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News Stories Archives - Since 1998
Nationwide Wins in Maryland
The new contract brings nationwide's Maryland assets to almost $6 billion...
401kWire.com - Monday, August 13, 2018 - Reader Rating: 5
CUNA Mutual Tracks Participant Preferences
A new study from CUNA mutual highlights what participants most want to know. ..
401kWire.com - Monday, August 13, 2018 - Reader Rating: 4.4
Flows Brighten, and Passive Titans Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for July 2018...
MutualFundWire.com - Monday, August 13, 2018
A 23-Year Wells Fargo Vet Joins Voya
The recordkeeping giant has hired again, seeking out cross-market talent...
401kWire.com - Monday, August 13, 2018
How T. Rowe Woos Talent
A local paper offers a glimpse into the courting tactics used by the Baltimore-based mutual fund giant...
MutualFundWire.com - Monday, August 13, 2018
Have Sponsors Shifted to Retirement Readiness?
Retirement readiness has been a priority in the recordkeeping and advising world for a while now, but are plan sponsors also shifting?..
401kWire.com - Monday, August 13, 2018 - Reader Rating: 4
Week In Preview, August 13-19
Broadridge, DCIIA, and WiPN are all hosting events this week...
401kWire.com - Monday, August 13, 2018
Helpful Marketing Tidbits to Help Spruce Up Your Website
401(k) plan advisors (KPAs), have you gone for a checkup lately? I'm not talking about checking your blood pressure or cholesterol (although that may be advised). I'm talking about your company website. ..
401kWire.com - Thursday, August 13, 2015
An ETF Startup Expands, Creates a Guardian For Investors
The SoCal shop is also poised to file for more new funds in the coming weeks...
MutualFundWire.com - Thursday, August 13, 2015 Views
A Focused New Value Shop Dives Into '40 Act Country
A Chitown institutional team strikes out on their own and launches their first mutual fund...
MutualFundWire.com - Thursday, August 13, 2015 Views
FiduciaryFirst Wins Plastics Plan
FF goes in for the win...
401kWire.com - Thursday, August 13, 2015
NARPP Launches Its Redesigned Savings Resource
NARPP Labs is dedicated to innovating retirement communications in a way that reflects the needs of 21st century savers...
401kWire.com - Thursday, August 13, 2015 - Reader Rating: 4.5
Seen and Heard: Matrix Get Connected Conference 2015
401kWire got a first hand glimpse of the Matrix's GetConnected Conference 2015 -- bringing together about 850 advisor partners and other DC industry insiders at the Keystone Resort in the beautiful city of Keystone, Colorado... ..
401kWire.com - Thursday, August 13, 2015 - Reader Rating: 5
A VP of Sales Leaves RKer for John Hancock
A regional vice president of sales jumps ship after more than eight years at the company...
401kWire.com - Thursday, August 13, 2015 - Reader Rating: 4.5
This Texas-Based Shop Just Received Approval To Register as an RIA
Dallas/Fort Worth, Texas-based independent advisory firm that focuses exclusively on corporate retirement plans and offering fiduciary services has just received approval to register as an RIA!..
401kWire.com - Thursday, August 13, 2015 - Reader Rating: 5
Fundsters Get Dragged Into a $400MM Fight Over "the Rasputin of Boxing"
Did a Midwestern asset manager and broker-dealer collude in a scheme to monopolize professional boxing?..
MutualFundWire.com - Thursday, August 13, 2015 Views
Live Blog: Day Four of the Fiduciary Reg Hearings
Did they save the best for last?..
401kWire.com - Thursday, August 13, 2015 - Reader Rating: 5
A Rydex Vet Joins Northern Trust FlexShares
The new hire's title is vice president, business development executive...
MutualFundWire.com - Wednesday, August 13, 2014 Views
TIAA-CREF Wins a $24MM 403b in Tennessee
A private K-12 school consolidates its plans with the giant of higher education defined contribution plans...
401kWire.com - Wednesday, August 13, 2014
Rothschild Asset Management and Larch Lane Make Their Mutual Fund Move
Through a joint venture, the two companies just launched a sub-advised, '40-Act fund...
MutualFundWire.com - Wednesday, August 13, 2014 Views
Reich Takes LPL's Worksite Program Online
The giant indie B-D's new retirement partners chief unveils a participant website...
401kWire.com - Wednesday, August 13, 2014
An ERISA Lawyer Joins CapTrust, As an Advisor
The new hire is based in the RIA's Atlanta office...
401kWire.com - Wednesday, August 13, 2014
Schlichter Calls on the Supremes
Will the highest court in the land step into a lawsuit over 401k fees?..
401kWire.com - Wednesday, August 13, 2014 - Reader Rating: 3.67
Art Steinmetz is the New Oppenheimer Experiment
Art Steinmetz brews his own beer at home, washed out of the Air Force, and is the first PM to lead OppFunds. InvestmentNews drills down on this interesting CEO experiment...
MutualFundWire.com - Wednesday, August 13, 2014 Views
A Revenue Sharing Suit Against ING is Heading to Trial
A federal judge refuses to toss a lawsuit against the giant retirement plan provider...
401kWire.com - Tuesday, August 13, 2013 - Reader Rating: 5
Mellody Hobson Welcomes a Baby Jedi
Mellody Hobson and George Lucas announced they now have a baby girl named Everest. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
SPARK Asks the IRS For Guidance
In roughly 11 pages, SPARK tells the IRS what it needs clarified regarding 403(b)s. ..
401kWire.com - Tuesday, August 13, 2013 - Reader Rating: 4
Three Things to Know About ING U.S.
ING U.S. recently reported its second quarter earnings. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
Fidelity Advisor Funds Change Share Class Information While Others Experience PM Changes
a href="http://www.mfwire.com/fundprofile.asp?fund=22220&bhcp=1">Fidelity [profile] has amended the prospectuses of multiple funds. The Fidelity Advisor Convertible Securities Fund, Fidelity Advisor Dividend Growth Fund, Fidelity Advisor Equity Growth Fund, Fidelity Advisor Equity Income Fund, Fidelity Advisor Equity Value Fund, Fidelity Advisor Growth & Income Fund, Fidelity Advisor Growth Opportunities Fund, Fidelity Advisor Large Cap Fund, Fidelity Advisor Small Cap Fund, Fidelity Advisor Stock Selector Mid Cap Fund, Fidelity Advisor Strategic Growth Fund, Fidelity Advisor Value Strategies Fund, Fidelity Advisor Diversified International Fund, Fidelity Advisor Emerging Asia Fund, Fidelity Advisor Emerging Markets Fund, Fidelity Advisor Europe Capital Appreciation Fund, Fidelity Advisor Global Capital Appreciation Fund, Fidelity Advisor Global Equity Income Fund, Fidelity Advisor International Capital Appreciation Fund, Fidelity Advisor Overseas Fund, Fidelity Advisor Value Leaders Fund, Fidelity Advisor Mega Cap Stock Fund, Fidelity Advisor Stock Selector All Cap Fund, Fidelity Advisor Balanced Fund, Fidelity Advisor Capital Development Fund, Fidelity Advisor Diversified Stock Fund, Fidelity Advisor Emerging Markets Income Fund, Fidelity Advisor Mid Cap II Fund, Fidelity Advisor New Insights Fund, Fidelity Advisor Leveraged Company Stock Fund, Fidelity Advisor Canada Fund, Fidelity Advisor China Region Fund, Fidelity Advisor Emerging Europe, Middle East, Africa (EMEA) Fund, Fidelity Advisor Emerging Markets Discovery Fund, Fidelity Advisor International Discovery Fund, Fidelity Advisor International Growth Fund, Fidelity Advisor International Small Cap Fund, Fidelity Advisor International Small Cap Opportunities Fund, Fidelity Advisor International Value Fund, Fidelity Advisor Japan Fund, Fidelity Advisor Latin America Fund, Fidelity Advisor Total Emerging Markets Fund, Fidelity Advisor Total International Equity Fund, Fidelity Advisor Worldwide Fund all have had their "Buying, Selling, and Exchanging Information" sections changed, detailing what class share exchanges work. Also, Christopher Lee has replaced Benjamin Hesse as the co-manager of the Fidelity Advisor Stock Selector All Cap Fund. Brian Lempel has replaced Adam Hetnarski as co-manager of Fidelity Advisor Balanced Fund. Finally, Fidelity filed a change to the management fees of the Fidelity International Growth Fund and ?Fidelity Total International Equity Fund. [SEC Filing I]. [SEC Filing II]. [SEC Filing III]. [SEC Filing IV]. [SEC Filing V]. [SEC Filing VI].[SEC Filing VII]. [SEC Filing VIII]. [SEC Filing IX]. [SEC Filing X]. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
An FPA Fund Has a New PM
FPA Funds [profile]has reorganized the managing team of its FPA Perennial Fund. Effective August 5, 2013, Gregory A. Herr has been appointed vice president and PM of FPA Perennial Fund. [SEC Filing]. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
DMS Advisors Files for New Index Fund
DMS Advisors has filed for a new fund, called the DMS India Bank Index Fund. The fund will track the performance of a the CNX Bank Index, which measures the investment return of stocks issued by banking companies located in India. The fund will be advised by DMS Advisors and PMed by Peter R. Kohli. [SEC Filing]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Investment Managers Reorganizes a Fund
The Investment Managers Series Trust has approved, on August 6, 2013, of a reorganization of the SGA Global Growth Fund into the American Beacon SGA Global Growth Fund. American Beacon Advisors, Inc will manage the fund. Sustainable Growth Advisers, LP will serve as sub-adviser, and the PMs of the sub-adviser will remain the same. A shareholder meeting to consider and vote on the plan of reorganization will take place on September 27, 2013. [SEC Filing]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Goldman Sachs Fund Reorganizes a Fund's PM Team
Goldman Sachs Funds [profile] has reorganized the PM team for the Goldman Sachs International Equity Insights Fund and Goldman Sachs International Small Cap Insights Fund. Effective August 19, 2013, Nellie Bronner will no longer PM either fund. Also effective August 19, 2013, Osman Ali and Takashi Suwabe will serve as PMs for each eund. [SEC Filing]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
BlackRock Funds Amends the Prospectus of Two Funds
BlackRock Funds [profile] has revised the prospectus of their BlackRock U.S. Government Bond Portfolio. Three sections, “Fund Overview — Key Facts about BlackRock U.S. Government Bond Portfolio — Principal Investment Strategies of the Fund,” “Details About the Funds — How Each Fund Invests — Investment Process,” and “Details About the Funds — How Each Fund Invests — U.S. Government Bond Portfolio — Principal Investment Strategies,” as well as a chart in the section titled “I. Investment Objectives and Policies,” have been changed. In another filing, they have revised the prospectus of their BlackRock U.S. Government Bond V.I. Fund. The prospectus for this fund received changes in the "Fund Overview — Principal Investment Strategies of the Fund,” “Details about the Fund — How the Fund Invests — Investment Process,” and “Details about the Fund — How the Fund Invests — Principal Investment Strategies” sections. [SEC Filing I]. [SEC Filing II]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Franklin Fund Changes Expense Structure
Franklin Templeton [profile] has amended the prospectus of their Franklin Mutual Recovery Fund. Changes have been made to the "Expense Summary" section. [SEC Filing]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
ING Replaces Two Fund PMs
ING U.S. Investment Management [profile] has replaced two of ten PMs on the ING Fidelity VIP Contrafund Portfolio. John Avery and Nathan Strik were removed as PMs, and Monty Kori and Jonathan Kasen were added as PMs.[SEC Filing]...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Cohen Brings on an AllianceBernstein PM
Exec will lead firm's real assets strategies...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Three Things to Know About Manulife's Earnings
John Hancock's parent posted a profit of $623 million in the second quarter. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
These Five Factors Drive 401k Wins For Advisors
A financial services giant's DC I-O arm releases a new tool kit to support retirement plan advisors...
401kWire.com - Tuesday, August 13, 2013 - Reader Rating: 2.5
Edward Jones Prefers This Asset Manager
Fund firm had significantly increased coverage of the broker dealer...
MutualFundWire.com - Tuesday, August 13, 2013 Views
SunTrust Defeats a Zombie 401k Lawsuit
A federal district judge dismisses the case against the bank and small market retirement plan provider...
401kWire.com - Tuesday, August 13, 2013
AUM Pops at Invesco
Asset giant had a jumping July...
MutualFundWire.com - Tuesday, August 13, 2013 Views
Settlement Reached in 8-Year-Old Smith Barney Fund Kickback Case
A settlement was eventually reached for mutual fund investors who consider themselves wronged by a Smith Barney exec's alleged wrongdoing. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
Fido Will Offer BlackStone's Mutual Fund
Bloomberg Businessweek reports that Fidelity will offer the new Blackstone mutual fund investing in hedge funds. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
Neuberger Lures a J.P. Morgan Exec
The head of JP Morgan global aggegrate strategies is leaving to work for Neuberger Berman...
MutualFundWire.com - Tuesday, August 13, 2013 Views
ETF Roundup: Jaffe Calls Schwab ETFs "Mousetraps"
MarketWatch's Chuck Jaffe talked about the potential benefits or non-benefits of choosing fundamental indexing over traditional indexing. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
M* : Pimco Fund Volatile But Forward-Thinking
Morningstar mutual fund analyst Karin Anderson writes about a Pimco global fund. ..
MutualFundWire.com - Tuesday, August 13, 2013 Views
Vanguard Loses the Top Spot on a Fund-Flows List
Today Morningstar released its report on mutual fund flows for July, and Vanguard is no longer king of the hill. ..
MutualFundWire.com - Monday, August 13, 2012 Views
Don't Sweat Fund Performance
A new paper from Putnam lays out a hierarchy of priorities for plan advisors and sponsors, placing fund performance at the bottom of the list. ..
401kWire.com - Monday, August 13, 2012 - Reader Rating: 5
Stork and Reaper for August 13, 2012
The MFWire's daily report on mutual fund births, deaths, and changes. ..
MutualFundWire.com - Monday, August 13, 2012 Views
401(k) Advisors Welcomes a Midwestern Consultant
Della Vedova and Giovinazzo add another top retirement plan specialist to their national team...
401kWire.com - Monday, August 13, 2012
Schwab Adds to Its List of Top Fund Picks
Value Line's Asset Allocation Fund joins Schwab's OneSource Select lineup...
MutualFundWire.com - Monday, August 13, 2012 Views
Execs See Zero-Revenue-Share Moving Downmarket
More small and mid-size plans are interested in zero-revenue-share, executives report...
401kWire.com - Monday, August 13, 2012 - Reader Rating: 5
The LA Times Supports Schapiro's Money-Market Reforms
Also note the reference to the Reserve Primary Fund's federal fraud trial...
MutualFundWire.com - Monday, August 13, 2012 Views
More Active ETFs Draw Attention
The release of many new active ETFs has been bringing attention to active management...
MutualFundWire.com - Monday, August 13, 2012 Views
Gross vs. Grantham on Stocks
Money managers fire back after Bill Gross said that equities are dead...
MutualFundWire.com - Monday, August 13, 2012 Views
Bogle Just Keeps Going
Jack Bogle is still chugging along...
MutualFundWire.com - Monday, August 13, 2012 Views
Barron's Weighs In on the ETF War
What do the recent ETF shutdowns say about the future of the funds?..
MutualFundWire.com - Monday, August 13, 2012 Views
Key Players React to Paying ETF LMMs
Exchanges propose allowing ETF shops to pay LMMs...
MutualFundWire.com - Monday, August 13, 2012 Views
O'Shaughnessy Hangs Out his Own Shingle
The investment advisor is leaving Van Kampen behind and launching his own branded family of five mutual funds on Monday...
MutualFundWire.com - Friday, August 13, 2010 Views
Turner Hunts for Wholesalers
The Berwyn, Pennsylavania-based firm has two openings on its external sales team...
MutualFundWire.com - Friday, August 13, 2010 Views
Golub Lands a Pair of Distribution Deals
The San Mateo, California-based firm inks deals with two more supermarkets and is thinking of hiring a wholesaler next year. ..
MutualFundWire.com - Friday, August 13, 2010 Views
Tell Us Who the Key Retirement Advisors Are
The 401kWire.com is starting the process of finding this year's 300 Most Influential Advisors. Please help us out at Nominate.401kWire.com...
401kWire.com - Friday, August 13, 2010
The Online 401k Expands
The California-based micro-market provider opens a new sales office and adds four new sales people...
401kWire.com - Friday, August 13, 2010 - Reader Rating: 1
A Law Firm Fires Up an Investigation into GlaxoSmithKline's 401k Plan
The pharma giant is in the cross-hairs of a class action specialist...
401kWire.com - Friday, August 13, 2010
Hancock Gets 'Hard Wired'
John Hancock is helping its advisors better understand their clients' behaviors ..
MutualFundWire.com - Friday, August 13, 2010 Views
MHK Brings on Board a Principal Alum
The NRP member firm taps a senior consultant...
401kWire.com - Friday, August 13, 2010
Russell Gears Up for its Move
Russell Investments is on the verge of calling Seattle home...
MutualFundWire.com - Friday, August 13, 2010 Views
Transamerica Officially Ushers in a B-D Relations Pro
An M&I vet takes on the role of vice president of business development...
401kWire.com - Friday, August 13, 2010
Judge Junks a Class-Action Bid Against Janus
A Madison County judge reportedly ruled that Robert Potter could pursue an individual claim...
MutualFundWire.com - Friday, August 13, 2010 Views
Vanguard's Decision Attracts Media Attention
Several media outlets, including the Wall Street Journal, picked up on Vanguard's decision regarding Axa Rosenberg...
MutualFundWire.com - Friday, August 13, 2010 Views
Pimco is Popular
Bill Gross has a trillion reasons to smile as investors continue their exodus from the volatile stock market. ..
MutualFundWire.com - Friday, August 13, 2010 Views
South Korean Giant Preps its Entry into the U.S. Mutual Fund Market
The Wall Street Journal spotlights Asian fund companies that are making a push into overseas markets...
MutualFundWire.com - Friday, August 13, 2010 Views
Minus a Recordkeeping Sister, a Fund Firm Moves to Build its DC I-O Team
A California fund firm recently brought on board a national director of retirement sales, and the firm is looking to fill an institutional sales post...
401kWire.com - Thursday, August 13, 2009
Growth Returns Four RKers and NRP to a Media Spotlight
The retirement-focused advisory network nearly tops the latest list from an entrepreneur-focused magazine...
401kWire.com - Thursday, August 13, 2009 - Reader Rating: 1
Beyond California Dreamin': A Mutual Fund Newbie Eyes Broader Distribution
The RIA, which ventured into the mutual fund space this spring, sets its sights beyond the Golden State...
MutualFundWire.com - Thursday, August 13, 2009 Views - Reader Rating: 4
Two Industry Players Make a 'Fastest Growing' List
An entrepreneur-focused publication recognizes two private companies in the mutual fund industry for their revenue growth...
MutualFundWire.com - Thursday, August 13, 2009 Views
Fido Raises its Profile in Boston Classrooms
Fidelity backs an educational initiative in Boston...
MutualFundWire.com - Thursday, August 13, 2009 Views - Reader Rating: 5
Congress Says 'Save for Retirement' in October
Congress designates 'Save for Retirement' week...
401kWire.com - Thursday, August 13, 2009 - Reader Rating: 4.5
SEC Nod Isn't Enough To Relight the Natural Gas Fund
US Commodity Funds will continue to sit out on new creations in the face of anticipated CFTC restrictions...
MutualFundWire.com - Thursday, August 13, 2009 Views
Bramlett Hires a 401k Company Vet to Streamline Ops
An executive joins and two others see a change in their roles at the California recordkeeper...
401kWire.com - Thursday, August 13, 2009 - Reader Rating: 4
WSJ Looks at How Three Funds Escaped Catastrophe
Sam Mamudi examines what some mutual fund firms are doing right in a struggling sector...
MutualFundWire.com - Thursday, August 13, 2009 Views
Smead Plans an Advisor Share Class for its Value Fund
The Seattle-based firm reaches out to commission-based advisors...
MutualFundWire.com - Thursday, August 13, 2009 Views - Reader Rating: 5
Assets Rise at ING Retirement as Expenses Keep Steady
The provider now boasts more than $264 billion in US retirement assets...
401kWire.com - Thursday, August 13, 2009 - Reader Rating: 2.4
Wachovia Submerges its Emerging Markets Group
The bank-owned bundled plan provider is consolidating two sales groups in a move that it claims will boost its sales. ..
401kWire.com - Wednesday, August 13, 2008 - Reader Rating: 4
New ETF Website Gives Investors Fast Facts
A new website aims to make ETFs more accessible to the layman...
MutualFundWire.com - Wednesday, August 13, 2008 Views - Reader Rating: 5
Advisor and Provider Vets Join Otto's New Team
Familiar faces mix with the new at the firm just launched by the White Horse veteran...
401kWire.com - Wednesday, August 13, 2008
A New Player Jumps into the Active ETF Pool
The RIA has tapped Ibbotson to develop active ETF model portfolios...
MutualFundWire.com - Wednesday, August 13, 2008 Views - Reader Rating: 5
ING Advisors Network Promotes Four Execs
Four executives have moved up at ING Advisors Network...
MutualFundWire.com - Wednesday, August 13, 2008
Wachovia Plans Additional Layoffs
Brokerage employees are not expected to be affected. ..
MutualFundWire.com - Wednesday, August 13, 2008
H&R Block Sells its Brokerage Unit for $315 Million
The tax services provider has inked a deal to sell its brokerage arm, which has 376,000 client accounts and $30 billion of assets under management...
MutualFundWire.com - Wednesday, August 13, 2008
Fidelity Sees Contributions Rise, Balances Fall
UPDATED | The Boston Behemoth offers a glimpse at one opportunity while revealing how its DC participants are reacting to the recent market turmoil...
401kWire.com - Wednesday, August 13, 2008 - Reader Rating: 2
Barron's Drops its Annual Top Fund Manager List
Who made the Top 100 this year?..
MutualFundWire.com - Wednesday, August 13, 2008 Views - Reader Rating: 5
Morningstar Managed Account Assets Break the $14 Billion Mark
At the end of June, assets in Morningstar's managed retirement accounts are up 25.9 percent from last year...
401kWire.com - Wednesday, August 13, 2008
Putnam Wins A $12-Million Mandate
The Boston asset manager will manage $12 million in a small-cap growth mandate...
MutualFundWire.com - Wednesday, August 13, 2008 Views
El-Erian Sees More Banks Going the Way of Merrill
Pimco's co-chief executive and co-chief investment officer sees more bank sales of non-core businesses ahead...
MutualFundWire.com - Wednesday, August 13, 2008 Views
Calamos Taps A Familiar Face as CFO
Calamos Asset Management has picked a permanent chief financial officer...
MutualFundWire.com - Wednesday, August 13, 2008 Views
Legendary Value Investor Inspires Three New Products
Three new ETNS bear the name of Benjamin Graham...
MutualFundWire.com - Wednesday, August 13, 2008 Views
S&P Adds to Global Thematic Indices
Standard & Poor's has unveiled three indices...
MutualFundWire.com - Monday, August 13, 2007 - Reader Rating: 3.29
Blue Vase Financial Network Changes Its Name
The Pittsburgh-based broker-dealer has rechristened itself...
MutualFundWire.com - Monday, August 13, 2007
Media Watch: The Family Wealth Report Gets New Publisher
What are your favorite media people up to this week?..
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 3
Prairie State TPA Finds Payroll Partner Down South
A full service DB and DC recordkeeping and administration firm looks to acquire after inking a distribution deal with a Peach State payroll provider. ..
401kWire.com - Monday, August 13, 2007
Putnam Names Global Distribution Head
The Boston asset manager, now part of Great-West Lifeco, has tapped one of its own for the post...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 2.75
Principal Names New VP of Consultant Relations for the East
The Des Moines, Iowa-based provider has tapped a Northern Trust alum for the post...
401kWire.com - Monday, August 13, 2007
New Pershing Program to Aid B-Ds in the Recruiting Wars
Pershing's new program, Talent Connect, promises to offer broker-dealer customers and their investment professionals solutions and best practices for attracting and retaining top talent...
MutualFundWire.com - Monday, August 13, 2007 - Reader Rating: 3.12
Federal Judge: Let the Fee Case Roll
Another 'excessive fee' lawsuit jumps the hurdle of outright dismissal and survives mostly intact. ..
401kWire.com - Monday, August 13, 2007 - Reader Rating: 5
The Boston Company's Sheppard Lands New Gig
Patrick Sheppard, COO of The Boston Company, has another job already lined up after his departure from The Boston Company later this month...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 2.33
SEC Unveils Fair Fund Plan For One Group Funds
The SEC has announced a distribution plan for $55.6 million in Fair Funds to 200,000 investors hit by market timing within certain One Group Funds...
MutualFundWire.com - Monday, August 13, 2007 Views
optionsXpress Names Chief Marketing Officer
The Chicago-based firm has appointed its first chief marketing officer...
MutualFundWire.com - Monday, August 13, 2007
Fidelity Is Losing Another Longtimer
The executive exodus at Fidelity continues with a one-time leader of the company's 401(k) business joining the list of execs heading out Fido's door. ..
401kWire.com - Monday, August 13, 2007 - Reader Rating: 4
Researchers: 2040 Will See Higher 401k Account Balances, Blue Skies
Professors at three Ivy League universities predict that workers' retirement nest eggs will be larger in coming decades, but they still have worries...
401kWire.com - Monday, August 13, 2007
BGI REIT Hit by Market Woes
At least one ETF is feeling the pinch from the recent credit crunch...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 3.14
Old Putnam HQ Commands Top Dollar
Putnam's old headquarters at Two Liberty Square have been sold for a whopping $350 per square foot...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 3
WaPo: Calvert Wins Plaudits from Hometown Paper
Calvert CEO Barbara Krumsiek is getting results -- and a glowing profile in the Washington Post...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 5
WSJ: Buy Fund Stocks
Are mutual fund stocks a safe harbor where investors can ride out the subprime storm? Strong cash flow, high margins and a dash of merger activity suggest that they may just be...
MutualFundWire.com - Monday, August 13, 2007 Views - Reader Rating: 3
Indy Research Group Makes Case for Soft Dollars
A trade groups takes issue with the Mutual Fund Directors Forum...
MutualFundWire.com - Friday, August 13, 2004 Views
BISYS Execs Say Delaware Biz Will Boost Bottom Line
Executives in the Retirement Services Group say they are on track for a conversion at the end of August...
401kWire.com - Friday, August 13, 2004
Newkirk Offers New Estimators
Two new tools give participants an easy way to assess their savings needs...
401kWire.com - Friday, August 13, 2004 - Reader Rating: 5
Searches Reported This Week
Decisions pending on recordkeeping and bundled services contracts; open search for education provider; lineup switch-ups...
401kWire.com - Friday, August 13, 2004
Evergreen Comes Clean
The fund company discloses the names of the funds involved in an SEC investigation, but remains quiet on the names of the related people...
MutualFundWire.com - Friday, August 13, 2004
Safeco Maps Out Pioneer Transition
The assets of 15 funds formerly managed by Safeco will go to 13 Pioneer funds...
MutualFundWire.com - Friday, August 13, 2004 Views - Reader Rating: 4
SEC Will Consider Directed Brokerage, Manager Disclosure Next Week
The commmissioners are scheduled to meet next Wednesday at 10am EST...
MutualFundWire.com - Friday, August 13, 2004 - Reader Rating: 4
Two Month-Old Wasatch Fund Balloons to $93 mm
The small cap fund house diversifies its offerings...
MutualFundWire.com - Friday, August 13, 2004 Views
Van Eck, Execs May Face Action
The fund company disclosed on Thursday that it received a Wells notice from the SEC...
MutualFundWire.com - Friday, August 13, 2004
Schwab Shuffles Top Execs
Moves expand the duties of the new president of Corporate Services...
401kWire.com - Friday, August 13, 2004
What is Your Market Share?
Is your firm winning its share of new business? Better yet, just what should that share be?..
401kWire.com - Wednesday, August 13, 2003 - Reader Rating: 3
Stable Value Manager Moves Past 401k
529 plans are similar enough to 401ks for program sponsors to seek out stable value managers...
401kWire.com - Wednesday, August 13, 2003 - Reader Rating: 3.67
Non-Qual Platform Adds Customization
TPAs and sponsors will be able to better brand their non-qualified plan Web site for participants...
401kWire.com - Wednesday, August 13, 2003 - Reader Rating: 3
SEI to Boost Infrastructure Spending
Al West is making bid to keep the firm a step ahead of its rivals...
MutualFundWire.com - Wednesday, August 13, 2003 Views - Reader Rating: 5
Fido Gives Danoff New Fund
The Boston Behemoth is seeking to cash in on his reputation with advisors...
MutualFundWire.com - Wednesday, August 13, 2003 Views
AXA in a Buying Mood
The French insurance giant is ready to open its safe...
MutualFundWire.com - Wednesday, August 13, 2003 Views - Reader Rating: 5
Schwab to Shutter a Score of Branches
The San Francisco-based broker continues to rein in costs...
MutualFundWire.com - Wednesday, August 13, 2003 Views
Rowing to More Software
A firm is beefing up its tech to help advisors and their clients...
MutualFundWire.com - Tuesday, August 13, 2002 Views
Lincoln Bidding
The firm purchases a recordkeeper...
401kWire.com - Tuesday, August 13, 2002
Thinking Fixed Income
A Rust Belt plan is seeking a new investment option for its participants...
401kWire.com - Tuesday, August 13, 2002
Investigating the Plan
There is a new tool designed to analyze investment information at the plan level...
401kWire.com - Tuesday, August 13, 2002
Sharpe Holds Forth
The FE founder has some thoughts for the American people...
401kWire.com - Tuesday, August 13, 2002
AERS Joins In
The firm will join in for 401k Day...
401kWire.com - Tuesday, August 13, 2002
Schwab Cuts to the Bone
It is a dark day for some Schwabbies as the California Colossus makes budget cuts...
MutualFundWire.com - Tuesday, August 13, 2002 Views
AMEX Expands Beantown Presence
The Minneapolis company has made a purchase...
MutualFundWire.com - Tuesday, August 13, 2002 Views
Rydex Wins Mandate
The sector specialist has brought home a nearly $75 million mandate to run assets against a REIT index. ..
MutualFundWire.com - Monday, August 13, 2001 - Reader Rating: 3
GE Ends No-Load Sales
GE Funds End No-Load Era ... Davis Tapped for Ballet Board...
MutualFundWire.com - Monday, August 13, 2001 - Reader Rating: 3
OppFunds Selects DST Vision
The fund firm becomes the 150th client for DST and its Vision product. ..
MutualFundWire.com - Monday, August 13, 2001 - Reader Rating: 3
GE Ends No-Load Sales
GE Funds End No-Load Era ... Davis Tapped for Ballet Board...
401kWire.com - Monday, August 13, 2001 - Reader Rating: 3
Daily Valuation for TPAs
Trustlynx intros a new service to help win more clients in the small plan market...
401kWire.com - Monday, August 13, 2001 - Reader Rating: 3
Gabelli and Gates Shake Hands
Microsoft billionaire Bill Gates is backing the Gabelli European expansion to the tune of $100 million. ..
MutualFundWire.com - Monday, August 13, 2001 Views - Reader Rating: 3
Account Balances Plateau
Preliminary findings from EBRI and ICI that 401k accounts changed little from 1999 to 2000...
401kWire.com - Monday, August 13, 2001 - Reader Rating: 3
Heartland Tires of Timers
Heartland just says no to market timers -- they'll have to pay if they want to play fund hop-scotch...
MutualFundWire.com - Friday, August 13, 1999 - Reader Rating: 3
Portfolio Manager Changes This Week
Funds are shuffling management again this week with new managers at Norwich Union and Badgley, Phelps and Bell; a new team at OppenheimerFunds and a defection at Van Kampen...
MutualFundWire.com - Friday, August 13, 1999 Views - Reader Rating: 3
American Century Adds Large Cap Value Fund
American Century Investments is adding to its value fund lineup by launching American Century Large Cap Value Fund. The moderate-risk fund became available on July 30. The fund is co-managed by Mark Mallion and Chuck Ritter...
401kWire.com - Friday, August 13, 1999 - Reader Rating: 3
NYLBSI Introduces Personal Rate of Return
New York Life Benefit Services, Inc. (NYLBSI) has announced the creation of its Personal Rate of Return. This service is an online program that allows participants, according to the company, to "see precisely how their retirement accounts have performed." The vendor's intent is that plan participants will no longer have to "guesstimate" their performance based upon the published rate of return of the investment options which make up their retirement account...
401kWire.com - Friday, August 13, 1999 - Reader Rating: 3
Odd Lots August 13, 1999
Cross breeding hedge funds and mutual funds ... Casting Bogle out ... Fund manager says almost entire sector is overvalued ... RhumbLine investment chief settles SEC allegations...
MutualFundWire.com - Friday, August 13, 1999 - Reader Rating: 3
Stable Value Alert: Participants Aren't Rushing to GICs ... Yet
As the stock market makes front page headlines some stable value managers are hoping to make lemonade from the market's lemons. ..
401kWire.com - Thursday, August 13, 1998 - Reader Rating: 3
State Government is Investigating Options
The Public Employees' Retirement Association (PERA) of Colorado is currently trying to determine whether or not to add more options to its 401(k) plan, Daryl Roberts, director of investment operations, told the 401kWire. The plan's membership is between 17,000 and 20,000 and has approximately $260 million in assets...
401kWire.com - Thursday, August 13, 1998 - Reader Rating: 3
401k Forum Available through Individual Investor Online
Individual Investors Online, an Internet publication of New York, NY-located Individual Investor Group (Nasdaq: INDI), in cooperation with San Francisco, CA-based 401k Forum will be offering advice to individuals regarding 401(k) plans. ..
401kWire.com - Thursday, August 13, 1998 - Reader Rating: 3
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