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News Stories Archives - Since 1998
Passive Inflows Rise 25 Percent, But ... The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 19, 2021
Borzi and Rutledge Talk ESG, Fiduciary Regs, and More Two recent EBSA chiefs and a former politician chat at a DC industry conference... 401kWire.com - Monday, April 19, 2021
At a Minnesota TPA, a 31-Year Industry Vet Rises The senior retirement plan consultant is now a principal at the firm... 401kWire.com - Monday, April 19, 2021
Epic Plugs In to a 316 and Possible PEP Partner The Empire State RKer teams up with a TPA and prepares for new group plans... 401kWire.com - Monday, April 19, 2021
Week In Preview, April 19 - April 25 This week, the teams at Charles Schwab, EBRI, Fi360, LeafHouse Financial, OneAmerica, P&I, PlanAdviser, PSCA, That401kSite.com, and WiPN are scheduled to host online events... 401kWire.com - Monday, April 19, 2021
Week In Preview, April 19 - April 25 This week, the teams at Charles Schwab, ETF.com, FIASI, FRA, IDC, IMEA, MFDF, MMI, and Nicsa are scheduled to host online events... MutualFundWire.com - Monday, April 19, 2021
TIAA Wins a $35MM RKing Consolidation Updated \| A plan sponsor in New England chooses a sole RKer for its DC plan... 401kWire.com - Thursday, April 19, 2018
Four Cybersecurity Warnings For KPAs An NSA veteran who now works for a giant B-D shares some ways for advisors to better protect themselves and their clients from things that go bump in the Internet's pervasive night... 401kWire.com - Thursday, April 19, 2018
Hung Hires a U.S. Distro Chief The new hire will oversee DC I-O, relationship management, third-party distribution, and more... MutualFundWire.com - Thursday, April 19, 2018
Lincoln Wins a $160MM NorCal Quartet After months of scoring and consideration, a northern California county has replaced two providers with Lincoln... 401kWire.com - Thursday, April 19, 2018
The SEC Commishes Make Their Fiduciary Reg Pitch, and Rollovers Factor In The regulatory agency vote four to one in favor of their own package of proposals that would apply more broadly than the currently-in-limbo DoL version... 401kWire.com - Thursday, April 19, 2018
Bachu Hires Six, Concluding a Key Search The URPC chief brings on a national sales director, and welcomes five more. .. 401kWire.com - Thursday, April 19, 2018 - Reader Rating: 4
Clayton Makes His Fiduciary Stand With the DoL's fiduciary rule still in limbo The SEC chief proposes his own fiduciary rule, and most of his colleagues line up to support taking next steps... MutualFundWire.com - Thursday, April 19, 2018
Voya Brings on Another RVP for Northeastern Sales The recordkeeper has hired again, bringing on a Transamerica and ADP vet... 401kWire.com - Thursday, April 19, 2018 - Reader Rating: 3
Pimco Rockets Back, But Passive Titans Still Dominate M* releases its latest monthly mutual fund flows report, and the fixed income giant brought in billions ... but two big indexers brought in tens of billions... MutualFundWire.com - Wednesday, April 19, 2017
A TIAA Executive Pursues Consulting A corporate-level executive from the firm is moving on... 401kWire.com - Wednesday, April 19, 2017
Touchstone Buys a National Insurer's Mutual Fund Biz The Touchstone deal is expected to close in September and to push the mutual fund shop's AUM to $20 billion... MutualFundWire.com - Wednesday, April 19, 2017
TIAA Pinpoints Non-Profit Plan Sponsors' Concerns TIAA does its first non-for profit plan sponsors survey. .. 401kWire.com - Wednesday, April 19, 2017
A 7-Year-Old RIA Launches its First Mutual Fund This RIA chose to work with Ultimus Solutions to enter the mutual fund business... MutualFundWire.com - Wednesday, April 19, 2017
What is the Top Priority For Plan Sponsors? PIMCO has unveiled a new survey to help plan sponsors understand the views and consulting services available within the defined contribution retirement market.. 401kWire.com - Wednesday, April 19, 2017 - Reader Rating: 4
Former Ascensus Exec Joins T. Rowe Price An executive from the Lone Star state has officially joined T. Rowe Price's growing retirement plan sales team!.. 401kWire.com - Wednesday, April 19, 2017 - Reader Rating: 1.67
Ascensus Broadens Small Market Products The service provider now offers the service to ERISA 403(b) plans. .. 401kWire.com - Wednesday, April 19, 2017 - Reader Rating: 5
BlackRock-Mellon-Stanley-AIG Wasn't Meant to Be In a long and wide-ranging interview, Larry Fink talks about the deals that he passed up on, and the ones he's still looking for... MutualFundWire.com - Wednesday, April 19, 2017
TIAA Cleans Up a $255MM 457 Plan TIAA cleans up a 457 plan spill in Los Angeles County... 401kWire.com - Tuesday, April 19, 2016
Kristi Mitchem Takes Over a $480B Shop The veteran DC I-O executive will lead asset management for a giant, publicly-traded bank... 401kWire.com - Tuesday, April 19, 2016 - Reader Rating: 4
A Top SSgA Alum Takes Over Wells Fargo AM The new hire succeeds Mike Niedermeyer, who retired last month... MutualFundWire.com - Tuesday, April 19, 2016
NAPA Names its New 2016-2017 Prez NAPA announces Denoyior's 2016-2017 replacement... 401kWire.com - Tuesday, April 19, 2016 - Reader Rating: 1
As Manning Buys Rainier, Another Buyer Snaps Up a Piece The Seattle fund firm unveils a second deal, for a single mutual fund... MutualFundWire.com - Tuesday, April 19, 2016
Murphy's Team Wins $10.4B with DC Plan Trio Empower Retirement amps up its AUM in Q2 2016... 401kWire.com - Tuesday, April 19, 2016 - Reader Rating: 4.44
ICYMI: Fradin Exits Sungard Post-FIS Acquisition Former president and CEO of SunGard exits company... 401kWire.com - Tuesday, April 19, 2016 - Reader Rating: 4
Every Fundster Has a Plan Until They Get Punched In the Face The SEC's chief watcher reveals the results of the regulatory agency's flash sweep of junk bond funds in the wake of the Third Avenue Focused Credit Fund's infamous collapse... MutualFundWire.com - Tuesday, April 19, 2016
DFA and AQR Face Flak From Teachers A national group attacks a host of asset managers, claiming that they're unfriendly to public sector pension plans... MutualFundWire.com - Friday, April 19, 2013 - Reader Rating: 4
Stork and Reaper for the Week of April 19, 2013 Read up on the latest mutual fund product launches and updates!.. MutualFundWire.com - Friday, April 19, 2013
A Boutique Manager Wants to Grow its Sales Staff By 15% Firm looking for a mix of internals and externals to promote funds from 12 managers... MutualFundWire.com - Friday, April 19, 2013
How Do Advisors Build a Moat in a Fee Disclosure World? An fi360-affiliate tests a benchmarking-plus approach to 408(b)(2) and beyond... 401kWire.com - Friday, April 19, 2013
Boston Fundsters Weather The Lockdown Many have employees work from home. One firm made use of its company-wide alert system... MutualFundWire.com - Friday, April 19, 2013
Aikin Fills Out fi360's C-Suite The chief of the fiduciary training specialists has made four senior hires in the past year... 401kWire.com - Friday, April 19, 2013 - Reader Rating: 3
Graff Pushes for Tax Incentives ASSPA CEO cites newly published research in favor of such benefits... 401kWire.com - Friday, April 19, 2013
Bloomberg Columnist Weighs in On Retirement Future His idea? End subsidies, start auto-enrolling... 401kWire.com - Friday, April 19, 2013
New Bill Seeks to Make Savings Easier The bill, introduced by Sen. Ben Cardin, will look to increase employee stock ownership. .. 401kWire.com - Friday, April 19, 2013
iShares ETFs Get Money From a Pension Plan The new funds announced yesterday are getting started with funds from a Southwest state pension plan.. MutualFundWire.com - Friday, April 19, 2013
Barron's Looks at Gold Miners Financial pub gives shout out to some ETFs that are investing in the gold mining sector -- after the gold bust... MutualFundWire.com - Friday, April 19, 2013
With a New Advisory Council, BlackRock Listens to RIAs InvestmentNews reports on asset giants new strategy to tap into RIA market... MutualFundWire.com - Friday, April 19, 2013 - Reader Rating: 5
CPI Promotes a 12-Year Vet Her role will involve overseeing both defined contribution and defined benefit plans... 401kWire.com - Thursday, April 19, 2012
A 401(k) Summit Co-Chair Takes a Top Sales Post Updated \| An East Coast-based 401(k) vet takes over sales at an open architecture RKer... 401kWire.com - Thursday, April 19, 2012 - Reader Rating: 4.57
RidgeWorth Helps Advisors Find a Personal Brand RidgeWorth has added a new value-add for advisors... MutualFundWire.com - Thursday, April 19, 2012
Global X Energizes a New ETF Global X funds is adding another ETF to its product line-up... MutualFundWire.com - Thursday, April 19, 2012
Cohen and Steers Nets Nearly $1 Billion of Inflows The company increased AUM by 20.5 percent... MutualFundWire.com - Thursday, April 19, 2012
Transamerica Welcomes a Hartford Sales Exec Updated \| The new recruit will oversee company sales in the mid-Atlantic... 401kWire.com - Thursday, April 19, 2012 - Reader Rating: 5
SEI Helps a Canadian Fund Firm Collect 401(k) Assets The outsourcer will power a new suite of collective funds... 401kWire.com - Thursday, April 19, 2012
Harrington Brings a Maryland 401(k) Advisor to Hancock The advisory network and B-D side of the insurer welcomes a retirement plan specialist to its fold... 401kWire.com - Thursday, April 19, 2012
Finra Targets Leveraged-ETF Traders The broker-dealer regulator wants to "make sure that people who are selling them understand them.".. MutualFundWire.com - Thursday, April 19, 2012
Growing Again, T. Rowe Execs Will Build Again Executives at the Baltimore mutual fund firm is planning to take two buildings out of mothballs... MutualFundWire.com - Thursday, April 19, 2012
Putnam Explores Active ETFs Updated \| The Boston-headquartered company may join an ETF space occupied by PIMCO, AdvisorShares and Guggenheim... MutualFundWire.com - Thursday, April 19, 2012
Market Volatility is Plan Sponsors' Number One Participant Worry A provider releases data from its annual retirement plan sponsor survey... 401kWire.com - Thursday, April 19, 2012
Money Funds "More Resilient" Admits Treasury's Miller Mary Miller talked about money fund reform and the SEC at an appearance in Las Vegas... MutualFundWire.com - Thursday, April 19, 2012
Hancock Brings a DFA-Subadvised Fund to a Retail Audience John Hancock launches a retail share class for a four-year-old fund sub-advised by Dimensional Fund Advisors... MutualFundWire.com - Tuesday, April 19, 2011
A Nationwide Vet Will Unify Sales For a TPA Group Updated \| An Ohio-based national firm hires a provider alum for a brand new post... 401kWire.com - Tuesday, April 19, 2011
Top Mutual Fund Gatekeeper Leaves Fidelity for Merrill Fidelity is actively looking for a replacement... MutualFundWire.com - Tuesday, April 19, 2011 - Reader Rating: 5
A New Hire Will Helm a New Janus Asia Fund The Colorado mutual fund firm preps a new offering... MutualFundWire.com - Tuesday, April 19, 2011
Watch For a New Schwab Bond ETF The brokerage giant plans another exchange-traded mutual fund... MutualFundWire.com - Tuesday, April 19, 2011
VALIC Reups With a Long-Time Client It's been 33 years and counting for VALIC and..... 401kWire.com - Tuesday, April 19, 2011
Principal Encourages Participants to Dream Again The plan provider launches a new campaign to boost retirement planning morale among participants.. 401kWire.com - Tuesday, April 19, 2011 - Reader Rating: 1
T. Rowe Likes Social Media, to the Tune of $461.3M The mutual fund firm invests in Facebook and more... MutualFundWire.com - Tuesday, April 19, 2011
In the AMG Empire, There's No Place for ETFs AMG CEO Sean Healey doesn't think AMG can add value with ETFs, according to an Institutional Investor article... MutualFundWire.com - Tuesday, April 19, 2011 - Reader Rating: 4
Global X Preps MLP Offerings The ETF shop looks to launch a pair of MLP funds... MutualFundWire.com - Tuesday, April 19, 2011
New Absolute Return, International Funds Dot the Landscape Morningstar says a total of nearly 100 new mutual funds have entered the market since the end of 2010... MutualFundWire.com - Tuesday, April 19, 2011
A Key Exec is Leaving Virtus The exec, who played a key role in Virtus' spin-off from Phoenix Companies, is leaving in June... MutualFundWire.com - Monday, April 19, 2010
BlackRock Adds a Pair of Bond Funds The New York investment management giant expands its roster of fixed income offerings... MutualFundWire.com - Monday, April 19, 2010
DeCamillo Decamps; Mother Merrill Seeks a New Hand A former Merrill retirement leader is taking a marketing job at another provider.. 401kWire.com - Monday, April 19, 2010 - Reader Rating: 3
An NRP Shop Adds an Eighth Advisor A Southern California advisory firm expands again... 401kWire.com - Monday, April 19, 2010 - Reader Rating: 1
Top 40 Advisor: Trisha Brambley This Pennsylvania-based NRP member lands in the top 40 DC advisors for 2009 as one of the ten finalists in the large market... 401kWire.com - Monday, April 19, 2010 - Reader Rating: 5
Forward Brings its Funds to a Broader Audience The San Francisco-based launches new share classes in several of its funds... MutualFundWire.com - Monday, April 19, 2010
Mutual of Omaha Crosses the Bridge with a Payroll Partner One plan provider is offering a new payroll service through its retirement platform... 401kWire.com - Monday, April 19, 2010
The WSJ Weighs the Rollover Question The Wall Street Journal details the struggle over departing participants and their rollovers... 401kWire.com - Monday, April 19, 2010
Will Fidelity Be Run By Committee? Updated \| A trade pub ponders life after Ned at the Boston Behemoth... MutualFundWire.com - Monday, April 19, 2010
A South Korean Firm Targets the U.S. Fund Market The firm has filed to launch its first batch of mutual fund that will be available to U.S. investors... MutualFundWire.com - Monday, April 19, 2010
SEC-Mandated Lingo in Fund Ads is 'Completely Ineffective,' Study Finds A study set to be published this fall takes a look at whether the warning that the SEC requires fund firms to include in their advertisements is effective... MutualFundWire.com - Monday, April 19, 2010
Putnam Launches a Fund-of-Sector-Funds The company has combined a fund family into one to cover all sectors, minus one... MutualFundWire.com - Monday, April 19, 2010
Nobody Saw It Coming . . . It will take three executives to fill Bob Reynold's shoes (at least for now). Industry watchers say it is there is little room at the top in a family-owned business... MutualFundWire.com - Thursday, April 19, 2007
[UPDATE] What Changes Are in Store at Fido? An industry consultant sees today's executive shuffles as a sign of things to come... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 2.93
[UPDATE] What Changes Are in Store at Fido? An industry consultant sees today's executive shuffles as a sign of things to come. .. 401kWire.com - Thursday, April 19, 2007
eSpeed Receives Second Calling From Suitor After receiving a rebuke from eSpeed of their first acquisition offer two years ago, Tullett Prebon has decided it's time to try again... MutualFundWire.com - Thursday, April 19, 2007
Rydex Gets a Reason to Celebrate An ETF hits a new milestone giving Rydex something to feel good about... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 3
Fund Firms Fail Females Female investors have different needs that are not being met by fund firms, says a new report by Corporate Insight... MutualFundWire.com - Thursday, April 19, 2007
It's Ellyn ... Insiders say the succession race at Fidelity looks over. .. MutualFundWire.com - Thursday, April 19, 2007
What about Bob? Looks like the Johnsons have made a decision on who would head Fidelity next. Bob Reynolds turns in his retirement papers... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 3
It's Ellyn ... Insiders say the succession race at Fidelity looks over. .. 401kWire.com - Thursday, April 19, 2007
... What about Bob? Looks like the Johnsons have made a decision on who would head Fidelity next. Bob Reynolds turns in his retirement papers... 401kWire.com - Thursday, April 19, 2007
Victoria Bay Launches ETF The Alameda, California-based asset manager has rolled out an ETF based on natural gas... MutualFundWire.com - Thursday, April 19, 2007
GM, Delphi To Shrink 401(k) Fund Lineup The changes will take effect in June... 401kWire.com - Thursday, April 19, 2007
Amgenerates Company Stock Suit A class action lines up at least two lawfirms against the massive biotech company. .. 401kWire.com - Thursday, April 19, 2007
BISYS Gains a Programming Partner BISYS WealthSolutions and and Bonaire Software Solutions, LLC have formed an alliance that will provide BISYS clients with a Web-based portal for automated online fee calculations for tracking revenue streams and invoicing managed account clients... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 3
McCartney Now Sings Backup at Fidelity The ex-Beatle is showing his age even more as Fidelity demotes him to a supporting role in its latest ads... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 5
Wedding Bells for Ameritrade and E-Trade? An analyst says that TDAmeritrade's weaker that expected results of late boost the case for a merger with rival E-Trade... MutualFundWire.com - Thursday, April 19, 2007 - Reader Rating: 3
Pru Woos TPAs Following in the footsteps of many large providers, Prudential has developed a product to drum up new TPA business... 401kWire.com - Wednesday, April 19, 2006 - Reader Rating: 3.5
CitiStreet Rolls Out Self-Directed Accounts The Massachusetts-based provider has partnered with Smith Barney for its new self-directed retirement account... 401kWire.com - Wednesday, April 19, 2006 - Reader Rating: 2
ACS Integrates HRO Businesses The Dallas-based firm has formally announced that it has reorganized its HRO businesses... 401kWire.com - Wednesday, April 19, 2006
New Lipper Categories Reflect Market Developments Fund research firm Lipper Inc. has enhanced its fund classification system in response to the rising popularity of lifestyle and lifecycle funds... MutualFundWire.com - Wednesday, April 19, 2006
Merrill Demotes Manager of Fired Brokers Merrill Lynch has demoted a regional manager whose staff formerly included three brokers since fired over a mutual fund trading scandal... MutualFundWire.com - Wednesday, April 19, 2006
Nuveen Q1 Profit Rises 4% Nuveen Investments posted a net income of $44.9 million for the first quarter, up 4 percent from $43.4 million a year earlier, on the back of solid growth in assets under management... MutualFundWire.com - Wednesday, April 19, 2006 - Reader Rating: 3
Federated Launches Target Maturity Funds Pittsburgh-based Federated Investors has unveiled three target date mutual funds that invest mainly in exchange traded funds. .. MutualFundWire.com - Wednesday, April 19, 2006
Alliance Not Liable for Enron Investments A jury has ruled in favor of Alliance Capital Management in a lawsuit brought on by a Florida pension administrative board... MutualFundWire.com - Tuesday, April 19, 2005 - Reader Rating: 4
Two Join T. Rowe's Emerging Market Team T. Rowe Price has added two analysts to its emerging market bond team. Michael Oh joins from the Department of Treasury and Julie Salsbery joins from another group within T. Rowe Price ..... MutualFundWire.com - Tuesday, April 19, 2005
AMG Buys Six Money Managers for $250 MM Affiliated Managers Group has bought its mini-me. The asset manager announced on Tuesday that it will pay approximately $250 million to acquire First Asset Management, a privately-owned asset management firm that employs an AMG-like affiliate model... MutualFundWire.com - Tuesday, April 19, 2005
Placemark Inks Brokerage Deal Placemark Investments will offer overlay services for a unified managed account through Janney Montgomery Scott LLC, the companies announced on Tuesday... MutualFundWire.com - Tuesday, April 19, 2005
401k Assets Hit Record Level Assets inside 401k plans close in on $2 trillion as industry continues to grew despite five years of tough markets... 401kWire.com - Tuesday, April 19, 2005 - Reader Rating: 3.5
Mid-Atlantic Bank Intros Rollover Solution A bank provider gives its sponsors an in-house EGTRRA option... 401kWire.com - Tuesday, April 19, 2005
Executive Life Case Goes to Jury The fraud case surrounding Executive Life is entering its final stage as the two sides finished closing arguments on Monday... 401kWire.com - Tuesday, April 19, 2005
Providers Get New On-Demand Enrollment Solution One provider bends to the "what you want, when you want it" trend... 401kWire.com - Tuesday, April 19, 2005
Court Affirms Oregon DC Plan A court ruling upholds that all public employee contributions will go towards a newly established DC plan... 401kWire.com - Tuesday, April 19, 2005
BlackRock Assets Soar, but Earnings Disappoint BlackRock disappointed analysts today by reporting quarterly earnings $0.11 below expectations. The New York-based asset manager reported $46.5 million in net income, or $0.70 per diluted share for the first quarter ..... MutualFundWire.com - Tuesday, April 19, 2005
AEFA Battles State Regulators Are more fund firms fighting back? First American Funds, and now American Express... MutualFundWire.com - Tuesday, April 19, 2005
Bisys' Fund Agreements Under Scrutiny The SEC investigation into Bisys' mutual fund servicing business is continuing, but the company has taken a few steps in the interim, officials announced in a Tuesday release... MutualFundWire.com - Tuesday, April 19, 2005 - Reader Rating: 4
Financial Planning Unit Expands with New VP American Express Financial Education and Planning Services recently created a new vice president of products and marketing... 401kWire.com - Monday, April 19, 2004 - Reader Rating: 3
Global Asset Head Leaves UBS UBS Global Asset management shuffles regional heads after Brian Storms' departure... MutualFundWire.com - Monday, April 19, 2004
SPARK Sees Sales Opportunities Increase in 2004 Not only are assets increasing, but there are once again opportunities to land new business out there. Still, there are also dark clouds... 401kWire.com - Monday, April 19, 2004 - Reader Rating: 4
Securities Firm Creates New Managed Account Program Piper Jaffray & Co. will offer a new fee-based, open architecture managed account... MutualFundWire.com - Monday, April 19, 2004
Trust Company Retains Employees After Acquisition The chips are still falling into place following the purchase of the employee benefits business of UMB Bank... 401kWire.com - Monday, April 19, 2004 - Reader Rating: 4
Merrill Rounds Out Retirement Offerings Merrill Lynch has entered a joint venture to offer a new defined benefit platform, which will be integrated with its other retirement services... 401kWire.com - Monday, April 19, 2004 - Reader Rating: 5
TPAs Gain Business Though SBDA Partner Ameritrade is reaching out to plan sponsors and finding some that want help finding a new administrator... 401kWire.com - Monday, April 19, 2004 - Reader Rating: 5
Vanguard Continues Down Multimanager Path William Blair and Sanford Bernstein land a portion of Vanguard fund assets... MutualFundWire.com - Monday, April 19, 2004
New Tool for Evaluating Managers A Morningstar now offers a manager performance tool geared to SMAs... MutualFundWire.com - Monday, April 19, 2004 - Reader Rating: 2
PIMCO Fights Back with Redemption Fee Fund firm imposes two percent redemption fee on most of its funds... MutualFundWire.com - Monday, April 19, 2004 - Reader Rating: 3
Turner Taps CMO Marketing executive leaves Delaware Funds... MutualFundWire.com - Thursday, April 19, 2001 - Reader Rating: 3
New Online 401k Shopping Tool 401kExchange.com, in a partnership with EBN, is launching a new service to aid in the search for DC vendors... 401kWire.com - Thursday, April 19, 2001 - Reader Rating: 3
Marketing's Creative Rut Citigroup's head of global marketing holds court on advertising in the financial services industry. The first of two stories... MutualFundWire.com - Thursday, April 19, 2001 - Reader Rating: 3
New York Life Moves Pension New York Life makes some alterations ... Nations Funds adds some offerings ... So does Fido ... Vanguard polishes up website... MutualFundWire.com - Thursday, April 19, 2001 - Reader Rating: 3
New York Life Moves Pension New York Life makes some alterations ... Nations Funds adds some offerings ... So does Fido ... Vanguard polishes up website... 401kWire.com - Thursday, April 19, 2001 - Reader Rating: 3
Let the Games Begin Connecticut-based gaming destination finds a recordkeeper... 401kWire.com - Thursday, April 19, 2001 - Reader Rating: 3
New Online Reports Offering Publishers launch money fund tools with Strategic Insight technology... MutualFundWire.com - Thursday, April 19, 2001 - Reader Rating: 3
Advice Provider Weathers Bumps Execs have been hitting the road, but the firm motors ahead with more launch plans... 401kWire.com - Thursday, April 19, 2001 - Reader Rating: 3
Where Has RunMoney Run To? The online separate accounts wrapper has officially pulled up stakes from the retail market and has set up a new camp... MutualFundWire.com - Thursday, April 19, 2001 - Reader Rating: 3
Reserve Plans Acquisitions New York's Reserve Funds will be buying two to four funds over the next year in order to build out its sub-advised fund business... MutualFundWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
New York Sponsor Looking Within Paychex (Nasdaq: PAYX) of Rochester, New York is "taking a look" at its plan and "thinking about making some enhancements," according to Ellen Pape Gilmore, employee benefits manager. She cautions that "no decisions have been made", that the company is in a preliminary stage in the process, and that a formal RFP has not been issued... 401kWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
Return to the Fold at SEI Anthony Meyer has returned to his old stomping grounds at SEI Investments. He will hold the post of a regional director of the asset management group... 401kWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
GAM Creates National Sales Position New York's Global Asset Management has created a national sales manager position in order to put more emphasis on its distribution efforts... MutualFundWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
You CAN Have It All Lesley Sommers combines work, family and (gulp) triathlons into a successful advisory career. .. MutualFundWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
April 19, 2000 Lindner shake-up ... Where are the bears? ... Good news ... And better... 401kWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
April 19, 2000 Lindner shake-up ... Where are the bears? ... Good news ... And better... MutualFundWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
Power to the People Increased investor sophistication and changing demands are driving the financial services industry to offer a broader range of investments... MutualFundWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
Investments for Inside and Outside Retirement Plans Sponsors and participants need to think about a total investment philosophy when considering their retirement... 401kWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
AmEx Teaches Online Officials at American Express Retirement Services have unveiled a new Web site that allows participants in 401(k) plans the ability to view educational videos and graphics over the Internet. It can be customized to fit the needs of each plan within the firm's system... 401kWire.com - Wednesday, April 19, 2000 - Reader Rating: 3
What We Are Reading This is the list of sources our reporters check every day so you don't have to. To recommend publications for us to cover email Staff@MutualFundWire.com.. MutualFundWire.com - Monday, April 19, 1999 - Reader Rating: 3
Harry S. Dent Fund Finds a Home Earlier this year 1-800-Mutuals announced plans to launch a fund modeled after the Harry Dent philosophy of baby boomer spending. Now AIM beats them to the launch with a Dent fund of its own... MutualFundWire.com - Monday, April 19, 1999 - Reader Rating: 3
SSgA to Transfer Small Plan RK Unit to First Data First Data is making hay while the sun shines on its WySTAR pickup... 401kWire.com - Monday, April 19, 1999 - Reader Rating: 3
SDP Releases Transfer Agent Guide SDP ranks the 22 biggest, best, and most advanced transfer agencies in the business in the first of four mutual fund resource guides... MutualFundWire.com - Monday, April 19, 1999 - Reader Rating: 3
PNC Bank Adopts Business Logic The Pittsburgh-based bank will adopt the web solutions firm's daily 401k Internet service... 401kWire.com - Monday, April 19, 1999 - Reader Rating: 3
Nuveen Gains Equity Research Head Philly stockpicker Peroni reports to John Nuveen as head of its equity research group... MutualFundWire.com - Monday, April 19, 1999 - Reader Rating: 3
Empire State Mulls Over Change The State of New York has made a number of changes and improvements to its 457 plan over the past months. It might be considering an additional change in the months to come... 401kWire.com - Monday, April 19, 1999 - Reader Rating: 3
Odd Lots, April 19, 1999 External managers hold the edge ... Outflows continue at Brandywine ... Franklin Mutual Shares turn around ... Drafting funds... MutualFundWire.com - Monday, April 19, 1999 - Reader Rating: 3

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