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News Stories Archives - Since 1998
JPM Keeps the Lead As Active Inflows Double
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, July 27, 2021
Why a 14-Year-Old Shop Sold to CapTrust
The $2.1-billion-AUM acquiree's 17-person team came on board...
401kWire.com - Tuesday, July 27, 2021
Darian Adds a TPA Channel Vet
The new hire most recently spent 13 years at a bundled provider, where served the firm's TPA allies...
401kWire.com - Tuesday, July 27, 2021
Rouse Talks Fraud Prevention in Cyberspace
The Spark chief reveals best practices for protecting against cyber threats...
401kWire.com - Tuesday, July 27, 2021
As a $604B-AUM Firm Rebrands, a New CEO Springs In
Both changes are slated to take effect when the firm spins off this year in a PE deal...
MutualFundWire.com - Tuesday, July 27, 2021
Nine Years In, a Multi-Provider RKer Rebrands
A PE-backed firm is switching to a familiar name...
401kWire.com - Tuesday, July 27, 2021
45 Firms Win Big, Virtually
Ark led the pack with four wins and two "highly commended" mentions...
MutualFundWire.com - Monday, July 27, 2020 Views
DCIIA and Two Allies Survey Advisors
A pair of familiar partners are working with the trade group's research arm...
401kWire.com - Monday, July 27, 2020
At a Virtual Event, Empower Wins Big
The giant recordkeeper landed one of the top prizes at a mutual fund industry awards show...
401kWire.com - Monday, July 27, 2020 - Reader Rating: 1.02
A VA TPA Makes a NY Acquisition
Deal talk started years ago. It closed on July 6...
401kWire.com - Monday, July 27, 2020
Week In Preview, July 27 - August 2
This week, the teams at AB, BlackRock, DCIIA, EBRI, Edward Jones, Empower Retirement, Faegre Drinker, Fi360, Icon Savings Plan, MFS, NAPA, Natixis, Spark, Wilmington Trust, and WiPN are hosting online events...
401kWire.com - Monday, July 27, 2020
Week In Preview, July 27 - August 2
This week the teams at ETFGI, MFDF, NICSA, and WISE are hosting online events, and some asset managers (and parents of asset managers) are releasing earnings...
MutualFundWire.com - Monday, July 27, 2020 Views
Case of the Week: After-Tax Contributions
RLC's Jenny Kiffmeyer tackles more questions around how much participants can defer into their DC plans...
401kWire.com - Friday, July 27, 2018
Does Student Debt Impede Retirement Savings?
A recent brief out of the Center for Retirement Research at Boston College looks at the possible connections between student debt and retirement savings. The results are mixed...
401kWire.com - Friday, July 27, 2018 - Reader Rating: 4
These Midwestern Fundsters Are Prepping a Robo
A mutual fund of funds shop is working on a platform to private label for FAs, distribute through retirement plan platforms, and market directly to individual investors...
MutualFundWire.com - Friday, July 27, 2018 Views
Retirement Is a Hot Topic in Congress. Will They Act, and How?
401(k) Washington insiders help 401kWire share insight into the proposals currently floating around Capitol Hill...
401kWire.com - Friday, July 27, 2018
The SEC Rejects a Bitcoin ETF, Again
By a 3-1 vote, the commissioners stand by their previous decision against the Winklevi. Yet is there hope for rivals?..
MutualFundWire.com - Friday, July 27, 2018 Views
A Referral Specialist Trains DC Insiders, Online
An entrepreneur rolls out a web-based course for 401(k) professionals to understand the essentials of generating referrals...
401kWire.com - Friday, July 27, 2018
Text Messaging Clients, Is That a Thing?
Are KPAs really texting their clients?..
401kWire.com - Thursday, July 27, 2017
Eye for Earnings - July 27, 2017
The latest earnings releases are here!..
MutualFundWire.com - Thursday, July 27, 2017 Views
One Plan Sponsor's Approach to Participant Engagement
401kWire spoke with Gordon Blasius of Waste Management to see how he deals with the unique employee base. ..
401kWire.com - Thursday, July 27, 2017
After 33 Years in the Biz, a Templeton Vet Is Retiring
Her 20 years with the firm comes to an end on December 31...
MutualFundWire.com - Thursday, July 27, 2017 Views
Nuveen Seeks a DC I-O Specialist
Nuveen hires in the DC I-O space.....
401kWire.com - Thursday, July 27, 2017 - Reader Rating: 5
Mutual of Omaha Adds Two Specialists
These hires are in conjunction with Mutual of Omaha's effort to engage participants... ..
401kWire.com - Thursday, July 27, 2017 - Reader Rating: 1.01
New Fund Fuss - July 27, 2017
The latest news on funds!..
MutualFundWire.com - Thursday, July 27, 2017 Views
A Giant Bank Works On Its Asset Manager's IPO Story
This partial spinoff won't happen until the first half of next year at the earliest, Reuters reports...
MutualFundWire.com - Thursday, July 27, 2017 Views
Morgan Stanley KPA Leaves Firm
This senior partner has been with Graystone since 1993...
401kWire.com - Thursday, July 27, 2017
A Chitown Shop Steps Into a Gotham Fund Firm's Shoes
Three mutual funds are moving and changing names, and one of those funds is changing PMs, too...
MutualFundWire.com - Wednesday, July 27, 2016 Views - Reader Rating: 5
People on the Move -- July 27, 2016
The latest major hires and promotions in the industry!..
MutualFundWire.com - Wednesday, July 27, 2016 Views
White Oak Advisors Expands Amid OCIO Push
Large 401(k) plans are looking to OCIO firms. ..
401kWire.com - Wednesday, July 27, 2016
Former SVP of 7 Years Finds New Home
After leaving his post leading the retirement division, this veteran industry leader has now joined a Minnesota employee benefits firm...
401kWire.com - Wednesday, July 27, 2016 - Reader Rating: 4.33
A CA University Seeks Fiduciary Review of $6B in Assets
The RFP is invite only. ..
401kWire.com - Wednesday, July 27, 2016 - Reader Rating: 5
Providers Foresee Asset Growth Post-DoL Fiduciary Reg
A new study finds that many retirement plan recordkeepers feel confident that their assets will grow once the DoL's fiduciary regulation is in place...
401kWire.com - Wednesday, July 27, 2016
"A Few Surviving Winners Managing Large Amounts of Capital"
A Moody's analyst paints a bleak picture of fundsters' collective future...
MutualFundWire.com - Wednesday, July 27, 2016 Views
Law Firm Mulls RKer RFP
Should they stay or should they go? ..
401kWire.com - Monday, July 27, 2015 - Reader Rating: 3.5
Lincoln Financial Names New Head of RPS
Former Edward Jones principal joins Lincoln as the new president of retirement plan services. ..
401kWire.com - Monday, July 27, 2015 - Reader Rating: 4.4
Mark Casady Says the DoL Is 80 Percent of the Way There
LPL's chief speaks at the giant indie B-D's 7,000-person conference in downtown Boston...
401kWire.com - Monday, July 27, 2015 - Reader Rating: 3.5
J.P. Morgan Cautions on Custom TDFs
What should plan sponsors take into account when considering custom TDFs?..
401kWire.com - Monday, July 27, 2015 - Reader Rating: 4
Casady Pivots the LPL Paddleboard to Growth
The giant indie B-D's chairman and CEO updates more than 4,000 of his FAs on where LPL stands today...
MutualFundWire.com - Monday, July 27, 2015 Views
Ex-Fidelity Exec Moves to a KPA Shop
A 401(k) plan advisor (KPA)just joined a Keller, Texas-based shop...
401kWire.com - Monday, July 27, 2015 - Reader Rating: 1
Stork and Reaper for July 27, 2012
The MFWire's daily report on mutual fund births, deaths, and changes...
MutualFundWire.com - Friday, July 27, 2012 Views
Legg Mason Kicks Off 2013 in the Negative
Losses stem from major debt restructuring and two fund launches..
MutualFundWire.com - Friday, July 27, 2012 Views
MassMutual Creates New Options
The RKer bolsters its index-funds lineup in response to demand from sponsors and advisors...
401kWire.com - Friday, July 27, 2012 - Reader Rating: 5
Pimco's Murray Hunts
A Pimco wholesaler switches teams and a DC I-O exec looks for a replacement...
401kWire.com - Friday, July 27, 2012
WisdomTree's Earnings Pruned by Litigation Expenses
Net income for the ETF provider plummets in Q2 2012...
MutualFundWire.com - Friday, July 27, 2012 Views
Dial Hires a Ceridian Alum
The Allianz DC I-O chief expands his external wholesaling team to five...
401kWire.com - Friday, July 27, 2012
Another Big Ouch for Janus
Falling earnings results, this time in 2012 Q2, are not a first for Janus...
MutualFundWire.com - Friday, July 27, 2012 Views
Investors Eye Low-Volatility Funds
Low-volatility ETFs see inflows while stocks and equity mutual funds lose investments...
MutualFundWire.com - Friday, July 27, 2012 Views
JP Morgan Will Offer TDFs With ETFs
Some see this as the way ETFs will get onto 401(k) plans...
MutualFundWire.com - Friday, July 27, 2012 Views
DST Reports a Dip in Shareholder Accounts
The Kansas City-based back-office provider handled a total of 111.8 million accounts at the end of the second quarter...
MutualFundWire.com - Wednesday, July 27, 2011 Views
Weitz Makes a Pair of Sales Hires
Wally Weitz brings in two external wholesalers...
MutualFundWire.com - Wednesday, July 27, 2011 Views
vWise Pens a New Partnership
An RKing TPA adds an online, interactive, video-based education system to its platform...
401kWire.com - Wednesday, July 27, 2011
DST Sees its DC Participant Count Rise 13 Percent Year-Over-Year
The Kansas City, Missouri-based firm's DC participant tally is up 13.2 percent from a year ago and down 8.5 percent from March...
401kWire.com - Wednesday, July 27, 2011 - Reader Rating: 5
A Benchmarker Tackles Fee Disclosure
The new offering gains a seal of approval from a top legal eagle and an endorsement from a launch client...
401kWire.com - Wednesday, July 27, 2011
Principal Launches an App for Plan Participants
Participants can check their account balances, track their savings progress and view their personalized rate of return via the new app...
401kWire.com - Wednesday, July 27, 2011
Federated Pays Tribute
Federated Investors wraps up its acquisition of assets from a Tributary fund. Federated CEO Chris Donahue says his firm continues to be on the hunt for similar deals...
MutualFundWire.com - Wednesday, July 27, 2011 Views
Congress Scolds DoL: 'Step Back and Start Over' on Fiduciary Redefinition
A top DoL official defends a proposed rule before a subcommittee in the House of Representatives...
401kWire.com - Wednesday, July 27, 2011 - Reader Rating: 4
UBS Chief Insists the Wirehouse 'Is Not For Sale'
The chief of the Swiss bank wants to hang on to, and invest further in, the wealth management business in the Americas. The exec also reveals profit and revenue figures for the unit...
MutualFundWire.com - Wednesday, July 27, 2011 Views - Reader Rating: 4
WisdomTree Lists its Stock on the Nasdaq
Jonathan Steinberg and co. were in Times Square yesterday for the listing of WisdomTree's stock on the Nasdaq...
MutualFundWire.com - Wednesday, July 27, 2011 Views
Will a $100 Million Fixed Income Fund Settlement Go Through?
A hearing date is set for September in a pair of mutual fund lawsuits...
MutualFundWire.com - Wednesday, July 27, 2011 Views
CEO Says T. Rowe Will Keep Hiring
The company is looking for more analysts and call center reps...
MutualFundWire.com - Wednesday, July 27, 2011 Views - Reader Rating: 4
A New York Asset Manager Rebrands
The firm also has a new logo and a revamped Web site...
MutualFundWire.com - Tuesday, July 27, 2010 Views - Reader Rating: 5
CPI to Boost its Denver Office with a New Hire
The small-market record keeper is hiring a new whoesaler next month...
401kWire.com - Tuesday, July 27, 2010
SPARK Institute Fights the Retirement Income 'Portability Challenge'
The trade group looks to use new standards to bridge the information gap between insurance companies and recordkeepers...
401kWire.com - Tuesday, July 27, 2010
MassMutual Vet Joins Hancock
A former MassMutual managing director resurfaces at John Hanock...
401kWire.com - Tuesday, July 27, 2010
Little Bids Adieu to BNY Mellon
BNY Mellon Asset Management is down to one interim head...
MutualFundWire.com - Tuesday, July 27, 2010 Views
Aquila Distributors Names its Co-Presidents
Two company insiders move up to the role of president at the New York fund firm...
MutualFundWire.com - Tuesday, July 27, 2010 Views
GE Seeks Relief After Settlement Over Iraqi 'Oil-for-Food' Program
The firm is seeking relief from a rule that could cause its RIA and distribution firm from being barred from serving mutual funds...
MutualFundWire.com - Tuesday, July 27, 2010 Views - Reader Rating: 5
Robeco Stops Taking New Cash in its Popular Long/Short Fund
Alternatives funds are a hot category with investors, so it is no wonder that shareholders have poured more cash into Robeco's fund than it can handle...
MutualFundWire.com - Tuesday, July 27, 2010 Views - Reader Rating: 3
PineBridge Throws in the Towel on Mid Cap Growth
The advisor carved out from AIG is shuttering one of four mutual funds in the former Brazos Mutual Funds family...
MutualFundWire.com - Tuesday, July 27, 2010 Views
Ohl is Out: Hartford Anoints a New Retirement Chief
Jamie Ohl is leaving the Hartford...
401kWire.com - Tuesday, July 27, 2010 - Reader Rating: 1
A Consulting Firm Nabs Another Ascensus Vet
A Minnesota outsourcer adds another Ascensus veteran...
401kWire.com - Tuesday, July 27, 2010
LPL Makes an ETF Move
The giant independent broker-dealer introduced third-party ETF strategies to its model wealth portfolios...
MutualFundWire.com - Tuesday, July 27, 2010 Views
AllianceBernstein Sees a C-Level Change
The New York City based fund firm promotes a company veteran in the wake of Lisa Shalett's move to Merrill Lynch...
MutualFundWire.com - Tuesday, July 27, 2010 Views
Buy a Picturesque Piece of Lehman and Neuberger
A Lehman/Neuberger art auction scheduled for November...
MutualFundWire.com - Tuesday, July 27, 2010 Views
Legg Mason Posts a Lower Profit
The Baltimore firm sees a four-percent drop in earnings...
MutualFundWire.com - Tuesday, July 27, 2010 Views
UBS Delivers the Latest Blow to Leveraged ETFs
UBS is the latest to halt sales of leveraged and inverse ETFs...
MutualFundWire.com - Monday, July 27, 2009 Views
Schumer to Schapiro: Ban Flash Trading
The newest practice to fall under investigation could have implications for mutual fund trading strategies...
MutualFundWire.com - Monday, July 27, 2009 Views
After Stops at Fido and Mercer, Exec Rejoins Putnam
The exec is back at Putnam, taking on the new position of SVP, large-market account manager...
401kWire.com - Monday, July 27, 2009 - Reader Rating: 3
The 401k Match is Back in the Brew at Starbucks
Seattle-based coffee chain reinstates matching contributions program after 7-month hiatus...
401kWire.com - Monday, July 27, 2009
Morningstar Helps Plan Sponsors Find You (and Your Competitors)
Joe Mansueto and his team build a new directory, powered by 5500 data...
401kWire.com - Monday, July 27, 2009 - Reader Rating: 3
Invesco's Q2 Profit Drop is Smaller Than Expected
Firm sees inflows, but net asset gains don't help match last year's profits...
MutualFundWire.com - Monday, July 27, 2009 Views - Reader Rating: 5
RPG Pens a Deal for Missing Participant Support
A West Coast-based firm partners with a non-producing TPA in New York...
401kWire.com - Monday, July 27, 2009
Messano's Move to MassMutual is Official
Updated | As previously reported by The 401kWire, MassMutual has brought on board Francesca Messano from Fidelity to fill a sales post in the West...
401kWire.com - Monday, July 27, 2009
Aberdeen is 'Definitely Not Pursuing' Delaware, Gilbert Says
Aberdeen's top exec quashes speculation regarding his firm's interest in buying Delaware...
MutualFundWire.com - Monday, July 27, 2009 Views - Reader Rating: 2
A Florida Advisor Jumps From One Fiduciary Firm to Another
A retirement plan-focused shop expands...
401kWire.com - Monday, July 27, 2009 - Reader Rating: 2
As Columbia's Two-Part Sale Nears, Where's Invesco?
The bidders reportedly shrink to two for the asset management arm of BofA. But who will buy the money market business?..
MutualFundWire.com - Monday, July 27, 2009 Views - Reader Rating: 4
Legg Mason is an Attractive Target, Say Researchers
BNY Mellon could boost earnings by 15 percent if it bought Legg, according to CreditSights...
MutualFundWire.com - Monday, July 27, 2009 Views
SunAmerica Shakes Up its Fund Lineup
AIG's fund unit unveils fund mergers and changes to sub-advisory relationships...
MutualFundWire.com - Monday, July 27, 2009 Views
Bubble Fears Loom Over Emerging-Market Stocks
The strong performance of emerging-market stocks has prompted a warning from French bank Societe Generale...
MutualFundWire.com - Monday, July 27, 2009 Views
Robeco Appoints a New Sales Chief
The Boston firm has turned to Paul Healey from Franklin Portfolio Associates for the job. Meanwhile, Paul Heathwood moves into a new role...
MutualFundWire.com - Monday, July 27, 2009 Views
TD Ameritrade Taps Weiss' Replacement
The firm has appointed an exec to handle Gail Weiss' former duties...
401kWire.com - Friday, July 27, 2007
Bisys Shareholders Ok Citi Deal
Bisys shareholders have given the deal, announced in May, their approval...
401kWire.com - Friday, July 27, 2007
Industry Bigwigs 'Synch-Up' With QDIA Workshop
A pair of industry gurus bands together to teach advisors about one of the PPA's creations as the DC world awaits the final word from the DoL. ..
401kWire.com - Friday, July 27, 2007 - Reader Rating: 5
Bisys Shareholders Greenlight Citi Deal
Bisys shareholders have given the pending deal with Citibank the go-ahead...
MutualFundWire.com - Friday, July 27, 2007 Views - Reader Rating: 3
SEC Appoints New Chief Economist
The commission has hired Dr. James Overhahl as chief economist...
MutualFundWire.com - Friday, July 27, 2007 Views
Heartland Fund Companies Are Hiring
It's time again for the weekly jobs column "Grabbed from the Monster."..
MutualFundWire.com - Friday, July 27, 2007 Views - Reader Rating: 2.75
Principal Suit Headed to Iowa ... For Real This Time?
This revenue sharing lawsuit's way home now looks unimpeded after an appeal failed to materialize, but that doesn't mean the show's anywhere close to being over on the case itself. ..
401kWire.com - Friday, July 27, 2007
Hartford Retirement Unit's Q2 Net Income Up 18 Percent
The Constitution State-based provider saw a 20-percent jump in 401k deposits during the April-to-June period. ..
401kWire.com - Friday, July 27, 2007
TIAA-CREF Names New EVP of Individual Client Services
The firm has picked a successor for Frances Nolan, who has been appointed vice chairman...
MutualFundWire.com - Friday, July 27, 2007 Views - Reader Rating: 3
NASD-NYSE Regulation Merger a Go
SIRA, no wait, FINRA, has received final approval from the SEC...
MutualFundWire.com - Friday, July 27, 2007 - Reader Rating: 3
Rainier Brings In Ex-U.S. Trust Exec For New Post
Rainier Investment Management has tapped a former U.S. Trust executive to fill the new role of director of subadvisory sales and client service...
MutualFundWire.com - Friday, July 27, 2007 Views
Wachovia Appoints New Wealth Management Exec
Wachovia has tapped an exeuctive from Fifth Third Bank as its wealth management private banking director for the Western region...
MutualFundWire.com - Friday, July 27, 2007 - Reader Rating: 2.85
Pension Bill Edging Closer To Completion?
A major figure in the reconciliation efforts said the final version of the pension bill is "virtually" done...
401kWire.com - Thursday, July 27, 2006
T. Rowe: Target Funds Continue Hot Streak
The Baltimore-based firm saw net inflows of close to $1.3 billion into the funds in the second quarter...
401kWire.com - Thursday, July 27, 2006
Sun Life Exec Takes The Helm At MFS Retirement
The passing of the baton at MFS Retirement occurred earlier than expected...
401kWire.com - Thursday, July 27, 2006
Go East, Young TPA
A 21-year-old Golden State company opens its first out-of-state branch...
401kWire.com - Thursday, July 27, 2006
RolloverSystems Adds Another New Face
The Charlotte rollover technology provider announces the newest addition to its senior management team...
401kWire.com - Thursday, July 27, 2006
VA Sales Through B/Ds Cool After Hot Start
Sales of variable annuities through broker-dealers returned to normal levels last month after booming ealier in the year...
MutualFundWire.com - Thursday, July 27, 2006
D.A. Davidson's Tschetter to Retire
Ron Tschetter is planning to retire from the securities industry for a second time. This time it might stick as he is starting a second career...
MutualFundWire.com - Thursday, July 27, 2006
Rocky Mountain Marketer Revamps Adviser's Site
Voyageur Asset Management Inc. has a new website...
MutualFundWire.com - Thursday, July 27, 2006 Views
GunnAllen Becomes Choosier in Rep Selection
The independent broker-dealer is refining its criteria for new reps as part of its strategies to meet growth goals...
MutualFundWire.com - Thursday, July 27, 2006
Activism: Coming Soon to a Fund Near You?
Fund companies, beware. Shareholder resolutions motivated by activists, long a part of the corporate world, have begun to hit mutual funds...
MutualFundWire.com - Thursday, July 27, 2006 Views
A 'BRIC' of Gold
Goldman Sachs has made a foray into the emerging market investment business. The investment banks's asset management arm just launched the Goldman Sachs BRIC Fund...
MutualFundWire.com - Thursday, July 27, 2006 Views
Change of Plans at NASD
Robert Glauber skips out on NASD early to join Freddie Mac's board or directors...
MutualFundWire.com - Thursday, July 27, 2006
State Street Rolls Out the Money
The money market funds, that is. State Street Global Advisors announced Monday the release of three new MMFs, according to Reuters...
MutualFundWire.com - Thursday, July 27, 2006 Views
So Far Q2 Reports Cards are Better Than Expected
Some companies are blaming the market for earnings disappointments, but most have managed to top the Street's expectations...
MutualFundWire.com - Thursday, July 27, 2006 Views
TSP to Go Live with Age-Target Funds
What does the government's take on asset-allocation funds look like?..
401kWire.com - Wednesday, July 27, 2005
Workers Strike; 401k an Issue
Management of a concrete construction company are fighting to freeze their pension plan...
401kWire.com - Wednesday, July 27, 2005 - Reader Rating: 1
401k Blackmail?
Is your equity research analyst playing a role in landing 401k business?..
401kWire.com - Wednesday, July 27, 2005 - Reader Rating: 2.5
Fiserv Inks ETF Deal
Sponsors get access to institutional managers and exchange-traded funds. The trust company has plans for more institutional manager access...
401kWire.com - Wednesday, July 27, 2005
Money Managers Consolidate 529 Plans
Two money managers, Evergreen Investments and Mainstay Investments, have merged their separate broker-sold 529 plans for the State of New Mexico into one plan .....
MutualFundWire.com - Wednesday, July 27, 2005 Views
T. Rowe, AMG Earnings Beat Street's Estimates
T. Rowe Price beat the Street's estimates of second quarter earnings by two pennies. Second quarter net income was $102.7 million, or $0.76 per diluted share .....
MutualFundWire.com - Wednesday, July 27, 2005 Views
Vanguard Vet Takes a Bow
Richard Foulkes, the longtime subadvised portfolio manager of mammoth Vanguard fund International Growth, plans to retire at the end of October .....
MutualFundWire.com - Wednesday, July 27, 2005 Views
Morgan: Brokerage to the Ultra Wealthy?
The brokerage distribution channels is continuing to evolve. Struggling Morgan Stanley, in a bid to get back on track with its rivals, plans to stop bringing on new brokers and rely solely on stealing veterans from other firms .....
MutualFundWire.com - Wednesday, July 27, 2005 Views
Vilar Faces More Charges
A grand jury has indicted Amerindo founders Alberto Vilar and Gary Tanaka on more criminal charges .....
MutualFundWire.com - Wednesday, July 27, 2005 Views
ING to Combine High Yield Funds
The combined fund will have more than $344 million in assets...
MutualFundWire.com - Tuesday, July 27, 2004 Views
GAO Reports on SEC Budget
The SEC is doing its best to spend...
MutualFundWire.com - Tuesday, July 27, 2004 Views
Invesmart Woos Advisors
The 401k firm is touting its Partner Program as a way for advisors to provide institutional quality materials without compromising client relationships...
401kWire.com - Tuesday, July 27, 2004
Abbet Adds to Advisor Toolkit
Lord Abbet automates proposal generation and moves it online...
401kWire.com - Tuesday, July 27, 2004
Delaware Names New Head of Munis
The fund firm promotes one and hires one for its municipal bond team...
MutualFundWire.com - Tuesday, July 27, 2004 Views
M&M: Metlife Teams Up To Offer Guidance
The company will offer Morningstar guidance to its clients...
401kWire.com - Tuesday, July 27, 2004
DST Lands 5.5 Million Fund Shareholder Accounts
The provider says it is pursuing another 15 contracts. ..
MutualFundWire.com - Tuesday, July 27, 2004 Views - Reader Rating: 4
T. Rowe: Record Earnings Short of Expectations
Increase in income driven by higher assets under management...
MutualFundWire.com - Tuesday, July 27, 2004 Views
Windy City Renews Plan Provider
Chicago’s $1.8 billion DC plan is sticking with the provider it has used since 1981...
401kWire.com - Tuesday, July 27, 2004
Nationwide Provident Consolidates Platforms
Nationwide is transitioning Selector K clients to Best of America...
401kWire.com - Tuesday, July 27, 2004
Federated Meets Earnings Estimates
The Pittsburgh fund firm does not disappoint analysts, but it reports lower assets under management...
MutualFundWire.com - Tuesday, July 27, 2004 Views - Reader Rating: 2.33
Non-Profit Gets Grant For Sock It Away Program
A former financial journalist will use the money to educate small business employees about retirement savings...
401kWire.com - Tuesday, July 27, 2004
Federal-Mogul Puts Brakes on Own Stock
The plan sponsor has made the unprecedented move of halting purchases of its stock in its half-billion 401k programs...
401kWire.com - Friday, July 27, 2001 - Reader Rating: 3
American Wins Virginia
The selection marks another win for broker-sold programs as distribution for 529 plans becomes key. ..
MutualFundWire.com - Friday, July 27, 2001 Views - Reader Rating: 3
TPA Offers Responsible 401k
A Nashville TPA is offering a socially-screened 401k for distribution through financial advisors. ..
401kWire.com - Friday, July 27, 2001 - Reader Rating: 3
CSAM Picks Bisys
The asset manager selects Bisys for Euro funds-of-funds. ..
MutualFundWire.com - Friday, July 27, 2001 - Reader Rating: 3
Fido Boosts Tech Budget by $300 Million
Tech spending grows to $2.3 billion at Fidelity ... NY Times Raises Asset Size for NAV listings ... Goldman to Chop Bonuses and Rookies...
401kWire.com - Friday, July 27, 2001 - Reader Rating: 3
Fido Boosts Tech Budget by $300 Million
Tech spending grows to $2.3 billion at Fidelity ... NY Times Raises Asset Size for NAV listings ... Goldman to Chop Bonuses and Rookies. ..
MutualFundWire.com - Friday, July 27, 2001 - Reader Rating: 3
Fido Now in the Temp Business
Like a boa constrictor, the fund giant is wrapping itself more tightly around the corporate market and suffocating the competition...
MutualFundWire.com - Friday, July 27, 2001 - Reader Rating: 3
Nationwide Targets 457 With Funds
The bundled-vendor is targeting the 457 market for its asset allocation fund family. ..
401kWire.com - Friday, July 27, 2001 - Reader Rating: 3
New Funds Hedge Downside
A new fund family will use hedges to protect investors from losses. Will the funds sell? ..
MutualFundWire.com - Friday, July 27, 2001 - Reader Rating: 3
July 27, 2000
Are ETFs a threat? ... How employers cut pensions ... More on Admiral shares ... Allianz wanted control of banks' fund management..
401kWire.com - Thursday, July 27, 2000 - Reader Rating: 3
e401k Head Promoted
The head of Fidelity's Emerging Corporate Markets Group is promoted to president of FITSCo, the Boston Behemoth's non-profit specialist. ..
401kWire.com - Thursday, July 27, 2000 - Reader Rating: 3
Stable Value Rates for July 28, 2000
..
401kWire.com - Thursday, July 27, 2000 - Reader Rating: 3
Kelmore Adds to Wholesale Team
The Palo Alto-based fund company taps execs from ING and Mainstay as new regional members of its wholesale force...
MutualFundWire.com - Thursday, July 27, 2000 - Reader Rating: 3
Red Ribbons for AEFE
Meyers Capital mulls the creation of new funds as it adds its existing Pride Value fund to the American Express advisory service...
MutualFundWire.com - Thursday, July 27, 2000 - Reader Rating: 3
Pershing Taps DirectAdvice
DirectAdvice is targeting broker-dealers as a way to distribute online advice around the narrow 401k market. ..
401kWire.com - Thursday, July 27, 2000 - Reader Rating: 3
Pershing Taps DirectAdvice
Investment advice remains hot. The DLJ unit will provide the firm's asset allocation advice to its broker-dealer clients. ..
MutualFundWire.com - Thursday, July 27, 2000 Views - Reader Rating: 3
July 27, 2000
Are ETFs a threat? ... How employers cut pensions ... More on Admiral shares ... Allianz wanted control of banks' fund management..
MutualFundWire.com - Thursday, July 27, 2000 Views - Reader Rating: 3
July 27, 2000
Are ETFs a threat? ... How employers cut pensions ... More on Admiral shares ... Allianz wanted control of banks' fund management...
MutualFundWire.com - Thursday, July 27, 2000 Views - Reader Rating: 3
FIIS Launches Education Service
There has been a great deal of focus lately on education of participants. Many of the new products in this area have been offered directly to the clients. But lately, firms have been thinking about the services that are sold through intermediary channels. Fidelity Investments Institutional Services Company (FIIS) is the latest to do so with its new product Dream it. Live it. "because you don't want to retire from life"...
401kWire.com - Tuesday, July 27, 1999 - Reader Rating: 3
Genomics Revolution Spurs New Fund
The Orbitex Funds are launching a new biotech fund looking to take advantage of new advancements in the field...
MutualFundWire.com - Tuesday, July 27, 1999 - Reader Rating: 3
Maritime Life Adds 16 Funds to Offerings
The John Hancock-owned Canadian insurer is partnering with four mutual fund companies to add sixteen funds to its segregated fund family...
MutualFundWire.com - Tuesday, July 27, 1999 Views - Reader Rating: 3
Great West Offers Greater Flexibility
Providers continue to drill down into the smaller plan marketplace as they seek to grow their businesses. The most recent vendor to focus on this arena is Great-West Life, the Denver-based insurance company. Great-West is now offering a new 401(k) plan that offers greater flexibility in pricing and a larger number of fund options...
401kWire.com - Tuesday, July 27, 1999 - Reader Rating: 3
Delaware Hires Director for Planner Channel
Delaware Investments has hired a new senior vice president and director for its independent/planner channel...
MutualFundWire.com - Tuesday, July 27, 1999 - Reader Rating: 3
Odd Lots, July 27, 1999
Popularity in international funds ... Vanguard and Janus on track for annual inflow record ... Bankers Trust to pay $60 million fines ... Waterhouse prez joins E*Trade ... Returns decreased after fund mergers...
MutualFundWire.com - Tuesday, July 27, 1999 Views - Reader Rating: 3
Earth to Bisys
Mason, Ohio-based Cincinnati Electronics Corp., manufacturer of space electronics and infrared systems said they are considering changing 401k providers, Lawrence Annear, vice president of human resources told 401kWire.com. The plan is currently under the care of Bisys Plan Services and has about 450 participants with more than $17 million in assets...
401kWire.com - Tuesday, July 27, 1999 - Reader Rating: 3
Delaware and Lincoln Merge Sales Forces
Delaware Investment & Retirement Service, Inc. and Lincoln National Life Insurance Co., both affiliates of Lincoln National Corp. (NYSE: LNC), are merging their defined contribution sales, marketing and service functions. Mary Rudie Barneby, president of Delaware Investment, will be in charge of both operations of 400 employees. Combined, assets under management will be greater than $9 billion. The new entity will also be providing services for over 250,000 participants...
401kWire.com - Monday, July 27, 1998 - Reader Rating: 3
Week of July 19, 1998
Friday, July 28, 1998. The Wall Street Journal.
In "401(k): It's Truth or Consequences", Ellen E Schultz looks at plan participants to see how well they understand their returns. At the request of the publication, Minneapolis, MN-based York & Associates allowed its employees' portfolios to be investigated. The article revealed that many of the participants -- most of whom are well-educated and received top-quality seminars on investing -- did not really know how their investments were doing nor did they understand diversification. ..

401kWire.com - Monday, July 27, 1998 - Reader Rating: 3
DoL Warns on Y2K
We're getting down to the wire. New Year's Day, 2000 is less than a year-and-a-half away. Now, for the second time this year, the U.S. Department of Labor's Pension and Welfare Benefits Administration (PWBA) has called upon sponsors and providers to ensure that 401(k) plan participants are protected from the impending Year 2000 software problem...
401kWire.com - Monday, July 27, 1998 - Reader Rating: 3
Summer Lovin'
Summer is known for casual romance, but sometimes there can be a deeper relationship. ADP is making new alliances and First Data is picking up a new recordkeeping platform...
401kWire.com - Monday, July 27, 1998 - Reader Rating: 3
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