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News Stories Archives - Since 1998
An Invesco Alum Joins Russell
Russell gains a new business development manager. ..
MutualFundWire.com - Monday, June 24, 2019
SSgA Joins a Dynamic 401k Default
The asset manager teams up with a big recordkeeper...
401kWire.com - Monday, June 24, 2019 - Reader Rating: 5
An Ex-Lincoln RM Moves to AIG
The AIG team finds a new vice president of consultant relations...
401kWire.com - Monday, June 24, 2019
401ks and Student Loans — A Good Match?
A reader ponders legislation that could connected 401(k)s to student loan repayment programs...
401kWire.com - Monday, June 24, 2019 - Reader Rating: 5
Week In Preview, June 24-30
This week the teams at Crane Data and Expect Miracles will host events...
MutualFundWire.com - Monday, June 24, 2019
Week In Preview, June 24-30
This week the ARA and Vestwell teams will host events...
401kWire.com - Monday, June 24, 2019
MassMutual Settlement Gets Nod From Judge
The provider could be hiring a new independent investment consultant for its own place. ..
401kWire.com - Friday, June 24, 2016
Streur Transforms Distro While Slimming Calvert Down
A year and a half after taking over, the SRI mutual fund shop's CEO talks about how the business is evolving...
MutualFundWire.com - Friday, June 24, 2016 Views
Guardian Nears a 401k Deal With Another Insurer
Word on 401(k) street is that the Gotham insurer is about to sell its defined contribution retirement plan business...
401kWire.com - Friday, June 24, 2016 - Reader Rating: 2
A Rising Market Lifts 401k Boats to $6.8 Trillion
DC plan auto enrollment boosts TDF assets. ..
401kWire.com - Friday, June 24, 2016
A Beantown DC I-O Chief Departs
A Boston-based asset manager's defined contribution leader is moving on...
401kWire.com - Friday, June 24, 2016
Stork and Reaper is BACK - June 24, 2016
MFWire's fund filings column returns. Check out some of this week's SEC filings!..
MutualFundWire.com - Friday, June 24, 2016 Views
PSCA Asks Plan Sponsors About SRI, Annuities and More
The organization is urging plan sponsors to respond...
401kWire.com - Friday, June 24, 2016
Multinational Asset Managers Face a One-Two Brexit Punch
The British public has spoken ... and the UK's multinational asset managers are already feeling the pain...
MutualFundWire.com - Friday, June 24, 2016 Views
A Wirehouse Picks a New Models and Portfolios Chief
A 10-year company veteran succeeds a key departing home office executive...
MutualFundWire.com - Wednesday, June 24, 2015 Views
TrimTabs Celebrates at the NYSE
Trim Tabs celebrates the launch of the Trim Tabs international free cash flow ETF at the NYSE.....
MutualFundWire.com - Wednesday, June 24, 2015 Views
Colorado Taps New Manager for Its County DC Plans
Out with the old and in with the new.....
401kWire.com - Wednesday, June 24, 2015 - Reader Rating: 3
Fidelity Survey Tests Couples' Retirement Readiness
Do you know your spouse as much as you think you do?..
401kWire.com - Wednesday, June 24, 2015
ICI Sees DC Assets at Record High
Up and up its goes.....
401kWire.com - Wednesday, June 24, 2015
Ascensus To Host Conference For Advisors
A recordkeeper located in the Pennsylvania area is hosting an advisor conference in July!..
401kWire.com - Wednesday, June 24, 2015 - Reader Rating: 5
Guided Choice Expands Its Individual Offering
Guided Choice opens up a product to the individual market. ..
401kWire.com - Wednesday, June 24, 2015 - Reader Rating: 5
M*'s 2015 Investment Conference Begins!
Fundsters and financial advisors are converging on Chicago today for the 27th annual Morningstar Investment Conference...
MutualFundWire.com - Wednesday, June 24, 2015 Views
11-k Update for the Week of June 24, 2014
The second installment of 401kWire's distillation of disclosures and amendments to the plans that committee members have made since December 31, 2012...
401kWire.com - Tuesday, June 24, 2014
A Gundlach Equities Guru Will Grow Elsewhere
A founder of DoubleLine's equity arm will leave at the end of the month, MFWire has learned. His fund will be liquidated...
MutualFundWire.com - Tuesday, June 24, 2014 Views - Reader Rating: 3
Nachmany Stays On as Head of Strategic Insight
The co-founder and research director of Strategic Insight confirms he's staying on board to continue heading up the mutual fund data shop. ..
MutualFundWire.com - Tuesday, June 24, 2014 Views
Mahan Comes Back East
The former Commonwealth retirement chief returns...
401kWire.com - Tuesday, June 24, 2014
Guillocheau Promotes Two Distro Execs at Ascensus
Look what we have here, Ascensus just promoted two executives......
401kWire.com - Tuesday, June 24, 2014
57,277 401k Plans Fail Non-Discrimination Testing
... according to new research published today by Judy Diamond Associates...
401kWire.com - Tuesday, June 24, 2014
Proprietary TDF Marketshare Dips 5 Percent
In a study scrutinizing TDF trends through 2013, Brightscope finds that bundled recordkeepers' TDF assets under management dipped over a two-year period. ..
401kWire.com - Tuesday, June 24, 2014 - Reader Rating: 4.83
A $1.2B Sponsor Consolidates With TIAA-CREF
Brookhaven Science Associates' scientific conclusion is that TIAA-CREF is the right provider for their 401(k) & 401(a) retirement plans...
401kWire.com - Tuesday, June 24, 2014
BlackRock Rewards Buy-and-Hold Sales
Asset giant makes a big shift in how it compensates its sales force...
MutualFundWire.com - Tuesday, June 24, 2014 Views - Reader Rating: 2
Mutual of Omaha Needs a Pair of Wholesalers
There are two new openings at the Mutual of Omaha...
401kWire.com - Tuesday, June 24, 2014 - Reader Rating: 5
MetLife Resources' Ex-Chief Takes Over a Double Rock Company
A former MetLife Resources CEO steps up to head subsidiary Retirement Systems Data. ..
401kWire.com - Monday, June 24, 2013
A Fund Boutique Locks Up Its Well
Value team led by former Morgan Stanley managing director will soon join a bigger firm...
MutualFundWire.com - Monday, June 24, 2013 Views
IndexUniverse Attacks Real-Time ETF NAVs
The trade pub thinks iNAV information for ETFs is misleading and confusing...
MutualFundWire.com - Monday, June 24, 2013 Views
A Giant DC Plan Sponsor Goes Passive
A prominent public plan sponsor is switching its defined contribution plan to an all-indexed lineup...
401kWire.com - Monday, June 24, 2013 - Reader Rating: 1
Calamos' Buyback Spree Continues
Firm continues to snap up its own shares, under the founder's name...
MutualFundWire.com - Monday, June 24, 2013 Views
RiverPark Celebrates a $1B Fund
The RiverPark Wedgewood Fund has topped one $1 billion in assets under management. ..
MutualFundWire.com - Monday, June 24, 2013 Views
Don Phillips, Mutual Fund Myth Buster!
Morningstar's Don Phillips addressed the urban myth that the average mutual fund has high fees of 140 to 200 bps...
MutualFundWire.com - Monday, June 24, 2013 Views
Fido Rebrands Another Muni Bond Fund
Effective August 1, Fidelity's [profile] California Short-Intermediate Tax-Free Bond Fund will be renamed the Fidelity California Limited Term Tax-Free Bond Fund. [SEC Filing]...
MutualFundWire.com - Monday, June 24, 2013 Views
Fido Rebrands a Muni Bond Fund
As of August 1, 2013, Fidelity's [profile] Advisor Short-Intermediate Municipal Income Fund will be renamed the Fidelity Advisor Limited Term Municipal Income Fund. [SEC Filing]...
MutualFundWire.com - Monday, June 24, 2013 Views
Will a Commission-Free Zone Reach the USA?
What would investing be like if there were no commissions? The WSJ takes a look at how commission bans in Europe will affect investors there and Morningstar's John Rekethaler reflected on the implications in his column. ..
MutualFundWire.com - Monday, June 24, 2013 Views
WisdomTree Updates a Global Fund
WisdomTree [profile] has updated its Global ex-U.S. Growth Fund's principal investment strategies. [SEC Filing]. ..
MutualFundWire.com - Monday, June 24, 2013 Views
Northern Lights Turns Off a Fund
The board of trustees of the Northern Lights Fund Trust II approved to discontinue the Alternative Strategies Mutual Fund based on the investment advisor, Ascentia Capital Partners [profile]. [SEC Filing]...
MutualFundWire.com - Monday, June 24, 2013 Views
SSgA Stops Some ETF Redemptions
State Street stopped giving cash redemptions Thursday when investors panicked and sold too many municipal bond ETFs. ..
MutualFundWire.com - Monday, June 24, 2013 Views
McNabb Says It's Still 'Early Innings'
InvestmentNews recaps how it thinks Vanguard passed American funds, and lands some juicy quote from CEO Bill McNabb...
MutualFundWire.com - Monday, June 24, 2013 Views
The World's Regulators Talk ETFs
The Board of the International Organization of Securities Commissions talks ETF practices with the new report, "Principles for the Regulation of Exchange Traded Funds" ..
MutualFundWire.com - Monday, June 24, 2013 Views
The Grey Lady Tackles 401k Fees
The Times takes a lengthy look at fees and lawsuits...
401kWire.com - Monday, June 24, 2013
Mirae's Horizons Launches an ETF
Horizon's new S&P 500(R) Covered Call ETF hits the NYSE today. ..
MutualFundWire.com - Monday, June 24, 2013 Views
BNY Offers Transition Management to Fundsters
Service has been offered to pensions and institutions since 1983...
MutualFundWire.com - Monday, June 24, 2013 Views
TIAA Hires Another Diversified Veteran
The 403b giant adds a senior director of strategic sales...
401kWire.com - Monday, June 24, 2013 - Reader Rating: 4
Lost Decade for Bonds Is Beginning
The bull market in bonds is coming to a close, notes two newswires...
MutualFundWire.com - Monday, June 24, 2013 Views
After the Passing of Their Creator, Do Managed Funds Have a Future?
In two articles, Dow Jones writers explore the product's fate...
MutualFundWire.com - Monday, June 24, 2013 Views
Fundsters Are Ready To Launch Actively-Managed Fixed-Income ETFs
A new survey shows that a majority of ETF sponsors plan to launch actively managed fixed-income ETFs soon...
MutualFundWire.com - Monday, June 24, 2013 Views
BlackRock Trims The Fat By Cutting 250 Funds
BlackRock is cutting 250 funds in order to focus on its biggest moneymakers...
MutualFundWire.com - Monday, June 24, 2013 Views
Advisors Prefer Phone Calls
A survey reveals how intermediaries feel about different methods for keeping in touch with mutual fund firms and other asset managers...
MutualFundWire.com - Friday, June 24, 2011 Views
A Hartford Wholesaler Goes West
And finds a new home at.....
401kWire.com - Friday, June 24, 2011 - Reader Rating: 1
A $291M Plan Settles a Stock Drop Suit
For a lot less than what the plan is worth...
401kWire.com - Friday, June 24, 2011 - Reader Rating: 5
Inspira Adds a Participant Outreach Service
The rollover specialist has added a new product to its lineup...
401kWire.com - Friday, June 24, 2011
First Eagle Hunts for Opportunity in Arbitrage
The Big Apple mutual fund firm prepares to launch a new offering...
MutualFundWire.com - Friday, June 24, 2011 Views
First Trust Takes to the SKYY With a New ETF
The mutual fund firm is about to launch its 60th ETF...
MutualFundWire.com - Friday, June 24, 2011 Views
An Advisor Offers Sponsors a Fiduciary Tool
The free tool offers an analysis of a company's retirement plan...
401kWire.com - Friday, June 24, 2011
A Large Pru Plan Abandons Life Cycle Funds
The company is also eschewing new participants from investing in its stock...
401kWire.com - Friday, June 24, 2011 - Reader Rating: 4.8
Schwab Puts YieldPlus Down
The brokerage giant puts the fallen fund and two siblings out of their misery in the wake of multiple settlements...
MutualFundWire.com - Friday, June 24, 2011 Views - Reader Rating: 1
Litman/Gregory Hires Gundlach and Romick to Sub-Advise its New Fund
Jeffrey Gundlach and Steven Romick will be among the sub-advisors of the new fund...
MutualFundWire.com - Friday, June 24, 2011 Views
Pioneer Gives its Beantown Office a Facelift
The renovations will be done by March 2012...
MutualFundWire.com - Friday, June 24, 2011 Views
S&P Worries About Legg Mason
The rating agency attacks the mutual fund firm for continued outflows...
MutualFundWire.com - Friday, June 24, 2011 Views
Newkirk and NewRiver Settle, But How?
Updated | The details of the end of their dispute remain a mystery ... but perhaps not for long...
MutualFundWire.com - Thursday, June 24, 2010 Views
HighMark Seeks Subadvisors
The firm is planning new funds and will use subadvisors for the portfolio management...
MutualFundWire.com - Thursday, June 24, 2010 Views
RS Investments Adopts a Fund
The San Francisco-based mutual fund firm takes on the investment team of an east coast fund shop...
MutualFundWire.com - Thursday, June 24, 2010 Views
Transamerica Trains TPAs Online
The West Coast-based provider launches two new programs for retirement plan third-party administrators...
401kWire.com - Thursday, June 24, 2010
New York Life Anoints a Fido Veteran as Online Chief
Updated | Deanna Garen fills a new post at the mid-market provider...
401kWire.com - Thursday, June 24, 2010 - Reader Rating: 5
Retirement Advisor University Set to Start Classes in September
The first classes for a new program are scheduled and can hold 60...
401kWire.com - Thursday, June 24, 2010 - Reader Rating: 3
Seen and Heard at the Morningstar Conference
Amid lightning, thunder and tornado warnings, the Morningstar conference kicked off Wednesday in the Windy City...
MutualFundWire.com - Thursday, June 24, 2010 Views
Fidelity Woos RIAs Even Harder
The Boston Behemoth as tapped an executive to head its practice management program for advisors...
MutualFundWire.com - Thursday, June 24, 2010 Views
Vanguard and S&P Settle a Decade Long Spat
Vanguard unveils a flurry of new funds and ETFs that rounding out its product line of S&P-based products as part of the new launches...
MutualFundWire.com - Thursday, June 24, 2010 Views
Morningstar's Phillips Talks Stars
Morningstar honchos continue to fight misconceptions about the star ratings...
MutualFundWire.com - Thursday, June 24, 2010 Views
Gross Hands Over the Reins in Pimco's Equity Push
The famed bond manager thinks the firm's third effort in equities will be the charm and says he has grown up...
MutualFundWire.com - Thursday, June 24, 2010 Views
Wachovia Settles A.G. Edwards Rev Sharing Case
More than a half decade after Eliot Spitzer shined his light on the practice, the brokerage settles the civil class action stemming from the investigation...
MutualFundWire.com - Thursday, June 24, 2010 Views
Vanguard Reaps the Benefits of Dumping ETF Commissions
How is the low-cost mutual fund giant doing in its battle with Fidelity and Schwab?..
MutualFundWire.com - Thursday, June 24, 2010 Views
Grail Seeks Brand Partners; Ties Deal with Gundlach
The ETF specialist looks beyond Western Asset Management. Thomas plans to leverage Grail's active ETF experience to build value with brand players...
MutualFundWire.com - Thursday, June 24, 2010 Views
Did Special Language Speed Hancock's Active ETF through the SEC?
The newest active ETF filing from John Hancock moved quickly through the SEC. Did an ear for politics play a role? ..
MutualFundWire.com - Thursday, June 24, 2010 Views
WSJ Tracks Chinese and Asian Focused ETFs
Many funds focused on the Far East get a plug from the WSJ Fund Track column. ..
MutualFundWire.com - Thursday, June 24, 2010 Views
House Committee OKs Fee Disclosure Bill
The House Education and Labor Committee approved the bill by a vote of 29-17 on Wednesday...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 4.5
A Motorcycle Accident Puts an Industry Voice Into Intensive Care
A retirement industry web-insider is recovering in the hospital...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
Lincoln Reorgs its Retirement Distribution Group
The firm turns to a company insider to lead the team, which is now a stand-alone group...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
A West Coast Fund Shop Acquires Again
The California-based company is acquiring two funds with combined assets of about $65 million...
MutualFundWire.com - Wednesday, June 24, 2009 Views
2a-7 Rules Unanimously Pass SEC Scrutiny
The commission passes new rules that aim at improving liquidity, risk mitigation and transparency in money market funds...
MutualFundWire.com - Wednesday, June 24, 2009 Views
SunStar Promotes its Diamonds in the Rough
An interactive discussion hosted by SunStar on Tuesday explored investment strategies and market outlook...
MutualFundWire.com - Wednesday, June 24, 2009 Views - Reader Rating: 4
CPI Sells
The largest employee-owned TPA in the country is changing hands...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
Schwab Rebrands The 401k Company
Two years after it purchased the large-plan provider from Nationwide, Schwab gives The 401k Company a new name...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
Schwab's Former DC Sales Chief Lands With Another Provider
Updated | A veteran sales exec guides a retirement plan giant to consultants...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
A BofA Alum Will Oversee the Sale of VALIC
AIG taps a new face to lead its divestment efforts...
401kWire.com - Wednesday, June 24, 2009 - Reader Rating: 3
Federated's Donahue Continues to Hunt for Acquisitions
Federated CEO J. Christopher Donahue tells Dow Jones that he remains on the hunt for deals...
MutualFundWire.com - Wednesday, June 24, 2009 Views - Reader Rating: 4
Bent Fires Back at the SEC
The money fund co-father and his team respond to regulatory charges...
MutualFundWire.com - Wednesday, June 24, 2009 Views
Yacktman Bounces Back
Dow Jones' Aja Carmichael features Don Yacktman in the Wednesday edition of the Wall Street Journal Fund Track column...
MutualFundWire.com - Wednesday, June 24, 2009 Views
Van Eck Debuts Another Hedge-Like Fund
A new fund will offer alternative strategies to retail investors...
MutualFundWire.com - Wednesday, June 24, 2009 Views
Wellington Goes to the Well for Vanguard
The Boston asset manager is promoting two investment pros to take over for David Fassnacht. ..
MutualFundWire.com - Tuesday, June 24, 2008 Views
A New Tool Forecasts Retirement Income Based on Target-Date Strategies
A Chicago firm that offers retirement planning and program management software for the DC community has come up with a retirement income forecasting tool for target-date investors...
401kWire.com - Tuesday, June 24, 2008
MassMutual Names New Northeast Division Sales Manager
The Springfield, Massachusetts-based provider has tapped a replacement for Hugh O'Toole, who was recently promoted to head of national sales and distribution...
401kWire.com - Tuesday, June 24, 2008 - Reader Rating: 5
Auto Plans Still Not Hitting on All Cylinders
A survey of plan participants finds that most plan sponsors and their providers are leaving out the spark plugs of the auto plan engine. ..
401kWire.com - Tuesday, June 24, 2008 - Reader Rating: 2
Nomura to Hire Help For Push into America
Wresting the Japan Fund subadvisory mandate from Fidelity was just the first step by Nomura into the North American fund market. Now it is seeking to hire locals...
MutualFundWire.com - Tuesday, June 24, 2008 Views - Reader Rating: 5
McCann Sees Big Opp in Humwee Market
Bob McCann took the wraps of the 2008 World Wealth Report on Tuesday. The opportunity: $59 trillion in high netter assets...
MutualFundWire.com - Tuesday, June 24, 2008
A Pair of Plan Sponsors Choose DIA
The New York-based provider brings in two DC sponsors, a West Coast hospital and a small plan in New Jersey...
401kWire.com - Tuesday, June 24, 2008
ING Expands its Ties with an Advisory Firm
The Connecticut-based provider has made the managed account service from the advice firm available to its participants...
401kWire.com - Tuesday, June 24, 2008 - Reader Rating: 3.5
FOLIOfn Benefits From New DC Distribution
UPDATED| The Virginia-based portfolio technology specialists gain a TPA ally to their South...
401kWire.com - Tuesday, June 24, 2008 - Reader Rating: 4
Janus Builds a Fund of Funds
Janus is rolling out a new fund to win market share from advisors that leverages some of its famous direct sold brands...
MutualFundWire.com - Tuesday, June 24, 2008 Views
Auction Rate Note Holders Learn When Preferred Is Not
The gridlock in the auction rate security market is getting more attention Tuesday morning. This time the focus is on when preferred investors are not so preferred...
MutualFundWire.com - Tuesday, June 24, 2008 Views - Reader Rating: 5
Two Take Reins of Putnam's Investment-Only Biz
The executives replace John Boneparth, who is retiring...
401kWire.com - Friday, June 24, 2005 - Reader Rating: 2
Funds for A Rollover Specialist?
It used to be the advice business that attracted VCs to 401ks, now the glamour boys are in rollovers...
401kWire.com - Friday, June 24, 2005 - Reader Rating: 3
TPA Offers Private Labeled Product
The firm is targeting small banks and broker-dealers lacking an in-house program...
401kWire.com - Friday, June 24, 2005 - Reader Rating: 3
CitiStreet Not Part of Legg Mason, Citigroup Deal
The recordkeeper will be a distribution partner of the asset management firm...
401kWire.com - Friday, June 24, 2005 - Reader Rating: 2.67
SEC Probes Janus' Bay Isle Unit
The regulators look into the institutional money manager after a routine examination raised issues...
MutualFundWire.com - Friday, June 24, 2005 Views
MassMutual Mystery Envelops OppenheimerFunds
The cloud of mystery surrounding MassMutual is spreading further into its fund subsidiary, OppenheimerFunds .....
MutualFundWire.com - Friday, June 24, 2005 Views
Hitting the Billion Mark
Powershares and OppenheimerFunds' 529 business both report assets under management of more than $1 billion...
MutualFundWire.com - Friday, June 24, 2005 Views
Legg Mason Becomes Fifth Largest Fund Manager
In addition to Citigroup's asset management business, Legg Mason scores a distribution deal with the bank's brokers. The Baltimore manager will also acquire a fund of hedge fund manager...
MutualFundWire.com - Friday, June 24, 2005 Views
401k Software Maker Adds New Clients As It Moves To ASP
CEO Tim Slavin explains the firm’s ASP strategy and how he has signed up seven clients in the past four months...
401kWire.com - Thursday, June 24, 2004 - Reader Rating: 3
Fidelity Readying to Disclose Soft Dollars
Fidelity sides with the SEC on this issue -- sort of...
MutualFundWire.com - Thursday, June 24, 2004 Views
A New Face at Newport
Newport hired Cindy New to help grow the firmís investment management research business...
401kWire.com - Thursday, June 24, 2004
NASD Fines Five B-Ds for Allowing Late Fund Trades
Five broker-dealers are among the initial targets of the NASD investigation into late trading...
MutualFundWire.com - Thursday, June 24, 2004 Views - Reader Rating: 3
US Indexers Finding Favor with Asian Investors
Vanguard and SSgA are winning mandates from Asian institutions seeking passive investments. ..
MutualFundWire.com - Thursday, June 24, 2004 Views
PensionOnline Rolls Out Retirement Application Building Blocks
PensionOnline is introducing open-source development toolkits for service providers and TPAs...
401kWire.com - Thursday, June 24, 2004 - Reader Rating: 2
MassMutual Reorganizes For The Retiree Boom
MassMutual has created a new division to attend to the 76 million people expected to retire in the next five years...
401kWire.com - Thursday, June 24, 2004
SEC Director Updates SIA on Soft Dollar Task Force
The task force will look for guidance from NASD, Financial Services Authority, and look to wrap up findings by the end of the year...
MutualFundWire.com - Thursday, June 24, 2004 Views
SEC Alleges Egregious Misuse By RIA
The SEC is going after Henlopen Fund manager Michael Hershey...
MutualFundWire.com - Thursday, June 24, 2004 Views
American Century Still Shrinking
The Kansas City firm is planning to eliminate another 60 to 80 jobs in its retail channel...
MutualFundWire.com - Tuesday, June 24, 2003 Views
Kansas City Family Names Sales Chief
The firm has snapped up the former national sales manager for ING Funds...
MutualFundWire.com - Tuesday, June 24, 2003 Views
DC Marketer Expands to DB
A former Prudential Retirement executive takes on a new market space at a new firm...
401kWire.com - Tuesday, June 24, 2003
First Tennessee Moves Deposits
The bank is changing recordkeepers as it outsources its trust services...
401kWire.com - Tuesday, June 24, 2003 - Reader Rating: 2
Chanel Accessorizes Plan
The New Jersey sponsor shakes up its investment lineup...
401kWire.com - Tuesday, June 24, 2003
AdvisorPort Adds Hedge Funds
The managed account provider has partnered with a fund-of-funds maker to add to its MSA...
MutualFundWire.com - Tuesday, June 24, 2003 Views
Merc Chair Wins Appointment to FRTIB
The board administering the Federal Thrift Savings Plan adds a new member...
401kWire.com - Tuesday, June 24, 2003
Schwab Reportedly Buying Assets
The shopping trip is reportedly being made to add to the US Trust business...
MutualFundWire.com - Tuesday, June 24, 2003 Views
529 Gumbo
A state looks for some services...
MutualFundWire.com - Monday, June 24, 2002 Views
S&P Drops Growth Fund
The Citizens Emerging Growth Fund will be eliminated from its Select Fund List...
MutualFundWire.com - Monday, June 24, 2002 Views
Supporting the Work
WealthTouch is launching a new back office outsourcing system...
MutualFundWire.com - Monday, June 24, 2002
Bisys Signs Another
A new fund family has tapped the vendor for administrative services...
MutualFundWire.com - Monday, June 24, 2002 Views
Phoenix Reshuffles
The Connecticut firm shifts its management teams and prepares to liquidate two of its funds...
MutualFundWire.com - Monday, June 24, 2002 Views
Morgan Stanley Defectors Help Bottom Line
Profits at the money management unit at the Wall Street firm are up as compensation costs plummet. That may not be good news...
MutualFundWire.com - Monday, June 24, 2002 Views - Reader Rating: 4
Polaroid Plan Still Not Done Deal
Congress wants acquirer, not the PBGC to pick up the Polaroid pension tab...
401kWire.com - Monday, June 24, 2002
Cigna Rolls Out Bennies Portal
The insurer has completed the initial rollout of its myYahoo based Web portal...
401kWire.com - Monday, June 24, 2002
Nationwide-ClearFuture Link Goes Live
The insurer says that more than half of its 1.5 million public plan participants get planning tools starting today...
401kWire.com - Monday, June 24, 2002
What Are Sponsors Worried About?
A top ten vendor surveyed sponsors at its client meeting this month. Most surprising is what did not make the list...
401kWire.com - Monday, June 24, 2002
Getting the Edge at Amcore
There is a new head honcho at the Illinois firm...
MutualFundWire.com - Monday, June 24, 2002 Views - Reader Rating: 3
Guardian Upgrades Systems
The insurer is installing new software for its operations...
MutualFundWire.com - Monday, June 24, 2002 Views
SVA June 18, 1999
..
401kWire.com - Thursday, June 24, 1999 - Reader Rating: 3
HSBC Asset Management Has New Americas Chief
HSBC Asset Management has a new chief executive officer for the Americas, formerly director of all new business for the bank and broker/dealer channels at Transamerica...
MutualFundWire.com - Thursday, June 24, 1999 Views - Reader Rating: 1
Advisory Group Makes Director Recommendations
The Advisory Group on Best Practices for Fund Directors met this afternoon, and presented the industry with 15 recommendations to strengthen the role of investment company directors...
MutualFundWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Manulife Intros New Benefits Package for Small Plans
Manulife Financial is rolling out a new benefits program for executives for smaller companies called Diet COLI. According to the firm, this turnkey product should have no impact on a firm's balance sheet...
401kWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Franklin Templeton Intros New Fund
Franklin Templeton Distributors, Inc. has added the Franklin Aggressive Growth Fund to its product mix. The fund seeks to provide long-term capital appreciation by investing primarily in equity securities of companies demonstrating accelerating growth, increasing profitability or above-average growth or growth potential compared with the overall economy...
401kWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Franklin Adds Aggressive Growth
Franklin Templeton has added an Aggressive Growth Fund to its product mix, investing in all caps and across sectors...
MutualFundWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Odd Lots; June 24, 1999
Internet Fund's Jacob to start firm ... TD Waterhouse's IPO Flies, but doesn't soar ... Privacy provision sparks conflict on the Hill ... Internet's impact felt by brokers ... CMGI seeks help from AltaVista...
MutualFundWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Advisory Group Meets on Director Practices
The Advisory Group on Best Practices for Fund Directors meets this afternoon to announce the findings of a new report on best practices to enhance the independence and effectiveness of investment company directors. Updated after the 2:00 meeting...
MutualFundWire.com - Thursday, June 24, 1999 - Reader Rating: 3
Florida Power Company Goes with Guides
Juno Beach, Florida-headquartered Florida Power & Light, an electric utility company, has tapped Morningstar Retirement Plan Services of Chicago, Illinois to provide investment guides to its employees. The plan has 9,300 participants and over $800 million in assets...
401kWire.com - Thursday, June 24, 1999 - Reader Rating: 3
S&P to Offer Financial Advice Through 401k Vendors
Standard & Poor's is readying an advice component for the educational offerings it markets to defined contribution plan vendors, Mike Cunningham, senior vice president and general manager of S&P's retail division told the 401kWire. According to Cunningham, S&P will be offering advice through multiple channels including the Internet, the phone, and paper. ..
401kWire.com - Wednesday, June 24, 1998 - Reader Rating: 3
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