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News Stories Archives - Since 1998
Jablonski Adds a RIOT Fund, And ... The Defiance team partners with a familiar ally to roll out another leveraged ETF focused on a single security. They're prepping three others... MutualFundWire.com - Friday, January 3, 2025 - Reader Rating: 1
Oros Finalizes Hightower's "Transformational Combination" The two teams first unveiled the deal back in October, with an expectation of closing in Q1 2025... 401kWire.com - Friday, January 3, 2025 - Reader Rating: 1
Yannis and Petros Unveil 5.0 The brothers leading an auto-rollover specialist are rolling out the latest version of the firm's platform. And their team is prepping 6.0, too... 401kWire.com - Friday, January 3, 2025 - Reader Rating: 1
Near Cincy, an Empower Fido Alum Joins a KPA Aggregator The new hire now serves as a director of retirement plan consulting at a national insurance brokerage and previously served as a relationship manager at a recordkeeper... 401kWire.com - Friday, January 3, 2025 - Reader Rating: 1
Simplify Brings an ETF Closer to TSLA The actively managed fund now has a new name and ticker, and the fund continues to focus on various ways of providing exposure to a one company in particular... MutualFundWire.com - Friday, January 3, 2025 - Reader Rating: 1
A $1.2T-AUM Firm Kicks Off Two 12-Fund Series The first ETFs in both series debuted on Friday. Two more ETFs will debut each month this year... MutualFundWire.com - Wednesday, January 3, 2024 - Reader Rating: 1
A Washington TPA Teams With Broadridge They're prepping a PEP to launch in March... 401kWire.com - Wednesday, January 3, 2024 - Reader Rating: 1
M* Associates With a Group In CT The Chi-Town firm is now one of three associate members of the trade group... 401kWire.com - Wednesday, January 3, 2024 - Reader Rating: 1
New Year, New Owners For a $75B-AUM Firm A multi-boutique asset manager recapitalizes, as planned... MutualFundWire.com - Wednesday, January 3, 2024 - Reader Rating: 1
A TPA-Focused FinTech's Founder Passes the Reins A familiar executive is taking over for the retiring chief... 401kWire.com - Wednesday, January 3, 2024 - Reader Rating: 1
51. John Sullivan John Sullivan was just what Brian Graff needed last fall when Nevin Adams decided that he was going to "retire" as chief content officer for the trade association (k)eiretsu... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
A Windy City ETF Startup Shakes Up Its C-Suite Two C-suiters leave the Midwestern shop even as a key hire joins... MutualFundWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
52. Bill Byerly Fidelity National Information Services (FIS) moved into the 401(k) space in a big way when it purchased SunGard for $9.1 billion in 2015... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
53. Kevin Collins T. Rowe Price has seen big changes since Kevin Collins became head of retirement plan services in 2019... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
54. Vince Giovinazzo One could argue that the entire idea of the 401(k) aggregator was created by Vince Giovinazzo and Bill Chetney in 2000 somewhere in or around Laguna Niguel... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
55. Jack VanDerhei With Dallas Salisbury, Jack VanDerhei was one of the first 401(k) researchers to gets his hands on large data sets... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
56. Don MacQuattie Raymond James is the only broker-dealer doubling down on being a 401(k) plan recordkeeper... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
57. Timothy Hauser Both Houses have passed the SECURE 2.0 law as part of the Omnibus spending bill, and President Joe Biden took time out of his St. Croix vacation to sign it, so now all that needs to be done is implementation and oversight... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
58. Ali Khawar During his tenure at EBSA's acting head, Ali Khawar did not steer around taking a hard stand... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
59. Ann Schleck Updated \| Ann Schleck is retiring from the industry ..... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
60. Catherine Collinson Catherine Collinson has used her seat at Transamerica's nonprofit research arm to spread awareness of retirement issues to the general public... 401kWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
A Public Firm Enters the ETF Biz Via a $42MM-AUM Deal The $3-billion-AUM firm's team now offers 17 funds... MutualFundWire.com - Tuesday, January 3, 2023 - Reader Rating: 1
A Four-Fund Shop Launches Two More The move comes after the fund firm converted to an all-ETF lineup... MutualFundWire.com - Monday, January 3, 2022 - Reader Rating: 1
Along With Two Deals, a Fifth Partner Joins a TPA Acquirer Along With Two Deals, a Fifth Partner Joins a TPA Acquirer.. 401kWire.com - Monday, January 3, 2022 - Reader Rating: 1
A 60-Person PA TPA Joins an Alliance The firm is the 13th member of the group, which first formed 10 months... 401kWire.com - Monday, January 3, 2022 - Reader Rating: 1
9,000 New Plans In a Year The startup now serves more than 25,000 plan sponsors... 401kWire.com - Monday, January 3, 2022 - Reader Rating: 1
Week In Preview, January 3 - January 9 This week, the teams at Faegre Drinker, Newport, and RPAG will host events... 401kWire.com - Monday, January 3, 2022 - Reader Rating: 1
Week In Preview, January 3 - January 9 This week, the team at Crossmark will host an event... MutualFundWire.com - Monday, January 3, 2022 - Reader Rating: 1
A 13-Year OpFunds Vet Rejoins Hancock The new hire worked at the fund firm previously in the early 2000s... MutualFundWire.com - Friday, January 3, 2020 - Reader Rating: 1
An 18-Year Gallagher Vet Retires A Lone Star State KPA bids adieu... 401kWire.com - Friday, January 3, 2020 - Reader Rating: 1
Who Will Dominate the Open MEP Biz? An ERISA legal eagle weighs in on one of the big pieces of the freshly enacted SECURE Act... 401kWire.com - Friday, January 3, 2020 - Reader Rating: 1
Watch Larry and Walt This Year A newspaper's new list of those "set to shape Wall Street in 2020" includes a pair of familiar execs... MutualFundWire.com - Friday, January 3, 2020 - Reader Rating: 1
After 33 Years With an Insurer, a Stable Value Vet Retires The executive served as stable value business director at the bundled provider... 401kWire.com - Friday, January 3, 2020 - Reader Rating: 1
19 New Years Resolutions For 2019 Here are some ideas to try in the new year... 401kWire.com - Thursday, January 3, 2019 - Reader Rating: 1
More Fundsters Drive Wholesaler Behavior With Bonuses Fuse's latest research shows how fundsters are compensating their wholesalers... MutualFundWire.com - Thursday, January 3, 2019 - Reader Rating: 1
What the Government Shutdown Means In the 401k Industry One defined contribution industry regulator sleeps, yet another keeps on keeping on... 401kWire.com - Thursday, January 3, 2019 - Reader Rating: 1
In CT, a $3B-AUA KPA Team Adds a Managing Director A retirement plan education specialist also joined a few months ago... 401kWire.com - Thursday, January 3, 2019 - Reader Rating: 1
Hammond Rethinks Pensionmark's Value Prop and Broadens His Leadership Team The KPA-turned-network-chief is bracing for more growth and adapting the network for changes he sees in the 401(k) landscape... 401kWire.com - Thursday, January 3, 2019 - Reader Rating: 1
Only Three Heads of State Beat This Fundster Several familiar industry faces land on the latest edition of a magazine's list of the 100 most powerful people in global finance... MutualFundWire.com - Thursday, January 3, 2019 - Reader Rating: 1
A Georgia Exec Leaves Lincoln The former sales director joined back in May. .. 401kWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
A 30-Year Columbia Vet Helps Launch a Private Wealth Group He's now part of annuity giant's first efforts in the private wealth and trust channel... MutualFundWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
An RKer Returns to RAC An insurer's retirement plan unit is back in the service provider college after a year-long hiatus. .. 401kWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
Mrozek Officially Joins Lincoln Two months ago, the 401kWire broke the news that the 20-year vet left BofA Merrill Lynch and headed to Lincoln.. 401kWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
The Times Versus Ron Baron The New York Times attacks the billionaire Baron Capital founder over mutual fund fees... MutualFundWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
Cafaro Greenleaf Wins Over Four 403bs The KPA shop adds non-profits with plan sizes between $5mm and $18mm. .. 401kWire.com - Wednesday, January 3, 2018 - Reader Rating: 1
From Acquisitive Fund Firm to FinTech Startup A Tennessee asset manager transforms and exits the mutual fund biz... MutualFundWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
Filings for Fundsters - January 3, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
Voya Goes Green From orange to green, Voya's ads remind on the importance of saving for retirement and tracking daily expenses as well. .. 401kWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
Taking a 360-Degree Look Inside Fiduciary Responsibility Blaine Aikin, executive chairman of a Robinson business fi360, has been at the forefront when it comes to financial advice and fiduciary responsibility..... 401kWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
Ascensus Selects a New Wholesaler Ascensus continues to expand its regional sales leadership. .. 401kWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
A Record Year, On Multiple Levels Mutual funds and ETFs had a big year in 2016, in several ways. But what does that mean for 2017?.. MutualFundWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
A KPA in the Bay State Joins LPL An executive who specializes in helping high net worth families and business owners with multi-generational financial, tax, and estate planning, has moved broker-dealers to enhance his clients goals and objectives in the retirement marketplace... 401kWire.com - Tuesday, January 3, 2017 - Reader Rating: 1
An Alts Firm Prepares for a Hiring Push Distribution and investing teams will grow "dramatically" to support product growth as well as expansion into new channels, according to one executive... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
These Are Some of the People We Lost in 2013 MFWire looks at some of the friends we lost in 2013... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
An Ex-NRP Advisor Joins LPL and Starts a New Venture Bill Chetney and his team win back a high profile, ex-wholesaler advisor. That advisor, meanwhile, is also starting another business line... 401kWire.com - Friday, January 3, 2014 - Reader Rating: 1
Can a Morningstar Top Honor Be a Curse? Can the Morningstar fund manager of the year aware be like the Oscar and curse its winners? Robert Schmansky of USNews examines the experience of winning asset managers such as Longleaf; Fidelity; Legg Mason's Royce; Fairholme; Ruane Cunniff & Goldfarb's Sequioa, and Artisan... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
FT Nods at Some Small Caps 2013 was a good year for small cap funds, according to Robin Wigglesworth and Stephen Foley at the Financial Times. The FT writers gave nods to funds managed Vanguard, Dimensional Fund Advisors, Pimco, Loomis Sayles, OpFunds, and American Funds... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
This RIA Pilots a Managed Account Service for Ten Bucks a Month A start-up firm out of Boston and Seattle launched the service for participants today. .. 401kWire.com - Friday, January 3, 2014 - Reader Rating: 1
Ned Johnson's Tomatoes Are Saved After facing a fearsome infestation in August, the tomatoes on a farm owned by Fidelity Investments are recovering nicely, reports the Boston Globe... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
2013 Was Worst Year for a Gross Fund Since 1994 It's official, 2013 was the worst year for the Pimco Total Return Fund since 1994, reports the Wall Street Journal. The $244 billion fund lost 1.92% in 2013 according to Morningstar data. Since its inception in 1987, the experienced losses two other years: 0.28% in 1999 and 3.58% in 1994... MutualFundWire.com - Friday, January 3, 2014 - Reader Rating: 1
Putnam Hits the Mark With a $125MM Plan Win The Boston-based plan provider nabbed recordkeeping for a Texas-based sales and marketing services company. .. 401kWire.com - Friday, January 3, 2014 - Reader Rating: 1
ING's Becker Anoints an AllianceBernstein Bigwig Former AllianceBernstein exec will handle all aspects of institutional distribution... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Murphy Hires a Western 401k Leader for Putnam A former Prudential sales leader switches firms... 401kWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Barclays Wants a Product Manager Exec must have expertise of mutual fund platforms... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
M* Crowns PMs from Pimco and T. Rowe The mutual fund ratings specialists name their fund managers of the year for 2012, in five categories... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Cerulli Finds Mutual Funds Still Dominate DC Institutional products are gaining, but still lag behind... 401kWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Consultants Join Segal Rogerscasey in Georgia and Ohio The consulting shop welcomes a new face and a familiar one to its ranks... 401kWire.com - Thursday, January 3, 2013 - Reader Rating: 1
A Boston DC I-O Shop Adds Low-Cost Shares The new class K shares are designed for certain qualified plans... 401kWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Where Did Bhagat Go? UPDATED \| We all knew that Vanguard�s Sauter was going, but who knew equity head Bhagat would also leave?.. MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
A Retail Wholesaler Sought for the Big Apple Exec will initiate, develop and maintain sales of mutual funds... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Who Won the Fiscal Cliff Games? EM Funds. Investors got sick of domestic market nail-biting, writes a Barron�s columnist... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Goldman and ALPS Partner Up Four new funds are ready to be launched... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
2013 Might Be the Year of the Asset Manager � But Not For Everyone An analyst predicts that mutual fund shops and others will return after three years in the wilderness... MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
WaPo Covers Gabelli's Upcoming Date With Supremes Could the trial change the way the SEC works?.. MutualFundWire.com - Thursday, January 3, 2013 - Reader Rating: 1
Great-West Gives its Websites a Facelift The new sites are easier to navigate, and more intuitive, according to Charlie Nelson, president of Great-West Retirement Services... 401kWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Queen Seeks a DC Consultant A county is looking for a consultant to help it design a DC plan... 401kWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Gabelli Refocuses and Rebrands a $5.6M Fund The new old fund, which follows a quarterly research report published for the past six years, will feature a new PM and a new name... MutualFundWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
A DWS Wholesaler Heads in a New Direxion A leveraged index fund specialist hires a senior regional director for the Northwest... MutualFundWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Envisage Buys a New HQ The industry software specialists prepare to consolidate their two main offices... 401kWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Pimco Total Return Takes a Step Forward NYSE files a slew of 19b-4s... MutualFundWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Jaffe Sees SEC Fee Crackdown in 2012 That is just one of eight predictions the columnist makes for 2012... MutualFundWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Current ETN Format will Bite the Dust Credit risk is their undoing, writes columnist... MutualFundWire.com - Tuesday, January 3, 2012 - Reader Rating: 1
Who's Who at the Bulked-Up Nuveen Here's a look at the leadership structure at Nuveen Asset Management in the wake of its deal with FAF Advisors... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Musto Changes His Role and Welcomes a New DC I-O Chief Updated \| David Musto assumes a new role and welcomes in a new face at J.P. Morgan... 401kWire.com - Monday, January 3, 2011 - Reader Rating: 1
TCW Expands its Emerging Markets Menu The Los Angeles firm rolled out a mutual fund today... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Gabelli Hires Goldman The new hire takes on the role of VP, corporate development and general counsel of Gabelli Funds... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
A Top MassMutual Retirement Exec Departs The plan provider is starting off 2011 with a hole on its roster. .. 401kWire.com - Monday, January 3, 2011 - Reader Rating: 1
A Healthcare Plan Sponsor Suspends its 401k Match A medical center in the South is shelving its 401k match... 401kWire.com - Monday, January 3, 2011 - Reader Rating: 1
Pru Touts Booming Wrap Biz Updated \| The bundled provider offers a glimpse at a growing, niche I-O business... 401kWire.com - Monday, January 3, 2011 - Reader Rating: 1
Bruce Berkowitz Unveils His Third Mutual Fund The star manager unveiled his new mutual fund today... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Two Mutual Fund Families Walk Down the Aisle on New Year's Eve The deal became complete on the final day of 2010... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
While Expanding, a TPA Finds a New Chief A national firm appoints a president for one of its local subsidiaries... 401kWire.com - Monday, January 3, 2011 - Reader Rating: 1
Domestic Funds Beat Out International Funds in 2010 The WSJ says markets showed their love for domestic funds in 2010... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Watch For New International and Income iShares The head of distribution for the ETF giant talks to a trade pub... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Could the Senate Be in a Former Fidelity Honcho's Future? The former Fido bigwig is said to be considering challenging Sen. Scott Brown in 2012... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Get Your Groupon With Fido and T. Rowe The two mutual fund giants reportedly take stakes in the latest round of funding for the Chitown startup... MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
Pimco Ends 2010 by Settling a Lawsuit PIMCO is shelling out $92 million to settle a market manipulation lawsuit. .. MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
WSJ Wonders Whether an Ownership Change Might Affect Last Year's Chart-Topping Funds The WSJ goes north of the border and discovers a 'Dynamic' Fund .. MutualFundWire.com - Monday, January 3, 2011 - Reader Rating: 1
MassMutual Shoots for $5B in Sales The top executives at MassMutual Retirement also let it be known that they are hunting for acquisitions... 401kWire.com - Thursday, January 3, 2008 - Reader Rating: 1
An Insurer Knocks at the 401k Gate A former DC player hunts for a national sales chief. .. 401kWire.com - Thursday, January 3, 2008 - Reader Rating: 1
New York Life Grows its Union Biz, Expands its Team The Westwood, Massachusetts-based provider broadened its Taft-Hartley team following a 20-percent growth in that business... 401kWire.com - Thursday, January 3, 2008 - Reader Rating: 1
ETrade Hands Caplan His Last Paycheck Former ETrade Chief executive Mitchell Caplan has received the details of his severance package... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Ignites' Publisher is Sold Ignites readers got their last shareholder's letter from Mike Griffin this week... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Dechert Taps a New Partner Fund firms have a new go-to-guy in Dechert's Boston office... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
SSgA Hunts for a New CEO SSgA's subprime-related legal woes appear to have cost CEO Bill Hunt his job... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Hartford Closes the First of its Trio of December Buys The Connecticut firm has wrapped up its purchase of DB plan administrator TopNoggin... 401kWire.com - Thursday, January 3, 2008 - Reader Rating: 1
ETFs: A Game Fund Companies Want to Play? SmartMoney.com writer Rob Wherry takes a look at a fund company dilemma in WSJ's special 'Investing in Funds' section... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Nuveen Fund Manager Pops Up in the WSJ Paul Brennan, who runs Nuveen's Limited-Term Municipal Bond Fund, got some press today... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Fidelity Insources Some Ad Work Management changes at the Boston Behemoth have yielded a change in the firm's advertising strategy... MutualFundWire.com - Thursday, January 3, 2008 - Reader Rating: 1
Consulting Firm Has New President The San Francisco-based consulting firm tapped on of its own as its new president... 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
The Stable Value Fight For QDIA Status Continues An executive takes on the DoL and makes the case for capital preservation options in the industry trade group's newsletter... 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
Who are the Top Advisors? PlanSponsor magazine has published its third annual list of the most successful advisors... 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
Paychex Eyes Larger Plans The Rochester, New York-based company hopes to sign on more firms with at least 50 employees... 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
Western Plan Sponsor Digs Up Four Funds The firm recently increased its investment selection by a third. .. 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
Evergreen Settles For $4.2M The mutual fund unit of Wachovia Corp. has reached a settlement with the NASD... MutualFundWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
More Fiduciary Fuss Over Fido's Fees The fund giant gets hit with another lawsuit from a certain Show Me State law firm. .. 401kWire.com - Wednesday, January 3, 2007 - Reader Rating: 1
Mellon Builds a New Home for Dreyfus Mellon Financial has given its asset management arm a new look for the new year. The bank said Tuesday that it has reorganized its asset management business to bring its Dreyfus Funds brand and its institutional business under one roof... MutualFundWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
Touchstone Rechristens Fund New year, new name. Touchstone Investments said Tuesday that its Touchstone Emerging Growth Fund now bears the name Touchstone Mid Cap Growth Fund... MutualFundWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
ACS Deal Lives Into 2006 The deal for Affiliated Computer Services is still on, reports the New York Times... 401kWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
AARP Financial Taps New River Vet as Marketer The path from Fidelity to Morningstar to New River leads to AARP. .. 401kWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
SEC Charges Six Ex-Putnam DC Executives With Fraud Regulators file charges against Karnig Durgarian and five others in Federal Court in Boston... 401kWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
Rydex is a Refco Victim The recent freezing of a hedge fund is leading Rydex to open end one of its funds. The chain of events was set in motion by last fall's Refco bankruptcy filing. .. MutualFundWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
Miller is Below Average, But Keeps Streak Alive The final performance numbers for 2005 are in and it looks like it was a good year for fund marketers. When the counting was done, the average mutual fund topped both the S&P 500 and Legg Mason's Bill Miller... MutualFundWire.com - Tuesday, January 3, 2006 - Reader Rating: 1
All K-Wholesalers from Strong Make the Jump Wells Fargo announces the hire of the entire Strong 401(k) sales team... 401kWire.com - Monday, January 3, 2005 - Reader Rating: 1
Morningstar Crowns Top Managers, Expect Flows to Follow After reading effusive praise from Morningstar for the managers on their awards list, it is probably hard for investors to resist the urge to pick up the phone or pull up the screen and make a swap. MFWire is betting that herd mentality will rule and to expect more flows into the funds on Morningstar's list, which this year includes Dodge & Cox, T. Rowe Price and Western Asset Management... MutualFundWire.com - Monday, January 3, 2005 - Reader Rating: 1
Fidelity Assets Rebound Fido executives need to thank the markets and not their sales team as its business grew just 1 to 2 percent by non-asset measures... 401kWire.com - Monday, January 3, 2005 - Reader Rating: 1
Key Strong Retirement Execs Join Wells Fargo Two Strong executives stay in Menomonee Falls, Wisconsin, but join the Wells Fargo family... 401kWire.com - Monday, January 3, 2005 - Reader Rating: 1
Strong-Wells Fargo a Done Deal Wells Fargo has wrapped up its acquisition of Strong Financial, which was announced in May of 2004. Wells Fargo will become the 20th largest fund company with the injection of $24 billion in Strong mutual fund assets. Wells Fargo will complete the merger of the former Strong funds in the second quarter of 2005... MutualFundWire.com - Monday, January 3, 2005 - Reader Rating: 1
Metavante Sells Small Plan Biz Great-West and a Wisconsin TPA look to add scale with the acquisition of 4,800 plans from the recordkeeper... 401kWire.com - Monday, January 3, 2005 - Reader Rating: 1
Sponsor Settles Company Stock Suit for $10 Million In one of the first company stock cases to settle on the record the sponsor pays $4 million and the insurers kick in another $5.5 million... 401kWire.com - Friday, January 3, 2003 - Reader Rating: 1
Consulting Vet Opens New Shop The former product head for Driehaus has returned to his roots and opened a new consulting shop... 401kWire.com - Friday, January 3, 2003 - Reader Rating: 1
Driehaus Product Head Exits The short-time executive has returned to his roots and opened a new consulting shop... MutualFundWire.com - Friday, January 3, 2003 - Reader Rating: 1
Janus Swallowing of Stilwell is Complete It is now a done deal, Stilwell Financial is officially Janus Capital... MutualFundWire.com - Friday, January 3, 2003 - Reader Rating: 1
Phoenix Signs Young to Three-Year Contract The investment manager files the new contract for its CEO with the SEC... MutualFundWire.com - Friday, January 3, 2003 - Reader Rating: 1
Waiting Periods Grow Longer New employees are finding their wait to get into plans rising... 401kWire.com - Friday, January 3, 2003 - Reader Rating: 1
Completely Misinformed Plan participants have wacky expectations for the markets, but at least they seem to know it. .. 401kWire.com - Thursday, January 3, 2002 - Reader Rating: 1
NFP Signs on with EnvestnetPMC The advisor is deploying new technologies for its reps... MutualFundWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Scudder Enhances Education The folks at Zurich Scudder have added a component to their educational series... 401kWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Heritage Hires Sales Head The unit of Raymond James has a new national sales manager to oversee its booming efforts... MutualFundWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Staying the Course...for the Moment What does this sponsor plan to do for the recession, and what does it plan to do after it is over?.. 401kWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Moving to Morristown Team at Fred Alger ... FRI Launch ... OfficeMax CFO... MutualFundWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Moving to Morristown Team at Fred Alger ... FRI Launch ... OfficeMax CFO... 401kWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Netfolio Founder Lands New Gig James O'Shaugnessy has a new office in Manhattan for a New York fund group... MutualFundWire.com - Thursday, January 3, 2002 - Reader Rating: 1
Full Speed Ahead! New York Life breathes life into its Eclipse Funds with a branding campaign and three new funds... MutualFundWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
January 3, 2001 Lipper is Out at Lipper ... No-Load Funds Debut in Singapore... MutualFundWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
January 3, 2001 Lipper is Out at Lipper ... No-Load Funds Debut in Singapore... 401kWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
Old Dog, New Tricks With its newest fund, Fremont joins the ranks of firms revamping, redefining value... MutualFundWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
Bush Selects DoL Nominee George W. Bush has selected his nominee to replace Alexis Herman as head of the Department of Labor. .. 401kWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
Schwab Shuffles Schwab names a new head for its TrustMark unit. Oros moves to SchwabPlan. .. 401kWire.com - Wednesday, January 3, 2001 - Reader Rating: 1
Kinetics Kicks Off Four Internet Funds Kinetics has launched four funds that offer different specializations within the Internet sector... MutualFundWire.com - Monday, January 3, 2000 - Reader Rating: 1
The Birth of a New 401a Plan The Louisiana State Employees' Retirement System, located in Baton Rouge, is in the process of forming a 401(a) plan, Robert Borden, cio, told the 401kWire.com. It will be looking for bundled service for this new plan... 401kWire.com - Monday, January 3, 2000 - Reader Rating: 1
1999: The Year In Searches Here at the 401kWire.com, we're closing the books on another millenium. The scribes are putting the final filagree on the manuscripts, and the leather-bound tomes are being returned to the library... 401kWire.com - Monday, January 3, 2000 - Reader Rating: 1
Miller Manages New Legg Mason Fund Bill Miller, who many consider the "manager of the decade," is managing a trust fund that launched last week with much success... MutualFundWire.com - Monday, January 3, 2000 - Reader Rating: 1
Odd Lots, January 3, 2000 Social responsibility is in vogue ... December fund numbers down slightly... MutualFundWire.com - Monday, January 3, 2000 - Reader Rating: 1
TrustMark Signs Deal with CBI TrustMark Inc., a unit of The Charles Schwab Corporation, has entered into a licensing agreement with CBI Business Services, Inc., a Orlando, Florida-based vendor, a spokesperson with Schwab told the 401kWire.com. According to the contract, CBI will now have access to TrustMark's MBA/3 Daily recordkeeping software. TrustMark will also make available its Internet and voice response systems... 401kWire.com - Monday, January 3, 2000 - Reader Rating: 1

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2025:	Q4	Q3	Q2	Q1
2024:	Q4	Q3	Q2	Q1
2023:	Q4	Q3	Q2	Q1
2022:	Q4	Q3	Q2	Q1
2021:	Q4	Q3	Q2	Q1
2020:	Q4	Q3	Q2	Q1
2019:	Q4	Q3	Q2	Q1
2018:	Q4	Q3	Q2	Q1
2017:	Q4	Q3	Q2	Q1
2016:	Q4	Q3	Q2	Q1
2015:	Q4	Q3	Q2	Q1
2014:	Q4	Q3	Q2	Q1
2013:	Q4	Q3	Q2	Q1
2012:	Q4	Q3	Q2	Q1
2011:	Q4	Q3	Q2	Q1
2010:	Q4	Q3	Q2	Q1
2009:	Q4	Q3	Q2	Q1
2008:	Q4	Q3	Q2	Q1
2007:	Q4	Q3	Q2	Q1
2006:	Q4	Q3	Q2	Q1
2005:	Q4	Q3	Q2	Q1
2004:	Q4	Q3	Q2	Q1
2003:	Q4	Q3	Q2	Q1
2002:	Q4	Q3	Q2	Q1

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