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News Stories Archives - Since 1998
A B-D Retakes the Lead The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 17, 2019
Two Financial Wellness Players Partner Up They are creating a new financial wellness solution... 401kWire.com - Friday, May 17, 2019 - Reader Rating: 3
Rouse and Barstein Team Up The Spark Institute is partnering with an industry training and designation specialist... 401kWire.com - Friday, May 17, 2019 - Reader Rating: 5
Two RKers Win Praise As Tech Innovators Several asset managers were also among the 100 organizations recognized for their achievements in technology innovation... 401kWire.com - Friday, May 17, 2019 - Reader Rating: 5
The Fundster 401k Roundup, May 3-17 Check out the latest news from the defined contribution side of the business... MutualFundWire.com - Friday, May 17, 2019
To Win More Referrals, First Know What You Want A veteran defined contribution online marketing entrepreneur offers a three-step process to KPAs and other insiders looking to build their pipelines... 401kWire.com - Thursday, May 17, 2018
The Nifty Fifty's Board Gathers In Alaska The governing members of a group of female DC industry leaders are meeting with a new mission: helping participants roll money from their old employer's plan to their new employer's plan... 401kWire.com - Thursday, May 17, 2018 - Reader Rating: 4.75
Nationwide Wins a $115.8MM Muni Plan The insurance giant has gained another municipal contract, this time in Arizona... 401kWire.com - Thursday, May 17, 2018 - Reader Rating: 5
Who Might Buy Newport Group? DC industry insiders are abuzz about the rumored nine-figure deal... 401kWire.com - Thursday, May 17, 2018 - Reader Rating: 4
A Crypto Hedge Fundster Teams Up to Enter the ETF Biz Earlier this week the allies rolled out an active equity ETF that invests in company that profit from the rise of blockchain and cryptocurrencies... MutualFundWire.com - Thursday, May 17, 2018
A Pennsylvania RIA Adds Financial Wellness More than 180 retirement plans advised by this KPA shop can look forward to a new financial wellness tool... 401kWire.com - Thursday, May 17, 2018
Far Fewer Participants Go For Broke, Allocation-Wise Updated \| New data from a giant RKer show that the percentage of participants that have gone completely into equities, or completely out of them, has dwindled dramatically over the last decade... 401kWire.com - Thursday, May 17, 2018
Should Stromberg Do a $5B Deal? Some T. Rowe-watching analysts argue that it's time for the Baltimore fund firm to make an acquisition... MutualFundWire.com - Thursday, May 17, 2018
Are TDFs Due for an Evolution? Despite widespread adoption of target date funds in 401(k) plans, the investment option is still misunderstood by many plan participants. What does the future hold for TDFs?.. 401kWire.com - Thursday, May 17, 2018 - Reader Rating: 5
A Florida TPA Now Has Streamlined Statements for Participants Better serving your customers is like having all of your favorite food at your disposal, it just feels right!.. 401kWire.com - Wednesday, May 17, 2017
Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard M* releases its latest monthly fund flows report... MutualFundWire.com - Wednesday, May 17, 2017
A Top OneAmerica Sales Exec Departs The firm has eliminated a position on its retirement sales team. .. 401kWire.com - Wednesday, May 17, 2017 - Reader Rating: 3.83
BoA Merrill Hires a Communications Chief An executive who formerly worked at Recordkeeper Voya Financial has joined BoA Merrill Lynch..... 401kWire.com - Wednesday, May 17, 2017 - Reader Rating: 4.33
The New Fund Fuss - May 17, 2017 The latest news on funds!.. MutualFundWire.com - Wednesday, May 17, 2017
Rob Lovelace Speaks ... About the Markets The FT interviews the Capital Group PM, who is the grandson of the mutual fund titan's founder... MutualFundWire.com - Wednesday, May 17, 2017
Fido Broadens Its Workplace Managed Account Offering The PAS-W is now available to more advisors and recordkeepers in the space. .. 401kWire.com - Wednesday, May 17, 2017 - Reader Rating: 1
Kentucky Public Plans Switch Consultants Callan was selected from a short list that included the incumbent. .. 401kWire.com - Tuesday, May 17, 2016 - Reader Rating: 3
This Four-Firm Family's CEO Still Hunts This fundster is still looking for book-of-business, adoption, and whole unit deals. Yet he's not looking to bring in a fifth shop as a separate company... MutualFundWire.com - Tuesday, May 17, 2016
Kleinschmidt Talks SARPs As a key player in the Maryland SARP, Gary Kleinschmidt explains how this bill was passed. .. 401kWire.com - Tuesday, May 17, 2016 - Reader Rating: 5
A $332MM Plan Makes an Equity Fund Switch The firm whose fund was replaced continues to serve as the plan's recordkeeper... 401kWire.com - Tuesday, May 17, 2016 - Reader Rating: 4
Donahue Finds Federated's New Sales Chief Within A 33-year company veteran is retiring, and a 26-year company veteran is rising to take his place... MutualFundWire.com - Tuesday, May 17, 2016
ICI GMM 2016 Is About to Begin It's May, and that means fundsters are once again converging on Washington, D.C... MutualFundWire.com - Tuesday, May 17, 2016
The 401k Industry Needs a Retirement Reset Button J.P. Morgan Asset Management dishes on what they believe is a critical problem for the U.S. retirement system... 401kWire.com - Tuesday, May 17, 2016 - Reader Rating: 2
A GRP KPA Shop Hires an LPL Exec in the OC An NRP alumnus joins a Northern California shop to cover Southern California... 401kWire.com - Tuesday, May 17, 2016 - Reader Rating: 5
Royce Isn't Out: Barron's Ponders What's Next Though the 76-year-old mutual fund PM just picked his successor as CEO, he isn't retiring just yet... MutualFundWire.com - Tuesday, May 17, 2016
Schwab's Participant Count is Growing The RKer is seeing its numbers move up... 401kWire.com - Friday, May 17, 2013
Stork and Reaper for the Week of May 17, 2013 Read up on the latest mutual fund industry product news!.. MutualFundWire.com - Friday, May 17, 2013
A $125B Asset Manager Anoints a Director of National Accounts New hire had previously worked at Nationwide as well as Citicorp... MutualFundWire.com - Friday, May 17, 2013
Hartstein's Next Performance Will Be in Los Angeles Retired John Hancock Funds CEO re-emerges on managers board of L.A. asset firm... MutualFundWire.com - Friday, May 17, 2013
A Chitown RKer Hires a Vegas Taft-Hartley Exec BMO has a new exec in Sin City... 401kWire.com - Friday, May 17, 2013
An ING Alum Takes Over Key Accounts For an RKer A Midwestern shop hires an industry biz dev veteran... 401kWire.com - Friday, May 17, 2013 - Reader Rating: 1
Is Bogle Jr. Proving Bogle Sr. Wrong? Barron's notices that the son of the father of indexing is, well, beating the index... MutualFundWire.com - Friday, May 17, 2013
Sterling Capital Funds' Trustee is Number One Fund Director Intelligence recognizes a small firm's director... MutualFundWire.com - Friday, May 17, 2013
BlackRock and Legg Dabble in Not-Quite-Money Funds As money market fundsters continue to brace for possible new regs, two of the biggest players work on offerings that look surprisingly like money funds... MutualFundWire.com - Friday, May 17, 2013
WSJ Shouts Out to Bank Loan ETFs With Biggest Flows Financial pub takes note of a few funds soaking up flows, including one at the No. 5 flow spot spot for 2013... MutualFundWire.com - Friday, May 17, 2013
Reuters Profiles Gundlach The DoubleLine chief gets some press... MutualFundWire.com - Friday, May 17, 2013
A MassMutual Alum Takes Over Marketing for a DC I-O Heather Smiley says goodbye to a marketing vice president... 401kWire.com - Thursday, May 17, 2012 - Reader Rating: 3
Advisors Seeking Alternatives Fund companies may want to include more alternatives in their advisor targeted products based on the results of a new survey... MutualFundWire.com - Thursday, May 17, 2012
Altegris Taps Three Subadvisors for Newest Fund The alternatives specialist signs on three subadvisors for its fourth mutual fund family member... MutualFundWire.com - Thursday, May 17, 2012
Survey: Many people plan to work past 65 Nearly half of those polled will rely primarily on 401(k) plan... 401kWire.com - Thursday, May 17, 2012 - Reader Rating: 3
PCS hires new COO The new hire is a veteran of ExpertPlan... 401kWire.com - Thursday, May 17, 2012
Philly DC I-O Player Navigates its Succession Like father, like son in the business world. Brendan Clark will takeover from his father Harry Clark... 401kWire.com - Thursday, May 17, 2012 - Reader Rating: 1
Navigator Equity Hedge Advisor Names a Successor The firm's founder expects his successor to maintain 40 percent CAGR for the RIA shop... MutualFundWire.com - Thursday, May 17, 2012
DoL Smites a Fallen 401k Consultant With a Lawsuit, Too Matthew Hutcheson faces both a civil suit from the DoL and 31 criminal charges from a federal prosecutor... MutualFundWire.com - Thursday, May 17, 2012
Wasatch, Weitz & Yacktman Win MStar Praise Despite Fees High fees are not holding back a trio of funds from some boutique shops. .. MutualFundWire.com - Thursday, May 17, 2012
Spajic: Credit Markets Have "Turned Upside Down" Pimco's European chief warns of trouble for Spain and Italy if Greece pulls out. .. MutualFundWire.com - Thursday, May 17, 2012
Mutual Funds are Dinosaurs, Says Edelman Few financial advisors have managed to sell their practice much less buy it back. Nor do most have a national following... MutualFundWire.com - Thursday, May 17, 2012 - Reader Rating: 3
McNabb Brings Vanguard ETFs to the Brits Vanguard's first five British ETFs will debut in London... MutualFundWire.com - Thursday, May 17, 2012
Biz Dev Hire is Right ERP Move The New York City-based TPA now has a 401(k) business development chief... 401kWire.com - Thursday, May 17, 2012
Senator Akaka Pushes for a Smarter TSP The move follows up on the Thrift Savings Plan Enhancement Act of 2009... 401kWire.com - Thursday, May 17, 2012 - Reader Rating: 3
It's a Big Day at Loomis Sayles Employees at the Boston-based firm are marking the 20th anniversary of the Loomis Sayles' original fund lineup... MutualFundWire.com - Tuesday, May 17, 2011
Kasina Names the Top Five Social Media Leaders Among Fund Firms Kasina evaluated the social media presence of a total of 45 asset managers... MutualFundWire.com - Tuesday, May 17, 2011 - Reader Rating: 5
Gallagher Hires a Prairie State Advisor The retirement side of the insurance brokerage now boasts a team of seven in its headquarters outside Chitown... 401kWire.com - Tuesday, May 17, 2011
Participants are Unsure of Their Rollover Options A new Fidelity survey says that participants are unsure of their retirement savings options... 401kWire.com - Tuesday, May 17, 2011
Matthews Creates a CFO Post The California-based mutual fund firm taps an Invesco veteran to fill the newly created role... MutualFundWire.com - Tuesday, May 17, 2011
T. Rowe and Fido Dominate an I-O Niche Updated \| BrightScope unveils data on some specialty mutual funds in the 401k space... 401kWire.com - Tuesday, May 17, 2011 - Reader Rating: 5
Participants Brace for a Shorter Retirement A new Transamerica study takes a morbid snapshot of participants' retirement readiness... 401kWire.com - Tuesday, May 17, 2011 - Reader Rating: 3
GuidedChoice Recruits a Sales Chief The SoCal-based managed account provider adds an industry veteran to its ranks... 401kWire.com - Tuesday, May 17, 2011 - Reader Rating: 2
A Top Fidelity Alum Returns to Retirement A veteran distribution executive leads a new I-O player into the business... 401kWire.com - Tuesday, May 17, 2011 - Reader Rating: 1.5
El-Erian: Should He Stay or Should He Go Now? Even as Pimco's CEO is calling for a go-slow approach to finding DSK's successor at the IMF, media reports point to El-Erian as a potential candidate for the top IMF job... MutualFundWire.com - Tuesday, May 17, 2011 - Reader Rating: 5
BofA's Crain Sees a Return of Paternalism The exec unveils numbers from the provider's latest quarterly report on its recordkeeping business... 401kWire.com - Tuesday, May 17, 2011 - Reader Rating: 1
Gross Shorts 'U.S. Government-Related Debt' But Not Treasuries The Pimco star claims his giant Total Return Fund only underweights Treasuries... MutualFundWire.com - Tuesday, May 17, 2011
Hatteras Offers Advisors Access to the Dark Side The Raleigh, North Carolina-based alternative shop offers a pair of hedge-like mutual funds... MutualFundWire.com - Tuesday, May 17, 2011
ING Uses 5500 to Grow Advisors' Businesses The company has added a new tool to its GROW Program, targeted to advisors, consultants and TPAs... 401kWire.com - Monday, May 17, 2010 - Reader Rating: 1
DST Works on Sprucing Up its Web Sites With the help of a New Hampshire firm, DST Retirement Solutions is redesigning its plan sponsor and participant Web sites... 401kWire.com - Monday, May 17, 2010 - Reader Rating: 1.5
Principal Real Estate Option Thaws a Bit More The bundled provider does not have a schedule for unfreezing the rest of the fund... 401kWire.com - Monday, May 17, 2010 - Reader Rating: 4
U.S. Bancorp Fund Services Keeps its Eye Out for Buys Joe Redwine continues to scout for acquisition opportunities... MutualFundWire.com - Monday, May 17, 2010 - Reader Rating: 5
Grail WAMs the Active ETF Market The actively-manager ETF company has picked a bond house to sub-advise its latest fund... MutualFundWire.com - Monday, May 17, 2010
Hancock Funds Taps Two Columbia DC-IO Alums The insurer makes a pair of hires for its mutual fund sales team... 401kWire.com - Monday, May 17, 2010
Bon Appétit: Conde Nast Details An Alluring Increase The magazine publisher's workers get lucky with a match designed for easy living. Will increasing matches be in vogue?.. 401kWire.com - Monday, May 17, 2010
Dreyfus Grows Its Extensive Fund Family The BNY Mellon company launches a specialty blend mutual fund... MutualFundWire.com - Monday, May 17, 2010
A TPA Acquirer Explores 'Strategic Alternatives' The firm hires an advisor to look into refinancing its debt, raising capital or selling... 401kWire.com - Monday, May 17, 2010 - Reader Rating: 2
Janus' Board Said "No" To Two Deals Two suitors failed to win the heart of the Denver fund firm's board last year reports a local paper... MutualFundWire.com - Monday, May 17, 2010
No Longer Starry Eyed, a Fund Shop Will Close Rigel Capital is locking its doors and liquidating its sole fund... MutualFundWire.com - Monday, May 17, 2010
Morningstar Furthers its Global Expansion The company has made another purchase, this time going after the French asset management market... MutualFundWire.com - Monday, May 17, 2010
Gundlach Thinks Big Despite Being Small The former-TCW bond manager tells the WSJ that he is still on a big stage, just with fewer assets... MutualFundWire.com - Monday, May 17, 2010
A Plan Sponsor Argues That Its Fees Are Reasonable One large plan sponsor is taking a stand against Schlichter Bogard's claims that it allowed its participants to pay excessive fees... 401kWire.com - Thursday, May 17, 2007 - Reader Rating: 2
Davis Helps OppFunds Reach Out to Advisors OppenheimerFunds' John Davis is using the web to get advisors talking about retirement income... MutualFundWire.com - Thursday, May 17, 2007
Hennessy Funds Find Success in Putting Clients First Neil Hennessy, president and portfolio manager of Hennessy funds, takes a client centered approach to the mutual fund business... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 5
OppCo Exec Settles with SEC A former OppCo executive and three others have settled a civil suit with the SEC over a 10-year scheme to circumvent regulations and profit from banks' conversion from mutual to stock ownership... MutualFundWire.com - Thursday, May 17, 2007
SIFMA Admits Former Co-Chief Made Improper Loans SIFMA has confirmed that former co-chief executive Micah S. Green resigned because of allegations that he approved improper loans to employees... MutualFundWire.com - Thursday, May 17, 2007
Schapiro To Senate: Consolidated SRO is Best Mary Schapiro, chairman and CEO, of the NASD, gave testimony today before the Committee on Banking, Housing and Urban Affairs United States Senate... MutualFundWire.com - Thursday, May 17, 2007
Judge Junks Invesco Suit Vs DeAM A New York judge has dismissed the suit against DeAM in the stable value drama... 401kWire.com - Thursday, May 17, 2007
Outsourced Recordkeeper Ups Its Wholesaler Count The firm now has ten external wholesalers... 401kWire.com - Thursday, May 17, 2007 - Reader Rating: 2.5
Bear Stearns Acquires Minority Stake in Bear Wagner Bear Stearns has acquired the minority stake in Bear Wagner Specialists that was held by Hunter Partners LLC... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
Fee-Only Advisors Sign on the Dotted Fiduciary Advisor Line The NAPFA partners with two groups dedicated to fiduciary standards. .. 401kWire.com - Thursday, May 17, 2007
Bad Broker Ordered to Pay $31 Million in Restitution The SEC has made its final judgment in a civil case against Bradford C. Bleidt and his investment advisory firm Allocation Plus Asset Management Co., Inc... MutualFundWire.com - Thursday, May 17, 2007
Putnam Provides Plan Perm A salon company switches to the Boston provider for its $26-million plan. .. 401kWire.com - Thursday, May 17, 2007
FundQuest Joins Pershing Platform FundQuest has become the first turnkey managed account provider to join Pershing�s Managed Account Network... MutualFundWire.com - Thursday, May 17, 2007
Corkins Makeover of the Janus Fund Brings Good Returns David Corkins has turned around Janus' namesake fund, beating the returns of many of its top competitors... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
Advisors Asset Management Hires SVP Advisors Asset Management, a division of Fixed Income Securities, has tapped Eugene E. Peroni, Jr. as senior vice president... MutualFundWire.com - Thursday, May 17, 2007
Broadridge Launches New Software Application Broadridge Financial Solutions has taken the wraps off a business process management offering. .. MutualFundWire.com - Thursday, May 17, 2007
Wachovia Hires J.P. Morgan Vet Wachovia Securities has hired Matthew McGrath as managing director in the strategic advisory group at the firm's investment banking division... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 2
Group Comes Out in Support of SEC Non-Action The Zero Alpha Group has come out in support of the decision by the SEC not to appeal a federal court ruling overturning the commission's "broker-dealer rule.".. MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
How Pimco's Thompson Courted Greenspan How did Allianz's Pimco win the sweepstakes to land ex-Fed Chairman Alan Greenspan? Well, a handwritten note certainly helped. Yes, Bill Thompson's grandmother would be proud... MutualFundWire.com - Thursday, May 17, 2007
BDs Clamor to Deal with the Fallout from BD Rule Case The SEC's decision not to pursue the BD rule case any longer will have implications for about a million investors... MutualFundWire.com - Thursday, May 17, 2007
State Street And Mellon Set for Custodial Asset Showdown There is a showdown brewing between State Street and Mellon Financial, with both sides shoring up their positions with mergers... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
Fidelity Says PetroChina Divestiture Not Prompted by Protests Fidelity is denying that it divested from PetroChina in response to pressure from activist groups... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
SEC Creates Fair Funds Distributor In a Congressional hearing, the regulatory agency's chairman announces the formation of a new office to get money back to investors. .. MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
Invesco Tries to Turn the Tide with King Re-hire The word on the street is that Rick King is returning to Invesco. Will his leadership help restore the company's stable value unit?.. 401kWire.com - Thursday, May 17, 2007
Fund Managers Still Think US Stocks are Pricey Merrill Lynch polled fund managers and discovered they are fretting less about corporate profits, though they are worrying more about inflation... MutualFundWire.com - Thursday, May 17, 2007 - Reader Rating: 3
Money Fund Assets Reach Record There are now more assets in money market funds than ever before. iMoneyNet reports that assets in the funds reached $2.433 trillion at the end of Tuesday ..... MutualFundWire.com - Thursday, May 17, 2007
Janney Montgomery Scott Ups New York Presence Janney Montgomery Scott LLC has expanded its presence in New York State by opening a new office in Johnstown... MutualFundWire.com - Thursday, May 17, 2007
Guardian To Buy Majority Stake In RS Investments The Guardian Life Insurance Company of America will purchase a 65 percent stake in RS Investments, officials of the two firms said Wednesday... MutualFundWire.com - Wednesday, May 17, 2006
Final Version Of Pension Bill To Emerge Soon? A key player in the reconciliation efforts believes the final version of the bill will be ready by the end of next week... 401kWire.com - Wednesday, May 17, 2006 - Reader Rating: 3.67
Schott Looks to Innovation and the Future Innovation and the future were the featured themes Wednesday as more than 1,200 leaders of the mutual fund industry gathered at the Hilton Washington & Towers in Washington, D.C. for the beginning of the Investment Company Institute annual conference. John Murphy -- chairman, president and CEO of OppenheimerFunds, and chairman of the conference -- and ICI president Paul Schott Stevens opened the event by welcoming and addressing the attendees... MutualFundWire.com - Wednesday, May 17, 2006
Spitzer Subpoenas Provider Again Details of the New York AG's ongoing investigation into retirement services are slow to emerge, but The Principal has confirmed receipt of its second subpoena in fifteen months... 401kWire.com - Wednesday, May 17, 2006 - Reader Rating: 5
ETrade Axes 401(k) Self Directed Brokerage Service A number of major 401k providers lost a key partner when ETrade decided to pull the plug on HarrisDirect's SBDA product... 401kWire.com - Wednesday, May 17, 2006 - Reader Rating: 3
Morgan Stanley Bets on Merrill Retirement Exec Next week, Morgan Stanley's Global Wealth Management unit will have a new head of retirement solutions -- fresh from Merrill Lynch's retirement group. .. 401kWire.com - Wednesday, May 17, 2006
Union Taps Putnam For DC Plan The plan has $90 million in assets... 401kWire.com - Wednesday, May 17, 2006 - Reader Rating: 2
Bisys Secures Contract Renewals Bisys Fund Services recently renewed three outsourcing contracts with existing clients, the firm announced Tuesday... MutualFundWire.com - Wednesday, May 17, 2006
Cox, Spitzer Talk Enforcement Christopher Cox, chairman of the Securities and Exchange Commission, and New York Attorney General Eliot Spitzer held a meeting Tuesday to discuss enforcement cases, The Wall Street Journal reported. .. MutualFundWire.com - Wednesday, May 17, 2006
Ameriprise Sub Ordered To Pay $22 Million Securities America, a subsidiary of Ameriprise Financial Inc., suffered a blow Monday after a National Association of Securities Dealers arbitration panel ordered the firm to pay $22 million to a group of former Exxon Mobil employees. .. MutualFundWire.com - Wednesday, May 17, 2006
Mesirow Expands Fund Consulting with Ex-Ibbotson Hires Eight former staff members of Ibbotson Associates have joined Mesirow Financial, a Chicago-based consulting services firm, where they will head up a multifaceted investment strategies business centered on their combined experience in fund selection and analysis... MutualFundWire.com - Wednesday, May 17, 2006
Bogle Blogs John Bogle may be formally retired, but don't say that he is falling behind the times. The Vanguard founder and index fund visionary has built himself a Web soapbox in the form of a blog. That blog got a boost Tuesday when Instapundit's Glen Reynolds linked to the new site... MutualFundWire.com - Wednesday, May 17, 2006
How Not to Conduct an RFP What went wrong with the Los Angeles DC plan process?.. 401kWire.com - Tuesday, May 17, 2005 - Reader Rating: 3.5
Alliance Benefit Chooses Rollover Buddy The 3,300-plan strong company partners up... 401kWire.com - Tuesday, May 17, 2005 - Reader Rating: 3
Canary Day 10: Canary Trader Questioned Stern about Late Trading Ex-Canary trader and manager Andrew Goodwin and another former Bank of America employee took the stand on Monday... MutualFundWire.com - Tuesday, May 17, 2005
SEC Consultant Probe Gets Big Play The nation's papers all play up the SEC's consultant conflict report as Lori Richards makes the media rounds... 401kWire.com - Tuesday, May 17, 2005 - Reader Rating: 4
Setback for Edward Jones in Shelf Space Case Edward Jones has lost its effort to have its case heard in Federal court. Friday, a federal judge ruled in favor of California's attorney general by ordering that the case against the St. Louis-based brokerage firm be heard in state court... MutualFundWire.com - Tuesday, May 17, 2005
Union Bank of CA Inks CNA Trust Deal Now It's Official. Union Bank of California confirmed today that it will acquire the business of CNA Trust Company... 401kWire.com - Monday, May 17, 2004 - Reader Rating: 5
Small Plan TPA Links with Distributor The new Williamsport, Pennsylvania TPA started by the father of the 401(k) partners up. The TPA is also looking for a new wholesale representative. .. 401kWire.com - Monday, May 17, 2004
Making the Cut: Win/Loss Insights Insights from the SPARK Research Group on how sponsors select providers... 401kWire.com - Monday, May 17, 2004 - Reader Rating: 5
SEI Lands Dwight Accounting Contract Vermont-based asset manager outsources portfolio accounting... 401kWire.com - Monday, May 17, 2004
AERS Wins $40 Million Plan Flexsys America selected American Express Retirement Services as bundled provider for its 401(k) plan... 401kWire.com - Monday, May 17, 2004
Vanguard Closes Third Fund This Year Industry giant closes convertible fund due to ballooning assets... MutualFundWire.com - Monday, May 17, 2004
New Fund Head at BISYS Research Group Boston-based Financial Research Corporation promotes several and looks for a few new analysts... MutualFundWire.com - Monday, May 17, 2004
Advice Firm Updates Product A company headed by a former Fidelity executive releases a new version of its online advice product. .. 401kWire.com - Monday, May 17, 2004
USPS Wants To Time Stamp Orders The Postal Service is pitching electronic time stamping software to mutual fund regulators... MutualFundWire.com - Monday, May 17, 2004 - Reader Rating: 4
Strong to Settle and Sell Strong Financial is expected to settle with regulators as soon as this week, clearing the way for its sale to Wells Fargo... MutualFundWire.com - Monday, May 17, 2004 - Reader Rating: 4
Another ICI Begins Merrill's Glenn addresses "panic" among shareholders and this year's volatility while the ICI's Fink calls for more SEC oversight of fund competitors. .. MutualFundWire.com - Thursday, May 17, 2001 - Reader Rating: 3
Chuck Schwab Admits Misstep at ICI The breadth and depth of his experience did not help in the market downtown, said the ceo... MutualFundWire.com - Thursday, May 17, 2001 - Reader Rating: 3
Holistic Wholesaling Goes Beyond Mutual Funds A Boston insurer has multiplied its sales capacity with an integrated structure that provides special care to separate accounts... MutualFundWire.com - Thursday, May 17, 2001 - Reader Rating: 3
Power Play A mutual fund firm decides to offer mPower to its clients after converting its own plan over to the firm last month... 401kWire.com - Thursday, May 17, 2001 - Reader Rating: 3
T. Rowe Adds to its Rolls The Maryland-based firm picks up a number of clients in the $20 to $60 million range from other recordkeepers. .. 401kWire.com - Thursday, May 17, 2001 - Reader Rating: 3
A Dot Com Responds A couple of weeks ago, Cerulli published its findings on the 401k business. Now, an Emplanet exec discusses the advice firm's perspectives on online recordkeeping... 401kWire.com - Thursday, May 17, 2001 - Reader Rating: 3
The Ratings Game Standard & Poors and Thomas Murray are teaming up to rate custodians... MutualFundWire.com - Wednesday, May 17, 2000 - Reader Rating: 3
The Ratings Game Standard & Poors and Thomas Murray are teaming up to rate custodians... 401kWire.com - Wednesday, May 17, 2000 - Reader Rating: 3
Not So Bullish Anymore Massachussets sponsor makes the move to Fidelity... 401kWire.com - Wednesday, May 17, 2000 - Reader Rating: 3
May 17, 2000 The time is now for Barclays ... SEC proposes campaign contribution limits for fund companies ... What does a fund closing foreshadow? ... Education first. .. 401kWire.com - Wednesday, May 17, 2000 - Reader Rating: 3
Murray Lands at Valley VC The former president of ETRADE's fund unit has moved to a Silicon Valley VC start-up... MutualFundWire.com - Wednesday, May 17, 2000 - Reader Rating:* 3
May 17, 2000 The time is now for Barclays ... SEC proposes campaign contribution limits for fund companies ... What does a fund closing foreshadow? ... Education first. .. MutualFundWire.com - Wednesday, May 17, 2000 - Reader Rating: 3
Investors Group Allies with AGF Funds On the heels of news about new funds with Templeton, Scudder and MAXXUM, Canada's largest fund manager plans to further expand its shelf space with more funds, advised by AGF... MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3
On the Move at Gabelli, PIMCO Europe Gabelli thinks utilities are overlooked, and has lured an Eaton Vance manager to oversee a new utilities fund. In other news, Pimco Europe has a new senior vp of marketing... MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3
BT Develops New Fund Looking for a safe way to invest overseas? Bankers Trust will launch a new fund which leaves emerging markets off the itinerary... MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3
BT Develops New Fund Looking for a safe way to invest overseas? Bankers Trust will launch a new fund which leaves emerging markets off the itinerary... 401kWire.com - Monday, May 17, 1999 - Reader Rating: 3
TAG On: Changes in 401k Testing In light of the recent IRS announcement to delay the required update of plans for GUST provisions, what is the impact on testing methods?.. 401kWire.com - Monday, May 17, 1999 - Reader Rating: 3
SunTrust Renews Relationship with SEI SunTrust's merger with Crestar prompted an early recontracting negotiations, resulting in a renewal of SEI's services for the STI Classic funds... MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3
Strong Activates Online Transactions Letting participants transact through the Web is quickly becoming the must have feature. .. 401kWire.com - Monday, May 17, 1999 - Reader Rating: 3
ETrade Adds to Index Family ETrade continues to build its in-house family of funds, with two new index funds in registration, one tracking the Wilshire 4500 and one tracking the Lehman Bros Corporate/Government Bond Index... MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3
Odd Lots, May 17, 1999 Berger, Stein Roe start trend ... Banks fail to sell own funds ... Magellan's Stansky is cautious ... And more!.. MutualFundWire.com - Monday, May 17, 1999 - Reader Rating: 3

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