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News Stories Archives - Since 1998
Win More Client Referrals, Part Two
Four KPAs share tips on building out your pipeline by winning referrals from your happy clients...
401kWire.com - Thursday, May 24, 2018
A 10-Year MassMutual RM Vet Moves On
The former relationship manager previously worked for Cambridge Investment Research, Inc. ..
401kWire.com - Thursday, May 24, 2018 - Reader Rating: 1
The Most Satisfied Participants Are With ...
When it comes to participant satisfaction, four retirement plan providers lead the pack...
401kWire.com - Thursday, May 24, 2018 - Reader Rating: 5
Piwowar Vs Banking Regulators and the "Terrible, Horrible, No Good, Very Bad" Fiduciary Rule
On stage at the ICI GMM, the outgoing SEC commissioner speaks out on several topics that are near and dear to fundsters' hearts...
MutualFundWire.com - Thursday, May 24, 2018
Piwowar's SEC Seat Might Stay Empty Awhile
The outgoing SEC commissioner says that he would've stayed on longer, but .....
MutualFundWire.com - Thursday, May 24, 2018
ICI's Diamond GMM, Day Three
The mutual fund industry trade group's 60th general membership meeting wraps up this morning...
MutualFundWire.com - Thursday, May 24, 2018
Mobile Offerings May Boost Participant Satisfaction and Rollover Retention
A new study from J.D. Power reveals that participants may be more satisfied when they are aware of and engaged with mobile and digital offerings...
401kWire.com - Thursday, May 24, 2018
Beltz Ianni & Associates Hires a KPA
A KPA shop has boosted its KPA count!..
401kWire.com - Wednesday, May 24, 2017
Filings for Fundsters - May 24, 2017
A compilation of the latest SEC filings! ..
MutualFundWire.com - Wednesday, May 24, 2017 Views
This NJ Fund Firm Plans a Substantial 2018 Expansion
The firm specializes in private client wealth management and will be hiring in various departments. ..
MutualFundWire.com - Wednesday, May 24, 2017 Views
Blanchett Goes Back to School
The Morningstar retirement expert now teaches at the university where his financial career started. ..
401kWire.com - Wednesday, May 24, 2017
Three Orange County KPAs Start a New Shop
New firm, who this?..
401kWire.com - Wednesday, May 24, 2017 - Reader Rating: 1
A PA KPA Shop Aligns with LPL
Pennsylvania-based firm CFG has joined LPL's B-D platform and aligned with Independent Advisor Alliance (IAA), an independent advisory firm on LPL's hybrid RIA platform...
401kWire.com - Wednesday, May 24, 2017
Fidelity Sees an HSA Boost
The Boston behemoth is taking advantage of a trend in the benefits space. ..
401kWire.com - Wednesday, May 24, 2017 - Reader Rating: 2.5
Will Fundsters Create an Indexing Consortium?
The FT wonders if fee pressure and rising index provider fees will drive ETF shops and other asset managers to team up to create their own alternative...
MutualFundWire.com - Wednesday, May 24, 2017 Views
What Will We See From Putnam in Q3?
The Beantown fund firm teams up with a nearby ally and preps a liquid alts trio.....
MutualFundWire.com - Wednesday, May 24, 2017 Views - Reader Rating: 4
Through the Strike, Verizon Holds the DC Course With One Tweak
The plan sponsor replaced an asset manager of a target date fund...
401kWire.com - Tuesday, May 24, 2016 - Reader Rating: 5
Goldleaf's Miller Hires In Texas
The midwestern TPA's national sales director fills a newly-created territory, pushing his team to 10 people nationwide and counting...
401kWire.com - Tuesday, May 24, 2016 - Reader Rating: 1
401k Fee Shift Catches the WSJ's Eye
A decline in the number of 401(k) plans using revenue sharing has led to "explicit administrative fees," the story says. ..
401kWire.com - Tuesday, May 24, 2016 - Reader Rating: 4
Herrmann Retires and a CIO Takes Over Waddell
This summer, after 11 years on top, the Waddell & Reed chief will pass the reins to a new CEO...
MutualFundWire.com - Tuesday, May 24, 2016 Views - Reader Rating: 5
403b Plans Are Increasingly Attractive with Decreased Costs
A new ICI study analyzes 403(b) retirement plans...
401kWire.com - Tuesday, May 24, 2016 - Reader Rating: 3
Local Lobbyist Calls on IPERS to Go DC
The pension for state employees faces a $5 billion-plus shortfall...
401kWire.com - Tuesday, May 24, 2016 - Reader Rating: 4
The Next Leg In Putnam's FA Support Program
The advisor-sold mutual fund shop starts up a new whitepaper series...
MutualFundWire.com - Tuesday, May 24, 2016 Views
Where Is This Peter Lynch Protege Now?
A former Fido PM runs an RIA that supports HNW individual investors...
MutualFundWire.com - Tuesday, May 24, 2016 Views
A New York Firm is Hiring Sales Pros
Internal and external wholesaler are being sought...
MutualFundWire.com - Friday, May 24, 2013 Views
How Does Your Custom Glide Path Measure Up?
A DC I-O titan upgrades its target date toolset to help advisors compare their custom products to more than 50 off-the-shelf products...
401kWire.com - Friday, May 24, 2013 - Reader Rating: 4
Stork and Reaper for the Week of May 24, 2013
Read up on the latest mutual fund product news!..
MutualFundWire.com - Friday, May 24, 2013 Views
Three Things to Know from ING U.S.'s First Earnings
Return on capital is key for the newly public company, with retirement and asset management crucial contributors. Senior management reveals a major strategy change. ..
MutualFundWire.com - Friday, May 24, 2013 Views
ING U.S. Reveals a Retirement Strategy Shift In Its First Earnings Report Ever
Return on capital is key for the newly public company, and management is focused on maximizing retirement and asset management profit. ..
401kWire.com - Friday, May 24, 2013 - Reader Rating: 1
USI Consulting Adds an AVP
A veteran retirement plan exec and actuary joins the Connecticut-based consulting shop...
401kWire.com - Friday, May 24, 2013
Pimco Shines Through "A Mirror Image, But Better"
As the bond fund titan prepares to replicate three more multi-billion dollar mutual funds in active ETF form, this pub praises its first effort in the space...
MutualFundWire.com - Friday, May 24, 2013 Views
M* Explains Subtle Dance Between PM Changes and Fund Ratings
The research firm explains why some fund analyst ratings change, and others don't, when managers leave. ..
MutualFundWire.com - Friday, May 24, 2013 Views
An EM ETF Flies High
Bloomberg profiles a quickly-growing emerging markets offering from PowerShares...
MutualFundWire.com - Friday, May 24, 2013 Views
Ned's Selling His Rides
The Fido chief is letting go of a business he launched almost 30 years ago...
MutualFundWire.com - Friday, May 24, 2013 Views
Towers Watson Says "Barriers Between DB and DC Have to Be Looked at Differently"
A new report says plans are evolving to balance risk between sponsors and participants...
401kWire.com - Thursday, May 24, 2012
DoL Appoints a Fiduciary for a Defunct $2.2MM Plan
A N.J. consulting firm failed to terminate its plan...
401kWire.com - Thursday, May 24, 2012
Morabito Brings Two More RMs to MassMutual
MassMutual execs fulfill plans to add staff to its RM team...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 5
Auto-Enrollment Pays Dividends
The percentage of "at risk" retirees is lower than in 2003...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 4.5
Loomis, Sayles Trades Up
Loomis, Sayles & Company is adding a new position following the retirement of its director of fixed income trading. ..
MutualFundWire.com - Thursday, May 24, 2012 Views
Copeland Aims Internationally with a New Hire
Copeland Capital Management is targeting international growth with a new hire...
MutualFundWire.com - Thursday, May 24, 2012 Views
A Fido Vet Joins ING Retirement
The new hire will report directly to retirement chief Maliz Beams...
MutualFundWire.com - Thursday, May 24, 2012 Views
Government Report Shows Sponsors Are in the Dark about Fees
Small plans pay nearly 90 percent more in fees than large plans...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 3
Pru Sees Plan Sponsors "De-Risking"
Jumbo plan executives want to take the risk out of DC plans so workers won't put off retirement...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 5
McIsaac Opens Up a Key Piece of Vanguard's Platform
The giant bundled provider's retirement chief gives in to "a few" clients' requests for the change ...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 3.75
Pru Takes Times Square
The insurer takes its Day One advertising campaign to the next level with three Big Apple spots...
401kWire.com - Thursday, May 24, 2012 - Reader Rating: 5
IEX Promises To Protect Mutual Fund Shops
A group of market experts wants to protect traders working for mutual funds from Wall Street gunslingers...
MutualFundWire.com - Thursday, May 24, 2012 Views
Morgan Stanley Friended CapGroup and Fido in FB IPO
Two of the largest mutual fund sponsors were among those institutional investors given an early look at Facebook's dimming earnings forecast...
MutualFundWire.com - Thursday, May 24, 2012 Views
Saibus Praises Manning and Napier
A research group praises the Empire State mutual fund shop's post-IPO progress...
MutualFundWire.com - Thursday, May 24, 2012 Views - Reader Rating: 5
Graziano Almost Retired, but Pioneered On
The Touchstone CEO talks about life after Pioneer...
MutualFundWire.com - Thursday, May 24, 2012 Views
WSJ Picks Up Putnam's Healthcare Take
The Wall Street paper of record gives a voice to Putnam's message on healthcare and retirement savings...
MutualFundWire.com - Thursday, May 24, 2012 Views
Manufacturers Accuse J.P. Morgan of Wreaking ETF Havoc
The controversy swirls around a proposed new offering...
MutualFundWire.com - Thursday, May 24, 2012 Views - Reader Rating: 5
Fink Buys Barclays' Share on the Cheap
The bank's price is a seven percent discount from Friday, and a nine percent discount for the shares going back to BlackRock...
MutualFundWire.com - Thursday, May 24, 2012 Views - Reader Rating: 5
Natixis Chief, Tom Brady Gear Up for 'Best Buddies Challenge'
John Hailer is one of the co-chairs of the Twelfth Annual Audi Best Buddies Challenge: Hyannis Port...
MutualFundWire.com - Tuesday, May 24, 2011 Views - Reader Rating: 4
MSSB Wins Over a Top SoCal Advisor
A retirement plan advisor switches to the wirehouse after leaving an insurance broker-dealer...
401kWire.com - Tuesday, May 24, 2011
Morgan Stanley Alums Join Cortina
A pair of MSIM alums are now with Cortina Asset Management...
MutualFundWire.com - Tuesday, May 24, 2011 Views
Auto-Enrollment Bring in Record Participants
A new Aon Hewitt surveys says participants are filing into their DC plans in droves...
401kWire.com - Tuesday, May 24, 2011 - Reader Rating: 5
Lincoln Trust Unveils a New Advisor Tool
The new tool will help advisors construct risk-based portfolios for their clients...
401kWire.com - Tuesday, May 24, 2011
A Neuberger Exec Sells His NYC Penthouse for $8.6 Million
He reportedly bought the penthouse for $1.05 million in 2002...
MutualFundWire.com - Tuesday, May 24, 2011 Views - Reader Rating: 1
Where Asset Managers Stand in the 'Globe 100'
The Boston Globe releases its Globe 100 list and two firms in the asset management industry are on it...
MutualFundWire.com - Tuesday, May 24, 2011 Views
Reynolds Asks Mass. Lawmakers to Champion 401k Savings
Putnam's CEO calls on the Congressional delegation in Massachusetts to reject proposals that could undercut incentives for workers...
401kWire.com - Tuesday, May 24, 2011 - Reader Rating: 3
Crain Brings a Merrill Alum Back From BlackRock
Updated | BofA Merrill Lynch hires a top client relationship manager for its biggest retirement plans...
401kWire.com - Tuesday, May 24, 2011
MStar Cautiously Lauds Pimco For Fee Cuts
The mutual fund ratings specialist estimates that the fixed income giant's latest fee cuts will save fund shareholders about $40 million per year...
MutualFundWire.com - Tuesday, May 24, 2011 Views
Are Active ETFs Worth the Fees?
The WSJ explores the economics of active ETF offerings...
MutualFundWire.com - Tuesday, May 24, 2011 Views - Reader Rating: 5
Citi Swoops into Money Market Monitoring
Because of the new SEC regulations, Citi has a new service available for money market funds...
MutualFundWire.com - Monday, May 24, 2010 Views
The ICI Defends the DoL's Fee Disclosure Turf
The mutual fund industry trade group urges Congress to drop George Miller and his proposal...
401kWire.com - Monday, May 24, 2010 - Reader Rating: 4
Virtus Funds 'New Sales Head Hails from UBS
The mutual fund firm has tapped UBS for its new head of retail fund distribution...
MutualFundWire.com - Monday, May 24, 2010 Views
First Merc Proposes Anew
The company changes its sales proposal to highlight its strengths...
401kWire.com - Monday, May 24, 2010
What Do Downgrades Mean For Two Stable Value Wrappers?
Standard and Poor's lowers its opinion of the parents of a pair of synthetic GIC providers...
401kWire.com - Monday, May 24, 2010 - Reader Rating: 5
BlackRock Hunts for a DC Marketer
The investment manager is adding a U.S. defined contribution manager on its global client team...
401kWire.com - Monday, May 24, 2010
Axa Marks the Spot for a Hartford Alum
The insurer finds a place among its ranks for an exec to lead marketing and sales support for DC...
401kWire.com - Monday, May 24, 2010
Transamerica Hires an ING Wholesaler
Lou Bachetti and his team continue to hire alums from the giant provider...
401kWire.com - Monday, May 24, 2010
Ascentia Seeks Two More Subadvisors
The mutual fund advisor will two additional mandates as it wraps up its hiring of Armored Wolf...
MutualFundWire.com - Monday, May 24, 2010 Views
CUNA Mutual Tweaks its Target Date Funds' Glidepath
The bundled provider teams with a local asset manager to modify its age-based offerings...
401kWire.com - Monday, May 24, 2010
Walsh Decamps From T. Rowe Price
The long-time T. Rowe Price retirement vice president starts the week in a new I-O position...
401kWire.com - Monday, May 24, 2010 - Reader Rating: 2.67
Senate Reform Bill Calls for Study on Mutual Fund Marketing
The government-conducted research would potentially find new areas for mutual fund regulation...
MutualFundWire.com - Monday, May 24, 2010 Views
Another Mega Plan Plans Stock Drop Settlement
The plan sponsor is on the hook for only $8.2 million if the settlement goes through. The approval hearing is set for August...
401kWire.com - Monday, May 24, 2010
ProFunds Hires a Head Fund Sales Pro
The leveraged-funds and ETF specialist lands a former Lincoln Financial and John Hancock executive to oversee its distribution...
MutualFundWire.com - Monday, May 24, 2010 Views
Great-West Fields a New Wholesaler Out West
The company grows its wholesaling team in the region...
401kWire.com - Monday, May 24, 2010
Fund Arm Could Complicate Goldman Settlement Talks
The bank is more likely to worry about protecting its investment advisory arm that aim for the lowest fine possible...
MutualFundWire.com - Monday, May 24, 2010 Views
Startup Promises Funds it is a Matchmaking Gem
A new online service matches investors and funds using a technique similar to that on dating sites...
MutualFundWire.com - Monday, May 24, 2010 Views - Reader Rating: 5
Jaffe Ponders the Flash Crash
ETFs and traditional mutual funds, unsurprisingly, functioned differently during the volatile afternoon of May 6...
MutualFundWire.com - Monday, May 24, 2010 Views
Financial Reform Tweaks Remain to Satisfy the ICI
The mutual fund industry trade group remains concerned about some items in the financial reform package passed by the Senate last week...
MutualFundWire.com - Monday, May 24, 2010 Views
Study: Fund Outsourcing to Ramp Up in the Next Two Years
A new study by PricewaterhouseCoopers has found that many investment management firms plan to increase outsourcing arrangements with third-party providers over the next two years...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 3
Bay State Provider Makes Two Sales Hires
The recordkeeper has hired two managing directors for its institutional sales team...
401kWire.com - Thursday, May 24, 2007
Poll: Nearly Half of Workers Participate In 401k Plan
The poll also found that 20 percent of employees rely on financial advisors for retirement and financial planning decisions...
401kWire.com - Thursday, May 24, 2007
Midwestern Advisory Shop Joins NRP
The national network of advisors just added a Buckeye State member...
401kWire.com - Thursday, May 24, 2007 - Reader Rating: 4.67
Update 1 | Is Joe Mansueto the New Bill Gates?
Probably not. But Morningstar's founder wants to do for financial planning what Bill Gates and Microsoft did computing applications ... build an integrated suite...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 3
Duff & Phelps Files For IPO
Duff & Phelps Corporation has filed a statement with the SEC relating to the proposed initial public offering of its Class A common stock...
MutualFundWire.com - Thursday, May 24, 2007
An Online Broker Taps the Advisor Channel for Its 401ks
The discount brokerage firm, which recently scored a distribution alliance with Costco, has begun to tap the advisor channel for its 401(k) product. ..
401kWire.com - Thursday, May 24, 2007 - Reader Rating: 2
Eaton Vance Posts Drop In Q2 Profit
The Boston-based asset manager posted a 42-percent drop in earnings during the second quarter...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 4
Lynch Bet on Defeating Aging Pays Early
Peter Lynch saw a bet payoff yesterday when Sirtris Pharmaceuticals completed its IPO with a nine percent gain...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 4
AMVESCAP No More
AMVESCAP shareholders have overwhelmingly approved the company's bid to change its name...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 3.14
Fiduciary Experts' Goals Align
A Golden State network and a Keystone State training program point in similar directions. ..
401kWire.com - Thursday, May 24, 2007 - Reader Rating: 1
Pozen: MFS is Better Off Single
Months after Sun Life put MFS through a very public and fruitless dating process, Bob Pozen says there's no point in selling. ..
MutualFundWire.com - Thursday, May 24, 2007 Views
Eaton Vance Hires a New Distribution Head
The Boston firm has tapped an executive from Ixis Asset Management as president of Eaton Vance Distributors...
MutualFundWire.com - Thursday, May 24, 2007 Views - Reader Rating: 3
Philip Morris Fires Workers for Falsifying Hardship Claims
The tobacco giant, possibly fearing IRS reprisal, has fired at least 14 people accused of lying in their applications to withdraw money from the company's deferred profit sharing plan...
401kWire.com - Wednesday, May 24, 2006
What is After Target Date Funds?
Two plan providers are believed to be working the next step in the evolution of asset allocation funds...
401kWire.com - Wednesday, May 24, 2006 - Reader Rating: 4.5
ING Gets More Hands-On with Clients
The Hartford, CT-based company wants its reviews to be more interactive, and more tailored to each plan sponsor client...
401kWire.com - Wednesday, May 24, 2006
Diversified Turns its Attention to Distributions
The new offering focusing on the drawdown stage of 401ks is a "logical next step" for the Purchase, New York-based provider, says a senior official at the bundled provider...
401kWire.com - Wednesday, May 24, 2006 - Reader Rating: 2
NYLIM Gets New CEO
New York Life Insurance Company announced Tuesday that Brian Murdock has been promoted to CEO of New York Life Investment Management, the subsidiary that includes the retail MainStay Funds family...
MutualFundWire.com - Wednesday, May 24, 2006 Views
Oppenheimer Funds Names Webman Chief Economist
OppenheimerFunds announced Wednesday that Jerry Webman, the firm's senior investment officer and director of fixed income, has been named its chief economist. It is the first time OppenheimerFunds has had an official chief economist since Marci Rossell left to join CNBC's "Squawk Box" in 2001...
MutualFundWire.com - Wednesday, May 24, 2006 Views
Al Frank Launches Advisor Class Shares
Al Frank Asset Management has rolled out Advisor Class shares for its two mutual funds, the Al Frank Fund and the Al Frank Dividend Value Fund. ..
MutualFundWire.com - Wednesday, May 24, 2006 Views - Reader Rating: 2
Fidelity Keeps Sights on International Markets
Fidelity Investments launched its Fidelity International Value Fund on Tuesday, bringing to twenty its number of internationally positioned funds, in a week that's brought closer attention to the non-U.S. investment trend...
MutualFundWire.com - Wednesday, May 24, 2006 Views - Reader Rating: 3
Diamond Hill Enjoying Fruits of Patience
Diamond Hill Investment Partners has had quite a year, surpassing the $1 billion mark of assets under management in February and hitting $2.18 billion by the end of the first quarter -- a 221 percent increase over the previous year period. Also, last December, the now six-year-old firm launched a Small-Mid Cap Fund to take up where its newly closed Small Cap Fund left off. Chris Welch, formerly of Fiduciary Trust Company International and Nationwide Insurance's mutual fund unit, was brought on board to manage the new offering, and talked with the MFWire last week about Diamond Hill's rising star...
MutualFundWire.com - Wednesday, May 24, 2006 Views
An Outsourcing Deal That Was Not
One of the largest Omni clients was on the verge of outsoucing its full-service business earlier this month. That deal now appears to be dead...
401kWire.com - Tuesday, May 24, 2005 - Reader Rating: 3.75
DoL Clarifies How Administers Can Take Fees When They Recommend Funds
The New York Times plays up a DoL advisory opinion to again highlight revenue sharing practices in the 401k industry. The opinion reaffirms existing practices. ..
401kWire.com - Tuesday, May 24, 2005 - Reader Rating: 3
Genworth Lobbyist Pushes Paycheck for Life Concept
A new member of Genworth's government relations team will head up key efforts...
401kWire.com - Tuesday, May 24, 2005
Canary Day 14: Prosecution Rests, Sihpol's Defense to Begin Wednesday
Alger and MFS fund execs took the stand on Monday, but provided confusing testimony...
MutualFundWire.com - Tuesday, May 24, 2005
Milwaukee Sponsor Faces Jail Time
A jury finds a former owner and plan sponsor guilty of stealing funds for employee 401k and health plans...
401kWire.com - Tuesday, May 24, 2005
ProFunds Stadium? Deal for Natsí Home Naming Rights Near
ProFunds execs may want to tip their caps to Senator John W. Warner. Thanks to the Senator, ProFunds appears to be the sole bidder standing for the naming rights to Washington's RFK Stadium. The stadium is the current of the Washington Nationals baseball club and Major League Soccer's DC United teams. ..
MutualFundWire.com - Tuesday, May 24, 2005 Views
Insurer Hires Wilshire Associates for New Lifestyle Funds
The new series of asset-allocation includes four funds...
401kWire.com - Tuesday, May 24, 2005
Insurer Launches Lifestyle Funds
Lincoln National has launched a lifestyle funds series available through its variable products. The four asset allocation funds will be managed by a unit of Wilshire Associates...
MutualFundWire.com - Tuesday, May 24, 2005 Views
Denver Fund Firm Chooses Bisys
ICON Advisers has selected Bisys to provide fund accounting and administration for its $2.7 billion, 17 fund family...
MutualFundWire.com - Tuesday, May 24, 2005 Views - Reader Rating: 4
Big Apple Firm Lands Slot with Vanguard Fund
The firm will co-subadvise Vanguard's Selected Value Fund .....
MutualFundWire.com - Tuesday, May 24, 2005 Views
Ex-Fremont Exec Settles Canary Charges
The former sales executive will pay a small fine and be banned from working for an investment advisor for six months...
MutualFundWire.com - Tuesday, May 24, 2005
Matrix Targets Large Plans, Funds with New Hires
Matrix hires two new execs to head up large plans and mutual fund alliances...
401kWire.com - Monday, May 24, 2004 - Reader Rating: 3.25
AST Trust Hires CEO
The management team assembled when American Stock Transfer & Trust bought the assets of Security Trust Company grows with addition of CEO from Goldman Sachs...
401kWire.com - Monday, May 24, 2004 - Reader Rating: 2.67
The Affluent Want More, Survey Reveals
Marketing firm reports that affluent clients of top financial providers are relatively unsatisfied with their service...
MutualFundWire.com - Monday, May 24, 2004 Views
Guardian Promotes Two Salesmen
Guardian's mutual fund distribution taps one insider and one retiree for sales executive positions...
MutualFundWire.com - Monday, May 24, 2004 Views
Cali B/D Offers PAi Plans
Commonwealth Financial Networks has customized four small and owner-only retirement plans for sale through its 900 registered reps...
401kWire.com - Monday, May 24, 2004
Workers Revise Retirement Expectations
A survey by John Hancock Financial Services shows that participants expect to retire much later. Most still do not have a clear idea of how they will get there...
401kWire.com - Monday, May 24, 2004
ManuLife 529 Plan Rebrands
The insurer lays out its branding strategy following its purchase of John Hancock...
MutualFundWire.com - Monday, May 24, 2004 Views
Marketing Head Jumps Ship from Columbia
The director of marketing at Columbia Management joins IMS Capital in Portland...
MutualFundWire.com - Monday, May 24, 2004 Views
Stronger Market, Sluggish Savers
The Hewitt study of participant behavior in 2003 shows where savers are getting stuck...
401kWire.com - Monday, May 24, 2004 - Reader Rating: 4
Franklin Closes Two Funds
Growth funds to be liquidated in July...
MutualFundWire.com - Monday, May 24, 2004 Views
Price for Strong Still Falling
Wells Fargo is still reportedly the likely buyer, but it may not pay as much as thought. Question over how many jobs at Strong it will keep...
MutualFundWire.com - Monday, May 24, 2004 Views
Senators Call for More TSP Changes
Legislators are hoping to further tweek the largest DC plan in the nation. Goals include more education and flexibility...
401kWire.com - Monday, May 24, 2004 - Reader Rating: 3
New Administrator on the Block
A SoCal startup is taking over administration for 2,600 retirement plans from one of the big service bureaus...
401kWire.com - Thursday, May 24, 2001 - Reader Rating: 3
Being a Good Citizen
Looking for socially responsible investments for your 401(k) program? Call New Hampshire...
401kWire.com - Thursday, May 24, 2001 - Reader Rating: 3
New Marketer at Citizens
The social-investing specialist has tapped a NewRiver and Fidelity vet to head its marketing...
MutualFundWire.com - Thursday, May 24, 2001 - Reader Rating: 3
Vanguard VIPERS Start Trading
Vanguard VIPERS start trading ... NYLIM adds declining fee money funds ... Bank of America build private banking team. ..
401kWire.com - Thursday, May 24, 2001 - Reader Rating: 3
Vanguard VIPERS Start Trading
Vanguard VIPERS start trading ... NYLIM adds declining fee money funds ... Bank of America build private banking team. ..
MutualFundWire.com - Thursday, May 24, 2001 - Reader Rating: 3
W&R Gets Arizona
Waddell & Reed will use Arizona as its base into the 529 market. It brings its own distribution and asset management...
MutualFundWire.com - Thursday, May 24, 2001 - Reader Rating: 3
ManuLife Throws a Hat into the 529 Ring
The deal enables the insurer to offer distribution for the Alaskan college savings program. ..
MutualFundWire.com - Thursday, May 24, 2001 - Reader Rating: 3
One less at Business Logic
A veep of marketing at the windy-city software firm bids adieu...
401kWire.com - Thursday, May 24, 2001 - Reader Rating: 3
Montgomery Reconsiders Distribution Options
A new director of distribution will consider new game plans for the firm and build out the firm's sales team...
MutualFundWire.com - Thursday, May 24, 2001 - Reader Rating: 3
Scudder Names New Director Of Marketing
The two divisions will share a marketing head, although they'll keep separate sales staffs...
MutualFundWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
Scudder Names New Director Of Marketing
The two divisions will share a marketing head, although they'll keep separate sales staffs. ..
401kWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
BISYS Digs for Off-Shore CLAM
BISYS will enter the key off-shore Luxembourg market with the acquisition of Credit Lyonnais' fund processing platform...
MutualFundWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
Maryland Sponsor Forms New Plan
John Hancock to provide bundled services...
401kWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
Lindner Hires Marketing Execs
Lindner has hired two industry veterans, one from Invesco and one from Trendview Management, to try and prop up the sagging funds' distribution...
MutualFundWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
May 24, 2000
The winner is... It's in the stars ... Not with a bang, but with a whimper...
401kWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
May 24, 2000
The winner is... It's in the stars ... Not with a bang, but with a whimper...
MutualFundWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
Time for a Spring Cleaning
John Rekenthaler advises plan sponsors that more than just the garage may need a Spring cleaning...
401kWire.com - Wednesday, May 24, 2000 - Reader Rating: 3
TAG On: Creating Separate Tests for Temps
Is it possible to test temporary employees separately from other employees? TAG has the answer!..
401kWire.com - Monday, May 24, 1999 - Reader Rating: 3
Fund Industry Will Need Tech Help for T+1
A KPMG survey of the mutual fund community at the ICI GMM shows more than 40% of feel their company is unprepared or months behind for the move to T+1 trading...
MutualFundWire.com - Monday, May 24, 1999 - Reader Rating: 3
New Exec for Institutional Clients at J.P. Morgan
J.P. Morgan names a new chief investment strategist for institutional clients, including those with defined contribution plans administered by the vendor...
MutualFundWire.com - Monday, May 24, 1999 - Reader Rating: 3
J.P. Morgan Moves London Strategist to NYC for Chief's Role
J.P. Morgan names a new chief investment strategist for institutional clients, including those with defined contribution plans administered by the vendor...
401kWire.com - Monday, May 24, 1999 - Reader Rating: 3
E*Trade Plans Tech Fund
E*Trade Asset Management has filed to add a fourth fund to its proprietary family of index funds, the latest to track the Goldman Sachs Technology Index...
MutualFundWire.com - Monday, May 24, 1999 - Reader Rating: 3
Odd Lots, May 24, 1999
Fund execs stand behind 17(a) ... Hancock Emerging Growth ... Fund cos fail the 'net...
MutualFundWire.com - Monday, May 24, 1999 - Reader Rating: 3
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