670MM in Plan Assets John Hancock picks up on two retirement plans worth $670MM from a domestic steel provider... 401kWire.com - Monday, February 22, 2016 - Reader Rating: 4
A Midwestern PM Leaves a $1.4B Value Fund Duo Updated \| Two research analysts will fill the departing PM's shoes... MutualFundWire.com - Monday, February 22, 2016
A Carolina TPA Executive Moves West The move is aimed at bolstering the TPA's efforts throughout the Midwest. .. 401kWire.com - Monday, February 22, 2016 - Reader Rating: 5
A MidWest KPA Shop Opens A Louisville Office A Chicago-based consulting firm spreads its wings in Kentucky... 401kWire.com - Monday, February 22, 2016 - Reader Rating: 4
TRA Is On The Acquisition Prowl Again On the heels of a January purchase, TRA is looking to do more deals... 401kWire.com - Monday, February 22, 2016 - Reader Rating: 3.75
The Grand Canyon State Issues An RFP A pair of DC plans are in need of recordkeeper bids. .. 401kWire.com - Monday, February 22, 2016
CREF-Less The mutual fund shop and Nuveen parent is rebranding... MutualFundWire.com - Monday, February 22, 2016 - Reader Rating: 4
TIAA Who? The higher-ed 403(b) titan slims down its branding... 401kWire.com - Monday, February 22, 2016 - Reader Rating: 4
Fidelity Targets Millennials for America Saves Week 2016 Fidelity celebrates America Saves Week 2016... 401kWire.com - Monday, February 22, 2016
BlackRock: An Adolescent In An Industry of 55-Year-Old White Males An M* analyst ponders the strengths and weaknesses of the largest asset manager in the world... MutualFundWire.com - Monday, February 22, 2016
CUNA Mutual Gathers 401k Folk in Florida The insurer's retirement arm kicks off its annual KPA conference tonight in Orlado... 401kWire.com - Sunday, February 22, 2015 - Reader Rating: 4.07
Vanguard's IM Chiefs Shuffle The low cost mutual fund giant promotes and moves around five senior investment executives... MutualFundWire.com - Friday, February 22, 2013
It's America Saves Week, and Everyone's Getting Ready RKers, banks, and Phyllis Borzi are all getting in the spirit... 401kWire.com - Friday, February 22, 2013 - Reader Rating: 3
Stork And Reaper for the Week of February 19, 2013 Read up on the latest mutual fund product changes!.. MutualFundWire.com - Friday, February 22, 2013
Aberdeen Raises $500 Million After the Artio deal announcement, Aberdeen refinances... MutualFundWire.com - Friday, February 22, 2013
PSCA and Principal Survey 403bs, Again New benchmarking data will be included in the results... 401kWire.com - Friday, February 22, 2013
BPAS Hires in Florida A new wholesaler is joining the upstate NY firm... 401kWire.com - Friday, February 22, 2013
For $2.6B, Harbor's Parent Finally Sells The Dutch owner of Harbor Funds and four other U.S. asset managers finds a buyer. Yet Harbor doesn't expect its new masters to rock the boat much... MutualFundWire.com - Friday, February 22, 2013 - Reader Rating: 4
USA Today Tracks Mutual Funds Newspaper provides retail customers with new way to judge you... MutualFundWire.com - Friday, February 22, 2013
The ICI Says Americans Want To Keep 401ks And Reuters is on the story... 401kWire.com - Friday, February 22, 2013 - Reader Rating: 1.5
Fido Searches for an Internal Wholesaler Manager The exec will lead a team of internal wholesalers in Texas... MutualFundWire.com - Friday, February 22, 2013
Crestview's Victory Catches the Media Spotlight The Crestview and Victory LBO draws the attention of over a dozen news outlets... MutualFundWire.com - Friday, February 22, 2013
The AP Talks About Retail Investors' Irrationality Why your clients don't see the same returns your fund does... MutualFundWire.com - Friday, February 22, 2013
Ex-Regulators Tell The FSOC To Stand Down on Money Funds A bi-partisan group of former SEC officials want the FSOC to not act on money fund reform... MutualFundWire.com - Friday, February 22, 2013
Should Fundsters Get Into the Buyout Biz? Fortune says mutual funds might need to turn to deals to earn competitive returns... MutualFundWire.com - Friday, February 22, 2013
Rittling Moves on from MFS The distribution executive left the Boston-based fund firm in late January... MutualFundWire.com - Wednesday, February 22, 2012 - Reader Rating: 5
Thomson Reuters Aims a Crystal Ball at Institutional Stock-Picking The business intelligence specialists offer a new model for forecasting buying and selling behavior... MutualFundWire.com - Wednesday, February 22, 2012
Cove Street Goes from Sub-adviser to Investment Adviser Cove Street now wears the mutual fund sponsor hat at the fund that it previously sub-advised for City National Asset Management... MutualFundWire.com - Wednesday, February 22, 2012
A $45M Plan Reups With Valic An Arkansas hospital sticks with the DC provider... 401kWire.com - Wednesday, February 22, 2012 - Reader Rating: 3
Mercer Wins Over a 3,000-Participant Union Plan Updated \| Part of the AFL-CIO turns its DC platform over to the Marsh subsidiary... 401kWire.com - Wednesday, February 22, 2012 - Reader Rating: 1
Lincoln Taps a Pru Alum to Lead its Stable Value Biz Updated \| A Keystone State bundled provider names a stable value business leader... 401kWire.com - Wednesday, February 22, 2012
J.P. Morgan Puts Down a Stable Value Feature The bundled provider takes a new approach to the niche asset class... 401kWire.com - Wednesday, February 22, 2012 - Reader Rating: 4
Janus Tries to Deleverage By $100M The Mile-High City offers to snap senior notes maturing in 2014 and 2017... MutualFundWire.com - Wednesday, February 22, 2012
Morningstar, Ariel Execs Land on a Power List Chicago Magazine releases its list of the 100 Most Powerful Chicagoans... MutualFundWire.com - Wednesday, February 22, 2012
Eaton Vance Goes to the Lion City The Boston-based asset manager is opening a Singapore office... MutualFundWire.com - Wednesday, February 22, 2012
SSgA Shows the SEC a New SPDR Sample The ETF provider files to launch a new fixed income offering... MutualFundWire.com - Wednesday, February 22, 2012
SEC Probes Popular ETFs Now, Too Securities regulators reportedly widen their investigation into trading delays related to ETFs... MutualFundWire.com - Wednesday, February 22, 2012
Virtus Debuts its Ad Campaign The Connecticut-based mutual fund firm gives advisors answers to frequently asked questions... MutualFundWire.com - Tuesday, February 22, 2011
Lincoln Hires to Boost its Digital Team The plan provider brings in a PricewaterhouseCoopers alum... 401kWire.com - Tuesday, February 22, 2011
Merk Nabs a Van Eck Distribution Exec Merk Investments is making room on its roster for a new distribution chief... MutualFundWire.com - Tuesday, February 22, 2011 - Reader Rating: 3
Gemini Accesses a New Partnership The mutual fund back-office firm teams up to help fund firms get a better picture of their sales and asset levels... MutualFundWire.com - Tuesday, February 22, 2011
BrightScope Names the Top 25 Law Firm 401ks The ratings and investment research shop today released its list of the top law firms with the highest ranked 401k plans... 401kWire.com - Tuesday, February 22, 2011 - Reader Rating: 3
Diversified Touts a Trio of Client Wins The New York-based plan provider today unveiled three new wins to kick off the 2011 campaign... 401kWire.com - Tuesday, February 22, 2011 - Reader Rating: 2.75
DailyAccess Says Goodbye to Another C-Level Exec The recordkeeping TPA prepares to search for a replacement... 401kWire.com - Tuesday, February 22, 2011 - Reader Rating: 1
WSJ Notices Participants Haven't Saved Enough The paper worries about how much is inside of 401ks... 401kWire.com - Tuesday, February 22, 2011
Top Advisor: Joel Shapiro 401(k) Advisors/Retirement Plan Advisory Group.. 401kWire.com - Tuesday, February 22, 2011 - Reader Rating: 1
Top Advisor: Aaron Hagwood The Hagwood Tomoda Group (Morgan Stanley Smith Barney).. 401kWire.com - Tuesday, February 22, 2011
Larry Fink Does Not Mind Taking Off His Shoes at the Airport The highest paid CEO in finance flies commercial, the New York Post reports... MutualFundWire.com - Tuesday, February 22, 2011 - Reader Rating: 5
Barron's Crowns Gundlach the 'King of Bonds' The pub profiles the chief of DoubleLine Capital... MutualFundWire.com - Tuesday, February 22, 2011 - Reader Rating: 5
Gabelli Brings Back Zuccaro GAMCO has a new CFO in place and is ready to look for acquisitions and lift-outs... MutualFundWire.com - Tuesday, February 22, 2011
Clearbridge Names its New Prez The Legg Mason affiliate has a new president in place... MutualFundWire.com - Tuesday, February 22, 2011
Bogle Praises Bill Gross In an interview with TheStreet, the Vanguard founder talks about who he thinks investors should be listening to in the coming years... MutualFundWire.com - Monday, February 22, 2010
Get to Know the Most Influential Retirement Advisors Who are the leading retirement plan advisors in the United States? Today, that is a tough question to answer... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 2.5
NRP Heads the List of BDs Working with Retirement Advisors Which broker-dealers are working most closely with the top retirement advisors?.. 401kWire.com - Monday, February 22, 2010 - Reader Rating: 1
Busted: Father and Son Plead Guilty to 401k Theft The owners of an electric company will not go to jail for embezzling from the firm's DC plan... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 1.75
The FPA Throws its Weight Behind a Fiduciary Guru A familiar face lands a partnership with the financial planning trade group and publishes an e-book... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 3.5
A Fund CEO Passes the Baton Updated \| A new leader takes flight at the New York mutual fund company... MutualFundWire.com - Monday, February 22, 2010
Hancock Seizes Another Fund Opportunity The Boston-based fund firm expands is product roster... MutualFundWire.com - Monday, February 22, 2010
Borzi and Co Offer a Hand to 403b Sponsors EBSA reminds the ERISA-covered part of the 403b world that 5500 requirements have changed... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 1
The IRI Wants 100,000 Advisors At its annual marketing conference the trade group reveals a lofty membership goal... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 1.5
A Midwestern Consulting Firm Reports a New Feature A defined contribution advisory firm unveils a new feature for its clients... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 2
How Much is Financial Engines Worth? The online advice and managed account specialist puts an estimated price tag on its upcoming IPO... 401kWire.com - Monday, February 22, 2010 - Reader Rating: 3
Ex-MFS Chief Joins Morgan Stanley A former chairman and CEO of MFS has taken on the role of senior advisor at MSIM... MutualFundWire.com - Monday, February 22, 2010
PIMCO's Managers Lead the Pack in Advisors' Minds A survey of over 3,000 advisors also places Ivy Funds and Black Rock in the top five in terms of perceived manager expertise and knowledge.... MutualFundWire.com - Monday, February 22, 2010
Invesco Plans to Drop the AIM Brand But Will Keep Van Kampen Updated \| The timeframe for the change was not immediately clear... MutualFundWire.com - Monday, February 22, 2010 - Reader Rating: 2
Niche ETFs Build Solid Performance YTD The Wall Street Journal highlights another specific type of ETF... MutualFundWire.com - Monday, February 22, 2010
A Mutual Fund Investor Wins $2.5 Million From Morgan Keegan The brokerage may have already moved some bond funds to another manager, but the arbitration losses keep coming... MutualFundWire.com - Monday, February 22, 2010
Three Move Up at American Century The Kansas City-based fund firm sees changes in its C-level ranks... MutualFundWire.com - Monday, February 22, 2010
Morningstar Managed Account AUM Shoots Past $13 Billion AUM in the Chicago firm's managed retirement accounts at the end of 2007 is up 59.3 percent from the year before... 401kWire.com - Friday, February 22, 2008
BenefitStreet to Put its TPAs on the Auction Block The San Ramon, California-based recordkeeper plans to sell all but one of the TPAs it owns. .. 401kWire.com - Friday, February 22, 2008 - Reader Rating: 4.33
Two LPL B-Ds Switch to New Chief A top indie broker-dealer exec is walking out on two old Pac Life businesses. .. MutualFundWire.com - Friday, February 22, 2008
A Second Sale Could be in the Works at UBoC Another sale of UBoC plan business is in the works and it could be down to one buyer... 401kWire.com - Friday, February 22, 2008 - Reader Rating: 5
Back-Office Jobs Take the Spotlight This week we check out back-office jobs... MutualFundWire.com - Friday, February 22, 2008
Schwab Institutional Names a New COO The San Francisco firm tapped one of its own for the job... MutualFundWire.com - Friday, February 22, 2008 - Reader Rating: 4
Mutual Fund Links Here are some publications and resources that should come in handy for mutual fund industry executives... MutualFundWire.com - Friday, February 22, 2008
Regions Faces More Company Stock Flak Another class action firm sets its sights on the Alabama bank and its DC plans. .. 401kWire.com - Friday, February 22, 2008
Florida RIA/TPA Adds a Little Retirement to the Brand An advisory and recordkeeping firm changes its name, but only just. .. 401kWire.com - Friday, February 22, 2008 - Reader Rating: 2
Vanguard Taps a New Institutional Chief UPDATED\| The Valley Forge, Pennsylvania-based firm has appointed a successor to Bill McNabb, who is moving up to lead the company as president and CEO... 401kWire.com - Friday, February 22, 2008
Connecticut Plan Presents Opportunity to Providers A proposal to provide retirement plans to participants at small businesses could give some vendors a chance to get the word out. .. 401kWire.com - Friday, February 22, 2008
Vanguard Names Brennan Successor Bill McNabb will take over the reins from Brennan in the next 12 months... MutualFundWire.com - Friday, February 22, 2008 - Reader Rating: 5
WSJ Picks Up the Putnam Story Friday's WSJ Fund Track column delves into some of the widely reported problems going on at Putnam... MutualFundWire.com - Friday, February 22, 2008
Morningstar Q4 Net Up 47 Percent Consolidated revenue at the Chicago company went up 36 percent in the final quarter of 2007... MutualFundWire.com - Friday, February 22, 2008
Jaffe to Investors: Avoid the Wrong Direxion The columnist takes on a fund based on timing yearly cycles. .. MutualFundWire.com - Friday, February 22, 2008
AP Throws Light on ICI Lobbyist Spending The ICI's lobbying spending is getting a closer watch by the media than in the past... MutualFundWire.com - Friday, February 22, 2008
HP Expands Scope of Pension Freeze The Palo Alto, California-based firm says employees who weren't affected by last year's freeze will cease accruing pension benefits after December 31, 2007... 401kWire.com - Thursday, February 22, 2007
Nationwide Releases Roth Numbers The Columbus, Ohio-based provider said it has seen tremendous interest in the Roth 401(k)... 401kWire.com - Thursday, February 22, 2007
NRP Looks East The national advisor network's purchase of an Ohio broker-dealer comes into the light. .. 401kWire.com - Thursday, February 22, 2007 - Reader Rating: 3.5
BPAS Gets a Hand The parent of the upstate New York TPA swallows up a TPA from down south. .. 401kWire.com - Thursday, February 22, 2007 - Reader Rating: 3
Fund Ratings Industry Consolidates Further There are only two major players left in the fund rating world, which could herald higher prices... 401kWire.com - Thursday, February 22, 2007
Schwab Tops Rankings In Mid Market Based on client satisfaction, the San Francisco-headquartered firm led other mid-market providers in 401kExchange's 2006 Provider Ratings... 401kWire.com - Thursday, February 22, 2007 - Reader Rating: 1
Pru Argues for Revamped 401ks The bundled plan provider argues for auto plans and annuity features as part of a policy white paper... 401kWire.com - Wednesday, February 22, 2006
Putnam Adds New Age-Based Portfolio Option In response to increasing demand for age-based investment products, Putnam has expanded its pre-diversified line... 401kWire.com - Wednesday, February 22, 2006 - Reader Rating: 3
DIA Hires Western Wholesaler The bundled plan unit of Aegon has a new face in L.A... 401kWire.com - Wednesday, February 22, 2006
Regulators Will Sort Out a Mixed Bag of 529 Plan Rules Regulators are getting together to smooth the operations of the 529 College Savings Plan marketplace. The NASD and the Municipal Securities Rulemaking Board (MSRB) on Wednesday vowed to work to ensure that their respective rules governing mutual fund sales and 529 college savings plans are in sync... MutualFundWire.com - Wednesday, February 22, 2006
Brit Manager Targets 401ks A London-based firm will offer its just launched U.S. mutual fund to 401(k) plan sponsors. .. 401kWire.com - Wednesday, February 22, 2006
Mellon Sub Makes Foray Into DC Market The firm is targeting the 401(k) market for its first mutual fund in the US... MutualFundWire.com - Wednesday, February 22, 2006
MassMutual Makes Moves The New England insurer puts its success down to improvements in operations and product offerings... MutualFundWire.com - Wednesday, February 22, 2006
U.S. Bancorp Adopts a New Brand U.S. Bancorp is rebranding the advisor of the First American Funds as part of an effort to woo registered advisor... MutualFundWire.com - Wednesday, February 22, 2006
Northern Trust Picks President Northern Trust Corp. has elevated Frederick "Rick" Waddell, a 30-year company veteran, to president and chief operating officer... MutualFundWire.com - Wednesday, February 22, 2006
CPI Adds Payroll Division The TPA sees more 401(k) business with the establishment of its payroll division... 401kWire.com - Wednesday, February 22, 2006 - Reader Rating: 5
Financial Engines Hits First Managed Account Milestone Managed accounts are a hot item for the California advisory firm. It inks deal with JPMorgan RPS... 401kWire.com - Tuesday, February 22, 2005
Florida TPA Taps Sales Chief A former BenefitStreet executive will oversee sales and marketing for a newly merged TPA in the Sunshine state... 401kWire.com - Tuesday, February 22, 2005 - Reader Rating: 4.78
Principal Readies EGTRRA IRAs The insurer has found a solution for its EGTRRA IRA product... 401kWire.com - Tuesday, February 22, 2005 - Reader Rating: 3
Winn-Dixie Files Chapter 11; Already Faced Suits The grocer readies for a voluntary reorganization. It already faced three company stock suits... 401kWire.com - Tuesday, February 22, 2005
ELIC Trial Starts The trial against French financier Francois Pinault and Artemis, a company owned by Pinault started Friday with opening arguments... 401kWire.com - Tuesday, February 22, 2005
NASD Hits Two B/D's for Taking Directed Brokerage The NASD sanctioned Quick & Reilly and Piper Jaffray Tuesday over their acceptance of directed brokerage. Both broker dealers operated "preferred partner" or "shelf space" programs, according to the NASD, and favorably treated some funds in return for brokerage commissions and other payments... MutualFundWire.com - Tuesday, February 22, 2005
Lipper Names Top Fund Group Nikko Asset Management has won the Reuters' Lipper Award for Best Fund Group, said Tim McCarthy, CEO and chairman of the Tokyo-based fund firm. The award is based on quantitative performance analysis in three asset class categories; Equity funds, Fixed Income funds and Mixed Asset funds... MutualFundWire.com - Tuesday, February 22, 2005
Take Two: SEC Again Considering Shrinking Prospectuses Paul Roye is interested in slimming down prospectus to just a handful of pages. The head of the SEC's Investment Management Division told fund directors last week that that making the documents less hefty could be one way of improving them... MutualFundWire.com - Tuesday, February 22, 2005 - Reader Rating: 2.33
China May Open Door for Bank Funds Fund firms seeking opportunities in China have a longer list of possible partners under a new rule issued by China's central bank... MutualFundWire.com - Tuesday, February 22, 2005
First Spitzer Test Appears Set for March A judge is expected to reject Theodore Sihpol's motion seeking a dismissal of charges brought against him by Eliot Spitzer, putting the case on course for a spring trial. The New York Attorney General arrested Sihpol for allegedly helping Canary Capital Partners place after-hours trades in Bank of America mutual funds. .. MutualFundWire.com - Tuesday, February 22, 2005
One Group is No More It is now official; The One Group Mutual Funds no longer exist. JPMorgan Asset Management absorbed the fund Tuesday into its JPMorgan Funds family. The merger of the two fund groups has been in the works since JP Morgan Chase took over Bank One last year. JPMorgan Funds officials said that they are supporting the newly merged funds through a "visible sales & marketing campaign." .. MutualFundWire.com - Tuesday, February 22, 2005
Vanguard Goes to Israel Vanguard is entering the Israeli fund market, reports the Jerusalem Post. The Valley Forge, Pennsylvania-based fund firm signed a partnership with the Forum group on Sunday in Tel Aviv in order to gain entry to the Middle Eastern market... MutualFundWire.com - Tuesday, February 22, 2005 - Reader Rating: 4
Global Crossing Investors Try for Second Life Morgan Stanley Readies Biotech Fund... 401kWire.com - Friday, February 22, 2002 - Reader Rating: 3
MS Readies Biotech Fund Global Crossing Investors Try for Second Life. .. MutualFundWire.com - Friday, February 22, 2002 - Reader Rating: 3
Is Advice a Solution or a Wedge? Comments made this week by the ICI head show plan sponsors and fund firms to be on a collision course. .. 401kWire.com - Friday, February 22, 2002 - Reader Rating: 3
Enron Matters to Participants The lesson of Enron is that retirement accounts are not safe, say Americans... 401kWire.com - Friday, February 22, 2002 - Reader Rating: 3
TD Waterhouse Adds Foundations Advisors using the custodian get another product as a gift at the annual Partnership conference... MutualFundWire.com - Friday, February 22, 2002 - Reader Rating: 3
New Mexico Firm Adding Sales Staff The $5 billion New Mexico fund family is growing its sales force and product line. Two new wholesalers have signed on. .. MutualFundWire.com - Friday, February 22, 2002 - Reader Rating: 3
Fidelity Plans Benefits Portal The Boston Behemoth is tying it all together to create a mega-site for 50 of its largest clients. DC, DB, payroll and other data will be in one place... 401kWire.com - Thursday, February 22, 2001 - Reader Rating: 3
Bank Wins Wireless Bundled vendor taps the plan of a wireless giant... 401kWire.com - Thursday, February 22, 2001 - Reader Rating: 3
February 22, 2001 Veres Bails from Morningstar... Cramer Takes Firsthand's Marketing Strategy to Task.. MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
What Do Marketers Make? The typical head of marketing pulls down $205k annually, says survey. .. MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
Back-Office Shenanigans at NICSA PFPC tells the future and DST lights it up in balmy Miami... MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
What Should I Invest In? A NICSA panel strategizes the "Changing Face of Advice.".. MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
Stilwell Starts Buyback Stilwell Starts Buyback ... FinancialPlanning Adds Thomson Tools ... Web-based 401k Raises Funds ... .. MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
ExpertPlan Raises Round Two Stilwell Starts Buyback ... FinancialPlanning Adds Thomson Tools ... Web-based 401k Raises Funds ... .. 401kWire.com - Thursday, February 22, 2001 - Reader Rating: 3
mPower CEO is Gone! mPower's Dennis Chookaszian steps down as CEO... 401kWire.com - Thursday, February 22, 2001 - Reader Rating: 3
UNX Cuts Marketing Position The basket trading platform and exec part ways... MutualFundWire.com - Thursday, February 22, 2001 - Reader Rating: 3
Franklin Closes the Door Franklin is closing two of its funds but will be opening replacements... MutualFundWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
Ironworkers Like Stability Unionized Ironworkers in Western Pennsylvania has selected a GIC option for their DC plan... 401kWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
A Closer Look With Ruth Hughes-Guden Ruth Hughes-Guden spoke to the 401kWire about where the industry is going and what needs to be changed... 401kWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
TD Waterhouse Brokerage Services on Money.net A New York financial portal allies with TD to provide online brokerage services... MutualFundWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
MacKay Appoints New High Yield Director MacKay Shields has replaced its managing director of the high yield group... MutualFundWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
Odd Lots, February 22, 2000 Pioneer in stormy waters ... Is it that time again? ... Stuart's in trouble ... Fidelity fracas... 401kWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
Odd Lots, February 22, 2000 Pioneer in stormy waters ... Is it that time again? ... Stuart's in trouble ... Fidelity fracas... MutualFundWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
FITSCo's New Wins In Boston, Fidelity Investments Tax-Exempt Services (FITSCo) has landed a number of new clients for its various defined contribution services... 401kWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
New Pioneer Fund for Europe A new value fund offered by Incam AG is being offered to the European market as a counterpart to its domestic fund... MutualFundWire.com - Tuesday, February 22, 2000 - Reader Rating: 3
The Future of 457 Plans As the 401k marketplace matures, does that mean that the 457 arena is changing as well? The 401kWire.com speaks with an expert in the field on this issue... 401kWire.com - Monday, February 22, 1999 - Reader Rating: 3
457 Plan Links Click on the More link to see the full list!.. 401kWire.com - Monday, February 22, 1999 - Reader Rating: 3
457 Plan Links Click on the More link to see the full list!.. 401kWire.com - Monday, February 22, 1999 - Reader Rating: 2
Catching Shoppers With "White Label" Funds ETRADE takes a page out of Schwab's playbook as it puts the finishing touches on its new fund supermarket... MutualFundWire.com - Monday, February 22, 1999 - Reader Rating:* 3
Vanguard Celebrates Tax Season With New Tax-Managed Fund Vanguard, feeling our pain, is launching newest tax-managed offerings well before April 15... MutualFundWire.com - Monday, February 22, 1999 - Reader Rating: 3
Vernay Labs Changes Plan Yellow Springs, Ohio-located Vernay Laboratories, Inc. has changed the bundled service for its defined contribution plans to Cincinnati, Ohio-based Star Bank>... 401kWire.com - Monday, February 22, 1999 - Reader Rating: 3
TAG On: The Same Desk Rule TAG advises an employer not to terminate all of the employees of a sold off unit and explains the rules... 401kWire.com - Monday, February 22, 1999 - Reader Rating: 3
Odd Lots, Feb. 22, 1999 JP Morgan moves its tech head West ... What do credit ratings mean to a junk bond fund manager? ... Fund fees edge down ... Fasciano triples its assets from $100 million to $300 million... MutualFundWire.com - Monday, February 22, 1999 - Reader Rating: 3

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