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News Stories Archives - Since 1998
A Marketing EVP Exits In Gotham
He spent more than six years at the firm before moving on at the end of last month...
MutualFundWire.com - Monday, July 06, 2020
After Four Years, a Bundled Provider's DC I-O Chief Exits
The RKer's new CEO hired a new chief revenue and sales officer this spring...
401kWire.com - Monday, July 06, 2020 - Reader Rating: 2.5
Most Pre-Retiree Participants Want Experiences, Not Products
New research offers possible insights to providers looking to up their retirement income game...
401kWire.com - Monday, July 06, 2020 - Reader Rating: 5
How Are Plan Sponsors Using the CARES Act?
New research digs into how clients are handling the ongoing coronavirus pandemic and some special retirement plan features allowed by the government during the crisis...
401kWire.com - Monday, July 06, 2020
Hall Benefits Finds a Lead ERISA Attorney
An experienced employee benefits attorney lands at a southern boutique firm...
401kWire.com - Monday, July 06, 2020
Week In Preview, July 6 - July 12
This week, the team at That401kSite.com is hosting an online event...
401kWire.com - Monday, July 06, 2020
Week In Preview, July 6 - July 12
This week the teams at FSI, MFDF, and MMI are all hosting online events...
MutualFundWire.com - Monday, July 06, 2020
Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com - Friday, July 06, 2018 Views
A Florida KPA Shop Has New Digs Online
The KPA unveiled their new, more user-friendly website last week. ..
401kWire.com - Friday, July 06, 2018
Bryant Hires a 30-Year Vet in Nashville
This vet previously worked for Fiduciary Analytics, LLC...
401kWire.com - Friday, July 06, 2018
T. Rowe Research Says 3 Percent Is Out
Out with the old in with the new, the magic 3 percent deferral rate is no longer the most popular default. ..
401kWire.com - Friday, July 06, 2018 - Reader Rating: 5
Allianz Expects Less From Asset Management This Year
Another $175.25 billion in inflows probably isn't in the cards...
MutualFundWire.com - Friday, July 06, 2018 Views
EBSA to Host Retirement Webcast
The DoL wants to help Americans learn how to plan for retirement. ..
401kWire.com - Thursday, July 06, 2017
Tips For Participants' Financial Independence
401(k) plan advisors (KPAs), you matter more than you think. Help your plan sponsors be up to par when it comes to managing their employees retirement...
401kWire.com - Thursday, July 06, 2017
One of Schwab's Head Honchos Retires
This exec served many roles in the retirement savings industry. ..
401kWire.com - Thursday, July 06, 2017
AmCentury Shortens an Alt Fund's Subadvisor Lineup
Four companies now subadvise the fund which has $55.6M in AUM...
MutualFundWire.com - Thursday, July 06, 2017 Views
Russell's DC Team is Shrinking
Russell Investments has terminated some key members of its DC team, along with some changes happening with its TDF suite.....
401kWire.com - Thursday, July 06, 2017 - Reader Rating: 1
Ivy, Oakmark, and First Trust Had a Big May
Here's a look at May 2017 fund flows for firms with between $10B and $100B in mutual fund AUM...
MutualFundWire.com - Thursday, July 06, 2017 Views
Voice Your Fidu Opinion Today!
You have 15 days! ..
401kWire.com - Thursday, July 06, 2017
Voya's Head of Investor Channel Departs
A seasoned DC vet departs Voya...
401kWire.com - Thursday, July 06, 2017
New Fund Fuss - July 6, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, July 06, 2017 Views
Hut Hut Hike!.. Into Financial Security
This Northwestern Mutual advisor joins his brother to help pro football legends manage their finances.....
401kWire.com - Thursday, July 06, 2017
Are Index Funds Uncaring? McNabb Fires Back
The Vanguard chief takes to the pages of the WSJ to defend passive investing's honor against academic accusations of bad corporate governance...
MutualFundWire.com - Thursday, July 06, 2017 Views
These Wirehouse Advisors Do a Complete 180
Former wirehouse executives come together to create an RIA.....
401kWire.com - Thursday, July 06, 2017
Benjamin Wonzer, 401kWire Reporter, Dies at 32
Neil Anderson will be covering the KPA beat while 401kWire seeks a full-time replacement. ..
401kWire.com - Wednesday, July 06, 2016 - Reader Rating: 5
Bob Turner Unveils Merger of Equals
Turner Investments is merging with Veracen, LP. An expansion regionally and of talent will follow. ..
MutualFundWire.com - Wednesday, July 06, 2016 Views - Reader Rating: 3
SPARK's New Data Security Oversight Board Wants a Standard
Twenty firms lay the groundwork for the Board's future. ..
401kWire.com - Wednesday, July 06, 2016
An SVP Exits Voya's Corporate Markets Unit
Charlie Nelson's retirement division sees another SVP leave the company...
401kWire.com - Wednesday, July 06, 2016 - Reader Rating: 4.33
American Century to Fight Fee-Related Suit
Former employees accuse their ex-employer of not wearing its"fiduciary hat." ..
401kWire.com - Wednesday, July 06, 2016 - Reader Rating: 5
Participant Savings & Deferral Rates See an Uptick
Vanguard has released its latest study surveying the plan design and participant trends of small business 401(k) plans...
401kWire.com - Wednesday, July 06, 2016 - Reader Rating: 3
An ETF Entrepreneur in the Midwest Plans a Distro Buildout
Watch for this ETF industry veteran to add marketing, national accounts, and wholesaling staff over the next 12 to 24 months...
MutualFundWire.com - Wednesday, July 06, 2016 Views
A $68 Billion AUM Fund Shop is Recruiting a DC I-O Head
A 45-year-old mutual fund shop wants to get in on the retirement plan action...
401kWire.com - Monday, July 06, 2015
Five B-Ds Dodge Fines, But Not Restitution, Over Un-Waived Loads
The B-Ds in question have been ordered to pay more than $30 million in combined restitution. All five B-Ds reported the potential oversights to Finra after the SRO fined Merrill Lynch a year ago over similar issues...
MutualFundWire.com - Monday, July 06, 2015 Views
You've Just Sold Your 401k Recordkeeping Biz. What Are You Going to Do Next?
A $250B asset manager is still open to acquisitions, but expect organic growth to be the focus for now...
MutualFundWire.com - Monday, July 06, 2015 Views
Gannon Relaxes; C&S is Mum
The REIT specialist is down one DC I-O chief. ..
401kWire.com - Monday, July 06, 2015 - Reader Rating: 5
Personal Savings Beats Out 401(k)s In Millennials' Minds
New research suggests that millennials are looking for alternatives in their retirement strategies. ..
401kWire.com - Monday, July 06, 2015 - Reader Rating: 1
A Win-Loss Researcher Expands His Team
This consulting firm specializes in helping 401k providers understand why they win and lose RFPs...
401kWire.com - Monday, July 06, 2015
Bogle Is Helping Obama With the Fiduciary Reg
That's one tidbit revealed in Forbes' interactive tour of the Vanguard founder's office...
MutualFundWire.com - Monday, July 06, 2015 Views - Reader Rating: 3
Natixis Taps an Affiliate for a Value Fund
Guinta says that the fund will round out Natixis' offerings for investors...
MutualFundWire.com - Friday, July 06, 2012 Views
A 401(k) Co Vet Comes Back
A Charles Schwab and 401(k) Company veteran has signed on with a DC I-O player...
401kWire.com - Friday, July 06, 2012 - Reader Rating: 3
The Real Thing. Mercer Is It!
The new $3.5 billion consolidated plan uses Mercer as trustee and vendor..
401kWire.com - Friday, July 06, 2012 - Reader Rating: 3
Shop Focused on the Business Cycle Preps Its First Fund
It will be an ETF based on the index firm founder Martin Pring developed with Dow Jones..
MutualFundWire.com - Friday, July 06, 2012 Views - Reader Rating: 5
Two UBS Funds Join the Nationwide Family
The funds, with combined AUM of $169M, will be renamed under a subadvisory contract effective today ..
MutualFundWire.com - Friday, July 06, 2012 Views
Is SocGen Down to One for TCW?
The auction is getting to its final stages and will likely be done soon if a deal is done at all...
MutualFundWire.com - Friday, July 06, 2012 Views
There's Better Than a One-in-Three Chance That WisdomTree Sells
So think analysts on the street who see the wave of ETF-focused deals continuing. ..
MutualFundWire.com - Friday, July 06, 2012 Views
Four Legg Mason Funds To Take Western Brand
The marketing and product folks at Legg Mason have put four fund mergers into motion...
MutualFundWire.com - Friday, July 06, 2012 Views - Reader Rating: 5
Calamos Celebrates American Independence with Three Hires
A trio of stock pickers are packing up this Independence Day week and joining Calamos...
MutualFundWire.com - Friday, July 06, 2012 Views
Virtus ETF Wins Ink as Top Performer
It must be the Friday after a July Fourth to make the following the primary question in one of the few mutual fund related articles published .....
MutualFundWire.com - Friday, July 06, 2012 Views
DOL Slaps a $5.2 Billion Plan, Mandates an Independent Fiduciary
A trade association was fined more than $27M for overcharging participants for administrative services...
401kWire.com - Friday, July 06, 2012 - Reader Rating: 5
Pru Hunts for a New Head of Service and Tech
The plan provider is looking for a replacement for Patrice Ellis, who is retiring from the firm later this year...
401kWire.com - Wednesday, July 06, 2011 - Reader Rating: 3.67
Which Asset Managers are Innovative in the Eyes of Advisors?
Poll results show which firms advisors think are innovative...
MutualFundWire.com - Wednesday, July 06, 2011 Views - Reader Rating: 5
The TCW-DoubleLine Case is Still Going to Trial
A California judge issues two more rulings as the trial date approaches in the dispute between Jeff Gundlach and his former employers...
MutualFundWire.com - Wednesday, July 06, 2011 Views
The Sale of M&I Investment Management's Parent is Complete
The deal closed yesterday...
MutualFundWire.com - Wednesday, July 06, 2011 Views
Protective Life Taps a Former DoL Chief for its Board
The Alabama-based GIC provider reveals its new board member...
401kWire.com - Wednesday, July 06, 2011
MassMutual Beefs Up its Service Team
A trio of new hires join MassMutual's relationship managerial team..
401kWire.com - Wednesday, July 06, 2011 - Reader Rating: 3
BMO Wraps Up its M&I Acquisition
The deal closed yesterday...
401kWire.com - Wednesday, July 06, 2011
A Mutual Fund Star is Said to Be the Buyer of Jennifer Aniston's House
A real estate blog reports on who bought Jennifer Aniston's Beverly Hills home...
MutualFundWire.com - Wednesday, July 06, 2011 Views
Pimco Boosts its Muni-Bond Team
The bond behemoth nabs a pair of Western Asset PMs to spearhead its bond team...
MutualFundWire.com - Wednesday, July 06, 2011 Views
An Ex-PM Accuses Alger of Front-Running Her Fund
A departed mutual fund fund sues, claiming protection under the whistleblower protections in the financial reform bill of last year...
MutualFundWire.com - Wednesday, July 06, 2011 Views - Reader Rating: 5
A Florida TPA Taps McKendry
The Jacksonville, Florida-based firm names its new director of retirement plan services...
401kWire.com - Tuesday, July 06, 2010
Invesco Hires an RIA Wholesaler
Andrew Scherer brings in a DWS alum...
MutualFundWire.com - Tuesday, July 06, 2010 Views - Reader Rating: 2
Franklin is Tops in Ad Spending
The San Mateo, California-based firm outspent other mutual fund firms in the first three months of 2010...
MutualFundWire.com - Tuesday, July 06, 2010 Views
Allianz Scoops Up a DC Sales Chief
Allianz Global Investors taps a Van Kampen alum for the post...
401kWire.com - Tuesday, July 06, 2010
First Merc Helps Advisors Become Rainmakers
The MassMutual subsidiary is hosting workshops aimed at advisors this month...
401kWire.com - Tuesday, July 06, 2010
QinetiQ Energizes its DC Plan with its New RKer
The McLean, Virginia-based plan sponsor awards a recordkeeping mandate...
401kWire.com - Tuesday, July 06, 2010 - Reader Rating: 5
Orange County Taps a DC Plan Provider
The Orange County Retirement System picks a sole provider for the DC portion of its new hybrid plan...
401kWire.com - Tuesday, July 06, 2010 - Reader Rating: 5
Post-Deal, BNY Mellon Reveals Roles for Wynne, Wolcott
BNY Mellon Asset Servicing, which last week finished its purchase of PNC Global Investment Servicing, has created a new group...
MutualFundWire.com - Tuesday, July 06, 2010 Views
Sentinel Hires an International Equity PM
The new hire creates a reunion of sorts for the Vermont-based firm's International Equity Fund...
MutualFundWire.com - Tuesday, July 06, 2010 Views - Reader Rating: 5
WSJ Takes a Closer Look at 12b-1 Fees
The Wall Street paper of record provides a brief primer on 12b-1 fees and why they are a hot button issue for those criticizing fund fees. ..
MutualFundWire.com - Tuesday, July 06, 2010 Views
Shareholders Seek Action over Pimco-Held Auction Rates
The fallout from the liquidity crisis is still making troubles Allianz and its subsidiaries' closed end funds...
MutualFundWire.com - Tuesday, July 06, 2010 Views
Barron's Checks in on Vulcan's Fitzpatrick
The portfolio manager of Vulcan Value Partners Small Cap sounds happy in his post-Longleaf efforts...
MutualFundWire.com - Tuesday, July 06, 2010 Views
FPA's Romick Likes Farms, Oil Stocks
The AP tells its readers how two portfolio managers are getting creative in a market devoid of interesting stock opportunities...
MutualFundWire.com - Tuesday, July 06, 2010 Views
Fiduciary Benchmarks Touts Advisor Signups
The benchmark specialists have also unveiled a new initiative geared toward large plans and filed for a provisional patent...
401kWire.com - Monday, July 06, 2009
Fund Firms Put Their Faith In Religious-Based ETF Strategies
New ETFs will offer Islamic and Christian securities screens...
MutualFundWire.com - Monday, July 06, 2009 Views
An Open Architecture Provider Trims its Ranks
A DC and non-qual recordkeeper cuts a few positions in the wake of the market turmoil of 2008...
401kWire.com - Monday, July 06, 2009 - Reader Rating: 3
BusinessWeek Praises a Fido and Financial Engines Client
The magazine singles out a giant DC plan as the leader of the pack...
401kWire.com - Monday, July 06, 2009 - Reader Rating: 5
Morningstar Responds To Commodities ETF Growth With a New Subclass
The Chicago-based firm makes changes to its lineup of fund classifications...
MutualFundWire.com - Monday, July 06, 2009 Views
Rydex/SGI Intros its Newest Alternative Strategy
A new fund will offer long/short commodity exposure...
MutualFundWire.com - Monday, July 06, 2009 Views
Great-West Knights its 42nd Regional Sales Chief
Updated | The DC recordkeeper is about to name a 43rd...
401kWire.com - Monday, July 06, 2009 - Reader Rating: 3
Why Did DWS LifeCompass Income Lose Its Way?
WSJ writer Tom Lauricella looks at the ups and downs of some new target date funds...
MutualFundWire.com - Monday, July 06, 2009 Views
Don't Let Target Date Funds Off the Hook, Writes the WSJ
Journal writer Andrea Coombes expresses some skepticism over the long-term returns that fund managers are claiming...
MutualFundWire.com - Monday, July 06, 2009 Views - Reader Rating: 5
Are Risky Funds Too Popular Now?
The WSJ takes on riskier fund classes and leveraged ETFs...
MutualFundWire.com - Monday, July 06, 2009 Views
Which Funds Benefited Most From the Q2 Rebound?
The WSJ highlights rebounding funds...
MutualFundWire.com - Monday, July 06, 2009 Views
Grail Lines Up Five More Active ETFs
In a monthly report, the WSJ examines actively-managed ETFs...
MutualFundWire.com - Monday, July 06, 2009 Views
Vanguard Shareholders Nix SRI Proposal
A proposal to be 'genocide free' fails to pass voter scrutiny..
MutualFundWire.com - Monday, July 06, 2009 Views
JPMorgan Analyst Bumps Up His Ratings on Franklin and T. Rowe
JPMorgan's Ken Worthington upgrades Franklin and T. Rowe Price and slashes his rating on two other asset managers...
MutualFundWire.com - Monday, July 06, 2009 Views
Death Threats Target Goldman
The threats are not deemed credible by investigators...
MutualFundWire.com - Friday, July 06, 2007
BenefitStreet Hires Marketer
The California-based recordkeeper has brought in a Fidelity alum to oversee marketing efforts...
401kWire.com - Friday, July 06, 2007
Wachovia Readies for Retirement Income Solution
The firm is in the early stages of putting together a retirement income product...
401kWire.com - Friday, July 06, 2007 - Reader Rating: 2
ICAP CEO Dies
Institutional Capital Corp's CEO, CIO and co-fund manager died earlier this week at age 57...
MutualFundWire.com - Friday, July 06, 2007 Views - Reader Rating: 3
BoNY Promotes Bailey to Head of LJR
Fred Bailey has replaced Todd Burns as the head of Lynch, Jones & Ryan, part of the Bank of New York's ConvergEx brokerage division...
MutualFundWire.com - Friday, July 06, 2007
Sell-Side Research Declines After End of Dot-Com Era
Since the burst of the dot-com bubble, securities sell-side research has been in decline...
MutualFundWire.com - Friday, July 06, 2007
CME Ups Offer for CBOT, Delivering a Blow to ICE
It looks like the Chicago Mercantile Exchange has delivered the knock-out punch to the IntercontinentalExchange Inc. in the battle over the CBOT...
MutualFundWire.com - Friday, July 06, 2007
Work in the Great Outdoors, or for a Company Named for Them
This week our job spotlight falls on Boston, home to Pioneer Investments, Evergreen Invesments, and Columbia Management...
MutualFundWire.com - Friday, July 06, 2007 Views - Reader Rating: 3
Regulation NMS Will Make Its Debut on Monday
There are big changes sweeping the brokerage world...
MutualFundWire.com - Friday, July 06, 2007
Insurer's New President Prepares Succession Team and Looks to Buy
The new second-in-command at the mutually-owned Midwestern firm reflects on his 20 years there and looks forward to growth. ..
401kWire.com - Friday, July 06, 2007
What's Your 22c-2 Status?
The deadline for compliance with the last phase of the SEC's Rule 22c-2 is looming, so what is the industry doing to get ready?..
MutualFundWire.com - Friday, July 06, 2007 Views - Reader Rating: 3.29
Pioneer Plans to Merge Two Funds
The Boston-based asset manager has filed with the SEC to merge two of its funds...
MutualFundWire.com - Friday, July 06, 2007 Views
'VIPERs' Failed to Strike
The Vanguard Group has decided to do away with the "VIPERs" moniker its exchange traded funds have carried since their 2001 inception. It's a big decision, and one that hints at certain difficulties the low-cost pioneer may be encountering with its ETF operation...
MutualFundWire.com - Thursday, July 06, 2006 Views
DWS Scudder Grows Retirement Sales Force
DWS Scudder has tapped a trio of new hires focusing on the retirement market for its mutual fund division...
401kWire.com - Thursday, July 06, 2006 - Reader Rating: 2
Litman/Gregory Hands Fifth Fund to 'Masters'
Orinda, California-based Litman/Gregory Fund Advisors has expanded its Masters' Select series of funds to five. The firm cherry picks top portfolio managers and gives them freedom to pick stocks that represent their "highest conviction ideas."..
MutualFundWire.com - Thursday, July 06, 2006 Views
A 403b Mimics 401ks and Soars
A Garden State plan sponsor transformed its 403b plan and saw massive increases in participation and contributions. ..
401kWire.com - Thursday, July 06, 2006 - Reader Rating: 2
Reinvented Fund Plays to Boomer Market
A Minneapolis-based financial firm has converted one of its two high-yield bond offerings into an income fund for the baby boomer market...
MutualFundWire.com - Thursday, July 06, 2006 Views
Star Oppenheimer Offering Weathers Transition
OppenheimerFunds' Small & Mid Cap Value Fund found itself in a tight spot when 15 percent annual returns over five years sent its assets soaring to $3 billion...
MutualFundWire.com - Thursday, July 06, 2006 Views
National Brokerage Firms Opt For Proactive Route In Rollovers
On the opposite end of the spectrum, advisors at banks tend to sit and wait for people to walk through the door, a recent study found...
401kWire.com - Thursday, July 06, 2006 - Reader Rating: 2
Deutsche Piles On More Distribution Muscle
Let's hope Deutsche Asset Management has stocked up on name tags for all the new faces at its U.S. mutual fund company, DWS Scudder...
MutualFundWire.com - Thursday, July 06, 2006 Views
Will $10,000 Lure a Laptop Back?
ING executives hope the cash reward will lead to the return of the stolen computer...
401kWire.com - Thursday, July 06, 2006
Industry Vet Joins GE Asset Management
A former CDC IXIS executive goes back into the distribution space...
401kWire.com - Wednesday, July 06, 2005 - Reader Rating: 2
Diversified Hires Non-Profit Head
The new hire joins the firm for a newly created role...
401kWire.com - Wednesday, July 06, 2005 - Reader Rating: 2
Judge Nixes EDS Stock Suit Settlement
Participants got too short an end of the stick, rules judge...
401kWire.com - Wednesday, July 06, 2005 - Reader Rating: 3
What Are the Alternatives to Dumping Company Stock?
Despite the plethora of class actions and settlements, sponsors need not act rashly when it comes to minimizing liabilities created by offering company stock...
401kWire.com - Wednesday, July 06, 2005 - Reader Rating: 5
Phoenix Puts All Funds Under One Brand Umbrella
Daniel Garaci is trying to build a stronger brand for the mutual funds run by Phoenix Companies. The former Pioneer Investments executive and current CEO of Phoenix Investment Partners is pulling 50 funds under a new branding umbrella -- PhoenixFunds -- as part of an effort to create an identity with financial advisors and investors...
MutualFundWire.com - Wednesday, July 06, 2005 Views
Henlopen No More
Neil Hennessy has found another deal for its eponymously named fund firm. The Henlopen fund is selling its investment contract to Novato, California-based Hennessy Advisors. The deal brings Hennessy another $299 million in fund assets...
MutualFundWire.com - Wednesday, July 06, 2005 Views
A SMID Fund for Munder
Munder Capital will target small and mid-cap stocks with its newest mutual fund. The Birmingham, Michigan-based fund firm launched the Munder Small-Mid Cap Fund this morning. The SMID fund (SMID refers to both small- and mid-cap companies, according to Munder), will invest in firms with market caps of up to $10 billion...
MutualFundWire.com - Wednesday, July 06, 2005 Views
Oak Plants an Acorn
Oak Associates is adding a small cap, growth fund to its family...
MutualFundWire.com - Wednesday, July 06, 2005 Views
DST Focuses on Serving Funds, Unloads Two Subs
DST Systems has sold off two more of its non-mutual fund processing businesses. The sales of DST Innovis Inc. and DST Interactive Inc. to St. Louis-based Amdocs brought DST $519 million of cash after taxes. In April, DST also sold its Equiserve business. The sales appear to be part of an effort by DST to focus on the fund processing business and may be part of a preparation for the sale of the entire business...
MutualFundWire.com - Wednesday, July 06, 2005 Views
Boston Co. Gets $5 Billion in Dreyfus Funds
Mellon Financial has "unified" the structure of two of its fundamental equity investment subsidiaries -- The Boston Company Asset Management and Dreyfus. TBCAM will manage an additional $5 billion in Dreyfus fund assets .....
MutualFundWire.com - Wednesday, July 06, 2005 Views
Amvescap Bigs Doubtful About Buyer's Capability
Is Amvescap now for sale? Amvescap's top brass say "No" to an unsolicited offer from Canada's CI Funds...
MutualFundWire.com - Wednesday, July 06, 2005 Views
John Hancock Execs: Few and Far Between
How much of the ex-John Hancock team is at Manulife? Hardly anyone .....
MutualFundWire.com - Wednesday, July 06, 2005 Views - Reader Rating: 2.33
Calamos Names Two to Executive Suite
Calamos Asset Management has hired away two Chicago-based executives to join its top brass .....
MutualFundWire.com - Wednesday, July 06, 2005 Views
Whistleblower Sues for Share of Settlement
Persistent Peter Scannell. The former Putnam telephone representative who tipped off the Massachusetts attorney general office about market timing of Putnam funds is now suing for his share of settlement money .....
MutualFundWire.com - Wednesday, July 06, 2005 Views
Putnam Creates RetirementReady Funds
The Boston-based fund sponsor is rolling out a set of target maturity funds based on existing commingled funds...
MutualFundWire.com - Tuesday, July 06, 2004 Views
Putnam Creates RetirementReady Funds
The Boston-based fund sponsor is rolling out a set of target maturity funds based on existing commingled funds...
401kWire.com - Tuesday, July 06, 2004 - Reader Rating: 2.5
Victory Gives Asset Management Side a Little Breathing Room
Victory CEO hires a right-hand man to take over the investment management side...
MutualFundWire.com - Tuesday, July 06, 2004 Views - Reader Rating: 4
Do Adviser Assets Belong to Shareholders?
The SEC examination of DC plan payments, which looks at payments out of corporate and fund assets, could signal a shift in the treatment of the two categories...
401kWire.com - Tuesday, July 06, 2004
Fremont Lets Subadvisor Go
The California fund firm boots Delaware from a packed subadvisory contract...
MutualFundWire.com - Tuesday, July 06, 2004 Views
SEC Gathers Info on DC Revenue Sharing
The SEC is asking mutual fund firms for detailed information about revenue sharing...
401kWire.com - Tuesday, July 06, 2004
Fido Looks Abroad for Third Real Estate Fund
Fidelity plans a launch for an international fund in the fall...
MutualFundWire.com - Tuesday, July 06, 2004 Views
Firms Acknowledge SEC DC Payment Inquiry
The SEC sweep examination into DC plan payments could cover five firms or fifty or more. So far four have confirmed receiving requests for information...
MutualFundWire.com - Tuesday, July 06, 2004
Consumer, Leisure Portfolios Get New Managers
Fidelity names two new managers for four funds...
MutualFundWire.com - Tuesday, July 06, 2004 Views
SEC May Charge Fremont with Late Trading
A San Francisco fund firm gets an updated Wells notice from the SEC...
MutualFundWire.com - Tuesday, July 06, 2004
Trustar Struts Its Stuff
The firm has launched a new multi-fund retirement plan program...
401kWire.com - Friday, July 06, 2001 - Reader Rating: 3
Putnams Reassigns Portfolio Managers
Putnam switches the duties of two managers ... Merrill cuts at Hotchkiss & Wiley ... Vestigo entering the stock rating rat race...
MutualFundWire.com - Friday, July 06, 2001 - Reader Rating: 3
Putnams Reassigns Portfolio Managers
Putnam switches the duties of two managers ... Merrill cuts at Hotchkiss & Wiley ... Vestigo entering the stock rating rat race...
401kWire.com - Friday, July 06, 2001 - Reader Rating: 3
Web Upgrade for DataLynx
The custodian for advisors and unit of First Trust has enhanced its Website. ..
MutualFundWire.com - Friday, July 06, 2001 Views - Reader Rating: 3
Putnams Reassigns Portfolio Managers
Putnam switches the duties of two managers ... Merrill cuts at Hotchkiss & Wiley. ..
MutualFundWire.com - Friday, July 06, 2001 - Reader Rating: 3
Deutsche Reorgs Sales Team
The bank has let go of Jim Griffo after an internal merger. ..
MutualFundWire.com - Friday, July 06, 2001 Views - Reader Rating: 3
Climbing a Mile High
First Trust has named a new head for its qualified plans group...
401kWire.com - Friday, July 06, 2001 - Reader Rating: 3
Who Wants to be a Millionaire?
A new survey shows that the work force retains hopes for an early retirement yet realizes that the funding of this dream may take a seven figure account...
401kWire.com - Thursday, July 06, 2000 - Reader Rating: 3
New Product Management Head at Alliance
The New York-based bundled vendor turns inside to replace Karen Bullot...
401kWire.com - Thursday, July 06, 2000 - Reader Rating: 3
Heard on the Benefit Street
Web-based administrator is on verge of inking deal for trading platform. Undergoes restructuring as it seeks venture capital...
401kWire.com - Thursday, July 06, 2000 - Reader Rating: 3
Go East, Young Man
Vanguard teams up with a Japanese online broker to sell two funds...
MutualFundWire.com - Thursday, July 06, 2000 - Reader Rating: 3
Small Bytes: A Busy Fourth
Goldman Sachs, HighMark and Alleghany launch funds, MetaMarkets.com and Calvert in the news...
MutualFundWire.com - Thursday, July 06, 2000 - Reader Rating: 3
July 6, 2000
More on the GAO fee proposal ... Goldman files for secondary ... Stock funds top S&P 500 ... 401k deposit lags in the news...
MutualFundWire.com - Thursday, July 06, 2000 - Reader Rating: 3
July 6, 2000
More on the GAO fee proposal ... Goldman files for secondary ... Stock funds top S&P 500 ... 401k deposit lags in the news...
401kWire.com - Thursday, July 06, 2000 - Reader Rating: 3
Fidelity Offers Four-in-One
The Boston Behemoth will offer a new product that spreads its assets over four Fidelity index funds...
MutualFundWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
Newkirk Allies with Ibbotson
MasteryPOINT/Newkirk has just taken the plunge into the 401(k) advice business. The firm has announced that it has formed an alliance with Ibbotson Associates to offer participants advice on two separate tracks...
401kWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
Merrill Creates CMO Position
Merrill Lynch has created a chief marketing officer position for a new executive vice president, coming over from McKinsey -- among his duties will be marketing to support the launch of new Internet channels serving individual and institutional clients...
MutualFundWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
S&P Acquires Rational Investors
McGraw Hill's investment services firm has acquired Boston-based Rational Investors. This coincides with the launch of its web-based advice service...
MutualFundWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
Mackenzie Opens International Solutions
The Boca Raton-based asset manager has launched International Solutions, an asset allocation program with five fund of funds...
MutualFundWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
S&P Acquires Rational Investors
Confirming the rumors that have been circulating around the industry for months, Standard & Poor's, a subsidiary of McGraw-Hill (NYSE: MHP) has acquired Rational Investors, an advice firm based out of Boston...
401kWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
Odd Lots, July 6, 1999
Merrill lures quant team from Deutsche Bank ... Vanguard S&P 500 inches closer to Magellan...
MutualFundWire.com - Tuesday, July 06, 1999 - Reader Rating: 3
Corbel Buys PPD
Jacksonville, Florida-based Corbel & Company announced its purchase of Pension Publications of Denver, Inc. ("PPD"). Terms of the transaction were not disclosed. Don Mackanos, president of Corbel, told the 401kWire that the transaction is complete, and that PPD will continue to be located in Denver, Colorado...
401kWire.com - Monday, July 06, 1998 - Reader Rating: 3
IAMS Taps New Provider
Dayton, OH-headquartered IAMS Company, makers of pet food, has recently changed its 401(k) plan providers from John Hancock to INVESCO, Karen Peare, benefits specialist, told the 401kWire. The plan has $22 million in assets with over 750 participants...
401kWire.com - Monday, July 06, 1998 - Reader Rating: 3
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