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News Stories Archives - Since 1998
Teaming Up, an El-Erian-Backed Shop Powers a New MF
The folks at an institutional manager near NYC are helping launch a bond mutual fund focused on emerging markets...
MutualFundWire.com - Friday, April 5, 2024
9 Years In, a Midwestern Hancock Vet Rises
The executive now serves as a regional vice president at the recordkeeper...
401kWire.com - Friday, April 5, 2024
In CO, a DC Sales Vet Joins an RKer's Non-Qual Team
The new hire is joining a national retirement plan provider that is based in the Keystone State...
401kWire.com - Friday, April 5, 2024
Three of the Best RKers to Work For In 2024
A business magazine teams up with a workplace culture specialist to recognize 100 employers, including several in the defined contribution retirement plan business...
401kWire.com - Friday, April 5, 2024
Four of the Best Fund Firms to Work For In 2024
A business magazine teams up with a workplace culture specialist to recognize 100 employers...
MutualFundWire.com - Friday, April 5, 2024
Participants Favor Large Caps As 401k Trading Nearly Doubles
New data shows that international equity funds also climbed into third place last month when it comes to 401(k) assets...
401kWire.com - Friday, April 5, 2024
M*'s Holmes Hires a MassMutual Alum
The new addition joins the team that supports the investment research giant's 401(k) managed account business...
401kWire.com - Wednesday, April 5, 2023
An NFL Alum Is Buying Into the ETF Biz
A footballer-turned-mortgage-banker agrees to buy a shop that runs and subadvises mutual funds...
MutualFundWire.com - Wednesday, April 5, 2023 Views
Voya Debuts New Managed Accounts and Advice
The publicly traded recordkeeper rolls out a new program for retirement plan participants...
401kWire.com - Wednesday, April 5, 2023 - Reader Rating: 3
Principal Teams With M* On a New Default
The bundled provider's team is rolling out a hybrid QDIA solution that combines with any TDF family on the platform...
401kWire.com - Wednesday, April 5, 2023 - Reader Rating: 3
Three of the Best RKers to Work For In 2023
A business magazine teams up with a workplace culture specialist to recognize 100 employers...
401kWire.com - Wednesday, April 5, 2023 - Reader Rating: 5
Pan Pushes Back Against Yellen's Mutual Fund Warning
The ICI chief explains how money market funds and other open-end funds are not the problem in today's markets...
MutualFundWire.com - Wednesday, April 5, 2023 Views
An Ex-Fundster Chief Advises a Dept Store Titan
A familiar face recently joined the publicly traded retailer's board of directors...
MutualFundWire.com - Tuesday, April 5, 2022 Views
Teaming Up, a Texas RKer Tackles Rollovers
The provider's team is launching an IRA rollover solution for the small plan market...
401kWire.com - Tuesday, April 5, 2022 - Reader Rating: 4.43
A Trade Group Hires an Ex-B-D Ret Chief
The executive now serves as head of distribution research and annuities research at the organization...
401kWire.com - Tuesday, April 5, 2022
Charlie Nelson Hires a CX Chief
The new hire most recently hails from a simliar role at a pharmaceutical company...
401kWire.com - Tuesday, April 5, 2022
11 Years Post-IPO, a 52-Year-Old Fund Firm Sells
A four-year-old asset manager is taking the target private in a $293-million deal...
MutualFundWire.com - Tuesday, April 5, 2022 Views
Alight Builds Up a Participant Platform, And ...
The large and mega market recordkeeper's team is making one round of online upgrades this month. Stay tuned for a second round later this year...
401kWire.com - Tuesday, April 5, 2022 - Reader Rating: 5
Hamilton Lane Wraps Up a Liquid Alts Shop Purchase
The deal was first unveiled back in January by the alternative investing giant...
MutualFundWire.com - Monday, April 5, 2021 Views - Reader Rating: 5
Wagner Welcomes a 40-Year ERISA Law Vet
The new hire now serves as of counsel at the Beantown law firm...
401kWire.com - Monday, April 5, 2021
Three Internal Wholesalers Rise at Hancock
All three have been promoted into business development director roles at the provider...
401kWire.com - Monday, April 5, 2021
Near Philly, an Ascensus Vet Joins the Standard
Updated | The new hire will cover Delaware, New Jersey, New York, and eastern Pennsylvania...
401kWire.com - Monday, April 5, 2021 - Reader Rating: 1
Week In Preview, April 5 - April 11
This week, the teams at EBRI, Income America, and That401kSite.com are scheduled to host online events...
401kWire.com - Monday, April 5, 2021
Week In Preview, April 5 - April 11
This week, the teams at High Water Women, IDC, MFDF, and Nicsa are scheduled to host online events...
MutualFundWire.com - Monday, April 5, 2021 Views
A CT 401k Sales Vet Joins DST
The new hire previously worked for Lincoln...
401kWire.com - Friday, April 5, 2019 - Reader Rating: 5
RAC Appoints its First President
A 30-year veteran KPA and senior advisor of the council will hold the position until June 2020...
401kWire.com - Friday, April 5, 2019
Five Tips to Shape Your Shareholder Letter
A reader weighs in with methods for improving a standard communication platform for fundsters...
MutualFundWire.com - Friday, April 5, 2019 Views
How Much Money is Going to 401k Class Action Payouts?
401k-related suits typically involve less money than defined benefit cases. ..
401kWire.com - Friday, April 5, 2019 - Reader Rating: 2
An ERISA Specialist Joins Goodwin in D.C.
The firm's ERISA and executive compensation team now has nineteen members...
401kWire.com - Friday, April 5, 2019
Will Two Banks Create a $1.5T Asset Management Titan?
One publicly traded multinational is reportedly interested in buying another's asset manager to create and spin off a giant...
MutualFundWire.com - Friday, April 5, 2019 Views
Greenan Wants to Hear From 403b Sponsors
This year's survey will continue to examine auto-enrollment and auto-escalation trends...
401kWire.com - Friday, April 5, 2019
Three Tips For Upping Your Social Media Game
New research suggests that it's time for KPAs and other advisors to take their business social media use to the next level...
401kWire.com - Thursday, April 5, 2018
A College Trade Group Leads $400M Into a MEP
Robert Lambeth of CICV is bringing a newly created MEP to higher education, and the plan involves six different vendors ..
401kWire.com - Thursday, April 5, 2018 - Reader Rating: 4.5
Nelson Brings a Fourth Voya Unit Into the Retirement Fold
Yet don't expect team changes as part of the shift, the provider's chief says...
401kWire.com - Thursday, April 5, 2018 - Reader Rating: 1.67
Rising AUM? Declining Shares Outstanding? Time to Plug the Leak
A consultant to asset managers ponders active asset managers' growth challenges...
MutualFundWire.com - Thursday, April 5, 2018 Views - Reader Rating: 5
Needles Promotes a Key Am Beacon Vet
The exec adds titles at both the subadvised mutual fund shop and its parent...
MutualFundWire.com - Thursday, April 5, 2018 Views
Meketa's Co-Chiefs Promote a DC Consultant
Seven Meketa principals are now shareholders of the Beantown firm...
401kWire.com - Thursday, April 5, 2018
How Will Asset Management Change By 2020?
Morgan Stanley and Oliver Wyman ponder the global future of asset management and wholesale banking...
MutualFundWire.com - Thursday, April 5, 2018 Views
Voya's Vailliancourt Promotes in the NE
Continuing its "focus on growth," the RKing giant has promoted a five year vet to its distribution leadership...
401kWire.com - Thursday, April 5, 2018
An Omaha TPA Aligns with GRPAA and LPL
Bill Chetney welcomes another member firm to his KPA alliance. ..
401kWire.com - Wednesday, April 5, 2017
What's Next for Redwine?
After 26 years leading U.S. Bancorp Fund Services, Joe Redwine talks about his plans and reflects on the future of asset management...
MutualFundWire.com - Wednesday, April 5, 2017 Views
Widger Promotes and Hires Three Brinker Platform Execs
The Berwyn, Pennsylvania-based TAMP expands its investment team with a new hire and two promotions...
MutualFundWire.com - Wednesday, April 5, 2017 Views
Warren to Display Retirement Ripoff Counter Across Washington
The Senator will host an event in opposition to the DoL's recent delay to the fiduciary rule. ..
401kWire.com - Wednesday, April 5, 2017 - Reader Rating: 1
The DoL Delays ... and Tweaks Might Be Next
After months of uncertainty, the DoL finalizes its proposed 60-day fiduciary regulation delay and looks into modifying the controversial reg itself...
MutualFundWire.com - Wednesday, April 5, 2017 Views
The DoL Grants More Time to Fiduciaries
The delay is official, but there is still a long road ahead for the fiduciary rule. ..
401kWire.com - Wednesday, April 5, 2017
A Distro Vet Guides an Exchange Ally Into 40 Act Country
An asset manager in Virginia is entering the mutual fund and ETF business, and an industry distribution veteran will lead the way...
MutualFundWire.com - Tuesday, April 5, 2016 Views
VIM Hires a Private Banking Alum For a MASSive Spot
The new exec will lead asset allocation for a team at the retirement plan provider's asset management unit...
MutualFundWire.com - Tuesday, April 5, 2016 Views
This Bank Will Start Targeting KPAs In 2017
A regional bank's retirement plan chief is rebuilding its customer service this year. Next year, he's going after intermediaries...
401kWire.com - Tuesday, April 5, 2016 - Reader Rating: 4.5
Fidelity Wins $235MM Manufacturer Plan
A provider of lift trucks and warehouse solutions has chosen Fidelity to consolidate and recordkeep its retirement plans, following recent business growth...
401kWire.com - Tuesday, April 5, 2016 - Reader Rating: 5
The 7th Annual DCIIA Public Policy Forum Kicks Off
DCIIA meets in Washington D.C at the Mandarin Oriental...
401kWire.com - Tuesday, April 5, 2016 - Reader Rating: 2
Pentegra Welcomes a Midwest Regional Director
Pentegra Retirement names a new regional director covering the upper Midwest...
401kWire.com - Tuesday, April 5, 2016
Nothing Cheesy About this TPA Hire
After a wide net was cast, TRA finds its new regional sales manager. ..
401kWire.com - Tuesday, April 5, 2016
A Pacific Northwest Consulting Firm Promotes a New CFO
A Portland, Oregon-based advisory firm has promoted a new chief financial officer from within...
401kWire.com - Tuesday, April 5, 2016
Is This the End of the Beginning of the ETF Boom?
New ETF launches plummit, and flows and assets remain highly concentrated...
MutualFundWire.com - Tuesday, April 5, 2016 Views
A Fido Value PM Becomes…A Telecom Executive?
Fidelity emigre had 13-year run as portfolio manger...
MutualFundWire.com - Friday, April 5, 2013 Views
A VP Leaves Diversified
Peggy Santhouse is no longer working for the recordkeeper...
401kWire.com - Friday, April 5, 2013 - Reader Rating: 2
Stork and Reaper for the Week of April 5, 2013
Read up on the latest mutual fund product changes!..
MutualFundWire.com - Friday, April 5, 2013 Views
Graff Hammers Obama's IRA Proposal
The ASPPA chief derides the president's proposed cap on IRA contributions. ..
401kWire.com - Friday, April 5, 2013 - Reader Rating: 5
A Firm Uses Indices to Show Worth of Young Funds
Asset manager, which got its name from a scene in a Richard Dreyfus movie, publishes indices to demonstrate fund strategy effectiveness...
MutualFundWire.com - Friday, April 5, 2013 Views
Reish Finds His Online Voice
A top defined contribution industry legal eagle launches a new venture...
401kWire.com - Friday, April 5, 2013
A Colorado Firm Names a Strategy Head
Exec will handle investment strategy for $11.4B shop...
MutualFundWire.com - Friday, April 5, 2013 Views
DailyAccess Brings in Salesman for New Territory
The recordkeeper is looking to sell to advisors in the upper midwest...
401kWire.com - Friday, April 5, 2013 - Reader Rating: 2
Bigger Advisors Prefer Wholesalers to Web Sites
New research examines how intermediaries research mutual funds and mutual fund shops...
MutualFundWire.com - Friday, April 5, 2013 Views - Reader Rating: 4
State Street Launches Senior Bank Loan ETF
The new ETF is the first of its kind, according to Reuters...
MutualFundWire.com - Friday, April 5, 2013 Views
ETFs and Index Funds Are Neck-to-Neck in Costs
WSJ says that indexers challenge the fee advantage of ETFs...
MutualFundWire.com - Friday, April 5, 2013 Views
Investors Like Gross' ETF More Than His Giant Fund
Flows are down for the Total Return Fund, but still high for the Total Return ETF...
MutualFundWire.com - Friday, April 5, 2013 Views
Where Do Active PMs Crush Their Passive Competitors?
Here's one place where active managers are winning, hands down...
MutualFundWire.com - Friday, April 5, 2013 Views - Reader Rating: 5
NAGDCA Execs Meet Hill Staffers
The trade association for state and local DC plans is seeking more incentives and balanced fee disclosures...
401kWire.com - Thursday, April 5, 2012
NY Life Shows Advisors a New Front Door
The plan provider is planning to add social media to its Web portal for advisors and plan sponsors...
401kWire.com - Thursday, April 5, 2012 - Reader Rating: 5
Transamerica Goes to ATX with New Veep
The move fills a wholesaler post covering the southern United States...
401kWire.com - Thursday, April 5, 2012 - Reader Rating: 1
Arrow Hires An ETF Expert
Arrow has hired an trading expert ahead of the expected launch of its first ArrowShares ETF...
MutualFundWire.com - Thursday, April 5, 2012 Views
LIMRA Allies for Retirement Income Solution
The marketing think tank has signed on with a back office to bring its members a retirement income solution...
401kWire.com - Thursday, April 5, 2012
The 401k Coach Reaches Out to a Broader Audience
Charlie Epstein pens a book to guide participants through 401(k) 2.0...
401kWire.com - Thursday, April 5, 2012
Fifth Third Does Another Deal
The Cincinnati company is selling its money market funds in a second deal announced today...
MutualFundWire.com - Thursday, April 5, 2012 Views
Touchstone Buys 16 More Funds
The Cincinnati company will add the assets of 16 funds o its AUM following the closing of the deal...
MutualFundWire.com - Thursday, April 5, 2012 Views
Why ETFs are not Taking Over 401k
Those holding their breathe waiting for ETFs to dominate the 401(k) market are turning blue .....
MutualFundWire.com - Thursday, April 5, 2012 Views
iShares Launches Two More ETFs Through BATS
The ETF titan offers two more fixed income ETFs...
MutualFundWire.com - Thursday, April 5, 2012 Views
Fidelity is First to Adopt Clean Fund Distribution in the U.K.
What would mutual fund supermarkets look like if revenue sharing payments and platform fees paid from fund assets were forbidden?..
MutualFundWire.com - Thursday, April 5, 2012 Views
Two SEI Funds Add Sub-Advisors
The pair of stock funds also adds PMs...
MutualFundWire.com - Tuesday, April 5, 2011 Views
EPIC Reshuffles Client Service Team
A relationship manager at the Rochester, NY-basde firm falls victim to a changes at the RKing TPA...
401kWire.com - Tuesday, April 5, 2011 - Reader Rating: 1.5
A $840M Govt Plan Issues an RFP
A long-time Nationwide government plan client is looking at other options...
401kWire.com - Tuesday, April 5, 2011
A New Fund Firm Offers a Passive Balanced Fund
Updated | A Tennessee RIA launches its first mutual fund for a niche group of advisors...
MutualFundWire.com - Tuesday, April 5, 2011 Views - Reader Rating: 5
Allianz Snags an AllianceBernstein Vet
There's a new face on Allianz's DC team...
401kWire.com - Tuesday, April 5, 2011
CPI Adds a Fund Family
The Great Bend, Kansas-based RKing TPA adds new funds to its platform...
401kWire.com - Tuesday, April 5, 2011
Six American Funds Join a Provider's Menu
The insurer looks to attract more attention to its lineup with some new inclusions...
401kWire.com - Tuesday, April 5, 2011
Mercer Elevates One DC Chief and Anoints Another
The consulting firm has a new consulting chief in place...
401kWire.com - Tuesday, April 5, 2011
Aon Snags a Trio of ACS Sales Exces
A trio of former ACS sales execs turn up at Aon Hewitt...
401kWire.com - Tuesday, April 5, 2011
Morningstar Looks for Good No-Load World Diversified Funds
The data shop says there are slim pickings when it comes to no load diversified funds...
MutualFundWire.com - Tuesday, April 5, 2011 Views
Gatch Hires a Strategic Distribution Chief From Gross
JPMorgan wins over a former Pimco exec...
MutualFundWire.com - Tuesday, April 5, 2011 Views
Energy Funds Enjoy Outsized Returns
High oil prices has translated into millions in profits for some mutual funds...
MutualFundWire.com - Tuesday, April 5, 2011 Views
Who Will Head BofA's Wealth Management Unit?
Andy Sieg and John Thiel head a short list of candidates to replace the departing Lamoth...
MutualFundWire.com - Tuesday, April 5, 2011 Views
Wells Fargo Nails a $2 Billion Plan
The company wins a large DC client from ADP...
401kWire.com - Monday, April 5, 2010 - Reader Rating: 3
AUL Launches a Stable Value Fund
The company now has a new defined contribution offering..
401kWire.com - Monday, April 5, 2010
Top 40 Advisor: Joel Shapiro
This SoCal-based former ERISA attorney lands in the top 40 DC advisors of 2009 as one of ten finalists in the large market...
401kWire.com - Monday, April 5, 2010 - Reader Rating: 5
Sentinel Plans to Grow its Sales Force
Coming off a record year, the Vermont-based asset manager is looking to expand its team...
MutualFundWire.com - Monday, April 5, 2010 Views - Reader Rating: 4
Chicago Transit Authority Gives Potential Providers a Green Light
The public firm issued an RFP at the end of last month..
401kWire.com - Monday, April 5, 2010
RPAG Lures a Wamco and Pimco Alum
Updated | The network of retirement plan advisors adds an investment analyst focused on fixed income...
401kWire.com - Monday, April 5, 2010
For the First Time, Aberdeen Will Run Ads in the U.S.
The asset manager spent more than a million dollars on the six-week campaign...
MutualFundWire.com - Monday, April 5, 2010 Views
Jeff Gundlach Sets a Date
Jeff Gundlach is launching his first two mutual funds post-TCW tomorrow...
MutualFundWire.com - Monday, April 5, 2010 Views
The Search Continues at Great-West
The Colorado-based plan provider continues its hunt for a business development director to bolster its efforts in the education space...
401kWire.com - Monday, April 5, 2010
Guaranteed Products Need to Evolve, Says Bush
Brightworks Partners creates a report on three big-name guaranteed income products...
401kWire.com - Monday, April 5, 2010 - Reader Rating: 5
New Rules Could Further Thin the Ranks of Money Funds
The new rules, which would start going into effect next month, could trigger more exits from the money fund industry...
MutualFundWire.com - Monday, April 5, 2010 Views
WSJ Rankings Favor Value Funds
Aegis and Legg Mason funds top the list...
MutualFundWire.com - Monday, April 5, 2010 Views
How Invincible are Absolute Return Funds?
The funds promise gains whether the market goes up or down, but do they deliver?..
MutualFundWire.com - Monday, April 5, 2010 Views
Star Manager Bruce Berkowitz is Not Star-Struck
The WSJ takes a look at fund managers that make it a point to get acquainted with CEOs of businesses they invest in...
MutualFundWire.com - Monday, April 5, 2010 Views
WSJ Targets Risk-Based Funds
Asset allocation funds gain some ink in the national paper...
MutualFundWire.com - Monday, April 5, 2010 Views
Brains? Check. Very Thick Skin? Check. A Pimco Survival Guide
The Los Angeles Times delves into what it takes to survive at Pimco...
MutualFundWire.com - Monday, April 5, 2010 Views
Professional Fiduciary Partners
Where do plan sponsors turn when evaluating their responsibilities to their plan participants? A Lone Star State firm offers its specialized services as an answer...
401kWire.com - Thursday, April 5, 2007 - Reader Rating: 5
More Providers On Law Firm's List
A West Coast law firm has bared a longer list of providers it is currently investigating over 401(k) fees...
401kWire.com - Thursday, April 5, 2007 - Reader Rating: 4.33
TIAA-CREF Makes Fee Change
TIAA-CREF will raise the expense fee ratios on several of their funds for the second time in two years...
MutualFundWire.com - Thursday, April 5, 2007 Views - Reader Rating: 2.78
Teacher's Trust Returns to Court Despite Spitzer Deal
The New York State United Teaches Member Benefits Trust is back in the news today as participants enter a class action suit against the trust for breach of fiduciary responsibility...
401kWire.com - Thursday, April 5, 2007
Wells Fargo in a Pod ... Cast, That Is
The bank provider adds a wagon-load of features to its participant website. ..
401kWire.com - Thursday, April 5, 2007 - Reader Rating: 1
Lincoln Preps for the Second Coming
The retirement income industry is moving quickly to meet the needs of the first wave of Boomers. Now, Lincoln Financial is stepping up to avoid a potential "boomer bust"...
MutualFundWire.com - Thursday, April 5, 2007 - Reader Rating: 2.5
Another Ex-Morgan Stanley Employee Arrested
A former Morgan Stanley employee was arrested Wednesday on charges tied to the theft of proprietary data on the firm's hedge fund clients...
MutualFundWire.com - Thursday, April 5, 2007
Managed Risk Advisors to Merge
Parametric Portfolio Associates, a subsidiary of Eaton Vance Corp., today indicated that they have signed an definitive agreement with Managed Risk Advisors, LLC...
MutualFundWire.com - Thursday, April 5, 2007
Promotions Pick-up at PIMCO
Spring must be the season dedicated to promotions at PIMCO. They have 11 new executive vice presidents, 16 new senior vice presidents, 33 new vice presidents and partrige in a pear tree. ..
MutualFundWire.com - Thursday, April 5, 2007 Views - Reader Rating: 3.33
Genworth Financial Gets Bigger and Prepares for Market Dominance
Genworth Financial is taking an aggressive approach to growing their retirement income business. Their recent restructuring has the giant's retirement income group poised to take over the industry...
MutualFundWire.com - Thursday, April 5, 2007 - Reader Rating: 2.67
SEC Wants In On the Fee Fighting Action
The head of the regulatory body reveals that they like disclosure, too. ..
401kWire.com - Thursday, April 5, 2007 - Reader Rating: 5
Performance Fees Proliferate
Performance based fees are proliferating further in the fund industry, reports the Chicago Tribune...
MutualFundWire.com - Thursday, April 5, 2007 Views - Reader Rating: 2
Janus Ups Intech Stake
Janus now has an 86.5-percent stake in Intech...
MutualFundWire.com - Thursday, April 5, 2007 Views - Reader Rating: 1
Thornburg to Get City Backing
The city of Sante Fe gives back to Thornburg...
MutualFundWire.com - Thursday, April 5, 2007 Views
Manager Turnover Rate At Putnam 'Alarming'
What do Fidelity and Putnam have in common apart from their Boston roots? A string of exits from their international teams, according to Morningstar. ..
MutualFundWire.com - Wednesday, April 5, 2006 Views
Pension Bill Won't Be Ready By Friday-Thomas
Congress may miss its pension bill deadline as Rangel comes out against 401(k) plans...
401kWire.com - Wednesday, April 5, 2006
ACS HR Managing Director Makes Move
One of the top executives at ACS HR Solutions (formerly Mellon HR) is packing up to move to a new outsourcer on the block...
401kWire.com - Wednesday, April 5, 2006
What is the Best Plan in America?
JPMorgan Retirement Plan Services told its plan sponsor clients gathered for its annual conference this week that it can now answer that question...
401kWire.com - Wednesday, April 5, 2006 - Reader Rating: 3.33
NASD Fines AIG Affiliate Over Directed Brokerage
The NASD has imposed a fine of over $1.1 million against AIG affiliate American General Securities Inc in connection with its revenue sharing program...
MutualFundWire.com - Wednesday, April 5, 2006
HighMark Adds Funds
HighMark Capital Management Inc. (HCM) has completed its adoption of the Bailard Opportunity Funds. The deal, which was greenlighted by shareholders on March 30 and completed on April 3, sent the Bailard funds to three newly-established series of HighMark Funds, a Massachusetts business trust...
MutualFundWire.com - Wednesday, April 5, 2006 Views - Reader Rating: 4
Oppenheimer Fund Closed Tight for Now
Oppenheimer will close one its commodities-linked fund later this month, according to a company filing, and not even existing investors will be able to contribute further cash...
MutualFundWire.com - Wednesday, April 5, 2006 Views
Leuthold Plans New Versions of Closed Funds
The day before it officially closed two funds to new investors, Leuthold Weeden Capital Management filed a post-effective amendment detailing plans for two new funds with similar objectives...
MutualFundWire.com - Wednesday, April 5, 2006 Views
Portland Fund Firm Adds California Rep
IMS Capital Management has hired Tighisti "TK" Kiflit to help market the family's group of funds. Kiflit, a former regional education consultant with Fidelity Investments, will be responsible for marketing the funds to intermediaries, including advisors, consultants and plan sponsors. Kiflit will be based in San Jose, California, marking a third location for IMS...
MutualFundWire.com - Tuesday, April 5, 2005 Views
Vanguard Streamlines Data Ops
The number two fund family has chosen BMC Software, a Houston, Texas-based vendor, to streamline its data operations .....
MutualFundWire.com - Tuesday, April 5, 2005 Views
Newport Hedges its Bets
The provider gives participants access to hedged strategies. ..
401kWire.com - Tuesday, April 5, 2005
Taking Corrective Action Just Got Easier
Regulators are proposing to expand a program that allows sponsors to voluntarily correct violations...
401kWire.com - Tuesday, April 5, 2005 - Reader Rating: 5
Aon Promotes Retirement Consultant
The greater Philadelphia area gets a new retirement practice leader...
401kWire.com - Tuesday, April 5, 2005
Calculators Work!
All of those online tools are having an effect...
401kWire.com - Tuesday, April 5, 2005 - Reader Rating: 4
EBRI/ASEC Survey Shows Providers How to Get SMarT
Making sure that workers take full advantage of 401k programs should not be difficult. And, the Retirement Confidence Survey shows the way...
401kWire.com - Tuesday, April 5, 2005
Fund Firm Launches 401k Loan Software
What does a money fund firm have to offer 401k sponsors and recordkeepers?..
401kWire.com - Tuesday, April 5, 2005 - Reader Rating: 3
Judge OKs Settlement in Company Stock Case
The energy company will settle three suits for $87.5 million. Participants claimed its stock was not a prudent investment option...
401kWire.com - Tuesday, April 5, 2005
MainStay Makes Asset Allocation Bet
New York Life's Mainstay Funds is jumping on the asset allocation fund bandwagon. The insurer's fund arm is launching four asset allocation funds of funds. Asset allocation funds have been some of the best selling products over the past year. ..
MutualFundWire.com - Tuesday, April 5, 2005 Views - Reader Rating: 2.33
Delaware Hires Five Away from Transamerica
Delaware Investments is establishing a new investment management team outpost in San Francisco with the hire of four managers from Transamerica Investment Management, the company announced on Monday...
MutualFundWire.com - Tuesday, April 5, 2005 Views
Bachelor Party Haunts Ex-Fido Trader
A Fidelity trader is once again in the papers because of his blow out bachelor party. The ex-Fido trader, Thomas Bruderman, threw the $200,000 party on eve of his marriage to the daughter of ex-Tyco CEO Dennis Kozlowski in the summer of 2003. Why is it an issue for Fidelity? ..
MutualFundWire.com - Tuesday, April 5, 2005 Views
NASD Shakes Up Point-of-Sale Disclosure Rules
The NASD is moving point-of-sale disclosure into the modern age. The self-regulating body's Mutual Fund Task Force has come out with a series of recommendations for mutual fund point-of-sale disclosure built around the internet...
MutualFundWire.com - Tuesday, April 5, 2005 Views
New Janus Ads Tout Performance
The embattled Denver fund firm launches an ad campaign that underscores product superiority...
MutualFundWire.com - Monday, April 5, 2004 Views
Fund Firm Reaches Out to TPAs
OppenheimerFunds introduces a product aimed at one of the fastest growing segments in the retirement plan market...
401kWire.com - Monday, April 5, 2004 - Reader Rating: 4.33
ACB Evaluates Endorsements
Pentegra CEO says that its endorsement by America’s Community Bankers will likely continue...
401kWire.com - Monday, April 5, 2004 - Reader Rating: 1
Former BoA Broker Indicted
Theodore Sihpol indicted on 40 counts for aiding Canary Capital Partners...
MutualFundWire.com - Monday, April 5, 2004 - Reader Rating: 5
Parnassus Goes No-Load
The San Francisco investment company now offers four no-load funds...
MutualFundWire.com - Monday, April 5, 2004 Views
Janus Exec Takes Leave
Company announces EVP of Institutional Sales taking indefinite leave...
MutualFundWire.com - Monday, April 5, 2004
$800 Million Sponsor Dumps Putnam
The Hanford Site Savings Plan moves to Vanguard...
401kWire.com - Monday, April 5, 2004 - Reader Rating: 4.4
BISYS Hires for Distribution Group
BISYS Distribution Solutions Group has hired a new vice president of marketing...
MutualFundWire.com - Monday, April 5, 2004 Views - Reader Rating: 3
EBRI: Savings Rate Does Not Budge
People prefer people, or even paper, to computers finds the National Retirement Survey...
401kWire.com - Monday, April 5, 2004 - Reader Rating: 3.5
Putnam Reports More Policy Violations in DC Unit
Employees at Putnam Fiduciary Trust Company violated company policies involving corporate expense payments...
401kWire.com - Monday, April 5, 2004 - Reader Rating: 3
Bear Hug Squeezes Fund Assets
More than one hundred fund firms lost more than a quarter of their assets in the Bear market so far says FRC data...
MutualFundWire.com - Thursday, April 5, 2001 Views - Reader Rating: 3
Trust Firm Offers IRAs to TPAs
An Arizona-based trust company adds an IRA for value-added service. ..
401kWire.com - Thursday, April 5, 2001 - Reader Rating: 3
No Layoffs at T. Rowe
T. Rowe Price Assets Drop 11% ... Lincoln Adds Profiles to Web site ... InvestorForce Taps Hedge Fund Head ... Siebert Opens Womens Financial Network..
401kWire.com - Thursday, April 5, 2001 - Reader Rating: 3
No Layoffs at T. Rowe
T. Rowe Price Assets Drop 11% ... Lincoln Adds Profiles to Web site ... InvestorForce Taps Hedge Fund Head ... Siebert Opens Womens Financial Network..
MutualFundWire.com - Thursday, April 5, 2001 Views - Reader Rating: 3
Consultant Makes Advice Selection
New York City-based Booz Hamilton will add an advice provider for its 8,000 plus employees next month...
401kWire.com - Thursday, April 5, 2001 - Reader Rating: 3
Dreyfus Builds Web Team
The Mellon Bank unit has tapped a new executive to head a recently hired team of Web marketers...
MutualFundWire.com - Thursday, April 5, 2001 Views - Reader Rating: 3
Calling All Shoppers! Tech Firm Seeks Blue-Light Values
Despite a near billion-dollar plunge in assets under management, the high-octane firm is ready to pull out its wallet to buy bargain-priced value managers...
MutualFundWire.com - Thursday, April 5, 2001 - Reader Rating: 3
Ex-Hancock Exec Joins Fidelity
A former senior exec of the insurer's 401k biz will stay in Beantown...
401kWire.com - Thursday, April 5, 2001 - Reader Rating: 3
SEC Proposes Advisor Database
Investors would be able to access basic information about financial advisors online. Advisors would use the same system for registration...
MutualFundWire.com - Wednesday, April 5, 2000 Views - Reader Rating: 3
Vanguard Trumps Fidelity
The world's largest mutual fund is no longer as Vanguard has surpassed it with its passively managed fund...
MutualFundWire.com - Wednesday, April 5, 2000 Views - Reader Rating: 3
Delaware Hires in the Southwest
Delaware has a new sheriff in town looking after sales and relationship management in the Southwest...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
More TPAs Tap Corbel
A brace of firms has chosen one of the software company's Quantech products...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
CIGNA Revamps 401(k) Products And Distribution
The firm is concentrating on the mid-market, and adding direct sales...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
KeyTradeOnline and Investlink Form Alliance
The new partnership will give participants access to brokerage accounts and live brokers...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
Instinet To Develop Fund Platform
Instinet's retail brokerage service should be launching sometime in April -- as part of the package the ECN is developing a fund marketplace...
MutualFundWire.com - Wednesday, April 5, 2000 Views - Reader Rating: 3
Odd Lots, April 5, 2000
BlackRock beats the rap ... Vanguard vanquished ... Licking their wounds...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
Odd Lots, April 5, 2000
BlackRock beats the rap ... Vanguard vanquished ... Licking their wounds...
MutualFundWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
Plan Info Quicker with Quicken
Business Logic of Chicago, Illinois is allying with Intuit (Nasdaq: INTU) and will be joing that firm's Open Financial Exchange Solution Provider [OSP] program. By making this move, Business Logic will be able to provide customers with its online financial services via Intuit's desktop and associated software, such as Quicken...
401kWire.com - Wednesday, April 5, 2000 - Reader Rating: 3
Pru DC Head to Step Aside
Prudential will announce a new chief for its DC business next week. Its current head is leaving to pursue personal interests...
MutualFundWire.com - Monday, April 5, 1999 Views - Reader Rating: 3
Pru DC Head to Step Aside
Prudential will announce a new chief for its DC business next week. Its current head is leaving to pursue personal interests...
401kWire.com - Monday, April 5, 1999 - Reader Rating: 3
Bankers Trust Launches Merger Fund for Advisors
Looking to pull more advisors into the fold, BT has launched an enhanced index fund that seeks to arbitrage merger activity...
MutualFundWire.com - Monday, April 5, 1999 Views - Reader Rating: 3
Study Shows Roth IRA Off to Weak Start
Fund companies are pitching the benefits of Roth IRAs, but a new survey shows retirement investors are opening accounts much more slowly than hoped. One in ten investors thinks IRA stands for "Indivisible Retirement Allowance."..
MutualFundWire.com - Monday, April 5, 1999 Views - Reader Rating: 3
TAG On: Controlled Groups in Non-Profit Corps
A reader wants to know if it is possible to have a controlled group of non-profit corporations. ..
401kWire.com - Monday, April 5, 1999 - Reader Rating: 3
Cops Find DC Arresting
Livonia, Michigan is introducing a defined contribution plan to the town's police officers...
401kWire.com - Monday, April 5, 1999 - Reader Rating: 3
Supermarket to Spin-Off
Toronto-Dominion will be the latest company to cash in the on 'Net stock craze with a late Spring IPO for Waterhouse...
MutualFundWire.com - Monday, April 5, 1999 Views - Reader Rating: 3
Odd Lots, April 5, 1999
Van Wagoner leader of the pack ... Internet stock brokers may be feeding at fund companies troughs ... Sector SPDRs a threat to sector funds? ... Another fund benefits from Japan's turnaround. ..
MutualFundWire.com - Monday, April 5, 1999 Views - Reader Rating: 3
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