Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 100 of 100 results for hartford. (0.062 seconds)
MFS Investment Management [view profile ]
111 Huntington Ave.  Boston  MA  02199  ph: 800-343-2829 

http://www.mfs.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Sloane Expands USAA's Key Account and Investment Resource Teams
The Texas mutual fund shop's third-party distro chief welcomes two more people to his team...
MutualFundWire.com - Thursday, February 16, 2017
Eye for Earnings - February 6, 2017
The latest earnings releases are here!..
MutualFundWire.com - Monday, February 06, 2017
Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out
The publicly-traded mutual fund shop is selling $200 million in stock to help finance the deal. Meanwhile, an activist investor is begging Virtus not rely on cash for the deal...
MutualFundWire.com - Friday, January 27, 2017
Filings for Fundsters - January 13, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, January 13, 2017
Aylward's Transformational Deal
The Virtus chief just unveiled an acquisition that will nearly double the size of his company. He talked with MFWire about what's next...
MutualFundWire.com - Thursday, December 22, 2016
Filings for Fundsters - December 20, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Tuesday, December 20, 2016
Virtus Buys a PE-Backed Multi-Boutique For $513MM
The publicly-traded, Connecticut-based firm is acquiring another mutual fund shop...
MutualFundWire.com - Friday, December 16, 2016 Views
Mutual Fund Milestones - December 14, 2016
A round-up of the mutual fund industry's latest accomplishments! ..
MutualFundWire.com - Wednesday, December 14, 2016
Filings for Fundsters - November 25, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, November 25, 2016
Eye for Earnings - October 28, 2016
The latest earnings releases are here!..
MutualFundWire.com - Friday, October 28, 2016
Aberdeen and OpFunds Win Big in Chicago
Fundsters gathered last night in the Windy City for an industry trade group's annual awards bash...
MutualFundWire.com - Wednesday, October 19, 2016 Views
The New Fund Fuss - October 4, 2016
A listing all of the funds making their grand debut! ..
MutualFundWire.com - Tuesday, October 04, 2016
The Smart Beta Crowd Takes Manhattan
Hundreds of fundsters are converging in the Big Apple for a newly-created conference about the passive-plus investing strategies also known as "strategic beta."..
MutualFundWire.com - Thursday, September 22, 2016
Fidelity the Fund Firm, 401k Provider ... and Tourist?
A new report shows half a dozen mutual fund firms and a big mutual fund subadvisor as being big players in the VC-dominated world of late-stage startups...
MutualFundWire.com - Wednesday, September 21, 2016
Virtus Brings a Post-MPT Shop Into the ETF Biz
A Midwestern ETF strategist is powering a new ETF offered by the Northeastern subadvised mutual fund shop...
MutualFundWire.com - Friday, September 09, 2016 Views - Reader Rating: 5
Filings for Fundsters - August 26, 2016
A compilation of SEC filings...
MutualFundWire.com - Friday, August 26, 2016
Here Are the Nine Fund Firms On LPL's New NTF Platform
The platform is scheduled to roll out on December 1...
MutualFundWire.com - Wednesday, August 24, 2016 Views - Reader Rating: 5
Preview of LPL Focus 2016
This weekend LPL will kick off its giant annual conference in its West Coast hometown...
MutualFundWire.com - Friday, August 19, 2016 Views
Filings For Fundsters - August 15, 2016
The latest SEC filings in the industry!..
MutualFundWire.com - Monday, August 15, 2016 Views
Fundsters Embrace Meta Smart Beta
Barron's highlights the rise of the next generation of strategic beta ETFs...
MutualFundWire.com - Tuesday, July 12, 2016
Is Davey Done Flexing Hartford's Acquisition Muscles?
More than a decade after its first acquisition in the mutual fund business, this insurer is at again, twice in a few weeks. What's next?..
MutualFundWire.com - Thursday, July 07, 2016 Views
As Schroders Does a U.S. Deal, Two Distro Execs Shift
A 10-year company veteran is moving on from the U.S. arm of the publicly-traded, British multinational asset manager. And another distro exec's role is changing...
MutualFundWire.com - Wednesday, June 22, 2016 Views
Dasher Transforms Schroders' U.S. Distro With a Key Partnership
The publicly-traded British multinational's North American arm is teaming up with a subadvised mutual fund shop...
MutualFundWire.com - Thursday, June 02, 2016 Views
Davey Does Hartford's 2nd Mutual Fund Deal of 2016
The insurer's mutual fund arm is poised to adopt 10 funds with $2.2B in AUM...
MutualFundWire.com - Wednesday, June 01, 2016 Views
The Hartford Buys Into the ETF Biz
Jim Davey unveils a deal to acquire a West Coast strategic beta shop...
MutualFundWire.com - Thursday, May 19, 2016
An ETF Strategist Adds a CCO and Replaces an EVP
The departing exec spent a decade at the company...
MutualFundWire.com - Friday, May 13, 2016 Views
An Original PM Leaves a $3.5B Bond Fund
The other original PM will continue to work on the five-year-old mutual fund...
MutualFundWire.com - Friday, April 08, 2016 Views
An Asset Allocation PM Leaves a Hartford Fund
The PM had worked on the fund since inception...
MutualFundWire.com - Tuesday, March 29, 2016 Views
101 Fund Families Win in Gotham
Thrivent and TIAA win the top honors at a mutual fund industry award show in New York City...
MutualFundWire.com - Wednesday, March 23, 2016 Views
A Partner Leaves Wellington After 15 Years
He is one of the PMs on a $5.5B, 32-year-old mutual fund...
MutualFundWire.com - Wednesday, February 17, 2016 Views - Reader Rating: 4
After Two Decades With Wellington, a Partner Departs
The partner in question is a PM on two Wellington-subadvised mutual funds with a combined $1.55B in AUM...
MutualFundWire.com - Thursday, January 14, 2016 Views
The Top Big Equity Fund of 2015 Is ...
Bloomberg profiles the mutual fund and PM that came out with the highest returns of the year, among active U.S. equity funds with $1B or more in AUM...
MutualFundWire.com - Monday, January 04, 2016 Views
Faust's First ETMFs Take One Last Regulatory Step
Watch for the first batch of Eaton Vance's ETF-like funds to launch in Q1 2016...
MutualFundWire.com - Tuesday, December 15, 2015 Views - Reader Rating: 5
Virtus Settles With the SEC
The subadvised mutual fund shop will shell out $16.5 million for its alleged part in the scandal that brought down one of its former subadvisors F-Squared...
MutualFundWire.com - Monday, November 16, 2015 Views
Fundsters Applaud Their STARs
Updated | Industry marketing gurus converged on Chitown last night...
MutualFundWire.com - Friday, October 16, 2015 Views
Can This Asset Manager Become the Next Wellington? They Want Your Help
The new CEO of international, institutional asset manager is looking to do retail here in the U.S. in the style of the giant Vanguard and Hartford ally...
MutualFundWire.com - Tuesday, August 18, 2015 Views
28 Fund Firms Are Paying Morgan Stanley At Least $1MM
The wirehouse release details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway...
MutualFundWire.com - Tuesday, August 11, 2015 Views - Reader Rating: 3
Tambone Expands Alger's Advisor-Facing and Institutional Sales Forces
The Big Apple mutual fund shop's chief makes a pair of new hires, and he has two more positions to fill soon, too...
MutualFundWire.com - Monday, August 10, 2015 Views - Reader Rating: 5
USAA's Sloane Searches For a Channel Chief
The third-party distribution chief at the military-focused insurer's mutual fund arm wants to find the right person to build out a particular channel...
MutualFundWire.com - Wednesday, July 08, 2015 Views
Post-F-Squared, Are Things Looking Up For Virtus?
The subadvised mutual fund shop releases its Q1 2015 earnings on the same day it replaced the beleaguered ETF strategist. Yet Virtus' part in the F-Squared saga may not be over...
MutualFundWire.com - Tuesday, May 12, 2015 Views
F-Squared's Out: Virtus Switches Subadvisors
The five highflying mutual funds that had been powered by the beleaguered ETF strategist will now be subadvised by an Old Dominion State shop...
MutualFundWire.com - Monday, May 11, 2015 Views
Next For Eaton Vance: a WiFi-Like Alliance?
The Beantown mutual fund shop is creating a consortium of firms that use its next-gen, ETF-like product structure...
MutualFundWire.com - Friday, May 01, 2015 Views
Prepare For the NextShares Push
An Eaton Vance subsidiary is about to kick off an education-focused advertising campaign about its next-gen, ETF-like structure...
MutualFundWire.com - Tuesday, April 28, 2015 Views
Cap Group, Fidelity, and Pimco Break Out the Champagne
Each of those three big mutual fund shops took home at least 15 awards last night at Lipper's annual fund awards dinner in the Big Apple. TIAA-CREF, MassMutual, and a host of others also won...
MutualFundWire.com - Wednesday, April 01, 2015 Views
A Liquid Alts Shop Adds 3 Wholesalers, Hunts For 3 More
A Midwestern mutual fund shop with more than $1B in AUM is expanding its distribution team...
MutualFundWire.com - Tuesday, March 17, 2015 Views
Davey Benchmarks the Hartford's Fund Branding
The insurer's mutual fund arm kicks off a significant advertising campaign, complete with a new tagline and focus. It's all targeted at advisors...
MutualFundWire.com - Thursday, March 12, 2015 Views
Women In ETFs Take the NYSE
A first women’s group for the ETF industry that has eight chapters in the United States, Europe, Canada and its newest chapter in Asia Pacific rang the opening bell across the globe to commemorate International Women's Day 2015!..
MutualFundWire.com - Monday, March 09, 2015 Views - Reader Rating: 5
Faust Ponders Five Bps of $10T
The NYT interviews the Eaton Vance chief about the mutual fund shop's ETF-like alternative for active managers. And M* weighs in, too..
MutualFundWire.com - Friday, March 06, 2015 Views
Virtus Faces Class-Action Flak Over F-Squared
The performance-reporting scandal surrounding a key subadvisor is now pulling in the Connecticut mutual fund shop itself...
MutualFundWire.com - Wednesday, February 25, 2015 Views
A 3rd Fund Firm Catches Eaton Vance's Alternative to ETF Fever
Updated | An East Coast insurer's mutual fund arm allies with the Beantown fund firm's Navigate Fund Solutions subsidiary...
MutualFundWire.com - Wednesday, February 25, 2015 Views
Meet the Leaders of Bob Reynolds' 401k Giant
Last year the Putnam and Great-West chief combined three retirement plan businesses into one, under the leadership of a key lieutenant. The leadership team for that combined business is taking shape...
MutualFundWire.com - Friday, February 06, 2015 Views
Virtus Buys an ETF Platform
The Connecticut-based subadvised mutual fund shop makes a play to support exchange-traded funds...
MutualFundWire.com - Tuesday, January 27, 2015 Views
Pershing Expands FundVest's Advisory and Insti Share Lineup By 45 Percent
Sandy Bolton sees the shift to 12b-1-free funds on NTF platforms continuing...
MutualFundWire.com - Friday, October 31, 2014 Views
The Hartford's Mutual Fund Income Jumps 16 Percent
The insurer reports its Q3 2014 earnings results...
MutualFundWire.com - Tuesday, October 28, 2014 Views
OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown
Marketing fundsters gathered in the Windy City last night for the 18th annual awards from the MFEA...
MutualFundWire.com - Wednesday, October 22, 2014 Views
Sapir Strikes Gold With His Latest ProShares Hire
A marketing chief joins the Maryland-based ETF shop...
MutualFundWire.com - Tuesday, October 21, 2014 Views
Hartford Rides a New Retirement Zeitgeist, with Help from MIT
Firm targets investors increasingly worried about retirement with an ad campaign promoting its global investing capabilities, a growing alts lineup and a partnership with MIT...
MutualFundWire.com - Friday, September 19, 2014 Views
Steers Finds a New Marketing Chief
A Principal Global Investors alum takes a top post at Cohen & Steers...
MutualFundWire.com - Friday, July 18, 2014 Views
Loads of Revenue Sharing Data Is ... Just a Simple Web Search Away
A number of broker-dealers and fund supermarkets disclose the revenue-sharing fees they charge fund firms right on the Internet, including Morgan Stanley and Edward Jones, among others...
MutualFundWire.com - Thursday, July 17, 2014 Views
Vanguard Did Well, But Look at Dodge & Cox
The low cost giant won June flows, but there were some interesting runners up, according to Morningstar's latest flow figures...
MutualFundWire.com - Tuesday, July 15, 2014 Views
The Pershing FundVest 200 List

There are actually 211 funds, and there will likely be more...
MutualFundWire.com - Wednesday, June 04, 2014 Views
Hartford and Wellington Take a Walk on the Wild Side
Hartford Funds leverages the wilder skill-sets of its sole sub-advisor in new ad campaigns and A new product lineup...
MutualFundWire.com - Thursday, May 22, 2014 Views - Reader Rating: 5
BlackRock's Bps Fuel Powerball Winner's Suit
He had bought the $254.2 million winning ticket at a BP Gas Station...
MutualFundWire.com - Friday, May 09, 2014 Views
Virtus Selects Sub-Advisors For Alts Trust
The Hartford-based mutual fund shop partners with an institutional consulting firm to pick its hedge fund sub-advisors...
MutualFundWire.com - Tuesday, April 08, 2014 Views
M* Analysts Unveil Their Manager of the Year Nominees
Morningstar has revealed its nominees for the 2013 Fund Manager of the Year Awards. The nominees, which have so far been profiled in this Morningstar article as well as this article are:
Domestic-Stock Fund Manager of the Year; William Martindale and Robert Mitchell, Conestoga Small Cap; the Team for the Dodge and Cox Stock; Dennis Lynch and team, Morgan Stanley Focus Growth, Morgan Stanley Growth, Morgan Stanley Mid Cap Growth, and Morgan Stanley Small Company Growth; Harry Burn, John DeGulis, and Gibb Kane, of the Sound Shore Fund, and Larry Puglia, T. Rowe Price Blue Chip Growth.
International-Stock Fund Manager of the Year: Daniel O'Keefe and David Samra, the Artisan International Value and Artisan Global Value funds; Mark Yockey and team, Artisan International; Sarah Ketterer, Harry Hartford, and team, Causeway International Value; the Team for the Dodge and Cox International Stock, and David Herro and Rob Taylor, Oakmark International.
Fixed-Income Fund Manager of the Year: the Team for the Dodge and Cox Income; Matt Eagan, Dan Fuss, and Elaine Stokes, Loomis Sayles Bond; Stephen Kane, Laird Landmann, and Tad Rivelle, Metropolitan West Total Return Bond; Daniel J. Ivascyn and Alfred T. Murata, PIMCO Income, and Mark Vaselkiv, T. Rowe Price High-Yield.
Alternatives Fund Manager of the Year: Brian Hurst, Yao Hua Ooi, and team, AQR Managed Futures Strategy I; Michael Aronstein, MainStay Marketfield, Eric Connerly, Jay Feeney Jr., and team, Robeco Boston Partners Long/Short Research.
Allocation Fund Manager of the Year: the Team of the American Funds American Balanced; the Team for the Dodge and Cox Balanced; Mark Landecker, Steve Romick, and Brian Selmo, FPA Crescent, and David Giroux, T. Rowe Price Capital Appreciation.

..

MutualFundWire.com - Tuesday, January 07, 2014 Views
These Were MFWire's 13 Most Popular Stories of 2013
Which stories did people read the most?..
MutualFundWire.com - Monday, December 30, 2013 Views
Highland's Board Signs on a Minor League Owner
Former Hartford EVP and chief investment strategist sits on a number of boards...
MutualFundWire.com - Thursday, December 26, 2013 Views
Neuberger Lands a Big DC Client for an Alts Fund
The product is now available to 18,000 participants...
MutualFundWire.com - Friday, November 22, 2013 Views
Hartford's Reiss Hires in the West
He lures a salesperson from Fido to reach out to non-wire house advisors...
MutualFundWire.com - Tuesday, November 19, 2013 Views
Highland's Ross Revs Up Hiring with a Sales Manager
New exec will lead firm's sales force, which will grow 30 percent next year...
MutualFundWire.com - Monday, November 18, 2013 Views
Virtus Teams Up With an Alt Advisor
Virtus and Cliffwater will launch three multi-strategy, multi-manager alt funds for retail investors. ..
MutualFundWire.com - Tuesday, October 29, 2013 Views
Zacks Names Top Five Growth Funds
The top five growth mutual funds all returned about 30 percent in the past year. ..
MutualFundWire.com - Monday, October 21, 2013 Views
Hartford Funds Lures BlackRock's Global Brand Head
The hiring is the latest move in firm's ongoing sales evolution...
MutualFundWire.com - Wednesday, October 16, 2013 Views
A Platform Green-Lights a Dozen Funds
The offerings, from 11 sub-advisors, include a new non-traditional asset class...
MutualFundWire.com - Tuesday, October 08, 2013 Views
Needles Envisions an Actively Managed Renaissance
American Beacon CEO, who was the point man of Invesco's PowerShares acquisition in a prior life, says index investing will go "by the wayside." ..
MutualFundWire.com - Wednesday, October 02, 2013 Views
An ETF Shop Cruises for Sales Along I-95
Firm acts like a "startup, but with a head start," focuses on drumming up interest in a handful of states...
MutualFundWire.com - Thursday, September 19, 2013 Views
Hartford Moves More Fundsters to Radnor
Hartford moved its headquarters and is adding staff to its Radnor site. ..
MutualFundWire.com - Tuesday, September 17, 2013 Views
Want a 30 Percent Flows Jump? Try a Sales Makeover
But it pays to do it right. Consider the successes of this fund giant's recent reorganization...
MutualFundWire.com - Thursday, September 12, 2013 Views
F-Squared Has a New Sales Honcho For Three Channels
Investment veteran comes from MFS...
MutualFundWire.com - Thursday, September 12, 2013 Views - Reader Rating: 5
Virtus Pulls Trigger on Secondary Offering
Fund firm sets price for nearly 1.3 million shares...
MutualFundWire.com - Thursday, September 12, 2013 Views
A Connecticut Firm Looks to Raise $175MM
Eight-boutique asset manager will price offering on September 11th...
MutualFundWire.com - Monday, September 09, 2013 Views
Jerry Szilagyi Scoops Up a Hartford Veteran
...And there's more hires on the way. ..
MutualFundWire.com - Wednesday, September 04, 2013 Views - Reader Rating: 4
Hartford Adds a PM to a Value Fund
The Hartford [profile] confirmed that, effective today, James H. Shakin will become the new portfolio manager of the Hartford International Value Fund. [SEC Filing]...
MutualFundWire.com - Friday, August 30, 2013 Views
Reiss Grows Hartford Funds' Southern Presence
The insurer's mutual fund arm hires two salespeople...
MutualFundWire.com - Thursday, August 22, 2013 Views
Hartford Reboots a Money Market Fund
Hartford [profile] has changed the name, investment objective and principal investment strategy of the Hartford Money Market HLS Fund. Effective on or about October 21, the fund will be renamed the Hartford Ultrashort Bond Fund, cease to operate as a money market fund, and be managed as an ultra-short bond fund. [SEC Filing I]. [SEC Filing II]...
MutualFundWire.com - Thursday, August 08, 2013 Views
Two Things to Know From Hartford's Q2 2013 Earnings
Hartford beat revenue forecasts but missed on EPS...
MutualFundWire.com - Thursday, August 08, 2013 Views
Chinese-Backed ETF Firm Builds a Distribution Team
The 11-person team, led by a former Hartford Mutual Funds exec, aim to grow marketshare in both advisor and institutional channels...
MutualFundWire.com - Tuesday, July 30, 2013 Views
ING U.S. Drops the New York Marathon
ING's U.S. insurer is ending their race sponsorships after 25 percent of its stake has been sold by their Dutch owner...
MutualFundWire.com - Thursday, July 25, 2013 Views
Janus Brings a Top Hartford Alum to INTECH
Updated | The Denver fund shop's subsidiary hires a consultant relations chief...
MutualFundWire.com - Thursday, July 18, 2013 Views
Highland Grows Its Sales Force by 13
Alt manager hires six regional sales director and seven internals. One was a former professional baseball player...
MutualFundWire.com - Monday, July 15, 2013 Views - Reader Rating: 1
Virtus Reports Q2 AUM Perkiness
Virtus' AUM grew by nearly two billion during the second quarter of 2013. ..
MutualFundWire.com - Wednesday, July 10, 2013 Views
Two PMs Leave a Hartford Fund
Effective today, Cheryl M. Duckworth and Theodore B.P. Jayne will no longer PM for the Hartford [profile] Diversified International Fund. Gregg R. Thomas, James H. Shakin, and Tara Connolly Stilwell will PM for the fund. [SEC Filing]...
MutualFundWire.com - Friday, June 28, 2013 Views
Asset Manager Appoints Five Distribution Folk
Three months after announcing a major reorganization of its sales force, the fund firm brings on two new divisional vice presidents and three advisor consultants...
MutualFundWire.com - Wednesday, June 26, 2013 Views
A Hartford Fund To Close
On June 18, 2013, the board of directors of The Hartford Mutual Funds [profile] approved a plan of liquidation for The Hartford Money Market Fund. The expected date of liquidation is on or about September 27, 2013. [SEC Filing]. ..
MutualFundWire.com - Friday, June 21, 2013 Views
The Next Gig for the Week of June 20, 2013
Looking for your next gig? Find here the latest industry openings...
MutualFundWire.com - Thursday, June 20, 2013 Views
Hartford Investment Changes Its Name
Hartford Investment Financial Services [profile], the Hartford Emerging Markets Local Debt Fund, the Hartford Global Alpha Fund, and the Hartford Quality Bond Fund's principal underwriter, has changed its name to Hartford Funds Distributors. [SEC Filing]. ..
MutualFundWire.com - Friday, June 14, 2013 Views
RidgeWorth Buffing up Client Support
RidgeWorth hires three new national accounts managers...
MutualFundWire.com - Tuesday, June 11, 2013 Views
Hartford Anoints a Wellington PM
Wellington's Nanette Abuhoff Jacobson takes a post at Hartford Funds. ..
MutualFundWire.com - Monday, June 03, 2013 Views
Hartstein's Next Performance Will Be in Los Angeles
Retired John Hancock Funds CEO re-emerges on managers board of L.A. asset firm...
MutualFundWire.com - Friday, May 17, 2013 Views
Core Bond Funds Diverge From Their Index
So reports Morningstar and Barron's...
MutualFundWire.com - Monday, April 22, 2013 Views
 News Archives
2017: Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2017
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use