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News Stories Archives - Since 1998
A Subadvised Fund Firm Is Back On Top, Proportionately The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, August 16, 2019
A Marketing Analyst Joins Pru Retirement Coming from a career of communications and PR, she enters Pru�s retirement business... 401kWire.com - Friday, August 16, 2019
ICMA-RA Awards $65k In Scholarships 35 recipients will collectively receive nearly $65,000 in academic scholarships... 401kWire.com - Friday, August 16, 2019 - Reader Rating: 2
LPL Welcomes a Long Island KPA The FA specializes in retirement plans for police officers... 401kWire.com - Friday, August 16, 2019
$5.7T, $4T, and Counting Part of the asset management industry crosses a big milestone... MutualFundWire.com - Friday, August 16, 2019
Principal Upgrades On the Go The bundled provider introduces a new app in the wake of other measures to improve the customer experience... 401kWire.com - Friday, August 16, 2019 - Reader Rating: 5
Going Robo Some recent provider research digs into KPAs' use of roboadvisors... 401kWire.com - Thursday, August 16, 2018
A 44-Year Industry Vet Enjoys Retirement A former wirehouse exec and KPA who retired earlier this year reflects on his time in the business... 401kWire.com - Thursday, August 16, 2018 - Reader Rating: 3
Long hires a 25-Year Vet in Florida This vet most recently worked for SunTrust... 401kWire.com - Thursday, August 16, 2018 - Reader Rating: 1
A British Firm Brings In $221MM On This Side of the Pond M* updates mutual fund and ETF flows data for July 2018... MutualFundWire.com - Thursday, August 16, 2018
Ohl Rises The bundled provider chief now has a new title... 401kWire.com - Thursday, August 16, 2018
Macquarie Preps a Historic HQ Move The Australian multinational's asset management arm is relocating its Philly headquarters... MutualFundWire.com - Thursday, August 16, 2018
LPL Financial Makes a $325M Purchase LPL acquired another independent broker-dealer firm. .. 401kWire.com - Wednesday, August 16, 2017
An $82B AUM Shop Enters The ETF Biz A Chitown subadvisor powers the new ETF suite..... MutualFundWire.com - Wednesday, August 16, 2017
ABG Illinois Acquires a Wisconsin RIA John Blossom expects to increase revenue for ABG by $80,000 ..... 401kWire.com - Wednesday, August 16, 2017
Dash Presents Matrix 3.0 The Broadridge subsidiary's chief sat down with 401kWire on the sidelines of their big annual conference in the Rockies. She aims to get Matrix out of the custodial box... 401kWire.com - Wednesday, August 16, 2017
DiMeo Wins a $74M DC Plan The Chicago, Illinois-based consulting firm won an RFP. .. 401kWire.com - Wednesday, August 16, 2017
Filings for Fundsters - August 16, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Wednesday, August 16, 2017
Booth and Butler Find Their Next DFA Co-Pilot For the second time in six months, a new co-CEO is rising from within the Texas-based fund firm... MutualFundWire.com - Wednesday, August 16, 2017 - Reader Rating: 5
Filings For Fundsters - August 16, 2016 The latest SEC filings in the industry!.. MutualFundWire.com - Tuesday, August 16, 2016
A Calvert Investments Marketing Alum Moves Along Calvert Investment's senior marketing manager is no longer at her post... 401kWire.com - Tuesday, August 16, 2016
T. Rowe's DeCamillo Reflects on DC Auto Features and PPA Employers are setting default contribution rates at six percent. .. 401kWire.com - Tuesday, August 16, 2016 - Reader Rating: 5
Sheridan Road Expands SW of Chitown A wealth manager with an eye on the 401k biz teams up with the LPL- and IFP-affiliated KPA shop... 401kWire.com - Tuesday, August 16, 2016
Is CapitalOne's Small Business 401k Option in Your Wallet? CapitalOne assists small business owners in helping their employees save for retirement... 401kWire.com - Tuesday, August 16, 2016
Principal Wins Insurer's $90MM 401k Investment fund options will remain intact for now... 401kWire.com - Tuesday, August 16, 2016
Who Will Abby Johnson and Bob Reynolds Vote For? The Boston Globe wonders where Boston's business elite will throw their support now that Republicans and Democrats have each officially nominated candidates... MutualFundWire.com - Tuesday, August 16, 2016
Kane Adds an Advisor in Alabama A former RKer CFO joins a top retirement plan advisory shop... 401kWire.com - Friday, August 16, 2013
Raymond James Gives RIAs Alt Access Raymond James is giving RIAs access to its alternative investment platform in the fall... MutualFundWire.com - Friday, August 16, 2013
HSBC Funds Amends Four Fund Prospectuses HSBC Funds [profile] has revised it the prospectuses of its HSBC Prime Money Market Fund, HSBC U.S. Government Money Market Fund, HSBC U.S. Treasury Money Market Fund, and HSBC U.S. Treasury Obligations Money Market Fund. Accordingly, effective August 22, 2013, the section of the statement of additional information entitled the �Disclosure of Portfolio Holdings� will be replaced. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
T. Rowe Price Edits Fund Objectives On April 24, 2013, T. Rowe Price [profile] has approved of a change to the investment objective of many of its funds: The T. Rowe Price Dividend Growth Fund, T. Rowe Price Extended Equity Market Index Fund, T. Rowe Price Growth Stock Fund, T. Rowe Price Equity Income Portfolio, T. Rowe Price Equity Index 500 Fund, and the T. Rowe Price International Growth & Income Fund, . The change is expected to become effective on November 1, 2013 if the proposal is approved by shareholders. [SEC Filing I]. [SEC Filing II]. [SEC Filing III]. [SEC Filing IV]. [SEC Filing V]. .. MutualFundWire.com - Friday, August 16, 2013
A PM Leaves a Penn Series Fund Penn Series Funds has filed a notice with its Large Cap Value Fund. Effective September�30, 2013, James L. Carroll will no longer serve as PM to the fund. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
Wells Fargo Reorganizes a Fund's PM Team Wells Fargo Funds [profile] has reorganized the PM team for its Wells Fargo Advantage Growth Balanced Fund , Wells Fargo Advantage Moderate Balanced Fund, Wells Fargo Advantage VT Index Asset Allocation Fund, WealthBuilder Conservative Allocation Portfolio, WealthBuilder Equity Portfolio, and WealthBuilder Growth Allocation Portfolio, WealthBuilder Tactical Equity Portfolio Christian Chan and Kandarp Acharya replace the PMs listed for each fund. [SEC Filing I]. [SEC Filing II]. [SEC Filing III]. [SEC Filing IV]. [SEC Filing V]... MutualFundWire.com - Friday, August 16, 2013
AQR Closes a Fund to New Investors AQR Funds [profile] has decided to close its AQR Multi-Strategy Alternative Fund to new investors. The close will be effective at the close of business September�30, 2013. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
A Fairholme Fund will Reopen Fairholme Capital Management [profile] will reopen The Fairholme Fund to new investors. the reopening is effective August 19. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
A Hillman Fund Revises its Expenses Hillman Capital Management has filed a revision of its Hillman Focused Advantage Fund. The section titled �Summary � Fees and Expenses of the Fund� has been changed to reflect revisions in the fund�s operating expenses. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
ClearBridge Investments Amends a Fund Prospectus Legg Mason [profile]'s ClearBridge Investments has revised the �Purchase and sale of fund shares� and �Choosing a class of shares to buy� sections of the Clearbridge Large Cap Value Fund. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
A Mercer Investments Fund Loses a Subadvisor Mercer Investment Management [profile] has decided to terminate MacKay Shields LLC as subadviser to the Mercer Core Fixed Income Fund. The termination will be effective August 21, 2013. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
New Calendar Portfolio Fund Makes A Timely Debut Portfolio Strategies Investment has launched a new fund that will follow calendar theory with the same name of a fund that was previously liquidated. .. MutualFundWire.com - Friday, August 16, 2013
Wells Fargo Funds Receive Revisions Wells Fargo Funds [profile] has amended the prospectuses of ten of their funds. Effective immediately, the Wells Fargo Advantage Allocation Funds, Wells Fargo Advantage Dow Jones Target Date Funds, Wells Fargo Advantage Gateway Funds, Wells Fargo Advantage Income Funds, Wells Fargo Advantage International Equity Funds, Wells Fargo Advantage Large Cap Stock Funds, Wells Fargo Advantage Municipal Income Funds, Wells Fargo Advantage Small to Mid Cap Stock Funds, Wells Fargo Advantage Specialty Funds, and Wells Fargo Advantage VT Funds will have the section �Non-Fundamental Investment Policies�replaced. In addition to these changes, the Wells Fargo Advantage Absolute Return Fund will have added onto the section titled "Further Explanation of Investment Policies" and the Wells Fargo Advantage WealthBuilder Portfolios will have added onto the section titled "General." [SEC Filing I]. [SEC Filing II]. [SEC Filing]... MutualFundWire.com - Friday, August 16, 2013
Three Things to Know About Federated Investors Federated Investors recently posted second quarter earnings. *MFWire* noticed three things of note from Seeking Alpha's earnings call. .. MutualFundWire.com - Friday, August 16, 2013
Calamos Bolsters Its Fixed-Income Team The two new PMs will handle high-yield strategies... MutualFundWire.com - Friday, August 16, 2013
A TAMP Unveils 40 Portfolios The platform is offering strategic and tactical allocation ETF portfolios featuring seven managers... MutualFundWire.com - Friday, August 16, 2013
Private Equity Buys Up a 401k Tech Startup The buyer already backs a marketing and lead generation shop that supports retirement plan advisors... 401kWire.com - Friday, August 16, 2013
Hewitt: Women Save less for Retirement This tendency, among other factors, make it harder for women to meet their financial needs in retirement... 401kWire.com - Friday, August 16, 2013
DoubleLine Does it with Derivatives DoubleLine is offering a less traditional bond fund. The Wall Street Journal ponders whether or not it is the result of rising interest rates... MutualFundWire.com - Friday, August 16, 2013
Hedge Fund Clone ETFs Are Killing It Barrons' Brendan Conway reports on hedge fund clone ETFs and their .. MutualFundWire.com - Friday, August 16, 2013 - Reader Rating: 5
Regulators Knuckle Down on Alts Regulators are looking more closely at alternative mutual funds which are increasingly used by less wealthy investors looking for diversification and defensive strategies. .. MutualFundWire.com - Friday, August 16, 2013
SeekingAlpha: Janus Exposure Not a Bad Thing Janus' exposure to equities has been considered a liability but Seeking Alpha argues it is a benefit in a rising rate environment. .. MutualFundWire.com - Friday, August 16, 2013
BlackRock Goes Italian BlackRock bought italian bonds, Reuters reports, but the firm is excessing some caution by keeping tabs on the political turmoil. .. MutualFundWire.com - Friday, August 16, 2013
Have You Gotten Over Correlation? Bloomberg reports that fundsters have moved beyond this particular neurosis, cites Greenwich Associates survey which shows, among other things, the firms that are embracing life after correlation... MutualFundWire.com - Friday, August 16, 2013
Cook & Bynum Celebrates a Five-Star Rating The rating is the Cook & Bynum Fund's first rating. .. MutualFundWire.com - Thursday, August 16, 2012
Rezabek Brings a JPM Alum Back to Huntington The new Huntington Asset Services chief expands his relationship management team... MutualFundWire.com - Thursday, August 16, 2012
Natixis Finds New Media Representation David Snowden has left The Hartford to join hands with Natixis... MutualFundWire.com - Thursday, August 16, 2012
Stork and Reaper for August 16, 2012 The MFWire's daily report on mutual fund births, deaths, and changes... MutualFundWire.com - Thursday, August 16, 2012
MassMutual Adds a Sales Director The Rker has added a Guardian alum... 401kWire.com - Thursday, August 16, 2012 - Reader Rating: 2
Lockton Wins a DC Vet From Mercer An East Coast consultant joins the Midwest-based insurance brokerage's retirement practice... 401kWire.com - Thursday, August 16, 2012
Securian Retirement Distributes QR Codes The financial services firm will rely on QR codes to direct traffic to its mobile website... 401kWire.com - Thursday, August 16, 2012
This ETF Message Is Brought to You by the SEC ETFs are not mutual funds, stresses a recently published SEC bulletin. .. MutualFundWire.com - Thursday, August 16, 2012
Direxion Is Stepping on ProShares' Turf Benzinga says that the six new funds Direxion launched are an attempt to compete with ProShares... MutualFundWire.com - Thursday, August 16, 2012
BlackRock Has Sold the Second-Most Shares YTD Financial firms, led by BlackRock and AIG, have been outselling all other sectors so far this year, according to the Wall Street Journal... MutualFundWire.com - Thursday, August 16, 2012
Janus Will Be Saved by Fixed-Income Funds Also note that news of Dai-ichi coming to Janus has made Janus stock soar... MutualFundWire.com - Thursday, August 16, 2012
A Brazil ETF Has Backers Brazil may have lost the Olympic soccer final, but an ETF devoted to the South American country has backers... MutualFundWire.com - Thursday, August 16, 2012
Two New ETFs From EGA Index Universe reports on new ETFs... MutualFundWire.com - Thursday, August 16, 2012
Investors Find T. Rowe's Call Center the Most Satisfying A Colorado firm unveils a new survey on investor satisfaction with call centers... MutualFundWire.com - Tuesday, August 16, 2011 - Reader Rating: 4
Two Top Execs Leave a DC I-O Firm The company's president and chief marketing officer have moved on... 401kWire.com - Tuesday, August 16, 2011 - Reader Rating: 2
A California Plan Sponsor Renews its Contract with its Long-Time Vendor It's 27 years and counting... 401kWire.com - Tuesday, August 16, 2011 - Reader Rating: 2
Van Eck Preps to Launch its 36th ETF The Big Apple exchange-traded fund and mutual fund firm has prepared an offering tied to the mortgage REIT marketplace... MutualFundWire.com - Tuesday, August 16, 2011
AUL Hires in Los Angeles The plan provider taps a Diversified alum as director of national retirement education... 401kWire.com - Tuesday, August 16, 2011 - Reader Rating: 3
A Fidelity Plan Adds a Self Brokerage Option The plan sponsor is also reinstating its match... 401kWire.com - Tuesday, August 16, 2011
Sold: Neuberger Berman Co-Founder's NYC Apartment Goes for $10.4 Million The apartment near Central Park changed hands yesterday to the tune of $10.4 million... MutualFundWire.com - Tuesday, August 16, 2011
Gundlach Says Wamco Called Him The chief of DoubleLine takes the witness stand for a second day in his courtroom fight with TCW... MutualFundWire.com - Tuesday, August 16, 2011 - Reader Rating: 4
Putnam Scores a Hole in One The Boston fund shop looks like a genius after sponsoring a rookie golfer... MutualFundWire.com - Tuesday, August 16, 2011
Waddell & Reed Has a New Investment Chief The Kansas City-based firm taps a new CIO in the wake of Michael Avery's appointment as president... MutualFundWire.com - Monday, August 16, 2010
RPAG Processes a New Partnership Vince Giovinazzo and Nick Della Vedova integrate more technology into one of their tools for retirement plan advisors... 401kWire.com - Monday, August 16, 2010
BlackRock and Goldman Swipe Mandates from Credit Suisse The two New York investment management giants have taken nearly a billion dollars of mandates from the Swiss bank... MutualFundWire.com - Monday, August 16, 2010 - Reader Rating: 1
Advisor Pulls the Plug on Electric City Funds The Upstate New York-headquartered fund firm throws in the towel after 11 years... MutualFundWire.com - Monday, August 16, 2010
Natixis Chief Hops onto the Hot Seat John Hailer answers questions from The Boston Globe... MutualFundWire.com - Monday, August 16, 2010
Tuition Plan Consortium Switches 529 Managers The Tuition Plan Consortium picks a replacement for TIAA-CREF... MutualFundWire.com - Monday, August 16, 2010
McCarthy Shuffles MSSB's Retirement Chiefs Updated \| One top retirement exec departs the wirehouse while another joins... 401kWire.com - Monday, August 16, 2010 - Reader Rating: 2
Another Provider Offers an FDIC-Insured 401k Product A provider down south is giving participants an alternative to money market funds. .. 401kWire.com - Monday, August 16, 2010
'Income Replacement' is a Key Metric for Plan Sponsors A provider argues that income replacement is a key metric of success plan sponsors should be using when it comes it evaluating total retirement service. .. 401kWire.com - Monday, August 16, 2010
OppFunds Hires a PR Firm For the first time, the New York City-based firm hires a PR firm as its agency of record... MutualFundWire.com - Monday, August 16, 2010
A New York RIA Dives into 401k The defined contribution business attracts a new player outside the Big Apple... 401kWire.com - Monday, August 16, 2010
Forbes Warns of Stock Drop Suits The magazine highlights the problems with including company stock inside of defined contribution plans... 401kWire.com - Monday, August 16, 2010
Will BofA Part with BlackRock? The bank is reportedly mulling over what to do with its 34 percent stake in BlackRock... MutualFundWire.com - Monday, August 16, 2010
Larry Fink Does a Deal in Asia BlackRock is buying a fund management firm in Taiwan... MutualFundWire.com - Monday, August 16, 2010
Jaffe Likens Fund Fees to Zombies The MarketWatch columnist weighs in on the SEC proposal... MutualFundWire.com - Monday, August 16, 2010
Ariel CEO Tries to Woo Back the Skeptics John Rogers is taking steps to win back investors... MutualFundWire.com - Monday, August 16, 2010 - Reader Rating: 1
Do Special ETF Tickers 'PEY'? The WSJ ponders a special level of branding in the exchange-traded fund business... MutualFundWire.com - Monday, August 16, 2010
Critics to SEC: What about Revenue Sharing? Some fund industry observers are hurling a fresh batch of criticism at the SEC's recent moves. .. MutualFundWire.com - Monday, August 16, 2010
A Legg Mason Vet Dies The Legg Mason vet, who spent more than four decades at the firm, passed away last Friday... MutualFundWire.com - Monday, August 16, 2010
Pimco Stems Exposure to Gov't Bonds Bill Gross is cutting his holdings in government-related debt... MutualFundWire.com - Monday, August 16, 2010
WSJ: Evergreen Fund May Have Come In Contact With SubPrime The WSJ recently reported that Evergreen Institutional Money Market Fund may have indirect exposure to the sub-prime flu... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3.08
RSM McGladrey Names New National Sales Director The provider has appointed one of its own for the job... 401kWire.com - Thursday, August 16, 2007
Wachovia Securities Hires New Head of Equity Linked Origination Wachovia Securities has named Douglas Decker as its new managing director and head of Equity Linked Origination... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3.23
Looking For a TPA? Click Here! A retirement marketing specialist launches a new website to connect plan advisors with TPAs. .. 401kWire.com - Thursday, August 16, 2007
Brandywine Funds' Adviser Pens Soothing Letter to Shareholders Friess Associates, the adviser to the Brandywine Funds is letting clients know their money is safe and sound amid the market turmoil... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3
Lord Abbett Loses Two to Lehman Brothers Asset Management Lehman Brothers Asset Management has hired away two members of Lord Abbett's municipal bond team... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 2.62
Fred Alger Looks on the Bright Side The New York asset management firm is looking to reassure clients and all investors in general that the economic picture is not as grim as it may seem... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3.17
NRP Targets Data The Southern California-based retirement specialists roll out their first research on a tricky but popular asset class. .. 401kWire.com - Thursday, August 16, 2007 - Reader Rating: 5
CNBC on Website Watch CNBC reported today that there are "intermittent problems" with Schwab's website... MutualFundWire.com - Thursday, August 16, 2007
T. Rowe in the Hunt for Portfolio Team Member The Baltimore asset manager is searching for a replacement for Kevin Loome, who left to join Delaware Investments... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 5
Van Eck Intros Nuclear Energy ETF on the AMEX The Big Apple asset manager has rolled out a new ETF... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3
Stone Harbor Picks Back-Office Provider New York-based Stone Harbor has chosen a Denver company to handle back-office functions... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3.5
JPMorgan Makes Southeast Sales Hire The Missouri-based provider also plans to add to its Northeast sales force... 401kWire.com - Thursday, August 16, 2007
457 Provider Wins High-Participation Plan A Midwestern firm is chosen to run a plan that already includes 80 percent of its eligible participants. .. 401kWire.com - Thursday, August 16, 2007 - Reader Rating: 5
Northern Trust Expands Wealth Management Group Northern Trust has two new faces in its wealth management group... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 5
Morgan Stanley Launches Non-Discretionary Advisory Account Morgan Stanley�s Global Wealth Management Group has rolled out a new non-discretionary advisory account... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3
Matrix Backer Taps Ex-Bisys Exec As Partner The Connecticut-based private equity firm has brought on board a co-founder of The Bisys Group... 401kWire.com - Thursday, August 16, 2007 - Reader Rating: 5
Investors Pulling Dollars From Emerging Market Funds Amid Market Worries The shaky market has prompted investors to withdraw $627 million from emerging-market stock funds for the week ended Tuesday, this is in addition to the $2 billion removed the week before... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 3.1
Money Fund Assets Hit Record High Investors poured money into money market funds last week, investing $70.3 billion in the week that ended Tuesday, bringing the total amount invested in such funds to a record high... MutualFundWire.com - Thursday, August 16, 2007 - Reader Rating: 2
Bisys Retirement Shuffles Execs There have been a number of role changes for the firm's sales and business development staff in recent weeks... 401kWire.com - Wednesday, August 16, 2006 - Reader Rating: 3
Sock Maker Mulls Changes In Fund Lineup A sock manufacturer based out of Burlington, North Carolina has placed two funds in its lineup under watch... 401kWire.com - Wednesday, August 16, 2006
Watson Wyatt's Schieber To Retire Syl Schieber will leave the Washington, D.C.-based consulting firm at the end of next month... 401kWire.com - Wednesday, August 16, 2006
Wachovia Bonds With Ameriprise's Clients The Charlotte-based provider reaches out to plan sponsor clients of Ameriprise Financial, whose recordkeeping business it purchased a few months back... 401kWire.com - Wednesday, August 16, 2006
MStar's Richly Priced Stock Attracts Notice Are Morningstar shares too richly priced? Industry insiders have pointed to the Chicago fund firm's two recent purchases as evidence that the firm's stock is trading at a relatively high price. Meanwhile, an article in the Wall Street Journal noted that nine company insiders are filing to sell shares. Some investors track insider sales to glean clues as to insider's opinions of the value of a stock... MutualFundWire.com - Wednesday, August 16, 2006 - Reader Rating: 3
Keystone Guaranteed CSP Loses Surcharge The Pennsylvania college savings plan is going on markdown. State officials said that they are dropping a surcharge on tuition credits purchased through the state's prepaid Guaranteed Savings Plan. That move could cut the plan's costs for the plan by 1.8 percent to 12.6 percent... MutualFundWire.com - Wednesday, August 16, 2006 - Reader Rating: 5
Smith Barney Win Helps Other Funds The case against a Citigroup fund unit failed to move forward, sparing the firm from judgement on whether it improperly failed to tell shareholders about its brokers' pay... MutualFundWire.com - Wednesday, August 16, 2006
Rock Canyon Lengthens Short Fund's Name The fund that launched an SEC investigation into Morningstar and its ratings is changing its name. The Rock Canyon Advisory Group is tweaking the moniker on its Top Flight Fund to provide a better hint at its hedging ways. The fund is now known as the Top Flight Long/Short Fund. The funds ticker will remain as TOPFX... MutualFundWire.com - Wednesday, August 16, 2006
Morgan Stanley Lassoes NYLIM Pair Morgan Stanley lured a pair of investment professionals away from New York Life in order to beef up its value stockpicking team. The two new hires are Kathy O'Connor and Jeff Sanders, according to media reports... MutualFundWire.com - Wednesday, August 16, 2006
Wedbush Morgan Loses CCO A small wholesale brokerage in California has lassoed the Wedbush's chief compliance officer, starting a search at the Los Angeles-based BD... MutualFundWire.com - Wednesday, August 16, 2006
First American Hopes Product Will Grow RIAs ADP Clearing has won a mandate from First American. The BD hopes the transaction services firm's advisor desktop product will help it spread into the RIA market... MutualFundWire.com - Wednesday, August 16, 2006
Paulson Cancels Earnings Call After Losing Executive The Portland, Oregon broker-dealer will hold its next call in the third quarter after the loss of a key executive causes the cancellation of its Q2 call... MutualFundWire.com - Wednesday, August 16, 2006 - Reader Rating: 3
Summit Turns Loss into Gain The Boca Raton BD plans to drive its bottomline by adding to its network of registered reps... MutualFundWire.com - Wednesday, August 16, 2006
Scudder Upgrades Advisor Tools The provider combines selling tools with fiduciary help... 401kWire.com - Tuesday, August 16, 2005
STC Exec Told AG About Late Trading Ex-STC executive William Kenyon's statements during a meeting with staff from the NYAG's office are complicating the STC case... MutualFundWire.com - Tuesday, August 16, 2005 - Reader Rating: 4
Consultants Hire Pru Exec The new hire will be responsible for benefit funding strategies... 401kWire.com - Tuesday, August 16, 2005 - Reader Rating: 1
Bisys' CFO Calls it Quits; Settlement Still Looms The process firm skips another quarter of earnings... MutualFundWire.com - Tuesday, August 16, 2005 - Reader Rating: 2
Feds Give Nod to Citi, Legg Deal Legg Mason and Citigroup have received approval from the Federal Trade Commission about their proposed business unit swap ..... MutualFundWire.com - Tuesday, August 16, 2005
Fidelity Tweaks Spartan Funds Fidelity Investments has announced a swath of changes to Spartan-branded bond and money market lineup, including lower fees and minimum investments and name changes... MutualFundWire.com - Tuesday, August 16, 2005
Pru Names CEO at Institutional Manager Scott Hayward has been named the chief executive officer of Quantitative Management Associates LLC, a quantitative public equity manager subsidiary of Prudential Investment Management ..... MutualFundWire.com - Tuesday, August 16, 2005
UK Manager Eyes US Fund Market High off the success of its U.K. mutual fund sales, London-based money manager Schroders Plc is considering selling mutual funds in the U.S. ..... MutualFundWire.com - Tuesday, August 16, 2005
Matrix Hits A Home Run With Client Conference Hundreds gather in Keystone, Colorado... 401kWire.com - Monday, August 16, 2004 - Reader Rating: 3.75
DOL Sues Defunct Plan Trustee As his company went down the drain, the president/trustee was putting employee 401k money into the corporate kitty... 401kWire.com - Monday, August 16, 2004 - Reader Rating: 3
Constellation Shoots for the Stars The three-month old fund firm adds another nine funds to its family, increases its salesforce, and plans for more growth... MutualFundWire.com - Monday, August 16, 2004
UBS Files for Hedge-Like Fund A new fund will use tactical allocation strategies... MutualFundWire.com - Monday, August 16, 2004
Nationwide Pushes Brand Awareness The campaign launched this past spring emphasizes Investments. Retirement. Insurance... 401kWire.com - Monday, August 16, 2004 - Reader Rating: 4.5
One More Firm Acknowledges SEC DC Inquiry Five others have not received a letter from the SEC... MutualFundWire.com - Monday, August 16, 2004 - Reader Rating: 4
Principal Puts Out Fiduciary Guide Reps can use the guide to walk clients through fiduciary reviews... 401kWire.com - Monday, August 16, 2004
Former Mutuals.com Execs Face Additional Charges Three former executives now face more severe charges related to allegations of market timing... MutualFundWire.com - Monday, August 16, 2004 - Reader Rating: 5
Fund Tracker Eyes 529s There will be new tools for evaluating college savings plans starting in September... MutualFundWire.com - Friday, August 16, 2002
Seen & Heard Financial Engines data a boon to 401k critics... what was mPower recommending?.. 401kWire.com - Friday, August 16, 2002
Morningstar Wears Fiduciary Hat The firm is best known as for its fund data and analysis, but how far it has moved from those roots was highlighted today... 401kWire.com - Friday, August 16, 2002 - Reader Rating: 5
Investing in Vice The new socially-irresponsible fund fits a long pattern of defying conventional practice for the sponsor... MutualFundWire.com - Friday, August 16, 2002
T. Rowe Joins Waterhouse The fund firm is coming around to supermarket distribution and has selected Waterhouse to offer its Advisor Shares. .. MutualFundWire.com - Thursday, August 16, 2001 - Reader Rating: 3
Happy B-Day for Index! Schwab to Buy Jeffries? ... UBS Completes RT Capital Deal ... Van Eck Opens Russian Fund ... Montgomery Selects Web Help ... AIM Closes Funds ... Vanguard 500 Turns 25! .. MutualFundWire.com - Thursday, August 16, 2001 - Reader Rating: 3
Happy B-Day for Index! Schwab to Buy Jeffries? ... UBS Completes RT Capital Deal ... Van Eck Opens Russian Fund ... Montgomery Selects Web Help ... AIM Closes Funds ... Vanguard 500 Turns 25! .. 401kWire.com - Thursday, August 16, 2001 - Reader Rating: 3
Business Logic Fills Marketing Slot The Chicago-based firm has three new execs and fills a position open since Spring. .. 401kWire.com - Thursday, August 16, 2001 - Reader Rating: 3
Hewitt Eases Access The firm intros a system that allows its clients to gain easier access to benefits information. .. 401kWire.com - Thursday, August 16, 2001 - Reader Rating: 3
Nations Funds Surpass $100 Billion Bank of Amercia's Fund family has put on $20 billion so far this year... MutualFundWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
FIRSCo Gets New Prez The changes amongt Fidelity's executive ranks continue as it announces a number of staff changes at Peter Smail's Employer Services unit... 401kWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
Fido's Restructuring Continues Not just a fund company anymore, Fidelity is rearranging its executives as it builds its total benefits offerings to employers. .. MutualFundWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
Pru Will Provide Data Through Quicken The bundled vendor has inked an agreement with Intuit to make 401k data available to users of the popular personal finance progam... 401kWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
Pru Picks Up Tawain Fund Manager Prudential Insurance is bolstering its presence in the fast-growing Taiwanese fund business by adding the second-largest Taiwan fund company to its portfolio... MutualFundWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
Business Logic and VerticalOne Partner Never heard of data aggregation or screen scraping? It's time for the remedial course then because it appears that these services are coming to the 401k market... 401kWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
August 16, 2000 Nvest execs set for $200 million windfall ... UBS sharpens the axe ... Germany's Weisenhorn opens shop ... Financial-services funds are back... 401kWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
August 16, 2000 Nvest execs set for $200 million windfall ... UBS sharpens the axe ... Germany's Weisenhorn opens shop ... Financial-services funds are back... MutualFundWire.com - Wednesday, August 16, 2000 - Reader Rating: 3
Law Firm Changes Provider Indianapolis, Indiana-based Locke Reynolds Boyd & Weisell, has changed its 401(k) provider to Vanguard, Mike Bendner, a partner at the firm, told the 401KWire.com. The plan has 180 participants and $6.5 million in assets, according to the Judy Diamond Directory... 401kWire.com - Monday, August 16, 1999 - Reader Rating: 3
Merrill Hires Emerging Markets Bond Head Merrill Lynch has hired a new bond chief for emerging markets research from ABN Amro. .. MutualFundWire.com - Monday, August 16, 1999 - Reader Rating: 3
Micropal Adds Taiwanese and Malaysian Funds S&P's free fund information site now has the nuts and bolts of Malaysian and Taiwanese units trusts. .. MutualFundWire.com - Monday, August 16, 1999 - Reader Rating: 3
Pyramid Expands Birmingham, Alabama-headquartered Pyramid Digital Solutions is expanding its Boston, Massachusetts office, a spokesperson with the firm told the 401kWire.com. The new office will be located in Quincy, Massachusetts and will house approximately 15 staffers... 401kWire.com - Monday, August 16, 1999 - Reader Rating: 3
Week of August 13, 1999 RFP Roundup The Weekly Roundup is a regular column examining the RFPs that appeared on our pages and the pages of other publications this week... 401kWire.com - Monday, August 16, 1999 - Reader Rating: 3
Franklin Templeton Juices Its Options Franklin Templeton has added a host of new features to ValuSelect, its defined contribution product... 401kWire.com - Monday, August 16, 1999 - Reader Rating: 3
Odd Lots August 16, 1999 Doyle says Jacob's lying ... A Bogle v. Brennan fight? ... Reader's Digest looks to attract Asian mutual fund investors ... Asian investing is all about patience ... Vanguard attempts to stay the course ... Is Ryan Jacob's bragging rights... MutualFundWire.com - Monday, August 16, 1999 - Reader Rating: 3

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