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News Stories Archives - Since 1998
Passive Inflows Climb 67 Percent to $60B The M* team updates U.S. flows data for May 2025 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, June 27, 2025
26 Years In, a Micro-Market 401k Pioneer Retires Stay tuned for word on who will take over the recordkeeper he founded in 1999... 401kWire.com - Friday, June 27, 2025
How Is the Boston Behemoth Upgrading a 1YO Edge? Simplifying administration has been a key focus for the Fidelity team with their KPA- and TPA-powered retirement plan product... 401kWire.com - Friday, June 27, 2025
Fink and Barnett Team Up For Alts-Powered TDFs A CIT specialist, the world's largest asset manager, and a big consulting firm are building a target-date fund offering that includes exposure to private equity and private credit... 401kWire.com - Friday, June 27, 2025
2025's Most Influential Asset Manager Is ... A publicly traded fund giant is one of the 105 most influential companies in the world, according to the folks at a national, biweekly news magazine... MutualFundWire.com - Friday, June 27, 2025
As a PA Entrepreneur Retires, a Definiti Exec Extends His Reach A provider sales veteran's territory is expanding at the TPA... 401kWire.com - Friday, June 27, 2025
Active Outflows Fall By $10B The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, June 27, 2024
Why McCoy Hired iJoin's 1st Marketing VP The new hire started with the participant engagement specialist two weeks ago... 401kWire.com - Thursday, June 27, 2024
Cap Group Partners With a 3rd Party 338 The move builds on a multi-year relationship between the provider and a Midwestern investment fiduciary... 401kWire.com - Thursday, June 27, 2024 - Reader Rating: 3
Netting $490MM, Alpha Architect Repeats The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, June 27, 2024
GPS Preps a July PEP The new PEP's expected launch date is next week... 401kWire.com - Thursday, June 27, 2024
Five Months, $514MM Per Fund In Inflows The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, June 27, 2023
Epic Hires Near Beantown The new sales hire will cover the Northeast and the Ohio Valley for the Rochester-based recordkeeper... 401kWire.com - Tuesday, June 27, 2023
Lavallee Mourns a 62-Year-Old Voya Leader The recordkeeper's team is hosting a celebration of life later this week... 401kWire.com - Tuesday, June 27, 2023
Ross Will Help Guide a Series Trust The ex-SPDR bigwig joins a board of trustees... MutualFundWire.com - Tuesday, June 27, 2023
After the RPAG Split, Shapiro Promotes Two NFP Retirement's new chief makes a pair of appointments as two units spin off... 401kWire.com - Tuesday, June 27, 2023
Communicating In Brutal Markets A reader offers suggestions for asset managers trying to figure out how to get the word out during trying investing times... MutualFundWire.com - Monday, June 27, 2022
Nine Years In, a Transamerica Vet Exits He served as an RVP for the insurer's retirement plan provider arm... 401kWire.com - Monday, June 27, 2022
Which 36 Data Fields Do RKers Need From Sponsors and Payroll? A trade group offers suggestion about data sharing between plan sponsors, payroll providers, and retirement plan recordkeepers... 401kWire.com - Monday, June 27, 2022
Murray Rises and Promotes Three At Voya The freshly promoted executives are all longtime employees at the provider... 401kWire.com - Monday, June 27, 2022
Week In Preview, June 27 - July 4 This week, the teams at Financial Planning and MFDF are hosting events... MutualFundWire.com - Monday, June 27, 2022
Week In Preview, June 27 - July 4 This week, the teams at DCIIA, Faegre Drinker, Spark, Vestwell, and WIPN are hosting events... 401kWire.com - Monday, June 27, 2022
What Do Clients Want From You Online? An insurance trade group shares some social media wisdom... 401kWire.com - Thursday, June 27, 2019
A 10-Year MassMutual Vet Joins O'Toole After 10 years with MassMutual, a managing director follows her former senior VP and head of workplace distribution... 401kWire.com - Thursday, June 27, 2019 - Reader Rating: 4
Check These Boxes to Make Sure Your Content Is Worthwhile An industry PR specialist offers fundsters tips for spicing up their blogs and newsletters... MutualFundWire.com - Thursday, June 27, 2019
Blue Tractor Tries to Please the SEC: Take Eight If at first you don�t succeed�.. MutualFundWire.com - Thursday, June 27, 2019
401k Costs Are Shrinking A new BrightScope/ICI report shows positive trends in fee necessity. .. 401kWire.com - Thursday, June 27, 2019
For Plan Sponsors, the CEFEX Team Takes a New Step Online The organization�s new Independent Assessment Report (IAP) is intended to provide another layer of due diligence documentation in the wake of Reg BI. .. 401kWire.com - Thursday, June 27, 2019
What Does Gundlach Think of Trump 2020? The bond fund star who correctly called the 2016 U.S. presidential election is aiming his crystal ball at the next one... MutualFundWire.com - Thursday, June 27, 2019
Spectrum's Marshall Passes the Reins, Partially A pair of company veterans rise into new roles as the founder steps aside but not out... 401kWire.com - Thursday, June 27, 2019
Ascensus Acquires a Cali TPA The deal is another expansion of Ascensus' TPA Solutions division... 401kWire.com - Wednesday, June 27, 2018 - Reader Rating: 5
Participants Don't Worry Enough About Health Care, Study Finds MassMutual's Retirement Income Study shows pre and post retirees have different worries. .. 401kWire.com - Wednesday, June 27, 2018
Ervin Expands His Team and Ponders Raising Capital After expanding Reality Shares' lineup to six ETFs and a VC fund, the FA-turned-ETF-entrepreneur makes a pair of key hires... MutualFundWire.com - Wednesday, June 27, 2018
Stone Trims DST's Workforce The SS&C chief confirms that six percent of DST employees worldwide are being laid off... 401kWire.com - Wednesday, June 27, 2018
T. Rowe Price Brings on an RM The Baltimore-based bundled provider has swooped up a relationship manager... 401kWire.com - Wednesday, June 27, 2018 - Reader Rating: 1
A 20-Year Vet Joins Voya in Cali This new hire previously worked at Transamerica for almost 10 years... 401kWire.com - Wednesday, June 27, 2018 - Reader Rating: 2
What Does Bogle Have In Common With Buffett and Disney? Besides being successful, famous, white, American businessmen, that is... MutualFundWire.com - Wednesday, June 27, 2018
After Six Years At Guggenheim, a Senior Managing Director Passes the Reins Another Guggenheim exec rises to fill the spot. .. MutualFundWire.com - Tuesday, June 27, 2017
Ascensus Acquires In VA Ascensus makes its second acquisition this month..... 401kWire.com - Tuesday, June 27, 2017 - Reader Rating: 4.33
Follow the Fundsters - June 27, 2017 Fires, Hires, and the Likes!.. MutualFundWire.com - Tuesday, June 27, 2017
$3.5B Team Says Aloha to RayJay The Honolulu-based team recently joined the firm..... 401kWire.com - Tuesday, June 27, 2017
NJ KPA Launches a Fidu System This KPA launches a fiduciary reporting system for fiduciaries and clients..... 401kWire.com - Tuesday, June 27, 2017 - Reader Rating: 5
America's Drive-In Issues an RFP Sonic Corp. issued an RFP for its DC plan... 401kWire.com - Tuesday, June 27, 2017
Large Health Care Company Issues An RFP The health care plan and services provider issued an RFP for its two DC plans. .. 401kWire.com - Tuesday, June 27, 2017
Music Royalty Enters the ETF Biz, But At Arm's Length A jazz and producing legend lends his name to an upcoming fund. Yet it looks like he'll be otherwise uninvolved in the planned offering... MutualFundWire.com - Tuesday, June 27, 2017
An MA KPA and TPA Dies A 42-year financial services industry veteran passed away last month... 401kWire.com - Monday, June 27, 2016 - Reader Rating: 3.5
Stork and Reaper -- June 27, 2016 Check out the latest fund filings with the SEC! .. MutualFundWire.com - Monday, June 27, 2016
A Sales Exec Exits Cali RKer After 5 Months After nearly five months at the company, an executive vice president leaves the Walnut Creek, California-based recordkeeper... 401kWire.com - Monday, June 27, 2016 - Reader Rating: 5
Voya Clears $962MM in Government Plans The second smallest state in the United States has chosen Voya to recordkeep its three government plans... 401kWire.com - Monday, June 27, 2016 - Reader Rating: 5
Oregon Transportation Group Selects Investment Consultant for DC Assets Hyas Group wins the consulting mandate, which includes providing education services to plan participants. .. 401kWire.com - Monday, June 27, 2016 - Reader Rating: 4
An Asset Manager Sells Its Fund Services Arm A publicly-traded mutual fund shop in the Midwest is selling a unit to an independent shop in the Northeast... MutualFundWire.com - Monday, June 27, 2016 - Reader Rating: 3
Ascensus Appoints a 13-Year Vet as Regional VP An Ascensus employee with more than 13 years of tenure, has been appointed as a new regional vice president... 401kWire.com - Monday, June 27, 2016 - Reader Rating: 5
The Brexit Freeze, Roboadvisor Style The biggest independent roboadvisor in the business suspended trading for more than two hours. RIAs were notified, but individual investors weren't... MutualFundWire.com - Monday, June 27, 2016
The SEC Slaps BlackRock with a Wells Notice The June 17 document is tied to conflict-of-issues regarding former PM Daniel Rice... MutualFundWire.com - Friday, June 27, 2014
A Lincoln Insider Fills a Key Exec's Shoes, For Now The plan provider's head of business development has moved on, and a Lincoln employee has taken her place in the interim. .. 401kWire.com - Friday, June 27, 2014 - Reader Rating: 2
Connors Rechristens His DIY Retirement Investing Site ...and discusses some of the website's new tools. .. 401kWire.com - Friday, June 27, 2014
GSAM's Alts for Dummies, Under the Aegis of Papagiannis The former head of alts research at Morningstar outlines her plans for offering alternatives education at Goldman... MutualFundWire.com - Friday, June 27, 2014
Castle Rock Helps 100 Comply The data aggregation specialist in Chitown says that all of its clients using its AXIS platform have been compliant with fee disclosure regs. .. 401kWire.com - Friday, June 27, 2014
Paying Your Wholesalers Too Much? A recent kasina study shows that wholesaler comp has gone up, alot, while revenues have not. But do you dare shakeup your sales salary packages? Is this why active ETFs are becoming attractive?.. MutualFundWire.com - Friday, June 27, 2014
SSgA's Axsater Takes a Global Perspective on TDFs State Stree's Fredrik Axsater talks to 401kWire about trends he sees in the target-date market. .. 401kWire.com - Friday, June 27, 2014
Direxion's Jacobs Sets out to Solve for "X" Brian Jacobs comes up with a new marketing strategy and has hiring and product development plans for Direxion.. MutualFundWire.com - Friday, June 27, 2014
BlackRock: Fed Tapering Is "Healthy" A BlackRock presentation addressed Ben Bernanke's announcement last week and attempted to put investor panic to rest... MutualFundWire.com - Thursday, June 27, 2013
Some of Q2's Worst ETFs Were Silver and Gold Some of the second quarter's worst ETFs were silver and gold ETFs, which some experts say signal the long-term decline of these ETFs... MutualFundWire.com - Thursday, June 27, 2013
Rekenthaler: 12b-1s Are a "Turkey" Ready for Slaughter John Rekenthaler says the 12-b 1 fee has done enough damage and needs to be abolished... MutualFundWire.com - Thursday, June 27, 2013
Mansueto: The Fund Night Sky Dims USA Today interviewed Joe Mansueto, CEO of Morningstar, about entrepreneurship these days, the mutual fund industry and investors he admires. .. MutualFundWire.com - Thursday, June 27, 2013
Bond Kings Endure More June Losses Pimco may be the focus of recent bond fund losses, but most bond funds have suffered losses. Mutual funds and ETFs have also suffered from the Fed announcement. Meanwhile, Gundlach apologizes to investors... MutualFundWire.com - Thursday, June 27, 2013
Money Market Funds Avoid Mass Exodus, Rise By $8.7B Money maker fund assets rose to $8.7 billion this week... MutualFundWire.com - Thursday, June 27, 2013
Lord Abbett Picks Investment Management Vendor The fund firm will tap into a number of systems marketed by the software developer... MutualFundWire.com - Thursday, June 27, 2013
One Muni Bond ETF Rallied After Muni Market Stablizes After municipal bond ETF prices plunged, the market has stabilized and one ETF rallied... MutualFundWire.com - Thursday, June 27, 2013
Fund Servicer Unveils Distribution Business Firm with over 200 asset manager clients, as well as its own line of funds, is now offering marketing and distribution services... MutualFundWire.com - Thursday, June 27, 2013
A BNY Mellon Fund Reopens Effective at the start of business on July 1, 2013, the BNY Mellon [profile] Municipal Opportunities Fund will reopen to new and existing investors. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
A Bennett Fund Closes On June 26, 2013, the board of trustees of the Bennett Group unanimously voted and approved a proposal to liquidate and dissolve the Bennett New Economic Era Global Conservative Fund and the Bennett New Economic Era Global Growth Fund. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
Vantagepoint Loses a Board Member Michael R. Beasley has decided not to join the board of directors of The Vantagepoint Funds [profile]. Arthur R. Lynch will continue serving as a member of the board.[SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
BNY Mellon Hosts an NYC Luncheon BNY Mellon's NYC luncheon hammered home the point that DC plans need to change, but failed to offer much else. .. 401kWire.com - Thursday, June 27, 2013
Forward Funds Amend Purchase Restrictions Effective immediately, the purchase restrictions that previously closed Forward Funds [profile] Investor Class and Institutional Class, Class A, Class B and Class C shares of the Forward Select Income Fund to new investors have been removed. The purchase restrictions remain unchanged for Advisor Class shares of the fund. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
New Sub-Advisor for a Hatteras Fund Effective on or about June 26, 2013, Chartwell Investment Partners will cease managing any portion of the Hatteras [profile] Long/Short Equity Fund portfolio. As of June 15, 2013, Phineus Partners, no longer serves as a sub-advisor to the Long/Short Equity Underlying Fund. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
A Pear Tree Fund Updates Principal Investment Strategies The Pear Tree [profile] PanAgora Dynamic Emerging Markets Fund has amended its principal investment strategies. The fund will invest in shares of Pear Tree PanAgora Risk Parity Emerging Markets Fund to gain exposure to certain emerging market securities. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
AllianceBernstein Funds Amend Investment Policies The board of directors of AllianceBernstein [profile] Cap Fund approved proposals to change the AllianceBernstein Market Neutral Strategy and the AllianceBernstein Market Neutral Strategy investment policies and strategies to permit each fund to significantly increase its aggregate investment exposure as a proportion of its net assets and to achieve its long and short exposure primarily or exclusively through the use of derivative instruments. These changes are expected to be effective on or about August 1, 2013. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
AllianceBernstein's Advisors Reduces Expense Limitation The AllianceBernstein [profile] Core Opportunities Fund's advisor has reduced the expense limitation on the fund�s shares by 15 bases points. [SEC Filing]... MutualFundWire.com - Thursday, June 27, 2013
PM retires from John Hancock John F. Iles from John Hancock [profile] is retiring as PM for the High Income Fund, Strategic Income Opportunities Fund, California Tax-Free Income Fund, Massachusetts Tax-Free Income Fund, New York Tax-Free Income Fund, High Yield Municipal Bond Fund, Tax-Free Bond Fund, High Yield Fund, and the John Hancock Investors Trust effective July 1, 2013. Iles will remain with the firm, assisting with the transition, until July 31, 2013. [SEC Filing:High Income] [SEC Filing:Strategic Income] [SEC Filing:California] [SEC Filing:Massachusetts and New York] [SEC Filing:High YieldMunicipal and Tax-Free] [SEC Filing:High Yield] [SEC Filing:Investors Trust]... MutualFundWire.com - Thursday, June 27, 2013
Private and Public Asset Managers Outrun the Shops With Big Parents Casey Quirk and McLagan release new data on the worldwide asset management biz... MutualFundWire.com - Thursday, June 27, 2013
TIAA Lands a $71.5MM City Plan The 403b giant wins a local government 457b plan in the Northwest... 401kWire.com - Thursday, June 27, 2013 - Reader Rating: 4
LPL Touts Three Retirement Partnerships Chetney has teamed up with Financial Finesse, Morningstar and WMSI... 401kWire.com - Thursday, June 27, 2013 - Reader Rating: 2
Participants Increase Their Focus But people still aren't saving enough... 401kWire.com - Thursday, June 27, 2013
Hobson Closes a Most Romantic Deal Ariel Investment's president Mellody Hobson married longtime beau George Lucas over the weekend. Yes, THAT George Lucas. .. MutualFundWire.com - Thursday, June 27, 2013
Crestview May Sell Munder PE firm and management originally bought out Munder for $302 million in 2006. They are looking for a somewhat handsome price, according to Reuters.. MutualFundWire.com - Thursday, June 27, 2013
Gross To Bond Fund Investors: Don't Panic Bill Gross is telling investors not to panic. Meanwhile bond fund investors and equity investors are panicking. .. MutualFundWire.com - Thursday, June 27, 2013
Judge Keeps One Plan Sponsor Out of Another's 401k Fee Suit Meanwhile, the same judge affirms a plaintiff request and tosses out two requests from the defense... 401kWire.com - Wednesday, June 27, 2012
PlanAdviser Has a New Chief Jim Casella hires a financial trade publishing veteran to lead the trade pub after filling the top post at its sister pub, too... 401kWire.com - Wednesday, June 27, 2012
Henkel Announces a New Partnership Achaean integrates its retirement advice software into Envestnet's wealth management platform.. 401kWire.com - Wednesday, June 27, 2012
American Independence Takes a Unique Path to Find New PMs The team from Idaho-based Yellowstone Partners will manage the large-cap, value mutual fund.. MutualFundWire.com - Wednesday, June 27, 2012
A MassMutual Second VP Dies Unexpectedly Bob Cunningham had been with MassMutual for nearly three decades... 401kWire.com - Wednesday, June 27, 2012 - Reader Rating: 5
Pru Execs Discuss the World Economy Over Lunch -- Plus Ice Cream Prudential Midyear Global Markets and Economic Outlook conference in New York draws reporters.. MutualFundWire.com - Wednesday, June 27, 2012 - Reader Rating: 4
Cunningham Aims Manning & Napier at 401ks The mutual fund firm will be taking a different tack to make headway in the DC I-O space. .. MutualFundWire.com - Wednesday, June 27, 2012
Janus Makes it a Half Dozen with Intech Plans to launch all-equity low-volatility fund in early September.. MutualFundWire.com - Wednesday, June 27, 2012
A $382MM ING Client Signs With Schwab A Midwestern law firm switches recordkeepers... 401kWire.com - Wednesday, June 27, 2012 - Reader Rating: 1
Herrmann Brings a HighMark Alum to Aquila The new hire fills a northeast regional sales manager role... MutualFundWire.com - Wednesday, June 27, 2012
SEC Staff's Money Fund Draft Weighs in at 337 Pages The SEC draft proposal may meet stiff opposition from U.S. Chamber of Commerce and fund industry.. MutualFundWire.com - Wednesday, June 27, 2012
401k Participants Hate SMAs Vanguard releases new research on the behavior of participants... MutualFundWire.com - Wednesday, June 27, 2012
AdvisorShares Takes on Pimco Newfleet Multi-Sector Income ETF will be a broad-based fund similar to Pimco's MINT.. MutualFundWire.com - Wednesday, June 27, 2012
Fortune Says Investing in Mutual Funds Isn't That Bad Investors should be "indifferent" about mutual funds, according to a new study... MutualFundWire.com - Wednesday, June 27, 2012
M*'s Fab 5 Includes Pimco, Maxis and iShares Two of Bill Gross's funds are among those that make the cut... MutualFundWire.com - Wednesday, June 27, 2012
Russell Celebrates its Diamond Anniversary at the Ballpark As part of the company's 75th anniverary celebration, Russell took employees and their families to the Mariners-Phillies game on June 18... MutualFundWire.com - Monday, June 27, 2011
Another Retirement Plan Advisor Joins a Delaware RIA Thom Shumosic expands his team yet again, adding a twelfth advisor... 401kWire.com - Monday, June 27, 2011 - Reader Rating: 3
A $1.9B Plan Lifts a Restriction Now its participants can concentrate their accounts... 401kWire.com - Monday, June 27, 2011
Could the Mutual Fund Store Sell for $350M? Updated \| A trade pub claims that the prominent, 73-branch RIA is on the block... MutualFundWire.com - Monday, June 27, 2011
Brinker Offers ETFs to Plan Sponsors The fund firm is looking to forge its place in the DC space with a set of new offerings... 401kWire.com - Monday, June 27, 2011
A Niche Fund Firm Swaps Its Leaders The moves tie the mutual fund firm to another company in the business... MutualFundWire.com - Monday, June 27, 2011 - Reader Rating: 5
Participants Wrestle with Retirement Income Projections Americans are dangerously underestimating how much money they will need in retirement, according to the survey... 401kWire.com - Monday, June 27, 2011 - Reader Rating: 3
Bridgeway Moves to Greenway The Houston-based mutual fund firm has a new home... MutualFundWire.com - Monday, June 27, 2011
Great West's New Hire Heads Up a New Program Great-West Life taps a Fidelity alum for the job... 401kWire.com - Monday, June 27, 2011 - Reader Rating: 3
An ETF Player Lands Private Equity Money Updated \| The investment comes as the firm marks its first year in the exchange-traded business... MutualFundWire.com - Monday, June 27, 2011 - Reader Rating: 5
Jaffe Takes a Swing at Davis The columnist worries about a two-star fund that faces paper losses thanks to a Chinese investment... MutualFundWire.com - Monday, June 27, 2011
Groupon Recruits a Mutual Fund Executive to its Board The newest board member at the popular online coupon company is a mutual fund executive... MutualFundWire.com - Monday, June 27, 2011
Eaton Vance and Franklin Have Good News For Stock Funds A columnist ponders equity mutual fund flows turning around... MutualFundWire.com - Monday, June 27, 2011
Dodge & Cox Adds Officers And beefs up its Board of Directors... MutualFundWire.com - Monday, June 27, 2011 - Reader Rating: 5
Janus CEO was the Highest Paid Exec in Colorado in 2010 With total compensation of $20.3 million, Dick Weil was the highest paid executive in the state last year... MutualFundWire.com - Monday, June 27, 2011 - Reader Rating: 5
Company Stock Draws American Express Into Class Action Firm's Sight A Georgia law firm looks into filing a stock drop suit against the credit card company... 401kWire.com - Friday, June 27, 2008 - Reader Rating: 5
EBRI: Is Automatic Enrollment Enough? The D.C. think tank unveils new research that looks at the impact of auto plan provisions on the retirement savings of workers... 401kWire.com - Friday, June 27, 2008
Aon Names 11 New Retirement AVPs In its latest round of promotions, the consulting firm moves nearly a dozen retirement specialists up the ladder... 401kWire.com - Friday, June 27, 2008 - Reader Rating: 1
Advisor Count Falls, Wholesaler Ranks Grow Findings from a Cerulli study suggest wholesaler retention and recruitment could prove more difficult in the future... MutualFundWire.com - Friday, June 27, 2008 - Reader Rating: 5
NFP Securities Taps a New President National Financial Partners has appointed a replacement for Dan Young... MutualFundWire.com - Friday, June 27, 2008
Fred Alger Rebrands its Spectra Line The New York fund firm is consolidating all its open-end funds under one brand... MutualFundWire.com - Friday, June 27, 2008
Elaine Chao Wants YOU ... on the EAC It is time for the DoL to hunt for five new members for the ERISA Advisory Council... 401kWire.com - Friday, June 27, 2008
A CitiStreet Alum Climbs the Wachovia Chain of Command A veteran exec from the DC industry leaves a financial leadership opening above the retirement unit of the banking giant... 401kWire.com - Friday, June 27, 2008 - Reader Rating: 4.5
Janus Readies a Retirement Strategy Janus chief Gary Black hints at what the Denver fund firm has in the works... 401kWire.com - Friday, June 27, 2008
Texas Instruments is Switching Recordkeepers Come 2009, the Dallas-based mega plan sponsor will have a new recordkeeper... 401kWire.com - Friday, June 27, 2008
McKinsey Sees a $7-Trillion DC Opp for Asset Managers The consulting firm says strong net flows into 401ks coupled with asset churn will result in huge opportunities for asset managers... MutualFundWire.com - Friday, June 27, 2008
GAMCO Anoints a Co-Manager for its Money Market Fund The Mario Gabelli-run fund firm has tapped a co-manager for the $1.1 billion fund... MutualFundWire.com - Friday, June 27, 2008
Janus Saga Gets a Feature The highs and lows of the Denver fund firm get the star treatment from Bloomberg... MutualFundWire.com - Friday, June 27, 2008
BlackRock Sale Could Bring Merrill Cash Now that BlackRock's fund group is all-Dolled up, will it have a new place to go? There is some chance, if the credit crisis continues, the Merrill Lynch will sell some or all of its 49 percent stake in Black Rock... MutualFundWire.com - Friday, June 27, 2008
WSJ Fund Track Points to a New Direxion The Massachusetts-based rival to Rydex and ProShares wins ink from the Wall Street Journal for its new commodities fund... MutualFundWire.com - Friday, June 27, 2008
Calamos Intros New Bond Fund Calamos Investments has launched the Calamos Total Return Bond Fund... MutualFundWire.com - Wednesday, June 27, 2007
Forecaster Sees Fewer Plans In Play, But More Assets Up for Grabs Spark sees a total of 35,200 plans representing $193.9 billion of assets changing hands by yearend... 401kWire.com - Wednesday, June 27, 2007
Watson Wyatt Pollsters Push for Global Retirement A new survey shows multinationals wrangling with policy issues. What's next? A DC plan for the world?.. 401kWire.com - Wednesday, June 27, 2007
Globe Wonders If Fundamental Indexing is a Fundamental Yawn Fundamental indexing, is the newest development in the world of passive investing, but does it pay off versus other forms of indexing in the long run?.. MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 3.67
Touchstone Hires Two Touchstone Investments adds a Fidelity vet and an ex-consultant to its roster... MutualFundWire.com - Wednesday, June 27, 2007
Pozen To Chair New SEC Advisory Committee MFS Investment Management's chairman will chair a new SEC advisory committee... MutualFundWire.com - Wednesday, June 27, 2007
Wells Fargo Names New CEO Wells Fargo has tapped John G. Stumpf as its new CEO... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 3
Wells Fargo Names New CEO Wells Fargo has tapped John G. Stumpf as its new CEO... MutualFundWire.com - Wednesday, June 27, 2007
Hedge Fund Busted by the SEC for Late Trading The SEC has filed charges against a fund manager and its owner for allegedly engaging late trading between May 2000 and September 2003... MutualFundWire.com - Wednesday, June 27, 2007
Claymore Launches Two ETFs The Claymore/Clear Global Exchanges, Brokers & Asset Managers Index ETF and the Claymore/Clear Global Vaccine Index ETF by Claymore Securities have begun trading on the AMEX today... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 3
What Color Is Your Firm's Parachute For Participant Education? A retirement planning specialist talks about his new book and describes how he thinks the retirement planning industry needs to change. .. 401kWire.com - Wednesday, June 27, 2007
Woodbury Appoints New President The Minnesota-based independent broker-dealer has tapped one of its own to fill the role... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 3
ReFlow Adds Fund Giant to Client List ReFlow has snagged a prestigious new mutual fund client for its liquidity service... MutualFundWire.com - Wednesday, June 27, 2007
NASD Slaps 250K Fine on Wells Fargo The NASD has fined Wells Fargo Securities $250,000 for failing to dislose that a lead analyst on three research reports had applied for -- and later accepted -- a job at the company that was the subject of the reports... MutualFundWire.com - Wednesday, June 27, 2007
AXA Advisors Names New Chairman AXA Advisors has named a successor to Robert Jones, who will retire from the firm at the end of the month... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 1
SEC Honcho Sails Through Oversight Hearing Christopher Cox survives the opening salvo from House Republicans. The SEC head seems to have it all under control... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 2
Get a Side Order of Fries with Your Mutual Fund Monetta Young Investor Fund has declared July McDonald's Happy Meal Month, in honor of its mini investors... MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 5
Vanguard Preps Three More Active ETFs The Valley Forge, Pennsylvania-based fund giant is planning to roll out three more actively managed ETFs. .. MutualFundWire.com - Wednesday, June 27, 2007 - Reader Rating: 3
Guide to Spark National Conference Coverage Find links to all of the 401kWire's coverage of the Spark National Conference held Monday and Tuesday in Washington DC... 401kWire.com - Wednesday, June 27, 2007
ICON Adds Two to Sales Team David Matteo and John Letheby have joined ICON Advisors as regional vice presidents in its sales division... MutualFundWire.com - Wednesday, June 27, 2007
Bay Area Provider Gets 2 More RIAs on the Road to DC An outsourced recordkeeper adds a pair of partnerships for its program. .. 401kWire.com - Wednesday, June 27, 2007
Janus Leaves the Past Behind With market losses, redemptions and a market-timing scandal behind it, Janus has begun the long trip back up the mountain... MutualFundWire.com - Wednesday, June 27, 2007
Wells Fargo Launches Dow Tracking Target Date Funds The funds follow the Dow Jones Target Date Indexes... 401kWire.com - Tuesday, June 27, 2006
Survey Highlights Continued Shift From DB To DC Another survey portrays the moribund state of the pension industry... 401kWire.com - Tuesday, June 27, 2006
Nationwide Unveils Roth Calculator The Columbus, Ohio-based provider has added to its array of Roth 401(k) educational resources... 401kWire.com - Tuesday, June 27, 2006 - Reader Rating: 3
Initial Roth Numbers 'Encouraging,' Says Hewitt The Illinois-based consulting firm said the average participant adoption rate hit 8 percent in the January-March period... 401kWire.com - Tuesday, June 27, 2006 - Reader Rating: 5
Great Plains TPA Adds MFs to Platform The company also provides recordkeeping services... 401kWire.com - Tuesday, June 27, 2006 - Reader Rating: 5
Ex-Chartwell Managers Launch New Firm What do you do if you're a portfolio manager who's left his company? Why, start your own fund company of course... MutualFundWire.com - Tuesday, June 27, 2006
Massachusetts Firms Launch Wireless Program The two companies will partner to help customers with Blackberries manage their financial products... MutualFundWire.com - Tuesday, June 27, 2006
RIIA Rolls Out Education Program The trade group has launched a program that seeks to better equip financial advisors in the retirement income era... 401kWire.com - Tuesday, June 27, 2006
Treadway Case: The Halftime Report Lawyers for the Securities and Exchange Commission concluded their direct case against former PIMCO Advisors Distributors chief executive Stephen Treadway on Monday, and the defense called to the stand its sole witness: Treadway himself. With the SEC's case made, it's far from clear that the government will get what it wants from this trip to court... MutualFundWire.com - Tuesday, June 27, 2006
Principal Lassos West Coast Sales Execs The insurer has hired sales veeps from Prudential and MetLife at two of its West Coast offices... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 2
Lilly Loosens Co. Stock Holding Requirement The plan sponsor has significantly cut the time that participants must hold its stock... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 3
Bisys to Provide Online ERISA Conferences The vendor will provide the conferences to plan sponsors and intermediaries... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 3
Oppenheimer Offers Free Planning Tool to Advisors Advisors can use the tool to calculate the probability of meeting retirement income needs... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 2
County Rehires Bundled Provider A bundled contract stays with its incumbent provider for at least another five years... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 3
Credit Card Co Charged in ERISA Suit An investment manager in the plan is also named as a defendant... 401kWire.com - Monday, June 27, 2005 - Reader Rating: 4
Prosecutors Target Class Action Lawyers Milberg Weiss, a law firm that has not only brought countless class action suits against fund firms and asset managers, but against companies in various industries, is under investigation by federal prosecutors ..... MutualFundWire.com - Monday, June 27, 2005
Trading Firm's Asset Management Unit May Face SEC Action Knight Capital said its asset management unit Deephaven Capital Management may face civil action from the SEC related to PIPE investments, or private investments in public equities ..... MutualFundWire.com - Monday, June 27, 2005
What Will the SEC Come up With? SEC staff are making haste to come up with options for regulators in a meeting set for this Wednesday ..... MutualFundWire.com - Monday, June 27, 2005
Will Other Brokerages Sell off Assets? The Citigroup-Legg Mason asset swap may just be the start of deal-mania ..... MutualFundWire.com - Monday, June 27, 2005
Bisys Targets SMAs The back-office specialist is on track to launch its new managed account product later this Summer... MutualFundWire.com - Friday, June 27, 2003
Thrivenet Financial CIO to Retire Jim Abitz will retire at year-end. His successor is yet to be named... MutualFundWire.com - Friday, June 27, 2003
SunGard Chief to Depart One of the movers behind the Omni platform will be leaving SunGard... 401kWire.com - Friday, June 27, 2003 - Reader Rating: 2
Investments, Programs Pay off for Pru Retirement The provider picks up new corporate and public-sector clients with its enhanced technology and key retirement program features... 401kWire.com - Friday, June 27, 2003 - Reader Rating: 3
Enron Prods Higher Fiduciary Standards A positive outcome of recent corporate scandals is better governance at many sponsors, but fiduciary liability rates have also jumped. Still, the problems on the DC side pale in comparison to those of DB plans�.. 401kWire.com - Friday, June 27, 2003 - Reader Rating: 4
PMP Offers Wholesaling System to B/Ds A new division of Precision Marketing Partners will offer wholesaling help to broker-dealers... MutualFundWire.com - Friday, June 27, 2003
Offshore Fund Taps GIS Butterfield Fund Managers has signed on to use MFACT And MSHARE platforms... MutualFundWire.com - Friday, June 27, 2003
Fund Servicer Adds Wholesaling Help Commonwealth has paired up with a wholesaler to help get the word out about its 13 fund clients... MutualFundWire.com - Friday, June 27, 2003 - Reader Rating: 4.33
Insurers Angle for 401k Rollovers Eight insurers have joined a new exchange to offer immediate annuities to 401k participants who are cashing out... 401kWire.com - Thursday, June 27, 2002
WorldCom 401k Hit While participants were not forced to buy WCOM, they may have taken a half-billion dollar hit in WorldCon imbroglio... 401kWire.com - Thursday, June 27, 2002
Hewitt Rings Bell ... ... Both literally and figuratively as Wall Street welcomes the consultant with open arms... 401kWire.com - Thursday, June 27, 2002
Amex Continues to Build Roster The Minnesota giant has a new large cap value fund for its advisors to sell... MutualFundWire.com - Thursday, June 27, 2002
Canadian Manager Wins West Coast Mandate The firm succeeds Capital Guardian Trust... MutualFundWire.com - Thursday, June 27, 2002
Armada on Course The Ohio mutual fund company continues to add to wholesale its team... MutualFundWire.com - Thursday, June 27, 2002
CDC Nvest Picks New Sub-Advisor The Star Advisers Fund has another twinkle in its constellation... MutualFundWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
401k Shuffle at Ameritrade? With a reorg across the board, the changes haven't stopped yet, said ceo... 401kWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Bisys Appoints H&Q and Union Bancaire ... Bisys's board ... Invesco in Taiwan... MutualFundWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Bisys Appoints H&Q and Union Bancaire ... Bisys's board ... Invesco in Taiwan... 401kWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Invesco Tests the Waters It may not be diving in, but the firm is sticking its foot into the shallow of Japan's new retirement plan structure... 401kWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Reorg at Ameritrade Omaha firm creates new executive positions after absorbing its subsidiaries... MutualFundWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Plan Taps Cigna A 401k plan has tapped the provider for services... 401kWire.com - Wednesday, June 27, 2001 - Reader Rating: 3
Scarborough Group Targets Sponsors The Annapolis-based advice provider has tapped a new business development head to go after plan sponsors... 401kWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
Liberty Rebrands So long Colonial, Newport, Crabbe Huson, Stein Roe and, eventually, Acorn. Liberty also plans tools for advisors... MutualFundWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
Small Bytes: New Funds American Express adds "C" shares and funds while Nationwide expands fund choices in annuities... MutualFundWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
Principal Advice Settled The Principal Financial Group has settled on an advice provider for its 401k clients. The winner is ... .. 401kWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
June 27, 2000 Fixing Social Security ... More on W&R... 401kWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
June 27, 2000 Fixing Social Security ... More on W&R... MutualFundWire.com - Tuesday, June 27, 2000 - Reader Rating: 3
Where Sponsors Fear To Tread The discussion at the Morningstar Retirement Conference turns to brokerage, and the liability issues that surround it... 401kWire.com - Tuesday, June 27, 2000 - Reader Rating: 3

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