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News Stories Archives - Since 1998
Can Healthcare Savings Encourage Greater DC Contributions?
A Massachusetts company hopes to encourage participants to reinvest healthcare savings with a new app...
401kWire.com - Monday, July 16, 2018
Watch For an Ownership Shift At This Midwestern RKing TPA
The chief says he "would love to transition ownership to the employees" in the next few years...
401kWire.com - Monday, July 16, 2018
A Year-Old ETF Shop Rocks June
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com - Monday, July 16, 2018
Vanguard Retakes the Lead as Flows Plunge
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com - Monday, July 16, 2018
Hueler Hopes to Orient KPAs With New Tool
A new tool by Hueler helps fiduciaries wade through stable value. ..
401kWire.com - Monday, July 16, 2018
Confidence is High, but Workers Still Undersave
A new report from SSgA finds that Americans are the most confident, yet they still struggle with shortfalls...
401kWire.com - Monday, July 16, 2018
Week In Preview, July 16-22
This week the teams at CNBC, ExchangeTradedFunds.com, and Institutional Investor are all hosting events in the Big Apple...
MutualFundWire.com - Monday, July 16, 2018
Five Marketing Tips For KPAs
Your fellow KPAs share their marketing wisdom...
401kWire.com - Thursday, July 16, 2015
Trident Seafoods Corporation Keeps its Recordkeeper
$127MM plan stays with Empower. ..
401kWire.com - Thursday, July 16, 2015
What does Voya's Nelson Think of the Fiduciary Rule?
The financial giant files its comment with the DoL on the proposed changes. ..
401kWire.com - Thursday, July 16, 2015 - Reader Rating: 5
Hamacher Consults: Who Will Lead NICSA?
The trade group chief starts her own venture after seven years leading the organization...
MutualFundWire.com - Thursday, July 16, 2015 Views
Four Fund Shops Stand to Gain From a State's 529 Boost
A state out West is smiling on its college savings plans...
MutualFundWire.com - Thursday, July 16, 2015 Views
A $34B Shop Switches DC I-O Chiefs
An industry veteran says goodbye to a mutual fund shop after joining a year earlier. A company insider rises to take his place...
401kWire.com - Thursday, July 16, 2015 - Reader Rating: 4
Are Low-Cost Entries Rocking the Small Retirement Plan Market?
Some of the industry's leading retirement plan providers are launching new low-cost offerings aimed at small plans. ..
401kWire.com - Thursday, July 16, 2015
Will Lane and O'Neill's Latest Deal Impact GSAM's Mutual Funds?
The investment banking giant's asset management arm is about to buy a small institutional asset manager...
MutualFundWire.com - Thursday, July 16, 2015 Views
A KPA in Oregon Just Became Partner
401(k) plan advisor (KPA) just got appointed partner at an Oregon shop...
401kWire.com - Thursday, July 16, 2015
Sponsors Wonder About In-Plan Roth Rollovers
The IRS rules on in-plan Roth rollovers released at the end of last year have some large and jumbo plan sponsors wondering how other sponsors and their participants have responded. ..
401kWire.com - Wednesday, July 16, 2014 - Reader Rating: 4
Chong Picks DiSalvo's Successor at CUNA Mutual
A new promotion has been made at CUNA Mutual Retirement Solutions. ..
401kWire.com - Wednesday, July 16, 2014 - Reader Rating: 3.5
A 401k Benchmarker Lands a Distribution Alliance
Their iPad app will now be available at a discount to retirement plan advisors who use another shop's resource center...
401kWire.com - Wednesday, July 16, 2014
JPAM's "Excellent Quarter" Beat the Bank's
The asset management unit of the giant bank is a star in the second quarter earnings report...
MutualFundWire.com - Wednesday, July 16, 2014 Views
Northern Trust Broadens the Role of a Sales Honcho
Exec previously handled sales and business development for ETFs, now she does it for all funds...
MutualFundWire.com - Wednesday, July 16, 2014 Views - Reader Rating: 5
55 percent of Participants Favor Auto-Escalation
A new study shows that 55 percent of participants favor automatic annual increase...
401kWire.com - Wednesday, July 16, 2014
A Maryland Benefits Shop Promotes Its KPA Chief
A prominent retirement plan advisor team leader rises at her own shop...
401kWire.com - Wednesday, July 16, 2014
11-k Update for the Week of July 16, 2014
The fifth installment of 401kWire's distillation of disclosures and amendments to the plans that committee members have made since December 31, 2012...
401kWire.com - Wednesday, July 16, 2014
Does the ERISA Advisory Council Have the 'Power' to Turn Borzi Into a MEPster?
ERISA's Advisory Council wants to change the DoL's mind when it comes to open multiple employer plans. Terry Power has a few things to say about the notion...
401kWire.com - Wednesday, July 16, 2014 - Reader Rating: 5
Give Gross the Hook? Here's Six Reasons
UPDATED | Gross is still stressing out Pimco executives and clients, and his fund has seen outflows for 14 months now. Is it time to yank him off the vaudeville stage? We give six very unscientific reasons...
MutualFundWire.com - Wednesday, July 16, 2014 Views - Reader Rating: 2
Can Marsico Right Itself?
Morningstar analyst tells MFWire that the once-mighty equity shop still has a lot of challenges. What mandates does Marsico have left?..
MutualFundWire.com - Tuesday, July 16, 2013 Views - Reader Rating: 3
BrightScope Fights Back Against Yale Threat Letters
Mike Alfred spoke with the 401kWire showing that he too, was shocked by Professor Ian Ayres' menacing letters to 401(k) plan sponsors. ..
401kWire.com - Tuesday, July 16, 2013 - Reader Rating: 4.78
Nomura Funds Close to New Investments
Effective July 16, 2013, Nomura's [profile] India Fund, Greater China Fund and International Equity Fund are closed to new investments...
MutualFundWire.com - Tuesday, July 16, 2013
Fidelity Funds Update PM Information
Fidelity [profile] has amended the PM information for the All-Sector Equity Fund and the Large Cap Value Fund. Jonathan Kasen has co-managed the funds since July 2013. [SEC Filing]. ..
MutualFundWire.com - Tuesday, July 16, 2013
PM Change for a Fidelity Fund
Fidelity [profile] has amended the PM information for the Automotive Portfolio. Annie Rosen serves as PM for the portfolio since July 2013. [SEC Filing]. ..
MutualFundWire.com - Tuesday, July 16, 2013
An Eaton Vance Fund Amends Fees and Expenses
Eaton Vance [profile] has amended the shareholder fees, annual fund operating expenses and the fees and expenses for the Short Term Real Return Fund. [SEC Filing]...
MutualFundWire.com - Tuesday, July 16, 2013 Views
PMs Change For Aberdeen Funds
Aberdeen Funds [profile] has updated the PM information for the Aberdeen International Equity Fund, Aberdeen Global Equity Fund, Aberdeen Global Natural Resources Fund, Aberdeen Global Small Cap Fund, Aberdeen Select International Equity Fund, Aberdeen Select International Equity Fund II, and the Aberdeen Global Select Opportunities Fund. [SEC Filing:1] [SEC Filing:II]...
MutualFundWire.com - Tuesday, July 16, 2013
Eaton Vance Updates Tax Information for Funds
Eaton Vance [profile] has amended it's tax information for the Eaton Vance Amt-Free Municipal Income Fund, Eaton Vance California Municipal Income Fund, Eaton Vance Massachusetts Municipal Income Fund, Eaton Vance National Municipal Income Fund, Eaton Vance New York Municipal Income Fund, and the Eaton Vance Ohio Municipal Income Fund. [SEC Filing]. ..
MutualFundWire.com - Tuesday, July 16, 2013 Views
401k Platform Adds Five Models
The allocation models are all risk-based and use only ETFs...
401kWire.com - Tuesday, July 16, 2013
BlackRock Sunny On Stock ETFs
Russ Koesterich thinks investors should focus on equities, especially international equities, in the next 6 months to a year. ..
MutualFundWire.com - Tuesday, July 16, 2013
BlackStone Enters Mutual Fund Biz
Hedge goliath launches fund with at least 11 subadvisors...
MutualFundWire.com - Tuesday, July 16, 2013 Views - Reader Rating: 3
A Value Fund Hits $400MM
Fund saw flows of $100 million in less than six weeks...
MutualFundWire.com - Tuesday, July 16, 2013 Views
Pru Lands Stable Value Distribution to School Districts
An open architecture RKer teams up with the insurer's retirement arm...
401kWire.com - Tuesday, July 16, 2013 - Reader Rating: 5
Asset Managers Ready To Go Toe to Toe on Dell Deal
Dell shareholders are ready to enjoy a showdown with Dell's founder and Silver Lake Partners but one shareholder's vote is in question. ..
MutualFundWire.com - Tuesday, July 16, 2013
Rekenthaler Blasts S&P's Puffery Defense
John Rekenthaler picked apart S&P's defense that their ratings shouldn't be held accountable for being fair and objective and criticized the VAR. ..
MutualFundWire.com - Tuesday, July 16, 2013 Views
Nevin Adams Wins a Prestigious Award
The National Association of Government Defined Contribution Administrators (NAGDCA) has named Nevin Adams the winner of the 2013 Media Recognition Award. ..
401kWire.com - Tuesday, July 16, 2013
Global Firm Lures a High Net Worth Honcho from Goldman
Exec will lead new division focused on serving ultra-high-net worth clients in the Americas...
MutualFundWire.com - Tuesday, July 16, 2013 Views
Investors Dig Currency Funds For Diversification
Investors have been turning to currency funds for diversification despite their volatility, says WSJ. ..
MutualFundWire.com - Tuesday, July 16, 2013 Views
AdvisorShares Launches International Equity-Shorting ETF
Product is the first to short international equities at all levels of market cap, according to IndexUniverse...
MutualFundWire.com - Tuesday, July 16, 2013 Views
Investors Hungry For Short-Term Junk Bond ETFs
Longer duration junk bond ETFs have lost more money than short term junk bond ETFs, the WSJ found...
MutualFundWire.com - Tuesday, July 16, 2013 Views
BlackRock is Avoiding Pimco's Losses By Selling OGX
BlackRock is selling holdings that Pimco has bought more of in the past six months...
MutualFundWire.com - Tuesday, July 16, 2013 Views
Bitcoin ETF: A Case Study of How Not to Create an ETF
The Bitcoin ETF is a good example how not to launch an ETF, and it begs the question: Will other APs ignore ETFs in a volatile market?..
MutualFundWire.com - Tuesday, July 16, 2013 Views
Here's One BlackRock Exec Who Doesn't Diss Term-Maturity ETFs
Matt Tucker spoke with Cinthia Murphy about the bond market and the ETF selloff...
MutualFundWire.com - Tuesday, July 16, 2013 Views
Despite Outflows, Gross Raises Risk Exposure
Pimco guru has raised his exposure to mortgage-based securities and U.S. government holdings. ..
MutualFundWire.com - Tuesday, July 16, 2013 Views
M* Finds the Foolish Approach to Funds to be Working
Foolish grins light up Alexandria as the Motley Fool gets its first mutual fund rating from Morningstar. ..
MutualFundWire.com - Monday, July 16, 2012 Views - Reader Rating: 5
Stork and Reaper for Monday, July 16, 2012
The MFWire's daily report of mutual fund births and deaths...
MutualFundWire.com - Monday, July 16, 2012 Views
Seeley Adds to the Managers DC I-O team
A former AllianceBernstein sales rep joins the firm as its new VP, DC I-O advisor...
401kWire.com - Monday, July 16, 2012 - Reader Rating: 4.93
Lincoln Financial Hires a San Francisco Chief
Former Pimco VP will be regional director...
401kWire.com - Monday, July 16, 2012
Merck Injects a New RKer into Its 401k Mix
Vanguard has lost mandates totaling more than $2 billion to a rival recordkeeper. ..
401kWire.com - Monday, July 16, 2012 - Reader Rating: 2
A Look Into USAA's New Advisory Team
USAA's Wasif Latif takes MFWire inside the revamped USAA Small Cap Stock Fund..
MutualFundWire.com - Monday, July 16, 2012 Views
A Paychex Wholesaler Joins an LPL Shop
A 401k sales vet signs on with an advisory firm in the Southeast...
401kWire.com - Monday, July 16, 2012 - Reader Rating: 4.91
Fund Shops Nix Sleepy Summers to Woo Advisors
Firms increase efforts during unstable summer months..
MutualFundWire.com - Monday, July 16, 2012 Views
Barron's Sees Slower Growth for ETFs
ETFs won't grow as "handily" as insiders expect, reports an article published in Barron's this week. ..
MutualFundWire.com - Monday, July 16, 2012 Views
Vanguard Bond Chief Worries Over U.S. Budget
Robert Auwaerter gives America four years before the market drives up its borrowing costs ..
MutualFundWire.com - Monday, July 16, 2012 Views
Jaffe Expects "Ineffective Overkill" on Money Fund Reform
The MarketWatch columnist ponders the mutual fund version of the piggy bank...
MutualFundWire.com - Monday, July 16, 2012 Views
Eggers is Back
The former CEO of Dreyfus and Scudder Investments resurfaces in the mutual fund industry...
MutualFundWire.com - Friday, July 16, 2010 Views
A Wells Fargo Advisor Joins a Retirement RIA
An Empire State firm adds an eighth advisor to its team...
401kWire.com - Friday, July 16, 2010 - Reader Rating: 2
Kinetics Leaks Away a Subadvisor
The firm is bringing the portfolio management of its Water Infrastructure Fund in-house as Brennan moves on...
MutualFundWire.com - Friday, July 16, 2010 Views - Reader Rating: 5
With Two Deals, a Producing TPA Expands Into Ohio
The move also adds collective funds and participant advice software to the firm's quiver...
401kWire.com - Friday, July 16, 2010
Money Fund Sale Ends RidgeWorth Auction
SunTrust decides to hold on to its long-term asset management business...
MutualFundWire.com - Friday, July 16, 2010 Views - Reader Rating: 2
Hartford Adds More to Wellington's Plate
The insurer is deepening its reliance on Wellington...
MutualFundWire.com - Friday, July 16, 2010 Views
Heartland Plans International Small Cap Fund
The Milwaukee-based fund advisor is putting Bill Nasgovitz at the helm of its newest fund. ..
MutualFundWire.com - Friday, July 16, 2010 Views
RidgeWorth Win Puts Federated in the Money
The Pittsburgh-based money market behemoth grows even bigger via another money market acquisition...
MutualFundWire.com - Friday, July 16, 2010 Views
Schwab's Proprietary Fund and OneSource Assets Fall
The brokerage giant unveils its Q2 results...
MutualFundWire.com - Friday, July 16, 2010 Views
Schwab's Participant Count Stays Steady
The brokerage giant reveals some retirement plan numbers in its Q2 results...
401kWire.com - Friday, July 16, 2010
New York Life Tops a Survey on Service
MassMutual and Hartford make their debuts on a list ranking mid-market providers and their service...
401kWire.com - Friday, July 16, 2010
Legg to Shutter Five WAM Money Funds
Legg Mason will liquidate a handful of money market funds used as sweep accounts by MSSB Reps...
MutualFundWire.com - Friday, July 16, 2010 Views
Less Than One Percent of Primary's Assets Are Still in Reserve
Bruce Bent and co. send another $215 million out to shareholders of the infamous fallen money market fund...
MutualFundWire.com - Friday, July 16, 2010 Views
Credit Suisse to Blend Large Cap Funds
The Swiss-based fund advisor is planning to roll four funds into one...
MutualFundWire.com - Friday, July 16, 2010 Views
Index IQ Renames Three Funds
The changes are intended to clarify the funds' investment strategies...
MutualFundWire.com - Friday, July 16, 2010 Views
Credit Suisse Upgrades Principal's Shares
Credit Suisse upgrades its outlook but lowers its price target based on foreseen falling asset management fee revenue in the face of lower stock values...
MutualFundWire.com - Friday, July 16, 2010 Views
PM Changes at Morgan Stanley, ING and Columbia
Morgan Stanley preps for a PM departure ... ING Van Kampen Comstock names a lead ... Columbia Index Funds PM moves on...
MutualFundWire.com - Friday, July 16, 2010 Views
Schwab Ends Q2 with AUM of $226.6 Billion
Assets are down six percent from end-March...
MutualFundWire.com - Thursday, July 16, 2009 Views
Lack of Shareholder Votes Holds Up a Fund Deal's Close
The deal that would create Corridor Investment Advisors is now seen to close at the end of this month...
MutualFundWire.com - Thursday, July 16, 2009 Views
An Alternatives Manager Anoints a Risk Manager for its Two New Funds
The firm brings on board an Ivy alum for the post...
MutualFundWire.com - Thursday, July 16, 2009 Views
Schwab's YieldPlus Fund Lands Back in Court
The bond fund hasn't seen the end of its legal troubles...
MutualFundWire.com - Thursday, July 16, 2009 Views
A Class Action Firm Targets Target Date Funds
A West Coast law firm specializing in ERISA suits investigates QDIAs at a giant bundled provider, eyeing both fees and performance...
401kWire.com - Thursday, July 16, 2009 - Reader Rating: 2.5
First Merc Rolls Out Education Services
The MassMutual unit unveils participant education services...
401kWire.com - Thursday, July 16, 2009 - Reader Rating: 2
Schwab Execs Say 39 Plans Came Onboard in Q2
Schwab finished the second quarter with a total of 1.49 million participants...
401kWire.com - Thursday, July 16, 2009
401k Stock Drop Suit Doesn't Compute, Says Federal Judge
Updated | Post-backdating scandal, a jumbo plan sponsor with BNY Mellon beats back a class action...
401kWire.com - Thursday, July 16, 2009 - Reader Rating: 3.5
Janus Sets a Price for its Stock Offering
Janus prices a public offering of common stock at $11 a share...
MutualFundWire.com - Thursday, July 16, 2009 Views
Three Leveraged ETF Providers are in Galvin's Sights
The Massachusetts Secretary of State interrogates three niche asset managers...
MutualFundWire.com - Thursday, July 16, 2009 Views
WSJ Notes the Impact of a Popular ETF on Gas Prices
US Commodity Funds LLC's US Natural Gas Fund has yet to secure the SEC's greenlight to issue more shares...
MutualFundWire.com - Thursday, July 16, 2009 Views
Legg Mason Wants to Swap Equity Units for Stock
The Baltimore fund firm seeks to exchange up to 21.85 million, or 95 percent..
MutualFundWire.com - Thursday, July 16, 2009 Views
Small Cap Managers May Sit Tight in Q3 and Q4
The WSJ examines small cap mutual fund strategy...
MutualFundWire.com - Thursday, July 16, 2009 Views
Focus Financial Buys 16th Partner Firm
A West Coast-based TPA aligns with the serial acquirer...
401kWire.com - Wednesday, July 16, 2008 - Reader Rating: 5
No Sale! Thain will Hang onto BlackRock Stake
Did the bond rating agencies play a role in the decision by Merrill to not sell its BlackRock stake? Or, was it tax issues?..
MutualFundWire.com - Wednesday, July 16, 2008 Views - Reader Rating: 5
Pentegra Looks to Seal its First Acquisition
The White Plains, New York-based provider hopes to have a deal in place within the next 30 days, according to the firm's top executive...
401kWire.com - Wednesday, July 16, 2008
SKBA Capital to Sub-Advise New Fund
SKBA Capital has landed a new sub-advising mandate...
MutualFundWire.com - Wednesday, July 16, 2008 Views - Reader Rating: 5
Pali Capital to Launch New Trading Desk
Pali Capital is expanding its New York operations...
MutualFundWire.com - Wednesday, July 16, 2008
Senators Take Aim at the Reserve
After a hearing today on DC participant loans, two Congressmen prepare to unleash legislation that would significantly limit the practice in two ways...
401kWire.com - Wednesday, July 16, 2008
AufWiedersehen, Scudder
DWS Scudder is rebranding again...
MutualFundWire.com - Wednesday, July 16, 2008 Views
Providers Saw as Much as $4 Billion Roll Out Their Door in '07
With not enough attention placed on retention, providers have been largely unsuccessful in preventing assets from walking off when participants retire, according to a consulting firm, which on Wednesday released a study on the subject...
401kWire.com - Wednesday, July 16, 2008
Schwab Launches Plan Consulting Services
UPDATED| The corporate and retirement services unit teamed with another division at the firm to provide plan consulting services...
401kWire.com - Wednesday, July 16, 2008
DoL Listens to Retirement Income Talk
UPDATED | An NRP member and two consulting executives testify Wednesday before part of the ERISA Advisory Council...
401kWire.com - Wednesday, July 16, 2008
WisdomTree Opens Up the Gulf
The New York City-based ETF shop is rolling out a Middle East ETF on Wednesday...
MutualFundWire.com - Wednesday, July 16, 2008 Views
Globe Points Out Three 'Safe' Funds
Which funds will do well in a bear market ... and yes, we are now officially in one. The Boston Globe highlights three funds .....
MutualFundWire.com - Wednesday, July 16, 2008 Views
GM Move May Cause Mutual Funds to Hit the Brakes
GM's Tuesday announcement could prompt some funds to unload their holdings in the struggling auto maker...
MutualFundWire.com - Wednesday, July 16, 2008 Views
WSJ: Prudent Play is Still Costly
Federated paid a steep price to take over the Prudent Bear funds. Still, the bear market bet could pay off...
MutualFundWire.com - Wednesday, July 16, 2008 Views
Scaturro Lands at Goldman
Peter Scaturro, 47, former U.S. Trust Chief Executive, has landed at Goldman Sachs Group as head of its private wealth management business...
MutualFundWire.com - Monday, July 16, 2007 - Reader Rating: 2.33
Pruco to Pay Refund to Investors
The Maine Office of Securities has reached an agreement with Pruco Securities to refund $36,000 to seven investors who paid excessive fees on mutual fund accounts...
MutualFundWire.com - Monday, July 16, 2007
Fidelity Appoints President
The executive who headed Fidelity's retail operation in the late'80s is coming back to the Boston Behemoth, this time as president of FMR Corp...
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 3.18
Fidelity Appoints President
The Boston Behemoth is bringing in a Pru vet to oversee Fidelity Employer Services Company and two other units. ..
401kWire.com - Monday, July 16, 2007
NASD Accepts Amerifund Capital Securities Into It's Ranks
Amerifund Capital Securities, LLC, a subsidiary of Amerifund Capital Group, has received membership approval from the NASD...
MutualFundWire.com - Monday, July 16, 2007 - Reader Rating: 3
Study: Fund Firms Fare Well in Customer Service
Mutual fund firms do a good job of providing assistance to prospective clients, according to a new study by Corporate Insight...
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 3
GCC Securities Completes Prospect Acquisition
GCC Securities Corp., a subsidiary of Galen Capital Corp., has completed its acquisition of Prospect Financial Advisors, LLC...
MutualFundWire.com - Monday, July 16, 2007
Saturna Hires Three
Saturna Capital has added three new members, including a new CFO to its staff...
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 3
SEC Reserve Fund Proposal Comes Under Fire
An SEC proposal to regulate the way brokerages can invest their extra cash is coming under heavy fire from those in the industry...
MutualFundWire.com - Monday, July 16, 2007 - Reader Rating: 4
Delaware Investments Names New Co-Manager for Fund
Stephen J. Czepiel has been named as a co-manager for Delaware Investments Arizona Municipal Income Fund...
MutualFundWire.com - Monday, July 16, 2007 Views
B-Ds Upset with SIFMA Over Florida Fee Increase
Some B-Ds are upset with SIFMA for not doing enough to stop the Florida Securities Dealers Association Inc. of Tallahassee from increasing registration and renewal fees charged to registered reps and investment adviser reps...
MutualFundWire.com - Monday, July 16, 2007
New Publication from T. Rowe Targets New Investors
The Baltimore, Maryland-based asset manager has rolled out a free publication aimed at new and less-experienced investors...
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 5
Edward Jones Settles for $75 Million
Edward Jones will shell out $75 million to settle regulatory allegations it failed to adequately disclose revenue sharing within its Preferred Mutual Fund Family program. ..
MutualFundWire.com - Monday, July 16, 2007 - Reader Rating: 1.77
Lincoln Exec Gets Expanded Role
The executive in charge of distribution for Lincoln's retirement and executive benefits businesses has gotten additional responsibilities...
401kWire.com - Monday, July 16, 2007 - Reader Rating: 5
Online Brokers Expect to Post Double-Digit Profits for Q2
The surging markets are expected to boost the earnings of online brokers, leading them to post double digit profits for the second quarter...
MutualFundWire.com - Monday, July 16, 2007 - Reader Rating: 2.83
UPDATE 2: Keystone State Provider Adds Genworth Retirement Income Product
The partnership gains the GE spinoff's product access to 180,000 DC participants and over $7 billion in assets. ..
401kWire.com - Monday, July 16, 2007 - Reader Rating: 3
Transamerica Partners With Wirehouse
The deal gives the Golden State provider distribution access through over 8,000 advisors. ..
401kWire.com - Monday, July 16, 2007
Tar Heel State Provider Offers Access to Annuity Marketplace
The provider has linked up with Hueler Companies to give participants access to the latter's annuity program...
401kWire.com - Monday, July 16, 2007
SurePayroll Launches Private-Label DC Product
In May the online payroll provider revealed its intention to launch a 401k platform, and now that platform is officially here. ..
401kWire.com - Monday, July 16, 2007 - Reader Rating: 5
Payden & Rygel Taps Fellow Californian To Subadvise Target-Date Funds
LA-based Payden & Rygel has rolled out four target-date funds subadvised by another California-based firm...
MutualFundWire.com - Monday, July 16, 2007 Views
Who's Up Next At Fidelity?
Ned Johnson has a succession plan ... but what is it, and will it be implemented anytime soon? ..
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 3
Fund Firms' Stocks Outshine Mutual Funds
Stocks of asset management firms have yielded better returns over the long run than mutual funds. ..
MutualFundWire.com - Monday, July 16, 2007 Views - Reader Rating: 2.56
A Letter From Our Editor
BDInsider is the first news service exclusively for broker-dealer insiders! Thank you for taking the time to stop by...
MutualFundWire.com - Sunday, July 16, 2006
Top Brass Leave AIM, Invesco
Executives in operating, sales and portfolio management leave the AMVESCAP subsidiaries...
MutualFundWire.com - Friday, July 16, 2004
Southern Co. Faces Stock Suit
The firm is in trouble for giving employees stock in a company that subsequently went backrupt...
401kWire.com - Friday, July 16, 2004
Wendys Names New Plan Head
The number three fast food firm named a treasurer. He will oversee the 401k and DB plans...
401kWire.com - Friday, July 16, 2004 - Reader Rating: 3
Searches Reported This Week
New York company seeks bundled provider, more firms seek replacement for Fidelity Low-Priced Stock fund...
401kWire.com - Friday, July 16, 2004
Midwest Bank Goes Shopping for Asset Manager
National City eyes acquisition of small asset manager; plans for expansion of money management business...
MutualFundWire.com - Friday, July 16, 2004 Views - Reader Rating: 4
Armada Takes on Riverfront Funds
The National City fund group boosts its mutual fund assets by $300 million...
MutualFundWire.com - Friday, July 16, 2004 Views
Does Gabelli Do Windows? Mario and Bill G in Talks
The asset manager is trying to keep Bill Gates from converting debt into a six percent stake in the company...
MutualFundWire.com - Friday, July 16, 2004 Views
Feds Take Closer Look at Pimco-NJ Settlement
The SEC is taking a look at the settlement deal between Allianz Dresdner and New Jersey regulators...
MutualFundWire.com - Friday, July 16, 2004
Riggs - PNC Deal is No News for Funds
The latest bank deal does not affect the fund world...
MutualFundWire.com - Friday, July 16, 2004 Views - Reader Rating: 4
Riggs Inks Deal to Sell
PNC Financial Services Group is buying the Washington, D.C.-based banking asset company...
401kWire.com - Friday, July 16, 2004
US Global Goes Global
The San Antonio-based fund firm launches an emerging markets fund...
MutualFundWire.com - Friday, July 16, 2004 Views
E*Trade Supermarket to Offer Cash Back
Your grocer will not be the only supermarket that pays you rewards if the discount broker puts its plan into action...
MutualFundWire.com - Wednesday, July 16, 2003 Views
Federal Judge Grants Class Action Against Morgan Stanley
This time the issue is whether the broker properly value assets or overcharged investors...
MutualFundWire.com - Wednesday, July 16, 2003 Views
Cerulli Vet Joins Web Advisor
The former director of consulting at Cerulli takes a marketing post with a West Coast Internet advisor...
401kWire.com - Wednesday, July 16, 2003 - Reader Rating: 4
Northern Trust Closes Books on Retirement Unit with a Loss
Northern Trust realized a loss of more than $20 million when it sold its retirement unit to Hewitt Associates...
401kWire.com - Wednesday, July 16, 2003 - Reader Rating: 2.67
Ohio Sponsor Hooks Up with New Vendor
The Cincinnati-based fastener maker has tapped a local bank to replace a TPA...
401kWire.com - Wednesday, July 16, 2003
Fido Manager to Leave
David Glancy is leaving Fidelity say news reports...
MutualFundWire.com - Wednesday, July 16, 2003 Views
Alexander Key Taps Thomson
The broker hops upon a new investment advice platform...
MutualFundWire.com - Tuesday, July 16, 2002
Invesco Taps JPMorgan
The alliance will be for the broker review process...
MutualFundWire.com - Tuesday, July 16, 2002 Views
Fido Tacking in Ad Strategy
The Boston Behemoth will emphasize styles, not funds, to build relationships with investors...
MutualFundWire.com - Tuesday, July 16, 2002 Views - Reader Rating: 3
Up, Up, And Away
Sub-advised fund assets continue to accelerate, according to FRC. What does the future hold for that arena?..
MutualFundWire.com - Tuesday, July 16, 2002 Views
Mellon Shy by a Penny
The firm sees its AUM drop $22 billion. Fund margins contract...
MutualFundWire.com - Tuesday, July 16, 2002 Views
First Up Meets the Mark
After reporting Q2 earnings, Nuveen executives reveal plans to grow its assets in the face of a tough market for growth managers...
MutualFundWire.com - Tuesday, July 16, 2002 Views
Diversified Spiffs up Web
The provider is encouraging advisors to become partners...
401kWire.com - Tuesday, July 16, 2002
Educator Intros Rollover Guide
The educator is offering a rollover guide and Web tools to help out participants...
401kWire.com - Tuesday, July 16, 2002
Northern Trust Miscues Cost
A pair of processing mistakes was costly to Northern Trust in the second quarter...
401kWire.com - Tuesday, July 16, 2002
Fido Adds to NetBenefits
The dotcom bubble may have burst, but Fidelity is still grinding out upgrades to its Web services...
401kWire.com - Tuesday, July 16, 2002
Moving on Up at A.G. Edwards
An exec moves up the sales and marketing ladder at the firm...
MutualFundWire.com - Tuesday, July 16, 2002 Views
New Booklet for SRI
SRI World Group offers educational material for investors...
MutualFundWire.com - Tuesday, July 16, 2002 Views
Citizens Takes Action
In a follow-up to our story yesterday about Coca-Cola and its decision to expense options, the MFWire spoke with Diane South, director of social research at the fund firm...
MutualFundWire.com - Tuesday, July 16, 2002 Views
The Tortoise and the Hare
Which would out-perform the other? Growth or value?..
MutualFundWire.com - Tuesday, July 16, 2002 Views
Tapped by Hancock
There is a new mid cap growth manager at the firm...
MutualFundWire.com - Tuesday, July 16, 2002 Views
American Skandia Drops Janus
The insurer has dropped Janus as subadvisor to its small cap portfolios, citing performance and personnel changes. ..
MutualFundWire.com - Monday, July 16, 2001 - Reader Rating: 3
Touchstone Swaps Horses
The firm has replaced David L. Babson as subadvisor for its small cap fund. ..
MutualFundWire.com - Monday, July 16, 2001 Views - Reader Rating: 3
Principal Head Switch
The firm has named a new head for its retirement operations...
401kWire.com - Monday, July 16, 2001 - Reader Rating: 3
Mutuals.com Throws Hat in Ring
The broker-dealer has a new fund family targeting the small plan 401k retirement market...
MutualFundWire.com - Monday, July 16, 2001 - Reader Rating: 3
mPower's New Dance Partner
The advice provider has a new alliance with a vendor...
401kWire.com - Monday, July 16, 2001 - Reader Rating: 3
BlackRock Wants to be a Buyer
Davis combo will create jumbo fund ... BlackRock on acquisition trail ... Indian fund has limited reopening ... Survey says 401ks are tops ... Deutsche CFO Lands at NYLIM ... Reams upgrades ... Manulife on top of 401k ... Expanded relationship ... T. Rowe adds site ... Value Line earnings ... Wilmington Trust grows...
MutualFundWire.com - Monday, July 16, 2001 - Reader Rating: 3
401ks Best Savings Tool Say Americans
Survey says 401ks are tops ... Manulife on top of 401k ... Deutsche CFO Lands at NYLIM ... Davis combo will create jumbo fund ... BlackRock on acquisition trail ... Indian fund has limited reopening ... Reams upgrades ... Expanded relationship ... T. Rowe adds site ... Value Line earnings ... Wilmington Trust grows...
401kWire.com - Monday, July 16, 2001 - Reader Rating: 3
Advisor Tools Gets Visa
Wiesenberger has partnered with the Financial Times for an international investment view on funds. ..
MutualFundWire.com - Monday, July 16, 2001 - Reader Rating: 3
New Online Services
Yet another vendor drives onto the information superhighway...
401kWire.com - Monday, July 16, 2001 - Reader Rating: 3
Week of July 16, 1999
RFP Roundup

The 401kWire.com takes its Friday look at the week in searches...
401kWire.com - Friday, July 16, 1999 - Reader Rating: 3
Labor Department Creates 401k Disclosure Form
Document designed to help small businesses compare 401(k) plan costs...
401kWire.com - Friday, July 16, 1999 - Reader Rating: 3
E*Trade Adds ProFunds to Supermarket
E*Trade has added eight ProFunds to its supermarket, available on an NTF basis for the rest of the year...
MutualFundWire.com - Friday, July 16, 1999 - Reader Rating: 3
Strategic Value Rejects Investec Bid
The Canadian mutual fund company has rejected a $3.30-a-share takeover bid from South Africa's Investec Group...
MutualFundWire.com - Friday, July 16, 1999 - Reader Rating: 3
Advice Now Available on Quicken
Intuit and TeamVest have formed an alliance to offer 401k participants advice over the Internet...
401kWire.com - Friday, July 16, 1999 - Reader Rating: 3
Mackenzie U.S. Head Resigns
The president and ceo of the Ivy Funds' advisor, Mackenzie Investment Management, has left the company -- his position will be taken by the former coo...
MutualFundWire.com - Friday, July 16, 1999 - Reader Rating: 3
Odd Lots, July 16, 1999
Magellan drops two big name stocks ... Shareholders at Fidelity go to the voting booth again ... Fund managers take the middle road ... Aged TV stars market retirement...
MutualFundWire.com - Friday, July 16, 1999 - Reader Rating: 3
The Art of the Internet
By the middle of the second day at IBC's conference Designing and Marketing 401(k) Education and Communication Programs, the focus turned toward the Internet and how it can be effectively utilized as a pedagogical tool...
401kWire.com - Thursday, July 16, 1998 - Reader Rating: 3
Chiquita Bundles with Putnam
Cincinnati, OH-based Chiquita Brands International (NYSE: CQB) has tapped Putnam Investments to be the bundled provider of its 401(k) plan, Dan Kilcullen, managing director of the defined contribution area at Putnam, told the 401kWire. The plan has $55 million in assets (with $20 million in company stock) and close to 1,000 participants...
401kWire.com - Thursday, July 16, 1998 - Reader Rating: 3
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