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News Stories Archives - Since 1998
The Most Powerful Force in the Investment Universe
A reader weighs in on the most famous product of an investment research giant...
MutualFundWire.com - Friday, April 12, 2019 - Reader Rating: 5
Invesco's Distro Reorg Hits DC I-O
After the OpFunds merger, a trio of retirement leaders will leave the combined firm. Two others will divide up the 401(k) channel...
401kWire.com - Friday, April 12, 2019
Stevenson Brings Alums from Transamerica and Pru
The new hires are based in Colorado and Florida...
401kWire.com - Friday, April 12, 2019 - Reader Rating: 5
DeCamillo and David Pass the Reins at T. Rowe
The changes are part of a broader distro reorg at the publicly traded asset manager...
401kWire.com - Friday, April 12, 2019 - Reader Rating: 5
The Fundster 401k Roundup, March 30-April 12
One giant recordkeeper is buying another...
MutualFundWire.com - Friday, April 12, 2019
Fidelity Bundles 401k Into a New Product
Among other features, the new suite will incorporate HR and HSA capabilities...
401kWire.com - Friday, April 12, 2019
Making the Most of the 401k Summit
Brian Graff and his team are hosting their 17th, and biggest ever, conference for KPAs and their allies. Here are some tips for navigating the 2,200-person event...
401kWire.com - Thursday, April 12, 2018
A $69B-AUA RIA Hires an AM Vet For a Strategic Role
The exec will help with day-to-day management, M&A, and more...
401kWire.com - Thursday, April 12, 2018
In Georgia, an ETF Entrepreneur Favors Hiring and Alliances
Yet this uncommonly structured asset management shop's chief is less interested in acquisitions...
MutualFundWire.com - Thursday, April 12, 2018 Views
Preston Rutledge Shies Away
The new EBSA had been scheduled to speak onstage next to a pair of DC trade group heads...
401kWire.com - Thursday, April 12, 2018
FIS Donates $10K to Charity On Behalf of a TPA
FIS' 2018 impact awards recognized the accomplishments of a TPA with a charity donation...
401kWire.com - Thursday, April 12, 2018 - Reader Rating: 1
Sipple Hires Four
The Great-West Investments' chief also expects to fill another position soon...
401kWire.com - Thursday, April 12, 2018 - Reader Rating: 5
The Beginning of Fiduciary Clarity May Be Just Around the Corner
All industry eyes will turn to the SEC HQ in Washington next week...
MutualFundWire.com - Thursday, April 12, 2018 Views
One of Legg Mason's DC I-O Vets is No Longer Licensed With the Firm
A Legg Mason DC I-O executive is no longer licensed with the firm...
401kWire.com - Wednesday, April 12, 2017 - Reader Rating: 2.5
A Beantown Shop Builds Advisor Distro
LMCG Investments just hired a managing director of national accounts...
MutualFundWire.com - Wednesday, April 12, 2017 Views
Voya Vamps Up TPA Distro Team
He will reside in Washington D.C. and serve as the TPA regional vice president for the Mid-Atlantic region...
401kWire.com - Wednesday, April 12, 2017 - Reader Rating: 4.11
A Philly Fund Firm Fosters Thinking, Farm Style
A fund firm renovates a historic farm to encourage innovative thinking by its employees.....
MutualFundWire.com - Wednesday, April 12, 2017 Views
Fujitsu Suit Proceeds
Judge Nathanael Cousins issued an order on Fujitsu's motion to dismiss the case...
401kWire.com - Wednesday, April 12, 2017
Why Stephen Oliver Started His Own KPA Shop
After starting his career 24 years ago on Wall Street, this veteran 401(k) plan advisor (KPA) has decided to strike out on his own practice...
401kWire.com - Wednesday, April 12, 2017
Prepare for the Thunder
Asset managers should start pondering the implications of a younger force of advisors...
MutualFundWire.com - Wednesday, April 12, 2017 Views
A Massachusetts TPA's Chief Dies
The leader of an acquisitive producing, recordkeeping TPA recently passed away...
401kWire.com - Tuesday, April 12, 2016 - Reader Rating: 4.25
Consultants Invited to Blaze a Trail With This RFP
An Oregon transportation district is in need of an investment consultant..
401kWire.com - Tuesday, April 12, 2016
Two Relius Alums Join a Philly RKer
Philadelphia, Pennsylvania-based Professional Capital Services picks up two former SunGard veterans...
401kWire.com - Tuesday, April 12, 2016
The New Fiduciary Regs and the Devil's Details
An attorney suggests caution as you step through the hoops of the DoL Regs. ..
401kWire.com - Tuesday, April 12, 2016
A Long-Term Strategic Investor Buys a Big Piece of Legg Mason
Nelson Peltz is mostly exiting the multi-boutique asset manager. The new backer hails from the other side of the world...
MutualFundWire.com - Tuesday, April 12, 2016 Views
The Alternative Appel of Value Line's Eye
A Gotham mutual fund shop is taking over a liquid alts fund...
MutualFundWire.com - Tuesday, April 12, 2016 Views
A MidWestern TPA Teams Up For Menu Design
A Minneapolis RIA has the new DoL regulations to thank for a new deal. ..
401kWire.com - Tuesday, April 12, 2016
Plan Sponsors Can Now Rank KPA RFP Responses
A Connecticut council of retirement plan advocates assist plan sponsors target the best 401(k) plan advisors.....
401kWire.com - Tuesday, April 12, 2016
Sequoia Redeems In Kind
The famous, beleaguered value mutual fund is sending shareholders stocks instead of cash when they sell their shares...
MutualFundWire.com - Tuesday, April 12, 2016 Views
$16.9B Pours Into ETFs
Morningstar reports huge ETF flows for the month...
MutualFundWire.com - Friday, April 12, 2013 Views
Stork and Reaper for the Week of April 12, 2013
Read up on the latest mutual fund industry product news!..
MutualFundWire.com - Friday, April 12, 2013 Views
Another 401kExchange Alum Joins a Lead Generator
An industry startup continues to expand...
401kWire.com - Friday, April 12, 2013
Cram School is Open for Aspiring Fundsters
With hiring of former Huntington exec, fund servicer will grow administrative staff and team for courting fund sponsors as it steadily builds up series trust. ..
MutualFundWire.com - Friday, April 12, 2013 Views
Northern Trust's DC Biz Doubles
The Chitown asset manager provides numbers detailing its growth...
401kWire.com - Friday, April 12, 2013
That Was a $246B Quarter
Strategic Insight data hints at two Great Rotations..
MutualFundWire.com - Friday, April 12, 2013 Views
ADP Pushes Mobile Enrollment
A new site makes for easier enrollment at meetings and individually...
401kWire.com - Friday, April 12, 2013 - Reader Rating: 5
A Nobel Laureate Cuts Active Mutual Funds
An analytical paper determines that active managed funds make most investors poorer...
MutualFundWire.com - Friday, April 12, 2013 Views
ETF Investors Take a Walk on the Dark Side
Barron's reports on a study which shows that one important characteristic of ETFs makes investors act like dumb-dumbs...
MutualFundWire.com - Friday, April 12, 2013 Views
Beware the Money Fund Run Just Over the Horizon
IMF warns investors that low interest rates could lead to panic over money market funds...
MutualFundWire.com - Friday, April 12, 2013 Views
WSJ Defends 401ks From President Obama
The U.S. President proposed two limits on defined contribution plans and IRAs...
MutualFundWire.com - Friday, April 12, 2013 Views
Lincoln Allies and Breathes New Life Into a 401(k) Offering
Ibbotson will offer its services in a fiduciary capacity to Lincoln clients...
401kWire.com - Thursday, April 12, 2012 - Reader Rating: 4
A Beantown RIA Lands a Wells Fargo Wholesaler
Updated | At the end of the month, the 401(k) advisory firm will also add a new advisor to its education team...
401kWire.com - Thursday, April 12, 2012 - Reader Rating: 1.67
Mirae Hunts For Another Top U.S. Exec
The U.S. mutual fund arm of the Korean firm is searching for a new head of institutional sales...
MutualFundWire.com - Thursday, April 12, 2012 Views
Benartzi Outlines the Next-Gen 401(k) Plan
The behavioral finance guru pens his first book, with the backing of Allianz...
401kWire.com - Thursday, April 12, 2012 - Reader Rating: 1.67
Does Stewardship Impact Mutual Fund Performance?
In a new study two finance professors attack the predictive value of Morningstar's stewardship ratings...
MutualFundWire.com - Thursday, April 12, 2012 Views
Havener Helps a New Fund Firm Target RIAs
Whitebox Advisors is partnering with an outside marketing firm with the aim of increasing RIA distribution...
MutualFundWire.com - Thursday, April 12, 2012 Views
ASPPA Takes the Big Easy
Last month the trade group held its eleventh annual 401(k) Summit at the convention center in the Crescent City...
401kWire.com - Thursday, April 12, 2012
Fee Disclosures Satisfy Plan Sponsors
An advice specialist releases its annual survey...
401kWire.com - Thursday, April 12, 2012
Fund Flows Fell in March
Total fund inflows fell off sharply in April, to $13 billion from $46 billion in February...
MutualFundWire.com - Thursday, April 12, 2012 Views
A SunGard Vet Takes Over Research for a 401k Dealmaker
The new hire will also oversee consulting at the Garden State firm...
401kWire.com - Thursday, April 12, 2012 - Reader Rating: 4
Zimpleman Says Principal is Set: "Now We Just Need to Execute"
II profiles the international ambition of the retirement plan giant's chief...
MutualFundWire.com - Thursday, April 12, 2012 Views - Reader Rating: 3
Is Fidelity "Struggling to Find a Sense of Direction" Outside the U.S.?
The FT looks at Fidelity Worldwide Investment and the original biz here in the United States...
MutualFundWire.com - Thursday, April 12, 2012 Views
Fallen Angels Get Their ETF Wings
Van Eck claims an ETF industry first...
MutualFundWire.com - Thursday, April 12, 2012 Views
Fred Alger Goes to Park Avenue
The fund firm is relocating its offices...
MutualFundWire.com - Tuesday, April 12, 2011 Views
Kasina Hires a DWS Alum
The New York City-based research and consulting firm names the product manager for its FA Vision service...
MutualFundWire.com - Tuesday, April 12, 2011 Views
Bluff Point Buys Again
The McInerneys put some of their cash from the Matrix sale to work in another deal, again in the retirement plan space...
401kWire.com - Tuesday, April 12, 2011 - Reader Rating: 1
A New Hire Targets Advisors for a Northeastern TPA
An RKing, non-producing firm brings an industry veteran on board...
401kWire.com - Tuesday, April 12, 2011
Pimco Launches Two Funds
The Newport Beach, California-based firm continues to build out its active equity platform...
MutualFundWire.com - Tuesday, April 12, 2011 Views
A MassMutual MD Joins Gallagher
Gallagher Retirement Services replaces one consultant and fills a new post...
401kWire.com - Tuesday, April 12, 2011 - Reader Rating: 5
'Jaw-dropping' Comments from an American Funds Exec Have Advisors Buzzing
Advisors bristle at comments from one top Capital Group exec...
MutualFundWire.com - Tuesday, April 12, 2011 Views - Reader Rating: 5
Ex-Janus Distribution Chief Expands His New Firm's Mutual Fund Roster
The former Janus exec's new firm expands its mutual lineup...
MutualFundWire.com - Tuesday, April 12, 2011 Views
Invesco Lures a Risk Chief From Franklin
The Georgia mutual fund firm names a new top exec...
MutualFundWire.com - Tuesday, April 12, 2011 Views
Top 40 Advisor: Michael Kozemchak
This Michigan-based NRP advisors lands in the top 40 DC advisors of 2009 as one of ten finalists in the large market..
401kWire.com - Monday, April 12, 2010
The Enforcer Leaves FINRA
Merrill has taken a new position at a law firm..
MutualFundWire.com - Monday, April 12, 2010 Views
Hancock and Wellington Partner for a New Fund
The new fund will invest in natural resources and energy..
MutualFundWire.com - Monday, April 12, 2010 Views
Wray Worries That Stable Value is 'Too Rigid'
The PSCA chief offers some words of both warning and praise to stable value industry insiders at the SVIA spring seminar...
401kWire.com - Monday, April 12, 2010
Reish Speaks for Transamerica
In a new online webseries, Reish and other professionals will address advisors and TPAs..
401kWire.com - Monday, April 12, 2010 - Reader Rating: 1.2
MassMutual Takes Plan Sponsors to Springfield
Have you ever seen MassMutual's "majestic" headquarters? Well, now you can from the comfort of your office...
401kWire.com - Monday, April 12, 2010 - Reader Rating: 1
An ERISA Specialist Opens Shop
A new law firm will give retirement advice to small and medium sized businesses..
401kWire.com - Monday, April 12, 2010
T. Rowe Hopes to Grow Fund Team Abroad
The Baltimore-based company is finally selling its funds internationally, hoping to catch up with firms like BlackRock...
MutualFundWire.com - Monday, April 12, 2010 Views
RidgeWorth's Suitor Breaks Silence
The firm confirms that it is in talks to buy "certain businesses" of RidgeWorth...
MutualFundWire.com - Monday, April 12, 2010 Views
Heartland Advisory Firm Makes A Buy
One NRP BD member acquires an RIA. ..
401kWire.com - Thursday, April 12, 2007 - Reader Rating: 2
PIMCO Loses High-Yield Fund Manager
Mark T. Hudoff, manager of the recently launched PIMCO Income Fund, will now also be the manager of PIMCO's High Yield fund...
MutualFundWire.com - Thursday, April 12, 2007 Views
A Fiduciary Provider, Or At Least The Next Best Thing
A Gotham fund family continues to teach sponsors about their responsibilities under ERISA. ..
401kWire.com - Thursday, April 12, 2007
SoCal Broker Is Planning Closer to Home
A Los Angeles-area broker relocates his home office. This California move works out for everyone. ..
401kWire.com - Thursday, April 12, 2007
FundQuest to Retirement Income Industry: Adapt or Die
FundQuest's latest white paper outlines a means to provide value for Boomers entering the de-accumulation phase of their lives. But is a product-centered industry ready to listen?..
MutualFundWire.com - Thursday, April 12, 2007
Boomers Define Health Benefits With Fidelity Tool
Fidelity Investment's new tool helps participants calculate their HSA contribution...
MutualFundWire.com - Thursday, April 12, 2007
Patriot Act Holds A Surprise for Brokers
The charges brought against Park Financial Group Inc., yesterday by the SEC are actually based on provisions in the Patriot Act involving the failure to report suspicious transactions, Business Week reports. The firm is accused of artificially inflating the stock price of Spear & Jackson Inc. securities. This case is now the first ever brought against a brokerage firm involving Partriot Act. ..
MutualFundWire.com - Thursday, April 12, 2007 - Reader Rating: 3
OppFunds, JP Morgan Win Fido SubAdvisor Deals
The Boston Behemoth has turned to external managers for two new funds. The move could mark an attempt by Fidelity to woo hard-to-win over advisors...
MutualFundWire.com - Thursday, April 12, 2007 Views
Amvescap to Bring Back Something Old
When Amvescap eliminated the Invesco Funds sales people, offices and funds advisors may have thought they had seen the last of the brand. If so, they are in for a surprise...
MutualFundWire.com - Thursday, April 12, 2007 Views - Reader Rating: 3.11
Putnam Goes East with New Funds
Putnam Investments is branching out into previously untapped markets, signing an agreement with Taiwan-based Cathay Securities Investment Consulting, a subsidiary of Cathay Financial Holdings Company, to offer its mutual funds in Taiwan...
MutualFundWire.com - Thursday, April 12, 2007 Views - Reader Rating: 4
Adding a Workplace Expert
An outsourced recordkeeper appoints a new board member to help with growth. ..
401kWire.com - Thursday, April 12, 2007 - Reader Rating: 1
Suit Alleges AIG Misled on MFS Funds
American International Group is the target of a class action lawsuit brought by a Pennsylvania law firm on behalf of investors in MFS mutual funds. The firm of Brodsky & Smith, LLC announced Wednesday that it filed the suit against AIG and certain affiliates in United States District Court for the Eastern district of New York...
MutualFundWire.com - Wednesday, April 12, 2006 Views
New Chair for Independent Directors Council
In a week when the role of independent directors has been much discussed, the Independent Directors Council elects a new chairman...
MutualFundWire.com - Wednesday, April 12, 2006 Views
Fund Fee Disclosure is Ineffective, Say Study Authors
A new study conducted by a group of university researchers suggests that the average investor does not understand the impact of mutual fund fees on investment returns, and is confused by excessive prospectus information...
MutualFundWire.com - Wednesday, April 12, 2006 Views
Fiserv ISS Broadens CIF Platform
The Denver firm now has 32 collective investment funds on its platform...
401kWire.com - Wednesday, April 12, 2006
Putnam Names Head of European Distribution
Putnam Investments has tapped Joseph Phoenix to spearhead the Boston-headquartered firm's distribution efforts in Europe. He reports to Jeffrey Peters, managing director, head of Putnam's Alliance Business...
MutualFundWire.com - Wednesday, April 12, 2006 Views
Keller Rohrback Targets Auto Parts Maker
Lear Corp.'s deteriorating business is attracting attention from a Seattle company stock class action specialist...
401kWire.com - Wednesday, April 12, 2006
Tarheel State Advisor Joins NRP Network
A North Carolina firm is the latest to join the network of independent advisors focused on retirement plan distribution...
401kWire.com - Wednesday, April 12, 2006 - Reader Rating: 4.52
NASD Seeks Innovative Approaches to Life-Cycle Funds
The NASD's education center hopes new research can do for life-cycle investing choices what automatic enrollment is doing for 401(k) contributions. ..
401kWire.com - Wednesday, April 12, 2006
Schwab Adds More Funds for TPAs
The San Francisco-based firm has added 14 fund families to its platform for plan administrators...
401kWire.com - Wednesday, April 12, 2006 - Reader Rating: 3.67
Rydex Gets SEC Exemptive Order For ETFs
Rydex Investments has recently obtained an exemptive order from the Securities and Exchange Commission allowing mutual funds to invest in Rydex's exchange traded funds in excess of the limits contained in sections 12(d)(1) of the Investment Company Act of 1940...
MutualFundWire.com - Wednesday, April 12, 2006 Views
UBS Boosts Broker Ranks With Piper Jaffray Deal
On Tuesday, Zurich-based banking giant UBS AG announced it has paid $500 million for the private client services of Minneapolis-based U.S. Bancorp spinoff Piper Jaffray. The move significantly expands the wealth management business of UBS through the Midwest and western United States...
MutualFundWire.com - Wednesday, April 12, 2006 Views
Fidelity's New Millennium Manager Retiring
Fidelity has announced that Neal Miller, manager of its $3.7 billion New Millennium Fund, will retire at the end of June...
MutualFundWire.com - Wednesday, April 12, 2006 Views
AIM Secures Shareholder Nod For Fund Conversion
AIM Investments said Tuesday its proposal to transform its AIM Floating Rate Fund from a closed-end interval fund into an open-end fund has been given the go-ahead by shareholders. ..
MutualFundWire.com - Wednesday, April 12, 2006 Views
Rydex Receives IRS Private Letter Ruling For Fund
Rydex Investments has received a private letter ruling from the Internal Revenue Service allowing the firm to use commodities-linked structured notes in place of swaps in its Commodities Fund, the Rockville, Maryland-based firm announced Tuesday...
MutualFundWire.com - Wednesday, April 12, 2006 Views - Reader Rating: 4
DoL Sues Consulting Co.
The Department of Labor is going after a bankrupt Alabama plan sponsor...
401kWire.com - Tuesday, April 12, 2005
Benefit Group Prez Advocates Fixes to Employer-Sponsor System
The president of the American Benefits Council speaks before a Senate Special Committee on Aging...
401kWire.com - Tuesday, April 12, 2005
Is Softbank Banking on a 401k Sale?
Industry insiders say the Japanese-owned private equity firm is hoping to unload its investment in U.S. 401k plans...
401kWire.com - Tuesday, April 12, 2005 - Reader Rating: 2
New York State
T. Rowe Price has landed a mandate to manage $250 in stable value assets for the $6.5 billion New York State Deferred Compensation Plan...
401kWire.com - Tuesday, April 12, 2005
Alaska Senate OKs DC Plan
Arnold may have given up the DC fight in California, but it looks like the battle will continue in other states...
401kWire.com - Tuesday, April 12, 2005
Fido Tied to BoA's Foul-up
Benefits outsourcers, beware: your clients' boo-boos can become your problems, too...
401kWire.com - Tuesday, April 12, 2005
Holistic Retiree Solution in the Works at Big Apple Firm
The company is eyeing the in-retirement market...
401kWire.com - Tuesday, April 12, 2005
Cali Firm Launches New SMA Strategy
San Diego, California-based RIA Ten Asset Management has launched a new SMA strategy. The firm is adding a small capitalization strategy designed to outperform the Russell 2000 value index .....
MutualFundWire.com - Tuesday, April 12, 2005 Views
Lehman Parent Gets Pass in Canary Suit
A judge in a class action suit against Canary Capital and several related companies, including J.P. Morgan and Lehman Bros., has dismissed Lehman Bros.' parent company, Lehman Brothers Holdings Inc., from the suit .....
MutualFundWire.com - Tuesday, April 12, 2005 Views
Vanguard Vet Mulls Career Change
Karen Reidy, manager of Vanguard's Balanced and Core Equity funds, will hand over management of those funds to colleagues effective May 1 as she pursues other opportunities with Steve Scheid, Janus' chief executive officer, reported Reuters .....
MutualFundWire.com - Tuesday, April 12, 2005 Views
AUM Down at Alliance
Alliance Capital reported a decrease in assets under management during the month of March..
MutualFundWire.com - Monday, April 12, 2004 Views
BofA Hires Fidelity
Bank of America selected Fidelity Investments to provide workplace and retirement services...
401kWire.com - Monday, April 12, 2004 - Reader Rating: 5
Erstwhile Muni Player Hires Distribution Chief
Integrity funds recently hired a new CEO of Distribution who plans to triple their sales force...
401kWire.com - Monday, April 12, 2004
NY Brokerage Incented Sale of Own Funds
David Lerner Associates is fined $100,000 for sales contests that violated NASD rules...
MutualFundWire.com - Monday, April 12, 2004 Views
BofA Revises Ethics
The bank announces its commitment to the highest standards of professional and ethical conduct...
MutualFundWire.com - Monday, April 12, 2004 Views
When Is a Trade Late?
Defense lawyers in late trading cases may base arguments on ambiguities in securities law...
MutualFundWire.com - Monday, April 12, 2004 - Reader Rating: 4.75
Mellon Acquires Safeco Trust
Acquisition is the fifth in fewer than four years for the Private Wealth Management group...
MutualFundWire.com - Monday, April 12, 2004 Views
Fido Fee Changes
Geoff von Kuhn on the move ... Fido's standardized redemption fees...
401kWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Fido Fee Changes
Geoff von Kuhn on the move ... Fido's standardized redemption fees...
MutualFundWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Is the Fleet Sinking?
Top operating execs at Fleet get canned...
MutualFundWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Touching the Sky
Despite the running of the bears, everything seems to be coming up roses for Bjurman Funds...
MutualFundWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Third Avenue Diversifies
The fund firm is looking for ways to secure long term assets...
401kWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Third Avenue Diversifies
The fund firm is looking for ways to secure long term assets...
MutualFundWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Open 457 Searches
An update of some of the open searches for state and local plans...
401kWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Participants Get Shocked
PG&E's bankruptcy marks on of the larger hits taken by employees in an employer stock fund...
401kWire.com - Thursday, April 12, 2001 - Reader Rating: 3
BGI Hands Off Admin Biz
BGI's employees will switch teams as a Boston-based firm plants a firm foot on the West Coast...
MutualFundWire.com - Thursday, April 12, 2001 - Reader Rating: 3
Advisors And The Web
At a conference devoted to distribution on the Web, a Putnam V.P. spoke about why advisors are not like other people...
MutualFundWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
New Indices Track US Market Outside S&P 500
New indices from Russell seek to track small-cap equities that are excluded by the S&P 500...
MutualFundWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
CCB Launches Education Web site
CCB is launching a new communication and education Web site, 401k Spectrum (www.401kspectrum.com). The site can be used by all plans for which CCB is trustee; the firm has a total of approximately $5 billion in assets under management...
401kWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
CIGNA Taps New Exec
Peter Villani has been named vice president of consultant relations for New England at CIGNA Retirement & Investment Services, a spokesperson with the firm told the 401kWire.com. He is the point person between the firm and independent consultants in the field...
401kWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
(K)arl on the Wire: Getting Visibility
The 401kWire.com continues its monthly feature presenting (k)arl, an information and resources cat, from benefitsmarketing.com. The firm looks to help defined contribution professionals think about how to market their products to 401k plans...
401kWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
Eaton Vance Sales Exec Departs
An Eaton Vance international sales executive has left the Boston asset manager...
MutualFundWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
Odd Lots, April 12, 2000
Location, location, location ... Chase-Fleming merger could cause fund mergers...
401kWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
Odd Lots, April 12, 2000
Location, location, location ... Chase-Fleming merger could cause fund mergers...
MutualFundWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
AmEx Revamps Web Site
Facelifts can come in many shapes and sizes. AmEx got its lift on the Web...
401kWire.com - Wednesday, April 12, 2000 - Reader Rating: 3
IPO Madness Comes to 401k
Spring fever? Maybe. Speculation that the 401k advisory firms are planning IPOs is sweeping the industry even if their business is not. ..
401kWire.com - Monday, April 12, 1999 - Reader Rating: 3
Van Kampen Following the Money with New Tech Fund
With the recent success of tech funds look for a long parade of clones. Heading the march is Van Kampen...
MutualFundWire.com - Monday, April 12, 1999 Views - Reader Rating: 3
Marshall Funds Fires Templeton
Milwaukee-based Marshall Funds has let go Templeton as sub-advisor for its International fund, hiring a replacement with similar, higher-performing funds...
MutualFundWire.com - Monday, April 12, 1999 - Reader Rating: 3
Comerica Logs On
Yet another 401k provider is utilizing Pyramid Digital Solution's systems to access SunGard's OmniPlan. ..
401kWire.com - Monday, April 12, 1999 - Reader Rating: 3
Federated Signs Boston Bank for Mutual Fund Clearing
The Pittsburgh investment management company has added a large Boston bank to the list of bank trusts and custody departments that use its clearing and information systems...
MutualFundWire.com - Monday, April 12, 1999 - Reader Rating: 3
SmithKline Beecham Adds to Benefits
The pharmaceutical corporation is expanding its offerings to its employees...
401kWire.com - Monday, April 12, 1999 - Reader Rating: 3
Odd Lots, April 12, 1999
Fund firm give aways! ... Long-Term not paying rent, seeking new digs? ... and more. ..
MutualFundWire.com - Monday, April 12, 1999 - Reader Rating: 3
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