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News Stories Archives - Since 1998
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As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 30, 2024
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Marbles Help Prospects Find a West Coast RKer
A micro-market-focused retirement plan provider's team is partnering up with a digital HR marketplace...
401kWire.com -
Wednesday, October 30, 2024
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NPPG Preps October and January PEPs
The Garden State TPA's team is building two more pooled employer plans, according to a recent filing...
401kWire.com -
Wednesday, October 30, 2024
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Standard's Geist Welcomes a 13-Year Lincoln Vet
The new hire joins the recordkeeper's sales team in the Southwest...
401kWire.com -
Wednesday, October 30, 2024
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An LGBTQ Org Praises 7 Gamechanging U.S. Fundsters
An international financial services membership community recognizes LGBT+ and supportive allies...
MutualFundWire.com -
Wednesday, October 30, 2024
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BlackRock Helps 2 Allies Launch a Participant Advice APP
The DC I-O titan's team will offer their glidepath services for the new offering...
401kWire.com -
Wednesday, October 30, 2024
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A $1.4T-AUMS AM Adds Five Active ETFs
The move nearly doubles the asset manager's ETF lineup...
MutualFundWire.com -
Monday, October 30, 2023
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A Gotham RKer Teams Up With a Nearby Ally to Small Businesses
The provider's platform is integrating with the other firm's services as a full benefit for annual members...
401kWire.com -
Monday, October 30, 2023
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Spark Welcomes a TPA Alliance
One of the alliance's founding members will join the trade group's advisor board...
401kWire.com -
Monday, October 30, 2023
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OneDigital Hires a 16-Year Provider Vet in the Northwest
The hire will serve as a senior consultant in the insurance brokerage's KPA aggregator business...
401kWire.com -
Monday, October 30, 2023
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Reader Rating: 1
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Week In Preview, October 30 - November 5
This week, the teams at RANDUG, Spark, Trucker Huss, and WIPN are hosting events...
401kWire.com -
Monday, October 30, 2023
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Week In Preview, October 30 - November 5
This week, the teams at Expect Miracles Foundation, IMEA, MFDF, MMI, Nicsa, Philadelphia Fund Alliance, and WE are hosting events...
MutualFundWire.com -
Monday, October 30, 2023
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What Is This $14B-AUM Fund Firm's Chief Hunting For?
One year in, a subadvised mutual fund and ETF shop's head honcho talks about his pipeline for building out the firm's product and subadvisor lineups...
MutualFundWire.com -
Friday, October 30, 2020
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A 401k Managed Account Shop Exits Its Other Biz Line
The firm will now be "100-percent focused" on its retirement plan business...
401kWire.com -
Friday, October 30, 2020
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Reader Rating: 1
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DoL Finalizes Its Reg On In-Plan ESG Investments
After receiving thousands of comments on the proposal and as the election looms, the regulatory agency releases the final reg aimed at getting plan sponsors to stick to their investment knitting in focusing on risk and return, not other, non-pecuniary factors...
401kWire.com -
Friday, October 30, 2020
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T. Rowe Buys a $1.3B Stable Value Biz
The bundled provider acquires from a former recordkeeper...
401kWire.com -
Friday, October 30, 2020
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In Seven Months, These Funds Beat Their 2019 Record
According to the M* team, the group brought in $30.7 billion in net inflows in the first nine months of 2020...
MutualFundWire.com -
Friday, October 30, 2020
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A Midwestern Pub Recognizes an RKing Chief's Influence
The exec is one of twenty-three women on a new list...
401kWire.com -
Friday, October 30, 2020
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Reader Rating: 5
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A Marketing Chief Leaves a $220B-AUM Firm
The executive spent four years at the asset manager...
MutualFundWire.com -
Wednesday, October 30, 2019
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Reader Rating: 5
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Morgan Stanley's Barker Buissereth Hires a Top Advizr Alum
The exec joins the wirehouse as VP of financial wellness and digital solutions...
401kWire.com -
Wednesday, October 30, 2019
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A CT KPA and Newport Power a New ARP
A local Chamber of Commerce has launched a retirement plan for its members...
401kWire.com -
Wednesday, October 30, 2019
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Reader Rating: 1
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Next Up For a Small-Market RKer: IRA Products and Provider Alliances
Watch for this recordkeeper's team to launch some new products even as they're in talks about powering products for other firms...
401kWire.com -
Wednesday, October 30, 2019
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A $68.72B-AUM AM Is "Positioned to Execute" On Deals
Leadership at a fund firm's publicly traded parent talks about their Q3 earnings results...
MutualFundWire.com -
Wednesday, October 30, 2019
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A $230MM-AUA Arizona KPA Switches B-Ds
The advisor now aligns with one of Ladenburg Thalmann's firms...
401kWire.com -
Wednesday, October 30, 2019
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An Upstate NY RIA Teams With Vestwell
The firm already works with Betterment on individual wealth management business...
401kWire.com -
Tuesday, October 30, 2018
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Schwab Recognizes a CT Firm's IMPACT
Schwab awarded their Best-in-Retirement Business IMPACT Award to the 2018 recipient. ..
401kWire.com -
Tuesday, October 30, 2018
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Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com -
Tuesday, October 30, 2018
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Ascensus Finds a Vermont Deal That Works
The private equity-backed RKer makes its 17th purchase of 2018...
401kWire.com -
Tuesday, October 30, 2018
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Reader Rating: 5
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The Richies Enter Their Pleas
The indicted co-owners of Vantage also now have representation...
401kWire.com -
Tuesday, October 30, 2018
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Ramey Hires As an 11-Year Transamerica Vet Departs
The new addition most recently worked at MassMutual...
401kWire.com -
Tuesday, October 30, 2018
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Healey's Successor Keeps His Eye on the M&A Ball
AMG's new CEO talks to analysts on the acquisitive firm's Q3 2018 earnings call...
MutualFundWire.com -
Tuesday, October 30, 2018
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For Its 6th Retirement Deal of 2017, Ascensus Buys in Georgia
Updated | The Keystone State-based open architecture RKer buys an RKing TPA in the Peach State and brings its chief on board...
401kWire.com -
Monday, October 30, 2017
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Reader Rating: 4.25
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Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam...
MutualFundWire.com -
Monday, October 30, 2017
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American Century Says Goodbye to a 401k Vet
A defined contribution industry insider is moving on after two years with the Midwestern mutual fund shop...
401kWire.com -
Monday, October 30, 2017
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Reader Rating: 4
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Week In Preview, October 30-November 5
Transamerica, Macquarie, Inside ETFs, and the Philadelphia Fund Alliance are all hosting events this week...
MutualFundWire.com -
Monday, October 30, 2017
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Week In Preview, October 30-November 5
FIS has four events this week, while DCIIA is looking for nominations...
401kWire.com -
Monday, October 30, 2017
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A Beantown Shop Shutters a Bond Fund
A boutique outside Boston liquidates one of its mutual funds...
MutualFundWire.com -
Friday, October 30, 2015
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This Software Company Has a New RKer
But for how long?..
401kWire.com -
Friday, October 30, 2015
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Is Jude Metcalfe Shifting Gears at DST?
There is word on the 401kWire street.....
401kWire.com -
Friday, October 30, 2015
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Reader Rating: 2.5
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Powers Resurfaces to Guide Another Fund Firm's Parent
The former SSgA chief takes a board seat north of the border...
MutualFundWire.com -
Friday, October 30, 2015
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Vanguard's Delaplane Shifts Roles
Delaplane jets to new position... ..
401kWire.com -
Friday, October 30, 2015
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Vertical Management Systems Welcomes A New TPA
A leading provider of data, financial networkin, and account aggregation technology, adds to its growing list of third party administrators...
401kWire.com -
Friday, October 30, 2015
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Reader Rating: 5
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ABG Wins Award From Fidelity
ABG recognized by for excellence... ..
401kWire.com -
Friday, October 30, 2015
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Sequoia, Valeant, and a Lesson on the Pain and Pleasure of Concentration
A multi-billion dollar mutual fund run by Warren Buffett disciples is taking it in the teeth thanks to its giant stake in a recently scandalized pharmaceutical rollup...
MutualFundWire.com -
Friday, October 30, 2015
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401kWire's Recordkeeper Scorecard
The 401kWire team is rolling out another tool for 401(k) plan advisors (KPA) and other industry insiders...
401kWire.com -
Thursday, October 30, 2014
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Putnam Retirement No More
The Putnam retirement plan business, save DC I-O, is no longer Putnam's thanks to two mergers earlier this year. And soon it will carry a new name, too. Bob Reynolds and one of his lieutenants unveil their branding for the freshly merged company...
MutualFundWire.com -
Thursday, October 30, 2014
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Reynolds and Murphy Power On a New Brand
Three retirement plan businesses are combining into a single unit, under a single chief and a single brand...
401kWire.com -
Thursday, October 30, 2014
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Reader Rating: 4
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Invesco Adopts an $8.2B Suite While Prepping Deutsche-Powered ETFs
The German multinational bank transfers management of an 11-product business to Invesco's ETF unit, even as Invesco prepares a new ETF suite powered by Deutsche indices...
MutualFundWire.com -
Thursday, October 30, 2014
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Chepenik Hires a SunTrust Alum
A new RM joins his Orlando-area, LPL-affiliated KPA shop...
401kWire.com -
Thursday, October 30, 2014
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Reader Rating: 4
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Commission-Free ETF Fever Spreads
A B-D and RIA support giant might get in on the action that Fidelity, Schwab and TD have already gone after...
MutualFundWire.com -
Thursday, October 30, 2014
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Sponsors Side With Participants in Airline 401k Spat
In the wake of Vanguard's and T. Rowe Price's fund-trading restrictions in the 401(k) plans of Southwest and American Airlines, respectively, plan sponsors divulge their opinions on the turbulence. ..
401kWire.com -
Wednesday, October 30, 2013
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An Aspire Key Player Checks Out
As of November 1, Lou Bachetti, is no longer heading Aspire's sales and distributions efforts. ..
401kWire.com -
Wednesday, October 30, 2013
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Reader Rating: 4.5
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ProShares Names a Sales Honcho for the Northeast
The exec was formerly with Guggenheim...
MutualFundWire.com -
Wednesday, October 30, 2013
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Putnam PMs: Market's Ripe for Active Managers
At journalist parley, Putnam senior senior leaders portray a surprisingly strong stock-picking environment...
MutualFundWire.com -
Wednesday, October 30, 2013
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Through Video, New York Life Calls Participants to Action
MyLifeNow Chronicles is the firm's new effort to engage and educate plan participants in a fun way. ..
401kWire.com -
Wednesday, October 30, 2013
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UPDATED | Pimco Replaces Kashkari
Bill Gross's firm hires a Schroders exec to lead troubled equities arm. Exec co-managed a Vanguard fund.
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MutualFundWire.com -
Wednesday, October 30, 2013
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The House Sinks Its Teeth Into Fiduciary Redefinition
The House of Representatives has passed its pending bill to stall fiduciary redefinition rules. ..
401kWire.com -
Wednesday, October 30, 2013
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The $13B JP Morgan Settlement Is in Peril
Talks with Department of Justice is hitting rocks over demands for future immunity, whether another agency pays part of the tab...
MutualFundWire.com -
Wednesday, October 30, 2013
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Value Line Is Wooing Advisors ... And It's Working
Movement from direct-to-investor sales is gaining ground as products gain access on a number of major platforms...
MutualFundWire.com -
Wednesday, October 30, 2013
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ASPPA Has a New Media Point Person
Ryan Shucard has replaced Melinda Semadeni as director of media relations. ..
401kWire.com -
Wednesday, October 30, 2013
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Manufacturer Drops Suit Fighting Copper ETFs
Southwire ends its fight with J.P. Morgan and BlackRock over SEC ruling on proposed copper-backed ETFs. ..
MutualFundWire.com -
Wednesday, October 30, 2013
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Rekenthaler Pooh Poohs the Political Pundits
Stop talking nonsense, the columnist tells both the right and the left...
MutualFundWire.com -
Wednesday, October 30, 2013
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Stock Funds See Biggest Flows Since 2000
Asset class sees fifth highest month of new inflows ever...
MutualFundWire.com -
Wednesday, October 30, 2013
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Fink and Gross Tell Fed: Move It Already!
Fund giants push government to start taper...
MutualFundWire.com -
Wednesday, October 30, 2013
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Towle Managers Eat Their Own Cooking
Woody and Christopher Towle invest big in their fund and do well very well indeed...
MutualFundWire.com -
Wednesday, October 30, 2013
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How Asset Managers Weathered Sandy
Some closed offices. Others didn’t. Many had staff work remotely to ensure business continued...
MutualFundWire.com -
Tuesday, October 30, 2012
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NYSE Expects a Wednesday Reopening
The exchange should be reopened after two days closed due to weather...
401kWire.com -
Tuesday, October 30, 2012
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The Hennessy-FBR Deal is Done
But Neil Hennessy may not be....
MutualFundWire.com -
Tuesday, October 30, 2012
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The Supremes Let Another K Case Go By
Another retirement case passes the Supreme Court Untouched..
401kWire.com -
Tuesday, October 30, 2012
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Reader Rating: 3
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MFEA Responds to Sandy
The trade organization is using Twitter to keep contact going throughout the industry during the storm and its aftermath...
MutualFundWire.com -
Tuesday, October 30, 2012
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NYSE Expects to Open Wednesday
The Wall Street Journal reports the nations biggest exchange should reopen following Hurricane Sandy...
MutualFundWire.com -
Tuesday, October 30, 2012
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Markets Remain Closed Tuesday, But Hope to Be Back Wednesday
Hurricane Sandy continues to wreak havoc on the financial world...
401kWire.com -
Tuesday, October 30, 2012
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Closed Tuesday, Wall Street Pins Hopes on Wednesday
NYSE Euronext testing contingency plans to bring exchanges back on line...
MutualFundWire.com -
Tuesday, October 30, 2012
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Fido and Putnam Still Serving Clients Despite Sandy
Some offices were closed but clients were helped via Internet...
MutualFundWire.com -
Tuesday, October 30, 2012
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Reader Rating: 1
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State Street Readies Two New Funds
Both will use tilt investing...
MutualFundWire.com -
Tuesday, October 30, 2012
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WisdomTree Prepares A Global Corporate Bond ETF
The new fund will likely be on the Nasdaq...
MutualFundWire.com -
Tuesday, October 30, 2012
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Pyxis Challenges a PowerShares First
UPDATED | The Texas mutual fund shop is about to launch a new ETF...
MutualFundWire.com -
Tuesday, October 30, 2012
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RolloverSystems Cuts Staff
The Charlotte firm trims 10 percent of its workforce. Separately, a C-level executive bids the firm adieu...
401kWire.com -
Friday, October 30, 2009
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WisdomTree Chases Real Returns
WisdomTree has filed with the SEC to launch a new ETF that invests in TIPS...
MutualFundWire.com -
Friday, October 30, 2009
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Bogle Reopens a Fund
The $84.6 million fund has been closed since 2002...
MutualFundWire.com -
Friday, October 30, 2009
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Reader Rating: 2
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Stadion Passes $1 Billion in QDIA Assets
The firm reaches a significant landmark in little over two years...
401kWire.com -
Friday, October 30, 2009
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Macquarie Earmarks 'Additional Capital' For Delaware
The Australian bank now expects to close its acquisition of the asset manager in early 2010...
MutualFundWire.com -
Friday, October 30, 2009
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An Insurer Dives into Cash Balance and Amps Up its TPA Support
The small market DC provider prepares a new product and an enhanced partnership program...
401kWire.com -
Friday, October 30, 2009
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Independence No More: Invesco Aim Overhauls its Target Date Funds
The Houston-based fund firm is rechristening the Aim Independence Funds. The glidepath, investment objectives and strategies of the funds are changing, too...
401kWire.com -
Friday, October 30, 2009
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Headcount Reduction Continues at AllianceBernstein
The New York-based asset manager, which unveiled its third-quarter results on Thursday, is bringing headcount down to 4,400 by yearend...
MutualFundWire.com -
Friday, October 30, 2009
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Reader Rating: 3
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Should the Fund Industry Rethink Target Date Fund Branding?
The recent congressional hearing purposed that target date funds evaluate the date in fund names, to alleviate investor confusion...
MutualFundWire.com -
Friday, October 30, 2009
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Morningstar Posts Four-Star Profits in the Third Quarter
Lower costs offset lower revenue at the Chicago-based fund ratings specialists...
MutualFundWire.com -
Friday, October 30, 2009
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Reader Rating: 4
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Fundsters' Eyes Turn to the Supreme Court
The media is watching, too, as the top court in the land prepares to hear oral arguments in a case about allegedly excessive mutual fund fees...
MutualFundWire.com -
Friday, October 30, 2009
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An Exec at a Janus Sub is Moving On
The executive will retire effective December 31 after 21 years at the company...
MutualFundWire.com -
Thursday, October 30, 2008
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State Street is Said to be Eyeing Neuberger
State Street and several private equity firms are among the prospective bidders, according to The New York Post...
MutualFundWire.com -
Thursday, October 30, 2008
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Reader Rating: 5
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New IRS Regs Drive Another Fund Firm Out of 403bs
A Midwestern asset manager plans to liquidate its non-profit DC assets...
401kWire.com -
Thursday, October 30, 2008
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Great-West Buys Fidelity's Recordkeeping Business
in Canada
The deal sends 470 plans and $2.2 billion of assets to Great-West...
401kWire.com -
Thursday, October 30, 2008
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Reader Rating: 5
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Prudential Posts an Increase in Q3 Income
The provider saw a rise in sales and deposits during the quarter...
401kWire.com -
Thursday, October 30, 2008
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Obama Proposal Draws Flak from Industry Insiders
The Democratic candidate's proposal gains no love from DC industry insiders...
401kWire.com -
Thursday, October 30, 2008
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Reader Rating: 4
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A Provider Lands a Distribution Deal with Morgan Stanley
UPDATED| Morgan Stanley adds its 15th alliance partner for its
corporate retirement solutions platform...
401kWire.com -
Thursday, October 30, 2008
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Reader Rating: 5
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Great-West Taps Two for its Bank-Focused Group
The Colorado-based provider appoints two relationship managers for its bank services group...
401kWire.com -
Thursday, October 30, 2008
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Miller's Unit at Legg Mason to Cut a Third of its Headcount
Legg Mason Capital Management is reportedly slashing 40 to 50 jobs. Other Legg subsidiaries could follow suit.
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MutualFundWire.com -
Thursday, October 30, 2008
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Leveraged Index Specialists Liquidate Two Bulls, Two Bears
Updated | A niche fund manager prepares to shutter four of its funds on Friday...
MutualFundWire.com -
Thursday, October 30, 2008
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Rogerscasey Taps Target Date Chief
The Constitution State consultants bring in an advising and research veteran to oversee their 'multi-manager investment solutions,' including their brand new lifecycle funds.
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401kWire.com -
Tuesday, October 30, 2007
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Federated Scouts for Institutional Sales Chief
The Pittsburgh-based investment manager hopes to fill the post within the next 45 days.
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MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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Assets Rise and Income Falls at Lincoln's DC Unit
The provider from the City of Brotherly Love reports third quarter earnings.
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401kWire.com -
Tuesday, October 30, 2007
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Reader Rating: 4
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Claymore Plans China Small-Cap ETF
Lisle, Illinois-based Claymore Advisors is targeting to launch an ETF that seeks to mirror the performance of an index consisting of China-based small-cap firms...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3.5
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Midwestern Insurer Unveils Solo K
A Hawkeye State provider launches a new product for sole proprietors.
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401kWire.com -
Tuesday, October 30, 2007
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Reader Rating: 1
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Calling All Wholesaling Managers Out West!
A Keystone State provider looks to fill two divisional sales management openings on its intermediary sales team after adding three new faces.
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401kWire.com -
Tuesday, October 30, 2007
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Reader Rating: 5
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New Program Offers Help for B-D Compliance Chiefs
A new program from the SEC and FINRA seeks to help chief compliance officers at broker-dealer firms maintain effective compliance controls and foster strong compliance programs...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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O'Neal Bids Adieu to BlackRock's Board
Ex-Merrill chief Stan O'Neal has resigned from BlackRock's board of directors...
MutualFundWire.com -
Tuesday, October 30, 2007
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Rangel Gets in on the Fee Disclosure Action
Yet another Congressional committee holds a hearing on DC fees, bringing a long list of industry players in to chat.
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401kWire.com -
Tuesday, October 30, 2007
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Reader Rating: 1
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MBIA Asset Management Readies Rollout of Inflation Protection Funds
The insurer's asset management unit is preparing to roll out two inflation protection funds...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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Oppenheimer & Co. is Slapped with a $1-Million Fine over Breakpoint Data
The New York City-based firm will shell out $1 million to settle allegations that it knowingly submitted inaccurate mutual fund breakpoint data to FINRA...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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FINRA Names New Board Members
FINRA members have voted to fill seven industry seats on the organization's 23-member board of governors...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 2.75
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O'Neal Exits Merrill
It's official: Stan O'Neal is no longer Merrill's top exec...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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Midwestern Engineers Tap DIA
A Wolverine State sponsor moves its $93 million plan and adds more options.
..
401kWire.com -
Tuesday, October 30, 2007
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Banking Behemoth Faces Class Action Over Servicing Its Own Plan
A participant sues the parent of a mega-market provider for choosing its own affiliates to provide investments and recordkeeping to its DC plan.
..
401kWire.com -
Tuesday, October 30, 2007
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Reader Rating: 1.5
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WSJ: O'Neal's Exit Package Could Top $160 Million
Merrill's outgoing chief executive could be heading out the door with an exit package worth more than $160 million...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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Sub-Prime Flu Spreading to Money Market Funds?
The mortgage market woes appear to be hitting money market funds now, too...
MutualFundWire.com -
Tuesday, October 30, 2007
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Reader Rating: 3
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ETNs Fall Under the Tax Man's Microscope
In today's Wall Street Journal Fund Track column, John Spence writes that the IRS and the Treasury Department are looking into the tax status of ETNs...
MutualFundWire.com -
Tuesday, October 30, 2007
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Study: Compliance Limits BDs' Fund Menus
New research from Hobson & Co. found broker-dealers less-inclined to add new investment choices for their clients...
MutualFundWire.com -
Tuesday, October 30, 2007
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Pentegra Wins Midwestern Bank Partner
The Empire State provider will provide a variety of services, including recordkeeping, to the retirement plans administered by First Banks.
..
401kWire.com -
Monday, October 30, 2006
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Fund Firms Probed Over Agreements With Bisys
The identities of some of the fund companies who have received inquiries from the Securities and Exchange Commission regarding their agreements with Bisys Fund Services have come to light...
MutualFundWire.com -
Monday, October 30, 2006
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Bringing Stability to the Average Plan
A national network of advisors rolls out a stable value product that's not just for the huge plan sponsors.
..
401kWire.com -
Monday, October 30, 2006
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Reader Rating: 5
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NYLIM Retirement Makes Changes at the Top
The provider has promoted one of its own to head the unit...
401kWire.com -
Monday, October 30, 2006
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Reader Rating: 2.5
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401k Players Fight Against New Trade Deadlines
Administrators worry that a hard 4 PM trade deadline will send the industry back in time to 1998...
401kWire.com -
Thursday, October 30, 2003
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Conference Puts Advisors' Needs In Focus
Center For Due Diligence lets the best help out the rest...
401kWire.com -
Thursday, October 30, 2003
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Reader Rating: 4
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ICI Calls for 4 PM Fund Trade Cut Off
The fund industry trade group seeks rule changes to prevent late trading and timing. Rules would threaten current 401k operations...
MutualFundWire.com -
Thursday, October 30, 2003
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Reader Rating: 4.5
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Airline 401k Crashes
The plan is being liquidated following the bankruptcy of the plan sponsor...
401kWire.com -
Thursday, October 30, 2003
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Reader Rating: 1
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EdVest Board May Meet Over Strong
The Wisconsin Treasury seeks an emergency board meeting for the 529 plan...
MutualFundWire.com -
Thursday, October 30, 2003
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Reader Rating: 5
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Strong Leaves Industry Weak-Kneed
The allegations against Dick Strong shake the fund industry. Strong may resign today...
MutualFundWire.com -
Thursday, October 30, 2003
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Reader Rating: 5
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An Insider Takes the Reins at FMTC
The Boston firm promotes Drew Lawton, who replaces a departed exec...
MutualFundWire.com -
Wednesday, October 30, 2002
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Fido Exec Takes Over for a Departed Unit Head
Drew Lawton moves from Fidelity Employer Services to Fidelity Management Trust...
401kWire.com -
Wednesday, October 30, 2002
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Ticker Adds Fund Data
The magazine for brokers has named its supplier of mutual fund data...
MutualFundWire.com -
Wednesday, October 30, 2002
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Reader Rating: 5
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Help Arrives For Those Seeking SoloK Plans
A Portland-based service offers a free information guide on the growing segment...
401kWire.com -
Wednesday, October 30, 2002
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Reader Rating: 3
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Gartmore Names National Sales Director
The fund arm of Nationwide lands a national sales director to take the reins from Jerry Winchester. It also adds four regional sales directors...
MutualFundWire.com -
Wednesday, October 30, 2002
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Vanguard Launches Cash Management Account
The new VanguardAdvantage Account is designed to provide simplicity and flexibility...
MutualFundWire.com -
Wednesday, October 30, 2002
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AMR Funds on the Block
Bad times in the airline industry are causing the Texas-based airline to shop its fund firm at a low point in the market...
MutualFundWire.com -
Wednesday, October 30, 2002
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AMR Puts Its Fund Unit on the Block
Bad times in the airline industry are causing the Texas-based airline to shop its fund firm at a low point in the market...
401kWire.com -
Wednesday, October 30, 2002
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Search401k Lands CMO
The Minnesota-based firm has tapped a new chief marketer and is seeking sales staff...
401kWire.com -
Wednesday, October 30, 2002
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Management Fees Are Rising As the Bear Prowls
Lipper Study focuses in on affect of the declining stock market on fund expense ratios...
MutualFundWire.com -
Wednesday, October 30, 2002
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CDC Ixis Promotes Marketer
The distribution arm of CDC Ixis has named Krantz to head intermediary marketing for its affiliates.
..
MutualFundWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Basic Materials is a Draw?
ProFunds thinks so. Its new funds reflect the new era and its attempt to woo traders in the post-tech economy.
..
MutualFundWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Additions at Artisan
Artisan Adds Portfolio Manager ... MFEA To Give Away $10k...
MutualFundWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Additions at Artisan
Artisan Adds Portfolio Manager ... MFEA To Give Away $10k...
401kWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Consulting Firm Selects IE-Engine
A consulting firm in Georgia has chosen the firm's online RFP platform...
401kWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Fido: A Two Percent Solution
The Boston Behemoth has announced it will lay off 760, or 2 percent of its staff...
MutualFundWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Xerox Makes a Switch
The sponsor has tapped a new provider for investment management services, and the winner may surprise you...
401kWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Morgan Stanley and Fidelity Tag Team
The two firms are offering a new service to be distributed through financial advisors...
401kWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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Mercury Machine Selects Vendor
The Ohio sponsor has a provider for its 401k plan...
401kWire.com -
Tuesday, October 30, 2001
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Reader Rating: 3
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T. Rowe Plans Two More Outlets
The no-load fund company is beefing up its hand-holding with a new center in Silicon Valley. Two more a planned for next year...
MutualFundWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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VA Gets Webbed
Kinetics' Internet fund is among the products added by American Skandia...
MutualFundWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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GoldK Announces First Clients
The Web-based "young punks" are continuing to take plan administration to Web and are now announcing clients...
401kWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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Sponsors To Get Compliance Help
CIGNA Retirement Services is rolling out a new program to assist its clients with keeping up with regulations and legislation. ..
401kWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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EmPlanet Claims Nine
The startup founded by the team of developers who ventured from Fidelity's e401k product rolls out its first clients...
401kWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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October 30, 2000
Participants Pay More Fees ... Social Security Reform Takes Front Stage of Prez ... Paper Says Bush's Plan Makes Cents ... Pru May Cut 400 Jobs from Fixed Income...
401kWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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October 30, 2000
Pru May Cut 400 Jobs from Fixed Income ... Fido Sued Over Web Concept ... Harmon Disappears ... Social Security Reform Takes Front Stage of PRez Campaign ... Paper Says Bush's Plan Makes Cents...
MutualFundWire.com -
Monday, October 30, 2000
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Reader Rating: 3
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Week of October 26, 1998: RFP Roundup
The 401kwire.com's weekly look at searches reported here and in other publications. Also, word is that Schwab has won the business of PeopleSoft...
401kWire.com -
Friday, October 30, 1998
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Reader Rating: 3
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BB&T Names New Trust Head
Raymond McCulloch is taking over BB&T’s trust division, based in Raleigh, North Carolina. McCulloch, is being promoted to replace Ray Long, who is retiring. The trust includes 348 employees and $9.1 billion in assets for individuals and companies. In his role as head of the unit, McCulloch will also oversee the North Carolina State Employees 401(k) Plan...
401kWire.com -
Friday, October 30, 1998
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Reader Rating: 3
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Stable Value Alert: Looking Backward and Forward in Washington
More than 200 members of the stable value business met in Washington DC for the Stable Value Investment Association's annual meeting. While there, they were reminded of the roots of their business as they honored on of the pioneers of the industry. And, they explored both new markets and new ways of marketing to grow the industry...
401kWire.com -
Friday, October 30, 1998
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Reader Rating: 3
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Did Participants React to the Market Crack?
Are plan participants reacting to the recent market slide. Let us know by taking part in The 401kWire.com's interactive poll...
401kWire.com -
Friday, October 30, 1998
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Reader Rating: 3
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