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Fund Profiles
News Stories Archives - Since 1998
Nally Expands a TDA Institutional MD's Role
Two other TDA institutional execs are also on the rise.....
MutualFundWire.com - Wednesday, July 19, 2017
Foxx Says Fiduciary Rule is "Complicated and Burdensome"
From committee hearings to NAPA's D.C. Fly-In, there's a lot of retirement talk on in the nation's capitol today. ..
401kWire.com - Wednesday, July 19, 2017
T. Rowe Adds, Again!
Head of institutional retirement at one firm moves to another.....
401kWire.com - Wednesday, July 19, 2017
AllianzGI Hires a NSM For Retail Distro
The company has announced the hire of a Nationwide alum.....
MutualFundWire.com - Wednesday, July 19, 2017
Filings for Fundsters - July 19, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, July 19, 2017
Lockton Appoints New CEO, 401k Services to Expand
Another Lockton was just named head of the firm as they look to grow their retirement arm...
401kWire.com - Wednesday, July 19, 2017
B-Ds Are Shifting Away From Direct Fund Biz
As the DoL's possible final implementation date approaches, direct or so-called "check-and-app" mutual fund business is out of favor at broker-dealers...
MutualFundWire.com - Wednesday, July 19, 2017
Pensionmark Expands Its Tool Suite
Today, a retirement plan network has expanded its proprietary tool suite!..
401kWire.com - Wednesday, July 19, 2017
A Tennessee KPA Veteran Dies
Updated | Over the weekend a former retirement plan advisor passed away...
401kWire.com - Tuesday, July 19, 2016
Vanguard Sweeps Two Contracts With an Iowa 401k
The plan sponsor wanted better fees and customer service. ..
401kWire.com - Tuesday, July 19, 2016 - Reader Rating: 3
Participants Identify Their Financial Education Weaknesses
Plan participants say they lack knowledge in key financial areas.....
401kWire.com - Tuesday, July 19, 2016 - Reader Rating: 5
Stork and Reaper -- July 19, 2016
The freshest SEC filing changes in the industry! ..
MutualFundWire.com - Tuesday, July 19, 2016 Views
A Top Distribution Exec Leaves MassMutual
MassMutual has shifted its retirement deck, 401kWire has learned...
401kWire.com - Tuesday, July 19, 2016 - Reader Rating: 3
NIPA's Board Refreshes for 2016-2017
This trade group for TPAs has updated its board of directors. ..
401kWire.com - Tuesday, July 19, 2016
Only One Category of Active Funds Won In June
M* releases its monthly fund flows data for June 2016...
MutualFundWire.com - Tuesday, July 19, 2016 Views
Morningstar and ARA Unite to Redefine Industry Practices
Two retirement organizations come together to set a new industry standard when it comes to best advisor practices...
401kWire.com - Tuesday, July 19, 2016
Pru's Kalamarides, McInnes Get Promoted
Kalamarides will continue as CEO of Prudential and Bank and Trust while McInnes heads to a different division. ..
401kWire.com - Tuesday, July 19, 2016 - Reader Rating: 4.82
O'Hanley Says SSgA Doesn't Need a Transformational Deal
The $2.4T asset manager's chief talks to the FT...
MutualFundWire.com - Tuesday, July 19, 2016 Views
Name Change For DWS Fund
Effective on or about July 19, 2013, DWS's [profile] Disciplined Market Neutral Fund will change its name to DWS Diversified Market Neutral Fund. [SEC Filing]...
MutualFundWire.com - Friday, July 19, 2013 Views
New PM at a RS Investment Fund
Effective July 18, 2013, Demetrios Tsaparas will join the investment team for RS Investment's [profile] Quality Bond Fund as a co-PM. [SEC Filing]...
MutualFundWire.com - Friday, July 19, 2013
New PMs at Matthews Fund
Effective immediately, Yu Zhang and Robert Horrocks have assumed full responsibility for management of the Matthews Asia Dividend Fund and are now the lead PMs assigned to the fund. [SEC Filing]...
MutualFundWire.com - Friday, July 19, 2013
Is Lincoln Trust Becoming the Progressive of the 401k Biz?
Tom Gonnella talks about the newest tool rolling out from the Mile Hight City-based provider...
401kWire.com - Friday, July 19, 2013
The Equity Chief of a $260B Asset Manager Will Retire
Firm will name an interim replacement as it searches for a successor...
MutualFundWire.com - Friday, July 19, 2013 Views
Pentegra Goes Platinum
The RKer celebrated its 70th anniversary this week...
401kWire.com - Friday, July 19, 2013
Neuberger Berman Unveils China Offering
And lures U.S investors... ..
MutualFundWire.com - Friday, July 19, 2013 Views - Reader Rating: 5
Will Hedge Fund Ads Attract More Investors?
The WSJ's Daisy Maxey speaks to hedge fund managers and financial advisors about the implications of a regulatory change allowing hedge fund ads. ..
MutualFundWire.com - Friday, July 19, 2013 Views
ETF Liquidity is Still a Puzzle For Advisors
Advisers still don't understand ETF liquidity, a new study shows...
MutualFundWire.com - Friday, July 19, 2013
Bernanke Dithers, Bond Fund Investors Flee
Some investors may still pull out of bond funds out of fears about rising rates, despite recent statements by the Fed chairman...
MutualFundWire.com - Friday, July 19, 2013 Views
Gross: Not Wanting Equities Business Was a Mistake
Charlie Rose interviewed Pimco's Bill Gross on the future of bond funds and an equity business at Pimco...
MutualFundWire.com - Friday, July 19, 2013 Views
Rekenthaler Is Baffled By "Closet Indexer" Nuveen Fund
Morningstar's John Rekenthaler tries to understand why Nuveen's "closet indexer" fund is doing so well...
MutualFundWire.com - Friday, July 19, 2013 Views
Stork and Reaper for July 19, 2012
The MFWire's daily report on mutual fund births and deaths...
MutualFundWire.com - Thursday, July 19, 2012 Views
ProShares Pioneers ETFs Into Uncharted Territory
ProShares launches not one, but two new currency ETFs...
MutualFundWire.com - Thursday, July 19, 2012 Views
S&P Dow Jones Helps Sponsors Compare Glide Paths
The S&P Dow Jones Target Date Style Index Series will compare "to" and "through" paths..
401kWire.com - Thursday, July 19, 2012
Ascensus Hires a Distribution Exec
Pennsylvania-based RKer gets a West Coast chief. ..
401kWire.com - Thursday, July 19, 2012 - Reader Rating: 3
Kirtland Makes an ASPire Hire
New sales director hired by Tampa RKer...
401kWire.com - Thursday, July 19, 2012 - Reader Rating: 3
SSgA's Message Survives the Heat
Mitchem plows through the hitches of a recent media briefing to urge sponsors to help employees invest more proactively..
401kWire.com - Thursday, July 19, 2012
Foreside Deals for a Distributor
CEO Richard Berthy keeps buying up distributors...
MutualFundWire.com - Thursday, July 19, 2012 Views - Reader Rating: 1
DOL Makes an Ohio Employer and Its Recordkeeper Pay
An Ohio employer and its defunct recordkeeper are ordered to restore around $500,000 to employees' plan..
401kWire.com - Thursday, July 19, 2012
Shlomo Benartzi Joins Achaean
Newly launched retirement-solutions firm brings on the behavioral finance professor as its first academic advisor..
401kWire.com - Thursday, July 19, 2012 - Reader Rating: 5
American Funds Looks to Its Sister Company for a Boost
The funds firm is changing the research teams serving PMs on four funds with $175 billion in AUM...
MutualFundWire.com - Thursday, July 19, 2012 Views - Reader Rating: 5
Schwab Brings In Guggenheim ETF SVP
Schwab has hired a former SVP and portfolio strategist for ETFs at Guggenheim...
MutualFundWire.com - Thursday, July 19, 2012 Views
BlackRock Faces Competition in the ETF Business
While BlackRock's market share falls, another firm's rises. ..
MutualFundWire.com - Thursday, July 19, 2012 Views
A Mutual Fund Service Provider Sells for $250 Million
The Missouri-based back-office firm does a deal in Colorado...
MutualFundWire.com - Tuesday, July 19, 2011 Views - Reader Rating: 4
BlackRock Switches PMs for a $955M Fund
A three-person team takes over an international mutual fund for the giant asset manager...
MutualFundWire.com - Tuesday, July 19, 2011 Views
Nordquist Talks Up Wells' First Half Sales
"RFP activity is at an all-time high in the jumbo market."..
401kWire.com - Tuesday, July 19, 2011 - Reader Rating: 3
Russell Unveils Two New DC Hires
The new hires are tapped to further Russell's reach into the DC I-O space...
401kWire.com - Tuesday, July 19, 2011 - Reader Rating: 1
A Hedge-Like Mutual Fund Crosses the Three-Year Mark
The no-load fund also received a four-star rating from Morningstar...
MutualFundWire.com - Tuesday, July 19, 2011 Views
Three Healthcare Plans Reup With Valic
The non-profit plan provider has retained three healthcare clients...
401kWire.com - Tuesday, July 19, 2011
An Ex-Wirehouse Exec Buys a 401k RIA
An Old Dominion State retirement plan advisory firm changes hands...
401kWire.com - Tuesday, July 19, 2011 - Reader Rating: 1
Federated Closes on $509M in Assets
The Keystone State mutual fund firm completes a deal and rolls the assets into its own funds...
MutualFundWire.com - Tuesday, July 19, 2011 Views
Wells Fargo Unveils Some Q2 Retirement Numbers
It's been a good half for the plan provider...
401kWire.com - Tuesday, July 19, 2011
Participants Participate More
A new Hartford study says participants are optimistic about their futures amidst a sluggish economy...
401kWire.com - Tuesday, July 19, 2011
Lehman Fallout Costs Neuberger $5.5M
Finra orders the mutual fund to pay back three high net worth customers who bought Lehman Brothers structured products from Neuberger...
MutualFundWire.com - Tuesday, July 19, 2011 Views - Reader Rating: 5
American Funds See Redemptions
The Growth Fund doesn't live up to its moniker...
MutualFundWire.com - Tuesday, July 19, 2011 Views
New Currency Funds Shun the U.S., Europe and Japan
And embrace the emerging markets...
MutualFundWire.com - Tuesday, July 19, 2011 Views
Aviva Investors Sets a Date for its Mutual Fund Foray
Aviva Investors is gearing up to roll out its first mutual fund in the US...
MutualFundWire.com - Monday, July 19, 2010 Views
What Does the LPL Deal Mean For NRP's Shareholders?
Industry insiders ponder how the acquisition is structured, even as both sides keep mum about the financial terms...
401kWire.com - Monday, July 19, 2010 - Reader Rating: 5
Firsthand Funds Fades Away
The fund complex that made hay while the sun shone on technology stocks is fading away a decade later...
MutualFundWire.com - Monday, July 19, 2010 Views
Why Jefferies Entered the '40 Act Space
Jefferies Asset Management Satch Chada talks about the firm's foray into the mutual fund arena...
MutualFundWire.com - Monday, July 19, 2010 Views
UBS Awards a Mandate for its PACE Funds
The win goes to the U.S. investment advisory arm of a Scottish asset manager...
MutualFundWire.com - Monday, July 19, 2010 Views
PM Changes: BlackRock, SunAmerica, DWS
BlackRock adds a PM to a five star fund ... SunAmerica makes a change on the team managing its International Equity Fund ... and more...
MutualFundWire.com - Monday, July 19, 2010 Views
Transamerica Names its New York-Area Wholesaler
The wholesaler's territory includes the New York City metro area, Long Island and New Jersey's Monmouth, Middlesex and Hudson counties...
401kWire.com - Monday, July 19, 2010
Vanguard Windsor Sees a PM Change
David Yuen is no longer on the AllianceBernstein team subadvising a portion of Vanguard Windsor...
MutualFundWire.com - Monday, July 19, 2010 Views
DoubleLine Goes Beyond Bonds with its New Fund
The startup firm's fourth fund will take it into equities for the first time. ..
MutualFundWire.com - Monday, July 19, 2010 Views
How Do American Funds' Flows Stack Up?
A trade pub delves further into the recent woes of Capital Group...
MutualFundWire.com - Monday, July 19, 2010 Views
Lauricella Places Managed-Payout Funds Under the Microscope
The Wall Street Journal takes a look at products from Fidelity, John Hancock, Schwab and Vanguard...
MutualFundWire.com - Monday, July 19, 2010 Views - Reader Rating: 1
Debate Continues About Equity Index Annuities
Lack of regulation makes equity-indexed annuities a hot topic...
MutualFundWire.com - Monday, July 19, 2010 Views
Fidelity Bets On, and Helps Hedge Funds Short, BP
The Boston-based mutual fund firm reportedly lent a significant number of shares of the beleaguered oil giant...
MutualFundWire.com - Monday, July 19, 2010 Views
Use of Advice is Growing, Says BofA Merrill
Bank of America Merrill Lynch unveils the results of its latest 401k Contribution Activities Scorecard...
401kWire.com - Monday, July 19, 2010 - Reader Rating: 5
Texas Asset Manager Lands on Russell 2000
A San Antonio-based investment management firm is now a member of the Russell 2000...
MutualFundWire.com - Thursday, July 19, 2007 Views - Reader Rating: 3.46
Nationwide Names President for Two B-Ds
The Columbus, Ohio-headquartered firm has appointed a sales vet and war hero to become president of two of its broker-dealers...
MutualFundWire.com - Thursday, July 19, 2007 - Reader Rating: 2.67
NRP Adds 'Strategic Hub' By Bringing In Another Bigwig Advisor
A veteran retirement plan producer joins the SoCal-based national network and looks to expand. ..
401kWire.com - Thursday, July 19, 2007
AST Sees Collective Funds On the Rise
The Southwestern firm partners with a mega-market provider to examine DC plans' utilization of an alternative to mutual funds. ..
401kWire.com - Thursday, July 19, 2007
Fiserv ISS Vet Joins Fund Firm
ICON Advisers has brought on board a marketing pro from Fiserv ISS...
401kWire.com - Thursday, July 19, 2007
Chief Economist to Depart the SEC
Chester Spatt, the SEC's chief economist and director of the office of economic analysis, will leave the commission to return to academia at the end of July...
MutualFundWire.com - Thursday, July 19, 2007 Views
ICON Advisers Gets New Marketing VP
The Greenwood Village, Colorado-based asset manager has hired a marketing pro from Fiserv ISS...
MutualFundWire.com - Thursday, July 19, 2007 Views
AIG Financial Advisors to Absorb American General Securities
AIG Financial Advisors will absorb American General Securities, a fellow member of the AIG Advisor Group...
MutualFundWire.com - Thursday, July 19, 2007
The Mutual Fund Store Crosses the Street
Adam Bold will be moving his Mutual Fund Store across the street from its location in Overland Park, Kansas...
MutualFundWire.com - Thursday, July 19, 2007 Views
TagData Changes Hands
The Marietta, Georgia-based company, which provides answers to TPAs with retirement plan questions, has a new owner...
401kWire.com - Thursday, July 19, 2007
Trust Builders Whips Up Batch of TRAK Gap Analysis
The Beaver State advisor software manufacturer launches an automated tool to help advisors show participants how much more they should be contributing. ..
401kWire.com - Thursday, July 19, 2007
Military Fund Shop Makes the Move to Multi-Manager Model
Kornitzer Capital Management is no longer the subadviser to AFBA Investment Management's 5Star fund family...
MutualFundWire.com - Thursday, July 19, 2007 Views
Fidelity Inks Deal for New Office Space
The fund giant is moving some workers from its Merrimack campus in New Hampshire to a new three-story office building...
MutualFundWire.com - Thursday, July 19, 2007 Views - Reader Rating: 3
A Pension Compromise Reported
Rumors that a deal has been reached may still be outrunning truth as some lawmakers say the talks are continuing...
401kWire.com - Wednesday, July 19, 2006
Seen and Heard At Discover 2006
What do Mary Matalin, Scott Adams and Robert Pozen have in common? They all met with advisors and TPAs this week in Denver...
401kWire.com - Wednesday, July 19, 2006
The Annuity People Change Their Name With the Times
The Northwestern software company isn't just about annuities these days...
401kWire.com - Wednesday, July 19, 2006
AUL is Latest to Add Roth
The Midwestern provider has introduced both the 401k and 403b versions to its lineup. ..
401kWire.com - Wednesday, July 19, 2006 - Reader Rating: 1
Transamerica Weaves a Broader Web
The Southern California-based provider will be adding a message center to its website...
401kWire.com - Wednesday, July 19, 2006 - Reader Rating: 3
Vanguard Makes West Coast TPA Alliance
The Pennsylvania fund company has chosen a Bay area one-stop-shop for a partnership...
401kWire.com - Wednesday, July 19, 2006 - Reader Rating: 4.89
A 403b-Specialist TPA Turns Ten
The Empire State firm's founder talks about how the industry has changed over the past decade...
401kWire.com - Wednesday, July 19, 2006
UBOC Campaign Snags Three Industry Trophies
The San Francisco bank wins kudos for a client campaign designed to encourage participation...
401kWire.com - Wednesday, July 19, 2006
Fidelity Lays Claim to "Largest Brokerage" Title
McColgan doesn't see any bigger brokerage rival. Meanwhile, National Financial adds another 13 BDs to its list of clearing clients...
MutualFundWire.com - Wednesday, July 19, 2006
Lifecycle of the Party
The TSP's new lifecycle funds are a hit with government workers...
401kWire.com - Wednesday, July 19, 2006
Do Your Rivals' Reps Want IRA Rollovers More?
While few broker-dealers can claim a significant share of the 401(k) pie, that does not mean they are writing these retirement plans off altogether...
MutualFundWire.com - Wednesday, July 19, 2006
SSgA Makes Alpha Bet
State Street Global Advisors is adding a dash of alpha to its latest elixir for investors. The Boston-based fund firm and institutional money manager announced a number of alliances Tuesday through which it intends to bolster its line-up of alternatives products. SSgA now managers some $4 billion of assets to these mandates...
MutualFundWire.com - Wednesday, July 19, 2006 Views
Merrill Lynch Sees All-Time Low FA Turnover
Merrill Lynch CFO Jeff Edwards says times are good for the firm as both sides of the industry -- wirehouses and discount brokers -- are reporting record revenues and margins...
MutualFundWire.com - Wednesday, July 19, 2006 - Reader Rating: 3
Driscoll Steps Down at Delaware Investments
Once again Lincoln Financial has tapped an investment professional to lead its Delaware Investments unit. The job opened with the resignation of Jude Driscoll. The Philadelphia-based asset management subsidiary has focused primarily on portfolio management over the past several years, leaving distribution to its parent company...
MutualFundWire.com - Wednesday, July 19, 2006 Views
OppFunds Adds Two More Munis
OppenheimerFunds is expanding its roster of muni funds for investors. The fund arm of insurer MassMutual unveiled funds aimed at investors in Massachusetts and Virginia on Tuesday. Both funds are part of the Oppenheimer Rochester series of funds. The funds will double the number of state specific municipal funds offered by the New York City-based fund firm...
MutualFundWire.com - Wednesday, July 19, 2006 Views - Reader Rating: 2.33
Rough Weather Ahead?
Fund chiefs may want to take note of what their portfolio managers are saying as they prepare their budgets for the coming year. Merrill Lynch's most recent survey of fund managers finds the portfolio professionals to be increasingly pessimistic about prospects for the economy. A significant number of that group is raising cash as a result...
MutualFundWire.com - Wednesday, July 19, 2006 Views
Wm Blair Promotes Roddy
Chicago-based William Blair & Company promoted William J. Roddy as its new head of its Institutional Sales and Trading operation...
MutualFundWire.com - Wednesday, July 19, 2006
South Carolina Awards DC Plan
The state divvies its optional deferred contribution plan among four vendors...
401kWire.com - Tuesday, July 19, 2005 - Reader Rating: 1
Hewitt Forms German Joint Venture
A unit of the company's German operations join with a benefits firm...
401kWire.com - Tuesday, July 19, 2005
HP Ups 401k Match, Freezes Pension
The company hopes to save $300 million from the changes to its retirement plans...
401kWire.com - Tuesday, July 19, 2005 - Reader Rating: 4.5
West Coast Consulting Firm Names New Execs
The firm gets a new director of retirement consulting and chief operating officer...
401kWire.com - Tuesday, July 19, 2005 - Reader Rating: 2
BlackRock AUM, Earnings Up
The asset manager reports smooth sailing in the second quarter. Total assets under management increased six percent quarter-over-quarter, but mutual fund assets barely budged .....
MutualFundWire.com - Tuesday, July 19, 2005 Views
AIM Execs Settle Timing Charges
Michael Cemo and Edgar Larsen, two former AIM executives, have settled market timing allegations with the SEC .....
MutualFundWire.com - Tuesday, July 19, 2005
Fidelity Builds Pyramis
Fidelity's new institutional money management unit, Pyramis Global Advisors, will be staffed with approximately 50 managers and analysts, and handle $60 billion in assets .....
MutualFundWire.com - Tuesday, July 19, 2005 Views - Reader Rating: 4
Spitzer Says No to Gabelli Dough
Eliot Spitzer has turned away $24,000 in campaign donations from Mario Gabelli of Gabelli Asset Management .....
MutualFundWire.com - Tuesday, July 19, 2005 Views
BGI Names Institutional Head
An eight-year veteran of the company takes the reigns of the Americas business...
401kWire.com - Tuesday, July 19, 2005
Why E&Y is Getting More Ink
What is the trick to getting good PR? The 401kWire checks in with a now frequently quoted industry exec...
401kWire.com - Monday, July 19, 2004 - Reader Rating: 4
Former PFPC Exec Takes Distribution Job at Armada Funds
A former senior vice president at PFPC will try to boost third party distribution for the Midwest bank fund family...
MutualFundWire.com - Monday, July 19, 2004 Views
Thrivent Hires Two Subadvisors As it Rebrands
The two fund families are now one and two investment managers win subadvisory mandates...
MutualFundWire.com - Monday, July 19, 2004 Views - Reader Rating: 3
TSP Board Accepts Senate Recommendations
The Federal TSP board accepts a Senate censure on its recordkeeping conversion; now it can get down to making the system work for participants...
401kWire.com - Monday, July 19, 2004 - Reader Rating: 3.5
401k Matches Are Reportedly On the Rise
A look at the numbers on average company matches and at how many firms are increasing and decreasing their match...
401kWire.com - Monday, July 19, 2004 - Reader Rating: 4.5
Schwab Off to Roaring Start
Co-CEO Pottruck says its new plan is off to a great start and retirement is a bright spot...
401kWire.com - Friday, July 19, 2002
Boston Partners Sell Stake
The seven-year-old firm will sell a 40 percent stake overseas...
401kWire.com - Friday, July 19, 2002
Franklin Adds to Coin Campaign
The newest tool teaches advisors how to compare plan vendors...
401kWire.com - Friday, July 19, 2002
CDC IXIS Prez Leaving
The firm will split its retirement efforts when the executive leaves later this year...
401kWire.com - Friday, July 19, 2002 - Reader Rating: 5
Workers Listen to Employers ...
... and not much else confirms a survey...
401kWire.com - Friday, July 19, 2002
Buying on the Cheap?
The CEO at a relative new kid on the block thinks it is a good time to grow through acquisition...
MutualFundWire.com - Friday, July 19, 2002 Views
Admin Firm Seeks Salespeople
Not every firm had frozen hiring as a college savings plan adminstrator seeks wholesalers...
MutualFundWire.com - Friday, July 19, 2002 Views
Amex Taps Fixed Income Leader
American Express has hired Michelle Keeley as senior vice president of fixed income investments...
MutualFundWire.com - Friday, July 19, 2002 Views
Federated Adds B/D Wholesalers
The firm tapped MFS and USAllianz for two new hires...
MutualFundWire.com - Friday, July 19, 2002 Views
For Whom Does the ICI Speak?
This week the ICI lobbied the SEC against more frequent portfolio disclosure. But does the letter represent the entire industry, or just the giants?..
MutualFundWire.com - Thursday, July 19, 2001 - Reader Rating: 3
New Putnam Honcho Brings Less-Stressed Tone
Another Fund Drops Internet From Name ... SEI Reports Earnings Jump ... Gabelli Expects Record Earnings ... Fund Firms Losing 401k Rollover War ... Spiegel Brings New Tone to Putnam ... Banc of America Takes Portfolio Manager from Scudder ... Citigroup CIO to Retire ... Smith Barney to Liquidate Two Index Funds...
MutualFundWire.com - Thursday, July 19, 2001 Views - Reader Rating: 3
Incumbant Vendors Lose 401k Rollovers
SEI Reports Earnings Jump ... Gabelli Expects Record Earnings ... Fund Firms Losing 401k Rollover War ... Spiegel Brings New Tone to Putnam ... Banc of America Takes Portfolio Manager from Scudder ... Citigroup CIO to Retire ... Smith Barney to Liquidate Two Index Funds...
401kWire.com - Thursday, July 19, 2001 - Reader Rating: 3
Are Stable Value Funds Back?
They may look boring, but there may be a place again for stable value. ..
401kWire.com - Thursday, July 19, 2001 - Reader Rating: 3
Principal Debuts Stable Value Fund
Has Principal found a backdoor into 401k plans with its new fund? ..
MutualFundWire.com - Thursday, July 19, 2001 - Reader Rating: 3
Berger Joins Bank 401k Progam
The Denver fund firm continues its aggressive push into the 401k distribution game. ..
MutualFundWire.com - Thursday, July 19, 2001 - Reader Rating: 3
First Union Adds Fund Family
The bank adds a new fund family to its alliance program along with more funds. ..
401kWire.com - Thursday, July 19, 2001 - Reader Rating: 3
401kExchange's Tent Gets Bigger
The online 401k proposal generator lands more broker-dealer distribution for its service. ..
401kWire.com - Thursday, July 19, 2001 - Reader Rating: 3
Liberty And Advisors: Two Brands Beat As One
Liberty Funds wants to help advisors, so it's offering a new Web site and a private-labeled branding campaign...
MutualFundWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
ClickRFP to Put 457 RFPs Online
By standardizing RFPs, the Web start-up hopes to become a standard part of the RFP process for 457 plans. ..
401kWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
Automatic and Asleep
A Hewitt study finds that when employees are automatically enrolled, inertia takes over. ..
401kWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
Invesco Promotes Two
The Denver-based fund company names a new CIO and a director of research to manage its growing fund family...
MutualFundWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
Where were the Advisors?
Morningstar offers on of the best conference for fund advisors, yet few of the leading advisors could be found. Why are they missing this meeting wonders The MFWire's advisor columnist Richard Bregman...
MutualFundWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
IRS Extends Automatic Enrollment
403(b) and 457 plans get the go-ahead...
401kWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
July 19, 2000
E*Trade targets FOLIOfn ... Merrill confirms layoffs ... Tech funds are the rage ... Fidelity back into tech ... Fund shareholder tax relief ... Ceridian's sspin-off... Treasury Dept encourages savings ... Van Wagoner's bet ... Will Asia funds rebound?..
401kWire.com - Wednesday, July 19, 2000 - Reader Rating: 3
July 19, 2000
E*Trade targets FOLIOfn ... Merrill confirms layoffs ... Tech funds are the rage ... Fidelity back into tech ... Fund shareholder tax relief ... Ceridian's sspin-off... Treasury Dept encourages savings ... Van Wagoner's bet ... Will Asia funds rebound?..
MutualFundWire.com - Wednesday, July 19, 2000 Views - Reader Rating: 3
Skandia Will Use Morningstar Analytics
Morningstar will offer the Connecticut insurer analytics for its mutual funds and variable insurance products...
MutualFundWire.com - Monday, July 19, 1999 - Reader Rating: 3
Former Strong Exec at Deutsche Asset Management
Phil Stambaugh has been tapped to be head of third-party distribution for Deutsche Asset Management, a spokesperson with the firm told the 401kWire.com. Stambaugh previously held the post of national 401(k) sales manager for Strong Capital Management...
401kWire.com - Monday, July 19, 1999 - Reader Rating: 3
Datalynx Partners with PMC For Separate Accounts
The Denver-based supermarket is teaming with Portfolio Management Consultants to offer separate account management services to advisors...
MutualFundWire.com - Monday, July 19, 1999 Views - Reader Rating: 3
USI Northeast Names New VP of Pension and Retirement Services
Briarcliff Manor, New York-located USI Northeast, an affiliate of San Francisco's USI Insurance Services Group, has named George Torrella vice president of its pension and retirement services group...
401kWire.com - Monday, July 19, 1999 - Reader Rating: 3
Deutsche Bank Appoints Fund Sales Head
Deutsche Bank has now combined all of its funds into Deutsche Asset Management and named a former Morgan Grenfell exec to the top sales position for mutual funds...
MutualFundWire.com - Monday, July 19, 1999 Views - Reader Rating: 3
Odd Lots, July 19, 1999
Overreactive financial stocks ... court says okay to Scudder's 2% fee ... Fidelity not out of tech ... low initial investment funds ... Grand opening of new supermarkets...
MutualFundWire.com - Monday, July 19, 1999 - Reader Rating: 3
Ballard Spahr Adds New Funds
Philadelphia, Pennsylvania-based Ballard Spahr Andrews and Ingersoll has added ten new funds to their benefits plan, Fern Forman, benefits administrator told the 401kwire.com. The company has 700 participants and almost $33 million in assets, according to The Judy Diamond Directory...
401kWire.com - Monday, July 19, 1999 - Reader Rating: 3
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2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
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