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News Stories Archives - Since 1998
A 100-Year-Old AM Transforms a $146MM-AUM Fund The Gotham arm of a Swiss multinational is launching a traditional mutual fund to replace a longstanding private fund... MutualFundWire.com - Thursday, April 25, 2024 - Reader Rating: 5
A Commonwealth Alum Joins PRI The new hire started earlier this week and is based in Beantown... 401kWire.com - Thursday, April 25, 2024
Jayaraman Hires a C-Suiter In CT The new CRO comes in from a firm that has partnered with Congruent... 401kWire.com - Thursday, April 25, 2024
Fido, Bofa, and Voya Are Adding a TDF-Ret Income Combo The new offering comes from an asset management titan and involves a pair of insurers. 14 plan sponsors are planning to sign on, and the first one went live with the solution earlier this... 401kWire.com - Thursday, April 25, 2024
An Inaugural ETF Approaches $600MM In Less Than Six Months The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space... MutualFundWire.com - Thursday, April 25, 2024
Near Philly, a Sales Leader Joins Congruent The new hire previously worked with a Fidelity arm and FIS... 401kWire.com - Thursday, April 25, 2024
A 1.8MM-Participant RKer's Chief Exits A board member steps up as acting CEO while they hunt for a successor... 401kWire.com - Tuesday, April 25, 2023
Robot Overlord or Solution to Info Overload? M* Adopts AI During his opening keynote at the firm's 2023 conference, the chief unveils a new tool... MutualFundWire.com - Tuesday, April 25, 2023
A Senior ForUsAll Exec Goes to the KPA Side The New Englander recently signed on with a PE-backed KPA aggregator... 401kWire.com - Tuesday, April 25, 2023
Income America Makes Its 1st Managed Account Alliance A familiar ally is plugging the retirement income shop's offering into its managed account programs... 401kWire.com - Tuesday, April 25, 2023
Smart Re-Teams With a PEP-Supporting RKer Updated \| The British multinational's U.S. arm will serve as the PPP, while the RKer will also be the 3(16). Multiple 3(38)s will be available... 401kWire.com - Tuesday, April 25, 2023
Participation Keeps Falling ... Among Non-Auto-Enrolled Plans New provider research underscores the continued spread of auto plan features in the DC world... 401kWire.com - Tuesday, April 25, 2023
With $338MM, BondBloxx Leads The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, April 25, 2023 - Reader Rating: 5
A $113B Active Flows Collapse The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 25, 2022
A Retirement Training Guru Dies At 54 The former fundster and FA built out a business to support and train KPAs and other advisors... 401kWire.com - Monday, April 25, 2022 - Reader Rating: 5
Ascensus Gains a Cali RVP The new hire .. 401kWire.com - Monday, April 25, 2022
Empower Taps a 21-Year Pru Vet The exec most recently served as VP of key accounts... 401kWire.com - Monday, April 25, 2022
Week In Preview, April 25 - May 1 This week, the teams at the DoL, EBRI, Faegre Drinker, Fi360, FIS, Janus Henderson, PSCA, RPAG, Spark, and WIPN are hosting events... 401kWire.com - Monday, April 25, 2022 - Reader Rating: 5
Week In Preview, April 25 - May 1 This week, the teams at High Water Women and MFDF are hosting events, and several publicly traded asset managers are expected to release earnings reports... MutualFundWire.com - Monday, April 25, 2022
How to Pick an Aggregator More and more KPAs are partnering up to take their businesses to the next level... 401kWire.com - Thursday, April 25, 2019
A Giant Prepares to Tackle the Big Retirement Income Questions A publicly traded multinational's asset management arm is quietly testing a retirement income product... 401kWire.com - Thursday, April 25, 2019 - Reader Rating: 4
A Standard Vet Joins intellicents In Texas The company�s new branch in Dallas is part of a larger expansion effort... 401kWire.com - Thursday, April 25, 2019
At Spouting Rock, Coyne Keeps Hunting MFWire talks to the ex-Brinker vice chair about his new gig... MutualFundWire.com - Thursday, April 25, 2019
CapTrust Adds 96 People Fielding Miller and his team release their 2018 results... 401kWire.com - Thursday, April 25, 2019
A Multinational's CEO Weighs In On Asset Management M&A The exec talks to analyst on the publicly traded company's Q1 2019 earnings call... MutualFundWire.com - Thursday, April 25, 2019
A 10-Year Pru Vet is on Her Way Out The assistant director had been with the company in various roles since 2009... 401kWire.com - Thursday, April 25, 2019 - Reader Rating: 1.07
This Asset Manager's Public Parent Is Still On the Hunt The chief of a multinational asset manager's publicly traded parent confirms that he is still searching for acquisitions... MutualFundWire.com - Wednesday, April 25, 2018
A 20-year Russell Vet Moves On A director for Russell Investments is leaving the company... 401kWire.com - Wednesday, April 25, 2018
Schumm Names a Payroll Ally for Vestwell The robo-advisor has formed another partnership, this time in the HR benefits sector... 401kWire.com - Wednesday, April 25, 2018
Schoneman Promotes a 15-Year Vet TRA's new regional sales consultant has over 15 years of retirement and financial services experience... 401kWire.com - Wednesday, April 25, 2018 - Reader Rating: 3.67
A Fixed Income Titan Will Roost Next in Bat City A big asset manager officially unveils the location of its planned third U.S. office, expected to open this summer... MutualFundWire.com - Wednesday, April 25, 2018
Sparking More Cybersecurity Cooperation Among RKers To boost cybersecurity in the DC space, two nonprofits have teamed up... 401kWire.com - Wednesday, April 25, 2018
Former CEO of Voya Retirement Will Now Chair Audit Committee The former CEO of Voya Retirement has been appointed on this firm's Board of Directors..... 401kWire.com - Tuesday, April 25, 2017 - Reader Rating: 2.14
Hesselbirg Pitches a Gemini Evolution, Not a Revolution The mutual fund back-office and series trust provider's new chief lays out his vision, and introduces himself to clients and vendor allies... MutualFundWire.com - Tuesday, April 25, 2017
Dunham Swaps Subadvisors, But Sticks to Pay-for-Performance Fees San-Diego based subadvised shop, Dunham & Associates, just replaced the subadvisor for its largest fund... MutualFundWire.com - Tuesday, April 25, 2017
McConnell Gets the Vote Going for Acosta After waiting almost a month, the labor secretary nominee is one step closer to confirmation. .. 401kWire.com - Tuesday, April 25, 2017 - Reader Rating: 4
FRTIB Has a New Executive Director The Federal Retirement Thrift Investment Board (FRTIB) has just appointed a new executive director!.. 401kWire.com - Tuesday, April 25, 2017
Follow the Fundsters - April 25, 2017 Hires, fires, and the like!.. MutualFundWire.com - Tuesday, April 25, 2017
Wuelfing Prepares to Take His Next Conference Step The Spark founder is working on a new alliance. Stay tuned come September... 401kWire.com - Tuesday, April 25, 2017 - Reader Rating: 4.75
Is Macquarie Still an Acquirer in the U.S.? The Australian multinational's U.S. chief talks strategy shortly after the big U.S. rebranding... MutualFundWire.com - Tuesday, April 25, 2017
A Mile High, Exciting New Challenge for This KPA After years of service of Fidelity, this KPA is brimming with pride. .. 401kWire.com - Monday, April 25, 2016
A Multialternative Fund Pair Shuts Down An alt shop on the West Coast prepares to liquidate two mutual funds... MutualFundWire.com - Monday, April 25, 2016
An Award Winning KPA Turns to HSAs In addition to adding HSA components for clients, this KPA is looking to force recordkeepers hands. .. 401kWire.com - Monday, April 25, 2016
Empower Nabs a Global Tech Firm's 401k Plan Here's another win that went under the radar for Ed Murphy's team... 401kWire.com - Monday, April 25, 2016 - Reader Rating: 4.67
Ohl Expands Her Retirement Team with Two Industry Veterans Lincoln Financial Group adds two industry veterans... 401kWire.com - Monday, April 25, 2016 - Reader Rating: 3
LPL and Paychex Focus on Retirement Stakeholders The new partnership is designed to better serve KPAs, plan sponsors, and participants. .. 401kWire.com - Monday, April 25, 2016
Franklin's Retail Distro Chief Retires Tom Regner promotes a 20-year company veteran to fill the departing exec's shoes... MutualFundWire.com - Monday, April 25, 2016
MassMutual and Envestnet Expand Their Alliance New fiduciary protection services are being launched after a partnership with the Chicago-based wealth management solutions provider. .. 401kWire.com - Monday, April 25, 2016 - Reader Rating: 2
A Cashback Service for 401k Plan Participants Comes to Market A new 401(k) plan contribution service offers cash-back for retirement planners to build on their nest egg... 401kWire.com - Monday, April 25, 2016
This Midwest TPA Celebrates 20 Years in the Biz Following recent growth, this midwest third party administrator is seeking more opportunities to acquire producing TPAs as it celebrates 20 years in the retirement business... 401kWire.com - Monday, April 25, 2016 - Reader Rating: 5
Leary Hires a Top Voice for TIAA GAM A former bigwig at OpFunds takes over marketing at the freshly-rebranded asset manager... MutualFundWire.com - Monday, April 25, 2016
Are BlackRock and Fido Careening on the Straight and Narrow? The SEC is investigating large U.S. asset managers for doing things other than... well... U.S. asset management... MutualFundWire.com - Friday, April 25, 2014
10 Years of fi360 INSIGHTS The fiduciary training and tools specialists from outside Pittsburgh have come a long way since their first conference in Santa Fe back in 2005. What does fi360 offer retirement plan advisors today?.. 401kWire.com - Friday, April 25, 2014 - Reader Rating: 5
Aikin and Co. Showcase the Many Groups Under fi360's Bigger Tent After a whirlwind year of acquisitions, the fiduciary training specialists begin their tenth annual conference. Watch for some tweaks compared to past years... 401kWire.com - Friday, April 25, 2014
UBS Hires a Retirement Ops and Admin Head Jim Hausmann hires a 25-year industry vet to head up administration of the firm's institutional consulting and retirement programs... 401kWire.com - Friday, April 25, 2014 - Reader Rating: 4
GSAM's Quant Chief Reveals Plans for Westpeak Armen Avanessians, head of quant strategies at GSAM outlines to MFWire his firm's vision for the acquired firm. .. MutualFundWire.com - Friday, April 25, 2014
New Brinker Funds Get Nods from Custodial Platforms Several prominent custodial bank platforms are bringing on Brinker Capital's new alternative mutual funds... MutualFundWire.com - Friday, April 25, 2014
Merrill's DC Advisors Put On a New Face as Their Ranks Swell Joe Mrozek offers updates on the wirehouse's growing network of defined contribution advisors... 401kWire.com - Friday, April 25, 2014
ETC Receives SEC Blessing on Active ETFs After 18-months of work with regulators, Exchange Traded Concepts can now craft the funds for its clients.�.. MutualFundWire.com - Thursday, April 25, 2013
An Alts Shop May Grow its Sales Force by 50% Sales head wants to boost awareness, and appreciation, of firm's approach to volatility... MutualFundWire.com - Thursday, April 25, 2013
ASPPA Wins an Award The "Save My 401(k)" campaign has won a media award... 401kWire.com - Thursday, April 25, 2013
The PBS Assault on 401ks Triggers a Host of Responses Journalists and trade groups react to the Frontline special on retirement plans... 401kWire.com - Thursday, April 25, 2013
Great-West Keeps a 457 Plan The recordkeeper goes Cajun-style and renews a state contract... 401kWire.com - Thursday, April 25, 2013 - Reader Rating: 5
Three Things to Know from SEI's Earnings EPS up 46 percent thanks to overseas sale, infrastructure investments and advisor wins... MutualFundWire.com - Thursday, April 25, 2013
Fiduciary Benchmarks Expands in Connecticut and Oregon The benchmarking specialists add an office and staff... 401kWire.com - Thursday, April 25, 2013 - Reader Rating: 4
Three Things to Know From Waddell's Earnings Firm saw healthy sales growth in two channels... MutualFundWire.com - Thursday, April 25, 2013
Fidelity's Managed Accounts AUM Booms 50% Updated \| The Boston Behemoth touts the success last year of its Portfolio Advisory Service at Work... 401kWire.com - Thursday, April 25, 2013
Putnam Research Underscores the Importance of Workplace Savings Higher deferral rates still mean a more comfortable retirement... 401kWire.com - Thursday, April 25, 2013
Target Date Funds Will Feel Interest Rate Pain The WSJ worries about rising rates smiting those invested in the popular 401k default investments... MutualFundWire.com - Thursday, April 25, 2013 - Reader Rating: 5
An Oakmark PM Garners Plenty of Press Two investing decisions involving tech companies land Bill Nygren some pixels... MutualFundWire.com - Thursday, April 25, 2013
T. Rowe Considers a New Charm City HQ The firm is thinking of moving its headquarters in the next few years... MutualFundWire.com - Thursday, April 25, 2013
Hackers Are Still Attacking Charles Schwab Schwab website is still buggy from cyber attacks, reports InvestmentNews... MutualFundWire.com - Thursday, April 25, 2013
A Fidelity 403(b) Client Drops DWS An Ivy League school reduces its plan provider count... 401kWire.com - Wednesday, April 25, 2012 - Reader Rating: 1.5
Private Equity Pours $25MM Into an RKer A $1B-AUM firm that backed Financial Engines throws its weight behind an open architecture 401(k) provider... 401kWire.com - Wednesday, April 25, 2012 - Reader Rating: 3.33
A SoCal School District Rehires Valic The AIG subsidiary has served as the group�s provider for nearly six years... 401kWire.com - Wednesday, April 25, 2012
RiverNorth Adds Two Team Members Updated \| RiverNorth is adding two new members to its team... MutualFundWire.com - Wednesday, April 25, 2012
A Big Four Law Firm Wins a Fido Vet A Fidelity law vet has joined Ernst & Young... MutualFundWire.com - Wednesday, April 25, 2012
Columbia's Outflows Continued in Q1 Columbia experienced continued outflows in Q1... MutualFundWire.com - Wednesday, April 25, 2012
The Prosecution Accuses Hutcheson of Violating Release Terms The independent fiduciary may face new conditions for his release... 401kWire.com - Wednesday, April 25, 2012 - Reader Rating: 3
CPI Names Another Sales Chief The Cuna Mutual subsidiary promotes one of its own... 401kWire.com - Wednesday, April 25, 2012 - Reader Rating: 3
Invesco May Put Atlantic on the Block Top executives are reportedly mulling over a sale of the wealth management arm... MutualFundWire.com - Wednesday, April 25, 2012
ETC Lends a Hand with Mirae ETFs The South Korean asset manager is bringing some of its Canadian strategies across the border... MutualFundWire.com - Wednesday, April 25, 2012
Vanguard Move May Ignite Euro ETF Price War The indexing giant is taking the wraps off three ETFs as part of its expansion into London and some of the local observers see a price war looming... MutualFundWire.com - Wednesday, April 25, 2012
Pimco Plans an Inflation-Linked ETF The new fund will be make it an even half dozen active ETFs in Pimco's line-up... MutualFundWire.com - Wednesday, April 25, 2012
Ned Johnson Made Steve Jobs Look Like He Was Asleep The bold-faced names of Boston turned out to honor Fidelity builder Ned Johnson last night... MutualFundWire.com - Wednesday, April 25, 2012
Who Will Buy InvestLink? Bluff Point, which already divested from Matrix, may soon sell the recordkeeping software company... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 2
Which are the Best Mutual Funds on the Street? Financial media company TheStreet reveals its list of the best mutual funds and ETFs... MutualFundWire.com - Monday, April 25, 2011 - Reader Rating: 4
BlackRock Shakes Up Retirement The largest asset manager in the world is reconfiguring the way it approaches the 401k business... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 2.39
A Texas TPA Makes a New Hire And takes it current sales staff to five... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 4.8
Legg Mason Hires in the Southeast A pioneer wholesaler joins Legg Mason... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 1
MFS Brings a Sub-Advisor PM In-House The Sun Life subsidiary will say goodbye to a sub-advisor without saying goodbye to a PM... MutualFundWire.com - Monday, April 25, 2011 - Reader Rating: 1
Loch Orients B-Ds Around a New 401k AXIS The WMSI founder unveils his new offering from his new firm... 401kWire.com - Monday, April 25, 2011
Scout Wraps Up an Acquisition Scout officials first announced the deal in January... MutualFundWire.com - Monday, April 25, 2011
Mount Holyoke Picks an Exclusive Provider for its Two Plans And the winner is...... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 2
JPMorgan Serves Up a 'Spicy Cocktail' A newly launched mutual fund coming out of JPMorgan is featured in the Wall Street Journal Fund Track column... MutualFundWire.com - Monday, April 25, 2011
Lord Abbett is on the Hunt for a Wholesaler The Jersey City-based I-O player is adding a sixth person on its external sales force... 401kWire.com - Monday, April 25, 2011 - Reader Rating: 2.33
Strong Returns Didn't Stop Outflows From These Funds A columnist ponders the age-old indexing vs. equities debate and points to several actively-managed funds that didn't manage to translate their stock-picking prowess into inflows... MutualFundWire.com - Monday, April 25, 2011
Meet the Fidelity PM Who Dislodged Ken Heebner from the No. 1 Perch A wire service highlights a PM whose fund beat out 3,616 others over the past decade... MutualFundWire.com - Monday, April 25, 2011
BenefitStreet ReCap Rolls On Updated \| The shareholders of the outsourced recordkeeper stand up to be counted as they decide the fate of the firm. Meanwhile, the list of bidders for the remaining TPAs takes shape... 401kWire.com - Friday, April 25, 2008 - Reader Rating: 3.67
ING Retirement Exec Climbs A veteran at the provider moves up... 401kWire.com - Friday, April 25, 2008 - Reader Rating: 4.5
Schwab Makes Behind the Scenes Offers to YieldPlus Investors Schwab has been privately offering settlments to investors who lost money in its YieldPlus fund... MutualFundWire.com - Friday, April 25, 2008
Ivy Marketing Director Jumps to Eaton Vance Stephen Barrett has signed on to be the chief marketing officer at Eaton Vance... MutualFundWire.com - Friday, April 25, 2008
Thain Says No Deal to TPG John Thain has rebuffed an offer of capital from private equity giant TPG... MutualFundWire.com - Friday, April 25, 2008
AEGON Turns to a New Stable Value Chief The veteran leader of the wrapper passes on the reins of the $50 billion book of business. .. 401kWire.com - Friday, April 25, 2008
RS Fundholders Get Fair Funds The Fair Fund is slowly whittling itself down... MutualFundWire.com - Friday, April 25, 2008 - Reader Rating: 2
Lehman Earnings Suggest Long Road to Recovery Lehman Brothers is getting a reputation on the street as a cheap way for investors to place a bet on the recovery of the market, but the Journal thinks that reputation may not be deserved... MutualFundWire.com - Friday, April 25, 2008
Gabelli Son, Gabelli Funds COO in Hot Water over Market Timing Meanwhile, Gabelli Funds settled with the SEC, agreeing to plunk down $16 million... MutualFundWire.com - Friday, April 25, 2008
Western, Putnam Lose Portfolio Team Members The CIO of Western Asset Management is taking a leave of absence and a portfolio manager has departed Putnam... MutualFundWire.com - Friday, April 25, 2008
Connecticut 401k is One Step Closer The Connecticut Senate gave its thumbs up to the state's universal 401(k) bill on Thursday. The bill would create a state administered 401(k)-type program for small employers... 401kWire.com - Friday, April 25, 2008 - Reader Rating: 5
Schwab Pulls Stable Value Fund Mandate From Invesco Portfolio manager exodus led Schwab to pull the plug on a subadvisory mandate for a stable value fund. No mandate has been awarded yet. .. 401kWire.com - Wednesday, April 25, 2007
Authorities Arrest Man Who Mailed Bombs to Two Fund Firms A man who mailed pipe bombs to Janus and American Century is in custody. Profit, and a loose hold on reality, may have been his motive... MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 3.13
Campos Challenges Cox's Consensus Campaign Roel Campos, SEC Commission member, is throwing a wrench in Chritopher Cox's consensus campaign... MutualFundWire.com - Wednesday, April 25, 2007
Waddell & Reed Gets Good News in Q1 Results Waddell & Reed Financial, Inc., have released their first quarter results and the news is good... MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 2.75
Pru Gets Hip to Responsible Investing Three winning subadvisors will work with KLD Research to ensure that Prudential new family of Morally Responsible funds meet plan sponsors' expectations... 401kWire.com - Wednesday, April 25, 2007 - Reader Rating: 1
ERISA Council Gets Five New Faces The DOL appoints five industry pros for seats on the ERISA Advisory Council... 401kWire.com - Wednesday, April 25, 2007
Morgan Stanley Puts Suit to Bed Morgan Stanley has finally reached a settlement in the sex-bias lawsuit brought against it.. MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 3
DTCC Puts Succession Plan in Motion The Depository Trust & Clearing Corporation's board has elected two officials to new board positions... MutualFundWire.com - Wednesday, April 25, 2007
Stable Value Moves Come to Louisville A European bank poaches stable value managers for its new Kentucky office and a longtime stable value insider hangs up his spikes... 401kWire.com - Wednesday, April 25, 2007 - Reader Rating: 3
SEC Commish: Feds Should Trump States in Enforcing Fund Regs Is making state and federal securities enforcement laws more standardized a good idea?.. MutualFundWire.com - Wednesday, April 25, 2007
ICON Advisors Hires New VP Warren Mulhern is the new vice president of the institutional division at ICON Advisors... MutualFundWire.com - Wednesday, April 25, 2007
T. Rowe Breaks Its Target Fund Sales Record The latest figure smashed the record set during the previous quarter... 401kWire.com - Wednesday, April 25, 2007
WSJ Zeroes In On Auto 401ks Wednesday's Wall Street Journal devotes an article to the growing popularity of automatic 401(k)s... MutualFundWire.com - Wednesday, April 25, 2007
Another Values-Based Fund Enters the Market Another values based mutual fund is now in the market... MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 4
Fund Firms' Returns Nothing To Sneeze At While everybody's talking about the big money pulled in by hedgehogs thanks to II's Alpha Magazine list, fund firms have quietly been making money, too. .. MutualFundWire.com - Wednesday, April 25, 2007
Boomers Going Activist According to FRC Report Retirement income is preparing for a rocky future. The Boomers are smarter than most think and it looks like they're going to be taking a greater hand in securing their financial future... MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 3
Elite UBS Broker Group Gets New Retirement Chief One of the nation's elite groups of advisors gets a new boss. The group is one of a few at a wirehouse able to assume a fiduciary role. .. 401kWire.com - Wednesday, April 25, 2007 - Reader Rating: 5
Transamerica's VA Chief Takes Denver by Storm Transamerica's putting new talent into its variable annuities as the "annuity fix" dominates the industry... MutualFundWire.com - Wednesday, April 25, 2007
Bisys Group Sale Reportedly is "Snagged" Bisys Group may not be sold so quickly after all. Indeed the sale of the servicing firm may have hit a "roadblock" according to a published report... MutualFundWire.com - Wednesday, April 25, 2007 - Reader Rating: 3.34
Americans Are Overconfident About Retirement Savings, Study Finds Close to half of Americans feel they are doing enough saving on their own and thus do not feel the need to participate in company retirement plans, a new study found. .. 401kWire.com - Tuesday, April 25, 2006
Invesmart To Be Sold For $85M The deal involves approximately 3,400 retirement plans with assets under administration of more than $10 billion... 401kWire.com - Tuesday, April 25, 2006 - Reader Rating: 3
SunGard Readies 22c-2 Compliance Solution The firm will launch in the next few months an automated solution that will help recordkeeping intermediaries respond to fund company requests for trade details... 401kWire.com - Tuesday, April 25, 2006 - Reader Rating: 4
Comerica Mulls Sale of Munder Comerica Inc. is reportedly looking into the possibility of selling its money management subsidiary, Munder Capital Management... MutualFundWire.com - Tuesday, April 25, 2006
Waddell & Reed Reports Higher Q1 Earnings Waddell & Reed Financial Inc. on Tuesday said its first quarter profit rose 8 percent as the firm's financial advisors turned in their strongest quarterly gross and net sales results since 2001... MutualFundWire.com - Tuesday, April 25, 2006
BofA Sells Portland Trust Unit The deal should strengthen DPAs ties with the RIAs and plan sponsors now using the platform... 401kWire.com - Monday, April 25, 2005 - Reader Rating: 3.75
Wilmington Sees Strong DC Biz Growth The trust firm points to added partnerships as on reason for increased revenues... 401kWire.com - Monday, April 25, 2005 - Reader Rating: 3.5
Hill Dems Mulling Own Retirement Reforms After stealing the wind from President Bush, Congressional Democrats are looking at ways to reform the U.S. retirement system. Some reforms target 401k... 401kWire.com - Monday, April 25, 2005 - Reader Rating: 3
Cardin Accepts Spark Invite Congressman is the leader on pension issues on Capital Hill... 401kWire.com - Monday, April 25, 2005
Mellon HR&IS Adds Personal Return Data to Web The future unit of ACS is adding the individualized returns by using third-party software... 401kWire.com - Monday, April 25, 2005
Grasso Mulls Making Rival Offer for NYSE Rather than ending with last week's merger announcements, the battle of the exchanges may just be getting going. Indeed, the deal making may be just starting. The Wall Street Journal reported that former NYSE head Richard Grasso is working with ex-director and Home Depot chief Kenneth Langone to put together a rival offer for the NYSE... MutualFundWire.com - Monday, April 25, 2005
Jaffe: Funds Should Improve Writing Are fund industry leaders the new corporate bad guys? Personal finance columnist Chuck Jaffe certainly seems to think so. In his Sunday column, Jaffe argues regulators should not allow fund firms to offer electronic prospectuses in lieu of paper versions unless they "improve the quality" of the documents... MutualFundWire.com - Monday, April 25, 2005
Know Your Investigator Want (or need) to know what makes New York Times reporter Diana Henriques tick? Editor and Publish profiles the reporter who was a 2004 Pulitzer finalist for her reporting on the sales of fund products to members of the military. She is also the author of Fidelity's World... MutualFundWire.com - Monday, April 25, 2005
HSBC Puts UK Manager on the Block British bankers at HSBC are said to be looking for an "elegant and relatively painless solution" to get out of their investment in Framlington, a UK asset manager. Report that HSBC is shopping its 51 percent stake in the money manager was first reported in the London's Telegraph on Sunday. .. MutualFundWire.com - Monday, April 25, 2005 - Reader Rating: 4
Will 2003 Be A Good Year for Sales? After a strong start, demand in the much fought over mid-market fell off a cliff in March. Will it rebound?.. 401kWire.com - Friday, April 25, 2003 - Reader Rating: 4.5
Nationwide Broadens Broker Base The recent move by this key provider to extend a flexible payment structures to fee-based RIAs and CPAs likely will improve its ties to TPAs... 401kWire.com - Friday, April 25, 2003 - Reader Rating: 4
American Funds Finds 401k Shelf Space Easy to Come By The West Coast fund family has become all the rage in the small plan, bundled-401k market... MutualFundWire.com - Friday, April 25, 2003
Vanguard Targets Arbitrageurs with Extra Fee Investors in nine of the Vanguard international funds are facing a new redemption fee... MutualFundWire.com - Friday, April 25, 2003
Marsh Adds Approved 401k Partner The consultant will refer benefits clients to this bundled plan provider... 401kWire.com - Friday, April 25, 2003
Nationwide Launches Fee-based Payment Option The move is aimed at enhancing distribution of BEST of AMERICA retirement programs through RIAs and CPAs... 401kWire.com - Friday, April 25, 2003
Bank One Taps Goldman to Sell Unit Jamie Dimon puts the bank trust business on the block... 401kWire.com - Friday, April 25, 2003 - Reader Rating: 1
Midwest Provider Reaps Mid-mart Gains The head of mid-market efforts at this major provider gives kudos to his experienced staff. He also cites coverage of core markets and segments, and a no-nonsense strategic focus as reasons for the relative success of his group... 401kWire.com - Friday, April 25, 2003 - Reader Rating: 5
Banc One To Launch SMA Offering Look for 2004 to be the year when the bank jumps onto outside platforms... MutualFundWire.com - Friday, April 25, 2003 - Reader Rating: 5
Janus Defends Stillwell financial takes the stand at a quarterly meeting... MutualFundWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
Survey Finds Participants Are Still Confused Hancock survey finds that participants are not progressing toward their retirement goals... 401kWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
New Push on Wrap Accounts SEI continues its move on the high net worth space with a new separate account product... MutualFundWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
New Computer Language for Benefits The HR-XML has a demonstration of its benefits enrollment schema... 401kWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
Federated Investors Matched Estimates Domini publishes proxy voting guidelines ... Dow Jones and AXA sign agreement ... Federated Investors meets expectations ... Affiliated Managers Group notes drop in revenues ... Fido takes it to the Web... MutualFundWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
Federated Investors Matched Estimates Domini publishes proxy voting guidelines ... Dow Jones and AXA sign agreement ... Federated Investors meets expectations ... Affiliated Managers Group notes drop in revenues ... Fido takes it to the Web... 401kWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
No Cuts Yet But slowdown slows down new jobs at One Group... MutualFundWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
Vendors Still Harvesting the Web State Street and American Express launch two new separate Internet tools... 401kWire.com - Wednesday, April 25, 2001 - Reader Rating: 3
Billion Dollar Plan Considering Changes Big Cleveland sponsor on the lookout. .. 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
AIM Hires Again Seems like AIM is on a hiring spree, this time the focus is on institutional clients... MutualFundWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Great-West Adds Funds New funds are being added to the firm's 401k lineup giving more exposure to small- and mid-cap funds... MutualFundWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Great-West Adds Funds New funds are being added to the firm's 401k lineup giving more exposure to small- and mid-cap funds... 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Union Launches S&P 500 Index Fund In what it calls a first in the investment management industry, a labor union has launched a mutual fund for the investment needs of its membership... MutualFundWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Demands are Driving Financial Services The only thing we have to fear is fear itself, not self directed brokerage accounts... MutualFundWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Changing Demands are the Driving Factor The only thing we have to fear is fear itself, not self directed brokerage accounts... 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
April 25, 2000 Open door policy ... Emerging markets extinctions ... Trimark takeover talks ... IPO funds re-open ... SEC says that commissions are a conflict... 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
April 25, 2000 Open door policy ... Emerging markets extinctions ... Trimark takeover talks ... IPO funds re-open ... SEC says that commissions are a conflict... MutualFundWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Yes, You Can Be Too Aggressive Give the people the education to diversify, says Rekentahler. The New Economy is not the only game in town... 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
Union Launches Fund for Retirement The United Association of Journeymen and Apprentices of the Plumbing and Pipefitting Industry of the United States and Canada (UA) has launched the United Association S&P 500 Index Fund. The fund is designed to serve the long-term investment needs of the union's members, such as for retirement... 401kWire.com - Tuesday, April 25, 2000 - Reader Rating: 3
ADP Starts New 401k Division Automatic Data Processing, Inc. (ADP) of Roseland, New Jersey is consolidating its 401(k) services into one division, Mark Phillips, division vice president, told the 401kWire.com. The firm's goal is to enhance its service capabilities and increase its efficiency... 401kWire.com - Sunday, April 25, 1999 - Reader Rating: 3

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