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News Stories Archives - Since 1998
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Building a Culture Worth Sticking Around For
My colleague Andrew shares culture building insights from several industry insiders...
401kWire.com -
Thursday, April 27, 2023
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Pimco Versus the Hushed Whispers of Recession
A C-suiter at the fixed income titan looks into his crystal ball...
MutualFundWire.com -
Thursday, April 27, 2023
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ERP Buys a 600-Plan TPA In the Midwest
The deal closed earlier this month and adds a 15-person team to the 21-year-old shop...
401kWire.com -
Thursday, April 27, 2023
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A $126B-AUC Trustodian Rebrands
The new name will debut Monday as a part of a broader rebranding that started last November...
401kWire.com -
Thursday, April 27, 2023
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Fields and Williams Join a KPA RIA's Ownership Group
The Pacific Northwest shop remains 100-percent employee-owned...
401kWire.com -
Thursday, April 27, 2023
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Active Outflows Jump By $51B, But ...
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 27, 2023
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A 5-Year C-Suiter Leaves NWPS
Word is that the retirement plan industry veteran is retiring...
401kWire.com -
Thursday, April 27, 2023
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A $2.4B-AUM Shop Adds Two Funds
A team in the Mid-Atlantic is rolling out a pair of new, active ETFs...
MutualFundWire.com -
Wednesday, April 27, 2022
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FinWellness Programs May Be Key to Alleviating Inflation Fears
New provider research underscores the participant impact of financial wellness programs...
401kWire.com -
Wednesday, April 27, 2022
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A Goldman Alum Joins a $291B-AUA Firm's C-Suite
Her predecessor left the managed accounts giant last fall...
401kWire.com -
Wednesday, April 27, 2022
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DoL's Walsh Calls For Input On Three 401k Issues
The Secretary of Labor came to the Big Apple earlier this week to kick off a new series of roundtable discussions, and 2 DC I-O bigwigs were among the official attendees...
401kWire.com -
Wednesday, April 27, 2022
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An NYC Shop Bets On Carbon Offsets and Transformation
The fund firm is rolling out a pair of new funds, both focused on different aspects of tackling climate change...
MutualFundWire.com -
Wednesday, April 27, 2022
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How Will Fidelity Tackle In-Plan Crypto?
Here are some more details on the Boston Behemoth's plan to add bitcoin to 401(k) plans...
401kWire.com -
Wednesday, April 27, 2022
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Reader Rating: 5
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Four Years In, an MD Rises at a $3.9B-AUM Fixed Income Shop
The exec serves in the firm's sales and marketing unit...
MutualFundWire.com -
Tuesday, April 27, 2021
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A Rebranding RKer Adds a Legal and External Affairs Chief
Updated | The new hire previously spent 14 years at ING and Voya...
401kWire.com -
Tuesday, April 27, 2021
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A 32-Year-Old TPA Sells
A PE-backed acquirer buys a firm that supports about 800 plan sponsors...
401kWire.com -
Tuesday, April 27, 2021
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Reader Rating: 3
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For ESG, an Online RKer Builds a Vanguard Lineup
The pre-filled menu includes two mutual funds and three ETFs...
401kWire.com -
Tuesday, April 27, 2021
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Reader Rating: 1
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MMF Inflows Jump 48 Percent
The M* team updates U.S. flows data for March 2021 for money market mutual funds...
MutualFundWire.com -
Tuesday, April 27, 2021
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After a Big 2020, a Roboadvisor's 401k Team Expands
Watch for them to add about 10 more people in Q2, then more in Q3 and Q4...
401kWire.com -
Tuesday, April 27, 2021
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After 12 Years, an Allianz MD Departs
The exec is based in the Gotham area...
MutualFundWire.com -
Monday, April 27, 2020
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A Nebraska KPA Team Finds a New Frontier
They're joining another Midwestern shop...
401kWire.com -
Monday, April 27, 2020
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OneAmerica and TPSU Team Up Online
The recordkeeper is offering plan sponsors online education...
401kWire.com -
Monday, April 27, 2020
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Reader Rating: 5
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Three-Quarters of Participants Would Consider This
New research highlights generational differences when it comes to interest in a certain hot type of product for DC plans...
401kWire.com -
Monday, April 27, 2020
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Hancock Waives a Trio of Fees
The Beantown RKer's team is also trying to simplify online enrollment and withdrawals...
401kWire.com -
Monday, April 27, 2020
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Then a Public MF Shop Turned Down Stimulus Funds
The asset manager previously expected to receive $6.7 million in loan assistance, yet they withdrew their applications on Thursday...
MutualFundWire.com -
Monday, April 27, 2020
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Is This Real Estate Finance Ally's Match Safe?
Word is that the CEO said they were suspending their 401(k) match, but .....
401kWire.com -
Monday, April 27, 2020
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Morgan Stanley Dominates This 2018 Awards List
Also, an Atlanta based team moves up from second place in 2017 on this year's Top 50 Institutional Consultants. ..
401kWire.com -
Friday, April 27, 2018
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More Than 50 TPAs Converge on Austin
A longtime TPA ally is hosting a new conference next week...
401kWire.com -
Friday, April 27, 2018
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Reader Rating: 4.33
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A DC I-O Bakes Fi360 Into Two Product Suites
A fiduciary training and tools specialist teams up with a publicly traded asset manager...
401kWire.com -
Friday, April 27, 2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com -
Friday, April 27, 2018
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Next Week a KPA Ally Will Launch Its Wellness Program
The RIA/super-OSJ has been rolling the program out to its affiliates over the last month, and the system will turn on next Tuesday...
401kWire.com -
Friday, April 27, 2018
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Americas Outflows Drove an Asset Manager's Rough IPO Quarter, But ...
This side of the pond accounted for half of the firm's net outflows in Q1 2018...
MutualFundWire.com -
Friday, April 27, 2018
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How Certified Are You?
For experienced KPAs like yourselves, how do you differentiate yourself from a "fake" KPA who thinks they know about working with clients? What credentials are you bringing to the table? ..
401kWire.com -
Thursday, April 27, 2017
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A $7-Billion TAMP Makes an SMA Ally and Vets More
A Kentucky-based TAMP launches an SMA Program with premier partner Meeder Investment Management...
MutualFundWire.com -
Thursday, April 27, 2017
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The White House is Sending Mixed Signals on Tax Reform and Retirement
Just when it seemed like retirement savings were safe from tax benefits cuts... ..
401kWire.com -
Thursday, April 27, 2017
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Reader Rating: 4.67
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Maine-based Retirement Plan Services Company is Acquired
Downeast Pension Services has recently been acquired. ..
401kWire.com -
Thursday, April 27, 2017
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Reader Rating: 3
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John Hancock Promotes a Sales Exec
The firm recently appointed a sales executive for the Washington D.C. region. ..
401kWire.com -
Thursday, April 27, 2017
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Reader Rating: 1.24
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EBSA Plans to Conduct Retirement Surveys
The Employee Benefit Securities Administration just submitted a request to conduct surveys on American households regarding how they save for retirement. ..
401kWire.com -
Thursday, April 27, 2017
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The New Fund Fuss - April 27, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, April 27, 2017
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TD Ameritrade Makes a Strategic Deal With DFA
The RIA custodian dramatically cuts the price of trading shares of one mutual fund shop...
MutualFundWire.com -
Thursday, April 27, 2017
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Donnelly Annoints a TIAA Nuveen DC I-O NSM
A hectic three months of reorganization, acquisitions and people moves continues. ..
401kWire.com -
Wednesday, April 27, 2016
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Reader Rating: 4.5
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Two School Plans in Missouri Need a RKer
The plans are also in the process of converting to a single vendor model. ..
401kWire.com -
Wednesday, April 27, 2016
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A Dozen Fund Firms Win in Gotham
Last night hundreds of fundsters gathered for an annual industry awards dinner in the Big Apple...
MutualFundWire.com -
Wednesday, April 27, 2016
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Reader Rating: 5
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TRA Hires in the Eastern Midwest
The new hire previously worked with Ohio National ..
401kWire.com -
Wednesday, April 27, 2016
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Reader Rating: 4
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The Term 'Participant Engagement' was Vague, Until Now
NARPP's 2016 Participant Trust & Engagement study analyzes the true concept of participant engagement...
401kWire.com -
Wednesday, April 27, 2016
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Customer Service Drives OneAmerica
The Indianapolis-based firm also points to plan sponsor retention. ..
401kWire.com -
Wednesday, April 27, 2016
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Reader Rating: 4.2
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Davies Brings Back Another AB DC I-O Vet
Like his boss, the returning exec spent his intervening years at Russell...
401kWire.com -
Wednesday, April 27, 2016
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Reader Rating: 5
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William Blair Will Shutter a 4.5-Year-Old Fund
In June, the Chitown investment bank's mutual fund arm will liquidate a value fund...
MutualFundWire.com -
Wednesday, April 27, 2016
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Principal Answers Common DoL Questions from KPAs
Principal Financial Group partners with an employee benefits law group to assist 401(k) plan advisors...
401kWire.com -
Wednesday, April 27, 2016
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Pru Helps Hospitals Retain Top Employees
Approximately 69 percent of hospital executives see strategic talent management as a top priority. Prudential Retirement can help with that.....
401kWire.com -
Wednesday, April 27, 2016
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Reader Rating: 4
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Waddell Cuts Costs By Ten Percent
And that means layoffs...
MutualFundWire.com -
Wednesday, April 27, 2016
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A NJ RIA Appoints a KPA Chief
A New Jersey hybrid RIA just appointed its 401(k) plan advisor (KPA) chief to lead its DC efforts...
401kWire.com -
Monday, April 27, 2015
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Reader Rating: 3
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CA County Changes DC Fund Lineup
San Bernardino County consolidates its defined contribution lineups. ..
401kWire.com -
Monday, April 27, 2015
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Cardin Among Senate Dems Worried by DoL Regs
The DoL's proposed fiduciary regs could be undone by Congress if the White House loses support in the Senate...
401kWire.com -
Monday, April 27, 2015
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Deutsche's 5-Year Decision For Asset & Wealth Management
The German multinational bank unveils the "next phase" of its strategy, through 2020. Here's how its asset management arm fits in...
MutualFundWire.com -
Monday, April 27, 2015
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Crawl, Walk, Run: a $10B Subadvised Shop Spreads Its Wings
A 14-year-old mutual fund family in Texas with a previously niche reach is now expanding its focus to the wider RIA channel and beyond...
MutualFundWire.com -
Monday, April 27, 2015
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TDFs Will Soon Cost Less for Plan Sponsors
Custom Target Date Funds are becoming more accessible, as technology improves...
401kWire.com -
Monday, April 27, 2015
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Tom Perez Calls Off Comment Period Extension
The DoL ruling continues to unfold.. ..
401kWire.com -
Monday, April 27, 2015
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John Hancock's Carroll Welcomes a PA Wholesaler
The insurer's 401(k) recordkeeping side names a wholesaler to cover the Pittsburgh area...
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401kWire.com -
Monday, April 27, 2015
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Aspire Appoints a Retirement Plan Consultant
A retirement plan consultant has been promoted at the open architecture recordkeeper!..
401kWire.com -
Monday, April 27, 2015
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Reader Rating: 2
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$86MM 457 Plan Needs a Bundled Provider
The City of Plano is searching for a sole provider for administration, recordkeeping, education, and investment management services. ..
401kWire.com -
Monday, April 27, 2015
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T. Rowe's Cover Adds Three Wholesalers
The Maryland-based DC I-O, T. Rowe Price, is expanding its distribution services team...
401kWire.com -
Monday, April 27, 2015
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Reader Rating: 5
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This TV Star Almost Worked at Fidelity
The Boston Behemoth offered this aspiring actor a job when he was fresh out of college...
MutualFundWire.com -
Monday, April 27, 2015
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Reader Rating: 5
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Prepare Your Hollywood Pitch, TPAs
An Invesco Consulting exec kicks off NIPA's 2014 annual conference with a crash course in how screenwriters write "loglines" to get film executives to say, "Tell me more."..
401kWire.com -
Sunday, April 27, 2014
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NAFE 2014 Begins
NIPA kicks off its annual forum and expo, again in Sin City...
401kWire.com -
Sunday, April 27, 2014
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TPAs, Don't Be Overly Attracted By That New, Shiny Object: 316
Speaking at the fi360 conference, an ERISA legal eagle and a TPA offer some tips and words of warning about offering fiduciary retirement plan administration services...
401kWire.com -
Sunday, April 27, 2014
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Reader Rating: 4.75
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Help Plan Sponsors Get Over Their Fee Disclosure Hangover
An ERISA legal eagle and consultant, a DC I-O and an advisor/TPA tells attendees at fi360 to go beyond benchmarking...
401kWire.com -
Sunday, April 27, 2014
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B-Ds, Beware: the DoL is Unhappy With Disclosures, and Reish Says That Should Worry You
The Drinker Biddle ERISA legal eagle speaks at the tenth annual fi360 conference, this time in Smashville...
401kWire.com -
Sunday, April 27, 2014
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A Big Apple Asset Manager Sells to an LA Firm
A bank sccops up a HNW asset manager...
MutualFundWire.com -
Friday, April 27, 2012
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A Lone Star Plan Sponsor Travels to Pru
The provider wins a $13-million plan...
401kWire.com -
Friday, April 27, 2012
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Reader Rating: 1
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Guggenheim Loads Three More Bullets
Guggenheim Investments is adding to the old Claymore product line...
MutualFundWire.com -
Friday, April 27, 2012
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Federated Reports Mixed Q1 Results
Federated's money market business gained for the year but, fell for the quarter...
MutualFundWire.com -
Friday, April 27, 2012
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"The Sales Cycle is Longer" for Schwab Index Advantage
The brokerage giant's chief talks about its next-gen 401(k) offering...
401kWire.com -
Friday, April 27, 2012
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Will fi360 Add 2,000 Advisors?
Blaine Aikin talks about his plans for the fiduciary specialists in light of their new ownership...
401kWire.com -
Friday, April 27, 2012
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Hartford Sells Annuity Sales
The beleaguered insurance company divests from a piece of its business...
MutualFundWire.com -
Friday, April 27, 2012
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Macquarie Won't Be Another Guggenheim
Delaware's parent may no longer be in the market for more asset managers...
MutualFundWire.com -
Friday, April 27, 2012
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Vanguard Escalates the ETF War
The giant low-cost mutual fund firm cuts expense ratios for 13 ETFs...
MutualFundWire.com -
Friday, April 27, 2012
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Lincoln Reveals a Robust Q1
All signs are pointing north for Lincon's DC unit...
401kWire.com -
Wednesday, April 27, 2011
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Eight Simple Steps to Starting Your Own Mutual Fund Family
Starting your own fund shop isn't as hard as it used to be, thanks to a host of vendors that have built up their offerings over the past decade...
MutualFundWire.com -
Wednesday, April 27, 2011
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Reader Rating: 5
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DoubleLine's Mutual Fund Chief Talks Distribution
The MFWire.com checks in with DoubleLine Capital, which launched its mutual fund business a year ago...
MutualFundWire.com -
Wednesday, April 27, 2011
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ING Adds a New Wholesaler
A former pension consultant for a TPA joins the plan provider...
401kWire.com -
Wednesday, April 27, 2011
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Reader Rating: 1
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A Small Plan Provider Keeps its Brand
Yet its parent will change names...
401kWire.com -
Wednesday, April 27, 2011
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Reader Rating: 1
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A New MEP for Doctors Hits the Market
Millenium unveils its MEP for physicians...
401kWire.com -
Wednesday, April 27, 2011
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MFEA Lists the Top Game Changers at its 40th B-Day Bash
At its Strategic Summit in New York, the Mutual Fund Education Alliance unveils a list of the 10 most important
events, trends and innovations that shaped the mutual fund industry in the last 40 years...
MutualFundWire.com -
Wednesday, April 27, 2011
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Retirement Alliance Boosts its Sales Staff
A New Hampshire-based TPA is still hiring in the Southeast...
401kWire.com -
Wednesday, April 27, 2011
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BlackRock Reveals Larry Fink's Pay in 2010
The CEO of the world's largest money manager saw a four-percent pay increase last year...
MutualFundWire.com -
Wednesday, April 27, 2011
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Reader Rating: 5
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ETFs Dominate When Advisors Call the Shots
A new study examines how advisors at national broker-dealers use exchange-traded funds...
MutualFundWire.com -
Wednesday, April 27, 2011
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OppenheimerFunds Rolls Out a Short Duration Fund
The fund aims to provider investors short duration returns and relatively low interest rate risk...
MutualFundWire.com -
Wednesday, April 27, 2011
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Pru Shifts to Neutral With a New Fund
The asset manager formerly known as Jennison Dryden unveils its latest offering...
MutualFundWire.com -
Tuesday, April 27, 2010
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Reader Rating: 5
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Columbia's I-O Sales Manager Departs
The sales manager is heading to another I-O firm...
401kWire.com -
Tuesday, April 27, 2010
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Reader Rating: 2
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ING Hires a Fido Government Plan Specialist
Updated | The provider adds to its 457 team...
401kWire.com -
Tuesday, April 27, 2010
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Reader Rating: 3
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JPMorgan Retirement Aligns With a Rollover Specialist
The provider chooses an automatic rollover solution...
401kWire.com -
Tuesday, April 27, 2010
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AMG's Mutual Funds Provide 31 Percent of EBITDA
The asset management rollup unveils its first quarter earnings...
MutualFundWire.com -
Tuesday, April 27, 2010
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An Alternatives Specialist Pushes Back the Mutual Fund Frontier
Updated | A new player offers its first mutual fund...
MutualFundWire.com -
Tuesday, April 27, 2010
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Plan Distributions Specialists Add Two Sales Execs
A SoCal firm hires two DC veterans...
401kWire.com -
Tuesday, April 27, 2010
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Marcks Focuses Pru on 'Organic Opportunities'
Yet the retirement chief admits that acquisitions are still a possibility...
401kWire.com -
Tuesday, April 27, 2010
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Columbia Counts Down to May Day
Amerprise execs expect to finish the deal on May 1...
MutualFundWire.com -
Tuesday, April 27, 2010
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Waddell Says it Continues to Improve Sales Beyond its Two Top-Sellers
Waddell & Reed officials said they continue to improve sales outside of their two best-selling funds...
MutualFundWire.com -
Tuesday, April 27, 2010
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TIAA-CREF's Chief Urges Fundsters to Fight the Good Shareholder Fight
The top at a fund firm and retirement plan provider urges institutional investors to make more noise...
MutualFundWire.com -
Tuesday, April 27, 2010
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The DOL Will Make a Summer Move on Target Date Funds
It appears that disclosure will be the core of the proposals...
MutualFundWire.com -
Tuesday, April 27, 2010
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WSJ Chronicles the Clash of the ETF Titans
The Wall Street Journal looks at the battle between BlackRock's iShares and Vanguard...
MutualFundWire.com -
Tuesday, April 27, 2010
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Ascensus Seals a Deal with a West Coast Provider
The provider is moving recordkeeping of its mutual fund-based platform to Ascensus...
401kWire.com -
Monday, April 27, 2009
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An Ex-Employee Admits He Threatened to Hack a Fund Firm
The case against a laid-off systems analyst continues...
MutualFundWire.com -
Monday, April 27, 2009
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Reader Rating: 5
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Hancock Moves its Retail Funds to a Single Custodian and Accountant
The transition of the 38 retail funds with assets of $15 billion is complete...
MutualFundWire.com -
Monday, April 27, 2009
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ProFunds Hires a Marketing Pro
The Bethesda, Maryland-based firm, which has nearly $30 billion of AUM, names its new marketing head...
MutualFundWire.com -
Monday, April 27, 2009
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Are Roths and Outside Funds in the TSP's Future?
The Senate prepares to vote on some new options for the giant government DC plan...
401kWire.com -
Monday, April 27, 2009
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Reader Rating: 4
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Fidelity Wins from State Street's GM Move
State Street moves GM participants from a company stock fund to a balanced offering...
401kWire.com -
Monday, April 27, 2009
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Reader Rating: 2.5
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Fundsters, Want a Slice of the TSP Pie?
Updated | The giant federal retirement plan may soon be allowed to offer outside mutual funds...
MutualFundWire.com -
Monday, April 27, 2009
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Reader Rating: 5
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WSJ Casts its Gaze on the 'Poor Man's Hedge Fund'
Brett Arends casts a spotlight on a little-known, $1.5 billion fund that has trumped the market over the last 10 years...
MutualFundWire.com -
Monday, April 27, 2009
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Reader Rating: 5
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Jaffe Gives Fund Investors Lawsuit Tips
The mutual fund-focused columnist grumbles about the difficulty of suing fund managers and shares some advice with shareholders...
MutualFundWire.com -
Monday, April 27, 2009
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MarketWatch Muses Over the Meaning of One Mega Deal
In his MarketWatch article on Sunday, John Spence takes a look at what the deal would mean for the ETF business and investors in iShares ETFs...
MutualFundWire.com -
Monday, April 27, 2009
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Satisfaction Doesn't Always Come With a Check
A recent survey of retirement-bound boomers shows that the retirement income industry has to work on more than just the nuts and bolts of providing a check...
MutualFundWire.com -
Friday, April 27, 2007
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Reader Rating: 3
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Trouble Looms For Retirement Income Unless We Act Now!
Retirement income is in serious trouble. If we're going to get this industry off the ground, we've got to learn how to work together and think out of the box...
MutualFundWire.com -
Friday, April 27, 2007
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HSBC Jilts Plan Sponsors
The bank has informed its block of small plan sponsor clients that they must find a new administrator by the end of the year. The move was not a surprise to some of the sponsors...
401kWire.com -
Friday, April 27, 2007
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Reader Rating: 1
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Online Brokerages Get Rated
Who's king of the online brokerage castle?..
MutualFundWire.com -
Friday, April 27, 2007
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McColgan States Obvious
More than a week after Reynolds' retirement, McColgan pulls out the "pro-Fido" propaganda...
MutualFundWire.com -
Friday, April 27, 2007
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Reader Rating: 3.17
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Hartford Retirement Unit Posts 10-Percent Rise In Earnings
The Connecticut-based provider chalked up net income of $23 million in Q1...
401kWire.com -
Friday, April 27, 2007
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Reader Rating: 5
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OpCo Unveils Q1 Results
Oppenheimer Holdings releases their first quarter results and the news is modestly good...
MutualFundWire.com -
Friday, April 27, 2007
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Wachovia Is Tops Among Peers
Wachovia Global Securities Lending (WGSL)earned high marks in
International Securities Finance (ISF) magazine's annual Beneficial Owners Survey...
MutualFundWire.com -
Friday, April 27, 2007
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Reader Rating: 3
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One American Wins The Other Loses in the Inflow Game
Who are the winners and losers when it comes to inflows for the month of March? Here's a hint: two Americans are involved...
MutualFundWire.com -
Friday, April 27, 2007
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Reader Rating: 2.83
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Grabbed From the Monster
We here at the MFWire would like to introduce a new weekly column focusing on job opportunities, around the industry...
MutualFundWire.com -
Friday, April 27, 2007
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Cahn Jumps From Smith Barney
The exec is joining a Milwaukee-based firm as head of its institutional services division...
401kWire.com -
Thursday, April 27, 2006
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Invest n Retire To Hold Advisor Conference
Invest n Retire is staging its second annual conference for advisors on October 17-19 at The Governor Hotel in Portland, Oregon.
..
401kWire.com -
Thursday, April 27, 2006
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Vanguard Increases Selection of ETFs
Vanguard is highlighting its growing range of ETF products, timing the launch of a low-cost dividend appreciation fund to coincide with the SEC registration of two mid-cap equity index funds. The three additions -- the Vanguard Dividend Appreciation Index Fund, the Vanguard Mid-Cap Value Index Fund, and the Vanguard Mid-Cap Growth Index Fund -- were announced Thursday...
MutualFundWire.com -
Thursday, April 27, 2006
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Hitachi Sub Tweaks Fund Lineup
The North Carolina-based firm is adding funds from Dimensional Fund Advisors...
401kWire.com -
Thursday, April 27, 2006
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Ameriprise Posts Lower Earnings
Ameriprise Financial Inc. posted a lower first-quarter profit, owing to costs in connection with its spin-off from American Express in the third quarter of 2005...
MutualFundWire.com -
Thursday, April 27, 2006
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Amvescap Profits a 'Solid Start' to 2006
Amvescap achieved before-tax profits of $171.7 million for the first three months of 2006, an increase of 55 percent over first quarter profits in 2005. The London-based, Anglo-American parent to AIM and Invesco released its first quarter results Wednesday...
MutualFundWire.com -
Thursday, April 27, 2006
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Janus 1Q Results Welcomed by CEO
Add Janus Capital Group to the ranks of recovering fund companies reporting improved prognoses. On Thursday, the Denver-based firm announced a first quarter net income of $35.3 million, representing an 80 percent increase over net income in the same quarter last year...
MutualFundWire.com -
Thursday, April 27, 2006
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Judge Rejects Ex-Citi Execs' Bid To Junk Transfer Agent Case
A federal judge on Tuesday refused to grant a motion by two former Citigroup Inc. executives to throw out fraud allegations in connection with Citigroup's creation of an affiliated transfer agent to serve its Smith Barney family of mutual funds, Dow Jones Newswires reported...
MutualFundWire.com -
Thursday, April 27, 2006
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Will the Deal Mania Continue?
The deals have been coming fast and furious so far in 2005, and there is no reason for the pace to slow...
401kWire.com -
Wednesday, April 27, 2005
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Reader Rating: 4
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Missing 401k Dough? Try This Site
A rollover provider hopes to locate participants...
401kWire.com -
Wednesday, April 27, 2005
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Reader Rating: 3
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Principal Goes Semi-Automatic
The provider launches a new plan with some automated features...
401kWire.com -
Wednesday, April 27, 2005
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Reader Rating: 3
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Advice Firm Hones Sponsor Focus
An advice industry pioneer is trying another avenue to reach sponsors directly...
401kWire.com -
Wednesday, April 27, 2005
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Reader Rating: 4
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PA TPA Taps Auto Rollover Solution
The "father of 401(k)" has signed on with one of the two automatic rollover platforms...
401kWire.com -
Wednesday, April 27, 2005
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Reader Rating: 3
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AMG's Mutual Funds Drive Increase in AUM
While AMG's total quarter-over-quarter AUM was up just under two percent, mutual fund AUM jumped 15 percent .....
MutualFundWire.com -
Wednesday, April 27, 2005
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T. Rowe's Earnings Off the Mark
Although T. Rowe's first quarter earnings came in one penny under analysts' expectations, but AUM and advisory fee revenues from mutual funds were up .....
MutualFundWire.com -
Wednesday, April 27, 2005
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SEI's Q1 Earnings Meet Expectations
Oaks, Pennsylvania-based SEI Investments reported first quarter earnings in line with analysts' expectations of $0.42 per diluted share, or total net income of $43.7 million...
MutualFundWire.com -
Wednesday, April 27, 2005
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Reader Rating: 4
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Fido to Close Popular Small Cap Fund
Fidelity Investments will close its International Small Cap Fund to new investors at the close of business on May 5 .....
MutualFundWire.com -
Wednesday, April 27, 2005
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T. Rowe Beats Earnings Estimates
The Baltimore fund firm topped expectations by two cents in the first quarter...
MutualFundWire.com -
Tuesday, April 27, 2004
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AMVESCAP Retirement Adds to Assets
Retirement arm of fund group gained in assets administered and under management in the first quarter...
401kWire.com -
Tuesday, April 27, 2004
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Reader Rating: 2
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AMVESCAP Earnings Disappoint the Street
Parent of AIM and INVESCO funds reports earnings a penny shy of analysts expectations...
MutualFundWire.com -
Tuesday, April 27, 2004
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GIS Ties to Fund Data
The mutual fund software firm adds another data provider...
MutualFundWire.com -
Tuesday, April 27, 2004
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Reader Rating: 4.33
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Insurer Bids to Capture More Workplace Savings
MetLife Retirement & Savings hopes to get more savings from payroll deductions with its new deferred income annuity...
401kWire.com -
Tuesday, April 27, 2004
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T. Rowe Revises Redemption Policies
T. Rowe changes policies affecting all international funds, index funds, small-cap and high yield funds...
MutualFundWire.com -
Tuesday, April 27, 2004
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Union Central Adopts New Online Guidance
The Union Central Life Insurance Company is adopting the MasteryPOINT Guidance Plus product...
401kWire.com -
Tuesday, April 27, 2004
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Cali TPA Expands
Associated Pension Consultants acquires two independent pension firms...
401kWire.com -
Tuesday, April 27, 2004
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Bond Firm Fills Head Research Post
40/86 Advisors in Carmel, Indiana recruited an insider to be the new director of research...
MutualFundWire.com -
Tuesday, April 27, 2004
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Delaware Shifts Muni Management
The investment manager chooses insider to fill vacancy...
MutualFundWire.com -
Tuesday, April 27, 2004
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Gabelli Beats Estimates by a Penny
The fund manager reports improved earnings from the same period last year...
MutualFundWire.com -
Tuesday, April 27, 2004
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Sneak Peek
What you should expect to see at the seventh annual mid-sized pension conference...
401kWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Invesco Slam Dunks Annuities
The Denver-based firm nets a full roster of new players with a star product.
..
MutualFundWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Amvescap Makes a Buy
Amvescap makes a buy ... SSga launches REIT fund.
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MutualFundWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Amvescap Makes a Buy
Amvescap makes a buy ... SSga launches REIT fund.
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401kWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Banks Draw on Nationwide Funds
The huge insurer squeezes funds into its already-crowded bank distribution channel.
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MutualFundWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Making a List, Checking it Twice
The Maryland-based consulting firm will put together 401k vendor database.
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401kWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Semper Fido
A former Fido exec opens doors for a small fund company.
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MutualFundWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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Web RFP Firm Cuts Staff
One quarter of the startup's staff get pinkslips as the firm explains it has finished its tech build out...
401kWire.com -
Friday, April 27, 2001
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Reader Rating: 3
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An Alliance Of Giants
Fidelity to supply Chase with recordkeeping and trustee services...
401kWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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ICI Survey: Mutual Fund Assets Go Up
It seems that market volatility has not hurt the inflows to mutual funds...
MutualFundWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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Two International Funds Take 'Bottom-Up' Approach
Kemper Funds takes some new approaches to two of its international funds...
MutualFundWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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This Ain't No Mickey Mouse Plan
California sponsor adds funds to its $2 billion plan...
401kWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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It's Here
As reported last fall in MFWire, American Century is launching its Fund Advisor service...
MutualFundWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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April 27, 2000
The managerial market ... O’Shaughnessy is out ... Merrill restructuring...
401kWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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April 27, 2000
The managerial market ... O’Shaughnessy is out ... Merrill restructuring. ..
MutualFundWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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BISYS and Pru Get Closer
The two firms are growing more comfortable in their relationship...
401kWire.com -
Thursday, April 27, 2000
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Reader Rating: 3
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Survey Shows Investor Concern, Need for Advice
The ninth annual Phoenix Fiscal Fitness Survey shows investors are optimistic about their economic future, but with concerns about retirement savings and job security...
MutualFundWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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GICs '99: The Usual Suspects
A GIC may be a GIC by any other name, but it doesn't smell as sweet to participants. A professor explains why stable value lost its market share and how it can get it back...
401kWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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GICs '99: Boosting GIC Sales
The bear's brief visit last Fall wasn't long enough. At least that's what stable value managers trying to sell their products into the 401(k) market are thinking...
401kWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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Scudder and Warburg Join Vestek Select
Scudder Kemper and Warburg Pincus funds have signed up for a new mutual fund research program designed for distributors...
MutualFundWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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Iron Workers Steel Themselves with New Provider
Dorchester, Massachusetts-headquartered Iron Workers District Council of New England Annuity Fund has tapped Trust Advisors LLC to advice on the stable value portion of that fund...
401kWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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"There Will Only Be 10 Financial Services Companies"
First Union CEO predicts that continuing mergers and acquisitions will consolidate the financial services industry to the point that only a handful of companies will soon exist...
MutualFundWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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Funds for the Faithful
Recent data from independent financial data reporting service Wiesenberger for the Mennonite Mutual Aid (MMA) Praxis Mutual Funds shows that the number of religious funds is up five-fold in the six-year period from 1993-1998, increasing in number from 6 to 34. This level of growth is more than double the increase in all mutual funds, which grew from 4,011 to 10,617 in the same period...
401kWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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Odd Lots, April 27, 1999
Nuveen taps Amboian as prez, McGannon for funds ... Nicholas Applegate deals Houston unit ... Fidelity, Schwab strategies pass in the night ... The secret of Vanguard's success ... There is life after retirement ... And more!..
MutualFundWire.com -
Tuesday, April 27, 1999
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Reader Rating: 3
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Ex-Schwab Head Resurfaces at Salomon Smith Barney
Richard Tinervin, ex-head of Schwab's Retirement Plan Services unit, has been tapped by Salomon Smith Barney to lead its defined contribution unit. ..
401kWire.com -
Monday, April 27, 1998
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Reader Rating: 3
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Will Participants Want to Know the Real Return on their 401k?
American Express Retirement Services is developing custom account statements that will provide 401(k) plan participants with their personal investment return. The feature will be a part of a new statement that will also feature graphical elements and different "cuts" of the data, Katherine Libbe told the 401kWire. The product is an extension of a similar service that has been offered to American Express' retail customers for the past three to four years. She reports that the retail product has been "very successful"...
401kWire.com -
Monday, April 27, 1998
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Reader Rating: 3
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Utility Merger Sparks 401k Review
Pacific Enterprises the parent company of Los Angeles, CA-located Southern California Gas Company is merging with Enova, the parent company of San Diego Gas & Electric Company, to form Sempra Energy. T.W. Hatten, assistant treasurer and director of pension investments at Southern California Gas, told the 401kWire that discussions are currently underway between the two halves of the new company concerning how the 401(k) plan or plans will be structured after the merger...
401kWire.com -
Monday, April 27, 1998
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Reader Rating: 3
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