Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 167 of 167 results for today. (0.246 seconds)
Charles Schwab Investment Management [view profile ]
211 Main Street  San Francisco  CA  94105  ph: 800-648-5300 

http://www.schwab.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Goldleaf Brings On a CO Sales Director
The new hire will join next week...
401kWire.com - Tuesday, September 26, 2017
Five Powerful Female Fundsters
American Banker recognizes the 25 most powerful women in finance, including some familiar faces in asset and wealth management...
MutualFundWire.com - Tuesday, September 26, 2017
Fiduciary Rule Will Move Advisors to Retirement
Some broker-dealers will fare better than others. ..
401kWire.com - Monday, September 26, 2016 - Reader Rating: 3.75
A Nine-Year-Old Shop Shutters Its Mutual Fund
The fund came to market eight years ago...
MutualFundWire.com - Monday, September 26, 2016 Views
People on the Move - September 26, 2016
Hirings, Firings, and the like!..
MutualFundWire.com - Monday, September 26, 2016 Views
Ackerley Promotes as a Veteran BlackRock DC Exec Retires
The giant asset manager's U.S. and Canada defined contribution chief picks a new head of product and implementation...
401kWire.com - Monday, September 26, 2016
NAGDCA Elects 2017 Officers and Members
The elections unfolded at last week's NAGDCA conference in Denver, Colorado. ..
401kWire.com - Monday, September 26, 2016
KPA in DC Joins Ray Jay
This 401(k) plan advisor leaves a wirehouse to join a new B-D...
401kWire.com - Monday, September 26, 2016
A Famed Fundster Puts $42.5MM Into "the Greatest Cultural Treasure in Buffalo"
A mutual fund firm chief and native Buffalonian drives "probably the fastest capital campaign in U.S. history" for the expansion of the hometown museum where he learned about art...
MutualFundWire.com - Monday, September 26, 2016
Gross' Move Lands Him In a DC I-O Niche
Here are numbers that frame what's at stake, from the defined contribution perspective, with the bond king's move...
401kWire.com - Friday, September 26, 2014 - Reader Rating: 4
Gross' Move Moves Markets
Pimco's parent is suddenly worth billions of dollars less. ..
MutualFundWire.com - Friday, September 26, 2014 Views
This $193.3B DC I-O Giant's Superstar Jumps
A bond fund titan leaves the firm he co-founded for another large mutual fund firm...
401kWire.com - Friday, September 26, 2014 - Reader Rating: 3.25
"PIMCO Has Activated Its Succession Plan"
Who will succeed Bill Gross? Allianz will tell us soon...
MutualFundWire.com - Friday, September 26, 2014 Views
Why Did Gross Do It?
Bill Gross is leaving Pimco, the bond fund giant he co-founded, for Janus. Why?..
MutualFundWire.com - Friday, September 26, 2014 Views
Bogle Reflects on an Innovation not Copied
All but one mutual fund CEO has taken the path well trod. ..
MutualFundWire.com - Friday, September 26, 2014 Views
Gross Jumps
The Pimco bond fund king changes faces ... and firms...
MutualFundWire.com - Friday, September 26, 2014 Views - Reader Rating: 5
An Arizona KPA Shop Rebrands and Expands
A KPA shop is officially rebranding! And three new partners are going to plant their given specialities into their new practice.  ..
401kWire.com - Friday, September 26, 2014
OpFunds Kicks Up Advisor Internet Presence
Fund firm launches new advisor portal. ..
MutualFundWire.com - Thursday, September 26, 2013 Views
Fido Tweaks its TDFs
The industry leader's TDFs are sporting a new glide path. ..
401kWire.com - Thursday, September 26, 2013
Great-West Launches an App
The bundled provider unveils a mobile tool for participants...
401kWire.com - Thursday, September 26, 2013 - Reader Rating: 5
Restauranteur Will Now Serve Up Loss-Averse Funds
New regional director sold funds for 16-years at previous shops, and recently ran two restaurants...
MutualFundWire.com - Thursday, September 26, 2013 Views
LPL Officially Unveils an Alliance With New York Life
401kWire broke the news earlier this month...
401kWire.com - Thursday, September 26, 2013 - Reader Rating: 4
A NorCal 401k Advisor Analyzes Fee Disclosure
An RIA unveils a complimentary analysis of the regs that took effect last year...
401kWire.com - Thursday, September 26, 2013 - Reader Rating: 2
A Client Relationship Honcho Hits the ALPS
Exec was formerly with Fifth Third...
MutualFundWire.com - Thursday, September 26, 2013 Views
Drew Carrington Returns to DC I-O, Taking Over an Institutional Biz
The former UBS DC I-O chief signs on to lead a mutual fund giant's efforts with jumbo retirement plan sponsors...
401kWire.com - Thursday, September 26, 2013
Forward Continues Push Into Income
San Fran firm launches third income fund in 10 months. ..
MutualFundWire.com - Thursday, September 26, 2013 Views
529s? Ascensus? A Promising Move
The Ascensus chief makes his second acquisition in less than a year, and this time it's outside the retirement plan business...
401kWire.com - Thursday, September 26, 2013 - Reader Rating: 3
BNY Hires Former Eaton CMO
Exec also had key role in development of iShares brand in years past...
MutualFundWire.com - Thursday, September 26, 2013 Views
Another Top Hewitt Alum Joins Fradin at SunGard
A veteran 401k exec takes over an advisor-focused unit at the software giant...
401kWire.com - Thursday, September 26, 2013
Reuters Peers at BlackRock's Short-Term Bond ETF
New product caters to growing appetite for short-term debt. ..
MutualFundWire.com - Thursday, September 26, 2013 Views
M* Shows a Vanguard Fund Serious Lovin'
The $35 billion equity ETF offers broad coverage, according to analyst Michael Rawson...
MutualFundWire.com - Thursday, September 26, 2013 Views
Wasatch Hires to Reach Advisors
The Salt Lake City-based Wasatch Funds has a new communications specialist...
MutualFundWire.com - Wednesday, September 26, 2012 Views
Expect a Sales Expansion at a Montage Boutique
CEO of a Montage boutique sees more sales hires in 6-12 months..
MutualFundWire.com - Wednesday, September 26, 2012 Views
Mutual of Omaha Searches for a Wholesaler
The firm has not identified any candidates for the job. ..
401kWire.com - Wednesday, September 26, 2012
Pensionmark Signs a 100-Plan Team
A Lone Star State advisory shop aligns with the SoCal-based network...
401kWire.com - Wednesday, September 26, 2012
401(k) Ownership Increases, but Overall Retirement Participation Flails
The ICI and EBRI present their latest data on retirement plan ownership trends...
401kWire.com - Wednesday, September 26, 2012 - Reader Rating: 2
A Gatekeeper Moves
The exec now handles key accounts, and is COO of distribution, for Chinese asset firm...
MutualFundWire.com - Wednesday, September 26, 2012 Views
PwC Nabs a Former Top NYLIM Exec
The new executive will help with the firm's expansion into consulting to asset managers...
MutualFundWire.com - Wednesday, September 26, 2012 Views
A Veteran 401k Advisor Now Picks ... Advisors
After selling her business, a retirement plan specialist launches a new shop focused on financial education and plan advisor selection...
401kWire.com - Wednesday, September 26, 2012
The Supreme Court Will Hear a Fundster Scion's Case
The highest court in the land agreed to weigh in on whether or not the SEC's statute of limitations will toss this case...
MutualFundWire.com - Wednesday, September 26, 2012 Views
Walt's Fee Cut Puts Schwab's Rivals in a Pickle
Is Schwab using its underdog spot to make moves its rivals can't match? That is one takeaway from the FT's coverage this morning...
MutualFundWire.com - Wednesday, September 26, 2012 Views - Reader Rating: 5
Why Did Gross Sell His Treasuries?
A Forbes writer has the answer for you...
MutualFundWire.com - Wednesday, September 26, 2012 Views
Forbes Takes a World Tour with Manning & Napier
The firm's global investment strategist discusses which countries he likes, and which he loathes, investment-wise...
MutualFundWire.com - Wednesday, September 26, 2012 Views
A Little More on Family Matters
M* presents hard evidence that funds really do have the trappings of their parents...
MutualFundWire.com - Wednesday, September 26, 2012 Views
Oh? Janus Anoints an Institutional Chief
The Colorado mutual fund firm brings on a JPMorgan vet...
MutualFundWire.com - Monday, September 26, 2011 Views
Pru Touts the Importance of Stable Value
The bundled provider releases a new white paper on the subject...
401kWire.com - Monday, September 26, 2011 - Reader Rating: 4
A Virginia-Based Fund Shop Lowers its Fees
Its fund is also growing a fast clip...
MutualFundWire.com - Monday, September 26, 2011 Views - Reader Rating: 3
Hancock Keeps Asking 'Who Knew?'
The insurer's mutual fund arm extends an advertising campaign through the end of the year...
MutualFundWire.com - Monday, September 26, 2011 Views
Direxion Names a New National Sales Manager
He hails from Rydex/SGI...
MutualFundWire.com - Monday, September 26, 2011 Views
iShares' Founder Resurfaces
Lee Kranefuss has a new gig. Well, it's an old gig within a new firm...
MutualFundWire.com - Monday, September 26, 2011 Views
Diversified Boasts a Trio of Healthcare Wins
Joe Masterson's shop makes it a trifecta in the healthcare space...
401kWire.com - Monday, September 26, 2011 - Reader Rating: 3
LPL Wins Over an Elite MSSB 401k Trio
A Southern California retirement plan advisory firm expands into Arizona and Oregon...
401kWire.com - Monday, September 26, 2011
Advice Helps Participant Even More When Markets Shake
A new study shows the disparity between participants who get help versus those who don't...
401kWire.com - Monday, September 26, 2011
Are Alt Mutual Funds 'Disappointing'?
One influential ratings agency seems to think so...
MutualFundWire.com - Monday, September 26, 2011 Views - Reader Rating: 3
Will the Fed Boost Money Fund Yields?
The WSJ talks about the central bank's plan in 'Operation Twist'...
MutualFundWire.com - Monday, September 26, 2011 Views
Jaffe Dubbs Fairholme 'Stupid Investment of the Week'
Chuck Jaffe isn't pulling any punches...
MutualFundWire.com - Monday, September 26, 2011 Views
Evergreen Rumors May Resurface as its Parent Falters
Coming soon to a publication near you: rumors that Evergreen Investments is for sale...
MutualFundWire.com - Friday, September 26, 2008 Views
Will Someone Buy Out Wachovia Next?
The North Carolina-based bank is reportedly in talks with at least three potential buyers...
401kWire.com - Friday, September 26, 2008 - Reader Rating: 5
NYT: Wachovia and Citi are in Merger Talks
Wachovia is reportedly talking to Citi about a possible merger...
MutualFundWire.com - Friday, September 26, 2008
Will Citi Get Back into the Fund Business?
Updated | Wachovia and Citigroup have begun early merger talks...
MutualFundWire.com - Friday, September 26, 2008 Views
Raymond James to Convert to a Holding Company
The company says its conversion to financial holding company status has been part of long-term planning discussions for many years...
MutualFundWire.com - Friday, September 26, 2008
O'Grady Resurfaces, Casts Eye on I-Os
The former MassMutual sales head has formed his own firm...
401kWire.com - Friday, September 26, 2008 - Reader Rating: 3.5
More Investors to Receive Fair Funds
Ameriprise investors will see their checks soon...
MutualFundWire.com - Friday, September 26, 2008 Views
Merrill's Competitors May See Recruiting Boon Post Merger
Recruiting firm RJ & Makay sees many Merrill Lynch brokers defecting in the coming years...
MutualFundWire.com - Friday, September 26, 2008
Lehman's Fall Causes a Run on Morgan Stanley's Prime Brokerage
Worried clients removed more than a third of their prime brokerage assets from Morgan Stanley last week...
MutualFundWire.com - Friday, September 26, 2008
403b Acquiree Expands Post-Deal
A Midwestern firm looks to leverage support from its new parent...
401kWire.com - Friday, September 26, 2008
Payden & Rygel Targets Retirement Plans with New Fund
Payden & Rygel launches a fund made for a niche in the defined benefit world...
MutualFundWire.com - Friday, September 26, 2008 Views
Big Boston Companies are Hiring
Despite the crisis currently roiling the economy fund companies are still searching for recruits. ..
MutualFundWire.com - Friday, September 26, 2008 Views
Ex-JPMorgan Retirement Chief Joins Fidelity
Jim Murphy lands at Fidelity following a brief stint at JPMorgan...
401kWire.com - Friday, September 26, 2008 - Reader Rating: 4
Auto Enrollment Usage Doubles in Small Plans
In its latest survey, the PSCA found that auto enrollment usage in small plans doubled and more than half of large plans utilize the feature...
401kWire.com - Friday, September 26, 2008
Fuld Auctions Off Art
It looks like Dick Fuld might have foreseen having some personal liquidity issues...
MutualFundWire.com - Friday, September 26, 2008
Evergreen Hails Fed Liquidity Program
Although its funds didn't have liquidity problems, Evergreen Investments sold some asset-backed commercial paper under a Federal Reserve program this week...
MutualFundWire.com - Friday, September 26, 2008 Views - Reader Rating: 4
Money Funds are on the Rebound
Assets in most money funds continue to rebound this week...
MutualFundWire.com - Friday, September 26, 2008 Views
Bond ETFs are Thrown Off Track
The trouble in the bond markets is causing problems for bond ETFs...
MutualFundWire.com - Friday, September 26, 2008 Views
Another Brokerage Moves to Protect Investors in Reserve Fund
RBC's US Wealth Management unit is the latest to announce a move to protect clients who invested in The Reserve's Primary Fund...
MutualFundWire.com - Friday, September 26, 2008 Views
NYC Judge: Smith Barney and Citigroup Let Investors Know About Extra Savings
A judge in New York City has dismissed the claims of investors against Smith Barney Fund Management and Citigroup Global Markets...
MutualFundWire.com - Wednesday, September 26, 2007
401kWire's Women Lifetime Achievers Award Nominees
The final installment of this year's 401kWire Women Leaders nominees turns to those women who have shaped the industry and provided a model for those following in their footsteps...
401kWire.com - Wednesday, September 26, 2007 - Reader Rating: 2.5
Summit Tests the Target-Date Waters
Summit Investment Partners is now managing Lifestyle Exchange Traded mutual funds...
MutualFundWire.com - Wednesday, September 26, 2007 Views
Wachovia Snags Merrill Reps
Wachovia has reportedly taken on 10 reps from Merrill Lynch...
MutualFundWire.com - Wednesday, September 26, 2007 - Reader Rating: 3
Miller V. 401k Fees: Round 2
The House Education and Labor Committee is about to hold its second hearing on fees in defined contribution plans...
401kWire.com - Wednesday, September 26, 2007
FINRA: Expunge This!
FINRA is planning to limit the number of motions to dismiss filed in arbitration forums...
MutualFundWire.com - Wednesday, September 26, 2007 - Reader Rating: 3
Goldman Invests in a New Unit Co-Head
Goldman Sachs has named Edward Forst as the co-head of its investment management unit...
MutualFundWire.com - Wednesday, September 26, 2007 Views
Cerulli Survey: What a Gatekeeper Wants
Professional gatekeepers are now a fact of life that investment managers have to learn how to live and co-exist peacefully with...
MutualFundWire.com - Wednesday, September 26, 2007 Views - Reader Rating: 3.18
Public Plan Provider Tells Sponsors About Another PPA Change
A Mid-Atlantic-based firm unveils a new guide for sponsors about the Pension Protection Act's provisions regarding beneficiaries. ..
401kWire.com - Wednesday, September 26, 2007
UNIFI Picks Lifestyle ETF Sub-Advisor
The Cornhusker State provider chooses a manager for its DC asset allocation offering. ..
401kWire.com - Wednesday, September 26, 2007
Are ETF Migrations the Beginning of an All ETF Exchange?
WisdomTree will begin migrating its ETFs from the NYSE to the NYSE-Arca exchange, beginning October 11...
MutualFundWire.com - Wednesday, September 26, 2007 Views
Banking Giant Taps IXIS DC I-O Sales Chief
A new defined contribution team brings in a seasoned investment-only sales leader to build it out. ..
401kWire.com - Wednesday, September 26, 2007 - Reader Rating: 5
Oppenheimer Hops Onto Wirehouse Platform
The Empire State fund firm gets its retirement product in the hands of a financial distribution giant. ..
401kWire.com - Wednesday, September 26, 2007
Updated Plan Administrator Program Requires Only Two-Thirds the Testing
A national trade group partners with an education and testing specialist, and unveils enhancements to one of its two core designation programs. ..
401kWire.com - Wednesday, September 26, 2007
Social Responsibility Needs Integrity
Now that the green movement has caught on, fund shops that have always been on the cutting edge of ethical or socially responsible investing are trumpeting their virtues...
MutualFundWire.com - Wednesday, September 26, 2007 Views - Reader Rating: 5
Want a Managed Account or a Lifecycle Option? Mutual of Omaha Now Offers Both
Now the provider's participants have at least three different ways to pass the asset allocation problem on to someone else. ..
401kWire.com - Wednesday, September 26, 2007
Bowne Hires Secret Weapon in XBRL Wars
Bowne & Co has hired XBRL vet, Rob Blake as senior director of Interactive Services...
MutualFundWire.com - Wednesday, September 26, 2007 Views - Reader Rating: 5
American Funds Take Top Honors in Adviser Survey
Advisers have weighed in on their favorite lifecycle and risk-based target date fund suites and their favorite fund families in general...
MutualFundWire.com - Wednesday, September 26, 2007 Views - Reader Rating: 3
Vanguard Mega-Cap Launch: Part 2
Daisey Maxey takes on Vanguard's new ETF launch...
MutualFundWire.com - Wednesday, September 26, 2007 Views - Reader Rating: 2
MassMutual Wins Big at PSCA Signature Awards
The awards recognize excellence in plan communication and education...
401kWire.com - Tuesday, September 26, 2006
Financial Engines Gains Ties to 401k Giant
A market leader is quietly building links in its platform to retirement advice and managed accounts provider's systems...
401kWire.com - Tuesday, September 26, 2006 - Reader Rating: 2.5
Ibbotson Names New VP of Advice Services
The Chicago-based subsidiary of Morningstar has tapped an outsider to fill the post...
401kWire.com - Tuesday, September 26, 2006
DoL Unveils Proposed Default Funds Regs
Industry players appear to be getting their way as the DoL proposes blessing lifecycle funds, balanced funds and managed accounts as qualified default investments for auto plans...
401kWire.com - Tuesday, September 26, 2006 - Reader Rating: 3.5
Evergreen Defection Leads to Subadvisory Gig
Utilities and Communications manager Tim O'Brien has jumped from Evergreen to join a startup asset manager. Now Evergreen wants to hire his new firm to keep him on the job...
MutualFundWire.com - Tuesday, September 26, 2006 Views
Pershing Ups Funds Count
Fund firms are winning new distribution to broker-dealers and registered investment advisors, thanks to Pershing...
MutualFundWire.com - Tuesday, September 26, 2006 Views
U.S. Bank Joins SMA Party
The Minneapolis-based bank is harvesting the skills of Prima Capital to identify outside money managers for its new separately managed account program...
MutualFundWire.com - Tuesday, September 26, 2006
Four Hilliard Lyons Reps Go Suburban
A 10-year-old group of partners has moved their office out of downtown Indianapolis. ..
MutualFundWire.com - Tuesday, September 26, 2006 - Reader Rating: 5
Royal Alliance Promotes Four
The AIG brokerage subsidiary makes a flurry of personal moves inside its senior ranks...
MutualFundWire.com - Tuesday, September 26, 2006
NASD to Wachovia: Pay That Broker
A NASD arbitration panel orders the wirehouse to compensate a former Prudential broker whom they fired for alleged market-timing...
MutualFundWire.com - Tuesday, September 26, 2006 - Reader Rating: 3
Senators Intro Capital Gains Fix Bill
A bill that would allow fund shareholders to reinvest capital gains distributions made by funds without owing income taxes is making reappearance. The legislation, which died in the Senate last year, is sponsored by Senators Mike Crapo (R-Idaho), Tim Johnson (D-South Dakota) and Jim Bunning (R-Kentucky)...
MutualFundWire.com - Monday, September 26, 2005 Views - Reader Rating: 4
Pioneer Wraps Up Amsouth Deal
Pioneer Investment Management USA has completed its buyout of Amsouth's mutual fund management business. The deal was announced last June 27 and covers 23 mutual funds with approximately $5.2 billion in assets under management. The deal is Pioneer's fifth in the past two years. ..
MutualFundWire.com - Monday, September 26, 2005 Views
Nations Funds No More
Bank of America has completed the rebranding of what had been its Nations Funds family. The bank funds will carry the Columbia brand. Bank of America acquired Columbia Management Group and its mutual funds when it purchased Fleet Bank...
MutualFundWire.com - Monday, September 26, 2005 Views
CPA Slams Funds for Proxy Votes
Proxy vote disclosures are being politicized just as some fund industry insiders feared. Monday, the Center for Political Accountability (CPA) released a study in which it claimed that fund advisors took "their cues" from corporate management and voted against requirements that would require publicly owned corporations to disclose political contributions...
MutualFundWire.com - Monday, September 26, 2005 Views
Janus To Add Performance Fees
Janus Capital is preparing to add performance-based advisory fees to some of its funds. The Denver-based fund firm revealed its plans in SEC filings that were picked up on Monday by the Wall Street Journal. The fees would be added to 13 of the groups 59 funds...
MutualFundWire.com - Monday, September 26, 2005 Views - Reader Rating: 1
Hancock Sponsors Trone Workshop
John Hancock Retirement Plan Services has signed on Don Trone to lead a workshop on fiduciary responsibility during the Center for Due Diligence's annual advisor conference in Chicago...
401kWire.com - Monday, September 26, 2005
This Time It Is Not The Shephard Crying Wolf
Another survey finds that most Americans have no confidence in their retirement prospects. While that is not news, just who commissioned the survey is...
401kWire.com - Monday, September 26, 2005 - Reader Rating: 4
New Tool Offers More Sophisticated Modeling for Participants
A consultant has added a tool for sponsors seeking an asset allocation solution more advanced than using a participant's age or answers to a risk-tolerance questionnaire...
401kWire.com - Monday, September 26, 2005 - Reader Rating: 2
A Decade Later 401k Plans Look the Same
The more DC plans change, the more they stay the same. While sponsors say 401k plans are central to workers' retirement success, they do not appear to be succeeding in getting the message to participants...
401kWire.com - Monday, September 26, 2005 - Reader Rating: 4
Generations Stereotyped
How does the media view the move to 401(k) plans? A paper takes as a brief look at three generations of Americans' retirement plans...
401kWire.com - Monday, September 26, 2005
Is Hancock a Buyer or a Seller?
A Boston paper reports that it is one or the other. ManuLife and GE are among the names mentioned...
MutualFundWire.com - Friday, September 26, 2003 Views - Reader Rating: 2.33
BGI Launches Fifth Bond ETF
Trading in the shares of the new iShares fund started Friday...
MutualFundWire.com - Friday, September 26, 2003 Views
401k Credit Card Creator Modigliani Dies
Give credit where credit is due: While most remember him as one of the M and M boys or his work in retirement, the Nobel Laureate is remembered for more by us...
401kWire.com - Friday, September 26, 2003 - Reader Rating: 5
Nations Funds Names Chief
The BofA fund unit has named an interim chief to take over for Robert Gordon...
MutualFundWire.com - Friday, September 26, 2003 Views
Putnam Again Sees Net Outflows
The firm is entering its third year of net negative flows...
MutualFundWire.com - Friday, September 26, 2003 Views
Public Plan Fiduciaries Get Ed Tools
A leading provider of state and local government plans adds to its curriculum...
401kWire.com - Friday, September 26, 2003 - Reader Rating: 5
Which Ed Materials Are Best?
The PSCA picks it winners...
401kWire.com - Friday, September 26, 2003 - Reader Rating: 5
Walker MacRae Signs Cali TPA
The revenue-sharing revolutionary has converted a West Coast TPA to its services...
401kWire.com - Thursday, September 26, 2002 - Reader Rating: 5
Ohio Sponsor Evaluates 401K Bids
Existing provider still in the running, but final decision to be made by the end of October. ..
401kWire.com - Thursday, September 26, 2002
Alabama Provider Expands Regional Sales Effort
The Mobile-based provider refocuses on in-region relationship building...
401kWire.com - Thursday, September 26, 2002
Expect Subdued 529 Profit Growth
While assets are growing quickly, average balances are not keeping pace. Merrill and TIAA-CREF on opposite ends of this measure...
MutualFundWire.com - Thursday, September 26, 2002 Views
Big Apple Firm Touts Safety
A firm known for its money funds is encouraging intermediaries to discern quality...
MutualFundWire.com - Thursday, September 26, 2002 Views
Citizens Adds Docs to Web
The firm says the paper reduction will help the environment...
MutualFundWire.com - Thursday, September 26, 2002 Views
GoldK Adds Focused Fund
The administrator has inked a distribution pact to offer another fund...
401kWire.com - Thursday, September 26, 2002
Skandia Hands Off to Bisys
Where are the buyers? The insurer is the latest to miss snagging an acquirer...
401kWire.com - Thursday, September 26, 2002
Retail Demand Alights on Shays
Surging demand has caused the two-decade old fund firm to alter its distribution strategy and go for shelf space...
MutualFundWire.com - Thursday, September 26, 2002 Views
S&P Enhances Fund Offerings
The fund tracker is adding compliance tools and more analysis to its fund offerings for advisors...
MutualFundWire.com - Thursday, September 26, 2002 Views
Pioneer CoBrands Advisor Site
The fund firm is making its technology available for Mutual of Omaha reps. ..
MutualFundWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Fido Adds Fiftieth Advisor Fund
The Boston Behemoth is rolling out another tax-managed fund for its Advisor family. ..
MutualFundWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Principal Pick
The firm enters into an alliance with an RIA...
401kWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Online Enrollment Comes to Manulife
The firm launches a new service for participants...
401kWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Orphaned from Mother Merrill
We are in Recession, says S&P ... Nuveen Raises Executive Passed Over ... US Bank Merger Complete ... Mellon Builds Unit Around Former SSgA Staff ... Wall Street Job Cuts ... Pitching In ... Considerations on the Hill...
MutualFundWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Orphaned from Mother Merrill
We are in Recession, says S&P ... Nuveen Raises Executive Passed Over ... US Bank Merger Complete ... Mellon Builds Unit Around Former SSgA Staff ... Wall Street Job Cuts ... Pitching In ... Considerations on the Hill...
401kWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
MFS Stays the Course
The firm decides to continue with a current advice alliance...
401kWire.com - Wednesday, September 26, 2001 - Reader Rating: 3
Fund Co Pushes Retirement Legislation
First Fidelity's Website encouraged participants to write their Senator in support of pension reform, now another fund firm is circulating a survey showing overwhelming support for the bill...
401kWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Online RFP Site Claims $2 Billion in Searches
401kExchange claims that the use of its online RFP service for small companies is growing faster than even it expected. It is also offering a private label version of the site...
401kWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Online Vendor Taps CIO
Invesmart finds a CIO with internet brokerage experience to help execute its strategy. ..
401kWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
SSgA Wins Quant Business
The existing subadvisor lost the account due to performance issues and a change in style at the fund...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Govett Absorbs Ark
Allied Irish Banks is seeking scale in the U.S. fund business by merging its two fund groups...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Strong Goes Load
The battle for distribution continues to heat up. Now Strong has decided that intermediary support is worth having...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Funds to Take Investec Name
Guiness Flight funds get a new name and Asia Blue Chip also gets a broader mandate...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
New River Wins Startup Biz
The support firm has been chosen by startup Whatifi.com to provide customer support and technical help...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
S&P Goes South of the Border
The fund rating agency is looking to expand its business into Mexico and Latin America...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
September 26, 2000
Janus Loses Another Exec ... Morgan Stanley Shuffles Leaders ... Distributions Story Has Legs ... Pension Lobbying Intensifies as Senate Vote ... Japan DC Plans Held Up in Parliament...
MutualFundWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
September 26, 2000
Janus Loses Another Exec ... Morgan Stanley Shuffles Leaders ... Distributions Story Has Legs ... Pension Lobbying Intensifies as Senate Vote ... Japan DC Plans Held Up in Parliament...
401kWire.com - Tuesday, September 26, 2000 - Reader Rating: 3
Prime Taps NY Life
Austin, Texas-located Prime Management Group has changed its bundled provider for its $800 million 401(k) plan to New York Life Benefits, according to a report in P&I Daily. New York Life will replace 401(k) Company in offering administrative, investment, and record-keeping services. According to the report, the investment options had yet to be chosen, but a plan spokeswoman estimated that from six to eight New York Life funds will be offered when the conversion is accomplished on January 1, 1998. - AP..
401kWire.com - Friday, September 26, 1997 - Reader Rating: 3
Iowa Increases Investment Options
Des Moines, Iowa-based Deferred Compensation Plan has chosen nine new mutual fund investment options, according to P&I Daily. The plan is worth $130 million dollars. ..
401kWire.com - Friday, September 26, 1997 - Reader Rating: 3
 News Archives
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2017
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use