Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 147 of 147 results for thursday. (0.074 seconds)
News Stories Archives - Since 1998
Step Up Your Virtual Meetings
An industry consultant shares some tips on boosting engagement in a live-streaming world...
401kWire.com - Thursday, April 22, 2021
To Win with the Next Generation, Asset Managers Need to Change the Culture
A reader offers boutiques a warning and some ideas...
MutualFundWire.com - Thursday, April 22, 2021
14 Years In, an SVP Leaves Millennium Trust
The exec previously worked at BMO...
401kWire.com - Thursday, April 22, 2021
A $6B-AUA Empire State RIA Sells
The team of 11 supports more than 70 retirement plans and is keeping their own brand, at least for now...
401kWire.com - Thursday, April 22, 2021
Micro Firms' Inflows Rise as AUM Marketshare Drops
The M* team updates U.S. flows data for March 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, April 22, 2021
Inspired, a 12-Year-Old Trade Group Promotes a New Name
A retirement plan industry networking group is rebranding...
401kWire.com - Thursday, April 22, 2021
DC Industry Insiders Keep Tackling the CARES Act
401kWire talks to ERISA legal eagles and trade groups about more implications of the initial coronavirus crisis stimulus bill, which was signed into law last month...
401kWire.com - Wednesday, April 22, 2020
Kmak Hires of Pair of Top Ascensus Vets
The Fiduciary Benchmarks chief appoints to fill a pair of newly created roles at the KPA-support specialist...
401kWire.com - Wednesday, April 22, 2020 - Reader Rating: 3.67
SSGA and WCM Had a Strong March
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, April 22, 2020 Views
There's a New Chief At a Large Market RKer's Parent
The exec joined last week after serving as president of a software solutions company...
401kWire.com - Wednesday, April 22, 2020
A PA RKer Credits Back Some Fees
Yet another provider is offering participants some relief during the coronavirus crisis and economic slowdown...
401kWire.com - Wednesday, April 22, 2020 - Reader Rating: 5
ETF Inflows Continue Despite the Crisis, But ...
The crisis is still hitting this side of the mutual fund industry, too...
MutualFundWire.com - Wednesday, April 22, 2020 Views
COVID-19 Killed the Radio Company's Match
Another plan sponsor is making a big 401(k) cut during the coronavirus pandemic...
401kWire.com - Wednesday, April 22, 2020
A 401k Exec Leaves Mutual of Omaha After Two Years
The departing director had been with the company since 2017...
401kWire.com - Monday, April 22, 2019 - Reader Rating: 4.81
Inflows Per Fund Slip
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, April 22, 2019 Views
Ed Murphy Expands His C-Suite By Three
The Empower chief promotes a pair of company veterans and is on the hunt for someone to fill a third key role...
401kWire.com - Monday, April 22, 2019 - Reader Rating: 3.5
MassMutual Takes to the Ice
A new partnership commences with a Mother's Day campaign. ..
401kWire.com - Monday, April 22, 2019 - Reader Rating: 5
Week In Preview, April 22-28
This week the teams at AIMSE and MMI are hosting events...
MutualFundWire.com - Monday, April 22, 2019 Views
Week In Preview, April 22-28
This week Sheri Fitts is co-hosting a workshop...
401kWire.com - Monday, April 22, 2019
BrightScope Hunts
Mike Alfred is searching for acquisitions...
401kWire.com - Friday, April 22, 2016 - Reader Rating: 5
A Florida Town Has a New DC Consutant
The consultant will serve a hybrid plan for the town. ..
401kWire.com - Friday, April 22, 2016
Morgan Stanley Adds Two KPAs in AZ
This KPA is teaming up to house over 50 years of retirement and financial services experience in her shop. ..
401kWire.com - Friday, April 22, 2016 - Reader Rating: 1.5
Szilagyi Hunts For More Alts Deals
The chief of Catalyst Funds talks about his search for alternative investment shops to bring into the mutual fund business...
MutualFundWire.com - Friday, April 22, 2016 Views
Ivy Turns Over a Brand New Leaf
Waddell & Reed is tweaking the mutual fund shop's name and logo, but keeping its tagline the same...
MutualFundWire.com - Friday, April 22, 2016 Views
KPAs Are Split on the DoL Regulations
Whether expressing concern about their business or worry for investors, KPAs show no signs of a majority agreement. ..
401kWire.com - Friday, April 22, 2016 - Reader Rating: 4
Congressional Review Act Invoked to Fight DoL Regs
GOP representatives are calling the regs harmful to American savers and liken them to ObamaCare. ..
401kWire.com - Friday, April 22, 2016
Principal and a Banking Association Oppose a SARP
Pre-existing retirement savings options are cited as one reason for opposition in Iowa. ..
401kWire.com - Friday, April 22, 2016
A FinTech Titan Just Backed a Roboadvisor
Don't look now, but one of Silicon Valley's biggest success stories has invested in a millennial-focused investing startup that loves smartphones...
MutualFundWire.com - Friday, April 22, 2016 Views
TDFs Are T. Rowe's Q1 Bright Spot
The 401(k)-focused asset management products turn T. Rowe's first quarter inflows from negative into positive. ..
401kWire.com - Wednesday, April 22, 2015 - Reader Rating: 4
Chuck Gouge Returns to ERISA
A veteran compliance publishing exec joins an onlineplatform..
401kWire.com - Wednesday, April 22, 2015
$270MM Plan Undergoes Change
Averitt Express' fund lineup replaces PIMCO. ..
401kWire.com - Wednesday, April 22, 2015
$2.2B 401k Plan Sponsor Sued
Principal Life Insurance hit with another lawsuit, just on the heels of McCaffree Financial v. Principal dismissal. ..
401kWire.com - Wednesday, April 22, 2015 - Reader Rating: 4.5
SEC Smites Kornitzer Over CEO Pay Disclosures
The Midwestern mutual fund shop and its CFO will shell out $75K to settle with the regulatory agency...
MutualFundWire.com - Wednesday, April 22, 2015 Views
USAA Preps ETFs A La Vanguard, With a Twist
The military-friendly financial services firm wants to be able to create ETF share classes of its traditional, active, open-end mutual funds...
MutualFundWire.com - Wednesday, April 22, 2015 Views
Principal Welcomes a TX Retirement Plan Consultant
A Kansas City-based insurance brokerage's recordkeeper recently welcomed a new hire to the crew...
401kWire.com - Wednesday, April 22, 2015
Pioneer USA's New List of Backers Shrinks
And the U.S. arm of the asset manager will reportedly split from the rest of Pioneer, too...
MutualFundWire.com - Wednesday, April 22, 2015 Views
In South Dakota, a Midwestern RKer Plants Its Flag, Again
This Wisconsin-based company is adding another branch in the central region...
401kWire.com - Tuesday, April 22, 2014
Lane and O'Neill Buy a Smart Beta Shop for GSAM
The acquired firm will be integrated into GSAM's new Advanced Beta Strategies platform...
MutualFundWire.com - Tuesday, April 22, 2014 Views - Reader Rating: 4
A Family-Owned Bank Digests One 401k Deal and Hunts For More
A midwestern bank's bundled retirement plan provider just acquired a TPA. Watch for them to buy again...
401kWire.com - Tuesday, April 22, 2014
These Washington Bigwigs Want to Fix Savings and Retirement Security
An ex-Senator and other Washington insiders are pushing to figure out legislative and regulatory ways to improve personal savings and retirement planning in the U.S...
401kWire.com - Tuesday, April 22, 2014
Will Pardi's BNY Hiring Spree Stop Anytime Soon?
BNY's global distribution head has hired a number of high profile sales folk, as well as a good many sales folk in the trenches. It looks like there's more to come...
MutualFundWire.com - Tuesday, April 22, 2014 Views
With a New Product Suite, Invesco Tries to Bring Collective Funds Down Market
The asset manager's trust company arm expands its suite of CTFs and sets sights on the small-mid-size retirement plan market. ..
401kWire.com - Tuesday, April 22, 2014 - Reader Rating: 5
Robeco Boston Partners Hires a Fellow Hancock Subadvisor
The value equity specialist has hired a portfolio manager from John Hancock Investments to run a long/short equity buy-write strategy...
MutualFundWire.com - Tuesday, April 22, 2014 Views
Fresh Off a Merger, a Rebranded Shop Aims for a Next-Gen, Managed Account Game Changer
Updated | The new offering could bring 401k managed account pricing in line with that of custom target date funds...
401kWire.com - Tuesday, April 22, 2014
Morningstar Frowns on Pimco's Mishegas
The research giant gives its two cents on the bond giant's ongoing brouhahas. It also has some positive things to say...
MutualFundWire.com - Tuesday, April 22, 2014 Views - Reader Rating: 5
Staley Says Size Does Matter
The ex-J.P. Morgan asset CEO says scale is becoming important in the industry...
MutualFundWire.com - Monday, April 22, 2013 Views
Seen and Heard at fi360 Insights 2013
The fiduciary training specialists held their annual conference this week at the Westin Kierland Resort and Spa in Scottsdale, Arizona...
401kWire.com - Monday, April 22, 2013
BMO Adds Two DC I-O Wholesalers
The Chicago-based firm has new leadership in the West and the East...
401kWire.com - Monday, April 22, 2013
Mercer Hires a New Outsourcing Chief
Jeff Miller's successor hails from AonHewitt...
401kWire.com - Monday, April 22, 2013
Three Things to Know from State Street's Earnings
Hooley & Company boosted by new business and growth in certain asset classes...
MutualFundWire.com - Monday, April 22, 2013 Views
Three Things to Know From Cohen and Steers' Earnings
Management reports successes in their specialized asset categories, and plans for expanded growth in 2013...
MutualFundWire.com - Monday, April 22, 2013 Views
Nybo Shakes Up His Inner Circle
A top Diversified exec leaves Transamerica as two other execs step up...
401kWire.com - Monday, April 22, 2013
Mackanos Returns
Updated | The former SunGard Omni and Relius chief takes another top level post working with recordkeepers...
401kWire.com - Monday, April 22, 2013 - Reader Rating: 1
Paul Hatch Returns
The former Morgan Stanley gatekeeper takes over a Texas shop...
MutualFundWire.com - Monday, April 22, 2013 Views
fi360 Rolls Out AIF-Light
The fiduciary training specialists have been building three non-designation programs even as their flagship designation and its second tier both continue to grow...
401kWire.com - Monday, April 22, 2013
The Boston Fed Head Still Fears a Money Fund Run
Boston reserve president tells Forbes that funds have no capital and invest in uninsured securities...
MutualFundWire.com - Monday, April 22, 2013 Views
White Has an Enforcement Chief in Mind
A longtime associate will be filling the position...
MutualFundWire.com - Monday, April 22, 2013 Views
Boston Fundsters Keep Calm and Carry On
Most mutual fund firms have employees work from home as they try to go on with their business...
MutualFundWire.com - Monday, April 22, 2013 Views
Core Bond Funds Diverge From Their Index
So reports Morningstar and Barron's...
MutualFundWire.com - Monday, April 22, 2013 Views
The MFWire is Observing Good Friday
While we are not reporting news today, the archives remain open. Please take the time to look around our less traveled paths...
MutualFundWire.com - Friday, April 22, 2011 Views
The 401kWire Observes Good Friday
While we are not reporting news today, the archives remain open. Please take the time to explore our less traveled paths. ..
401kWire.com - Friday, April 22, 2011
A Startup RKer Aligns With Inspira
The Pittsburgh-based rollover specialist aligns with a nearby firm...
401kWire.com - Thursday, April 22, 2010 - Reader Rating: 5
An Advice Company Hunts for a Manager for its Fortune 500 Clients
A managed accounts provider is hiring a senior manager...
401kWire.com - Thursday, April 22, 2010
PNC Global Investment Servicing Quintuples Income as Sale Looms
BNY Mellon will close its acquisition of the asset management back office specialist in Q3...
MutualFundWire.com - Thursday, April 22, 2010 Views - Reader Rating: 4
Asset Managers, Wait on M&A
Cerulli says there are better ways to raise capital...
MutualFundWire.com - Thursday, April 22, 2010 Views
Cohen & Steers Ropes In More Profits
The asset management company just missed analysts' expectations...
MutualFundWire.com - Thursday, April 22, 2010 Views
New York Life Hires a Stable Value Guru to Lead a New Unit
The provider already boasts more than $8 billion in stable value assets...
401kWire.com - Thursday, April 22, 2010
Participants Are as Inert as Before the Crash
When it comes to participant activity, the more things change the more they stay the same...
401kWire.com - Thursday, April 22, 2010
Great-West Wins A Great Northwest 457 Plan
ING loses a mega governmental plan to Great-West...
401kWire.com - Thursday, April 22, 2010
Delaney and Goldstein Expand Their Team
A New York area NRP firm adds an actuary...
401kWire.com - Thursday, April 22, 2010
DST Adds 100,000 Participants
The back office provider reveals its first quarter earnings...
401kWire.com - Thursday, April 22, 2010
Former OppFunds Analyst Applies His Own Thesis to a New Fund
The CEO is at the helm of its new long/short fund...
MutualFundWire.com - Thursday, April 22, 2010 Views
DST Adds a Million Mutual Fund Accounts
The back office provider unveils its Q1 2010 earnings...
MutualFundWire.com - Thursday, April 22, 2010 Views
Should Fund Ads Come with a Stronger Warning?
The WSJ picks up on an upcoming study which finds that warnings that come with fund ads are not strong enough...
MutualFundWire.com - Thursday, April 22, 2010 Views
Janus Barely Misses Expectations
Outflows at the Denver-based fund firm were overwhelmed by positive performance...
MutualFundWire.com - Thursday, April 22, 2010 Views
Fidelity Taps Treasury Talent
The ex-Treasury official is set to start at Fidelity in June...
MutualFundWire.com - Thursday, April 22, 2010 Views
Putnam Taps Replacements for Three PMs
Putnam names replacements for three PMs, who are no longer with the company...
MutualFundWire.com - Thursday, April 22, 2010 Views
Indiana and Houston Extend Contracts with their Plan Provider
The state of Indiana and the city of Houston have renewed their contracts with their plan provider...
401kWire.com - Wednesday, April 22, 2009
Fidelity Staffers Bump Up Giving to a Key Congressman
An online paper highlights donations the team at the fund sent to a top Democrat...
MutualFundWire.com - Wednesday, April 22, 2009 Views
T. Rowe Plans to Spend 25 Percent Less on Ads This Year
..
MutualFundWire.com - Wednesday, April 22, 2009 Views
JennisonDryden Reopens its Health Fund
Prudential's mutual fund arm has reopened the fund which had been closed to most new investors since July 2005...
MutualFundWire.com - Wednesday, April 22, 2009 Views
Goldbrum Fights Back While Others Cheer the Miller Bill On
A subcommittee holds a re-hearing on the resurrected 401k fee disclosure bill...
401kWire.com - Wednesday, April 22, 2009 - Reader Rating: 5
Layoffs at T. Rowe Impact its Retirement Division
UPDATED| The Baltimore fund firm trimmed 5.5 percent of its overall workforce...
401kWire.com - Wednesday, April 22, 2009 - Reader Rating: 5
Mercer Has an Rx for 'Mattressitis'
Mercer has launched an online education program using a "financial ailment" theme...
401kWire.com - Wednesday, April 22, 2009
A Pair of $23 Million Plans Tap Diversified
The Empire State provider wins new clients in the Mid-Atlantic and the Midwest...
401kWire.com - Wednesday, April 22, 2009 - Reader Rating: 3
T. Rowe Price Swings the Job Ax
The Baltimore fund firm cut 288 jobs, representing 5.5 percent of its workforce...
MutualFundWire.com - Wednesday, April 22, 2009 Views
WSJ Highlights the Latest Active vs Passive Management Data
The paper catches on to a new study from an index provider...
MutualFundWire.com - Wednesday, April 22, 2009 Views
Fink Says BlackRock is Reaching Deeper into its Clients' Wallets
Even as BlackRock reported a 65 percent drop in its Q1 earnings, Larry Fink stuck a sanguine tone...
MutualFundWire.com - Wednesday, April 22, 2009 Views
Miller and Andrews Reintroduce 401k Fee Disclosure Regs
The two congressmen are officially putting 401k fee disclosure back on the front burner this morning...
401kWire.com - Wednesday, April 22, 2009 - Reader Rating: 4.5
A Shareholder Squeeze Could Lead to a New Life for BenefitStreet
The 401k market is getting a front row seat on how Silicon Valley pushes the reset button on deals that go bad. New funding should help BenefitStreet refocus its business...
401kWire.com - Tuesday, April 22, 2008 - Reader Rating: 4.88
McCool Says 401k Company Deal is Paying Off
The exec atop Schwab Corporate & Retirement Services talks about client retention and additions, recordkeeping systems and his stance on dealmaking. ..
401kWire.com - Tuesday, April 22, 2008 - Reader Rating: 4
Revenues Rise at Standard Asset Management
The unit of the Oregon insurer that includes its retirement division sees revenue climb while income and assets under administration dip a bit, in the wake of equity market turmoil and an acquisition. ..
401kWire.com - Tuesday, April 22, 2008
Bogle Bucks Republicans to Vote for Obama
Continuing the trend of prominent republicans being wooed by Barack Obama's charms, Jack Bogle threw his support behind the Illinois Senator...
MutualFundWire.com - Tuesday, April 22, 2008 Views - Reader Rating: 3
Principal Names Wisconsin Wholesaler
The new hire, based in Milwaukee, will also cover parts of Michigan for the Des Moines, Iowa-based provider...
401kWire.com - Tuesday, April 22, 2008 - Reader Rating: 3
Mass. B-D Adds New Fund Wrap Program
Investors Capital Advisory Services has added a new mutual fund wrap program to its fee-based platform...
MutualFundWire.com - Tuesday, April 22, 2008
TPA-Support Startup Brings In BenefitStreet Vet
An operations specialist aligns with a new venture and a Bay area TPA. ..
401kWire.com - Tuesday, April 22, 2008
OptionsXpress Reports On Par Earnings
OptionsXpress reported earnings of 38 cents per share...
MutualFundWire.com - Tuesday, April 22, 2008
Fido to Reallocate Human Resources
Fidelity is transferring about 100 of the customer service employees in its Merrimack, New Hampshire office to its Albuquerque, New Mexico office...
MutualFundWire.com - Tuesday, April 22, 2008 Views
Regions Boots Morgan Asset Management from Seven Funds
After being targeted by FINRA, the SEC and numerous shareholder lawsuits, Regions bank has removed its in-house manager, Morgan Asset Management, from the management of seven bond funds...
MutualFundWire.com - Tuesday, April 22, 2008 Views
Plaintiffs Lawyers Circle Merck 401k
No fewer than nine law firms have won a place at the table in the suit against the pharmaceutical giantís use of its stock in its 401k plan...
401kWire.com - Friday, April 22, 2005
Even in 401ks Men and Women Differ
A new survey highlights some differences between men and women when it comes to taking advantage of their retirement plan...
401kWire.com - Friday, April 22, 2005
Uncertainty at the SEC
Will the agency's problems mean more troubled times for the fund industry?..
MutualFundWire.com - Friday, April 22, 2005 Views
Why Are Fund Fees Not Falling?
BusinessWeek takes a stab at answering this question in this week's issue. While the magazine paints part of the picture, it still fails to fully show the costs faced by fund advisors, the role those costs play in holding up fees and, most importantly, the increased levels of service and access now taken for granted by investors. ..
MutualFundWire.com - Friday, April 22, 2005 Views
Pitt Takes Board Seat
Harvey Pitt has joined the board of Approva Corporation. The Vienna, Virginia-headquartered software company provides tools companies can use to test and manage their financial controls. These tools are gaining new attention because of the Sarbanes-Oxley section 404 rule that upped compliance requirements. ..
MutualFundWire.com - Friday, April 22, 2005 Views
Bells Ring for the Long Awaited Merrill-Amvescap Nuptuals
Merrill Lynch finally pulls the trigger on the deal for Amvescap Retirement. The brokerage firm becomes one of the top five largest 401k recordkeepers...
401kWire.com - Friday, April 22, 2005 - Reader Rating: 3
MLIM CIO Takes Over Fund
MLIM removed the American fund team just a year after transferring it from London to the U.S...
MutualFundWire.com - Thursday, April 22, 2004 Views
Are Janus Talks Bogged Down by Fees?
Janus is resisting calls by Spitzer for it to cut fees according to report...
MutualFundWire.com - Thursday, April 22, 2004 - Reader Rating: 4
Franklin Reports Earnings
San Mateo, California-based Franklin Resources announces second quarter earnings...
MutualFundWire.com - Thursday, April 22, 2004 Views
Closed Ender Taps State Street for Back Office
Calamos selected State Street Corp to service the Strategic Total Return Fund...
MutualFundWire.com - Thursday, April 22, 2004 Views
DTCC Implements Breakpoint Changes
The DTCC announced changes to Fund/SERV and Mutual Fund Profile Service and a new service offered with NewRiver...
MutualFundWire.com - Thursday, April 22, 2004 Views
American Funds Nabs Another
Fox Entertainment replaces Janus fund...
401kWire.com - Thursday, April 22, 2004 - Reader Rating: 2
SEC on New Rules Road Show
Just hiring a chief compliance officer by October 6 is not enough to avoid bad things is the message SEC reps are driving home...
MutualFundWire.com - Thursday, April 22, 2004 Views
Eaton Vance Expands Small Market 401k Offerings
Eaton Vance Distributors has new products for businesses with one, ten and many employees...
401kWire.com - Thursday, April 22, 2004 - Reader Rating: 2.67
Teaching Kids to Save on Take a Child to Work Day
On this Take a Child to Work Day, Nationwide Retirement Solutions is teaching kids about saving with a financial fairy tale...
401kWire.com - Thursday, April 22, 2004 - Reader Rating: 4
House Allows Troops Early Retirement Withdrawals
The Guardsmen & Reservists Financial Relief Act, H.R. 1779, passes unanimously...
401kWire.com - Thursday, April 22, 2004 - Reader Rating: 3
Securian Expands Small-Medium Mart Focus
UPDATED: The St. Paul-based provider is targeting the $1-10 million plan market with a new product that allows for sponsor customization...
401kWire.com - Tuesday, April 22, 2003
OneSource Assets Hold Steady
Schwab results hint that fund supermarket assets may have found floor...
MutualFundWire.com - Tuesday, April 22, 2003 Views
Northern Trust Taps Morningstar Tools
Northern Trust will use the Morningstar Advisor Workstation for its mutual fund representatives...
MutualFundWire.com - Tuesday, April 22, 2003 Views - Reader Rating: 4
Private-Label Platform Adds Bonds
The separate account platform provider is adding two fixed income flavors in response to demand from the field...
MutualFundWire.com - Tuesday, April 22, 2003 Views - Reader Rating: 2.33
Industry Conundrum Continues
Providers are still grappling with the economic issues of adequately meeting the service needs of sponsors...
401kWire.com - Tuesday, April 22, 2003 - Reader Rating: 4
Schwab Reports Steady 401k Flows
But overall retirement assets fell from a year ago...
401kWire.com - Tuesday, April 22, 2003 - Reader Rating: 4
Great-West Creates New Sales Team
The provider is close to finalizing its new team of Dedicated Pension Consultants and Client Relationship Managers for the 401(k) mart...
401kWire.com - Tuesday, April 22, 2003 - Reader Rating: 3.5
Rydex, S&P Set Launch Date
The new ETF will start trading on April 30...
MutualFundWire.com - Tuesday, April 22, 2003 Views
BB&T May Cut 42 After Losing N.C. Mandate
UPDATED The regional player plans to trim its staff after being dropped by a large client...
401kWire.com - Tuesday, April 22, 2003 - Reader Rating: 3.5
North Carolina Awards 401(k) Mandate
The state makes its final decision out of a field of seven, citing high level of service and low costs...
401kWire.com - Tuesday, April 22, 2003 - Reader Rating: 3
State Greed Puts 529s at Risk
Most college savings plans may be doomed if states see rival programs and providers as sources of revenue...
MutualFundWire.com - Tuesday, April 22, 2003 Views - Reader Rating: 5
S&P Forms Focused Fund Unit
Standard and Poor will soon be consolidating its various offices in New York into one large headquarters. Now it is consolidating its fund ratings, research and Micropal units into one Funds Services unit...
MutualFundWire.com - Thursday, April 22, 1999 - Reader Rating: 3
JP Morgan| American Century Offloads Small Plan Biz
The number of players offering full-services to the small end of the market continues to shrink. Early this month, JP Morgan|American Century informed a number of small plan clients that it will end its recordkeeping and administrative services as of September 30, 1999...
401kWire.com - Thursday, April 22, 1999 - Reader Rating: 3
Latest Wins for Chicago Trust
The Chicago Trust Company has announced four new wins for the month of March. The firm will be providing bundled service to all four clients, a spokesperson with Chicago Trust told the 401kWire.com...
401kWire.com - Thursday, April 22, 1999 - Reader Rating: 3
Schwab Grows Index Family
Charles Schwab is launching its Total Stock Market index fund, designed to take advantage of tax-efficiency and broader diversification with the inclusion of small and mid-cap stocks...
MutualFundWire.com - Thursday, April 22, 1999 - Reader Rating: 3
J.P. Morgan Chooses BONY
J.P. Morgan has outsourced its mutual fund accounting and related services to the Bank of New York to concentrate on investment management. *Updated*..
MutualFundWire.com - Thursday, April 22, 1999 - Reader Rating: 3
People on the Move
The 401kWire.com takes a quick look at some important moves by executives in the industry...
401kWire.com - Thursday, April 22, 1999 - Reader Rating: 3
Odd Lots, April 22, 1999
European fund flows revive ... Schwab Down Again ... Schwab Splits ... Fidelity: Every second counts ... Bogle foresees moderate stock returns ... More on extended exchange hours ... Traditional banking is dead...
MutualFundWire.com - Thursday, April 22, 1999 - Reader Rating: 5
American Stock Exchange Taps Merrill Lynch
The New York City-based American Stock Exchange has chosen Merrill Lynch to be the bundled provider for its 401(k) plan, according to a report in P&I Daily. The plan has approximately $66 million in assets with roughly 700 participants, according to The Money Market Directory, 1998...
401kWire.com - Wednesday, April 22, 1998 - Reader Rating: 3
Leonard Back at SEI
The SEI Asset Management Group has hired Anthony Leonard to be the product manager of defined contributions. The firm's goal is to strengthen both development and marketing for 401(k)'s. ..
401kWire.com - Wednesday, April 22, 1998 - Reader Rating: 3
Kmak Takes Over DC Unit
Robert Birnbaum, the former head of J.P. Morgan's defined contribution unit and the co-head of the J.P. Morgan/American Century Retirement Plan Services (RPS) unit has moved on to other duties outside of the defined contribution area, according to a spokesperson. The change in Birnbaum's duties clears the way for Tom Kmak to take over as sole head of RPS...
401kWire.com - Wednesday, April 22, 1998 - Reader Rating: 3
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IDC Webinar: The Future of the Workplace - April 2021, April 23
  2. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  3. IMEA In Session - Post-Covid Sales Coverage, April 27
  4. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  5. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  6. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  7. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  8. ICI 2021 General Membership Meeting - Day 1, May 6
  9. Emerging Manager Forum USA, May 12-14
  10. ICI 2021 General Membership Meeting - Day 2, May 13
  11. 2021 FINRA Annual Conference, May 18-20
  12. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  13. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  14. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  15. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  16. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  17. ICI 2021 Operations and Technology Conference, May 20
  18. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  19. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  20. IDC 2021 Virtual Fund Directors Workshop, June 3
  21. MFDF 2021 Fund Governance & Regulatory Insights Conference, Jun 10-11
  22. MFDF webinar - Proposed HSR Rule Changes: Impact on Asset Management, June 17




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use