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News Stories Archives - Since 1998
KPAs, Here is How you Help Plan Sponsors Improve Financial Literacy For Employees
To help your client's employees get on the right track to retirement, here are three simple steps to make that notion possible...
401kWire.com - Thursday, April 20, 2017
Nuveen Enhances TDF Offering
A global investment manager has recently enhanced its TDF offering.....
401kWire.com - Thursday, April 20, 2017
UMB Stands By Fund Services While Selling Scout
The Midwestern bank's chief digs deeper into why they're exiting the mutual fund biz...
MutualFundWire.com - Thursday, April 20, 2017
Why Is National Life Selling Sentinel?
The insurer's CEO explains the deal with Touchstone...
MutualFundWire.com - Thursday, April 20, 2017
This Rking Software is About to Be Axed
An executive familiar with the matter (who has requested to be anonymous) says that Sapiens have already laid off nearly 30 people in the process...
401kWire.com - Thursday, April 20, 2017 - Reader Rating: 4
Healthcare is Closer to Retirement Than You Think
The Trump administration's failed attempt to repeal Obamacare has not stopped the conversation surrounding the two... ..
401kWire.com - Thursday, April 20, 2017
Milliman Lands a Healthcare System's DC Plan
A global consulting and actuarial firm, today announced that it has added a new DC client...
401kWire.com - Thursday, April 20, 2017
Morrison Expects Even More Big Mergers, and Fidelity Might Be a Buyer?!?!
The Boston Behemoth's asset management chief talks to the FT, predicting an acceleration of M&A in the biz...
MutualFundWire.com - Thursday, April 20, 2017
Two SoCal Firms Launch a New Fiduciary Platform
Two firms based in the Golden State have launched a new fiduciary education platform...
401kWire.com - Thursday, April 20, 2017
RayJay Buys a $27B Pair of Asset Managers For $172.5MM
Eagle is gaining two more siblings, this time in the Midwest...
MutualFundWire.com - Thursday, April 20, 2017 Views
Where Does the Fiduciary Reg Leave the KPA - Client Relationship?
Fred Reish tackles another aspect of the new regulations ..
401kWire.com - Wednesday, April 20, 2016
Manning Returns His Namesake Fund Firm to a Familiar Structure
The CEO of Manning & Napier is retiring, and the co-founder is taking that title. Yet a new operating committee will be running the firm day-to-day...
MutualFundWire.com - Wednesday, April 20, 2016 Views
Wagner Welcomes Two ERISA Lawyers
One of the country's top ERISA law firms add to its team...
401kWire.com - Wednesday, April 20, 2016
New Calculator to Avoid Death by Benchmarking
There is a new tool available to ensure compensation for services is properly aligned. ..
401kWire.com - Wednesday, April 20, 2016
There's More Leadership Changes for NAPA
The National Association of Plan Advisors has named new members to its leadership council at the 2016 NAPA 401(k) Summit...
401kWire.com - Wednesday, April 20, 2016
Cunningham Retires From Manning
The CEO of Manning & Napier has stepped down...
MutualFundWire.com - Wednesday, April 20, 2016 Views
Four TPA Acquisitions In Just 14 Months
A Gotham shop has had an acquisitive couple of years...
401kWire.com - Wednesday, April 20, 2016
The Most Successful Money Managers Are Actually Something Else
A prominent watcher of the business, wonders if the largest asset manager in the world will come to be known as a financial technology company...
MutualFundWire.com - Wednesday, April 20, 2016 Views
$209 MM 457 Needs Consultant
Fifth-largest city in California has open investment consultant RFP. ..
401kWire.com - Monday, April 20, 2015 - Reader Rating: 1
Charlie Talks Big In New Gig
A lot of money plus a big budget plus a new company equals a lot of change.....
401kWire.com - Monday, April 20, 2015 - Reader Rating: 2.76
Who Will Guide the Gamco Divide?
Mario Gabelli prepares to say goodbye to a key employee, even as he works toward splitting the company in two...
MutualFundWire.com - Monday, April 20, 2015 Views
NARPP Study Identifies Plan Sponsors' #1 Priority
... The good news is that plan sponsors trust their providers more than the average American trusts Congress. The bad news is, only 3 percent of Americans trust Congress. ..
401kWire.com - Monday, April 20, 2015 - Reader Rating: 5
Sapiens Upgrades Its Recordkeeping Platform
An Israeli software giant adds new streamlining feature to its DC platform...
401kWire.com - Monday, April 20, 2015
Voya's Rod Martin Names New CEO of Retirement
A retirement head honcho who has more than 30 years of experience in the retirement plan marketplace will be joining the Voya collaborative...
401kWire.com - Monday, April 20, 2015 - Reader Rating: 2.27
A Retirement Giant Empowers a New Chief
One of the biggest retirement plan providers in the U.S. is anointing a new CEO for that business, effective May 1...
MutualFundWire.com - Monday, April 20, 2015 Views
Cornerstone Promotes a Fiduciary Analyst
A promotion happened just around the corner for this fiduciary analyst...
401kWire.com - Monday, April 20, 2015
It Takes a Village ... To Stage a Mutual Fund Firm Comeback
One titan's turnaround picks up steam, while another just begins...
MutualFundWire.com - Monday, April 20, 2015 Views
Sampson Recruits
A top retirement plan advisor is on the prowl, and not just for new business...
401kWire.com - Friday, April 20, 2012 - Reader Rating: 1
SSgA Lands a $965MM Mandate
The Beantown asset manager wins a mandate for the State of Nevada's 529 savings plan...
MutualFundWire.com - Friday, April 20, 2012 Views
Proposed Regs May Scare Money Fund Customers Away
If the SEC has its way, the market for money money funds may shrink dramatically...
MutualFundWire.com - Friday, April 20, 2012 Views
Westwood Funds Grow 24 Percent
The parent misses earnings expectations...
MutualFundWire.com - Friday, April 20, 2012 Views
Hancock Faces a Partially Revived 401(k) Fee Suit
An appeals affirms part of a dismissal and tosses the other part...
401kWire.com - Friday, April 20, 2012 - Reader Rating: 3.33
Most Participants Won't Pay 100 Bps For Retirement Income
A new report details the availability of, and reactions to, guaranteed income products inside of DC plans...
401kWire.com - Friday, April 20, 2012 - Reader Rating: 4
The 401(k) One Percent Have 68 Percent of the Assets
A new report looks at where the AUM is in the DC business...
401kWire.com - Friday, April 20, 2012 - Reader Rating: 2.2
A Pimco Fund Suffers Unconstrained Outflows
As $1.7 billion flowed into of Pimco's flagship fund, $1.69 billion flowed out of another...
MutualFundWire.com - Friday, April 20, 2012 Views - Reader Rating: 4
Is Schwab the New Vanguard?
Schwab is following a "highly disruptive" strategy when it comes to ETFs...
MutualFundWire.com - Friday, April 20, 2012 Views - Reader Rating: 1
Javelin JETS Back Into ETFs
A Garden State asset manager wants to reenter the ETZ biz...
MutualFundWire.com - Friday, April 20, 2012 Views
A Trustodian Offers Mutual-Fund-Like ETF Access in 401ks
Updated | Thanks to a new platform, RIAs can add exchange-traded funds to their retirement plans, while the ETFs trade like mutual funds...
401kWire.com - Wednesday, April 20, 2011
McCarthy Stays Put as MSSB Shifts
What does a management reorg mean for the wirehouse's retirement unit?..
401kWire.com - Wednesday, April 20, 2011 - Reader Rating: 4.33
Bill Gross Preps an ETF Version of Total Return
Bill Gross and Co. launch a new niche mutual fund and prepare a new version of their flagship offering...
MutualFundWire.com - Wednesday, April 20, 2011 Views
ING Hires a Genworth Alum
The new hire serves as head of valuation for the U.S. retirement business...
401kWire.com - Wednesday, April 20, 2011 - Reader Rating: 4
A Software Exec Wants in on the Retirement Consulting Biz
RetirementWORKS and its parent firm have launched a consulting unit...
401kWire.com - Wednesday, April 20, 2011 - Reader Rating: 2.5
First Trust Unveils 13 ETFs
The Wheaton, Illinois-based firm brought 13 ETFs to market this week, raising the total number of its AlphaDEX ETFs to 29...
MutualFundWire.com - Wednesday, April 20, 2011 Views
Lockton Beefs Up its D.C. Staff
The insurance brokerage adds a retirement plan specialist to its Washington, D.C. office...
401kWire.com - Wednesday, April 20, 2011 - Reader Rating: 3.67
AARP Calculates 401k Fees
Updated | The giant non-profit teams up with an industry research specialist to educate its members...
401kWire.com - Wednesday, April 20, 2011 - Reader Rating: 4.38
Wirehouse Reorg: Paul Hatch to Run a Combined Unit at MSSB
Greg Fleming reshuffles the management team at the wirehouse...
MutualFundWire.com - Wednesday, April 20, 2011 Views
Sean Healey's Comp Rose 10 Percent in 2010
The AMG CEO received total compensation of nearly 20 million last year...
MutualFundWire.com - Wednesday, April 20, 2011 Views
A BlackRock Fund Catches the WSJ's Eye
A $13.2 billion BlackRock equity fund gets some ink from the WSJ...
MutualFundWire.com - Wednesday, April 20, 2011 Views
Top 40 Advisor: William Beale
This Pittsburgh-based LPL advisor lands in the top 40 DC advisors as one of ten finalists in the small market...
401kWire.com - Tuesday, April 20, 2010 - Reader Rating: 1
BlackRock Becomes Colorful
The New York firm rolls out a new ad campaign...
MutualFundWire.com - Tuesday, April 20, 2010 Views - Reader Rating: 1
Putnam Makes a Pair of Sales Hires
The Boston-based fund firm taps wholesalers for Southern California and the Mid-Atlantic region...
401kWire.com - Tuesday, April 20, 2010 - Reader Rating: 1
RolloverSystems Hires a Chief Retail Sales Officer
The rollover specialists also add two others to their sales force...
401kWire.com - Tuesday, April 20, 2010
YieldPlus Woes Cost Schwab Another $200 Million
The brokerage giant prepares to settle the federal claims in a class action suit involving the fallen fund...
MutualFundWire.com - Tuesday, April 20, 2010 Views - Reader Rating: 4
No Surprise: Open Architecture Providers Support Open Architecture Target Date Funds
A top Pimco exec unveils a new book and spreads the good word about customizable target date funds...
401kWire.com - Tuesday, April 20, 2010
Mesirow Expands its Retirement Advisory Group
Mesirow lures a Deloitte consultant...
401kWire.com - Tuesday, April 20, 2010
Principal Offers Advisors a Hand in Educating Participants
The Midwestern bundled provider unveils a new tool...
401kWire.com - Tuesday, April 20, 2010
Transamerica Hires Two ING Alums
The Los Angeles-based plan provider taps two former ING wholesalers and promotes from within its own ranks...
401kWire.com - Tuesday, April 20, 2010
Ex-Van Kampen Chief Lands a New Gig
A former CEO of Van Kampen has joined Guggenheim Partners as senior managing director...
MutualFundWire.com - Tuesday, April 20, 2010 Views
WSJ Examines Putnam's Newest Fund
After the launch of a new fund-of-funds yesterday, Putnam's Global Sector gets a Fund Track write-up...
MutualFundWire.com - Tuesday, April 20, 2010 Views
SSgA Pockets $226 Million in Investment Management Fees
The Boston-based asset manager generated 25 percent more in investment management fees during the first quarter of 2010 than it did in the same period last year...
MutualFundWire.com - Tuesday, April 20, 2010 Views
An Insurer Trims its Staff
The firm also says it anticipates making additional decisions that could result in a net reduction in its staff by yearend...
401kWire.com - Monday, April 20, 2009 - Reader Rating: 5
Schwab Opens Up its Target-Date Mix to Third-Party Funds
The San Francisco firm has also slashed expense ratios on the funds by 13 to 23 bps...
MutualFundWire.com - Monday, April 20, 2009 Views
Wray Hires a DC Education Vet
Updated | The PSCA chief brings in a new exec to handle membership and operations...
401kWire.com - Monday, April 20, 2009
Schwab Cuts Target-Date Fees
Schwab also unveiled other changes, such as the addition of index strategies and third-party funds as underlying investments...
401kWire.com - Monday, April 20, 2009
A Managed Account Provider Picks a New Brand from Out of the Box
In a nod to ancient Greece, the Athens, Georgia-based RIA has unveiled its new brand...
401kWire.com - Monday, April 20, 2009
Legg Mason Cuts More Jobs
Legg Mason slashed 12 percent of its administrative and support staff...
MutualFundWire.com - Monday, April 20, 2009 Views
60 Minutes Targets 401ks
The CBS show highlights participant woes...
401kWire.com - Monday, April 20, 2009 - Reader Rating: 3
Fidelity Asks its Workers to Give Back Money after a Minor Snafu
A glitch late last year with its pension fund resulted in Fidelity overpaying 350 former and current workers...
401kWire.com - Monday, April 20, 2009 - Reader Rating: 5
Columbia's Q1 Net Loss Narrows
BofA unveils its Q1 results...
MutualFundWire.com - Monday, April 20, 2009 Views
Allianz Global Investors Plants its Flag in India
Allianz Global Investors has entered into an asset management joint venture with India's Bajaj Finserv...
MutualFundWire.com - Monday, April 20, 2009 Views
WSJ Highlights Bill Miller's Retiring 'Municipal Cousin'
The paper profiles the beleaguered funds of a departing star muni bond fund manager...
MutualFundWire.com - Monday, April 20, 2009 Views
Doll Was BlackRock's Highest Paid Exec in 2008
BlackRock's chief investment officer received the largest compensation at the firm last year...
MutualFundWire.com - Monday, April 20, 2009 Views
Small Plan Advisors Are Everywhere
An industry consultant analyzes data about the segmentation of the DC marketplace and looks ahead to where the market's going. ..
401kWire.com - Friday, April 20, 2007
Abracadabra! A New Aberdeen Fund
Aberdeen Asset Management is adding a new fund to its roster...
MutualFundWire.com - Friday, April 20, 2007 Views
PowerShares Powers Up
Chicago-based PowerShares hit a new benchmark recently with assets under management topping $10 billion...
MutualFundWire.com - Friday, April 20, 2007 Views - Reader Rating: 3
Wirehouse Helps Plan For Needs, Wants and Wishes
A broker-dealer executive offers a different angle on retirement income. ..
MutualFundWire.com - Friday, April 20, 2007
The Jury Stays Out in One Fee Class Action
Another one of the dozen odd lawsuits filed last fall against massive plan sponsors is moving forward, but not exactly according to defense plan. ..
401kWire.com - Friday, April 20, 2007
Mercer Taps Hewitt Exec
The head of Hewitt's defined benefit practice is taking on a newly created role at Mercer...
401kWire.com - Friday, April 20, 2007
Hewitt's 401k Chief Will Soon See A New Boss
Senior leadership changes are coming at the Prairie State consulting firm...
401kWire.com - Friday, April 20, 2007
NASD Did Me Wrong, Claims Broker
Ex-Merrill Lynch broker Christopher Pan, has accused the NASD of handing him the short end of the stick in an arbitration case...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 3
Funds and Brokers: Too Close For Comfort
With the NASD and NYSE merger is opening the door for the SEC to take another look at how brokers and funds exchange soft dollars...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 3
OppFunds Calls for Sales Moratorium on SMID Fund
MassMutual's OppenheimerFunds will be closing the doors of one of its funds to new investors...
MutualFundWire.com - Friday, April 20, 2007 Views
Cox's Bugaboo Could be a Feature
Christopher Cox's penchant for consensus could be slowing down the SEC ... and that could be a good thing...
MutualFundWire.com - Friday, April 20, 2007 Views - Reader Rating: 1
JPMorgan Deepening Target Fund Lineup
The bank owned fund firm is adding new target-date fund to its inventory for its new sales team to push...
401kWire.com - Friday, April 20, 2007
Nuveen Seeks and Finds a Better Investment Platform
Nuveen Investments has signed a deal to ramp up the development of their investment platform...
MutualFundWire.com - Friday, April 20, 2007 Views - Reader Rating: 3
Mutual Funds Get Into the Guaranteed Income Game
Annuities aren't the only retirement income tool anymore. Mutual funds finally have the know-how to take the lead. Now all they need is the tool...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 5
Wirehouse Prepares to Dish Out Advice
An executive at the firm points individual advice, not computer models, as the big BD's chosen path. ..
401kWire.com - Friday, April 20, 2007
Schwab Reduces Required Contributions
Schwab is telling its cutomers that they can deposit even less than before...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 3
OptionsXpress Comes in as Average
OptionsXpress' first quarter earnings results are in and the news is lukewarm...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 2.86
The Week in Program Trading
Program trading in the week ended April 13 amounted to 31.7% of New York Stock Exchange average daily volume...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 3
Merrill Goes on After Gorman
Post James Gorman, Global Wealth Management at Merrill is still doing well...
MutualFundWire.com - Friday, April 20, 2007 - Reader Rating: 3
BlackRock Makes Twice the Mark
First quarter profits and sales at BlackRock have surged to new heights, nearly doubling those of last year...
MutualFundWire.com - Friday, April 20, 2007 Views - Reader Rating: 3
Fund Track Adds Numbers to the Fidelity Succession Mix
But despite their grim picture, Fidelity should still be raking in the dough. ..
MutualFundWire.com - Friday, April 20, 2007 Views
Alliance Benefit Group Looks Towards Expansion
The president of the TPA consortium likes the figures he sees in its latest quarterly report, and says the network has a "growth objective" for the year ahead...
401kWire.com - Thursday, April 20, 2006 - Reader Rating: 1
DoL Issues Final Rules On Orphaned 401k Plans
The rules will allow employees in abandoned plans to gain access to their benefits sooner...
401kWire.com - Thursday, April 20, 2006
EBSA Releases Guidance for Intermediaries
The Department of Labor's new Field Assistance Bulletin offers procedural guidance on distributing mutual fund companies' SEC settlements to employee benefit plans. The SPARK Institute is still reviewing the document, but has given a preliminary response to certain points. ..
401kWire.com - Thursday, April 20, 2006
UNIFI Taps Communications Provider
The firm has turned to a communications specialist to help enlighten participants about retirement planning options...
401kWire.com - Thursday, April 20, 2006
CFDD Seals Media Sponsorship Pact
Under the alliance, the media outfit will provide post-conference webcasts and a guide containing articles on the most popular sessions...
401kWire.com - Thursday, April 20, 2006
EBSA Releases Bulletin on Distributing Settlement Money
The Department of Labor's Employee Benefits Security Administration has issued a document offering guidance on how the proceeds of certain settlements between the SEC and mutual fund companies are to be distributed...
MutualFundWire.com - Thursday, April 20, 2006 Views
BlackRock Q1 Profit Up
BlackRock Inc. on Wednesday said its first quarter income soared to $70.9 million from $46.5 million in the same period last year...
MutualFundWire.com - Thursday, April 20, 2006 Views - Reader Rating: 2.33
Oppose Amvescap Payouts, Group Urges Shareholders
A UK shareholder consultancy has recommended that shareholders oppose large payments made to outgoing and incoming heads of Amvescap...
MutualFundWire.com - Thursday, April 20, 2006 Views
Fidelity Branches Out in Retirement Income
As part of its crescendoing efforts in the retirement income sphere, Fidelity has introduced a new series of portfolios for annuities. The Variable Insurance Product (VIP) FundsManager Portfolios, "funds of funds" offerings investing in a mix of stock, bond, and money market funds, were launched Wednesday...
MutualFundWire.com - Thursday, April 20, 2006 Views
Vanguard To Launch Small-Cap Fund
Vanguard is adding another active quantitative offering to its lineup. The Valley Forge, Pennsylvania-based firm will roll out the Vanguard Small-Cap Equity Fund, the second actively managed stock fund entirely advised by its quantitative equity group, in the next few weeks...
MutualFundWire.com - Thursday, April 20, 2006 Views - Reader Rating: 1.5
Fido's B-D Adds 400,000 Accounts in Q1
Fidelity Brokerage added $13 billion in client assets in the first quarter to $1.143 trillion, from $1.13 trillion at the end of last year .....
MutualFundWire.com - Wednesday, April 20, 2005 Views
BGI Files for Two EAFE Funds
Barclays Global Investors has filed to launch two new exchange-traded funds that mirror Morgan Stanley Capital International's Europe, Australasia and the Far East (EAFE) indices...
MutualFundWire.com - Wednesday, April 20, 2005 Views
Amvescap is Near Deal
The London company is close to finishing a deal in which it will sell its 401k recordkeeping unit...
401kWire.com - Wednesday, April 20, 2005 - Reader Rating: 4.5
HNI Corp.
The Iowa-based furniture company has ended a four month search for a bundled provider...
401kWire.com - Wednesday, April 20, 2005
Are You in the Know?
While sponsors look for fiduciary guidance from many sources, most expect help from recordkeepers...
401kWire.com - Wednesday, April 20, 2005 - Reader Rating: 3
Ex-STC Exec Shops for Trust Firms
The exec says has the backing of a few "significant investors" as he evaluates opportunities...
401kWire.com - Wednesday, April 20, 2005 - Reader Rating: 2.5
State Street CEO Says "No Sale"
State Street is not for sale. So says Ron Logue, the Boston bank's CEO since last July reports the Boston Globe. Logue made his remarks to the Greater Boston Chamber of Commerce...
MutualFundWire.com - Wednesday, April 20, 2005 Views
Fund Firms Play the Performance Card
It's no surprise that fund companies place performance center stage when the going is good .....
MutualFundWire.com - Wednesday, April 20, 2005 Views
Janus Stems Outflows in Retail and Advisor Channels
Janus Capital was off the mark this quarter, in earnings and assets under management. The Denver-based fund firm missed analysts' earnings estimates by $0.02 for the first quarter, reporting diluted earnings per share of $0.09, or $216 million in income...
MutualFundWire.com - Wednesday, April 20, 2005 Views
Federated Earnings Less Than Expected
Investment management firm reports first quarter earnings...
MutualFundWire.com - Tuesday, April 20, 2004 Views
MassMutual Announces Top Producing TPA Agent
MassMutual recognizes a Hartford-Springfield agent as its top producer for the Retirement Matters Accumulation Product...
401kWire.com - Tuesday, April 20, 2004 - Reader Rating: 1
Nuveen Reports Strong Sales
First quarter EPS up 23 percent...
MutualFundWire.com - Tuesday, April 20, 2004 Views
Aquila Funds Names New Trustee
Muni fund continues local focus with new hire...
MutualFundWire.com - Tuesday, April 20, 2004 Views
TSP Seeks Fund Provider
The board of the defined contribution behemoth approves a new lifecycle plan option...
401kWire.com - Tuesday, April 20, 2004 - Reader Rating: 3
New Support for Top Producers
Nationwide introduces Circle of Excellence for qualified plan market...
401kWire.com - Tuesday, April 20, 2004 - Reader Rating: 2.33
TPA Name Change on Finalized Buyout
MyBenefitSource is now RSM McGladrey Employer Services...
401kWire.com - Tuesday, April 20, 2004
Whiston Steps Down
More management changes at Janus...
MutualFundWire.com - Tuesday, April 20, 2004
Russell Taps Fidelity
Russell taps Fidelity ... Morgan Stanley files social fund ... CFO pay grew 17% ... Datek lays off 131...
401kWire.com - Friday, April 20, 2001 - Reader Rating: 3
Russell Taps Fidelity
Russell taps Fidelity ... Morgan Stanley files social fund ... CFO pay grew 17% ... Datek lays off 131. ..
MutualFundWire.com - Friday, April 20, 2001 - Reader Rating: 3
Janus Slashes Again
Updated The Denver firm has cut another 546 jobs, or 24 percent of its staff, and closed a call center. ..
401kWire.com - Friday, April 20, 2001 - Reader Rating: 3
Janus Slashes Again
Updated The Denver firm has cut another 546 jobs, or 24 percent of its staff, and closed a call center. ..
MutualFundWire.com - Friday, April 20, 2001 - Reader Rating: 3
Sponsors Get Serious About Advice
GM and Chrysler are just a pair of the large plan sponsors now said to be in the market for an online advisor. But, is it too late for the advisors?..
401kWire.com - Friday, April 20, 2001 - Reader Rating: 3
Fund Marketing's Creative Rut, Part 2
What works in fund marketing? Citigroup's head of global marketing Steve Cone shared his views at a media conference yesterday...
MutualFundWire.com - Friday, April 20, 2001 - Reader Rating: 3
Vanguard's Aggregation Wrinkle
Advice and aggregation go together at the Valley Forge-based fund firm. ..
MutualFundWire.com - Friday, April 20, 2001 - Reader Rating: 3
Vanguard's Aggregation Wrinkle
Advice and aggregation go together at the Valley Forge-based fund firm...
401kWire.com - Friday, April 20, 2001 - Reader Rating: 3
What Is MFS Really Up To?
Rumors have hinted that the well-established Boston firm is changing its name. Yea or nay? ..
MutualFundWire.com - Friday, April 20, 2001 - Reader Rating: 3
Financial Engines To Brighten Up Clorox
The ever-popular advice service claims another sponsor...
401kWire.com - Thursday, April 20, 2000 - Reader Rating: 3
AIM Hires Two
John Cooper will direct the Retirement Marketing division; Abel Garcia will co-manage the Global Telecommunications and Technology fund...
401kWire.com - Thursday, April 20, 2000 - Reader Rating: 3
AIM Hires Two
John Cooper will direct the Retirement Marketing division; Abel Garcia will co-manage the Global Telecommunications and Technology fund...
MutualFundWire.com - Thursday, April 20, 2000 - Reader Rating: 3
Frank Russell Goes Daily
The firm has decided to make available daily performance information of its mutual funds...
401kWire.com - Thursday, April 20, 2000 - Reader Rating: 3
Wells Fargo Allies With AmEx
The two financial services giants have formed a distribution alliance to sell each other's mutual funds and variable annuities...
MutualFundWire.com - Thursday, April 20, 2000 - Reader Rating: 3
The Wells Fargo Wagon is A-Comin' to Nashville
The vendor has purchased an employee beenfits consulting firm...
401kWire.com - Thursday, April 20, 2000 - Reader Rating: 3
April 20, 2000
Scudder v. Hoffman ... Like a rock ... Pasive can be good ... Stuart still under scrutiny...
401kWire.com - Thursday, April 20, 2000 - Reader Rating: 3
April 20, 2000
Scudder v. Hoffman ... Like a rock ... Pasive can be good ... Stuart still under scrutiny...
MutualFundWire.com - Thursday, April 20, 2000 - Reader Rating: 3
Brown Brothers Taps New Equity Management Head
The New York asset management firm has lured a former Blackrock MD to head up equity management and research...
MutualFundWire.com - Tuesday, April 20, 1999 Views - Reader Rating: 3
New Head of Equity Management at Brown Brothers
Brown Brothers Harriman & Co. of New York, New York has picked Young Chin to be the head of equity management and director of equity management research. He will report to Jeffrey A. Schoenfeld, partner and cio...
401kWire.com - Tuesday, April 20, 1999 - Reader Rating: 3
AIG Acquires Brazos Funds
McStay Investment Counsel will sell a majority stake to AIG in order to better distribute its funds and concentrate on money management...
MutualFundWire.com - Tuesday, April 20, 1999 - Reader Rating: 3
City of Angels Makes Decisions
The City of Los Angeles has decided to continue its relationship with Hartford Life of Simsbury, Connecticut as one of its principle asset managers. The provider will be managing $563.4 million in assets for 43,000 participants...
401kWire.com - Tuesday, April 20, 1999 - Reader Rating: 3
Seven Ways to Benefit From the Tech Selloff
Watching the carnage in the Nasdaq yesterday it occured to us that these market jitters are going to create a new spate of financial magazine covers and financial news profiles. How you can benefit?..
MutualFundWire.com - Tuesday, April 20, 1999 - Reader Rating: 3
Internet Services Grow
Woburn, Massachusetts-headquartered OneCore Financial Network has just released a new Internet product for 401(k) plans. Released in tandem with a new payroll service, the 401(k) platform is designed to help sponsors administer and implement their defined contribution plan...
401kWire.com - Tuesday, April 20, 1999 - Reader Rating: 3
Odd Lots, April 20, 1999
What's happening to cash flow? ... Does fund signal emerging markets bottom? ... Banc One changes name too soon ... Dreman wins in "Meeker's Meltdown" ... More safe fund picks ... Nasdaq extended hours ... Fund woes threaten Hancock IPO ... Deutsche Bank revamping fund marketing ... and more. ..
MutualFundWire.com - Tuesday, April 20, 1999 Views - Reader Rating: 3
TCW Taps Ibbotson for Guided Choice Advice Product

The TCW Group, Inc. announced today that it has selected Ibbotson Associates to develop asset allocation and risk tolerance methodologies and software for its Guided Choice 401(k) advisory product. The product will be beta-tested during July and August, Mike Henkel, president of Ibbotson told the 401kWire. He expects a final version to be ready to roll out in the Fall.

..

401kWire.com - Monday, April 20, 1998 - Reader Rating: 3
Southern Engineering Offers Participants More Choice
Atlanta, GA-based Southern Engineering Company is planning to expand its 401(k) plan from four funds to eleven, a company spokesperson told the 401kWire. The move was made to offer plan participants more choice. Another official declined further comment...
401kWire.com - Monday, April 20, 1998 - Reader Rating: 3
Janus' Closing of Overseas Fund May Create an Opening in 401k Alliances
Janus closed its Overseas fund to new investors today in a lightning quick move. According to a release, the action is being taken in response to a quadrupling of assets since the end of 1996. The fund will remain open to participants in plans of current defined contribution clients, according to the report. Officials at the firm have not yet been available for comment...
401kWire.com - Monday, April 20, 1998 - Reader Rating: 3
Growth Pains at 401k Forum?
The 401kWire has learned that Nilesh Lakhani has departed his position as CFO at 401k Forum. Stephen Deschenes, president and chief operating officer at the 401k Forum, reports that Lakhani resigned for what he termed as "personal reasons". Deschenes also states that the Internet-based advisory firm is continuing its expansion. The firm has filled two newly created positions and been retained by Blue Shield of California...
401kWire.com - Monday, April 20, 1998 - Reader Rating: 3
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