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News Stories Archives - Since 1998
A $1.7B-AUM Fund Family Merges Into a Sibling
The deal, which will include fund mergers and a close, is expected to close in Q4...
MutualFundWire.com - Friday, May 07, 2021
Price Promotes a FuturePlan VP In Tennessee
The executive joined the national TPA three years ago...
401kWire.com - Friday, May 07, 2021 - Reader Rating: 5
NWPS Hires Near Denver
The exec previously worked with a SoCal-based firm...
401kWire.com - Friday, May 07, 2021
A Colorado KPA Joins a $5B-AUMA RIA
The new hire is based near Denver...
401kWire.com - Friday, May 07, 2021
Is There a Single Answer to Glide Path Evaluation?
The folks at a TDF giant ponder the use of the popular default options by plan sponsors who also offer DB plans...
401kWire.com - Friday, May 07, 2021
WNBA's Chief and a Remote Work Expert Talk to Fundsters
George Gatch and Lisa Jones interview a pair of guest speakers for day 1 of a big online conference...
MutualFundWire.com - Friday, May 07, 2021 - Reader Rating: 5
Four Pointers For Boosting Your Social Media Presence
The chief of a marketing communications firm shares some tips for FAs looking to do more and get more out of Facebook, LinkedIn, and Twitter...
401kWire.com - Thursday, May 07, 2020
Two TIAA Alumni Join ICMA-RC
Bruce Corcoran adds a pair of executives to the government-focused RKer's education, healthcare, and not-for-profit markets team...
401kWire.com - Thursday, May 07, 2020
Graziano Promotes as a Touchstone Vet Takes Over a Subadvisor
There's a new chief this week at an $8.7-billion-AUM institutional asset manager...
MutualFundWire.com - Thursday, May 07, 2020 Views
A 401k Startup CEO Helps Fight COVID-19
A 401k CEO and his uncle team up to help out during the global pandemic..
401kWire.com - Thursday, May 07, 2020
RKers Shifted to 98 Percent WFH
That's one finding from recent research released by a pair of industry trade groups...
401kWire.com - Thursday, May 07, 2020 - Reader Rating: 5
The Standard Waives Some Fees
The Portland-based insurer's recordkeeping arm offers some relief to participants and plan sponsors during the pandemic..
401kWire.com - Thursday, May 07, 2020
PMs From Six Shops Will Team Up Online
Mellody Hobson will moderate a virtual discussion featuring seven PMs talking about pandemic portfolio management challenges...
MutualFundWire.com - Thursday, May 07, 2020 Views
A Cloud Computing Provider Suspends Its Match
A big plan sponsor in Silicon Valley is reportedly making a 401(k) cut...
401kWire.com - Thursday, May 07, 2020
With MPI, a DC I-O Giant Helps Evaluate TDFs
The new tool puts choosing the evaluation criteria in the hands of KPAs and plan sponsors...
401kWire.com - Tuesday, May 07, 2019 - Reader Rating: 5
An Ex-RidgeWorth Managing Director Prepares to Retire
He currently works at Deloitte in Atlanta, Georgia...
MutualFundWire.com - Tuesday, May 07, 2019 Views
A 15-Year Vet Takes Over RM at AIG
Glenn Harris reveals a promotion into a newly created role...
401kWire.com - Tuesday, May 07, 2019
Manulife Rebrands Hancock, Except ...
The Canadian multinational launches a global brand for its "institutional, retail and retirement wealth and asset management businesses around the world."..
401kWire.com - Tuesday, May 07, 2019 - Reader Rating: 5
What Putnam's Parent Is Hunting For
The publicly traded multinational's CEO talks asset management M&A...
MutualFundWire.com - Tuesday, May 07, 2019 Views
After Four Years, an Invesco Consultant Is Moving On
The Invesco alum previously worked for Edward Jones...
401kWire.com - Tuesday, May 07, 2019 - Reader Rating: 1.5
After Five Years, a Giant B-D Retires a Participant Platform
The broker-dealer will shut down the three-part program this fall...
401kWire.com - Monday, May 07, 2018
Tobin Finds an Americas Distro Chief for SPDRs
The new hire is a veteran of both of the other two biggest ETF shops...
MutualFundWire.com - Monday, May 07, 2018 Views
A 2,000-Participant Union Hires Milliman
The firm will do communication, RKing, and TPA work for the Taft-Hartley DC plan...
401kWire.com - Monday, May 07, 2018
Pru's Stout Promotes Two in the East
These two Prudential Vets have almost 20 years combined experience with the company...
401kWire.com - Monday, May 07, 2018
Week In Preview, May 7-13
Updated | This week the teams at Franklin Templeton, the Investments & Wealth Institute, and the MFDF are all hosting events...
MutualFundWire.com - Monday, May 07, 2018 Views
Week In Preview, May 7-13
The EBRI team is hosting an event this week...
401kWire.com - Monday, May 07, 2018
Fiduciary Role Play?
Are you guys ready to take on this fiduciary role play?..
401kWire.com - Thursday, May 07, 2015
Who Should Be Eyeing Ascensus?
Ascensus is reported to be for sale again; who are some of the potential buyers this time around?..
401kWire.com - Thursday, May 07, 2015 - Reader Rating: 4.5
This KPA Joined a Philly Shop
...A 401(k) plan advisor (KPA) joins a shop in Philadelphia as a retirement plan advisor...
401kWire.com - Thursday, May 07, 2015
New Bill Promotes ESOPs
Senators Ben Cardin and Pat Roberts introduce legislation promoting S-corporations..
401kWire.com - Thursday, May 07, 2015
An Independent B-D Partners With Envestnet
An Independent broker-dealer recently partnered with Envestnet to.....
401kWire.com - Thursday, May 07, 2015
#Balpha? #ICIGMM
Five top fundster execs ponder how one becomes an industry leader, how you talk about smart beta, and more...
MutualFundWire.com - Thursday, May 07, 2015 Views
Ascensus Up for Sale?!
America's largest independent retirement and savings services provider may be for sale, with its valuation hopefully at $1 billion. ..
401kWire.com - Thursday, May 07, 2015 - Reader Rating: 3.58
Westport, CT Open RFP
Town of Westport searches for administrator for defined benefit and defined contribution plans. ..
401kWire.com - Thursday, May 07, 2015
ICI: Bubbly and Subpoenas Don't Mix
The top organizer of the ICI GMM is waking up to some uncomfortable disclosures...
MutualFundWire.com - Thursday, May 07, 2015 Views
Former CEO of Royal Alliance Launches a New Firm
Art Tambaro, former CEO of broker-dealer Royal Alliance, just made a new partnership!..
401kWire.com - Thursday, May 07, 2015
Lifetime Income Illustrations: The Devil's in the Details
EBSA chief Phyllis Borzi and her team have been working on a proposal to include lifetime income illustrations in participant statements. What do defined-contribution plan sponsors think of such an idea?..
401kWire.com - Wednesday, May 07, 2014 - Reader Rating: 5
Another RKer Connects With Financial Engines' Income+
Financial Engines CEO Jeff Maggioncalda revealed the connection to a new RKing partner in the company's first-quarter earnings call. ..
401kWire.com - Wednesday, May 07, 2014
Seen & Heard: IMCA 2014 Annual Conference in Boston
This was a conference that deserved its own masters degree...
MutualFundWire.com - Wednesday, May 07, 2014 Views
A Wisconsin-Based TPA Hires a National Sales Manager
The Retirement Advantage hires a Mutual of Omaha vet...
401kWire.com - Wednesday, May 07, 2014 - Reader Rating: 5
A Fund Shop Formalizes DC Distribution With a New DC I-O Sales Team
Update | A New York-based fund shop has formalized its retirement sales with a team of wholesalers focused on advisor-sold DC I-O. ..
401kWire.com - Wednesday, May 07, 2014
Anova Consulting Hires a DC Interviewer
Cloutier's prediction for more interviewing capacity comes to fruition...
401kWire.com - Wednesday, May 07, 2014
Lyrical Pumps Up the Volume
The fundamental equity shop is registering a long/short fund as a follow-on to its hit long-only mid-cap value strategy. ..
MutualFundWire.com - Wednesday, May 07, 2014 Views
DC Providers, Step Up Your Game for Millennials
A new study highlights the changes that financial services need to make in order to engage "Generation Y" participants. ..
401kWire.com - Wednesday, May 07, 2014
A DC I-O and RIA Partner on a New DC TDF Suite
This new product will benefit participants when it comes to TDFs...
401kWire.com - Wednesday, May 07, 2014
A Pair of TPAs Adopt SunGard's Decumulation Tool
Retirement plan administrators are live with SunGard's tool helping participants prepare for their future selves. ..
401kWire.com - Wednesday, May 07, 2014
Has ProShares Learned from Its Amateur Glitch?
Paperwork apparently matters, especially with a product designed for lickity split trading...
MutualFundWire.com - Wednesday, May 07, 2014 Views
A Pimco Emigre Opens a Recruiter's West Coast Office
California branch already doing business with several fixed income goliaths...
MutualFundWire.com - Tuesday, May 07, 2013 Views - Reader Rating: 5
Fink Wants More Than 401k
The BlackRock chief speaks to MBA students and reporters at NYU...
401kWire.com - Tuesday, May 07, 2013
Borzi Wants Your RI Input
How should DC plans show participants what their lump-sums will translate into?..
401kWire.com - Tuesday, May 07, 2013
The Principal Offers a New ESOP Tool
The bundled provider unveils a new portal...
401kWire.com - Tuesday, May 07, 2013
Stork and Reaper for the Week of May 10, 2013
Read up on the latest mutual fund product news!..
MutualFundWire.com - Tuesday, May 07, 2013 Views
We Need Mandatory Savings, Says BlackRock's Fink
The BlackRock CEO promises to get a little bit louder with calls for a rethinking of how Americans save for retirement. ..
MutualFundWire.com - Tuesday, May 07, 2013 Views - Reader Rating: 5
Wells and Pru Team Up
Wells Fargo will now offer Pru's lifetime income product...
401kWire.com - Tuesday, May 07, 2013 - Reader Rating: 4
Will Advisors' Ranks Decline Even Further?
Cerulli research shows that headcount will continue to drop and drills down on why...
MutualFundWire.com - Tuesday, May 07, 2013 Views
A PE Firm Hires a DC Chief
The push into retirement begins...
401kWire.com - Tuesday, May 07, 2013
$180B Firm Expands EM Team
Philly asset manager hires a PM...
MutualFundWire.com - Tuesday, May 07, 2013 Views
ASPire Adds a Key Exec
The new hire will lead a key accounts team...
401kWire.com - Tuesday, May 07, 2013 - Reader Rating: 5
An Ex-Magellan PM Shuts Down His Hedge Fund Shop
Exec will return billions to investors by June...
MutualFundWire.com - Tuesday, May 07, 2013 Views
Brokerages Fight Over Free ETF Trades
Brokers are expanding the lineup of commission-free ETFs...
MutualFundWire.com - Tuesday, May 07, 2013 Views
MoneyWatch Looks Back to the 80s
But it's looking at mutual funds, not hair metal...
MutualFundWire.com - Tuesday, May 07, 2013 Views
Who's Right? Buffett, Gross, Gundlach or Blankfein?
Investing celebrities are all over the place when it comes to the bond market...
MutualFundWire.com - Tuesday, May 07, 2013 Views
Ross Partners With an Online Education Specialist
The Retirement Revolution chief teams up with another SoCal shop...
401kWire.com - Monday, May 07, 2012
Pimco's Stable Value Fund is Almost Here
The giant asset manager will launch a pooled offering for defined contribution plans...
401kWire.com - Monday, May 07, 2012 - Reader Rating: 4.5
Beams Hunts For a Public Plans Chief
An ING Retirement veteran will retire at the end of the month...
401kWire.com - Monday, May 07, 2012 - Reader Rating: 2.5
Weil Adds Two Top Janus Posts
A pair of execs fill newly created positions at the mutual fund shop...
MutualFundWire.com - Monday, May 07, 2012 Views
Q1 Disappoints for Hennessy
Hennessy Advisors reported an dip in AUM and Earnings in Q1...
MutualFundWire.com - Monday, May 07, 2012 Views
An Ohio Wholesaler Climbs at Principal
Execs at the provider name a new vice president of sales for retirement and investor services...
401kWire.com - Monday, May 07, 2012 - Reader Rating: 2
McDermott Returns to Bundled RKing
The former Goldman DC I-O chief joins a bundled provider...
401kWire.com - Monday, May 07, 2012 - Reader Rating: 4
Not Having an MStar Rating is No Excuse for Failure
Inflows into new, unrated mutual funds rival those going into top-rated ones...
MutualFundWire.com - Monday, May 07, 2012 Views
WSJ Says DFA Loses an Edge to ETFs
By gathering some $250 billion of AUM, DFA has taught investors to trust and bet in capital markets, but is it now too old-fashioned?..
MutualFundWire.com - Monday, May 07, 2012 Views
How Can Active ETFs Gain Traction?
The WSJ ponders different approaches to actively-managed exchange-traded funds...
MutualFundWire.com - Monday, May 07, 2012 Views - Reader Rating: 3
Gundlach's "Not Looking For Infinite Growth"
What's next for the DoubleLine chief and star PM?..
MutualFundWire.com - Monday, May 07, 2012 Views
InvestmentNews: Socially Conscious Are in Vogue
The space is growing and now has more than 200 options. ..
MutualFundWire.com - Monday, May 07, 2012 Views
ETFs' Competition Ups Risks and Lowers Profits
The risks to ETF issuers have increased and liquidity has trickled, reports Barrons...
MutualFundWire.com - Monday, May 07, 2012 Views
Burkenroad PM Will Widen Small Cap's Road
David Lundgren is setting his sights on larger companies. ..
MutualFundWire.com - Monday, May 07, 2012 Views
Fuss Among PMs Who Sees Bond Party Ending
The lights are coming up and the guests might be advised to prepare for a hangover...
MutualFundWire.com - Monday, May 07, 2012 Views
Gross Tweets to Connect
Keep the comments pithy and honest and you may connect. Bill G does...
MutualFundWire.com - Monday, May 07, 2012 Views
The 529 Space in Flux Means Mandates Are Up for Grabs
As larger managers phase out their involvement in 529 plan management, there will be openings for other asset mangers to pursue mandates. ..
MutualFundWire.com - Monday, May 07, 2012 Views
kasina Misses its Ma
A partner at kasina, Ma is heading to Valley Forge next month..
MutualFundWire.com - Friday, May 07, 2010 Views - Reader Rating: 3
BofA Looks for an Institutional Sales Exec
What's new in the 401k industry? A Bank of America sales head departs and BNY Mellon's DC I-O head gets more duties ..
MutualFundWire.com - Friday, May 07, 2010 Views
For Participant Advice, Advisors 'Can't Be All Things to All People'
Industry insiders encourage plan advisors to outsource fiduciary advice for participants...
401kWire.com - Friday, May 07, 2010
Pioneer Adds to the Fund Family
The Italian-owned company has launched a new mutual fund..
MutualFundWire.com - Friday, May 07, 2010 Views
Advisors Will Become Teachers at ULCA in June
The 401kExchange's Retirement Advisor University is holding a training session for its lecturers...
401kWire.com - Friday, May 07, 2010 - Reader Rating: 3
A New Fund Company Launches an ETF of ETFs
U.S. One Trust is launching its very first fund on Tuesday...
MutualFundWire.com - Friday, May 07, 2010 Views - Reader Rating: 5
iShares Launches Three Country Specific ETFs
BlackRock's ETF business grew its international index fund line up by 30 percent...
MutualFundWire.com - Friday, May 07, 2010 Views
Is the DOL's Target Date Guidance a Precursor for Regs?
The DOL and SEC have put out an investor bulletin to help workers figure out those pesky target-date funds..
401kWire.com - Friday, May 07, 2010
SEC and CFTC Investigate 'Unusual' Market Activity
The commissions are starting an investigation into what caused Thusday's "crash of 2:45"..
401kWire.com - Friday, May 07, 2010
DOL Offers Guidance on Target Date Funds
The DOL and SEC have issued a guidance on the funds, which may be a precursor to upcoming regulations...
MutualFundWire.com - Friday, May 07, 2010 Views - Reader Rating: 4
SEC and CFTC Investigate Thursday's 'Unusual Trading'
The two commissions are looking into the causes of the Crash of 2:45..
MutualFundWire.com - Friday, May 07, 2010 Views
Busy Schapiro a No-Show at the ICI GMM
SEC chair Mary Schapiro has canceled her speaking engagement at the ICI GMM on Friday, a day after the market roller coaster...
MutualFundWire.com - Friday, May 07, 2010 Views
Graff Rallies Advisors Around Fiduciary Status and Cross-Tested Plans
The ASPPA chief gives a Washington Update at an advisor-focused conference...
401kWire.com - Friday, May 07, 2010 - Reader Rating: 5
MassMutual Wins an Insurer's 401k Plan
MassMutual has landed a contract to administer a $10 million 401k and profit-sharing plan...
401kWire.com - Thursday, May 07, 2009 - Reader Rating: 2
Four from Wachovia Follow Sain to Mercer
Mercer has made additions to its sales team...
401kWire.com - Thursday, May 07, 2009 - Reader Rating: 3.5
A Mutual Fund Conference Spells ICI with '401k'
Fundster execs debate the future of the industry, and retirement plans again dominate that discussion...
401kWire.com - Thursday, May 07, 2009
Reynolds Pushes ICI to Support Target Date Fund Regulation
The Putnam chief debates the future of asset allocation funds and other issues with several top fundsters at the GMM in the Capital...
MutualFundWire.com - Thursday, May 07, 2009 Views
Janus Compensation Lawsuit Uncovers Manager Revolt from 06
As the fund firm continues to fight in court over alleged breach of contract, internal turmoil comes to light...
MutualFundWire.com - Thursday, May 07, 2009 Views - Reader Rating: 5
Stock Fund Inflows Slowed Despite Market Rebound
In the week ended April 29, stock funds had estimated inflows of $183 million...
MutualFundWire.com - Thursday, May 07, 2009 Views
Petroleum Refiner Taps a New Provider
The Dallas-based firm has picked a new provider for its DC plan...
401kWire.com - Wednesday, May 07, 2008
Great-West Promotes Nelson
The head of Great-West Retirement Services is also getting a new boss...
401kWire.com - Wednesday, May 07, 2008 - Reader Rating: 4.33
The ICI Makes 401k a Top Priority
Paul Schott Stevens says 401k plans are key to the fund industry and calls for government to remove roadblocks to their use. Asks for competing industries to work together...
MutualFundWire.com - Wednesday, May 07, 2008 Views
The ICI Makes 401k a Top Priority
Paul Schott Stevens says 401k plans are key to the fund industry and calls for government to remove roadblocks to their use. Asks for competing industries to work together...
401kWire.com - Wednesday, May 07, 2008
Spark Institute Releases 403b Documents
The Connecticut-based organization has come out with 403b best practices materials...
401kWire.com - Wednesday, May 07, 2008
A UBS Wealth Management Exec Was Detained as Part of Tax Probe
The Zurich-based head of North and South America for the international wealth management business was reportedly briefly detained by US authorities in connection with a probe into whether US clients tried to dodge tax obligations with the help of UBS advisers...
MutualFundWire.com - Wednesday, May 07, 2008
A TPA Acquirer Hunts For More
A Midwestern firm spreads its wings beyond administration to investment management and looks to buy again. ..
401kWire.com - Wednesday, May 07, 2008 - Reader Rating: 3.5
Fidelity Faces Another Whistleblower Suit
An ex-Fidelity fund manager claims he was fired after pointing out alleged violations of securities law...
MutualFundWire.com - Wednesday, May 07, 2008 Views
Guardian Participants Pour North of $150 Million into Third-Party Managed Account QDIA
Eighty-three percent of participants in plans offering the QDIA managed account service stayed with the program...
401kWire.com - Wednesday, May 07, 2008 - Reader Rating: 5
Schwab Launches its First Active Global Fund
The San Francisco firm has unveiled its first actively managed international fund...
MutualFundWire.com - Wednesday, May 07, 2008 Views
Morgan Stanley Intros Commodities Alpha Fund
Morgan Stanley has taken the wraps off a mutual fund geared towards the high net worth crowd...
MutualFundWire.com - Wednesday, May 07, 2008 Views - Reader Rating: 2
ExpertPlan Links Up with Another Payroll Firm
The East Windsor, New Jersey-based outsourced recordkeeper gains access to more than 45,000 employers through the relationship...
401kWire.com - Wednesday, May 07, 2008
AARP Financial Names New Prez
The investment adviser to the AARP Funds has tapped an exec to replace Larry Renfro, who is going back to Fidelity...
MutualFundWire.com - Wednesday, May 07, 2008 Views
Morgan Stanley Enters China Mutual Fund Market
The New York-headquartered firm has purchased a 40-percent stake in a Shenzhen fund company...
MutualFundWire.com - Wednesday, May 07, 2008 Views
WSJ Gives Retirement Income Funds Another Look
The Wednesday Fund Track column takes another look at a relatively new type of mutual fund and contrasts it with its insurance product siblings...
MutualFundWire.com - Wednesday, May 07, 2008 Views
401k Assets Hit $2.7 Trillion
Assets in 401(k) plans reached $2.7 trillion at the close of 2006, according to ICI...
401kWire.com - Monday, May 07, 2007 - Reader Rating: 3
Turner Appoints Director in Intermediary Distribution Team
The Berwyn, Pennsylvania-based firm has appointed a director in the intermediary distribution team...
MutualFundWire.com - Monday, May 07, 2007 Views
Federated Names Director of Retirement Plan Sales
The Pittsburgh-based money manager has appointed a 13-year industry vet to the post...
401kWire.com - Monday, May 07, 2007 - Reader Rating: 5
Plan Advisors Can't Just Pick Stocks
Speakers tell a network of retirement plan specialists that there is more to DC life than simply choosing investments...
401kWire.com - Monday, May 07, 2007 - Reader Rating: 5
T. Rowe Launches New Web Site for Financial Intermediaries
T. Rowe Price has launched a new, expanded Web site for financial intermediaries...
MutualFundWire.com - Monday, May 07, 2007 Views - Reader Rating: 3.33
The Plan Broker Shuffle
A McDonald vet decides not to stick it out with UBS...
MutualFundWire.com - Monday, May 07, 2007 - Reader Rating: 3
Nurses Take the Lead in Savings Race
Nurses are saving more for retirement, but that doesn't mean that they're ready to quit...
401kWire.com - Monday, May 07, 2007
To Up Participation, Keep It Easy and Early
A Bay State provider finds investigates what type of education works best for DC plans. ..
401kWire.com - Monday, May 07, 2007
INVEST Acquires PFIC's Bank Contracts
INVEST Financial Corporation has acquired the bank contracts of PFIC Securities Corporation (PFIC), a subsidiary of Morgan Keegan & Co., Inc...
MutualFundWire.com - Monday, May 07, 2007
NASD Proposes Rule Changes To Lighten Regulatory Burden on BDs
The NASD has proposed two changes, recommended by their Small Firm Rules Task Force, to make BDs' lives easier...
MutualFundWire.com - Monday, May 07, 2007 - Reader Rating: 1
Bear Stearns Hopes to Enhance Tech Platform with New Hires
Bear Stearns’ Broker-Dealer & Investment Advisor Services has hired two top technology executives to enhance its technology platform...
MutualFundWire.com - Monday, May 07, 2007 - Reader Rating: 2
DST to Unveil Data Management Offering at ICI
DST Systems, provider of information processing and computer software products and services to mutual funds, will unveil its latest offering at the ICI conference...
MutualFundWire.com - Monday, May 07, 2007 Views - Reader Rating: 3
Kirsch Calls it Quits at DeAM
After pulling off last month's "liftout" at Invesco, it looks like DeAM is getting a small taste of its own medicine...
401kWire.com - Monday, May 07, 2007
Jefferies Names Co-Head of Securities Finance
Jefferies has brought in a 20-year industry vet as co-head of securities finance...
MutualFundWire.com - Monday, May 07, 2007
Fund Analysts Pass Insight On To Advisors
An investment research firm launches a product to help retirement plan intermediaries select and monitor investment choices. ..
401kWire.com - Monday, May 07, 2007
Lincoln Hops on Pension-Freezing Bandwagon
The Philadelphia-based firm will instead offer employees an enhanced DC plan...
401kWire.com - Monday, May 07, 2007 - Reader Rating: 2
Rules Rejuvenate Roth?
Observers see guidance from the Treasury Department clearing up some questions about the option. ..
401kWire.com - Monday, May 07, 2007
Eveillard Makes Comeback Official
Jean-Marie Eveillard has made an official five-year commitment to First Eagle Funds...
MutualFundWire.com - Monday, May 07, 2007 Views
Bond Funds Get a Push in Q1
Bond funds are enjoying hearty numbers so far this year...
MutualFundWire.com - Monday, May 07, 2007 Views
Auditors Begin to Bless Fiduciary Advisors
An international organization now certifies those who wish to give advice to participants. ..
401kWire.com - Monday, May 07, 2007
Fidelity and ClearBridge Join Activism Movement
The year 2007 will go down in history as the year that mutual funds began to take a more active role in the decision making of companies whose shares they own...
MutualFundWire.com - Monday, May 07, 2007 Views - Reader Rating: 5
Janus Excessive Fee Suit Is Headed for Dismissal
Janus Capital Group recently got some good news in regards to a pending excessive fee lawsuit against the company...
MutualFundWire.com - Monday, May 07, 2007 Views - Reader Rating: 3
Evergreen Finds Compliance with Guerin
Robert J. Guerin is the new chief compliance officer for Wachovia's mutual fund arm...
MutualFundWire.com - Monday, May 07, 2007 Views
Boeing 401k Move Leaves Huge Vacuum
When the Boeing 401k plan pulled its assets out of the Invesco technology fund, assets in the fund decreased 42 percent...
401kWire.com - Friday, May 07, 2004 - Reader Rating: 3
Nuveen to Investors: Stay Calm
The muni fund firm takes the unusual step of holding a conference call to explain price volatility in their funds...
MutualFundWire.com - Friday, May 07, 2004 Views
RFPs Reported This Week
States and counties searching, Fidelity Magellan on watch and drop lists...
401kWire.com - Friday, May 07, 2004 - Reader Rating: 5
ICI VP Jumps Ship
Julie Domenick announced suddenly that she plans to join a Washington, DC law firm...
MutualFundWire.com - Friday, May 07, 2004 Views - Reader Rating: 2
Manning & Napier Sticks With Outsourcer
Manning & Napier will keep BYSIS for fund accounting and transfer agency services...
MutualFundWire.com - Friday, May 07, 2004 Views
Janus Not Out of Woods Yet
Despite the recent settlement with the SEC, Janus discloses that the SEC's investigation in the firm is ongoing...
MutualFundWire.com - Friday, May 07, 2004 - Reader Rating: 3.5
Regulators Highlight Repo Rules for Funds
For fund asset diversification rules, regulators say repurchase agreements and government securities are the same...
MutualFundWire.com - Friday, May 07, 2004 Views
Wachovia Securities Reveals Investigation
Wachovia Corp. reveals that the SEC is looking into practices at its securities arm...
MutualFundWire.com - Friday, May 07, 2004
Eaton Vance Fills Board Vacancy
The Boston-based manager elects a new corporate board director...
MutualFundWire.com - Friday, May 07, 2004 Views
PA-based Dept. Store Converts Plan
The retail concern cites service flexibility, including open architecture, for its choice...
401kWire.com - Wednesday, May 07, 2003 - Reader Rating: 4
Ceridian Pushing into Mid-Market
The payroll firm is readying a sales push now that it has built up its operations in Florida...
401kWire.com - Wednesday, May 07, 2003 - Reader Rating: 3.67
American Funds Lands on Another TPA Platform
Yet another insurer has added the American Funds R shares to its group annuity 401k...
401kWire.com - Wednesday, May 07, 2003 - Reader Rating: 3.33
Asset Managers in SMAs Boost Sales Budgets
A new report sponsored by MMI finds that such managers need to focus on fewer, yet more profitable marketing relationships...
MutualFundWire.com - Wednesday, May 07, 2003 Views
TPAs Get New NAV Platform from Insurer this Summer
After abandoning the jumbo plan market, this top ten recordkeeper is wooing TPAs. It promises an NAV platform by this summer, but will TPAs bite?..
401kWire.com - Wednesday, May 07, 2003 - Reader Rating: 3.5
Lockwood Execs to Hit the Road
The BoNY unit is getting the word out to advisors on its fund supermarket and fund wrap product...
MutualFundWire.com - Wednesday, May 07, 2003 Views
Bill Promises Cap Gains Relief to Fund Shareholders
Rep. Paul Ryan offered legislation today that rewrites how capital gains in funds are taxed...
MutualFundWire.com - Wednesday, May 07, 2003 Views
Franklin Promotes Baio and Bolt
The two long-time executives get new responsibilities at the West Coast fund complex...
MutualFundWire.com - Wednesday, May 07, 2003 Views
Analyst Sees Fund Stocks Caught in Doldrums
Do not look for big run-ups in mutual fund firm stocks, says the newest analyst on the beat...
MutualFundWire.com - Wednesday, May 07, 2003 Views
Bear Stearns Rolls Out Solo-K Product
The NY firm introduces an individual 401(k) plan featuring broader investment options for individuals and some small biz owners...
401kWire.com - Wednesday, May 07, 2003
AG&T Markets Online Asset Allocation Program
This member of the Sentinel Companies is targeting advisors with a new Web-based asset management product...
MutualFundWire.com - Wednesday, May 07, 2003 Views - Reader Rating: 5
Victory to Merge Funds
Rebranding at Key subsidiary includes a revised product lineup...
MutualFundWire.com - Monday, May 07, 2001 - Reader Rating: 3
Doom and Gloom at AIMSE
Institutional sales and marketing execs are hearing that DC plans are not the savior they were thought to be...
401kWire.com - Monday, May 07, 2001 - Reader Rating: 3
Harbor Revisits RIA Market
Under the wing of a new parent, the erstwhile institutional fund firm prepares to retrench...
MutualFundWire.com - Monday, May 07, 2001 Views - Reader Rating: 3
LodgeNet Rustles Up Vendor
The South Dakota company has tapped a new vendor for its 401k plan...
401kWire.com - Monday, May 07, 2001 - Reader Rating: 3
Mid-Western Power Company Sees The Light
A power company is examining the returned RFPs it had sent out...
401kWire.com - Monday, May 07, 2001 - Reader Rating: 3
Speakers at LIMRA
Who's on tap to give their 2 cents in Brazil? ... New Kmart CFO ... New U.S. Trust office ... Service standards for Seligman sponsors...
MutualFundWire.com - Monday, May 07, 2001 - Reader Rating: 3
Speakers at LIMRA
Who's on tap to give their 2 cents in Brazil? ... New Kmart CFO ... New U.S. Trust office ... Service standards for Seligman sponsors...
401kWire.com - Monday, May 07, 2001 - Reader Rating: 3
Opportunities at First Union
Wrap program growth means reorganization and an open position at the North Carolina firm...
MutualFundWire.com - Monday, May 07, 2001 Views - Reader Rating: 3
New CEO at Berger Funds
The top executive at Berger Funds is being replaced by a newcomer to the Denver-based fund family, but an industry veteran...
MutualFundWire.com - Friday, May 07, 1999 - Reader Rating: 3
Thomson to Consolidate Units
Nelson Information, Rainmaker Information, and Wiesenberger are to be consolidated into one unit and a new exec appointed to head it up. ..
MutualFundWire.com - Friday, May 07, 1999 - Reader Rating: 3
Stein Roe Restructures Funds
Stein Roe is making major changes at several of its equity funds -- merging one fund, liquidating another, renaming a third and replacing two managers...
MutualFundWire.com - Friday, May 07, 1999 - Reader Rating: 3
Exec Steps Down at Cigna
The senior vice president in charge of sales in the retirement and investment unit at the Connecticut provider has left the firm...
401kWire.com - Friday, May 07, 1999 - Reader Rating: 3
Vanguard Offers Advice Online
The crew in Valley Forge is offering individuals advice on retirement as well as other financial planning needs through its website...
401kWire.com - Friday, May 07, 1999 - Reader Rating: 3
Lipper Allies With Zacks.com, DBC
DBC will use Lipper data to create a new "Mutual Fund Center" website, and Zacks.com will distribute the center via its network...
MutualFundWire.com - Friday, May 07, 1999 - Reader Rating: 3
Odd Lots, May 7, 1999
Coming soon: The first 'Net index fund ... Liberty settles with FTC ... Johnson's son unmasked as Yahoo! booster of Franklin ... Lipper redefines equity-income ... There are still more stocks than stock funds ... Funds in the press...
MutualFundWire.com - Friday, May 07, 1999 - Reader Rating: 3
Van Kampen American Exits Bundled 401k Business
Van Kampen American Capital of Oakbrook Terrace, IL is pulling out of the bundled 401(k) business effective immediately in what it termed a 401(k) "transition". The firm will no longer serve in the recordkeeping or administration businesses, a spokesperson told the 401kWire. It will still act as an asset manager, pursue its own multi-manager 401(k) program, and go after investment-only opportunities. ..
401kWire.com - Thursday, May 07, 1998 - Reader Rating: 3
Cal Adds Brokerage
The nearly 100,000 State of California workers enrolled in the $3.5 billion Savings Plus program administered by the California Public Employees Retirement System (CalPERS) will soon be able to invest in any one of 5,000 mutual funds. The brokerage option will open in July and be handled by Dreyfus Brokerage Services, a unit of Mellon Bank. ..
401kWire.com - Thursday, May 07, 1998 - Reader Rating: 3
Baird Contracts With First Data's DCXchange
Milwaukee-based Robert W. Baird & Co. Incorporated, a Northwestern Mutual Life Insurance Company holding, has signed a three year contract with First Data Investors Services Group Inc. to use its DCXchange recordkeeping product. ..
401kWire.com - Thursday, May 07, 1998 - Reader Rating: 3
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