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News Stories Archives - Since 1998
Happy Labor Day Weekend! 401kWire will be closed on Monday in observance of the Labor Day market holiday... 401kWire.com - Friday, August 29, 2025
In Florida, a Provider Warms Up a September Launch The new offering is expected next week... 401kWire.com - Friday, August 29, 2025
Happy Labor Day Weekend! MFWire will be closed on Monday in observance of the Labor Day market holiday... MutualFundWire.com - Friday, August 29, 2025
JPMAM Leads a $45B Rebound The M* team updates U.S. flows data for July 2025 for money market mutual funds... MutualFundWire.com - Friday, August 29, 2025
An Aggregator Reports a 2-Client Breach, Outside Its KPA Biz The incident involved an email with information about a pair of wealth management clients... 401kWire.com - Friday, August 29, 2025
What About Gusto's Other 401k Allies? The payroll provider is poised to buy a 401(k) unicorn. What will that deal mean for Gusto's relationships with other retirement plan recordkeepers?.. 401kWire.com - Friday, August 29, 2025
Netting $159MM Per Fund, Bridge Builder Returns to Pole Position The M* team updates U.S. flows data for July 2025 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, August 29, 2025
A 69-Year-Old AM Adds a Fabless ETF The new index fund further expands the $111-billion-AUM asset manager's thematic ETF suite... MutualFundWire.com - Thursday, August 29, 2024
A KPA Sales Ally Debuts a Tool's Version 3.0 The first iteration of the tool debuted in 2022... 401kWire.com - Thursday, August 29, 2024
A New CFO Joins an 11,000-Plan Firm The firm recently landed its first M&A chef and new PE backing, too... 401kWire.com - Thursday, August 29, 2024
In Colorado, a $2.5B, 250-Group Plan Renews The MEP is sticking with its recordkeeper of 19 years... 401kWire.com - Thursday, August 29, 2024
18 of the Best RKers For Disability Inclusion In 2024 Two organizations recognize a host of big companies, including a number who are in the U.S. retirement plan recordkeeping business... 401kWire.com - Thursday, August 29, 2024
24 of the Best Fund Firms For Disability Inclusion In 2024 Two organizations recognize a host of big companies, including a number who are in the U.S. asset management business... MutualFundWire.com - Thursday, August 29, 2024
AXS Adopts and Revamps a $95MM-AUM Fund The reboot comes almost 13 years after the launch of the fund's first predecessor... MutualFundWire.com - Tuesday, August 29, 2023 - Reader Rating: 5
Floridian DC Insiders Brace For Idalia 401kWire talks to Sunshine State folks about how they're preparing for the hurricane's imminent arrival... 401kWire.com - Tuesday, August 29, 2023
Barstein Experiments With a New Type of TPSU Program The new programs will be held in areas without regular TPSU programs... 401kWire.com - Tuesday, August 29, 2023
Two New Hires Will Lead Standard's Large Plan Push Burlie brings on leaders from Principal and Transamerica... 401kWire.com - Tuesday, August 29, 2023
YWCA Celebrates Five Years In the ETF Space The group is the partner non-profit for an index fund that crossed a big milestone last week... MutualFundWire.com - Tuesday, August 29, 2023
An Empire State PEO Preps Its 1st PEP An HR services company is registering as a new PPP... 401kWire.com - Tuesday, August 29, 2023
A $1.4T-AUM Firm Adds an Agriculture Futures ETF The new fund is designed to complement an existing commodity pool so that investors can choose which tax structure suits them best... MutualFundWire.com - Monday, August 29, 2022
A Former RKer CEO Dies After Exiting In 2021 The late executive joined the industry 33 years ago. He stepped down last year while suffering from a prolonged illness... 401kWire.com - Monday, August 29, 2022
In Oklahoma, an Ex-FA-Turned Sales Vet Joins Ascensus The new hire now serves as an RVP at the PE-backed RKer... 401kWire.com - Monday, August 29, 2022
A $2.5T-AUS Giant Adds More Than 150 Staff With a DC Deal A publicly traded investment bank's team completes their planned purchase of a 401k managed account shop... 401kWire.com - Monday, August 29, 2022
17 of the Best Employers For Women Fundsters A business publication honors 400 American employers, including a number in the mutual fund business... MutualFundWire.com - Monday, August 29, 2022
Week In Preview, August 29 - September 5 This week, the teams at American Century, Congruent, DCIIA, Empower, Spark, and WIPN are hosting events... 401kWire.com - Monday, August 29, 2022
Talking TDFs With Plan Sponsors KPAs share some pointers for target-date fund discussions... 401kWire.com - Thursday, August 29, 2019
Waldeck Rises, Passing the Pru Retirement Reins As a new chief takes over all of Pru in the U.S., there are leadership changes on the retirement plan side of the business, too... 401kWire.com - Thursday, August 29, 2019
In NYC, an Exec Leaves a $1.25B Plan Sponsor A former Viacom exec takes over as director of employee benefits at a nearby law firm... 401kWire.com - Thursday, August 29, 2019
An ICI Alum Rejoins to Lead IDC After more than a decade away from the trade group, a lawyer rejoins ICI to serve as the managing director of IDC. .. MutualFundWire.com - Thursday, August 29, 2019
Participant Reallocation Slowed Again In Q1 A new report from ICI shows that many participants are sticking to their long-term retirement saving goals... 401kWire.com - Thursday, August 29, 2019
A BNY Mellon Vet Joins Anetsberger's C-Suite After 13 years with BNY Mellon, a director joins Millennium Trust in a newly created role... 401kWire.com - Thursday, August 29, 2019
An $831B Global AM's Chief Passes the Reins On October 1, a familiar face will take over the asset manager... MutualFundWire.com - Thursday, August 29, 2019
A 44-Year Old Pensionmark Shop Consolidates A New England KPA team gets a new look and name... 401kWire.com - Thursday, August 29, 2019 - Reader Rating: 1
A FolioDynamix Investment Exec Leaves Envestnet The departure comes after Envestnet bought FolioDynamix at the beginning of the year.. MutualFundWire.com - Wednesday, August 29, 2018
Trump Takes On Retirement Security This Friday, the U.S. President is reportedly going to sign an executive order that defined contribution industry insiders should pay heed to... 401kWire.com - Wednesday, August 29, 2018 - Reader Rating: 4.25
Popp Adds a Phoenix KPA Trio The team comes over from a nearby RIA... 401kWire.com - Wednesday, August 29, 2018
Casady Raises $58.9MM The former LPL chief has shifted into a different business ... with the support of asset managers, insurers, family offices, and individual financial services industry insiders... MutualFundWire.com - Wednesday, August 29, 2018
In Texas, an SVP Leaves Voya IM The exec first joined the asset management nearly seven years ago... 401kWire.com - Wednesday, August 29, 2018
The OMB Moves the Fiduciary Reg Delay Forward The second fiduciary delay has made it out of the regulatory review process. .. 401kWire.com - Tuesday, August 29, 2017
Will B-Ds Kill or Keep Direct Fund Biz? Is There a Third Way? Two firms are teaming up to help broker-dealers and their FAs adapt to a changing environment, without shifting their mutual fund only clients into traditional brokerage accounts... MutualFundWire.com - Tuesday, August 29, 2017 - Reader Rating: 5
An Arizona KPA Shop Makes a New Hire The firm just brought on a new senior retirement associate... 401kWire.com - Tuesday, August 29, 2017
Vantage Launches a Trust With Wilshire The two have partnered in this new trust. .. 401kWire.com - Tuesday, August 29, 2017 - Reader Rating: 3.67
Follow the Fundsters - August 29, 2017 Hires, fires and the like!.. MutualFundWire.com - Tuesday, August 29, 2017
The Oregon SARP Schedules a Hearing The state will host a hearing to go over some changes to its SARP. .. 401kWire.com - Tuesday, August 29, 2017 - Reader Rating: 5
A Fund Firm Triples the Ante With Its Attack on the Pharmaceutical Enron A Garden State mutual fund is attacking a beleaguered, infamous drug company, alleging $80 billion in investor losses... MutualFundWire.com - Tuesday, August 29, 2017
The New Fund Fuss - August 29, 2016 The latest fund and index launches in the industry!.. MutualFundWire.com - Monday, August 29, 2016 - Reader Rating: 5
A European Smart Beta Pioneer Enters the U.S. Mutual Fund Biz An 11-year-old institutional asset manager is preparing to launch its first mutual fund for distribution in the USA... MutualFundWire.com - Monday, August 29, 2016 - Reader Rating: 5
BofA Merrill Welcomes This Transamerica Wholesaler A regional vice president of more than five years has decided to move on... 401kWire.com - Monday, August 29, 2016 - Reader Rating: 5
NerdWallet Launches Retirement Calculator and Teams with FeeX NerdWallet and FeeX partner for a fee analyzing tool and more..... 401kWire.com - Monday, August 29, 2016 - Reader Rating: 2
MassMutual Picks Up a Midwestern Non-Profit Participants have also gained access to fiduciary investment management services. .. 401kWire.com - Monday, August 29, 2016
A Rhode Island Retirement Plan Shop Joins Pensionmark Troy Hammond and his team welcomes a 401(k) plan advisor (KPA) shop to its network... 401kWire.com - Monday, August 29, 2016 - Reader Rating: 1
From ETF Shop to Intellectual Property Firm A five-year-old New England firm is shuttering its ETFs and transforming into "a financial technology firm" which focuses "on fund innovation and the next generation of exchange traded funds.".. MutualFundWire.com - Monday, August 29, 2016
A Distro Vet Sherpas Newcomers Up '40 Act Peak The exec previously ran a number of fund operations outright and handled distribution for a number of others... MutualFundWire.com - Friday, August 29, 2014
After '14 Loss, Holmes Plans to GROW U.S. Global U.S. Global Investors has left one business, will expand another, is buying back shares and slashing costs. It has also upped its stake in a firm... MutualFundWire.com - Friday, August 29, 2014
NFP Welcomes a SoCal 401k Advisor Another KPA switches B-Ds as Financial Telesis sells... 401kWire.com - Friday, August 29, 2014 - Reader Rating: 5
Cambridge Names a Retirement Chief �to lead the retirement center as well as the wealth strategies team... 401kWire.com - Friday, August 29, 2014
This Fundster Likes Big Events Bloomberg takes a look at a hedge-funder who has brought his merger-betting finesse to '40 Act Country... MutualFundWire.com - Friday, August 29, 2014
The Financial Telesis Sale is Done Chetney, Williams and LPL complete the deal... 401kWire.com - Friday, August 29, 2014
Calamos Loses Another President Exec, who also served as COO, departs just six months after being named. Firm announces fate of position... MutualFundWire.com - Thursday, August 29, 2013 - Reader Rating: 5
A Pace Prof. Argues That It's All About the 401k Advisor Aron Gottesman, a professor of finance and chairperson of the Finance and Economics Department at Pace University�s Lubin School of Business, says that investing in retirement is bound to hurt, but a financial advisor is the key to a smooth procedure... 401kWire.com - Thursday, August 29, 2013
A New Player Offers Free Advice to 401k Participants A Boston-based start-up firm has developed proprietary technology to give participants DC investment advice�for free. .. 401kWire.com - Thursday, August 29, 2013 - Reader Rating: 1.5
Mercer Adds S Shares to a Fund Mercer Funds profile ] has filed plans to offer Class S shares for of the Mercer Opportunistic Fixed Income Fund. [SEC Filing ]... MutualFundWire.com - Thursday, August 29, 2013
John Hancock Plans to Combine Two Bond Funds John Hancock [profile ] has called for a special shareholders meeting on October 10 for the shareholders of the High Income Fund to consider merging the fund into the John Hancock High Yield Fund . [SEC Filing ]... MutualFundWire.com - Thursday, August 29, 2013
SunAmerica Prepares to Merge Three Funds SunAmerica [profile ] has scheduled a special joint shareholders meeting to be held on October 10 for the shareholders of the Focused Large-Cap Growth Portfolio and SunAmerica Value Fund. The purpose of this meeting is to approve a proposed reorganization of the two funds into the SunAmerica Focused Alpha Large-Cap Fund. [SEC Filing ] .. MutualFundWire.com - Thursday, August 29, 2013
Hotchkis & Wiley Tweaks a Value Fund Hotchkis & Wiley [profile] announces change in investment policy for Hotchkis & Wiley Large Cap Value Fund. Effective October 28, the Fund�s 80-percent non-fundamental investment policy will be as follows: The Fund normally invests at least 80 percent of its net assets plus borrowings for investment purposes in equity securities of large capitalization companies. [SEC Filing ].. MutualFundWire.com - Thursday, August 29, 2013
Two SCA Funds Adjust Course Northern Lights Fund Trust announced investment objective changes for the SCA Absolute Return Fund and the SCA Directional Fund. The Absolute Return Fund's new investment objective will be to seek long-term capital appreciation and income with low correlation to traditional equity and fixed income markets. The Directional Fund new investment objective will be to seek long-term capital appreciation with moderate correlation to traditional equity markets. [SEC Filing ]... MutualFundWire.com - Thursday, August 29, 2013
kasina Sees Mister Market Smile on Fundsters and B-Ds Alike kasina, the management consultancy firm, finds two dominant themes in the warehouse and asset management industry. .. MutualFundWire.com - Thursday, August 29, 2013
This Firm Wants to Be Your Gatekeeper Consulting shop, which provides a variety of due-diligence and investment research services, is now working with wirehouses and mid-to-large size advisors... MutualFundWire.com - Thursday, August 29, 2013
Three Things to Know From U.S. Global Investors' Fiscal 2013 Earnings U.S. Global Investors reported its fiscal 2013 earnings. .. MutualFundWire.com - Thursday, August 29, 2013
Eaton Vance Homes in on Foreign Lands with New Fund The Boston firm is launching Eaton Vance Currency Income Advantage Fund (ECIAX) to join its Eaton Vance Diversified Currency Income Fund (EAIIX,.. MutualFundWire.com - Thursday, August 29, 2013
Index Fund Investors Brush Off the Nasdaq Glitch as a "Complete Non-Event" Last week's Nasdaq glitch is recalled with ambivalence by index fund devotees... MutualFundWire.com - Thursday, August 29, 2013
Gerstein Fisher's CIO Weighs Active and Passive When It Comes to Growth Gregg Fisher of Gerstein Fisher wrote an article for Forbes on active and passive fund differences... MutualFundWire.com - Thursday, August 29, 2013
Woo Advisors With Fewer Calls, More Personal Relationships InvestmentNews' Jason Kephart covered a survey that shows advisers are getting more and more emails, snail mail, and social media contact from fund firms. .. MutualFundWire.com - Thursday, August 29, 2013
How Do Gatekeepers and Consultants Pick DC I-Os? Cogent helps you answer the question: are you all the asset manager you can be? .. 401kWire.com - Thursday, August 29, 2013 - Reader Rating: 2
Emerging Market ETF Outflows Continue Outflows in emerging market stocks have continued and ETFs play a big role in those flows, The Wall Street Journal writes. .. MutualFundWire.com - Thursday, August 29, 2013
Wilmington Replaces a Sub-Advisor Effective August 28, Rock Maple Services no longer sub-advises the [Wilmington Rock Maple Alternatives Fund [profile]. The fund is now sub-advised by Wilmington Trust Investment Advisors and has been rebranded as the Wilmington Multi-Manager Alternatives Fund. [SEC filing]... MutualFundWire.com - Thursday, August 29, 2013
Transamerica Will Stop Offering B Shares Effective November 1, Transamerica Funds [profile] will stop selling B shares. [SEC filing]... MutualFundWire.com - Thursday, August 29, 2013
Death and Taxes: A Late Fido Pioneer's $24MM Estate Lands His Son in Hot Water The son pleaded guilty to tax fraud over money in Switzerland... MutualFundWire.com - Thursday, August 29, 2013
UBS Removes One Sub-Advisor and Adds Another Effective August 2, Martin Currie [profile] no longer sub-advises UBS' [profile] PACE International Equity Investments Fund. Effective August 5, UBS added Chautauqua Capital Management as a sub-advisor to the fund. J.P. Morgan [profile] and Mondrian also sub-advise the fund. [SEC filing]... MutualFundWire.com - Thursday, August 29, 2013
Judge Tosses BlackRock Compensation Suit BlackRock was sued by two pension firms but a U.S. District Court dismissed the charges. .. MutualFundWire.com - Thursday, August 29, 2013
Alts Are "Very Important" to Pimco, COO Says Pimco COO Douglas Hodge spoke to the The Wall Street Journal on Pimco's interest in alternative funds. .. MutualFundWire.com - Thursday, August 29, 2013
ETF Roundup: Conway Kicks Ass Barron's Brendan Conway criticizes an IndexUniverse editorial and State Street is launching a non-BRIC ETF that is set to enter a Vanguard and BlackRock dominated ETF space. .. MutualFundWire.com - Thursday, August 29, 2013
Tocqueville Gold Fund Gets Bloomberg Mention Toqueville's gold fund, managed by John Hathway, was profiled for its performance advantage among gold funds. .. MutualFundWire.com - Thursday, August 29, 2013 - Reader Rating: 5
Principal Makes a Boo Boo The GIC provider corrected its report of a zero interest-rate yesterday... 401kWire.com - Wednesday, August 29, 2012 - Reader Rating: 1.33
Nationwide Hires a West Coast Sales Director The new hire will cover Nationwide's western division... 401kWire.com - Wednesday, August 29, 2012 - Reader Rating: 3
The Cover Up, Not the Mistake, Took Down a Legg Mason Advisor Funds CFO A Legg Mason treasurer and CFO who resigned in 2010 has been charged with falsifying documents about payments to two liquidated mutual funds and barred from working in the industry... MutualFundWire.com - Wednesday, August 29, 2012 - Reader Rating: 5
American Beacon Pulls Out a Board Chair for an Ex-Van Kampen CEO Jerry Miller served as Prez and CEO of Van Kampen from 2008 to 2010... MutualFundWire.com - Wednesday, August 29, 2012
BIC Colors With a Bond Alts Fund The outsourced wholesaler of mutual funds has inked a deal with a startup mutual fund to boost its sales. .. MutualFundWire.com - Wednesday, August 29, 2012
WisdomTree Still Seeks Its COO Four months after beginning the search for a COO to fill the shoes of a departed honcho, WisdomTree still hasn't filled the role... MutualFundWire.com - Wednesday, August 29, 2012
ASPire Dramatically Expands its Sales Team The Florida-based shop has added an internal sales desk and an external wholesalers -- and sales chief Lou Bachetti says they're looking to keep expanding... 401kWire.com - Wednesday, August 29, 2012
Touchstone Is Breaking into the 401k Space with Fifth Third Funds Touchstone will use Fifth Third's existing relationships and distribution in small plan space... 401kWire.com - Wednesday, August 29, 2012 - Reader Rating: 4
Abby's Good Heir Day Reviewed The nation's newspapers pile on the change at Fidelity that put Abby between Ron O'Hanley and her dad... MutualFundWire.com - Wednesday, August 29, 2012
BlackRock Predicts a Bond ETF Boom Several reports highlight the coming growth of fixed income ETFs, currently hot fixed income ETFs and the growth of one sector in particular... MutualFundWire.com - Wednesday, August 29, 2012
FT Details How Donahue, Hawke Outfoxed Money Fund Detractors The Financial Times examines the "frenzy of lobbying" that brought down Schapiro's proposed reforms. .. MutualFundWire.com - Wednesday, August 29, 2012
Ivascyn's Got Gross Beat Bill Gross isn't the best bond picker at Pimco... MutualFundWire.com - Wednesday, August 29, 2012
Paul Ryan's Mutual Fund Holdings Are Under Examination The Street took a look at the VP nominee's mutual fund holdings and suggested some alternative strategies... MutualFundWire.com - Wednesday, August 29, 2012
ExpertPlan Private Labels in Gettysburg A Keystone State TPA teams up with the Garden State outsourced RKer... 401kWire.com - Monday, August 29, 2011
Ascensus Hires Three As previously reported by The 401kWire, Ascensus hires wholesalers for the Florida, New York Metro and Pacific Northwest territories... 401kWire.com - Monday, August 29, 2011
Touchstone Rolls Out a Merger Arbitrage Fund The Cincinnati-based fund shop launches another fund sub-advised by Longfellow Investment Management... MutualFundWire.com - Monday, August 29, 2011 - Reader Rating: 5
Huber Plans to Rebrand its Institutional Shares as Investor Shares The Los Angeles-based firm will make the change in its two mutual funds in October... MutualFundWire.com - Monday, August 29, 2011
A Mid-Atlantic Retirement Plan RIA Adds Another Branch The First State firm adds a satellite office... 401kWire.com - Monday, August 29, 2011
vWise's Distribution Reaches a Quorum A Prairie State TPA teams up with the online, interactive-video specialist... 401kWire.com - Monday, August 29, 2011 - Reader Rating: 4
A Columnist Attacks the 'Fraudulent' Promise of 401ks A writer for Reuters blasts the 401k system... 401kWire.com - Monday, August 29, 2011 - Reader Rating: 1.8
Alger Remembers Employees Who Died on 9/11 Fred Alger pays tribute to 35 employees who lost their lives... MutualFundWire.com - Monday, August 29, 2011
Compass Names an Advisor Services Chief The Volunteer State mutual fund firm promotes one of its own... MutualFundWire.com - Monday, August 29, 2011
BlackRock Wants to Create Its Own Indexes For iShares The world's largest asset manager files to compete with the likes of Russell and S&P... MutualFundWire.com - Monday, August 29, 2011
Dow Jones Checks in With Asset Managers Post-Irene The news service talks to financial services firms, including Legg Mason, BlackRock and Pimco, on whether Irene had any impact on their operations... MutualFundWire.com - Monday, August 29, 2011
Four of the Most Powerful Women are Tied to Mutual Funds Abby Johnson and three other familiar faces make it onto Forbes' latest list... MutualFundWire.com - Monday, August 29, 2011
Lipper for Retirement Adds a Little Thomson A DC exec with the fund ratings specialists aims to leverage the strength of his new parent company post-merger... 401kWire.com - Friday, August 29, 2008
OpFunds and T. Rowe Get Props for Websites DALBAR has released its mutual fund website rankings for the second quarter... MutualFundWire.com - Friday, August 29, 2008 - Reader Rating: 5
ETFs Muscle in on Mutual Fund Territory Cerulli analysts say ETFs are a threat to mutual funds in investors' portfolios... MutualFundWire.com - Friday, August 29, 2008
AUL Puts Out Numbers on the 403b Frenzy The top exec at AUL's retirement unit says proposal activity is up 200 percent through July compared to last year... 401kWire.com - Friday, August 29, 2008
CEO of a New York B-D is Charged with Obstruction of an SEC Probe The president, CEO and chairman of a New York b-d has been indicted for fraud and obstruction of an SEC investigation... MutualFundWire.com - Friday, August 29, 2008
Mutual Fund Store CEO Makes a Quiet Exit Adam Bold is CEO of the Mutual Fund Store once again... MutualFundWire.com - Friday, August 29, 2008
Guardian Unveils a New Small-Market Product The insurer has launched a new funding option for qualified plans and added fully bundled TPA services... 401kWire.com - Friday, August 29, 2008
Money-Fund Directors Slam Proposed Credit Rule Change Directors of money funds are sure of one thing, they don't want to replace the credit rating agencies... MutualFundWire.com - Friday, August 29, 2008
Lazard Has a Fund Opening and Closing in the Works Lazard Asset Management plans to launch a new fund and close another to new investors... MutualFundWire.com - Friday, August 29, 2008
Belmont to Hold Capital Access Forum The Rosewood Securities affiliate unveils its November conference... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
Schwab Retirement Names COO The bundled plan providers has brought on a DC industry veteran as chief operating officer for its Corporate Services unit... 401kWire.com - Wednesday, August 29, 2007
International Paper Fee Suit Stays Put After sending one fee case south, a federal judge denies a similar request in another case and waits to rule on its class-action status. .. 401kWire.com - Wednesday, August 29, 2007
Pittsburgh Paper Names Confluence to Hot 100 List Confluence has been named by the Pittsburgh Business Times as one of the fastest growing private companies in the region... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3.11
Update 1\| Schwab's Funds CEO Steps Aside Evelyn Dilsaver has stepped down as CEO of Schwab Investment Management, and Schwab has tapped a replacement to head its mutual fund unit... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3.09
State Street to Upgrade Fund Interface State Street is using NetManage�s OnWeb tools to upgrade its mutual fund customer interface... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
Mutual Fund Store Founder Lands TV Gig Adam Bold is adding television host to his resume of media projects, starting October 5... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
Conduits Transmit Stock Loss to State Street Conduits are one reason why State Street Corp. shares lost more than four percent of their value on Tuesday... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
Kranefuss Sees Yet More ETF Expansion at BGI Barclays may be the market share leader in ETFs, and it is not about to slow down says CEO Lee Kranefuss... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
ETFs From New York May Get a Pad in Tokyo The Tokyo Stock Exchange is making a play for a slice of the exchange-traded fund (ETF) business with cross-listings of ETFs now traded on New York and other markets... MutualFundWire.com - Wednesday, August 29, 2007 - Reader Rating: 3
RSM McGladrey Loses Retirement Head The H&R Block unit sees a change at the top of its Retirement Resources unit... 401kWire.com - Tuesday, August 29, 2006 - Reader Rating: 1
Schwab Cool on Deal Talk Jim McCool fielded a question on whether Charles Schwab is indeed making a play for another plan provider during a talk this morning with TPAs... 401kWire.com - Tuesday, August 29, 2006
Fido Packages PPA Features for Advisors The Boston Behemoth has retailored its advisor 401(k) to place auto-enrollment, deferral increases and asset allocation funds front and center in the hopes of riding the Pension Protection Act's coattails... 401kWire.com - Tuesday, August 29, 2006 - Reader Rating: 4.33
Hancock Starts Back to School Campaign It's back to school season. For many retailers, that means it is time for "Back to School" sales. For insurers it means an opportunity to pitch its 529 college savings plan product. The insurer has kicked off a seven week effort built around direct mail and advisors education to boost its 529 sales... MutualFundWire.com - Tuesday, August 29, 2006
Julius Baer Adds Sales Vision Julius Baer Investment Management is turning to Access Data Corp.'s SalesVision product to manage its sales and asset reporting across its distribution channels. The Swiss-owned fund manager did not reveal which other platforms, if any, it considered. CEO Tony Williams said that Access Data was selected for its ability to aggregate and acquire detailed sub-accounting information from financial intermediaries... MutualFundWire.com - Tuesday, August 29, 2006
Ralph Parks Opens First Fund A Pittsford, New York-based investment advisor is jumping into the mutual fund business with a no-load fund. Ralph Parks Investment Group took the wraps off its First Cyclical Equity Fund this week... MutualFundWire.com - Tuesday, August 29, 2006
Ray James Winning Lower VA Fees The Florida broker-dealer has nine down and nine to go in its effort to entice insurers to cut fees on their VA products... MutualFundWire.com - Tuesday, August 29, 2006 - Reader Rating: 5
Wirehouses Continue SMA Domination The big five's separately managed account market share holds steady even as the market adds assets and accounts... MutualFundWire.com - Tuesday, August 29, 2006 - Reader Rating: 3
Liquidnet Readies Tokyo Platform The electronic stock market will roll out a Japanese platform for institutional block traders in the first half of 2007... MutualFundWire.com - Tuesday, August 29, 2006
No Date Yet for Mutuals.com Case The criminal case against former Mutuals.com executives Richard Sapio, Eric McDonald and Michele Leftwich is still winding its way through the justice system ..... MutualFundWire.com - Monday, August 29, 2005
IXIS Intros ETF Managed Account What do you get when you combine managed accounts with exchange-traded funds? Active Managed ETF Portfolios, or MEPs, according to IXIS Asset Management Advisors ..... MutualFundWire.com - Monday, August 29, 2005
Allegiant Names International Subadvisor Effective September 1, Allegiant Funds will outsource management of approximately 50 percent of its International Equity Fund assets ..... MutualFundWire.com - Monday, August 29, 2005
Federated Latest to Outsource The sale of its recordkeeping technology unit is not the only move being made by the Pittsburgh-based asset manager... 401kWire.com - Monday, August 29, 2005 - Reader Rating: 3
Newkirk Adds Roth Plan Materials Thinking about rolling out a Roth 401(k) plan?.. 401kWire.com - Monday, August 29, 2005
DoL Plans Revamp of 5500 Filings The administrators plan to streamline the plan filing forms... 401kWire.com - Monday, August 29, 2005
Arizona Board of Regents Optional Retirement Plan The plan's incumbents are awarded the contract for the time being. One may be selected to provided recordkeeping for the entire plan... 401kWire.com - Monday, August 29, 2005
No More Dough for Janus Plaintiffs Class-action plantiffs seeking restitution from Janus may not get anything above the fund firm's already allocated settlement money ..... MutualFundWire.com - Monday, August 29, 2005
American Beacon Adds Subadvisors American Beacon Advisors have brought on another three subadvisors to manage its $3.1 billion American Beacon Small Cap Value fund ..... MutualFundWire.com - Monday, August 29, 2005
Putnam's Retail Head Honcho to Retire Richard Monaghan, president of retail management at Putnam Investments, plans to retire ..... MutualFundWire.com - Monday, August 29, 2005
DoL Sues Badly Behaving Trustees The regulators go after trustees that diverted employee contributions... 401kWire.com - Monday, August 29, 2005
Happy Birthday Mr. Dreyfus The founder of Dreyfus turns ninety... MutualFundWire.com - Friday, August 29, 2003
UBS Financial Lures Two Merrill Lynch Execs The firm has hired away both the head of the Merrill family office group and the sales director for its wealth management group... MutualFundWire.com - Friday, August 29, 2003
Fidelity Says RIA Group is Booming The Boston Behemoth claims to have grown its RIA custody business by 20 percent so far in 2003... MutualFundWire.com - Friday, August 29, 2003
GE Asset Veteran Joins New Jersey Firm The new hire will focus on expanding the firms separately managed account product... MutualFundWire.com - Friday, August 29, 2003 - Reader Rating: 4
The Never-Ending Blackout Participants in the Clayton Homes plan face a blackout of sixty days (and counting)... 401kWire.com - Friday, August 29, 2003 - Reader Rating: 4
Hawaiian Air Woes Hit Pension, Not 401k The airline says its defined contribution program is O.K. Asks court to suspend pension contributions... 401kWire.com - Friday, August 29, 2003
Outsourced Recordkeeper Names Board Member An former PFPC chief will add his experience to the board of the startup... 401kWire.com - Friday, August 29, 2003
SunGard Client Ports to IBM A Boston area recordkeeper will be the first to move to Universal Database... 401kWire.com - Thursday, August 29, 2002
Need a Scream? A new player is offering financial services firm's financial planning tools for their clients. .. 401kWire.com - Thursday, August 29, 2002
Florida Names Director Stipanovich is confirmed to succeed Herndon... 401kWire.com - Thursday, August 29, 2002
Mackenzie Finds a Buyer for Ivy The fourth largest Canadian fund firm cuts a $74 million deal to get out of the day-to-day fund business... MutualFundWire.com - Thursday, August 29, 2002
Federated Shakes Things Up The global chief is retiring and the firm is getting a new structure for its investment staff... MutualFundWire.com - Thursday, August 29, 2002
Get Ready for Form N-CSR Executives certifying their fund operating results may not have to use N-SAR after all... MutualFundWire.com - Thursday, August 29, 2002
Principal Lauds Best 10 The insurer publishes a best practices guide to benefits based on the practices of ten employers... 401kWire.com - Thursday, August 29, 2002
AIM Ties to Finance Packages AIM and Quicken ... Policy for High Net Worth.. 401kWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
AIM Ties to Finance Packages AIM and Quicken ... Policy for High Net Worth.. MutualFundWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
Reviewing Options A large 401k plan is exploring its options for the upcoming year... 401kWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
Principal Promotes There is a new executive in charge of retirement services at the Iowa firm... 401kWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
Is AMG Ready to Pull Trigger on Deal? Rumors are flying about the identity of AMG's next acquisition of a name brand fund... MutualFundWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
Lucent Looms Large The Lucent case is now popping up in the mainstream press... 401kWire.com - Wednesday, August 29, 2001 - Reader Rating: 3
Mapping to Keep Participants Invested A West Coast bundled vendor is highlighting its "mapping" feature as a way to keep participants as satisfied investors during the conversion process... 401kWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
Are Multi-Sector Funds Next? John Hancock is hoping to bag investors who want to hedge their bets on what the next hot new sector will be... MutualFundWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
Diversified Adds Diversification Do participants need a choice of brokers for their brokerage account? Diversified is betting that they do... 401kWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
Fido Launches AdvisorXchange Now Fidelity is getting into content. It will supply Web content to intermediary sites... MutualFundWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
Delaware Signs Up State Street Exec More changes at Delaware. This time it adds a VP to its sub-advisory services group... MutualFundWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
MetaMarkets Adds Super Markets The fund firm made famous for using the Web to build customer connections adds three more brokerages to its distribution network... MutualFundWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
August 29, 2000 Wachovia eyes investment management ... Funds buy into private equity... MutualFundWire.com - Tuesday, August 29, 2000 - Reader Rating: 3
August 29, 2000 Wachovia eyes investment management ... Funds buy into private equity... 401kWire.com - Tuesday, August 29, 2000 - Reader Rating: 3

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