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Charles Schwab Investment Management [view profile ]
211 Main Street  San Francisco  CA  94105  ph: 800-648-5300 

http://www.schwab.com  -  SEC Filings
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UPDATE 2 | McCann Sees Role Change at Merrill (2007)

News Stories Archives - Since 1998
DoL Rule Non-Delay Disappointment Spreads
The industry reacts to Alex Acosta's big wait and see news...
MutualFundWire.com - Tuesday, May 23, 2017
IBD Has a New ETF Voice
An Investor’s Business Daily veteran has switched from writing about stocks to ETFs...
MutualFundWire.com - Tuesday, May 23, 2017
Transamerica's Kais Makes a Cash Balance Alliance
Transamerica is partnering with a Texas-based investment strategy firm to offer this new retirement savings solution. ..
401kWire.com - Tuesday, May 23, 2017
Follow the Fundsters - May 23, 2017
Hires, fires and the like! ..
MutualFundWire.com - Tuesday, May 23, 2017
TIAA Addresses Soon-To-Be-Retirees
Looking at the retiring generation, this new survey reveals their outlooks on retirement savings. ..
401kWire.com - Tuesday, May 23, 2017
DoL Clarifies the Education-Advice Divide
The DoL just released guidance in its latest Q&A. ..
401kWire.com - Tuesday, May 23, 2017
Acosta Calls For Patience Amidst Fiduciary Rule Uncertainty
The labor secretary wrote an opinion piece expressing his views on the regulatory process. ..
401kWire.com - Tuesday, May 23, 2017
While Not Extending the Fiduciary Reg Delay, DoL Smiles on Clean Shares
Yet the new Labor Secretary is calling for more public input and leaves the door open to further changes or delays down the line...
MutualFundWire.com - Tuesday, May 23, 2017
A Boston Physicians Network Changes its 403b Provider
A Boston non-profit hospital made some change to its retirement plan provider. The changes affects more than 14,000 plan participants...
401kWire.com - Monday, May 23, 2016 - Reader Rating: 1
Voya's Nelson Reorgs Corporate Markets: The Fine Print
More changes for Charlie Nelson and his team...
401kWire.com - Monday, May 23, 2016 - Reader Rating: 4.5
Segal Expands In San Francisco
The consulting firm rehires a consultant from Mercer. ..
401kWire.com - Monday, May 23, 2016 - Reader Rating: 5
2016 ICI GMM In Pictures
About 1,500 fundsters gathered last week at the Washington Hilton for the Investment Company Institute's annual conference...
MutualFundWire.com - Monday, May 23, 2016 Views
Benna Cries Foul on KPA Fees
The 401(k) industry pioneer is asking the DoL for greater accountability from KPAs, and he's asking plan participants to take note. ..
401kWire.com - Monday, May 23, 2016 - Reader Rating: 4
FactSet Sells Market Metrics For Up to $175MM
The deal is slated to close this summer...
MutualFundWire.com - Monday, May 23, 2016 Views
An Eastern PA KPA Joins LPL
This KPA is one of several who have joined LPL in the first quarter of 2016...
401kWire.com - Monday, May 23, 2016
Trump Wins the Support of a Famed Fundster
A retired mutual fund industry entrepreneuer throws his weight behind the presumptive GOP nominee...
MutualFundWire.com - Monday, May 23, 2016 Views
Another Academic Denounces the (Ostensible) Misery of the 401(k)
...so get ready to brush up on your rebuttals, industry insiders...
401kWire.com - Friday, May 23, 2014
ICI GMM: Say Hello to my Little Friends
A review of some of the best swag at the ICI GMM 2014...
MutualFundWire.com - Friday, May 23, 2014 Views
ICI GMM: Distribution Honchos Discuss Winning Strategies and Challenges
Covering all the financial intermediaries out there, from a sales perspective is tough, but here is how some of the top distributors at major fund firms are going about it...
MutualFundWire.com - Friday, May 23, 2014 Views - Reader Rating: 5
Seen & Heard: ICI GMM 2014
Industry titans ate, drank and chatted about the future. Just don't call us SIFI...
MutualFundWire.com - Friday, May 23, 2014 Views
An Appeals Court Shuts the Door on a Fee Suit
An appeals court in St. Louis handed down a judgment on Tuesday denying both sides' appeals for a case rehearing. ..
401kWire.com - Friday, May 23, 2014 - Reader Rating: 1
Elite Advisors Control 54 Percent of the Business
The Retirement Research Inc. team releases their 2014 Retirement Markets report...
401kWire.com - Friday, May 23, 2014
Can Wirehouses Withstand the RIA Wave?
The RIA channel gathered more ETF and long-term mutual fund assets than the wirehouses in the first quarter. What does that mean for fund sponsors?..
MutualFundWire.com - Friday, May 23, 2014 Views
Three Things to Know From Eaton Vance's Earnings
In addition to some big bets paying off, Faust & Co. are seeing progress in three product areas...
MutualFundWire.com - Thursday, May 23, 2013 Views
Is ING U.S. an "Attractive Takeover Target"?
If one analyst is right, the freshly public U.S. arm of the Dutch multinational may find itself in new hands soon...
401kWire.com - Thursday, May 23, 2013 - Reader Rating: 1
A Freshly-Public Mutual Fund Parent May Not Stay So
If one analyst is right, this mutual fund, retirement plan and insurance provider may soon find itself with new ownership...
MutualFundWire.com - Thursday, May 23, 2013 Views
The DB-DC Performance Gap Persists
The recent gap narrowing reversed in 2011...
401kWire.com - Thursday, May 23, 2013 - Reader Rating: 3
Mercer Appoints a Chief for an Expanding Business
The delegated DC business gets a chief...
401kWire.com - Thursday, May 23, 2013 - Reader Rating: 5
A Burgeoning Servicer Breaks the Series Trust Mold
A new trust gives managers freedom to fire vendors. The servicer behind the trust is willing to wholesale for new funds...
MutualFundWire.com - Thursday, May 23, 2013 Views - Reader Rating: 4
Participant Balances Rise
A giant bundled provider sees increased balances year-over-year...
401kWire.com - Thursday, May 23, 2013
Another TD Retirement Exec Jumps to Schwab
The brokerage giant's RIA-focused unit adds another 401k veteran...
401kWire.com - Thursday, May 23, 2013 - Reader Rating: 1
One of Bill Miller's PMs Leaves Legg Mason
More ripples emerge from the folding-in of Clearbridge...
MutualFundWire.com - Thursday, May 23, 2013 Views
Will Equity Fundsters Face Another Black Swan?
The Nikkei experienced an unnerving plunge while U.S. markets' futures promise rough seas today...
MutualFundWire.com - Thursday, May 23, 2013 Views
Chinese Private Equity Buys Into the U.S. ETF Biz
A high-tech and financial company specialist buys a 22 percent in the ETF shop to expand its U.S. footprint...
MutualFundWire.com - Thursday, May 23, 2013 Views
Forbes Recognizes Abby's Power
The Fidelity exec is on a list of powerful female billionaires...
MutualFundWire.com - Thursday, May 23, 2013 Views
Bloomberg Smiles Upon Matthew 25
Everyone loves lists, a Bloomberg has a bunch today...
MutualFundWire.com - Thursday, May 23, 2013 Views
Mutual Fund Shops Outperform Their Funds
So writes InvestmentNews...
MutualFundWire.com - Thursday, May 23, 2013 Views
Maliz Beams in a Top Merrill Exec
The new ING hire will report directly to Beams...
401kWire.com - Wednesday, May 23, 2012 - Reader Rating: 3
A Retirement Income Cat Scan? Putnam Adds to LI Tool
The research folks at Putnam take a stab at predicting monthly health care expenses for 401k plan savers...
MutualFundWire.com - Wednesday, May 23, 2012 Views
McNabb Cuts More Fees
Vanguard is cutting out the contingent redemption fees on 19 equity index funds and 14 actively managed funds...
MutualFundWire.com - Wednesday, May 23, 2012 Views
A 401k Participant Sues Jamie Dimon
An ex-J.P. Morgan employee accuses bank execs of failing to prevent 401k losses...
401kWire.com - Wednesday, May 23, 2012 - Reader Rating: 3.5
Eaton Vance Misses
The Boston firm reported results for its fiscal Q2...
MutualFundWire.com - Wednesday, May 23, 2012 Views
Davey Boosts a Key Channel for the Hartford
Nine new positions have been added to Eck's team..
MutualFundWire.com - Wednesday, May 23, 2012 Views
Hartford's Eck Adds I-O Execs
The Hartford is moving forward with building its DC-IO shop...
401kWire.com - Wednesday, May 23, 2012 - Reader Rating: 4.33
A Retirement Income Cat Scan? Putnam Adds to LI Tool
The research folks at Putnam take a stab at predicting monthly health care expenses for 401k plan savers...
401kWire.com - Wednesday, May 23, 2012 - Reader Rating: 1.5
Larry Fink Holds A Sale
Blackrock company has issued $1.5 billion of bonds at its lowest coupons on record...
MutualFundWire.com - Wednesday, May 23, 2012 Views
Bill Gross Has $1B New Reasons to Smile
How is the Pimco Total Return ETF doing so far?..
MutualFundWire.com - Wednesday, May 23, 2012 Views
Sapir Claims Another First for ProShares
A new ETF aims to cover new ground...
MutualFundWire.com - Wednesday, May 23, 2012 Views
Introducing American Funds of Funds
Eight new Capital Group offerings debut...
MutualFundWire.com - Wednesday, May 23, 2012 Views
Coming Soon to Participants' Smartphones: Relius
The SunGard Relius team adds mobile capability for the first time...
401kWire.com - Wednesday, May 23, 2012 - Reader Rating: 1.67
Reorg Spells New Roles for Legg Mason Execs
Global head of distribution Joe Sullivan unveils the leadership structure of his unit...
MutualFundWire.com - Monday, May 23, 2011 Views
ADP Looks for Help in the Northwest
The payroll giant has an open position in Portland...
401kWire.com - Monday, May 23, 2011
OppFunds Agrees to Settle Class Action Suits for $100 Million
The MassMutual-subsidiary signs on to a pair of proposed settlements...
MutualFundWire.com - Monday, May 23, 2011 Views
Columbia is Now in the ETF Business
Columbia completes its acquisition of Grail Advisors...
MutualFundWire.com - Monday, May 23, 2011 Views
Lincoln Rolls Out a New Retirement Tool
The tool is designed to help participants in different phases of their retirement planning...
401kWire.com - Monday, May 23, 2011 - Reader Rating: 5
Hartford Sells Another 'Non-Core' Biz
The insurer will record a $70-million charge related to the deal...
MutualFundWire.com - Monday, May 23, 2011 Views
J.P. Morgan Names a Marketing Chief
Who hails from Legg Mason...
401kWire.com - Monday, May 23, 2011 - Reader Rating: 5
Astor Preps a Pair of Mutual Funds
The launch will bring the Chicago firm's mutual fund count to three...
MutualFundWire.com - Monday, May 23, 2011 Views
LPL Reveals a Prize Retirement Hire
Updated | The godfather of indie B-Ds names a successor for Bob Francis...
401kWire.com - Monday, May 23, 2011 - Reader Rating: 1.5
A Mutual Fund Chief Lands on Innovators List
The fund chief is named one of the 30 most innovative people in Massachusetts...
MutualFundWire.com - Monday, May 23, 2011 Views
UBS's McCann Responds to the Deal Rumors
The head of UBS wealth management in the Americas speaks out on TV...
MutualFundWire.com - Monday, May 23, 2011 Views
Fidelity's Head Marketer to Address the Ad Club
Jim Spheros will talk about Fidelity's green line ad campaign in Cambridge tomorrow morning...
MutualFundWire.com - Monday, May 23, 2011 Views
Survey Says: Women are More Likely to Buy Mutual Funds
The findings of a recent survey by Mintel Group was picked up by WSJ's Karen Blumenthal over the weekend...
MutualFundWire.com - Monday, May 23, 2011 Views
Allianz Hires SEC Vet
Alliance Global Investors has tapped an SEC vet as executive vice president in charge of legal compliance...
MutualFundWire.com - Friday, May 23, 2008 Views
NYSE Euronext Appoints a New CFO
NYSE Euronext has tapped a new finance chief...
MutualFundWire.com - Friday, May 23, 2008
Matrix Preps 401k Portal
The Denver firm is close to unveiling a portal for TPAs and advisors...
401kWire.com - Friday, May 23, 2008 - Reader Rating: 4.67
Sentinel is Hiring for Two New Posts
After promoting Bruce Hoffmann to chief marketing officer, Sentinel is looking for two new hires to fill his shoes...
MutualFundWire.com - Friday, May 23, 2008 Views
Morgan Stanley Taps Ex-Marsh Exec for a New Role
The company continued to focus on its alternative investments with a recent hire...
MutualFundWire.com - Friday, May 23, 2008 Views - Reader Rating: 1
A Merrill Alum Moves from Marsh to Morgan Stanley
A one-time Merrill Lynch retirement exec has landed at Morgan Stanley...
401kWire.com - Friday, May 23, 2008 - Reader Rating: 3.5
A Tennessee TPA Looks to Help Others Manage Customers
A firm with its own daily-val recordkeeping business ramps up its outsourcing support. ..
401kWire.com - Friday, May 23, 2008 - Reader Rating: 5
JPMorgan Speaks Out on Bear Active ETF
JPMorgan has finally commented on what it will be doing with the active ETF it is inheriting from Bear Stearns...
MutualFundWire.com - Friday, May 23, 2008 Views - Reader Rating: 1
Fidelity is Hiring Strong in Hong Kong
Fidelity International has filled two senior posts in Asia and is on the hunt for a senior manager...
MutualFundWire.com - Friday, May 23, 2008 Views
JPMorgan Axes 200 Jobs
JPMorgan has reportedly nixed at least 200 jobs in its investment banking unit over the past two days...
MutualFundWire.com - Friday, May 23, 2008 - Reader Rating: 1
Lipper Adds Retirement Planning Tool to Repertoire
Lipper has further expanded its presence in the global retirement marketplace with the launch of Lipper Retirement Insight...
MutualFundWire.com - Wednesday, May 23, 2007 Views
Pru Retirement Execs Pinpoint Focus Areas
The executive in charge of the New Jersey-based firm's DC and DB businesses talks to The 401kWire about the provider's "refined go-to-market strategy."..
401kWire.com - Wednesday, May 23, 2007
Montana Tweaks 457 Fund Lineup
The Montana Public Employees Retirement Board removed a fund from the menu of investment options in the state's $260-million 457 plan...
401kWire.com - Wednesday, May 23, 2007
Study Details Coming DB Shakeout
New research from a consulting giant predicts that half or more of pension assets will freeze or terminate within five years...
401kWire.com - Wednesday, May 23, 2007
DoL Says Sponsor Cut Plan Cable
The regulatory agency files a lawsuit against a defunct Centennial-State firm for allegedly abandoning its DC plan. ..
401kWire.com - Wednesday, May 23, 2007
Investors of Defunct Hedge Fund Target Prime Brokerage
A fallen hedge fund is exposing the dirty little secrets of the prime brokerage world...
MutualFundWire.com - Wednesday, May 23, 2007
Getting on the Good Side of 401k Gatekeepers
A new paper from a Boston consulting firm offers suggestions on how asset managers can navigate the DC-IO landscape...
MutualFundWire.com - Wednesday, May 23, 2007 Views - Reader Rating: 2.83
BISYS Pays $25 Million to Settle SEC Case
BISYS has agreed to pay $25 million to settle a case filed against it by the SEC...
MutualFundWire.com - Wednesday, May 23, 2007 Views
Barclays Adds iPath ETN
Barclays Bank PLC and the Chicago Board Options Exchange have jointly introduced the iPathSM CBOE S&P 500 BuyWrite Index Exchange Traded Note...
MutualFundWire.com - Wednesday, May 23, 2007 Views - Reader Rating: 2.33
Southwestern RIA Adds Consultant
The Grand Canyon State firm hires a DC specialist from a Midwestern provider. ..
401kWire.com - Wednesday, May 23, 2007
Outsourced Recordkeeper Takes On Total Retirement
A top-five provider unleashes a bundled DB-DC solution. ..
401kWire.com - Wednesday, May 23, 2007 - Reader Rating: 4.32
NASD to Fund Firms: Some Client Wooing Is OK
A new amendment proposed by the NASD would give fund firms more leeway in wooing potential clients...
MutualFundWire.com - Wednesday, May 23, 2007 Views
Matrix Buys Into Wealth Management Research Firm
Matrix has purchased a majority stake in a firm providing research, due diligence and technology offerings for wealth management...
401kWire.com - Wednesday, May 23, 2007 - Reader Rating: 3.75
Van Eck Hopes to Expand ETFs to Lucky Seven
The commodities fund specialists at Van Eck have some unique ETFs in the works. Both new Market Vectors are based on non-U.S. indices...
MutualFundWire.com - Wednesday, May 23, 2007 Views - Reader Rating: 3.26
What Tricks Does Fidelity Anywhere Have Up its Sleeves?
Fidelity's chief wireless officer gives some hints during a conventon address of what is next out of the Boston Behemoth's wireless technology skunk works...
MutualFundWire.com - Wednesday, May 23, 2007 Views
PSCA Blasts PBS' Frontline
The recent episode on retirement could negatively affect retirement savings in the US, the trade group says...
401kWire.com - Tuesday, May 23, 2006
JPMorgan Launches Target Date Funds
JPMorgan Funds, subsidiary of JPMorgan Asset Management, is adding its own new funds geared towards retirement planning...
401kWire.com - Tuesday, May 23, 2006
New Publication Provides Money Fund Data, Analysis
More competition is coming to the money fund information business. Longtime data provider iMoneyNet and its flagship publication, Money Fund Report, face a rival in the form of newly formed Crane Data LLC and its initial publication, Money Fund Intelligence...
MutualFundWire.com - Tuesday, May 23, 2006 Views
Company's TPA Software Improves With Age
A Long Island provider of record-keeping technology has officially launched a series of enhancements compiled over seven years of service. ..
401kWire.com - Tuesday, May 23, 2006 - Reader Rating: 1
Seen and Heard at ICI
Predictions, politics, praise and even impersonation were all part of the 48th annual ICI general membership meeting in Washington, D.C. last week, themed "Creating Shareholder Value."..
MutualFundWire.com - Tuesday, May 23, 2006 Views - Reader Rating: 1.5
RolloverSystems Broadens Platform
An asset management firm has joined the roster of IRA providers on the network...
401kWire.com - Tuesday, May 23, 2006
Thornburg Bucks Lifestyle Trend, Offers New Global Fund
Lifestyle and lifecycle funds are all the rage these days in the mutual fund industry, but not everyone is hopping on the bandwagon. Ken Ziesenheim, president of Thornburg Securities, is happy to buck the trend...
MutualFundWire.com - Tuesday, May 23, 2006 Views
Morgan Stanley Fund to Change Names, Focus
Morgan Stanley Investment Management filed a prospectus with the SEC last Thursday, proposing that the Morgan Stanley Information Fund be renamed the Morgan Stanley Technology Fund. Ironically, the original Morgan Stanley Technology Fund was merged into the Morgan Stanley Information Fund back in 2003, after tech stock environment turned sour...
MutualFundWire.com - Tuesday, May 23, 2006 Views
Fidelity Fixes Filing Errors
Fidelity on Monday filed a revised 13-F form for the first quarter of 2006, after accidentally failing to include some holdings in the original SEC filing, reported Reuters...
MutualFundWire.com - Tuesday, May 23, 2006 Views
Fund Expense Ratios Continue To Head South
Fund expense ratios continued their downward trek in 2005, according to a study by investment research firm Morningstar. The decline marked the second year in a row of falling fees...
MutualFundWire.com - Tuesday, May 23, 2006 Views
Arizona Sponsor Mulls Auto-Enrollments
A retailer may alter its plans if Congress acts...
401kWire.com - Monday, May 23, 2005
GOP House Leader May Have Cut Deal with Insurers
Ways and Means Committee Chairman Thomas will add annuity conversion to Social Security bill in exchange for insurance industry support. ..
401kWire.com - Monday, May 23, 2005 - Reader Rating: 4
FRC: Recordkeepers Are Adding Retirement Income Product Related Jobs
Retirement income is the hot area, but providers see some dangers, according to a new FRC report. All DC recordkeepers say they are allocating people to the opportunity...
401kWire.com - Monday, May 23, 2005 - Reader Rating: 4
Hub Group
A new set of auditors are getting a look at the Hub Group's 401k plan...
401kWire.com - Monday, May 23, 2005
ABC News Seeks 401k Participants
The news gatherer is looking for people willing to talk on air about their retirement experiences. Let's hope that they are good ones...
401kWire.com - Monday, May 23, 2005 - Reader Rating: 2.5
Principal CEO Highest Earner in Iowa
It may be the case of a big fish in a small pond (no offense to Iowans intended), but Principal CEO J. Barry Griswell can boast that he made more than anyone else in his home state last year...
401kWire.com - Monday, May 23, 2005 - Reader Rating: 3
Guardian Targets Whole Life at Non-Qual Prospects
The insurer hopes the new product will appeal to micro-market employers seeking ways to create retirement savings for principals. ..
401kWire.com - Monday, May 23, 2005
Educator Plan Sales Lead?
There may be an opportunity coming in New Jersey...
401kWire.com - Monday, May 23, 2005
New Oil ETF Gains Attention, But Little Scrutiny
While fund industry mainstays beg for attention, little-known advisor to the Ameristock fund is getting attention for its newest fund. The Wall Street Journal even gives Standard Asset Management, Ameristock's advisor, a hug with positive coverage of a planned ETF that will track the price of crude oil. Interestingly, the WSJ report notes that the SEC may be a while in approving the fund, but fails to inform investors of Standard Assets' small size, idiosyncratic history and lack of track record in running ETFs...
MutualFundWire.com - Monday, May 23, 2005 Views
Ex-Wholesaler Sues Deutsche Bank
The former sales manager alleges that DB made him take the fall for market timing...
MutualFundWire.com - Monday, May 23, 2005 - Reader Rating: 3
GOP Senators Troubled by SEC's Donaldson
The SEC head battles criticism during a hearing of a Senate committee...
MutualFundWire.com - Monday, May 23, 2005 Views - Reader Rating: 5
Vendor Adds Ibbotson to Client-base
Financial Information Group has landed a new client for its core database product, as it continually upgrades its line-up...
MutualFundWire.com - Friday, May 23, 2003 Views - Reader Rating: 5
BISYS Builds Scale
An EVP at the process-outsourced solutions provider offers insights into the current wave of consolidation...
401kWire.com - Friday, May 23, 2003 - Reader Rating: 4.4
Industry Vet Officially Joins Tarbox
This discretionary account-management specialist has officially hired a long-time collaborator...
401kWire.com - Friday, May 23, 2003
Software Vendor Lands Natl Sales Exec
New Jersey-based Financial Information Group is adding sales pros as it strives for further growth...
MutualFundWire.com - Friday, May 23, 2003 Views - Reader Rating: 5
Social Funds Focus On Corp Board Diversity
Socially-responsible fund firms are crafting a model for corporate nominating and governance committees to ensure diversity in the board room...
MutualFundWire.com - Friday, May 23, 2003 Views
Senate Passes Tax Bill
The Senate has just passed the tax bill, which includes an amendment to change the laws concerning DC plans...
401kWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
New VPs
CSFBdirect has added a new slate of executives to its sales force...
MutualFundWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
Fast Cash Won't Last
New survey finds that participants would rather get cash out of their 401k plans than seeking other options, such as a rollover IRA...
401kWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
State Street Gets a PAS
The firm has pulled a back office fund accounting deal with DST...
MutualFundWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
A Rose by Any Other Name
TeamVest changes its name and enters into an alliance with Pyramid...
401kWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
May 23, 2001
How much is Magellan worth to Fidelity? At least $710.3 million this year...
MutualFundWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
The Axe at Goldman Sachs
Grandhi at Deutsche Bank ... Salomon no longer a brand name at Citigroup ... Layoffs of investment bankers ... Reorganization of Vanguard funds...
MutualFundWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
The Axe at Goldman Sachs
Grandhi at Deutsche Bank ... Salomon no longer a brand name at Citigroup ... Layoffs of investment bankers ... Reorganization of Vanguard funds...
401kWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
Kinetics Moves on B/Ds
Targeting intermediary sales through broker-dealers, the firm has added two wholesalers and seeks a third to support the efforts...
MutualFundWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
CitiStreet Hits Home Run
The vendor nabs a giant DC plan...
401kWire.com - Wednesday, May 23, 2001 - Reader Rating: 3
Managers Acquire Smith Breeden Funds
The Managers Funds has signed an agreement to acquire the three retail Smith Breeden Funds, with Breeden staying on as sub-advisor...
MutualFundWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
Fleet Cranks Up A New Sponsor
New York company hoists Fleet on board to manage its 401(k) plan...
401kWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
Survey Says Funds Sharing Data
KPMG's annual ICI survey found that 34% of of the investment companies surveyed were providing customer information to non-affiliated third parties...
MutualFundWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
MassMutual Names New Consultant Contact
Bill Noyes to handle sales to the consultant community...
401kWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
MainStay Appoints Sales Head
The former head of US Sales for Deutsche Bank, cut loose after Deutsche bought Bankers Trust, has found a home with New York Life's MainStay Funds...
MutualFundWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
New Prez at TeamVest
The advice firm and administrator turns to Intuit for an executive to manage its restructuring...
401kWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
Pru MD Joins Lord Abbett
A former Prudential mid- and large- cap value manager has moved upstate to Lord Abbett to join its large cap value investments team...
MutualFundWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
May 23, 2000
SEC gets serious about redemption fees ... Barclays bash...
401kWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
May 23, 2000
SEC gets serious about redemption fees ... Barclays bash. ..
MutualFundWire.com - Tuesday, May 23, 2000 - Reader Rating: 3
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