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News Stories Archives - Since 1998
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BlackRock Won Two-Thirds of Passive Inflows Last Month
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 24, 2024
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Alerus Rebrands a 19-Month-Old PEP
The Midwestern provider serves as PPP, TPA, and trustee for this pooled employer plan...
401kWire.com -
Wednesday, July 24, 2024
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Hueler Teams Up With "a Really Fantastic" RKer
This is the third recordkeeper to plug into this retirement income offering from the Midwestern fintech...
401kWire.com -
Wednesday, July 24, 2024
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In Oregon, GPS Hires a Definiti Alum
The new hire will serve as a senior fiduciary consultant at the PPP...
401kWire.com -
Wednesday, July 24, 2024
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Redell Celebrates an EM Fund's 1st Decade
The DoubleLine team has a mutual fund surpassed that reached its 10th birthday earlier this year...
MutualFundWire.com -
Wednesday, July 24, 2024
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Gen Z Participants Expect to Retire Youngest, And ...
New research from a recordkeeper highlights generational differences in 401(k) participants' expectations...
401kWire.com -
Wednesday, July 24, 2024
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Simplify's Inflows Jump Tenfold
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 24, 2023
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SageView Enters Ohio
The PE-backed KPA aggregator's team welcomes their first advisor in the Buckeye State...
401kWire.com -
Monday, July 24, 2023
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Reader Rating: 4
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Minsky Brings an Ex-SARP Chief to DCIIA
The new hire will serve as a senior advisor at the trade group...
401kWire.com -
Monday, July 24, 2023
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Week In Preview, July 24 - July 30
This week, the teams at Broadridge, ERIC, NAPA, Spark, and WIPN will host events...
401kWire.com -
Monday, July 24, 2023
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Week In Preview, July 24 - July 30
This week, several firms in the asset management business will release earnings reports, and the MFDF team will host an event...
MutualFundWire.com -
Monday, July 24, 2023
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401k Loans Were Up In June ... and Down
Despite the coronavirus crisis, new data suggests that the vast majority of participants have maintaining their savings rates...
401kWire.com -
Friday, July 24, 2020
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ASPPA Adds a Consulting Designation
The trade group has a new credential meant to fall between the QKA and the QPA...
401kWire.com -
Friday, July 24, 2020
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Reader Rating: 3
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The Neuberger Team Mourns an Ex-MF Chief
The former exec spent more than 38 years at the Gotham asset manager...
MutualFundWire.com -
Friday, July 24, 2020
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An SS&C Vet of 40 Years Retires
She started at Newkirk...
401kWire.com -
Friday, July 24, 2020
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Active's Brief Flows Lead Ends
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 24, 2020
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An Ex-Wirehouse Tech Leader Advises Ascensus
The private equity-backed provider gains a board member...
401kWire.com -
Friday, July 24, 2020
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Reader Rating: 5
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Edelman Financial Engines Gains a DCIIA Alum
The founder of Strooga Consulting joins the managed account provider...
401kWire.com -
Wednesday, July 24, 2019
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Reader Rating: 5
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From BlackRock Director to Employee Coach
An external wholesaler leaves the company after six years...
MutualFundWire.com -
Wednesday, July 24, 2019
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Cetera Seeks RKers to FASTen Onto a New Service
For an outsourced fiduciary specialist's new offering, the indie B-D network is a launch partner...
401kWire.com -
Wednesday, July 24, 2019
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Reader Rating: 5
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A $650MM Plan Sponsor Doubles Down With Pru
A county expands its 20-year relationship with the bundled provider. ..
401kWire.com -
Wednesday, July 24, 2019
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What Will This Biz Look Like In Six Years?
The PwC team gazes into their crystal ball and offers some predictions about the mutual fund industry's future...
MutualFundWire.com -
Wednesday, July 24, 2019
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Deferral Rates Are Lagging With Auto-Enrollment
While participation rises with small plan sponsors, average deferral rates fall with...
401kWire.com -
Wednesday, July 24, 2019
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In D.C., a Think Tank Kicks Off a Retirement Campaign
A reception will kick off the start of their retirement policy campaign. ..
401kWire.com -
Tuesday, July 24, 2018
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Which FAs Want Your Portfolio Construction Help?
New research highlights the importance of portfolio construction specialists across different types of financial advisors...
MutualFundWire.com -
Tuesday, July 24, 2018
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Case of the Week: Deadline to Establish a SIMPLE IRA Plan
Jenny Kiffmeyer of the RLC offers FAs eligibility reminders about the retirement plan...
MutualFundWire.com -
Tuesday, July 24, 2018
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A Garden State KPA Duo Publishes
A pair of veteran 401(k) plan advisors pen a book for helping participants navigate the DC plan world...
401kWire.com -
Tuesday, July 24, 2018
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The Johnsons Mourn Fidelity's Fallen Heart
A top Boston Behemoth alumnus dies at the age of 96...
MutualFundWire.com -
Tuesday, July 24, 2018
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A JPMAM DC Alum Joins TIAA
Regulatory filings tell of the new position...
401kWire.com -
Tuesday, July 24, 2018
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Reader Rating: 2
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Carroll Joins a $47.1B Shop
The former Allianz GI retail chief joins another asset manager in the Big Apple...
MutualFundWire.com -
Monday, July 24, 2017
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Filings for Fundsters - July 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, July 24, 2017
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This Jersey Shop Seeks a Retirement Plan Consultant
An East coast boutique firm is looking to hire a retirement plan consultant.....
401kWire.com -
Monday, July 24, 2017
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LFG Exec Shifts to Another RKer
This VP is focused in business development.....
401kWire.com -
Monday, July 24, 2017
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USCF and Edgewood Had a Fantastic June!
An analysis of $1B to $10B AUM fund flow data for June 2017...
MutualFundWire.com -
Monday, July 24, 2017
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Clothing Brand Seeks an Investment Consultant for Its $82MM Plan
The online clothing brand is looking for a new investment consultant. ..
401kWire.com -
Monday, July 24, 2017
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Reader Rating: 1.07
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Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com -
Monday, July 24, 2017
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Securian Fills Lead Roles
Key roles were filled at Securian post the retirement of their national head of marketing and retirement.....
401kWire.com -
Monday, July 24, 2017
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Russell Sees Winds of Change In Latest Forecast
Apparently you do need a weatherman to see which way the wind blows. ..
401kWire.com -
Friday, July 24, 2015
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Empower Keeps a Gas Giant
They're not blowing smoke.....
401kWire.com -
Friday, July 24, 2015
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Reader Rating: 1.67
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Ignites' Publisher is Sold ... Again
After months and months of waiting, Pearson has found a buyer for Ignites' parent...
MutualFundWire.com -
Friday, July 24, 2015
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Reader Rating: 5
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A 20-Year KPA Vet Joins a New Shop
This 401(k) plan advisor (KPA) based in Michigan joins a new shop...
401kWire.com -
Friday, July 24, 2015
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Associated Bank Promotes Former Manager to SVP
Associated Bank promotes from within...
401kWire.com -
Friday, July 24, 2015
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Reader Rating: 2.67
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SEC's Gallagher Sees "Fait Accompli"
Daniel Gallagher, SEC commissioner, talks... ..
401kWire.com -
Friday, July 24, 2015
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Reader Rating: 2.5
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Will CapGroup Love Armour or Lace?
The chairman of the third largest mutual fund company in the world died this week. Next week the shop's board is meeting -- who will take over?..
MutualFundWire.com -
Friday, July 24, 2015
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AB Will Liquidate This $1.03B Fund Series
The asset manager is swapping out a 10-year-old suite of mutual funds for a newer version launched last year...
MutualFundWire.com -
Friday, July 24, 2015
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Versus Finra
Advisors are teaming up to share horror stories and lessons from fights with the regulator and with B-Ds...
401kWire.com -
Thursday, July 24, 2014
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Mackanos Makes a Retirement Income Alliance
Alliance Benefits Group teams up with a Midwestern shop...
401kWire.com -
Thursday, July 24, 2014
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Highland Hires Nine, Wants Ten More
The Dallas-based alts shop heightens its hunt for wholesalers in its crusade to double its assets to $10 billion in two years...
MutualFundWire.com -
Thursday, July 24, 2014
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Brambley Adds a VP
A Pennsylvania-based consulting firm welcomes a familiar face...
401kWire.com -
Thursday, July 24, 2014
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Sullivan Buys a $10B Global Shop
Legg CEO continues acquisitive streak with an Edinburgh-based equity boutique...
MutualFundWire.com -
Thursday, July 24, 2014
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Voya's New Platform De-Abstracts The Nest Egg
Voya explains why looking at only your account balance is a shaky approach to living a comfortable retirement...
401kWire.com -
Thursday, July 24, 2014
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Reader Rating: 4.25
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Mary Jo White Makes Her Move, With No Surprises
The SEC finally unveils its reform package for the $2.6 trillion money fund industry...
MutualFundWire.com -
Thursday, July 24, 2014
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Reader Rating: 4
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An RKer Preps an App and a Program Redesign
Watch for the tech upgrades to be available late 2014 or early 2015...
401kWire.com -
Thursday, July 24, 2014
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A $3B KPA Team Tweaks Its Brand and Expands.
An LPL-affiliated shop of retirement plan advisors adds a wealth management specialist and a branch in the City of Brotherly Love...
401kWire.com -
Thursday, July 24, 2014
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How Much Money Does Wells Fargo Want From You?
Wirehouse expects a hefty minimum from you now...
MutualFundWire.com -
Wednesday, July 24, 2013
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KKR: Sonneborn Departure Won't Hurt Us
Former TCW had been architect of firm's fund business...
MutualFundWire.com -
Wednesday, July 24, 2013
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New York Life Scores Two New Clients
AMC and Dead River are using New York Life's retirement services. ..
401kWire.com -
Wednesday, July 24, 2013
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Reader Rating: 3
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Former PineBridge CEO Joins WisdomTree Board
Director succeeds one of the company's initial venture backers...
MutualFundWire.com -
Wednesday, July 24, 2013
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Two Lord Abbett Funds Amend Investment Policies
Lord Abbett [profile] has amended the investment policies for the Lord Abbett Inflation Focused Fund and the Lord Abbett Short Duration Income Fund. [SEC Filing]...
MutualFundWire.com -
Wednesday, July 24, 2013
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A Lord Abbett Fund Amends PM Team
Lord Abbett [profile] has amended the investment advisory information for the Micro Cap Growth Fund. F. Thomas O’Halloran is the head PM for the fund's team. Anthony W. Hipple and Arthur K. Weise assist O'Halloran in managing the fund. [SEC Filing].
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MutualFundWire.com -
Wednesday, July 24, 2013
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A DWS Fund Updates Investment Strategies
DWS [profile] has amended the principal investment strategies for the Diversified Market Neutral Fund. [SEC Filing]. ..
MutualFundWire.com -
Wednesday, July 24, 2013
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A WisdomTree Fund Will Make Shares Available In August
WisdomTree [profile] has amended the Emerging Markets Dividend Growth Fund. Shares of the fund are not currently available for purchase on the secondary market; however, it is anticipated that shares will be available for purchase on or about August 1, 2013. [SEC Filing].
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MutualFundWire.com -
Wednesday, July 24, 2013
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The Newport Group Unveils A New Program
The Newport Group today launched "Compass" to help make retirement planning easier, ..
401kWire.com -
Wednesday, July 24, 2013
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Reader Rating: 4
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CFOs Want Better Target Date Funds
Pru and CFO Research release new data about what plan sponsors want in the pension and benefits spaces...
401kWire.com -
Wednesday, July 24, 2013
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DiCenso Departs as Gallagher Reorgs
The publicly-traded insurance brokerage is shaking up its retirement plan business...
401kWire.com -
Wednesday, July 24, 2013
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Reader Rating: 4.5
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Sonneborn Is Gone From KKR
The former TCW honcho who KKR hired to build out its mutual fund biz has left...
MutualFundWire.com -
Wednesday, July 24, 2013
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Fido Does The FIWS Shuffle, Again
The good news for fundsters? Your contacts are still working there...
MutualFundWire.com -
Wednesday, July 24, 2013
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Don't Call ASPire a Recordkeeper
That is the message delivered to more than one hundred investment-only executives today in Tampa Bay...
401kWire.com -
Tuesday, July 24, 2012
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Reader Rating: 4.25
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ING iPhone Game Teaches Retirement-Planning Strategies
If you like Tetris, ING has designed something for you as a way to combat financial illiteracy...
401kWire.com -
Tuesday, July 24, 2012
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Reader Rating: 4
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Eaton Vance and CLS Lose Gigs
The two subadvisors are losing their mandates to a pair of rivals. ..
MutualFundWire.com -
Tuesday, July 24, 2012
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Stork and Reaper for July 24, 2012
The MFWire's daily report on mutual fund births, deaths, and changes...
MutualFundWire.com -
Tuesday, July 24, 2012
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Cogent Crowns Vanguard ETF King
Cogent Research releases its rankings of ETF providers...
MutualFundWire.com -
Tuesday, July 24, 2012
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Moody Upgrades Matrix's Advisor Support
Updated | The Broadridge subsidiary debuts an improved offering for retirement plan advisors...
401kWire.com -
Tuesday, July 24, 2012
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Reader Rating: 5
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Sausagemaker Watches Its 401k Being Made
Oberto finds a new consultant and RKer for its $30 million plan...
401kWire.com -
Tuesday, July 24, 2012
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Reader Rating: 5
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Does Adding an Employer Match Raise Plan Participation?
A new study from the National Bureau of Economic Research seeks to measure the impact of a match...
401kWire.com -
Tuesday, July 24, 2012
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Reader Rating: 3
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Fido Alums Join Bush for Dinner
In Boston, George W. Bush makes time for a few mutual fund execs...
MutualFundWire.com -
Tuesday, July 24, 2012
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Even TDFs Are Getting the Gray Lady's Scrutiny on Fees
The NYTimes sums up the latest Popping the Hood report and focuses on falling fees...
MutualFundWire.com -
Tuesday, July 24, 2012
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FPA Loses International Value Strategy PM
Unforeseen circumstances prompt fund PM to resign...
MutualFundWire.com -
Tuesday, July 24, 2012
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M*'s Kinnel Sees Berkowitz, Heebner and Friess' Successor Breaking
Morningstar's Russel Kinnel looks into five funds that were once strong but struggled come end of 2011. ..
MutualFundWire.com -
Tuesday, July 24, 2012
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Helmet On, Principal Funds' Cuniff Rides to Barron's
The subadvisor to Principal Funds is not riding too close to the edge these days. ..
MutualFundWire.com -
Tuesday, July 24, 2012
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MassMutual Promotes a Fido Alum to Managing Director
A regional non-profit market specialist moves up at the Springfield, Massachusetts-based plan provider...
401kWire.com -
Friday, July 24, 2009
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Reader Rating: 5
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MSSB Wins Over a Retirement Plan Shop From UBS
A DC-focused advisor aligns with the freshly merged wirehouse...
401kWire.com -
Friday, July 24, 2009
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Reader Rating: 2
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Baron's Distribution Chief Hires Two
Brian Jacobs adds two wholesalers...
MutualFundWire.com -
Friday, July 24, 2009
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BlackRock Brings in an Ex-RiverSource Wholesaler
The New York asset manager brings on board a RiverSource and Rydex alum...
MutualFundWire.com -
Friday, July 24, 2009
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Reader Rating: 5
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An Independent RKer Anoints a Consulting Chief
A company veteran climbs higher at the provider while another position still needs to be filled...
401kWire.com -
Friday, July 24, 2009
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Reader Rating: 3
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Another Batch of AllianceBernstein Funds See Expense Ratios Rise
AllianceBernstein restates expense ratios for eight of its funds...
MutualFundWire.com -
Friday, July 24, 2009
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LPL Shuts Out Direxion's ETFs
The godfather of indie B-Ds creates a new leveraged ETF policy that appears to only affect offerings from one of the three big players...
MutualFundWire.com -
Friday, July 24, 2009
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Target Date Assets Rise and Flows Fall at T. Rowe
The Baltimore-based fund firm unveils its results for Q2 2009...
401kWire.com -
Friday, July 24, 2009
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Reader Rating: 1
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First Circuit Reconsiders a Market Timing Defeat for Two Columbia Alums
The Boston-based court of appeals takes another look at an SEC case against two former top distribution execs...
MutualFundWire.com -
Friday, July 24, 2009
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Miller is Ready to Run with the Bulls
Each July the brave and foolhardy journey to Pamplona to run with the bulls. Bill Miller says he sees a bull market and that he is ready to run. Question is: will he be trampled again?..
MutualFundWire.com -
Friday, July 24, 2009
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T. Rowe's Q2 Net Falls 38 Percent
The Baltimore-based firm ended the quarter with mutual fund AUM of $189 billion...
MutualFundWire.com -
Friday, July 24, 2009
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Federated Sees Earnings Slip 3 Percent in Q2
The Pittsburgh-based investment manager had total AUM of $401.8 billion for the second quarter...
MutualFundWire.com -
Friday, July 24, 2009
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ICI: IRAs Outpace DC Growth
The latest report from the mutual fund industry trade group looks at 2007 numbers for retirement assets.
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401kWire.com -
Thursday, July 24, 2008
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The Reserve's Chiefs Look to Explain their DC Debit Card
401k loans, especially in magnetic-swiping format, are under fire, and the leadership at the company behind that product prepares to educate...
401kWire.com -
Thursday, July 24, 2008
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Reader Rating: 5
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AUL Looks to Increase its 403b Staff
Amid all the 403b action, the Indianapolis-based provider is looking to hike its headcount...
401kWire.com -
Thursday, July 24, 2008
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Schroders to Introduce Itself This Fall
The British company, midway through its US rollout, will launch an ad campaign in the fall...
MutualFundWire.com -
Thursday, July 24, 2008
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Reader Rating: 3
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Broadpoint Makes Three Sales Hires
The New York b-d has tapped three, including an ex-Bear Stearns director, for its debt capital markets unit...
MutualFundWire.com -
Thursday, July 24, 2008
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Matthews Expands its Product Line
The San Francisco company is making headlines for the second time this week...
MutualFundWire.com -
Thursday, July 24, 2008
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GAMCO Taps an Ex-Bear Exec for a C-Level Post
Mario Gabelli has brought on board an eight-year Bear Stearns veteran...
MutualFundWire.com -
Thursday, July 24, 2008
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State Street is Hit With Another Suit Over an Ultra-Short Bond Fund
State Street and SSgA are facing another lawsuit over losses in the SSgA Yield Plus Fund...
MutualFundWire.com -
Thursday, July 24, 2008
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SSgA Alters Redemption Rules for its Money Market Fund
The Boston asset manager has revised the prospectus of its Prime Money Market Fund...
MutualFundWire.com -
Thursday, July 24, 2008
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WSJ Highlights the Return of Collective Funds
The Journal tries to weigh the pros and cons of the trust-based investment vehicles that are gaining so much traction...
401kWire.com -
Thursday, July 24, 2008
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Negative Outlook Gets Fund Manager Press
A former protege of Peter Lynch is speaking out about the travails of his sector...
MutualFundWire.com -
Thursday, July 24, 2008
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Reader Rating: 4
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Satovsky Forms RIA
Private wealth manager Jonathan M. Satovsky has put up Satovsky Asset Management, LLC , a registered investment advisory firm...
MutualFundWire.com -
Tuesday, July 24, 2007
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NYSE Hits Smith Barney With A $50 Million Fine
The allegations include a failure by Citigroup's Smith Barney unit to supervise trading mutual fund shares and variable annuity mutual fund sub-accounts...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 3
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FRC: I-O DC Assets Will Overtake Proprietary Assets Sooner Rather Than Later
I-O DC assets are expected to surpass proprietary assets earlier than previously thought...
401kWire.com -
Tuesday, July 24, 2007
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Industry Groups Miffed Over the SEC's Possible Removal of Shareholder Rights
Two groups are up in arms over the possibility of the SEC taking away some shareholder rights...
MutualFundWire.com -
Tuesday, July 24, 2007
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Sentinel Adds Equity Analyst
The Vermont-based asset manager has hired an anaylst from Clearbridge Advisors...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 2.83
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OneAmerica Buys $700 Million of 403bs
UPDATE 1| OneAmerica Financial Partners is the latest plan provider to pull the trigger on a deal. This time the deal targets the not-for-profit and education market...
401kWire.com -
Tuesday, July 24, 2007
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Reader Rating: 2
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Smith Barney Loses Its $900,000 Man
The veteran advisor has joined a rival firm...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 3.08
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Fido Broadens Advisor Referral Program
The Boston Behemoth has expanded the program to include investors in Southern California, Manhattan and the New York Tri-State...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 3
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NYSE Hits Smith Barney With A $50 Million Fine
NYSE Regulation has censured Citigroup's Smith Barney unit $50 million...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 3
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Final 403b Regs Are Out
The regs generally apply for taxable years starting 2009...
401kWire.com -
Tuesday, July 24, 2007
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Reader Rating: 1
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Vanguard Share Class Switch-Up Upsets Some Advisors
Vanguard's move to require advisers to purchase the new Signal share class instead of the Admiral share class on certain index funds did not sit well with some advisors...
MutualFundWire.com -
Tuesday, July 24, 2007
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Reader Rating: 3
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Genworth Names President of Retirement Income Biz
UPDATE 1 | The Virginia-based firm has brought in a 28-year insurance industry vet to fill the role...
401kWire.com -
Tuesday, July 24, 2007
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Fiserv ISS Lines Up More CIF Alliances
The Denver-based firm has partnerships with at least three advisory firms in the pipeline...
401kWire.com -
Monday, July 24, 2006
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Staying Ahead of the Advice Curve
Providers may soon be allowed to provide advice to participants, and one independent financial expert will be ready to review that advice...
401kWire.com -
Monday, July 24, 2006
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Reader Rating: 2
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Is Your Plan Healthy?
Diversified launches a product that helps you evaluate the success of your plan...
401kWire.com -
Monday, July 24, 2006
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Transamerica Brings MEP Adoption Process To The Web
The acceptance process into MEPs can be completed online...
401kWire.com -
Monday, July 24, 2006
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British Investment Manager Gobbles Big Apple Restructuring Firm
A deal potentially worth $375 million just went down. AMVESCAP PLC has just bought six-year-old financial restructuring group WL Ross & Co. for a price of $100 million, plus five annual payments of up to $55 million each, AMVESCAP announced Sunday in a release...
MutualFundWire.com -
Monday, July 24, 2006
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Buckeye Company Switches Fund's Sub-Advisor
The reins for the Touchstone Growth Opportunities Fund have been passed on...
MutualFundWire.com -
Monday, July 24, 2006
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Putnam Lovell Hires Private Equity Specialist for BDs
New hire Richard Goldberg is positioned to strengthen Putnam's B/D merger team.
..
MutualFundWire.com -
Monday, July 24, 2006
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Reader Rating: 2.33
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Earnings Abound as Expenses Grow at Wachovia
In the face of what executives call an increasingly weakening economy, record quarterly earnings at Wachovia's brokerage branch spur new hirings...
MutualFundWire.com -
Monday, July 24, 2006
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Show Me Show You How to Spend
A Missouri-based firm recently announced enhancements to its specialized investment planning services for those at or near retirement...
MutualFundWire.com -
Monday, July 24, 2006
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Knight Capital Group buys ValuBond
Efforts to expand fee-based electronic access into fixed income costs $18.2 million cash...
MutualFundWire.com -
Monday, July 24, 2006
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Quaker State Firm Drops B Shares
The cost was too much for the opportunity. Instead it will put the funds into marketing...
MutualFundWire.com -
Thursday, July 24, 2003
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Reader Rating: 3
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Junk Team Follows Janus Manager
Two analysts and a trader jump to Three Peaks Capital...
MutualFundWire.com -
Thursday, July 24, 2003
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Price Shopping in Manhattan
Michael Price is still buying assets on the cheap. But this time it is personal...
MutualFundWire.com -
Thursday, July 24, 2003
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Baker Bill Sails on to Full House
After a heavy rewrite in committee the bill likely has a greater chance of passage...
MutualFundWire.com -
Thursday, July 24, 2003
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Reader Rating: 2.33
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Search Activity Should Remain Higher
The number of sponsors planning searches has rebounded in recent months. Will that demand translate into sales?..
401kWire.com -
Thursday, July 24, 2003
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Reader Rating: 5
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Fido EVP Jumps Crosstown
The retirement consulting overseer will join a Boston bank in August...
401kWire.com -
Thursday, July 24, 2003
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Reader Rating: 2
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American Funds Wins More Placement
The fund group joins the AIG SunAmerica chamber of commerce plan along with two other asset managers...
401kWire.com -
Thursday, July 24, 2003
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Reader Rating: 4
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Citizen Funds Names Director
The social investing specialist has a new director of Social Research...
MutualFundWire.com -
Wednesday, July 24, 2002
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CSAM Shakes Up Bond Managers
It also takes the wraps off a new short-term fund...
MutualFundWire.com -
Wednesday, July 24, 2002
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Hewitt Stock a Buy
Even with the stock market falling, Hewitt stock is a buy say equity analysts...
401kWire.com -
Wednesday, July 24, 2002
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SEI Launches e401k
The has readied its newly created e401k for advisors to sell...
401kWire.com -
Wednesday, July 24, 2002
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Fund Firm Mulling Purchases
The plummeting market is creating buyout opportunities says the CEO of the nearly $200 billion fund firm...
MutualFundWire.com -
Wednesday, July 24, 2002
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SI Enhances FundFilings
Finding info on guaranteed funds becomes easier...
MutualFundWire.com -
Wednesday, July 24, 2002
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401k Reform to be Grafted to Broader Bill
Pieces of the House pension reform package will make their way into the Senate bill on corporate accountability...
401kWire.com -
Wednesday, July 24, 2002
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How to Get More Diverse
Good diversification is the residue of good plan design and not smarter participants, evidence suggests...
401kWire.com -
Wednesday, July 24, 2002
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Neuberger Takes Lead on Options
The fund firm is stepping up as the debate over the accounting treatment for options heats up...
MutualFundWire.com -
Wednesday, July 24, 2002
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Need a Solo-K Partner?
The firm powering the Franklin Templeton Solo-K reports growing interest in its service...
401kWire.com -
Wednesday, July 24, 2002
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Not Closing Yet
Falling stock prices lead a fund firm to take back its decision to close a small cap fund...
MutualFundWire.com -
Wednesday, July 24, 2002
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FE Widens Its Net
The Palo Alto advice provider has another trick up its sleeve as it expands into new markets...
401kWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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FIIS Reorgs Advisors Fund Channel
Fidelity's McColgan brings all third-party advisor distribution together under one executive.
..
MutualFundWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Bank Families Merge
Two Southern banks make one fund family from two following a takeover.
..
MutualFundWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Old Mutual to Push DC
Despite UAM's exiting the full-service business more than two years ago, UAM's new owners are making defined contribution a priority...
401kWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Bank Banks with TPA
A bank has singled out a single recordkeeper for its clients...
401kWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Merrill Names Heir Apparent
Merrill Lynch's board names Stanley O'Neal as President ... Guardian Park Avenue Gets New Portfolio Manager ... Vanguards Promotes more Admirals ... Toews Taps SEI for Funds ... Dreyfus Names CIO ... Morningstar Debuts Family Reports ... Vanguard Discourages Hot Money .... Neuberger Berman to Split.
..
401kWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Merrill Names Heir Apparent
Merrill Lynch's board names Stanley O'Neal as President ... Guardian Park Avenue Gets New Portfolio Manager ... Vanguards Promotes more Admirals ... Toews Taps SEI for Funds ... Dreyfus Names CIO ... Morningstar Debuts Family Reports ... Vanguard Discourages Hot Money .... Neuberger Berman to Split...
MutualFundWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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CEO Post at Fund Data Firm Opens
Lipper's chief is leaving her post opening a search for the top slot. ..
MutualFundWire.com -
Tuesday, July 24, 2001
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Reader Rating: 3
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Online 401k Provider Links to Trading Platform
BenefitStreet has joined with Security Trust to create a trading platform to be used by its 401k plan clients. ..
401kWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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Callan VP Joins Schwab
Schwab has tapped a member of the consulting community to bolster its relations with the consultants...
401kWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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OppFunds to Merge Funds
OppenheimerFunds is asking shareholders to approve the merger of four funds into two...
MutualFundWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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Fund Cos Tap Directors
Putnam has named a new chairman and a new president while Gabelli named a new director for three of its funds. ..
MutualFundWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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July 24, 2000
Brokerage options may open up 401ks ... Which funds are safe?..
MutualFundWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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July 24, 2000
Brokerage options may open up 401ks ... Which funds are safe?..
401kWire.com -
Monday, July 24, 2000
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Reader Rating: 3
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Week of July 19, 1998: RFP Roundup
The Weekly Roundup is a regular Friday afternoon column examining
the week's RFPs, both those that appeared on our pages and the pages
of other publications...
401kWire.com -
Friday, July 24, 1998
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Reader Rating: 3
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PGW Taps Delaware Investments
Philadelphia, PA-based Philadelphia Gas Works (PGW) has tapped Delware Investments to be the bundled provider for its 457 plan, according Deborah Estrin, vice president of human resources. The plan has 1,700 participants with over $37 million in assets...
401kWire.com -
Friday, July 24, 1998
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Reader Rating: 3
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Swanson Joins S&P
Richard Swanson, 29, will be joining the staff at the Chicago office of Standard & Poor's Retail Brokerage Group [a division of McGraw-Hill (NYSE: MHP)] as a business development specialist. Swanson prior post was at Ibbotson Associates. His duties there included sales of Encorr software programs and consulting services...
401kWire.com -
Friday, July 24, 1998
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Reader Rating: 3
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