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News Stories Archives - Since 1998
DoL Launches a Plan Search Tool
The EBSA unit of the regulatory agency is now offering its own, publicly accessible search tool for plan information...
401kWire.com - Friday, January 24, 2020
A Multi-Provider 403b Platform's C-Suite Expands
Another new hire joins the firm's sales team. And a familiar face changes roles...
401kWire.com - Friday, January 24, 2020
A $5.9B-AUM ETF Shop Buys Twice
The privately held firm does its first two deals: both direct, both fund adoptions...
MutualFundWire.com - Friday, January 24, 2020
A PE-Backed Giant's CMO Extends His Reach
The exec will now oversee more than just marketing...
401kWire.com - Friday, January 24, 2020
A Publicly Traded Bank's AM Rakes In $9B
The unit ended 2019 with $1.3 trillion in AUS...
MutualFundWire.com - Friday, January 24, 2020
A Benchmarker Tackles 403bs
Previously the service only targeted 401(k)s...
401kWire.com - Friday, January 24, 2020
Joe Boan Picks a Mid-Market Sales Chief
The exec will serve as national sales director for mid-market retirement plans and will report to Boan, chief sales officer...
401kWire.com - Thursday, January 24, 2019 - Reader Rating: 5
Choose Your Words Carefully
New research offers some ideas for KPAs looking to improve their participant communication, education, and advice game...
401kWire.com - Thursday, January 24, 2019
This New Fund Firm Won the 2018 Flows Race In Just Two Months
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com - Thursday, January 24, 2019 Views
To 20,000 Plans and Beyond? An AZ 401k Entrepreneur Plots Expansion
He expects to pass 2,000 plans in 2019, all direct-sold...
401kWire.com - Thursday, January 24, 2019 - Reader Rating: 1
Great-West Sells Most of Its Non-401k, Non-MF Biz
The U.S. arm of the Canadian multinational is selling business that includes its BOLI, COLI, individual annuities, and more...
401kWire.com - Thursday, January 24, 2019
TRA's Schreiber Hires a 32-Year Fido Vet
The exec fills the newly created position of key account manager...
401kWire.com - Thursday, January 24, 2019 - Reader Rating: 5
An ERISA Legal Eagle Takes Over a Dept at a Chi-Town Multinational Law Firm
The 20-year firm veteran now chairs the firm's employee benefits and executive compensation department...
401kWire.com - Thursday, January 24, 2019
A Blast From the Top of Pimco's Past
Roman and Allianz bring back a former chief of the SoCal bond fund giant...
MutualFundWire.com - Thursday, January 24, 2019 Views - Reader Rating: 5
RMA After RIIA
While RIIA's co-founders start a new venture, another trade group is taking over much of RIIA's efforts...
401kWire.com - Wednesday, January 24, 2018
And the 2017 Fund Manager of the Year Winners Are ...
Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town...
MutualFundWire.com - Wednesday, January 24, 2018 Views
Fidelity Attacks Vanguard's 401k Free Ride
The Boston Behemoth is changing the way it treats plans that use funds from the low-cost colossus ... at least for new, small plan clients...
401kWire.com - Wednesday, January 24, 2018 - Reader Rating: 5
A 10-Year Lincoln Vet Departs
He previously served as internal sales manager for retirement plans...
401kWire.com - Wednesday, January 24, 2018
Foster Retires and Keeps the Lord Abbett Reins in Distro Hands
The employee-owned asset manager's ninth managing partner in its history (and the first woman to hold that title) reveals her retirement plans and her successor...
MutualFundWire.com - Wednesday, January 24, 2018 Views
The SEC Opens the Door to a Share Class Revolution
Even as the DoL rule's fate is unclear, a new kind of mutual fund share class gets another regulatory agency's blessing...
MutualFundWire.com - Tuesday, January 24, 2017 Views - Reader Rating: 5
Follow the Fundsters - January 24, 2017
Hirings, firings and the like!..
MutualFundWire.com - Tuesday, January 24, 2017 Views
Ascensus Appoints a VP
The new executive hire is a vice president of relationship management. ..
401kWire.com - Tuesday, January 24, 2017 - Reader Rating: 4.57
Paychex and LPL Team Up to Assist Plan Participants
Paychex and LPL are joining forces to provide recordkeeping services served with a side of financial advice. ..
401kWire.com - Tuesday, January 24, 2017 - Reader Rating: 4.5
Pru Names a Sales Director For Five States
The new hire will cover the Northwest region, within the West region corporate sales team. ..
401kWire.com - Tuesday, January 24, 2017 - Reader Rating: 4
A $900B Asset Manager Rebrands, Again
The move comes 11 months after the asset manager's parent streamlined its own brand...
MutualFundWire.com - Tuesday, January 24, 2017 Views
The Standard Hires a Plan Consultant
The new retirement plan consultant will cover the East sales region ..
401kWire.com - Tuesday, January 24, 2017 - Reader Rating: 3
Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
One of the big three wirehouses is reportedly charging $50,000 or more per ETF shop for access to its horde of FAs...
MutualFundWire.com - Tuesday, January 24, 2017 Views
Van Eck's Sales Czar Jumps to JPAM
Glenn Smith, who oversaw the rollout of 24 Market Vectors ETFs, is now an exec director at J.P. Morgan...
MutualFundWire.com - Friday, January 24, 2014 Views - Reader Rating: 5
Julex Capital Needs a Sales Honcho
Burgeoning Boston-based ETF strategist is looking for a director of sales and marketing. Contact founder Henry Ma...
MutualFundWire.com - Friday, January 24, 2014 Views
The SunGard Team Wins Over an Ex-Provider Chief
The software giant's wealth and retirement administration unit welcomes yet another bigwig...
401kWire.com - Friday, January 24, 2014
Retirement Revolution Goes Orange
Donna Ross and her team open another office for the SoCal outsourced RKer...
401kWire.com - Friday, January 24, 2014
The Confusion Between the Two Oppenheimers
Apologies for belaboring what should be painfully obvious, but I think it needs to be said (via bullhorn if necessary) that Oppenheimer & Co., and Oppenheimer Funds are not the same company. The fact that most newspapers do precious little to make this clear must be killing, just killing, executives at OpFunds and majority-owner MassMutual..
MutualFundWire.com - Friday, January 24, 2014 Views
A Consultancy Seeks a New National Sales Director
A Brookline, Massachusetts-based firm is looking for a national sales director following strong growth. ..
401kWire.com - Friday, January 24, 2014
An Alt Shop Preps 10-City Education Initiative
DoubleLine CEO Jeffrey Gundlach will be among the speakers...
MutualFundWire.com - Thursday, January 24, 2013 Views - Reader Rating: 3
The Bents File Suit Over Alleged Evidence Falsification
The Reserve Management execs lob the next volley in the legal drama around the collapse of their Primary Fund four years ago...
MutualFundWire.com - Thursday, January 24, 2013 Views
A Multi-Billion-Dollar 403b Searches
An East Coast private school is in the middle of an RFP...
401kWire.com - Thursday, January 24, 2013
Who's Who in the Important Congressional Committees?
Here's who you need to know in Washington if you're in the DC world...
401kWire.com - Thursday, January 24, 2013
A $28B Advisory Shop Hires a Veteran Plan Sponsor
The new hire leads the Garden State consulting firm's client services team...
401kWire.com - Thursday, January 24, 2013
BMO Reaches $10B
The Canadian bank's U.S. mutual fund arm launched six new funds in 2012...
MutualFundWire.com - Thursday, January 24, 2013 Views
401ks Look Ripe to a Private Equity Giant
A private equity player is moving from the elites to the masses...
401kWire.com - Thursday, January 24, 2013
Obama Picks an Ex Federal Prosecutor to Lead the SEC
Today the U.S. President will officially a successor for Mary Schapiro...
MutualFundWire.com - Thursday, January 24, 2013 Views
Bond BigWigs Drink the Equities KoolAid
Major shops taking big bets in the stock markets...
MutualFundWire.com - Thursday, January 24, 2013 Views
The Floating NAV Ball Keeps a-Rolling
SSgA joins the new club...
MutualFundWire.com - Thursday, January 24, 2013 Views
Gross Teases a New ETF
The new fund will be centered on actively managed currency...
MutualFundWire.com - Thursday, January 24, 2013 Views
Will Pimco's Kashkari Be the Next Governator?
The former TARP czar leaves the bond fund titan to run for office as a Republican in Democrat-dominated California...
MutualFundWire.com - Thursday, January 24, 2013 Views
Aston Surpasses $10B
The firm is raking in the New Year in style...
MutualFundWire.com - Tuesday, January 24, 2012 Views
$2.2B in Target-Date Cash Pours Into Fidelity
Target-date funds experienced a major recovery last quarter following dismal inflows the previous two quarters...
401kWire.com - Tuesday, January 24, 2012
OPERS Picks Its New Plan Provider
And the winner is......
401kWire.com - Tuesday, January 24, 2012
Sentinel Says Farewell to a PM Vet
The mutual fund firm anoints a successor for a retiring growth specialist...
MutualFundWire.com - Tuesday, January 24, 2012 Views
Who Will Fly Raymond James' Eagle?
The head of the regional B-D's asset manager prepares to retire...
MutualFundWire.com - Tuesday, January 24, 2012 Views
Paychex Launches a New Platform
The new offering is another foray into the fee-based advisor channel...
401kWire.com - Tuesday, January 24, 2012 - Reader Rating: 3.33
Pentegra Buys Again in the Carolinas
Updated | The Tar Heel State TPA subsidiary of the MEP provider snaps up another TPA...
401kWire.com - Tuesday, January 24, 2012
Nearly 20 Percent of ETFs Live on 'Death Watch'
A CNNMoney writer highlights the woes of the booming exchanged-traded mutual fund business...
MutualFundWire.com - Tuesday, January 24, 2012 Views
Sauter Calls on ETF Providers to Be 'Responsible'
Vanguard's CIO is calling for more education in the ETF space...
MutualFundWire.com - Tuesday, January 24, 2012 Views
Analysts Give AllianceBernstein a Thumbs Down
The firm gets downgraded to "underperform"...
MutualFundWire.com - Tuesday, January 24, 2012 Views
Alger to Shutter Two Funds
The New York City-based fund firm is removing two funds off its lineup...
MutualFundWire.com - Monday, January 24, 2011 Views
Newport Group May Expand its Sales Force This Year
A Newport exec says the company may expand its sales force in the latter part of the year...
401kWire.com - Monday, January 24, 2011
De Lardemelle and De Vaulx to Close Their Mutual Funds to New Investors
International Value Advisers plans to close the two funds to new investors next month...
MutualFundWire.com - Monday, January 24, 2011 Views - Reader Rating: 1
A DailyAccess Exec Goes from the Boardroom to the Garage
The longtime executive is leaving next month to start his auto-parts distribution business...
401kWire.com - Monday, January 24, 2011 - Reader Rating: 4
Which Fund Firms are Popular in the Indie B-D Channel?
InvestmentNews reveals the results of its survey of 99 broker-dealers...
MutualFundWire.com - Monday, January 24, 2011 Views - Reader Rating: 4
Two Suitors are Left Vying for Pioneer
The two remaining bidders both want to issue shares, according to Financial News...
MutualFundWire.com - Monday, January 24, 2011 Views - Reader Rating: 3
Jaffe Compares the Mutual Fund World to 'Dancing with the Stars'
The MarketWatch columnist there are similarities between the mutual fund world and the hit TV show...
MutualFundWire.com - Monday, January 24, 2011 Views
A Stimulus Plan to Give 401kers Nightmares
A former Forbes CFO has a informally suggested a quick and dirty plan to stimulate the economy and avoid recession. One drawback: it would likely cause widespread depression among 401k insiders...
401kWire.com - Thursday, January 24, 2008
Assets Up, Net Income Down at Hartford
The insurer's retirement unit saw assets grow 16 percent in 2007 and full-year net income decline by 40 percent...
401kWire.com - Thursday, January 24, 2008 - Reader Rating: 5
2007 Saw Fewer Deals but More Participants Changed Hands
Is consolidation of 401k recordkeepers increasing or decreasing? The answer may lie in how one looks at the numbers...
401kWire.com - Thursday, January 24, 2008 - Reader Rating: 3
Fiserv Deal Waits in Limbo
The deal, previously expected to close in fall 2007, still needs approval from at least one more regulatory body. ..
401kWire.com - Thursday, January 24, 2008 - Reader Rating: 3
RolloverSystems Claims Transactions Doubled in '07
Officials at the Charlotte-based rollover provider released their 2007 numbers on Thursday...
401kWire.com - Thursday, January 24, 2008
Morgan Stanley to Slash 1,000 Jobs
Morgan Stanley is reportedly planning to cut about 1,000 jobs from its staff this week...
MutualFundWire.com - Thursday, January 24, 2008 - Reader Rating: 2
Hancock Taps a Legg Mason Unit to Subadvise its New Bond Fund
John Hancock has turned to a California-based Legg Mason subsidiary to subadvise its new bond fund...
MutualFundWire.com - Thursday, January 24, 2008 Views
Snow in L.A.? Blame DWS Scudder
Competition in the mutual fund market and the proliferation of other green funds has led fund companies to do some wacky things to stand out in the crowd...
MutualFundWire.com - Thursday, January 24, 2008 Views
ASPPA to Policy Makers: Stand Together On Financial Security, Health Care
The retirement industry trade group joins up with several other interest groups. ..
401kWire.com - Thursday, January 24, 2008
Ambac Now Faces Stock Drop Triple Threat
Two more class action law firms line up to take the Big Apple insurer to task. ..
401kWire.com - Thursday, January 24, 2008
NYSE-Amex Merger Would Limit ETF Listing Choices
ETF companies should be paying close attention to the NYSE Euronext-Amex merger...
MutualFundWire.com - Thursday, January 24, 2008 Views
Ziegler Capital Names CFO
The Chitown-based asset management firm behind the North Track mutual fund family has brought in an ABN AMRO alum as finance chief...
MutualFundWire.com - Thursday, January 24, 2008 Views
Two DC Deals in the Bag and Still Fired Up to Shop
The Hartford's Jim Davey will be busy with integration, but that doesn't mean he won't have time to shop for more deals...
401kWire.com - Thursday, January 24, 2008 - Reader Rating: 5
Top Dog At TSP Is Resigning
The man overseeing the nation's largest DC plan is said to be leaving his post...
401kWire.com - Wednesday, January 24, 2007 - Reader Rating: 1
Comerica Sees Fourfold Rise in Sales In '06
An executive at the Detroit bank says its decision to go the open architecture route has paid off handsomely...
401kWire.com - Wednesday, January 24, 2007
The Hartford Says RRR to I-O
The Constitution state provider adds three new share classes to the bulk of the funds in its family. ..
401kWire.com - Wednesday, January 24, 2007 - Reader Rating: 4
EBSA Sets Garden State Fiduciary Seminar
The Department of Labor's Employee Benefits Security Administration will hold a free seminar for plan fiduciaries in New Jersey next month...
401kWire.com - Wednesday, January 24, 2007
Social(k) Gaining Ground
Social(k)'s founder is targeting to increase the number of plan sponsor clients to 85 by the end of 2007...
401kWire.com - Wednesday, January 24, 2007 - Reader Rating: 5
Midwest Insurer Renews Contract With Plan Administrator
An Ohio-based insurance company has decided to extend its decade-long relationship with its administrator for three more years...
401kWire.com - Wednesday, January 24, 2007
Remember the DB Alamo?
As the tide against DB plans continues to turn, a new organization defending pensions is about to appear. ..
401kWire.com - Wednesday, January 24, 2007
ICMA-RC Quarterly Statement Gets Makeover
The public plan specialist continues to refreshen its brand with new participant statements...
401kWire.com - Tuesday, January 24, 2006
Eaton Vance Taps ForstmannLeff Portfolio Manager
Eaton Vance has hired a portfolio manager from ForstmannLeff Associates to run three of its funds. ..
MutualFundWire.com - Tuesday, January 24, 2006 Views
More Roth Rules are Coming "Very, Very Soon"
The Treasury Department in the final push to release its Roth 401(k) distribution rules says source...
401kWire.com - Tuesday, January 24, 2006
Columbia Joins R Share March
The Bank of America fund unit is targeting small and mid-sized retirement plans sold through advisors with the new shares...
401kWire.com - Tuesday, January 24, 2006
Janus Reshuffles Portfolio Manager Lineup
Janus Capital Group has named a new skipper to run its flagship fund starting in February...
MutualFundWire.com - Tuesday, January 24, 2006 Views
Regulators Give OK to MFS Distribution Plan
The SEC has approved MFS Investments' plan to distribute $50 million in settlement money. MFS agreed to pay $50 million in disgorgement and penalties to settle revenue sharing charges with regulators in March of last year...
MutualFundWire.com - Monday, January 24, 2005
Gartmore Int'l Equities Team Gets Boost
Gartmore Investment Management has added two to its UK-based investment team managing two of its U.S.-sold funds, the Pacific & Emerging Markets Equities team.....
MutualFundWire.com - Monday, January 24, 2005 Views - Reader Rating: 2.71
USAA Launches Total Return Fund
San Antonio, Texas-based USAA launched a new total return fund on Monday. The firm's Total Return Strategy Fund will invest in stocks-ETFs, bonds and cash equivalents, according to a filing...
MutualFundWire.com - Monday, January 24, 2005 Views
Legg Mason Finds Acquisition Targets Few and Far Between
Legg Mason has raised $281 million for acquisitions, but it's not finding much to buy...
MutualFundWire.com - Monday, January 24, 2005 Views - Reader Rating: 4
ADP's Education Group Makes a Move
The payroll company relocates its investor education group...
401kWire.com - Monday, January 24, 2005 - Reader Rating: 1
401k ASP Taps Printing Partner
The plan provider finds that better technology is lowering the cost of printing...
401kWire.com - Monday, January 24, 2005 - Reader Rating: 2
ICI Hires Retirement Lobbyist
The mutual fund trade group has tapped a consultant from Mercer with a DoL background to develop its retirement lobbying strategy...
401kWire.com - Monday, January 24, 2005 - Reader Rating: 4
ICI Hires Retirement Lobbyist
The mutual fund industry's trade group has tapped Leslie Beth Kramerich to act as its retirement security and tax officer. Kramerich will focus on developing legislative strategies on tax and retirement issues for the Investment Company Institute...
MutualFundWire.com - Monday, January 24, 2005 Views
Deposit Timing is Once Again a Issue
The DoL is planning to rewrite its guidelines government how long plan sponsors have to get deferrals into plans...
401kWire.com - Monday, January 24, 2005 - Reader Rating: 4
Schwab Says 401k Advice is a Success
The Bay City provider has been offering free advice for a year now, and so far the strategy is working, say Schwab executives...
401kWire.com - Monday, January 24, 2005
How to Take Home the Cups
The 401kWire takes a look at the methodology behind PLANSPONSOR's annual defined contribution awards...
401kWire.com - Monday, January 24, 2005 - Reader Rating: 5
Genworth's GIC Group Hires One
A Capital One employee jumps ship...
401kWire.com - Monday, January 24, 2005
Callan Exec to Join Artisan
Eric Colson, manager of Callan Associates' institutional consulting group, will leave the San Francisco-based consultancy to join Artisan Partners, reports Pensions & Investments...
MutualFundWire.com - Monday, January 24, 2005 Views - Reader Rating: 2.33
Citi's Former In-House TA, Funds under Fire
Citigroup is working with regulators to reach a settlement an undisclosed relationship between its former in-house transfer agency, Citicorp Trust Bank, and some of its closed-end funds...
MutualFundWire.com - Monday, January 24, 2005
Is An Alternative to the Hard 4pm Near?
A defined contribution trade group continues to plug away...
MutualFundWire.com - Monday, January 24, 2005 Views - Reader Rating: 1
Feds Mull Action Against Two at Federated
Pittsburgh, Pennsylvania-based Federated Investors announced on Monday that the SEC and the New York State Attorney General are in the "process of determining whether to recommend the initiation of civil enforcement action" against two officers...
MutualFundWire.com - Monday, January 24, 2005 - Reader Rating: 1
E*Trade Dismisses CEO
The online broker and eBank has dumped Cotsakos in favor of a Telebank veteran...
MutualFundWire.com - Friday, January 24, 2003 Views - Reader Rating: 4
BenefitStreet Adds Auto-Rebalancing
TPAs using the Web-based recordkeeping platform will be able to offer sponsors and participants the ability to regularly reallocate investments...
401kWire.com - Friday, January 24, 2003 - Reader Rating: 3
Bay City Fund Firm For Sale
Thirteen funds are up for sale after the private-equity investor behind the firm decides to cash out...
MutualFundWire.com - Friday, January 24, 2003 Views - Reader Rating: 4
Merrill Consults Research Co-Head Moves to Windy City
Douglas Beck has decamped from Merrill Lynch to a Chicago-based rival to head its fund business...
MutualFundWire.com - Friday, January 24, 2003 Views - Reader Rating: 3
Amvescap Family Office Taps Morgan Stanley Exec
The new hire will focus on building business with affluent families in the Northeast...
MutualFundWire.com - Friday, January 24, 2003 Views - Reader Rating: 4
NYLIM Grows FA-channel Marketing
The Massachusetts-based bundled provider adds a marketing pro as part of a bigger push into the financial-advisor channel for its mid-large plan business...
401kWire.com - Friday, January 24, 2003 - Reader Rating: 2
CIGNA Operations Honcho Leaves
Other CIGNA retirement managers have assumed the duties of the now departed executive...
401kWire.com - Friday, January 24, 2003 - Reader Rating: 4
Prudential Preps Custom, Long-term Education
The retirement services unit of the insurer will deliver the service to its participants on a gradual basis...
401kWire.com - Friday, January 24, 2003 - Reader Rating: 5
NYLIM Inks Distribution Deal
The Massachusetts bundled provider aims to further expand its mid-plan business via this new distribution pact...
401kWire.com - Friday, January 24, 2003 - Reader Rating: 4
Social Index Tops S&P
AIM Weingarten Manager Steps Aside ... DSI 400 Trailed S&P 500 in 2001. ..
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
AIM Manager Departs
AIM Weingarten Manager Steps Aside ... DSI 400 Trailed S&P 500 in 2001. ..
MutualFundWire.com - Thursday, January 24, 2002 Views - Reader Rating: 3
Merrill Working on MDA
The brokerage giant is rushing to put follow in the footsteps of Merrill. Does this new product threaten funds? ..
MutualFundWire.com - Thursday, January 24, 2002 Views - Reader Rating: 3
Tool Picks Funds for Advisors
Morningstar has developed a tool to automate portfolio allocations among funds for advisors...
MutualFundWire.com - Thursday, January 24, 2002 Views - Reader Rating: 3
MFS Exec Retires
The exec in charge of strategic planning at the Boston firm has retired. ..
MutualFundWire.com - Thursday, January 24, 2002 Views - Reader Rating: 3
DoL Reveals Probe Progress
The DoL admits that Enron did nothing wrong with its blackout, but that is not stopping its review of 401ks. ..
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
Morningstar Edges Competitors to Win Public Plan Biz
Nationwide is bolstering its offering to public plans with a new alliance to offer aggressive education. ..
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
COO at e401k Firm is Gone
The startup announced today that its COO has stepped down. No permanent replacement is yet named...
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
Two Public Plans Make Choice
A Western public plan starts an administrator search. Nationwide wins two clients. ..
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
Bear Stearns Targets Unions
The firm has a new face to develop its Taft-Hartley client roster...
401kWire.com - Thursday, January 24, 2002 - Reader Rating: 3
Round Closed! Another $36 Million for Advice
One of the California Web-advice providers has closed another round of venture financing led by Reuters...
401kWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
E*Trade Picks Platform for Web 401k Plan
The broker has inked a deal with a 401k technology vendor to build the platform for its much-awaited Web plan. ..
401kWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
Guardian Grows Offerings
The insurer has added 12 new offerings for its group annuity product...
401kWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
January 24, 2001
Should Congress Overturn Gartenberg? ... UK Fund Supermarket Competition Grows. ..
MutualFundWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
January 24, 2001
AERS Statement Faux Pas ... Should Congress Overturn Gartenberg? ..
401kWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
The Fleet Gets More Admirals
Vanguard has brought its bargain basement loyalty shares to the bond arena...
MutualFundWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
FAM: Not Just Value Any More
Why is a leading value shop mulling over a socially responsible offering?..
MutualFundWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
Does After-Tax Reporting Matter?
It does to Confluence, which has launched a new service to provide the calculations...
MutualFundWire.com - Wednesday, January 24, 2001 - Reader Rating: 3
Reserve Funds Congratulates Competition
New York's Reserve Funds is taking the unusual step of praising the success of other funds in order to grow its own brand recognition...
MutualFundWire.com - Monday, January 24, 2000 Views - Reader Rating: 3
UAM Sells InvestLink
UAM continues to make news as today it sold its recordkeeping software firm to Federated Investors...
MutualFundWire.com - Monday, January 24, 2000 - Reader Rating: 3
Personnel Moves At Fortis and Turner
Fortis names Muenchau new national VP; Turner gives equity shares to six executives...
MutualFundWire.com - Monday, January 24, 2000 - Reader Rating: 3
Promotions at NY Life
New York Life Benefits Services (NYLBS) has promoted two of its own. Joel Disend, who was president and ceo of the unit, has now been named chairman and ceo. Thomas A. Clough will now serve as president. Previously, he was senior vice president of operations and professional services...
401kWire.com - Monday, January 24, 2000 - Reader Rating: 3
InvestLink Gets New Parent
In a highly anticipated move, United Asset Management (UAM) sold InvestLink Technologies to Federated Investors. As the 401kWire.com reported late last year (12/03/99), the industry was rife with rumors about UAM moving in this direction...
401kWire.com - Monday, January 24, 2000 - Reader Rating: 3
Y2K Lending by SEI and Chase Gets Little Response
The duo formed a lending facility late last year in order to insure liquidity for fund families -- but the greatly exaggerated demise of Western Civilization has left the facility larged unused so far...
MutualFundWire.com - Monday, January 24, 2000 - Reader Rating: 3
Odd Lots, January 24, 2000
Indexing isn't everything ... Love letter to Stansky...
401kWire.com - Monday, January 24, 2000 - Reader Rating: 3
Odd Lots, January 24, 2000
Indexing isn't everything ... Love letter to Stansky...
MutualFundWire.com - Monday, January 24, 2000 - Reader Rating: 3
New York Life Adds Spice to Site
Now that everyone has the Internet, it is time for the next step: improving it. The latest to make changes to its online service is New York Life Benefit Services, Inc. (NYLBSI) of Norwood Massachusetts...
401kWire.com - Monday, January 24, 2000 - Reader Rating: 3
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