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News Stories Archives - Since 1998
A Biodiversity-Focused Boutique Preps More Strats For Q2 and Q3
The new strategies will be incubated as SMAs, first, but the startup already offers a mutual fund...
MutualFundWire.com - Tuesday, May 04, 2021 - Reader Rating: 5
At a TPA, a 25-Year Vet Rises to Prez
The Midwestern firm's longtime chief remains CEO...
401kWire.com - Tuesday, May 04, 2021
Near Beantown, an RIA Adds a Lead KPA
The new hire has been in financial services for 14 years...
401kWire.com - Tuesday, May 04, 2021
A Tenth TPA Joins Cerrado
The new alliance welcomes a 55-year-old Midwestern shop...
401kWire.com - Tuesday, May 04, 2021
An Ex Fundster Chief Resurfaces At a $30B-AUMA WM Firm
The firm is based in Louisiana, though the exec is in Texas...
MutualFundWire.com - Tuesday, May 04, 2021
EdgeCo Buys In the Carolinas
For the PE-backed acquirer's eighth deal, they snap up a full-service DB and DC provider, but not its KPA RIA sibling...
401kWire.com - Tuesday, May 04, 2021 - Reader Rating: 5
This Duo Will Lead a $518B AUM Firm's ESG Effort
A bank's asset management chief promotes from within and creates a sustainable investing task force...
MutualFundWire.com - Monday, May 04, 2020 Views
A Midwestern RKer Amps Up Its LPL Alliance
The giant indie B-D's small-market offering adds a familiar provider...
401kWire.com - Monday, May 04, 2020 - Reader Rating: 5
The Boston Behemoth Versus Coronavirus
How is the team at the biggest defined contribution industry recordkeeper handling the crisis?..
401kWire.com - Monday, May 04, 2020 - Reader Rating: 1
Ascensus Weighs In On CARES
The recordkeeper and national TPA offers plan sponsors and KPAs some thoughts on the law...
401kWire.com - Monday, May 04, 2020 - Reader Rating: 5
Withdrawals Rose a Bit Last Year
A trade group highlights DC participants' activities in 2019...
401kWire.com - Monday, May 04, 2020
Blass Will Help Guide the SEC's Crisis Response
The IM division director and someone on her team are joining a new group at the mutual fund industry's chief regulator...
MutualFundWire.com - Monday, May 04, 2020 Views
Are SARPs a Viable Salve For the Burn of Market Volatility?
A new analysis by Pewís retirement savings project analyzes how the effects of volatile markers on retirement plans could be alleviated by state efforts...
401kWire.com - Monday, May 04, 2020
Adding This Participant Support "Was a No-Brainer" For Principal
Corrected | A Des Moines, Iowa-based legal insurance firm is doing a partnership to offer extended services to plan participants. ..
401kWire.com - Friday, May 04, 2018 - Reader Rating: 4
Pound For Pound, a Roboadvisor Won the March Fund Flows Race
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com - Friday, May 04, 2018 Views
At Ameritas, a Transamerica Vet Takes Over Retirement
Bill Lester hires a new chief for the midwestern insurer's retirement plans division...
401kWire.com - Friday, May 04, 2018 - Reader Rating: 4
Borzi Falls and Misses a Conference
Word is that the former EBSA chief is recovering from an injury...
401kWire.com - Friday, May 04, 2018
Last Call for NIPA at Vegas
After this year's NIPA's annual expo will be moving venues for the near future...
401kWire.com - Friday, May 04, 2018 - Reader Rating: 2
Mobius Is Back, But ...
So much for retirement! Three months after leaving Franklin Templeton, the famed EM PM is starting a new shop with a pair of ex-colleagues...
MutualFundWire.com - Friday, May 04, 2018 Views
May the Fourth be With You: Here's How You Close the Gap
You as a 401(k) plan advisor (KPA) have the power to help provide companies with resources and suggestions for maximizing financial wellness results in the workforce...
401kWire.com - Thursday, May 04, 2017
Who Will Gilbert Bolt On Next?
The Aberdeen chief talks on the main stage at the ICI GMM and hints at his plans for all that free cash flow after Aberdeen and Standard Life...
MutualFundWire.com - Thursday, May 04, 2017 Views
OneAmerica Discusses the Art of Plan Design
The service provider recently won an award for its work with a museum's 401(k) plan. ..
401kWire.com - Thursday, May 04, 2017 - Reader Rating: 5
The New Fund Fuss - May 4, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, May 04, 2017 Views
Industry Reactions to Senate's SARP Disapproval
Yesterday, the Senate voted to repeal a safe harbor for state-administered plans, here's what some organizations had to say.....
401kWire.com - Thursday, May 04, 2017
The Institutionalization of Retail Is Accelerating
Fundster panelists on the ICI GMM main stage speak about the future of asset management...
MutualFundWire.com - Thursday, May 04, 2017 Views
This Rker Lands A $60MM Plan
A company with more than 600 employees in this $60 million retirement plan has selected this recordkeeper...
401kWire.com - Thursday, May 04, 2017 - Reader Rating: 2.6
Morgan Stanley Cuts Off Vanguard, Except ...
The move comes as Morgan Stanley is trimming its mutual fund shelves by 25 percent...
MutualFundWire.com - Thursday, May 04, 2017 Views - Reader Rating: 5
Prudential Realigning DC I-O
Even with positive sales numbers, this team is getting a shake-up. ..
401kWire.com - Wednesday, May 04, 2016 - Reader Rating: 3.25
Gundlach Versus Presidential Campaign Slogans
"I think you need to prepare for a Trump presidency," the DoubleLine chief tells the more than 3,000 people at the Sohn Investment Conference...
MutualFundWire.com - Wednesday, May 04, 2016 Views - Reader Rating: 5
A Midwestern Public Plan Blows Over to MassMutual
As the new plan provider, the New England-based firm has its work cutout for it with the notoriously mismanaged agency. ..
401kWire.com - Wednesday, May 04, 2016 - Reader Rating: 4.5
Two New England KPAs Find a New Home
The industry veterans have a combined 45 years of industry experience. ..
401kWire.com - Wednesday, May 04, 2016
Am I Covered? MassMutual Helps Participants Gauge Benefits
A new mobile tool is designed to provide a better understanding of benefits, including retirement plans. ..
401kWire.com - Wednesday, May 04, 2016 - Reader Rating: 5
Envestnet, Natixis, and UBS Win in D.C.
A trade group presents its eight annual industry awards at its annual conference...
MutualFundWire.com - Wednesday, May 04, 2016 Views
Will You Help Prevent 401(k) Cybercrime?
A trade group rallies the industry around cyber security. ..
401kWire.com - Wednesday, May 04, 2016 - Reader Rating: 3
A Fundster's Seven-Acre Horse Farm Sells
Someone just bought an Artisan co-founder's equestrian estate in south Florida...
MutualFundWire.com - Wednesday, May 04, 2016 Views
U.S. Global Investors' Holmes Jets to the NYSE
This morning, San Antonio, Texas-based investment manager with experience in global markets and specialized sectors U.S. Global Investors, Inc., gathered at the NYSE's opening bell to commemorate the recently launched exchange traded fund (ETF) U.S. Global Jets ETF!..
MutualFundWire.com - Monday, May 04, 2015 Views
$255MM PA Plan Switches Recordkeeper
Schwab now manages Sonepar USA's 401(k) plan. ..
401kWire.com - Monday, May 04, 2015
This KPA Joined RBG
This 401(k) plan advisor joined the San Diego, California-based Retirement Benefits Group...
401kWire.com - Monday, May 04, 2015
Lincoln Finanical Network Lists The New Board Of Directors for TRG
LFN lists the new board of directors for The Retirement Group.....
401kWire.com - Monday, May 04, 2015
Retirement Clearinghouse Marks Consolidation Milestone
North Carolina-based consolidation firm passes the $3 billion in account consolidation landmark. ..
401kWire.com - Monday, May 04, 2015 - Reader Rating: 5
A MI City Searches for a Consultant
Livonia, Michigan has open consultant RFP for its retirement plans. ..
401kWire.com - Monday, May 04, 2015
How Much Is F-Squared Worth?
The ETF strategist that fell from grace last year is reportedly on the block. Here's what might factor into the bids...
MutualFundWire.com - Monday, May 04, 2015 Views
A NY Bank Welcomes a Retirement Advisor
A retirement specialist that has an Empire State of mind recently joined a bank to help plan sponsors reduce fiduciary liability by evaluating existing plan investment options, providing cost analysis, and benchmarking services...
401kWire.com - Monday, May 04, 2015 - Reader Rating: 2
Fundsters Celebrate With the Expect Miracles Foundation
The Miracle Maker Leadership Council (MMLC), part of the The Expect Miracles Foundation, held its first annual awards reception last night in Boston for the three recipients of the 2012 MMLC Funding Awards...
MutualFundWire.com - Friday, May 04, 2012 Views
MassMutual Wins a $30MM TRO Mandate
Executives at a credit union choose a single provider for their DB, 401(k) and 457 plans...
401kWire.com - Friday, May 04, 2012 - Reader Rating: 2.67
A TD Vet Joins an RKing TPA
A veteran wholesaler will be heading the firmís institutional sales division...
401kWire.com - Friday, May 04, 2012 - Reader Rating: 4
Are You in the Dementia Business?
BlackRock's annual media breakfast took an unusual twist...
MutualFundWire.com - Friday, May 04, 2012 Views
A SoCal TPA Vet Takes a COO Spot
A national firm now has a new top exec for one of its local shops...
401kWire.com - Friday, May 04, 2012
Manning & Napier Still Expands, Reports First Profit
The newly-christened shares of the mutual fund firm jumped 2 percent after the news...
MutualFundWire.com - Friday, May 04, 2012 Views
FT Starts Money Fund Reform Coverage
The London-based paper reports that the SEC reforms will kill money funds...
MutualFundWire.com - Friday, May 04, 2012 Views
Wirehouses Feel Finra's Wrath Over Leveraged ETFs
The B-D regulator levies $9.1 million in fines against four shops...
MutualFundWire.com - Friday, May 04, 2012 Views
Fidelity Leaves Behind its Puritan Way
The Boston Behemoth is selling off some real estate...
MutualFundWire.com - Friday, May 04, 2012 Views
Growth PMs Resist Apple's Allure at Their Peril
The AP highlights PMs at Pax, Loomis Sayles and elsewhere who don't buy into all of the giant tech company's hype...
MutualFundWire.com - Friday, May 04, 2012 Views
Senator Wants Another ETF Hearing
The Senator from Rhode Island is preparing another hearing on ETFs and how they affect the markets...
MutualFundWire.com - Friday, May 04, 2012 Views
ICI GMM: Geithner Addresses ICI Gathering
This afternoon the leaders of the mutual fund industry made their annual trek to Washington for the Investment Company Institute's annual General Membership Meeting..
MutualFundWire.com - Wednesday, May 04, 2011 Views
Fido Shifts a Fund's Name and Strategies
The Boston Behemoth will re-brand a three-year-old mutual fund and switch its benchmarks...
MutualFundWire.com - Wednesday, May 04, 2011 Views
Pimco's Newest Offering Floats to Market
Bill Gross and his team launch another fund, as expected...
MutualFundWire.com - Wednesday, May 04, 2011 Views
Starting Your Own Fund Family: Winning the Distribution Game
Step Six in MFWire.com's eight-step primer on starting your own mutual fund family is hiring a transfer agent. Be sure to read the other steps...
MutualFundWire.com - Wednesday, May 04, 2011 Views - Reader Rating: 5
A DC Consulting Firm Hunts Near D.C.
A unit of an insurance brokerage is on the prowl for a new retirement plan wholesaler...
401kWire.com - Wednesday, May 04, 2011
HighMark Taps a Hancock Vet for a New Sales Gig
He has also worked at First American and AllianceBernstein...
MutualFundWire.com - Wednesday, May 04, 2011 Views
Forward Tweaks a Fund Thrice, as Planned
The California mutual fund firm relaunches and re-brands a fund, with a new strategy and sub-advisor to boot...
MutualFundWire.com - Wednesday, May 04, 2011 Views
VALIC Snags a Plan Sponsor Exec
The 401(b) plan provider is tapping a former plan sponsor exec to help bolster its sales team...
401kWire.com - Wednesday, May 04, 2011 - Reader Rating: 1
AUL Adds a Diversified Sales Exec
Bill Yoerger taps a new sales vet to man the fort in Detroit...
401kWire.com - Wednesday, May 04, 2011 - Reader Rating: 4
ING Boosts Mid-Market Sales With a DC I-O Alum
A Columbia wholesaler joins ING...
401kWire.com - Wednesday, May 04, 2011
U.S. Retirement Partners Buys 403b Momentum
The Garden State-based national acquirer of K-12-focused firms makes its 18th purchase...
401kWire.com - Wednesday, May 04, 2011
Morningstar Questions Fidelity's Culture
It seems that the Boston Behemoth's bite is less than its bark...
MutualFundWire.com - Wednesday, May 04, 2011 Views - Reader Rating: 5
Ratings Agencies Disagree Over Fidelity
What does the future hold for the Boston Behemoth (and for holders of its debt)?..
MutualFundWire.com - Wednesday, May 04, 2011 Views
Vanguard Kills Redemptions Fees For Four Funds
On its tax-managed funds...
MutualFundWire.com - Wednesday, May 04, 2011 Views
Highland Capital is Moving on Up
The Dallas-based shop is moving its staff at the end of the year...
MutualFundWire.com - Wednesday, May 04, 2011 Views
Putnam Boosts its DC Sales and Client Service Teams
A pair of ex-Putnam execs returns...
401kWire.com - Wednesday, May 04, 2011 - Reader Rating: 1.33
OppFunds Trims and Reorgs Marketing
Updated | The Big Apple mutual fund firm makes some cuts and hires a top lawyer...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Capone Quietly Gains a Bigger Role at BNY Mellon
The Mercer alum has taken on additional responsibilities over the last several months...
401kWire.com - Tuesday, May 04, 2010
Delaware Investments Plans to Expand its National Accounts Team
The Philadelphia-based fund firm, now part of the Macquarie Group, plans to add to its national accounts team...
MutualFundWire.com - Tuesday, May 04, 2010 Views - Reader Rating: 4
ICMA-RC Goes High-Tech for Gen Y
The retirement non-profit is helping people under 32 learn about financial wellness...
401kWire.com - Tuesday, May 04, 2010 - Reader Rating: 5
Gabelli Launches a Triple-A Share Class for its Value Fund
Mario Gabelli & co. have rolled out a no-load share class for the Gabelli Value Fund...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Senate Will Tackle Retirement Income in the Wake of DoL's RFI
Questions about retirement income draw responses from Congress and another trade group. Meanwhile, a Senate committee prepares a hearing...
401kWire.com - Tuesday, May 04, 2010 - Reader Rating: 5
Freshly-Acquired Marsh Firm Hunts For More DC Deals
The chief of a Northeastern benefits consulting firm discusses the fate of his company...
401kWire.com - Tuesday, May 04, 2010
Plans Are Down But Account Balances Are Up at Principal
The Principal's full service accumulation business is up year-over-year...
401kWire.com - Tuesday, May 04, 2010 - Reader Rating: 1
McNabb Mounts a Commission-Free ETF Challenge to Schwab, Fidelity
Vanguard is now offering its proprietary ETFs free of commission...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Fidelity: 2, Schlichter: 0
Updated | The Boston Behemoth and one of its clients just defeated another 401k fees lawsuit brought by the St. Louis class action firm. But it's not over yet...
401kWire.com - Tuesday, May 04, 2010
Vanguard Turns 35
Crew members celebrated at the office last Friday...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Coming This Fall: More Columbia Ads
Mike Jones talks to The MFWire about the just-concluded deal that sent Columbia to Amerprise...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Virtus' Net Flows Increase by a Third
The Hartford-based asset manager unveils its first quarter results...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Rydex's Parent-To-Be Launches a Trio of Funds
Guggenheim Partners has launched three new index funds with the help of Transparent Value Advisors...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Giant Mutual Fund Firms Attack a Piece of the Financial Reform Bill
AllianceBernstein, Dodge & Cox, Franklin Templeton, Pimco, TIAA-CREF, T. Rowe Price, Vanguard and others argue against giving the FDIC to pay creditors with the same bond at different rates when shutting down a giant financial firm...
MutualFundWire.com - Tuesday, May 04, 2010 Views
Dividends Are On Their Way Back, Says WSJ
The WSJ used the Fund Track column to look at the current return of dividends..
MutualFundWire.com - Tuesday, May 04, 2010 Views
A Plan Provider Lands DC Distribution through BofA/Merrill
The DC plan provider gets access to BofA/Merrill Lynch's 15,000 advisors...
401kWire.com - Monday, May 04, 2009
Disclosure is the Name of the Target Date Game at the SEC
The new chair at the regulator reveals her thoughts on age-based retirement funds...
401kWire.com - Monday, May 04, 2009 - Reader Rating: 4
Another RKing TPA Dives into ETFs
A New York State firm teams up with a trust company to offer an exchanged-traded funds-based DC platform...
401kWire.com - Monday, May 04, 2009
Schapiro Wants a Money Fund Reg Proposal Next Month
The new SEC chief shares her thoughts at a fund-focused event...
MutualFundWire.com - Monday, May 04, 2009 Views
A 403b TPA Stops Administering
The changing non-profit DC environment drives one administrator out of the business...
401kWire.com - Monday, May 04, 2009
Fidelity Makes Room for a Hedge-Fund Imitator on its Platform
A no-load mutual fund that aims to deliver hedge-fund like performance has landed a place on Fidelity's platform...
MutualFundWire.com - Monday, May 04, 2009 Views
A New Franklin Fund Eyes Europe and Asia
The San Mateo, California-based fund firm has launched an international fund...
MutualFundWire.com - Monday, May 04, 2009 Views
A Big Apple ETF Firm Hires an Outsourcer
The Manhattan-based asset manager hires a firm to handle fund administration and other services...
MutualFundWire.com - Monday, May 04, 2009 Views
A Mid-Market Provider Beefs Up its Plan Review
The provider adds more details such as funding gaps in different segments of participants...
401kWire.com - Monday, May 04, 2009 - Reader Rating: 4
TIAA-CREF Lands a Web Strategist from Citi
The 403b juggernaut has tapped a Citi alum for the new post of chief digital officer...
401kWire.com - Monday, May 04, 2009
Which Mutual Fund Faces the 'Wrath' of the President?
The Chrysler bankruptcy puts political pressure on a fund firm...
MutualFundWire.com - Monday, May 04, 2009 Views - Reader Rating: 2
Neuberger Starts Independent Life Anew
The employee-led buyout of the firm, which has $158 billion in AUM, is complete...
MutualFundWire.com - Monday, May 04, 2009 Views - Reader Rating: 1
Morningstar Makes Two Moves in Canada
Joe Mansueto and company do two more deals...
MutualFundWire.com - Monday, May 04, 2009 Views
An Active ETF's Debut Draws the WSJ's Notice
The folks at Grail Advisors should be smiling on Monday...
MutualFundWire.com - Monday, May 04, 2009 Views
Fidelity's Fund Assets Fall by 4.9 Percent
Fidelity saw assets drop by 4.9 percent, while Vanguard and American Funds gained ground...
MutualFundWire.com - Monday, May 04, 2009 Views
Wal-Mart Match Hits Three-Quarters of a Billion
The largest retailer in the nation wrote a big check for its employer match in 2008...
401kWire.com - Sunday, May 04, 2008 - Reader Rating: 2
Final QDIA Regs Not Expected Until July
UPDATE 1| Industry experts told attendees at NRP's partner conference to not expect the final regs on qualified default investment alternatives before July...
401kWire.com - Friday, May 04, 2007 - Reader Rating: 2
New Pru Product Crosses $1-Million Mark
Officials at New Jersey-based Prudential said the new Prudential IncomeFlex offering has drawn more than a million dollars of assets...
MutualFundWire.com - Friday, May 04, 2007
Janus Board Member Hands in Resignation
Michael D. Bills has joined Tom Bailey in departing from the Janus board...
MutualFundWire.com - Friday, May 04, 2007 Views
Grabbed From the Monster
It's Friday and that means it's time once again for the MFWire's weekly job round up...
MutualFundWire.com - Friday, May 04, 2007 Views - Reader Rating: 3
Working Mothers to Benefit from Kerry Bill
A joint bill by Senators John Kerry and Gordon Smith seeks to help women boost their retirement savings...
401kWire.com - Friday, May 04, 2007
Pru Retirement Chalks Up Higher Earnings
The New Jersey-based insurer's CEO sees "major long-term growth opportunities" in the retirement space...
401kWire.com - Friday, May 04, 2007
Tice Solidifies Role as Wall Street's Wet Blanket
David Tice of the Prudential Bear Fund doesn't believe the hype when it comes to the stock market...
MutualFundWire.com - Friday, May 04, 2007 Views - Reader Rating: 3
Nationwide Posts 8-Percent Jump In Plan Sales
The Columbus, Ohio-based provider saw increases in both private and public plan sales...
401kWire.com - Friday, May 04, 2007 - Reader Rating: 2
Derivatives Cause Headaches for Fund Firms
Mutual fund accountants are working overtime as the result of an increased use of derivatives...
MutualFundWire.com - Friday, May 04, 2007 Views
New BGI Funds Provide Exposure to REIT Market
Barclays Global Investors has launched five iShares Funds that track the FTSE NAREIT Indexes...
MutualFundWire.com - Friday, May 04, 2007 Views
Law Firm Takes Aim at Brokers Dealing with CMO Derivatives
Brokers that sell CMO derivatives are in the sights of a Coral Springs, Florida-based law firm...
MutualFundWire.com - Friday, May 04, 2007
T. Rowe and Fidelity are Tops in Self Promotion
Ad spending among mutual fund firms went down in 2006 from a year earlier, according to Nielsen Media Research. T. Rowe and Fidelity were the two biggest ad spenders...
MutualFundWire.com - Friday, May 04, 2007 Views - Reader Rating: 2.85
Providers View Deferrals As Long-Term Driver Of Assets
Advice is not all about asset allocation. It's most important impact may be on deferral rates...
401kWire.com - Thursday, May 04, 2006 - Reader Rating: 4
T. Rowe Broadens Stable Of Advisor Class Funds
T. Rowe Price has expanded the list of funds that offer Advisor class shares. The latest fund to join the roster is the Global Stock Fund, bringing the number of Advisor class funds in the Baltimore-based asset manager's lineup to 27. ..
MutualFundWire.com - Thursday, May 04, 2006 Views
AARP Quick to Broaden Selection
When AARP Financial officially launched its initial three funds last week, a spokesperson said it was too early to talk about the possibility of adding more product offerings. That seems to have changed already: a company executive has elaborated on plans already underway for other products...
MutualFundWire.com - Thursday, May 04, 2006 Views
The Principal Pushes Asset Allocation in Retail
In an effort to increase the distribution of its fund family and catch rollover business, The Principal Financial Group has packaged and relaunched as a suite of three asset allocation initiatives targeted at financial professionals. The suite's distinct components, taken together, represent a drive to push retail sales of the Principal Investors Funds, a family encompassing 55 funds...
MutualFundWire.com - Thursday, May 04, 2006 Views
Pru's Retirement Unit Posts Lower Adjusted Operating Income
The firm's full service retirement business posted net withdrawals but added to its gross sales in the first months of 2006...
401kWire.com - Thursday, May 04, 2006
Florida Provider Names CMO
The firm has taken on a new head of sales and marketing. ..
401kWire.com - Thursday, May 04, 2006 - Reader Rating: 1
PowerShares Taps Former State Street Exec
PowerShares Capital Management LLC has hired a former executive from State Street Global Advisors as senior vice president and national sales manager. ..
MutualFundWire.com - Thursday, May 04, 2006 Views
BISYS Launches 22c-2 Service
With the introduction of Rule 22c-2 on the horizon, BISYS Fund Services has developed a five-part product, packaged as one full-service solution, to help fund companies meet the SEC's requirements by the anticipated compliance deadline of October 16...
MutualFundWire.com - Thursday, May 04, 2006 Views
Morningstar Q1 Profit Rises
Morningstar Inc. on Thursday said first quarter earnings jumped 235 percent, propelled by strong organic growth and its acquisition of Ibbotson Associates...
MutualFundWire.com - Thursday, May 04, 2006 Views
Service Helps Participants Find an Advisor
The problem with Web-based advice has been the lack of the human touch. A new player in the 401(k) space thinks it has found a way to solve the problem...
401kWire.com - Wednesday, May 04, 2005 - Reader Rating: 3
GuidedChoice Lands BizDev Head
The advice company says it is girding itself for a "period of rapid growth."..
401kWire.com - Wednesday, May 04, 2005 - Reader Rating: 2.5
Boeing Company
Dwight Asset Management has won a consulting mandate from the Chicago-based plan sponsor and Western Asset Management won a fixed income management mandate for the aircraft maker's $7 billion stable value fund...
401kWire.com - Wednesday, May 04, 2005
South Carolina Retirement System
Hartford Investment Management wrested a bundled administration mandate from ING Financial Advisors for the $23.5 million State Optional Retirement Plan...
401kWire.com - Wednesday, May 04, 2005
AIG Faces Co Stock Suits
Class action lawyers are gathering evidence for a case against yet another plan sponsor that offered a losing company stock bet to participants...
401kWire.com - Wednesday, May 04, 2005
Taped Conversations Are Key Evidence in Canary Case
Wednesday former Canary Capital trader Noah Lerner is scheduled to take the stand in the Theodore Sihpol trial being held in lower Manhattan. Lerner is expected to testify that he would falsely time stamp trades with a pre-4 P.M. stamp and send them to Sihpol as late as 5:30...
MutualFundWire.com - Wednesday, May 04, 2005
Canary Day Two: Itís the Trade Tickets, Stupid!
Trade tickets moved to center stage of the Sihpol trial Tuesday, and it appears they will play a large role in the case and its outcome. ..
MutualFundWire.com - Wednesday, May 04, 2005
Van Kampen Exec Joins Ibbotson
Ibbotson Associates has tapped a fund industry veteran to head its funds-of-fund asset management business...
MutualFundWire.com - Wednesday, May 04, 2005 Views
Ned Defends Abby as Analysts Misread His Moves
The media is misreading the tea leaves left over the Fidelity's shuffling of senior executives this week. So off are some of the stories, that Fidelity chairman Ned Johnson has sent a memo to staffers explaining the moves and defending his daughter's abilities...
MutualFundWire.com - Wednesday, May 04, 2005 Views
Son, Mansueto and Armour Should be All Smiles
The three entrepreneurs each made a bet on an unprofitable publisher and won...
MutualFundWire.com - Wednesday, May 04, 2005 Views
Fidelity Trading Flap Widens; SG Cowen Equity Head Gone
Another trader who has been tied to the Fidelity trading flap has left his job. The Boston Herald reported Tuesday that SG Cowen trader Meriwether Lewis left his job as co-head of the firm's equity division to "pursue other projects."..
MutualFundWire.com - Wednesday, May 04, 2005 Views
Where There is Smoke, There May Not be Fire
Plan sponsors get rained on before they are smoked out, but they still find ways to sneak around exhibitors for the booth goodies...
401kWire.com - Tuesday, May 04, 2004 - Reader Rating: 3.33
Invesco Chief Steps Down
CIO, CEO of the fund firm's Denver office replaced by two execs...
MutualFundWire.com - Tuesday, May 04, 2004 Views - Reader Rating: 3
Counsel Opening at T. Rowe Price
A longtime legal counsel opts for return to public service...
MutualFundWire.com - Tuesday, May 04, 2004 Views - Reader Rating: 2
GoldK Exec Starting New TPA
The sales executive leaves the Waltham-based recordkeeping firm to return to his roots and start his own TPA...
401kWire.com - Tuesday, May 04, 2004 - Reader Rating: 1
Seligman Adds Outside Funds to 401k
The new investments will are now a part of model portfolios offered in the program...
401kWire.com - Tuesday, May 04, 2004 - Reader Rating: 5
NYAG, SEC Target Inviva Affiliate for Market Timing
Jefferson National is handed a Wells notice from the SEC and a warning from Spitzer that it faces civil action for allowing market timing trades...
MutualFundWire.com - Tuesday, May 04, 2004 Views
Peoples Benefit Names to VA Mandate Winners
The affiliate of Aegon taps two well known fund firms to handle VA sub-advisory duties...
MutualFundWire.com - Tuesday, May 04, 2004 Views
Putnam Reduces 529 Plan Charges
The move is part of its effort to pull its fees below industry averages...
MutualFundWire.com - Tuesday, May 04, 2004 Views
Bank to Buy Merrill?
Chicago Niche Firm Updates Web ... Bank to Buy Merrill?..
401kWire.com - Friday, May 04, 2001 - Reader Rating: 3
Bank to Buy Merrill?
Chicago Niche Firm Updates Web ... Bank to Buy Merrill?..
MutualFundWire.com - Friday, May 04, 2001 Views - Reader Rating: 3
Thrift Savings Board Makes Changes
The nation's largest defined contribution plan readies for its open season starting May 15...
401kWire.com - Friday, May 04, 2001 - Reader Rating: 3
AIM Helps Skandia Market
What's a little Web site between friends?..
MutualFundWire.com - Friday, May 04, 2001 - Reader Rating: 3
Search Firm Loses Exec
The online RFP firm has lost its SVP heading provider relations...
401kWire.com - Friday, May 04, 2001 - Reader Rating: 3
Pioneer Fills New Executive Post
First Financial vet swells the ranks swell of the Boston firm...
MutualFundWire.com - Friday, May 04, 2001 Views - Reader Rating: 3
Merrill Adds to UK DC Team
The London-based unit of the brokerage giant has a new exec from Schroders...
401kWire.com - Friday, May 04, 2001 - Reader Rating: 3
One ETF Product Shines on Singapore Market
On the first day of trading, an obvious favorite takes the lead in ETF trading. ..
MutualFundWire.com - Friday, May 04, 2001 Views - Reader Rating: 3
Two to Tango
The original version of this story incorrectly implied that TeamVest RPS "is also for sale." The firm is not for sale. A prior story on 401kWire.com reported that TeamVest RPS had turned down a potential buyer and was focusing on growing its business. A second story reported that TeamVest, a separate advisory firm was for sale.

  • Advice Firm Prez is Back, 02/02/2001
  • Teamvest RPS Turns Down Suitor, 02/01/2001 ..
    401kWire.com - Friday, May 04, 2001 - Reader Rating: 3
  • Whither Advice?
    A conference on the Internet and advice concludes that advisors are as important as ever...
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    Whither Advice?
    A conference on the Internet and advice concludes that advisors are as important as ever...
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    April Showers Bring May Web Sites
    A new Web site has sprouted up looking to service the small plan sponsor market...
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    Whither Advice?
    A conference on the Internet and advice concludes that advisors are as important as ever...
    MutualFundWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    San Fran Start-Up Eyes Japanese Advisors
    Ex-Schwab and Fidelity execs are focusing on the Japanese advisor market and have raised a total of $145 million to roll out the product...
    MutualFundWire.com - Thursday, May 04, 2000 Views - Reader Rating: 3
    Scudder VP Joins Van Kampen
    A marketing exec from Scudder Kemper has moved crosstown to Van Kampen to bulk up its Web communications...
    MutualFundWire.com - Thursday, May 04, 2000 Views - Reader Rating: 3
    Blame Canada
    New England mutual fund company sets up shop in the Great White North...
    MutualFundWire.com - Thursday, May 04, 2000 Views - Reader Rating: 3
    MassMutual Adds to Lineup
    Five new funds have been added to MassMutual's retirement lineup...
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    Study: Retirees Confident About Future
    As Baby Boomers get closer to retirement, are they confident about their savings and security?..
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    May 4, 2000
    Fidelity's sector funds overshadowing old stand-bys ... Third time's a charm? ... Prudential leaning more towards growth...
    401kWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    May 4, 2000
    Fidelity's sector funds overshadowing old stand-bys ... Third time's a charm? ... Prudential leaning more towards growth...
    MutualFundWire.com - Thursday, May 04, 2000 - Reader Rating: 3
    Sponsor Spotlight: On Investing
    At the J.P. Morgan|American Century symposium for consultants in New York City, four sponsors expressed their views on investment options for 401k plans...
    401kWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    What 401k Plan Sponsors Say about Investing
    Four 401k plan sponsors express their views on the different investment options in their plans...
    MutualFundWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    AMEX and Fidelity Team Up
    American Express and Fidelity Investments have joined forces to offer certain clients a new American Express Fidelity Gold Card. Customers who have accounts with Fidelity's brokerage services -- providing they have cash balance of $30,000 -- may apply...
    MutualFundWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    Energy Company Taps New Vendor
    Providence, Rhode Island-based Providence Gas Company, a subsidiary of the Providence Energy Corporation (NYSE: PVY), has selected the J.P. Morgan|American Century alliance to be the bundled provider for the company's 401(k) plan, according to Brian Rhynard, director of compensation. The plan has over 500 participants and approximately $27 million in assets...
    401kWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    New Fund and Manager at Gabelli
    Gabelli Asset Management (NYSE: GBL) of Rye, New York has named Barbara G. Marcin to manage a new value fund, the Gabelli Blue Chip Value Fund...
    MutualFundWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    Odd Lots, May 4, 1999
    Goldman cashes in ... MFS Fights to keep fund investors in the fold ... No IPO at newly hot Neuberger ... Pick Europe, not Japan ... Funds in the press...
    MutualFundWire.com - Tuesday, May 04, 1999 Views - Reader Rating: 3
    What Does the Internet mean for Stable Value?
    The Internet is going to have a major impact on asset managers. How are stable value managers exploiting -- or failing to exploit -- this opportunity?..
    401kWire.com - Tuesday, May 04, 1999 - Reader Rating: 3
    **Mid-Sized Pensions Coverage** PSCA's Wray Fingers Industry "Hot Issues"
    David Wray, president of the Chicago-based Profit Sharing/401(k)Council of America kicked off his keynote speech to the roughly 400 attendees of the Mid-Sized Pension Management Conference by estimating that 401(k) assets have grown to $1.5 trillion and that total defined contribution assets have reached the $2.5 trillion mark...
    401kWire.com - Monday, May 04, 1998 - Reader Rating: 3
    DSC Communications Increases Services for Participants
    Plano, TX-located DSC Communications (Nasdaq:DIGI) has made a number of changes to its 401(k) plan including the addition of a new fund, Pamela Behrens, senior manager of corporate benefits, told the 401kWire. The plan has approximately $250 million in assets with 5,500 participants...
    401kWire.com - Monday, May 04, 1998 - Reader Rating: 3
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