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News Stories Archives - Since 1998
Smith Capital Welcomes a Morgan Stanley Alum After a 10 year career at Morgan Stanley, he takes on a role as a senior advisor... MutualFundWire.com - Monday, August 12, 2019
One Fund Firm's Inflows Fall $38B In a Month The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, August 12, 2019
A Provider's New Chief Aims Upmarket 401kWire chats with the freshly appointed head of a $145-billion AUA retirement plan business... 401kWire.com - Monday, August 12, 2019
Lawyers Attack a $10B 401k Over TDF Performance Class-action attorneys file suit against a plan sponsor outside Chicago... 401kWire.com - Monday, August 12, 2019 - Reader Rating: 5
Near Phoenix, Ascensus Buys Again The deal brings the provider's TPA arm a second office in the Grand Canyon State... 401kWire.com - Monday, August 12, 2019
Week In Preview, August 12-18 This week the teams at ABC Chicago and Broadridge will host events... 401kWire.com - Monday, August 12, 2019
Week In Preview, August 12-18 This week the team at LPL will kick off a giant event... MutualFundWire.com - Monday, August 12, 2019
Post-Legg, What's Next For Bill Miller's Team? MFWire talks with the president of the value PM's soon-to-be-independent boutique... MutualFundWire.com - Friday, August 12, 2016
More Than 750 Retirement Folks are Headed to Colorado The Matrix Get Connected Conference is back!.. 401kWire.com - Friday, August 12, 2016 - Reader Rating: 4
89 Percent of Gen Z'ers are Optimistic About Their Financial Future Meanwhile, seven percent of Gen Z'ers are invested in the financial markets. .. 401kWire.com - Friday, August 12, 2016
The ERISA Advisory Council Will Gather to Tackle Cybersecurity And More On August 23-25, the ERISA Advisory Council will gather at the U.S Department of Labor Headquarters to..... 401kWire.com - Friday, August 12, 2016
Schlichter Attacks Another Three Major Universities Three schools East of the Mississippi have been named defendants in separate class-action lawsuits tied to alleged excessive fees in their retirement plans. .. 401kWire.com - Friday, August 12, 2016 - Reader Rating: 5
A 16-Year Natixis-Affiliated PM Dies The real-estate-investing veteran had PMed a mutual fund for the past decade... MutualFundWire.com - Friday, August 12, 2016
A Marketing Shop Narrows Its $592MM 401k Consultant Search A Simi Valley, California-based marketing shop has announced its finalists... 401kWire.com - Friday, August 12, 2016 - Reader Rating: 5
Fidelity Proposes Its Own ETF-Like Structure For Active Investing The Boston Behemoth files to create ETAFs... MutualFundWire.com - Friday, August 12, 2016
Recap: DoL Fiduciary Hearing Day 3 Sparks were flying..... 401kWire.com - Wednesday, August 12, 2015
Empower's Murphy Speaks at Fiduciary Rule Hearing Murphy points to Empower data to support his fiduciary rule arguments. .. 401kWire.com - Wednesday, August 12, 2015 - Reader Rating: 4.75
Which ESG Shops Killed It For the Past 10 Years? With help from the folks at M*, MFWire looks at where these niche dollars have been flowing in the mutual fund world... MutualFundWire.com - Wednesday, August 12, 2015
These PE-Backed Folks Want to Invest In More Fund Firms They're about to pull the trigger on one deal, and they're looking for more... MutualFundWire.com - Wednesday, August 12, 2015
EBSApocalypse Part IV Preview The final panelists will have their say..... 401kWire.com - Wednesday, August 12, 2015
The Backstory: Who's Purchasing SunGard Anyway? Let's welcome Fidelity National Information Systems to the defined contribution system... 401kWire.com - Wednesday, August 12, 2015 - Reader Rating: 2
Where Will Cisco Go? Updated \| Cisco Systems, Inc. has approximately $9 billion in assets, but will it change its RKer?.. 401kWire.com - Wednesday, August 12, 2015 - Reader Rating: 2.33
Live Blog: Day Three of the Fiduciary Reg Hearings The hearings keep chugging along..... 401kWire.com - Wednesday, August 12, 2015 - Reader Rating: 5
SunGard Sells Instead of Going Public The deal involves the entirety of the software giant, including its retirement plan recordkeeping software business... 401kWire.com - Wednesday, August 12, 2015 - Reader Rating: 4.2
Are You the $3B Missing Piece For This Banking Giant? Top dogs at two big foreign financial services players are making noises about buying in the U.S. asset management business. What's the deal?.. MutualFundWire.com - Wednesday, August 12, 2015
LPL San Diego: Bob and Lee Woodruff Talk Humor, Love and War Coverage Former ABC News co-anchor Bob Woodruff and his wife Lee talk about the challenges and triumphs of marriage during his career as a journalist... MutualFundWire.com - Tuesday, August 12, 2014
LPL San Diego Day 2: Where Are You in the Innovation Wave? LPL executives discussed the importance of advisor panels, compliance initiatives, and the waves of innovation in the American economy... MutualFundWire.com - Tuesday, August 12, 2014
DC Plan Participants Are "Building Their Nest Eggs" Investment Company Institute's (ICI) Rker data shows that more DC plan participants are taking action when it comes to retirement..... 401kWire.com - Tuesday, August 12, 2014
43 Percent of Workers Want a Higher 401k Match Fido's survey shows that 43 percent of workers are more likely to agree to a lower paying position if it offers a higher 401(k) contribution match..... 401kWire.com - Tuesday, August 12, 2014 - Reader Rating: 5
A Georgia 401k RIA Aligns With NFP A Georgia-based retirement 401(k) RIA changed B-D's..... 401kWire.com - Tuesday, August 12, 2014 - Reader Rating: 2
Should the SEC Aid the Vanguard Whistleblower? Low cost giant is seeking return of confidential documents possessed by former in-house attorney who alleges that Vanguard is a billion dollar tax-evader. The whistleblower is now seeking SEC aid in the matter. .. MutualFundWire.com - Tuesday, August 12, 2014
Rekenthaler Comes to 401k's Defense The M* guru takes apart a 401k critic's argument, piece by piece... MutualFundWire.com - Monday, August 12, 2013
Invesco Reboots a Pair of Quant Funds Tease: Invesco Quantitative Strategies team will manage two Invesco funds, which have been reorganized into low volatility funds. .. MutualFundWire.com - Monday, August 12, 2013
U.S. Global Investors Delays Institutional Shares of Two Funds U.S. Global Investors Funds [profile] has filed a notice that says the institutional class shares of the Gold and Precious Metals and Emerging Europe Funds have not commenced operations and a subsequent notice will alert potential investors when they open. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
Van Eck Puts Another Market Vectors ETF in the Pipeline Van Eck's Market Vectors ETFs [profile] has filed plans for its Emerging Markets Short-Term Corporate Bond ETF. The fund seeks to replicate the price and yield performance of the BofA Merrill Lynch 0-5 Year U.S. Emerging Markets Liquid Corporate Plus Index. The fund will be PMed by Michael F. Mazier and Francis G. Rodilosso. [SEC Filing]. .. MutualFundWire.com - Monday, August 12, 2013
T. Rowe Rebrands a Sector Stock Fund T. Rowe Price [profile] has renamed an investment option from T. Rowe Price Equity Series, Inc. � T. Rowe Price Health Sciences Fund to T. Rowe Price Equity Series, Inc. � T. Rowe Price Health Sciences Portfolio. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
A New Sub-Advisor Explores for a Vanguard Fund Vanguard [profile] has added Stephens Investment Management Group, LLC as an advisor to the Vanguard Explorer Fund. Stephens Investment Management Group, LLC joined six other investment advisors which each independently select and maintain a portfolio of common stocks for the fund. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
The Forensic Accounting ETF Adjusts to a New Index Schedule The Exchange Traded Concepts Trust has revised the prospectus and SAI of the Forensic Accounting ETF. Because the fund invests at least 80 percent of its total assets in the securities of the Del Vecchio Earnings Quality Index, an index which has recently been reconstituted on a calendar quarter basis instead of monthly, the fund has been amended to follow this index change. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
AmericaFirst Will Launch a New Fund AmericaFirst Capital Management [profile] has filed for a new fund called AmericaFirst Seasonal Trends Fund. The fund's investment objective is that it seeks to achieve capital appreciation. The fund will be advised by AmericaFirst and PMed by Rick Gonsalves.[SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
OpFunds Adjusts Six Funds OppenheimerFunds [profile] has revised the prospectuses of its Oppenheimer Diversified Alternatives Fund, Oppenheimer International Diversified Fund, Oppenheimer Portfolio Series Active Allocation Fund, Oppenheimer Portfolio Series Conservative Investor Fund, Oppenheimer Portfolio Series Equity Investor Fund, and Oppenheimer Portfolio Series Moderate Investor Fund. The sections titled �Portfolio Proxy Voting� in each prospectus is replaced in its entirety. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
Westchester Preps an Event-Driven Fund Westchester Capital [profile] has filed for its WCM Alternatives: Event-Driven Fund. The goal of the fund is to provide attractive risk-adjusted returns with minimal volatility. [SEC Filing]... MutualFundWire.com - Monday, August 12, 2013
Delaware Updates 12 Muni Funds Delaware Investments [profile] has revised the fund prospectuses of its Delaware Tax-Free USA Fund, Delaware Tax-Free USA Intermediate Fund, Delaware National High-Yield Municipal Bond Fund, Delaware Tax-Free Arizona Fund, , Delaware Minnesota High-Yield Municipal Bond Fund, Delaware Tax-Free California Fund, Delaware Tax-Free Idaho Fund, Delaware Tax-Free New York Fund, Delaware Tax-Free Colorado Fund, Delaware Tax-Free Minnesota Fund, Delaware Tax-Free Pennsylvania Fund and added additional information under the �Insurance� sections [SEC Filing I]. [SEC Filing II]... MutualFundWire.com - Monday, August 12, 2013
A Mutual Fund Industry Watcher Picks Apart Salon's Attack on 401ks John Rekenthaler tackles the critique in his latest Morningstar column... 401kWire.com - Monday, August 12, 2013
Nearly 40 Percent of Plan Sponsors Are Unsatisified With Their Advisors Fidelity releases the results of its annual Plan Sponsor Attitudes survey... 401kWire.com - Monday, August 12, 2013 - Reader Rating: 4
60 Percent of Affluent Investors Know What an Index Fund Does A John Hancock survey shows that few investors scored well on an investment literacy quiz, and most actually performed badly.. MutualFundWire.com - Monday, August 12, 2013
Vanguard Adds a Seventh Sub-Advisor to an $11.4B Fund Stephens Investment Management Group is the seventh and newest investment advisor to the Vanguard Explorer Fund... MutualFundWire.com - Monday, August 12, 2013
WSJ Follows the Fiduciary Definition Fight The national paper focuses in particular on Borzi's aim to extend fiduciary status to all advisors who work with IRAs... 401kWire.com - Monday, August 12, 2013 - Reader Rating: 5
Legg Mason's AUM Rises 1.8 Percent The Maryland-based mutual fund giant reveals its AUM for the end of last month... MutualFundWire.com - Monday, August 12, 2013
Graff Takes the Fight to the Dean of Yale Law School The ASPPA and NAPA chief writes to the boss of the professor whose letters caused a stir in the 401k industry this summer... 401kWire.com - Monday, August 12, 2013 - Reader Rating: 3.5
Discount Broker Fund Distribution Jumps 27 Percent Access Data information shows 23 percent growth across all third-party, long-term mutual fund distribution channels... MutualFundWire.com - Monday, August 12, 2013
Lincoln Financial Wins a Blood Bank The mandate includes a 401a and a 403b with nearly 3,000 participants combined... 401kWire.com - Monday, August 12, 2013
AllianceBernstein's AUM Rises Despite Outflows The New York City-based mutual fund shop releases an AUM update for July... MutualFundWire.com - Monday, August 12, 2013
Goldman, J.P. Morgan and Schwab Back Prime Money Fund Reform; Vanguard Gets Out of the Way The WSJ details the continued debate over floating NAVs for money market mutual funds... MutualFundWire.com - Monday, August 12, 2013
Forbes Profiles a Moral Fund Socially responsible investment team looks at fundamentals, and morals... MutualFundWire.com - Monday, August 12, 2013
Here's Why Trian Likes Legg Better than Pimco ValueWalk obtains letter from activist hedge fund outlining its opinions on both asset managers. What's next for Legg?.. MutualFundWire.com - Monday, August 12, 2013 - Reader Rating: 5
Ned Johnson Loses His Tomatoes Bug scourge afflicts a Fido farm. No, seriously... MutualFundWire.com - Monday, August 12, 2013
Larry Fink Meets with Obama The BlackRock CEO was reportedly among the business leaders that sat down with the President on Friday... MutualFundWire.com - Friday, August 12, 2011 - Reader Rating: 4
Guggenheim Prepares to Open a $166M Fund The parent of Rydex and Security Benefit wants to convert a former Claymore closed-end fund... MutualFundWire.com - Friday, August 12, 2011
Bents Asks a Judge to Toss the SEC's Reserve Lawsuit Nearly three years have passed since the Reserve Primary money market fund collapsed... MutualFundWire.com - Friday, August 12, 2011 - Reader Rating: 5
Diversified Racks Up $4.6 Billion in Sales The Harrison, New York-based plan provider is having its best sales year ever, according to Joe Masterson... 401kWire.com - Friday, August 12, 2011 - Reader Rating: 2
Wilmington Snags Two NADART Vets The trust company is targeting auto industry plan sponsors with the help of its latest hires... 401kWire.com - Friday, August 12, 2011
Schwab Adds Participants in July Schwab officials release their latest monthly activity highlights report... 401kWire.com - Friday, August 12, 2011
Boyle Says Hancock's Retirement Sales Fell a Little Short James Boyle explains the unit's uphill climb in the retirement space... 401kWire.com - Friday, August 12, 2011 - Reader Rating: 4.5
The WSJ Bashes the DoL's Fiduciary Proposal The national paper joins the chorus of those attacking 'Borzi and her bureaucratic minions.'.. 401kWire.com - Friday, August 12, 2011 - Reader Rating: 4
Jeffrey Gundlach Takes the Witness Stand The mortgage-backed securities investing guru and DoubleLine chief took the stand yesterday in his courtroom battle with his former employers, and he will return to the stand on Monday... MutualFundWire.com - Friday, August 12, 2011
An Ex-Van Kampen CEO Takes the Top Job at Security Benefit The former Van Kampen president and CEO will become the top executive at Security Benefit next month... MutualFundWire.com - Friday, August 12, 2011
Fidelity Showcases its Gridiron Grit The Boston Behemoth inks a sponsorship deal with the National Football Foundation... 401kWire.com - Friday, August 12, 2011
Transamerica Snags an M&I Vet The M&I veteran takes on the role of vice president of business development... 401kWire.com - Thursday, August 12, 2010
The $16.5 Million Caterpillar Settlement Clears its Final Hurdle A federal judge orders the distribution of the money to start within 15 days... 401kWire.com - Thursday, August 12, 2010
How Poised is Your Firm for Growth? SimCorp unveils a free tool for mutual fund firms... MutualFundWire.com - Thursday, August 12, 2010 - Reader Rating: 5
Chepenik Promotes Two and Plans an Expansion The NRP advisor elevates two members of his team... 401kWire.com - Thursday, August 12, 2010 - Reader Rating: 1
The Principal Ramps Up Its Charlotte Office The Des Moines-based RKer shows some southern hospitality to a new wholesaler. .. 401kWire.com - Thursday, August 12, 2010
Matthews Gives its Online Home a Makeover The San Francisco firm unveiled its revamped Web site today... MutualFundWire.com - Thursday, August 12, 2010
Hartford Officially Announces Sanderson's Appointment The insurer taps its one of its own to fill the post vacated by Mark Scalercio, who is now with Axa... 401kWire.com - Thursday, August 12, 2010
Hancock Hires Western Regional Wholesalers The Manulife unit is boosting its presence on the West Coast with a pair of hires.. 401kWire.com - Thursday, August 12, 2010
Vanguard Tells Axa Rosenberg to Pack Up The Axa-owned investment manager gets bad news for the second time this week... MutualFundWire.com - Thursday, August 12, 2010
An ING Alum Brings in a New RPAG Practice A financial services firm out west hires a 401k veteran to lead it into the retirement plan promised land... 401kWire.com - Thursday, August 12, 2010
Asset Managers Ponder High-Frequency Trading, Post-Flash Crash The May 6 selloff continues to provoke debate... MutualFundWire.com - Thursday, August 12, 2010
Fetting Sees Legg Mason on the Cusp The Legg Mason CEO tells the WSJ that the job is not done, but the turnaround is on the verge of being a success... MutualFundWire.com - Thursday, August 12, 2010 - Reader Rating: 1
Columbia to Swallow a RiverSource Closed-Ender One open-end fund buys another closed-end fund.. MutualFundWire.com - Thursday, August 12, 2010
Money Still Pours Into Bond Funds and Out of Stock Ones Morningstar releases its mutual fund flow data for July... MutualFundWire.com - Thursday, August 12, 2010 - Reader Rating: 4
A Senior Exec Follows Black Out Janus' Door The executive is reportedly leaving next month... MutualFundWire.com - Wednesday, August 12, 2009
Putnam Says it Lined Up More than Half a Billion Dollars of Commitments in the Past Month Ed Murphy talks to The 401kWire about client commitments and what's next for Putnam... 401kWire.com - Wednesday, August 12, 2009 - Reader Rating: 4.2
Ivy Funds Reorgs its Sales Team Tom Butch has made changes in the organizational structure of Ivy's sales team... MutualFundWire.com - Wednesday, August 12, 2009 - Reader Rating: 5
Participants Text Principal Updated \| Principal adds Web 2.0 access for DC participants... 401kWire.com - Wednesday, August 12, 2009
ING's Fund Assets Rise Slightly The Dutch insurer unveils its second quarter results... MutualFundWire.com - Wednesday, August 12, 2009 - Reader Rating: 5
Nelson Expands Great-West's Internal Sales Team Updated \| Eight new wholesalers join the ranks of the Colorado-based plan provider... 401kWire.com - Wednesday, August 12, 2009 - Reader Rating: 5
Amid a Possible Takeover, a Southern Bank Faces 401k Stock Drop Flak The second-largest bank in Alabama faces stumbles over yet another roadblock amid speculation of an FDIC takeover... 401kWire.com - Wednesday, August 12, 2009 - Reader Rating: 4
Vanguard Preps Targeted Bond Funds The indexing giant plans to bring seven new funds to the table... MutualFundWire.com - Wednesday, August 12, 2009
Participant Balances at Fidelity Paced the Stock Market in Q2 The Boston Behemoth provides its latest quarterly glimpse at the behavior of its 11.2 million DC participants... 401kWire.com - Wednesday, August 12, 2009
MassMutual Cuts 100 More Jobs Updated \| The Massachusetts insurer suffers another round of layoffs this week... 401kWire.com - Wednesday, August 12, 2009 - Reader Rating: 2.17
Pimco Looks to Add Managers, Expand its Offerings A recent article looks at the future of the bond fund giant... MutualFundWire.com - Wednesday, August 12, 2009
Another Class Action Firm Sues Over the Same ProShares ETF A leveraged index exchanged-traded fund draws more legal ire... MutualFundWire.com - Wednesday, August 12, 2009
BNY Mellon Gains Insight BNY Mellon's Ron Hanley seals the deal for 235 million pounds... MutualFundWire.com - Wednesday, August 12, 2009
Am Century, Fido, OppFunds and T. Rowe Get Props for their Websites A new report examines whether mutual fund websites are helpful to investors... MutualFundWire.com - Wednesday, August 12, 2009 - Reader Rating: 5
A New Plan Sponsor Group Examines Fee Disclosure UPDATED \| A group of firms blessed by CEFEX gathers together employers to consider the implications of changing disclosure in the DC space... 401kWire.com - Tuesday, August 12, 2008
USAA Funds is Expanding its Investor Base The company is adding to the list of those eligible for membership... MutualFundWire.com - Tuesday, August 12, 2008
A Missouri TPA Tops Small-Market Rankings A newcomer on the 401kExchange list debuts at No. 1 in the $1 million to $10 million category... 401kWire.com - Tuesday, August 12, 2008 - Reader Rating: 3.5
RIA Firm Uses ETFs in New Strategy Curian Capital is using ETFs in its new tax-exempt strategy... MutualFundWire.com - Tuesday, August 12, 2008
DC Marketer Pools His Online Efforts and Adds Some Laughs An industry veteran ties several of his websites together while throwing in a little levity. More changes are coming... 401kWire.com - Tuesday, August 12, 2008
Newport Works on Adding Alliance Partners The plan provider is in the final stages of discussions with at least two firms, according to a senior executive... 401kWire.com - Tuesday, August 12, 2008 - Reader Rating: 3
UBS Makes a Big Split UBS has made a big decision regarding its investment banking and wealth management units... MutualFundWire.com - Tuesday, August 12, 2008
White Horse Alum Takes a Top Sales Post A familiar face joins the new advisory firm founded by Al Otto... 401kWire.com - Tuesday, August 12, 2008
A DB Unit Partners Up to Boost Transparency of Money Fund Reporting Deutsche Bank's global institutional asset management unit has tapped a partner in an effort to increase transparency of its money market fund reporting... MutualFundWire.com - Tuesday, August 12, 2008
Zacks Shifts into Neutral Zacks Investment Management has launched a new fund. .. MutualFundWire.com - Tuesday, August 12, 2008
Are Closed-Enders Feeling a Twinge of Regret? Those tracking the closed-end community would find Tuesday's Wall Street Journal Fund Track of interest... MutualFundWire.com - Tuesday, August 12, 2008
American Funds Business Gets a Once-Over A feature story Tuesday looks at the firm's inner workings... MutualFundWire.com - Tuesday, August 12, 2008
Paychex Bundles 401k and HR The new package offering also adds flexible spending account capability... 401kWire.com - Friday, August 12, 2005
Magellan in Troubled Waters At least two sponsors have dropped the fund in recent months... 401kWire.com - Friday, August 12, 2005
Whither Cody? Is the ExpertPlan founder going somewhere?.. 401kWire.com - Friday, August 12, 2005 - Reader Rating: 5
Big Blue Tweaks Plan The company adds an automatic feature to its 401k plan... 401kWire.com - Friday, August 12, 2005
Schwab Launches Ready-to-Go SMAs The discount broker launches a third SMA platform ..... MutualFundWire.com - Friday, August 12, 2005
Feds May Pursue Civil Charge Against Fidelity The SEC's ongoing investigation at Fidelity over gift-giving and entertainment may result in a civil fraud charge ..... MutualFundWire.com - Friday, August 12, 2005
Cali Bank Hires Group Exec Robert Byrd has taken the reigns of City National Bank's Wealth Management Services group, which includes asset management, broker-dealer and trust services ..... MutualFundWire.com - Friday, August 12, 2005
Wholesaler Joins Phoenix Funds The Phoenix Companies has brought on Matthew Schleichkorn as a wholesaler for the Los Angeles region ..... MutualFundWire.com - Friday, August 12, 2005
Morgan Begins Firing Brokers Morgan Stanley has starting cutting underperforming brokers from its rolls ..... MutualFundWire.com - Friday, August 12, 2005
Pru Fund Group to Offer R-Shares JennisonDryden plans to offer R-shares on a select group of funds... 401kWire.com - Thursday, August 12, 2004
Pioneer, Ibbotson Team for Asset Allocation Funds Pioneer will market and distribute the three funds... MutualFundWire.com - Thursday, August 12, 2004
Artful Play by Alternative Firm Will it be Google or Gauguin?.. MutualFundWire.com - Thursday, August 12, 2004
Hello, Demand? Supply, Here... One man tries to break into the independent director business... MutualFundWire.com - Thursday, August 12, 2004 - Reader Rating: 2.33
Bowne Teams Up With RIA for Retirement Content Bowne is integrating retirement education components into its document management and creation products... 401kWire.com - Thursday, August 12, 2004 - Reader Rating: 2
CitiStreet Wins Large Retailer The win brings CitiStreet more than $300 million in assets... 401kWire.com - Thursday, August 12, 2004 - Reader Rating: 4
TAs Launch Compliance Tool DST and Boston Financial will provide the service to their existing mutual fund clients... MutualFundWire.com - Thursday, August 12, 2004
ManuLife Ties VAs and College Savings The insurer is the exclusive VA partner of SAGE... MutualFundWire.com - Tuesday, August 12, 2003
Franklin Wins Chinese OK The fund firm is one step closer to launching a Chinese venture... MutualFundWire.com - Tuesday, August 12, 2003
Betting Against Bonds Barclays and Rydex gain as investors bet against bonds... MutualFundWire.com - Tuesday, August 12, 2003
Matrix Reports The bank says its investment clearing and settling is paying off... 401kWire.com - Tuesday, August 12, 2003 - Reader Rating: 3.8
Maryland Eliminates Match The state expects to save $20 million annually through the move... 401kWire.com - Tuesday, August 12, 2003 - Reader Rating: 4
Americans Increasing Discouraged About Retirement The confidence Americans have in their ability to save for retirement is falling. Does that make this a good time to lend a hand?.. 401kWire.com - Tuesday, August 12, 2003 - Reader Rating: 3.8
ABC Policy Slot Opens The retirement policy veep for the trade group is heading for private practice in the Fall... 401kWire.com - Monday, August 12, 2002
Marketers Make Move A Boston firm adds to it team... MutualFundWire.com - Monday, August 12, 2002
Fido Rumors Fly There is a lot of talk revolving around Fidelity about possible layoffs at the firm... MutualFundWire.com - Monday, August 12, 2002
Providers Get Direct Path to Aggregator Yodlee has cut a deal with a middleware firm that may cut down Web site bog downs created by scraping... 401kWire.com - Monday, August 12, 2002
Amex Goes Back to Basics The firm is offering Web-based education intended to shore up participant financial skills... 401kWire.com - Monday, August 12, 2002
Merrill: An Insider Sale? The broker is selling its stock. Why now?.. MutualFundWire.com - Monday, August 12, 2002
Trouble at Goldman Sachs Bad news for top bankers at the firm... MutualFundWire.com - Monday, August 12, 2002
SRI Also Takes a Hit The recent wave of scandals has also affected the socially responsible indices... MutualFundWire.com - Monday, August 12, 2002 - Reader Rating: 1.5
2Q: Up or Down? Did assets in separately managed accounts go up or down during the second quarter? There seems to be some disagreement... MutualFundWire.com - Monday, August 12, 2002
529s Making an Impact Are individual investors finally turning on to college savings plans?.. MutualFundWire.com - Monday, August 12, 2002
SEI Hires Offshore Fund Developer SEI Investments has appointed a director of product development and distribution for its global business... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Number of Small 401k Plans to Grow A new study from the Spectrem Group projects that the number of retirement plans for small businesses will grow significantly over the next two years... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Number of Small 401k Plans to Grow Could an explosion in the small plan market be a very real possibility in our near future? Will the 401(k) plan be as common among small businesses as it is among large corporations? A new study from the Spectrem Group suggests that this may very well be the case... 401kWire.com - Thursday, August 12, 1999 - Reader Rating: 3
AIM to Offer Commingled Funds The Houston fund company is launching a series of commingled funds for DC plans... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
ResourcePhoenix Files For IPO The back office provider ResourcePhoenix.com will go public later this year and use the new capital to open more service centers... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
MassMutual's New Clients Santa Cara, California-based Unisil Acquisition Corp., the manufacturer of silicon wafers, has chosen MassMutual Retirement Services to provide for its 401(k) plan, which has 200 participants and $6 million in assets... 401kWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Odd Lots, August 12, 1999 Rumors of Chase and Merrill swirl again ... Bogle possibly on a rocky road to retirement ... Overhaul didn't help Linder funds... ETrade's on-line only policy ... Financial Engines gets rave reviews ... Banks surpass trillion dollar milestone... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating:* 3
John Hancock Extends Itself John Hancock has added share classes to two of its funds, extending availability to retail clients... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Schwab Sweeps Fund Offshore Schwab has opened a Dublin-based investment company and launched its first proprietary offshore fund, with more to come, engaging SEI for fund services... MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Sponsor Works to Alleviate Fears Rockford, Illinois-based Swedish American Health System announced they have hired Strategic Financial Concepts to provide investment management consulting services for its 401(k) and 403(b) plans. The sponsor's InvestmentSavers Plan has 2,500 participants and $80 million in assets... 401kWire.com - Thursday, August 12, 1999 - Reader Rating: 3
InvestLink Teams with Flex-Soft InvestLink Technologies and Flex-Soft, Inc. have formed an alliance to allow clients' access to the two firms' services, Nicole Piervencenti, marketing director, told the 401kWire.com. Flex-Soft, Inc., which launched its pensiononline.com website this month, provides education for participants and enhanced leads resources for retirement professionals... 401kWire.com - Thursday, August 12, 1999 - Reader Rating: 3
ADP and SSB Refer Each Other Automatic Data Processing Inc. has entered into an agreement with Salomon Smith Barney, a member of Citigroup, to refer each other to the others' clients... 401kWire.com - Thursday, August 12, 1999 - Reader Rating: 3
Electronic Commerce and the Mutual Fund Industry An industry expert discusses the future of mutual fund e-commerce. Did you know load funds were the Compaqs of the industry?.. MutualFundWire.com - Thursday, August 12, 1999 - Reader Rating: 3
SF 401k Managers Not Rattled This morning's 5.3 earthquake shook downtown San Francisco and San Jose, but investment managers report that business continues as usual. Calls placed by the 401kWire revealed that the phones are up and people are manning their desks. This story will be updated if there are more developments from the Bay Area... 401kWire.com - Wednesday, August 12, 1998 - Reader Rating: 3
Participants Want to Take Charge of their Accounts Says KPMG KPMG Peat Marwick has published a new survey that reveals some important trends among 401(k) plan sponsors. Perhaps the most significant data revolves around self-directed brokerage options. Martha Priddy Patterson, directory of employee benefits policy at the consulting firm, told the 401kWire that 12% of sponsors have some kind of self-directed brokerage window for participants in their plan. Surprisingly, 43% of participants in those plans make use of such products... 401kWire.com - Wednesday, August 12, 1998 - Reader Rating: 3

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