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News Stories Archives - Since 1998
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Macquarie Mimics a $3.6B-AUM MF
The folks at a multinational asset manager are adding another active ETF in the U.S...
MutualFundWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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An OG PEP Approaches $4B
The insurance broker is awaiting Washington developments before launching a 403(b) PEP...
401kWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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52 Percent of Participant Calls Are About ...
New provider research offers a glimpse at how 401(k) participants fared in the fourth quarter of 2024...
401kWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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How Will Ret Income Affect This 401k? There's a Tool For That
A Midwestern shop is rolling out a new offering for plan sponsors and intermediaries...
401kWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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Most FAs Are Redeploying Cash, But Where?
New research sheds light on how advisors are allocating investors' money now that money market inflows are retreating...
MutualFundWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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Levine Brings Star Trek to 401k Docs
The Groom Law Group chair has a new side venture...
401kWire.com -
Friday, March 7, 2025
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Reader Rating: 1
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Defiance, Tidal, and Zega Partner For a 5th ETF, And ...
The folks at the three firms also appear to be prepping two additional ETFs similar to today's new offering...
MutualFundWire.com -
Thursday, March 7, 2024
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Reader Rating: 1
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Empower Wins As a PEP Arcs to a New Name And ...
A three-year-old pooled employer plan gains a new name and a new RKer...
401kWire.com -
Thursday, March 7, 2024
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Reader Rating: 1
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An MI Exec Joins As a PA Voya Vet Rises
The new hire comes most recently from American Century...
401kWire.com -
Thursday, March 7, 2024
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Reader Rating: 1
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4 Months In, a New Suite Reaches $545MM
The seven funds are powered by a pair of Connecticut allies...
MutualFundWire.com -
Thursday, March 7, 2024
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Reader Rating: 1
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Note This New Offering From FiduciaryxChange, Ameritas, and Schwab
The trio are teaming up on a PEP expected to debut next month...
401kWire.com -
Thursday, March 7, 2024
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Reader Rating: 1
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An ETF Vet Joins a Texas Bank
The fundster now serves as a managing director at the firm...
MutualFundWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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MarshBerry Hires a KPA-Focused Banker
The executive now serves as a VP on the firm's financial advisory team...
401kWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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An Audit-Exclusive 401k Firm Opens in Florida
The entrepreneur has more than 15 years of industry auditing experience...
401kWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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A Cetera Vet Joins a 22-Year-Old Firm's Leadership
The new hire will serve as COO at the $2-billion-AUA, 20,000-participant, 1,975-plan TPA...
401kWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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Kaido Promotes Two Key BPAS Leaders
Both rising executives now serve as vice presidents at the recordkeeper...
401kWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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A $128B-AUM Firm Adds a Value ESG Fund
The new fund will be PMed by a 20-year company veteran...
MutualFundWire.com -
Tuesday, March 7, 2023
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Reader Rating: 1
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Three Years In, a $29MM Pair Transforms
Updated | An institutitonal Midwestern asset manager's team converts their mutual funds into ETFs...
MutualFundWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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Four Years In, a $17.5B-AUA RKer's Chief Rises
A Midwestern company's retirement plan chief has been promoted to executive vice president...
401kWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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A $1.3T-AUM Provider Sponsors an NBA Team
Updated | A Lone Star State team kicks off a four-year partnership with a financial services titan that is a retirement plan recordkeeper, insurer, and asset manager...
401kWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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How Highly Should Parts Prioritize 401k Contributions?
A big DC I-O asset manager's retirement team offers a host of research on retirement savings and spending...
401kWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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Week In Preview, March 7 - March 13
This week, the teams at American Trust, JPMAM, Spark, That 401(k) Virtual Bunch, and WIPN are hosting events...
401kWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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Week In Preview, March 7 - March 13
This week, the teams at Advisor2X, Citywire, ICI, IDC, MFDF, and Natixis Investment Managers will host events...
MutualFundWire.com -
Monday, March 7, 2022
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Reader Rating: 1
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Spring Conference Preview
Which conferences will you attend this spring?..
401kWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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Eyeing Two Channels, This Gotham Fundster Chief Is Hiring
Also stay tuned for more product launches at the niche mutual fund and ETF shop...
MutualFundWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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After 26 Years at SEI, a C-Suiter Retires
Stay tuned for word on who will fill the executive's shoes...
MutualFundWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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MAPping From Wholesaler to TPA
A MassMutual alumnus in the midwest joins a freshly rebranded third-party administrator as head of a branch...
401kWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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Long Hires a 30-Year Consulting Vet
The new hire joins a shop that SageView acquired a year ago...
401kWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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Hub Buys a $1B-AUA Texas KPA Shop
Updated | The deal comes a year after the private equity-backed insurance brokerage bought another 401(k) plan advisor business in the Lone Star State...
401kWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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2019's Richest Fundsters Are ...
Many asset management (and asset-management-adjacent) industry insiders rank among the world's billionaires, according to the latest edition of a famous list...
MutualFundWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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Brandes Without Brandes
44 years after founding his eponymous asset management shop and 16 years after passing the CEO reins, Charles Brandes is retiring...
MutualFundWire.com -
Wednesday, March 7, 2018
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Reader Rating: 1
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An Upper Midwest Exec Leaves Lincoln
A member of the recordkeeper's institutional sales team has left the company...
401kWire.com -
Wednesday, March 7, 2018
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Reader Rating: 1
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An RKer Offers a Million Ways to Connect With "Difference Maker" Nonprofits
To celebrate its hundreth anniversary, the global financial services company is encouraging industry members to engage with their local nonprofits...
401kWire.com -
Wednesday, March 7, 2018
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Reader Rating: 1
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In New Jersey, Morgan Stanley Wins a Provider-Vet-Turned-KPA
An elite retirement plan advisor moved his practice to the wirehouse a few months ago...
401kWire.com -
Wednesday, March 7, 2018
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Reader Rating: 1
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Machine Learning Comes to Fund Ratings
M* chief Kunal Kapoor and his team add a third leg to their mutual fund ratings system...
MutualFundWire.com -
Wednesday, March 7, 2018
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Reader Rating: 1
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Goldman Sachs Study Says the Menu Matters
GSAM offers investment menu advice through new report. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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Recognize the Mutual Fund Industry's 2017 STARs!
The annual asset management award ceremony will take place in the fall of 2017. Nominations are now open...
MutualFundWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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OpFunds Lands on the West Coast and Keeps Hunting
A top exec talks about the Gotham mutual fund shop's latest acquisition, which is expected to close next month...
MutualFundWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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A Newport Group Director Departs
And has joined another firm as a senior communications consultant. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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QBI Unveils New Payroll Product
The new automated payroll data submission solution aims to streamline retirement benefits information for clients and financial providers. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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TIAA Gets Higher Ed
The higher education recordkeeping expert has scored a college's plan assets. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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Senate Hatches Its SARP Plan
Two resolutions were introduced in the Senate. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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Follow the Fundsters - March 7, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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Catching Up with Pru Alum George Castineiras
The former Prudential, MetLife, and Principal executive shared some of his latest independent initiatives with 401kWire. ..
401kWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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Hold the T Shares?
Fiduciary reg limbo is shaking things up when it comes to the future of mutual fund distribution...
MutualFundWire.com -
Tuesday, March 7, 2017
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Reader Rating: 1
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J.P. Morgan Releases 2016 Retirement Insights
Two retirement heads lay out the firms focus for the next 6-12 months. ..
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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An RS Channel Chief Heads East, Ahead of the Victory Deal
A global, fixed income institutional manager hires an exec to leads its intermediary distribution efforts...
MutualFundWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Voya's Chakarun Casts a Lacrosse Veteran in a Fund Sales Role
The new hire joins as an RIA channel wholesaler in the West...
MutualFundWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Buell Docks in a Gotham Harbor
The former RS DC I-O chief takes over a distribution effort for an institutional asset manager...
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Chong Creates a CUNA Mutual Retirement Alliance
The mutual insurer's retirement plan chief kicks off its sixth annual conference for KPAs...
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Pentegra Welcomes A NoCal Wholesaler
The Pentegra sales team welcomes a new member...
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Prudential Retirement Racks Up Three RKing RFPs
Prudential Retirement wins three new recordkeeping clients from the healthcare, industrial construction, and aerospace industry...
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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Are There Holes in Your Operational Compliance?
A 401(k) insider wants to know if you are prepared to execute operational compliance. ..
401kWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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This Trio of Third Avenue Vets Will Return to the MF Biz
A new international value shop will debut its hedge fund this summer. Watch for a mutual fund to follow...
MutualFundWire.com -
Monday, March 7, 2016
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Reader Rating: 1
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AB's Chris Bricker Knuckles Down on Expertise
The head of AllianceBernstein's alternatives business is obsessed with educating clients on his firm's growing product line, and plans to grow his team of experts significantly. New hire Michael Conn will help the team think outside the box...
MutualFundWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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Great-West Wins an $80MM 401a Duo
A consolidated city and county government in Colorado selected Great-West as the new recordkeeper for a pair of 401a plans, following on big changes to the fund lineups...
401kWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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Boeing's Non-Union Participants Fly VIP ... Plus
Following the DB freeze for non-union employees, Boeing is enhancing its 401k for these participants via additional contributions. ..
401kWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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Can a Socially Responsible Alt Thrive?
The performance of an 10-month old alt product run by Community Capital Management during Russian invasion of the Ukraine earlier this week. Meanwhile, the $2 billion asset manager prepares to take advantage of growing demand by platforms and fund supermarkets for SRI products...
MutualFundWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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A Long Island 401k Vet Joins CapTrust
Fielding Miller and his team win over an elite retirement plan advisor and her colleague, both near the Big Apple...
401kWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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Another Gross Error...Or Was It?
Pimco co-founder Bill Gross allegedly indicates to Reuters that he monitored Mohamed El-Erian's phone calls. Pimco then categorically denies the claims...
MutualFundWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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At LPL, White Searches For a 401k Advisor Recruiter
Bill Chetney's team at the giant indie B-D has a recruiter opening...
401kWire.com -
Friday, March 7, 2014
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Reader Rating: 1
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A Fund Shop's IPO is on Fire
Could this be a sign that investors have an appetite for more public offerings?..
401kWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Artisan Sizzles on Day One
For the first time in more than 15 months, a mutual fund shop IPOs, only to see its shares climb almost 30 percent before the first closing bell...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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A Big Four Firm Wants 12 Asset Management Experts
The 12 would help traditional and alternative asset executives on subjects like M&A, fund development and improving portfolio management...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Stable Value Analysts, a Wirehouse Wants You
A giant B-D is on the prowl for someone to do research and analysis on the niche asset class...
401kWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Let J.P. Morgan Be Your Guide ... To Retirement
This years edition of the guide is available...
401kWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Territ Bolsters the B-D Sales Force at Federated
The money market mutual fund giant grows to meet steady growth in demand...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Great-West Hires in Colorado
A sales hire has been made...
401kWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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The Hartford Kicks Off a $1B Debt Reduction Plan
The insurer and mutual fund shop offers to buy back $800 million of senior debt...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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January Breaks Records
All asset classes saw positive flows, according to Cerulli...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Crain Advocates "Democratic Paternalism"
The BofA Merrill retirement chief wants auto-feature to be used more effectively. ..
401kWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Fidelity PMs Hunt Pre-IPO Deals
The Boston shop's managers are looking for companies to invest in before their IPOs. ..
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Bogle Called It
The WSJ praises the Vanguard founder for another feat: prognostication...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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The IRS Gets Pulled in to the Money Fund Debate
The SEC is trying to figure out tax affects of floating NAV...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Artisan Pulls the Trigger
UPDATED | The Midwestern mutual fund shop IPOs above its initial price range. Watch for its shares to start trading today on the NYSE...
MutualFundWire.com -
Thursday, March 7, 2013
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Reader Rating: 1
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Lighthouse Buys a Slice of a Fund Firm
361 Capital brings in a minority investor from the fund-of-hedge-funds world...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Pioneer Funds Shift to an Independent Chairman
A Broadridge director will be the independent chairman of Pioneer Funds...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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A Retiring Senator Pushes MEPs
Multiple employer plan providers gain support from a departing lawmaker...
401kWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Plan Redesign: A Mega Plan Sponsor's Story
Judy Mares of Alliant Techsystems shares her firm's plan redesign experience with attendees at The 401kWire Influencers' Summit...
401kWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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401k Providers are 'Taking a Very Defensive Position' for Disclosure
DC industry insiders talk about fees at The 401kWire's fourth annual Influencers' Summit...
401kWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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OneAmerica Bags a Caribou
The Midwestern bundled provider wins a 6,000-participant plan...
401kWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Thornburg Names its New Distribution Chief
Thornburg reveals Jack Gardner's successor...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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First Eagle Adds a PM to a $34.5B Fund
The Big Apple value manager promotes one of its own...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Joaquin Moves Up at ICI
ICI promotes Kathleen Joaquin...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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What Drives Differences in ETF Success?
Morningstar takes a look at two similar ETFs..
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Fundsters Heed London's Call
Executives from Loomis Sayles, Artisan Partners and Calamos Investments talk about their experience setting up shop in London...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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Bogle Still Hates ETFs
The Vanguard founder is not a fan of exchange-traded funds...
MutualFundWire.com -
Wednesday, March 7, 2012
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Reader Rating: 1
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ASPPA and Morningstar Reveal the Winner of the 401k Advisor Leadership Award
The winner was revealed Monday afternoon at the ASPPA 401k Summit in Las Vegas...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Lincoln Names a Small Market Business Leader for DC Products
The firm also unveils new roles for two senior-level executives...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Advisors Want Help Weeding Out the Junk
At the ASPPA 401k Summit, advisors say how wholesalers can add value...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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GE Adds a DCIO Sales Vet
A Hartford alum joins GE's intermediary team...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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GE Boosts its Sales Team with BNY Mellon, Hartford Alums
The firm has added two new sales vets to its intermediary sales team...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Consultants Love Custom Target Date Funds
A new survey by PIMCO says consultants support active management and custom target-date strategies...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Firms Struggle with Efficient Distribution Strategies
A kasina survey advocates "stealing market share" as a means toward more efficient distribution...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Advisors, 'Create a Firm That Can Live Without You'
Several top advisors talk to ASPPA attendees about the pros and cons of having a bigger practice...
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Boston Fund Firms Want to Expand
A local paper says mutual fund firms are more optimistic thanks to the recent market recovery...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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William Blair Plans to Partially Close a Fund
Most new investors in the fund will be shut out later this month unless.....
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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PowerShares Rolls Out a Bank Loan ETF
The Wheaton, Illinois-based ETF shop launches the market's first bank loan ETF...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Top Advisor: Tim Jenkins
Merrill Lynch..
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Top Advisor: John Spach
401(k) & 403(b) Advisors..
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Top Advisor: Allison Kaylor
The 401(k) Concierge/Lone State Retirement Services (NFP)..
401kWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Legg Mason Bids B Shares Adieu
The mutual fund firm will close the share class to investors this summer...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Dana Has an Epiphany
The sub-advisor is rebranding the Epiphany Large Cap fund...
MutualFundWire.com -
Monday, March 7, 2011
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Reader Rating: 1
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Active vs. Passive Life Cycle Strategies: A Risk Management Perspective
A reader weighs in on the internal target date debate...
401kWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Hewitt Says Enron Should Shoulder Settlement Funding Obligation
Hewitt Associates has responded to a DoL motion over settlement funds to Enron employees...
401kWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Former A.G. Edwards Trader Sentenced to Three Years
Charges involved a phony finders fee scheme...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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American Beacon Puts its Black Book Back in Circulation
American airlines has once again began shopping its subsidiary...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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A Minneapolis Firm Creates an RI Solution
The new solution incorporates an annual review of clients' financial situation...
401kWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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A Luxury Real Estate Developer Switches Providers
An Arizona company with around $8 million of assets and 335 participants in its DC plan has changed its recordkeeper...
401kWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Integrity is in the Hunt for President and CEO
The Minot, North Dakota-based fund firm is searching for a new president and CEO, following the resignation of Mark Anderson...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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WSJ Takes a Second Look at Active ETFs
Today's FundTrack sounds vaguely familiar...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Lynch Still Making Headlines
The news media is still abuzz with Fidelity gossip...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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FBR to Rechristen Two of its Funds
This spring, two FBR funds will take on new monikers...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Morgan Keegan is Sued Again Over Bond Fund Losses
Yet another law firm has commenced a class action suit against Morgan Keegan Asset Management...
MutualFundWire.com -
Friday, March 7, 2008
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Reader Rating: 1
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Almost Final QDRO Rule is Here
In accordance with last year's PPA, the DoL publishes the clarified rule.
..
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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Other People's Money
George Miller has cast himself as the middle-class' defender in his fee disclosure production...
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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ACS Contract Not a Waste
A Grand Canyon State sponsor signs on to the provider's DC platform for another five years.
..
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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DoL RFI to Seek Ideas on Fee Disclosure
Bradford Campbell promises that fees are a top priority at the DoL and that the public will soon have the option of weighing in on the debate...
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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Hungry Hungry Hancock
The insurance provider takes the marketing burden away from its wholesaling force and looks to acquire.
..
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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Opportunity Index Continues Slide in February
A reader sees plan provider changes dropping this year.
..
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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AIM Targets Retirement
The Lone Star State investment manager launches six new lifecycle funds.
..
401kWire.com -
Wednesday, March 7, 2007
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Reader Rating: 1
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AIFS Eyes National Reach For Funds
Arrivato Advisors is ramping up marketing efforts following the completion of its acquisition of Intrust Financial Services (IFS)...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Russell Opens Retail Office in Tampa
The individual investor services team of Russell Investment Group has opened a divisional sales and services office in Tampa, Florida, the company announced Monday. Its new location will be a center of services to east coast clients, responding to retail needs in a regional market that Russell says is growing rapidly...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Business As Usual At Pentegra, Says Acting CEO
The New York firm is seeking a permanent successor to Ken Montgomery...
401kWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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AIFS Steps Up Focus On the 401k Market
Fresh from its acquisition of Intrust Financial Services, the New York-based fund firm sees a lot of opportunities in the 401k market...
401kWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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CPI Gets Second Marketing Director
The Great Bend, Kansas-based firm tapped a company insider to fill the newly created position...
401kWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Brazos Capital Names New MD
The Dallas fund manager has found a west coast strategist to beef up distribution...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Most Fund Cos. Shying From Performance-Based Fees
Basing fees on past returns can invite SEC scrutiny, but that's not deterring all managers. A majority of mutual fund companies are reportedly steering clear of performance-based fees, despite the positive incentive they may provide to fund managers...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Thomas Resigns From House
Bill Thomas, chairman of the House Ways and Means Committee is hanging up his legislator's pen for good...
401kWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Wasau Agency Adds EB Focus
Wausau Signature Agency has created an employee benefits division as part of an effort to expand its business beyond selling property and casualty products...
401kWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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OppFunds Taps Tech Chief
OppenheimerFunds has tapped a new top executive to oversee its IT Infrastructure. Former T. Rowe Price technologist James F. Bailey signed on with the MassMutual fund arm to oversee the technology in its Centennial, Colorado offices...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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TIAA-CREF Mixes Sales with Assets
TIAA-CREF is shaking up its asset management arm to add a sales and product strategy to the mix. The New York City-based fund firm has created a new Asset Management group that combines investment management, distribution and product development under the leadership of Scott C. Evans. Meanwhile, the firm also tapped Ed Grzybowski as its new chief investment officer to replace Evans in that role...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Janus Ups Buyback; Changes Board Elections Rules
Janus' stock price may have risen too much for its executives to buy the company, but that does not mean that they believe it is overpriced. Monday, the Janus board authorized the purchase of up to $500 million of Janus shares. The move extends and adds to a stock repurchase program that had been set to expire at the end of 2006...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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Dreyfus to Drop B-Share Sales on Premier Funds
Starting in June, The Dreyfus Corporation will sell no new Class B shares of its Premier Family of Funds...
MutualFundWire.com -
Tuesday, March 7, 2006
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Reader Rating: 1
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JPMorgan to Close One, Opens Another
JPMorgan Funds will close its Mid Cap Value Fund to new investors at the end of March. Investors seeking to put money with its popular manager, Jonathan Simon, will get the opportunity with a new fund.
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MutualFundWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Longtime Industry Consultant Joins Startup
A top industry consultant joins a new investment bank...
401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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AllianceBernstein Adds R Shares
The asset management arm of Alliance Capital segments the retirement market with new share classes...
401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Trust Co May Look at Recordkeeping Deals
A trust company is looking at possibly acquiring a recordkeeper...
401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Ceridian Takes a Holistic Approach
Payroll provider Ceridian is going beyond simply giving participants 401(k) advice...
401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Chatham Partners Taps ADP Marketer
The executive returns to a job in consulting after a stint at ADP 401k Services.
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401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Bot Assists in 401k Heist
Two thieves walk off with $100,000 from a Fidelity 401(k) account after getting help from a hacker chat room...
401kWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Will Alliance Hold out in Florida Suit?
Opening arguments in the Florida State Board of Administration's lawsuit against Alliance Capital Management begin tomorrow, reports the WSJ. The Florida SBA alleges the New York money manager, the former advisor to the Florida pension fund, was reckless and negligent in buying up Enron stock, even as the company began to tank.
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MutualFundWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Fido Builds up Operations Abroad
Fidelity Investments is ramping up operations in Germany, South Korea and India, but is shunning China, according to a report by the Financial Times...
MutualFundWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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Alger Adds Manager in Tech Sector
Thomas Mulle has joined New York City-based Fred Alger Management as a vice president and senior equity analyst. Mulle was previously at Alkeon Capital Management, where he managed a $1 billion hedge fund focused on the technology sector. Mulle will continue his focus on technology at Fred Alger...
MutualFundWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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DeRemer Joins Putnam at Rival I-Bank
Darlene DeRemer, formerly a managing director at investment bank Putnam Lovell, has joined her ex-boss at a new rival startup...
MutualFundWire.com -
Monday, March 7, 2005
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Reader Rating: 1
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DC Advisors Adds a Consultant
The industry consultant hires a Watson Wyatt professional...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Fidelity Launches Managed Accounts
Once again, Fidelity marches to a different drummer. Unlike its rivals, Fido is not relying on the SunAmerica ruling for its product...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Security Trust Signs TPA
The trust services provider picks up a Bay State TPA firm with its flexibility and menu of investment options...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Principal Reimports Exec from Japan
The returning expatriate will oversee a push into the combo DC/DB plan market...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Citizens Hires Corp Responsibility Head
The new executive has a background outside of the fund industry. Will oversee shareholder activism efforts...
MutualFundWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Meridian Nabs Marketer from Founders
The new hire will oversee marketing efforts for private accounts and the ICON funds...
MutualFundWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Cigna Taps High Yield Specialist
The insurer is replacing its captive manager on the $437 million closed-end fund with a new firm...
MutualFundWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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SEC To Be More Proactive in Looking at DB Plans
The new Harvey at SEC vows to kick the tires of companies overvaluing DB plan assets. Will not be like the other Harvey...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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ING Sees Growth Outside 401k
Louis Bachetti says ING sees more opportunities after recently unifying its DC sales structure...
401kWire.com -
Friday, March 7, 2003
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Reader Rating: 1
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Schwab Looking Smaller
The battle in the small plan market is getting a new entrant as smaller sponsors get their own version of SchwabPlan.
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401kWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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Pioneer Gets Ambitious
The company is restructuring its distribution efforts and has hired two new execs in the process. Look for the firm to be jumping into two new arenas in the near future as well. Dan Geraci, president at the firm, speaks with us...
MutualFundWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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First Union Expands Web Plan
To satisfy broker demand, the bank is opening its Web-based product to existing plans.
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401kWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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AIM Lands 529 Pro
The firm has landed a former Merrill exec to bolster its 529 College Savings Team...
401kWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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Turner Inks Distribution Deal
Turner has entered into an agreement with a mutual fund family to sub-distribute its products...
MutualFundWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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Bisys in the News
Bisys on NYSE ... Bisys in Sunny Bermuda ... EarthLink Adds Content ... Stepping Up at New York Life ... Portman and Cardin Honored..
MutualFundWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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Bisys in the News
Bisys on NYSE ... Bisys in Sunny Bermuda ... EarthLink Adds Content ... Stepping Up at New York Life ... Portman and Cardin Honored...
401kWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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John Hancock Purchases Fund
The Bostn firm has purchased a growth fund...
MutualFundWire.com -
Thursday, March 7, 2002
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Reader Rating: 1
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More Investment Options? No Problem!
Fidelity opens up new investment tactic to sponsors...
401kWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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ICI Reports Redemption Rate Is Deceptive
ICI Reports Redemption Rate Is Deceptive..
MutualFundWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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ICI Reports Redemption Rate Is Deceptive
ICI Reports Redemption Rate Is Deceptive..
401kWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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Study Provides 401k Handbook for Funds
What are the mutual fund research firms telling their industry about the DC market?..
401kWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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Firsthand Distribution Set to Cast A New Net
Silicon Valley firm is hiring on a new hand to help maneuver into plentiful waters...
MutualFundWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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Wironen Resurfaces
Ex-Morningstar exec lands at another online technology company...
401kWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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How to Conquer the 401k
A new study gives the lowdown on DC: hot or not?..
MutualFundWire.com -
Wednesday, March 7, 2001
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Reader Rating: 1
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SEC Takes a Closer Look at Taxes
The SEC is meeting next week to consider a proposal that would require mutual funds to change the numbers used in advertisements and other sales materials...
MutualFundWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Aeltus Adds Third Guaranteed Fund
Aetna's fund company is launching a third mutual fund that guarantees the principal investment...
MutualFundWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Getting the Word out to Participants
Last month (2/15/00), the 401kWire.com reported on the collaboration between Merrill Lynch, Bowne, and InForm in designing, organizing and distributing statements to the former's plan participants. Now, Merrill and Bowne are both known players in the 401(k) space, but who is InForm? The 401kWire.com decided to get to know this player...
401kWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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PNC Bank Becomes PNC Financial
The Pittsburgh bank is re-branding itself in order to broaden its appeal as a full service financial services firm...
MutualFundWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Scudder is Out of a VP
Scudder Kemper is losing Ed Miner, vice president of retirement plan marketing, on Friday, March 10, a spokesperson for the company confirmed. It is not known at the time where he is going...
401kWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Odd Lots, March 7, 2000
Amex loses its ETF man ... SEC wants more broker commission disclosure ... Schwab and Barclays team-up ... The 800% opportunity...
401kWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Odd Lots, March 7, 2000
Amex loses its ETF man ... SEC wants more broker commission disclosure ... Schwab and Barclays team-up ... The 800% opportunity...
MutualFundWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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Pioneer's Rocky Road
The Pioneer Group faces serious questions about its current position and equally serious questions about its future...
MutualFundWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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mPower Growin' Large
It used to be that there was enough room at mPower's San Francisco office to dunk a few baskets or shoot some pool. It seems like its getting far too crowded to do anything like that now. The firm has made a number of new hires and still looks to add to its staff, Lisa Massena, vice president of marketing, told the 401kWire.com...
401kWire.com -
Tuesday, March 7, 2000
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Reader Rating: 1
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