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News Stories Archives - Since 1998
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North Slope Wins With $156MM
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 22, 2023
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What's Next After the DRS Sale?
The recordkeeper TPA's acquirer talks about the deal...
401kWire.com -
Wednesday, March 22, 2023
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Reader Rating: 5
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401k Insiders Ponder the Tempest In the Biden Veto Teapot
Here's how different folks are taking the news of the President's action, which defended an ESG-friendly DoL reg...
401kWire.com -
Wednesday, March 22, 2023
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Reader Rating: 1
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27 Years In, an EFE C-Suiter Passes the Reins
A nine-year company veteran took the C-suiter's place last month...
401kWire.com -
Wednesday, March 22, 2023
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Cassidy Hires a 17-Year Principal Vet
The freshly appointed executive joins a provider's government relations team...
401kWire.com -
Wednesday, March 22, 2023
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31 of the Most Influential Female Fundsters In 2023
An investing publication recognizes 100 women across finance...
MutualFundWire.com -
Wednesday, March 22, 2023
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Inflows Fall $97B, Mostly Due to Active Funds
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 22, 2022
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An Eight-Year Paychex Vet Joins a KPA Aggregator
He now serves as a retirement plan consultant near the Big Apple...
401kWire.com -
Tuesday, March 22, 2022
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A $2.7T-AUM Titan's New Offering Starts With Large DC I-O Clients
The mutual fund giant's team is working on bringing the offering to their KPA allies, too...
401kWire.com -
Tuesday, March 22, 2022
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Reader Rating: 2
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A Nine-Year Commonwealth Vet Joins an RKer
The new hire serves as a marketing manager at the provider...
401kWire.com -
Tuesday, March 22, 2022
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Reader Rating: 5
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A $1.5B-AUM Startup's Chief Passes the Reins, But ...
The four-year-old ETF shop's founder now serves as CEO of its parent company...
MutualFundWire.com -
Tuesday, March 22, 2022
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Lincoln's Two New Strat Leaders Will Partner With RPS
The appointments come as an employee benefits veteran is returning to oversee that business and RPS...
401kWire.com -
Tuesday, March 22, 2022
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Inflows Proportionately Jump 52 Percent
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 22, 2021
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BNY Mellon, PGIM, and Wilmington Power a New Entrant's TDFs
A federation of unions enters the target-date fund business...
401kWire.com -
Monday, March 22, 2021
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In Texas, a KPA and Wealth Team Finds a $15B-AUA Sanctuary
A wirehouse duo shifts their practice to a startup FA network with its own B-D and RIA...
401kWire.com -
Monday, March 22, 2021
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A 16-Year Hancock-New York Life Exec Exits
The DC veteran is based in the Boston area...
401kWire.com -
Monday, March 22, 2021
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Week In Preview, March 22 - March 28
This week, the teams at EBRI, EBSA, That401kSite.com, TRAU, and Trucker Huss will host online events...
401kWire.com -
Monday, March 22, 2021
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Week In Preview, March 22 - March 28
This week, the teams at ETFGI, Expect Miracles, KraneShares, MFDF, MMI, and Nicsa will host online events...
MutualFundWire.com -
Monday, March 22, 2021
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Cervi Brings a Senior FIS Alum to Wolters Kluwer
The new hire will take on a key sales role focused on the TPA community...
401kWire.com -
Friday, March 22, 2019
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Reader Rating: 5
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Invesco Will Cut 850 OpFunds Jobs In One Location
The cuts will begin once Invesco acquires the fund firm. The deal is expected to close in late May...
MutualFundWire.com -
Friday, March 22, 2019
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An ERISA Litigation Specialist Joins Jackson Lewis In Lousiana
The New Orleans team adds a new employee benefits attorney ..
401kWire.com -
Friday, March 22, 2019
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Back to the RKer Branding Future
An insurance titan rebrands its bundled retirement plan business, again...
401kWire.com -
Friday, March 22, 2019
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Voya's Elmslie Hires In Gotham
The new hire joins the recordkeeper's small-mid corporate market business as regional vice president of sales. ..
401kWire.com -
Friday, March 22, 2019
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The Fundster 401k Roundup, March 16-22
A new bidder may have taken the lead in the bidding for a big 401(k) recordkeeper...
MutualFundWire.com -
Friday, March 22, 2019
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Three Takeaways From Fiduciary Rule Limbo
The DoL is working on revising the partially implemented fiduciary reg, the SEC wants to get in on the action, and last week a federal court struck down the DoL's fiduciary reg in its entirety. Here are some pointers for 401(k) plan advisors in light of all the uncertainty...
401kWire.com -
Thursday, March 22, 2018
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What Do Due Diligence Teams Think of Focused Strategies?
New research highlights home office fund selector and model buildings' feeling of focused U.S. equity products. Institutional investors also chimed in...
MutualFundWire.com -
Thursday, March 22, 2018
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An East Coast RKer's Distro Chief Departs
The executive will officially leave the bundled provider next month...
401kWire.com -
Thursday, March 22, 2018
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Voya's Lessner Hires in Alabama
Another regional vice president has been hired at the recordkeeping giant, this time for the Alabama, Mississippi, and Florida Panhandle areas...
401kWire.com -
Thursday, March 22, 2018
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Five Months Post-Verdict, a Judge Decides Present's Fate
In October a jury found the F-Squared founder "liable on all counts" in a securities fraud case brought by the SEC. Now a federal judge has weighed in...
MutualFundWire.com -
Thursday, March 22, 2018
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Fidelity Software Joins intellicents to Launch Platform
intellicents and eMoney partnered to create a new tool for wealth managers. ..
401kWire.com -
Wednesday, March 22, 2017
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Reader Rating: 2
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In Rare Move, American Century Lifts Out
Though the mutual fund shop's PMs are typically homegrown, they're making an exception for a key team...
MutualFundWire.com -
Wednesday, March 22, 2017
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Reader Rating: 3
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NAPA Finds: RPAG's flexPATH
The KPA network shows off a new offering...
401kWire.com -
Wednesday, March 22, 2017
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One Hearing for Acosta, Two Takeaways for EBSA
Believe or not, today marked the first day of an official hearing for a Trump administration labor secretary nominee. ..
401kWire.com -
Wednesday, March 22, 2017
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Reader Rating: 4
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The New Fund Fuss - March 23, 2017
The latest funds about to make their grand debut!..
MutualFundWire.com -
Wednesday, March 22, 2017
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Kan You Jam? Expect Miracles Wants You!
In the upcoming weeks, this industry charity will host two different events, one in Boston and one in New York. ..
MutualFundWire.com -
Wednesday, March 22, 2017
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An Investment Bank Buys a SoCal ETF Strategist
The 13-year-old acquiree has $1.1B in AUA and 11 employees...
MutualFundWire.com -
Wednesday, March 22, 2017
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A Boston-based KPA Switches B-Ds
A Boston 401(k) plan advisor has chosen a new broker-dealer...
401kWire.com -
Tuesday, March 22, 2016
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LPL Moves In Advance of the Fiduciary Regs
Price drops in centrally managed platforms are intended to offer additional transparency. ..
401kWire.com -
Tuesday, March 22, 2016
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Reader Rating: 4
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Fund Flows Plummet Worldwide ... Except in Asia
M* issues its 2015 global asset flows report...
MutualFundWire.com -
Tuesday, March 22, 2016
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A $44MM 403(b) Baptizes Valic
A faith-based organization houses its 403(b) with the plan provider. ..
401kWire.com -
Tuesday, March 22, 2016
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Finra Attacks Over Naked ETF Redemptions
In a first for the self-regulatory agency, they're going after a clearing firm for supervisory issues around an authorized participant broker-dealer...
MutualFundWire.com -
Tuesday, March 22, 2016
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Workers In Retirement Plans Are More Confident
Workers retirement confidence correlates to holding a retirement account. ..
401kWire.com -
Tuesday, March 22, 2016
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Principal's Houston Adds Another Hat
The Principal chief rises yet again...
401kWire.com -
Tuesday, March 22, 2016
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Reader Rating: 4.5
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Galvin Smites BNY Mellon Over NAVgate
The institutional bank agrees to a $3MM settlement over the mutual fund pricing pain last August...
MutualFundWire.com -
Tuesday, March 22, 2016
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Stork and Reaper for the Week of March 22, 2013
Read up on the latest mutual fund product changes...
MutualFundWire.com -
Friday, March 22, 2013
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Schroders Expands in the U.K.
Asset manager looks to buy asset manager in home turf...
MutualFundWire.com -
Friday, March 22, 2013
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NFP Doubles Down on RPAG
401kWire chats with the top retirement exec at the brokerage...
401kWire.com -
Friday, March 22, 2013
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Reader Rating: 1
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A West Coast TPA Bets on 403bs and Distribution
A California shop hires a D.C. industry provider vet to expand its operations...
401kWire.com -
Friday, March 22, 2013
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Reader Rating: 1
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Seen and Heard at the Newport Advisor Conference
The seventh annual conference featured pro-golfers, a former Secretary of State, and
sausage-filled beef, among other things...
401kWire.com -
Friday, March 22, 2013
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Reader Rating: 1.5
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An $827B Asset Manager Seeks a Compliance Director
Asset manager wants execs to ensure regulatory and contractural compliance for all portfolios and mutual funds...
MutualFundWire.com -
Friday, March 22, 2013
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The Hartford Wins a National Account Exec
Senior national account manager will strengthen relationships with largest broker dealer clients...
MutualFundWire.com -
Friday, March 22, 2013
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Wamco's Walsh Will Step Aside
The retiring CIO to be replaced by an executive who previously held the spot for a decade...
MutualFundWire.com -
Friday, March 22, 2013
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How Do You Get Participants, Partners and Employees In on the Chatter?
The Newport Group team talks with a futurist about how social media is changing the retirement plan business...
401kWire.com -
Friday, March 22, 2013
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Wholesalers are Paid Too Much
US News lists them as one of the most overpaid professions...
MutualFundWire.com -
Friday, March 22, 2013
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Reader Rating: 2
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Gross Will Sell His Stamp Collection
Pimco CIO owns most valuable private collection of U.S. stamps, and he is selling it for charity...
MutualFundWire.com -
Friday, March 22, 2013
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Analyst Still Likes Artisan
Investment team tells Barron's that IPO won't distract firm...
MutualFundWire.com -
Friday, March 22, 2013
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Judge OKs Smith Barney Mutual Fund Suit
One group of investors can launch class action...
MutualFundWire.com -
Friday, March 22, 2013
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Vanguard's Board Grows
The CFO of IBM is one of two new additions to the board...
MutualFundWire.com -
Thursday, March 22, 2012
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Aberdeen Rolls Out a U.S. High-Yield Bond Fund
The Philadelphia-based fund firm unveils its latest fund...
MutualFundWire.com -
Thursday, March 22, 2012
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Naddaff Moves on from Citi
The fund services exec bid adieu to the firm in January...
MutualFundWire.com -
Thursday, March 22, 2012
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MFS Realigns DC I-O
The Beantown mutual fund firm says goodbye to a top veteran exec...
401kWire.com -
Thursday, March 22, 2012
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Reader Rating: 2
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Great-West Adds a 457 Wholesaler in the West
The plan provider turns to an ING alum for the post...
401kWire.com -
Thursday, March 22, 2012
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Reader Rating: 3
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Fiduciary Benchmarks Teams Up With an Indie B-D
This is the second retirement plan partnership in two months for the broker-dealer...
401kWire.com -
Thursday, March 22, 2012
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Chris Donahue, Greg Johnson and Jamie Kennedy All Had a Good 2011
The WSJ examines CEO pay at publicly traded mutual fund firms...
MutualFundWire.com -
Thursday, March 22, 2012
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Reader Rating: 1
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A Private Equity Exec Joins Manning & Napier's Board
The Upstate New York mutual fund firm adds a third independent director to its board...
MutualFundWire.com -
Thursday, March 22, 2012
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Van Eck Rolls Out an Indonesia Small-Cap ETF
Officials at the New York firm pitch the product as the first U.S.-listed ETF that focuses on Indonesia's small-cap stocks...
MutualFundWire.com -
Thursday, March 22, 2012
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Matthews Asia Says Goodbye to a PM
Updated | A manager steps down from several offerings at the specialty mutual fund firm...
MutualFundWire.com -
Tuesday, March 22, 2011
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Pru Looks for DC I-O Help in Jersey
The plan provider has an opening in its Parsippany,
New Jersey office...
401kWire.com -
Tuesday, March 22, 2011
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Reader Rating: 1
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Vanguard Reveals Growth in Lifecycle Funds, Account Balances
A pair of Vanguard findings reveal a healthy 2010 for participants...
401kWire.com -
Tuesday, March 22, 2011
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ProShares Pushes its Bond Fund Count Higher
The new offering is designed to hedge against a decline in bond yields...
MutualFundWire.com -
Tuesday, March 22, 2011
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Fidelity's Ryan Finds a New Home
The Fido executive joins up with a trio of familiar faces...
MutualFundWire.com -
Tuesday, March 22, 2011
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OneAmerica Trusts a New Product to Brokers
OneAmerica taps into a new distribution channel for its Premier Trust product...
401kWire.com -
Tuesday, March 22, 2011
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Reader Rating: 5
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Morningstar Levels With Investors About Fees
The mutual fund ratings specialists tout a new tool...
MutualFundWire.com -
Tuesday, March 22, 2011
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A Fidelity EVP Bows Out
There's a new face heading Fidelity Workplace Investing...
401kWire.com -
Tuesday, March 22, 2011
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Reader Rating: 4
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Ex-OppFunds Distribution Chief Joins a College Board
A New England school adds a fundster to its board of trustees...
MutualFundWire.com -
Tuesday, March 22, 2011
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Two Top Execs Depart Fidelity
Fido bids farewell to a pair of top executives...
MutualFundWire.com -
Tuesday, March 22, 2011
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WSJ Takes a Bottom Up View of a Van Eck Fund
A Van Eck Fund catches the Journal's eye...
MutualFundWire.com -
Tuesday, March 22, 2011
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BrightScope Enters a New Market
Updated | The SoCal-based retirement plan analytics firm expands its core rating system...
401kWire.com -
Tuesday, March 22, 2011
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Reader Rating: 4.2
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Putnam Unveils its Retirement Income Lineup
Bob Reynolds wants participants to retire in style...
401kWire.com -
Tuesday, March 22, 2011
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Reader Rating: 3
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Putnam Preps a Trio of Absolute Return Funds
The firm will launch three new absolute funds in June...
MutualFundWire.com -
Tuesday, March 22, 2011
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Bolt Gains a Bigger Role at Franklin
Franklin promoted the 22-year company veteran to chief operating officer...
MutualFundWire.com -
Monday, March 22, 2010
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Putnam to Cut Sales Charges on Three of its Funds
The Boston Behemoth is lowering the initial sales charge on three of its funds and lowering thresholds for NAV purchases of its fixed income and absolute return funds...
MutualFundWire.com -
Monday, March 22, 2010
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Reader Rating: 5
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Top 40 Advisor: Mike Montgomery
This Tampa-based RPAG member lands in the top 40 DC advisors of 2009 as one of ten finalists in the small market...
401kWire.com -
Monday, March 22, 2010
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Rydex is Hit with a Class-Action Suit
The suit, filed in federal court in the Northern District of California last week, centers on the Rydex Inverse Government Long Bond Strategy Fund...
MutualFundWire.com -
Monday, March 22, 2010
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Merger Will Eliminate 60 Sales Jobs
The union of Invesco and Morgan Stanley's retail asset management business will eliminate 60 posts from the combined sales force...
MutualFundWire.com -
Monday, March 22, 2010
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AllianceBernstein Names its New CFO
The New York City-based investment manager taps a replacement for Robert Joseph, who is retiring...
MutualFundWire.com -
Monday, March 22, 2010
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ASPPA Says Goodbye to Orlando and San Diego
Talk of regulatory issues dominated much of the 2010 401k Summit. Watch for the trade group to switch its conference locations...
401kWire.com -
Monday, March 22, 2010
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Reader Rating: 2.5
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Hillary is Back on the Scene
Ex-Marsico Capital portfolio manager Jim Hillary has won a sub-advisory contract with Long Short Advisors LLC...
MutualFundWire.com -
Monday, March 22, 2010
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Pru Continues its Push for Multiple Small Employer Plans
The provider unveils a white paper calling for the use of multiple employer plans to help expand coverage in the micro market...
401kWire.com -
Monday, March 22, 2010
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Reader Rating: 5
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Invesco PowerShares Sees Another Change in its Top Ranks
One of the execs who played a key part in the 2006 sale of PowerShares to Invesco has moved on from the firm...
MutualFundWire.com -
Monday, March 22, 2010
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Northern Trust Unveils a Sub-Advised Collective Funds Trust
The Chicago firm on Monday launched the new investment fund platform...
401kWire.com -
Monday, March 22, 2010
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Reader Rating: 3
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Fido Says Goodbye to Non-Level Comp in Advisor 401k
The giant provider will switch its intermediary-sold DC platform to an entirely flat fee model...
401kWire.com -
Monday, March 22, 2010
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Reader Rating: 4
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Fidelity Flattens Advisor 401k Fees
Updated | This summer, the Boston Behemoth will reportedly switch to a level compensation model for its intermediary-sold retirement plan platform...
MutualFundWire.com -
Monday, March 22, 2010
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Fidelity Loses a Fortune 50 Plan Sponsor
A $14 billion plan is moving away from Fidelity to another recordkeeper. ..
401kWire.com -
Monday, March 22, 2010
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Reader Rating: 4
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Fund Managers Weigh in on Health-Care Stocks
Today's WSJ Fund Track column dissects the subject that's on everyone's mind: healthcare...
MutualFundWire.com -
Monday, March 22, 2010
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A 'Help Wanted' Sign Hangs at Fido Even As it
Lays Off Workers
Fidelity is adding analysts and other investment professionals even as it implements layoffs, including 46 at its FMR Co. mutual fund unit, The Boston Globe's Ross Kerber reports...
MutualFundWire.com -
Sunday, March 22, 2009
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Fidelity Names its New Top Bond Man
The Boston Behemoth taps an exec from Goldman Sachs to lead its bond group...
MutualFundWire.com -
Sunday, March 22, 2009
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Want to Buy iShares? Barclays Will Lend You Most of the Money
Barclays is offering to finance 80 percent of the sale price of iShares, the Journal reports. The auction is down to two or three bidding groups...
MutualFundWire.com -
Sunday, March 22, 2009
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360 Degrees of Online Fiduciary Goodness
A Keystone State group of fiduciary experts revamps their websites and looks to help advisors grow their business...
401kWire.com -
Thursday, March 22, 2007
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And the Award Goes to..
What really goes on the Lipper Awards? We Know. Today in the WSJ, everyone learned who the winners of the Lipper Fund awards were, but not the details of the soiree high above Central Park where they were given away...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Ads Can Bring in Customers-But Not More Money
Does more advertising lead to bigger payoff when it comes to mutual funds? Well maybe not finds a new study in Sweden. Bu the higher fees associated with advertising budgets do get passed down to the customers. Deal or no deal?..
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 4.17
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Wealth2K's Macchia Blog Tips Scales for Annuities
Dave Macchia, CEO of Wealth2k and one of the founding members of the Retirement Income Industry Association, talks candidly about his blog and the need for more better communication among industry leaders.
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MutualFundWire.com -
Thursday, March 22, 2007
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Sandy West Gets Director of Membership Spot at ICI
Longtime director of investor research, Sandra West, has been moved into a new position where her focus will include ICI member outreach, recruitment and retension...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Goldman Takes a Trip to Hudson Street
Goldman has began it's entry into the third-party research program. Hudson Street services is being billed as an compliment to Goldman's Hudson 3RB which promotes the research of hundreds of broker-dealers reports Traders Magazine. What will this new firm offer you say? The answer is simple analytics, measurement tools and other research-related data products from technology vendors...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3.17
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Target Date Boom Hits Fund Awards
The fund industry's award show surprisingly finds lifecycle funds on stage for a bit, and reveals a new product.
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401kWire.com -
Thursday, March 22, 2007
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Reader Rating: 2.5
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Heads Roll at AMEX
AMEX has been issued a cease-and-desist order by the SEC for failing to enforce compliance with securities laws and rules and failing to comply with its record-keeping obligations. Uh-oh, somebody's in trouble...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Darkness Falls
Order Execution Services, a Princeton, N.J.-based broker-dealer that links exchanges to one another, has created a service that can intercept orders routed out by its exchange customers and send them to industry crossing systems reports Traders Magazine. Don't get too excited, only brokers approved by the SEC can use it...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 2.85
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Pay it Forward
The funds that were the victims of fraudulent market timing and late trading by the Veras hedge funds are about to get some relief, courtesy of the SEC. Veras consented to the time without admitting the crime. Entering into an agreement to pay out $38 million in Fair Funds to approximately 810 mutual funds, without saying they did anything wrong reports lawfuel.com. Right...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Green is the New Black
Get them while they're green, maybe. In yet another stellar article summary by Ignites (the original is from Kiplinger.com), they discuss the advantages of having a new fund manager, list a few examples and wrap it all up. What did we learn? There are some some inexperienced fund mangers out there, they do ok. Profound...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Vanguard Speaks XBRL
Vanguard has embraced XBRL and pending the approval of the SEC , others funds are expected to fall in line. The data tags will be added to the risk summary sections of online prospectuses with the vision of making it easier for investors to get the information they need to select funds intelligently. All considered Ignites thinks that Vanguard can benefit from adopting this technology, and it's that opinion that matters...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 3
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Affiliated Computer Selling?
The Lone Star State technology and outsourcing specialists appear to be on the block.
..
401kWire.com -
Thursday, March 22, 2007
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Sponsor Match Flies Sky High
A Peach State firm promises to pump up its K.
..
401kWire.com -
Thursday, March 22, 2007
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Reader Rating: 2
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Bear Stearns ETF is not like the Others
Bear Stearns isn't sharing the details of the thinking behind its new ETF, but the about to be launched fund has a unique twist...
MutualFundWire.com -
Thursday, March 22, 2007
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Reader Rating: 2.9
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Pioneer's Wholesaling Solution Featured in Case Study
Report highlights the productivity boost Pioneer's sales force received through mobile CRM access.
..
MutualFundWire.com -
Wednesday, March 22, 2006
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Reader Rating: 5
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CPI Adds Funds
The Kansas-based TPA continues to expand its platform...
401kWire.com -
Wednesday, March 22, 2006
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Reader Rating: 4.64
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Ceridian Opens to Roth Plans
The firm's retirement plan services unit now services the after-tax set...
401kWire.com -
Wednesday, March 22, 2006
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Reader Rating: 3.6
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Tech Firm Joins Pension-Freezing Trend
It will offer a beefed-up DC plan instead...
401kWire.com -
Wednesday, March 22, 2006
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DoL Sues PA Fuel Company for 401(k) Funds
Earlier this month, the Department filed a suit against the bankrupt company in the U.S. District Court in Pittsburgh...
401kWire.com -
Wednesday, March 22, 2006
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PIMCO Promotes 65
A wave of promotions has swept PIMCO. The Newport Beach, California-based asset management firm announced a total of 65 promotions in a news release Wednesday.
..
MutualFundWire.com -
Wednesday, March 22, 2006
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Pyramis Names CIO
Pyramis Global Advisors, a unit of Fidelity Investments, has named the former head of Gartmore Global Investments as its first chief investment officer. The appointment of Young Chin completes the formation of the firm's investment management leadership team, the Boston-based company said in a news release Wednesday.
..
MutualFundWire.com -
Wednesday, March 22, 2006
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Riepe Takes BoD Seat at Genworth
The former vice chairman of T. Rowe Price won't be disappearing from the scene, it appears. Genworth has elected him to its Board of Directors.
..
MutualFundWire.com -
Wednesday, March 22, 2006
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Fund Firms Take Interest In New Performance Measure
A new way of evaluating mutual fund performance is catching the attention of a number of major fund firms, The Wall Street Journal reports.
..
MutualFundWire.com -
Wednesday, March 22, 2006
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Oppenheimer, Gartmore Families Win Lipper 2006 Overall Awards
Lipper has issued its annual kudos, with Oppenheimer and Gartmore taking overall honors...
MutualFundWire.com -
Wednesday, March 22, 2006
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Delta Air Lines Inc.
Fidelity Institutional Retirement Services (FIRSCo) has won the mandate for a newly formed 401(k) plan covering pilots at Delta Air Lines, according to industry sources.
..
401kWire.com -
Tuesday, March 22, 2005
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Golden State Sponsor Dumps Incumbent
A sports equipment manufacturer chooses another bundled provider...
401kWire.com -
Tuesday, March 22, 2005
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Secrets of Wholesaling Success
Panelists at the 401(k) Summit give their thoughts on how to move up to that corner office...
401kWire.com -
Tuesday, March 22, 2005
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Reader Rating: 1.5
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Mercer Gets into the Investment Biz
The new unit will offer multi-manager products to institutional and retail investors...
MutualFundWire.com -
Tuesday, March 22, 2005
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Reader Rating: 5
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New Mercer Unit Goes Live
Mercer Global Investments will begin offering a multi-manager product for defined contribution plans in the coming months...
401kWire.com -
Tuesday, March 22, 2005
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Sungard Deal Could Close This Week
More details emerge about the Sungard deal...
401kWire.com -
Tuesday, March 22, 2005
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Reader Rating: 2.5
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Top Bisys Lawyer Leaves
The top lawyer at the Bisys Group has resigned company officials said Tuesday morning. Kevin J. Dell, executive vice president, general counsel and secretary of Bisys is leaving to pursue other opportunities.
..
MutualFundWire.com -
Tuesday, March 22, 2005
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Top Bisys Lawyer Leaves
The top lawyer at the Bisys Group has resigned company officials said Tuesday morning. Kevin J. Dell, executive vice president, general counsel and secretary of Bisys is leaving to pursue other opportunities.
..
401kWire.com -
Tuesday, March 22, 2005
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Reader Rating: 2.5
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Vanguard Intros Fund of Funds
Vanguard has filed to launch an equity fund that will invest in eight of its other equity funds. The Vanguard Diversified Equity Fund is expected to open for investment in June...
MutualFundWire.com -
Tuesday, March 22, 2005
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Victory's Prez Takes on CEO Role
Victory Capital Management is saying goodbye to its chief executive officer, Rick Buoncore. Taking his place is current president of Victory, Robert Wagner.....
MutualFundWire.com -
Tuesday, March 22, 2005
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Education Provider Launches Website
The firm broadens its suite of tools...
401kWire.com -
Tuesday, March 22, 2005
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One Stop Shopping at Oppenheimer
Oppenheimer rolls out its first multi-cap fund...
MutualFundWire.com -
Monday, March 22, 2004
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A.G. Edwards Sells Subsidiary
After just over a year as a subsidiary of A.G. Edwards, the TPA is being bought back by its original owners...
401kWire.com -
Monday, March 22, 2004
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Reader Rating: 4
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Guardian Re-Enters Group Annuity Market
Guardian re-launches its Guardian Advantage product with upgrades and a new distribution partnership...
401kWire.com -
Monday, March 22, 2004
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Reader Rating: 3
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New Annuity from New York Life
NYLIAC teams up with National City Insurance Group to issue a fixed annuity product...
MutualFundWire.com -
Monday, March 22, 2004
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New Market Timing Disclaimers
Fund firms and their critics are not seeing eye to eye on new disclaimers about market timing...
MutualFundWire.com -
Monday, March 22, 2004
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SunGard Settles TSP Claim
Platform maker settles lawsuit for $425,000 but denies overcharge claims made by ex-employee...
401kWire.com -
Monday, March 22, 2004
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Reader Rating: 3
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Fink Calls Journal Story Inaccurate
ICI conference call raises questions at the Wall Street Journal. Journal article raises questions at the ICI...
MutualFundWire.com -
Monday, March 22, 2004
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Reader Rating: 1
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DIA Gets Advice
The bundled vendor has purchased one of the Web-based advisors...
401kWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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DoL Plans Free 5500 Access
Look for the Labor Department to update it Web site in the first half of 2003 with data collected from 5500s.
..
401kWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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Supreme Court Denies Hearing on 401k Rollover
NY Life Names Marketer ... RBC Dain Builds Broker Relationship Team ... OppFunds Lands MAS Trio for Bonds ... Fido Creates Biotech Group ... Advantus Names Stock Analsyt...
401kWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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GICs Are Back
Stable value cash flows were up in 2000. Assets in these contracts now total more than $265 billion.
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401kWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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NY Life Names Marketer
NY Life Names Marketer ... RBC Dain Builds Broker Relationship Team ... OppFunds Lands MAS Trio for Bonds ... Fido Creates Biotech Group ... Advantus Names Stock Analsyt ... Supreme Court Denies Hearing on 401k Rollover.
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MutualFundWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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Janus Loses Half
Headcount at the firm fell to 1,450 from 3,100 in 2001. The latest out the door is its Chief Marketer...
MutualFundWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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Skandia Goes Back to Basics
The firm will zero in on where its profits are -- VAs and mutual funds -- and cut 401k plans and life insurance.
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MutualFundWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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W&R Vows to Fight
The firm promises to appeal a $50 million verdict in its revenue sharing dispute.
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MutualFundWire.com -
Friday, March 22, 2002
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Reader Rating: 3
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Sincere Taps TIAA-CREF
Advisor relations exec comes on board as part of product expansion plan...
MutualFundWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Super-Sized Action at Mid-Sized Conference
What you may have missed at the Mid-Sized Pension Management Conference...
401kWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Pru Catches Layoff Flu!
Pru 401k head Montgomery presides over mass cuts on his way out...
401kWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Schwab to Slash Staff
Hints of cuts will materialize into a flurry of pink slips, but one division is spared...
401kWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Delaware Supports Philly Art Center
Delaware Supports Philly Art Center..
401kWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Delaware Supports Philly Art Center
Delaware Supports Philly Art Center..
MutualFundWire.com -
Thursday, March 22, 2001
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Reader Rating: 5
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Freezing Heartland
SEC appoints steward for trio of funds in wake of non-compliance.
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MutualFundWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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Schwab to Slash Staff
Hints of cuts will materialize into a flurry of pink slips, but one division is spared.
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MutualFundWire.com -
Thursday, March 22, 2001
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Reader Rating: 3
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The Many Sides Of David Miles
The AMCORE exec takes on more titles...
MutualFundWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Fund...Bond Fund
A new bond fund is being added to the lineup of this Charlotte, NC fund company and distributor...
MutualFundWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Wisconsin Union On The Line
Wisconsin's Asbestos Workers, Local #127 is looking for a new provider for its Taft-Hartley plan, a knowledgeable source who is close to the plan told the 401kWire.com. The union currently uses Firstar for defined contribution services, but is considering a number of offers. No final decision has been reached, and no deadline has been set...
401kWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Fido on Investing among Younger Workers
401(k) participants in their 20's are among the most conservative of investors, at least according to a new report from Fidelity Investments. The title of the study is "Building Futures: How American Companies Are Helping Their Employees Retire."..
401kWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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DB Buys Part of Pru's UK Fund Biz
Deutsche Bank has agreed to purchase an $18.8 billion part of Prudential's UK fund business...
MutualFundWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Odd Lots, March 22, 2000
The price of success ... Social doings ... You've got mail? ... Sanborn steps down...
401kWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Odd Lots, March 22, 2000
The price of success ... Social doings ... You've got mail? ... Sanborn steps down...
MutualFundWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Corbel Uncorks New Wins
Corbel -- the employee benefit technology firm in Jacksonville, Florida -- has 16 new clients in recent weeks for its Quantech Participant Web module, Tom Makeever, director of sales, told the 401kWire.com. The system is designed to provide participants with daily valuation over the Internet...
401kWire.com -
Wednesday, March 22, 2000
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Reader Rating: 3
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Levitt Renews Call for Director Reform
The SEC Chairman revisted the theme of Fund governance reform at today's ICI Mutual Funds Conference. The ICI's Fink outlined four areas for commensense regulation...
MutualFundWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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ICI Pres Calls for Simpler DC System
The ICI's president used his keynote address at today's mutual fund conference in Palm Desert, CA, to call for simplified defined contribution plans...
401kWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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Banc One and Pegasus Funds Merge
Banc One's funds has merged with the Pegasus funds to form the One Group Mutual Funds...
MutualFundWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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T. Rowe to Add WWW Account Activation
Early next quarter T. Rowe Price is planning to add a feature to its website to allow participants to activate their account through the web. Now participants must make a phone call, Steve Sanchez, assistant vice president and manager of communications and product development told The 401kWire.com...
401kWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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Equitable to Launch AXA Advisors and Change Name
The Equitable Companies Inc. board has approved a name change and plans to launch a new brand, AXA Advisors...
MutualFundWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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DTC and NSCC Make Alphabet Soup
The National Securities Clearing Corporation (NSCC) and the Depository Trust Company (DTC) formerly announced their engagement today as their respective boards approved a plan to combine the two companies. The companies have not decided on a new name for the combined entity. ..
MutualFundWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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TAG On: Fixing a Mistaken Corrective Distribution
You returned excess contributions to HCEs after your plan failed its testing. But they you learn the plan actually passed. TAG explains how to keep you plan from becoming disqualified in this case...
401kWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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Odd Lots, March 22, 1999
Alliance fund manager discusses how utilities will change ... SEC chair to address independent director issues at the ICI conference today... Expect even more fund mergers in the upcoming months.
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MutualFundWire.com -
Monday, March 22, 1999
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Reader Rating: 3
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