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News Stories Archives - Since 1998
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A TN Startup Will Put CRO Into an ETP
A firm near Nashville is preparing to roll out another exchange-traded product tracking a particular cryptocurrency.
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MutualFundWire.com -
Monday, January 12, 2026
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In the Lone Star State, a 12Y Fido Vet Shifts
The executive will now cover North Texas and Arkansas on the Boston Behemoth's core market sales team...
401kWire.com -
Monday, January 12, 2026
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A Cannabis-Focused Bank Enters the PEP Space
The Centennial State firm is becoming a PPP and launching its first pooled employer plan...
401kWire.com -
Monday, January 12, 2026
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Most 403b and 457 Sponsors Are Interested In Alts. But Which Alts?
New provider research offers insights into how education, healthcare, and government sector plan sponsors are thinking about possible investment lineup changes...
401kWire.com -
Monday, January 12, 2026
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Trump Praises the Super Aussie System. DC Insiders Weigh In
U.S. defined contribution industry insiders ponder the Australian retirement savings system and its differences with the U.S. system...
401kWire.com -
Monday, January 12, 2026
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Week In Preview, January 12 - January 18
This week, the teams at ERIC, Spark, WP&BC, NIPA, and ASPPA will host events, and a couple firms in the recordkeeping business will release earnings reports...
401kWire.com -
Monday, January 12, 2026
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Week In Preview, January 12 - January 18
This week, the team at IDC will host an event, and several firms in the fund business will release their earnings reports...
MutualFundWire.com -
Monday, January 12, 2026
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100 Weeks of Outflows and Counting
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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Happy MLK Jr Day Weekend!
MFWire will be closed on Monday in observance of the Martin Luther King, Jr. Day market holiday...
MutualFundWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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Happy MLK Jr Day Weekend!
401kWire will be closed on Monday in observance of the Martin Luther King, Jr. Day market holiday...
401kWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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In California, a Vestwell Alum Joins Standard
The new hire will cover California and Nevada for the recordkeeper...
401kWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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Six of the Most Responsible RKers Are ...
A magazine and a market data specialist recognize 600 U.S. companies...
401kWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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How the Spot Bitcoin ETPs Fared On Day One
There is one clear winner so far, but it had a big headstart...
MutualFundWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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An ETF Startup's PEP Arrives
Ameritas, FiduciaryxChange..
401kWire.com -
Friday, January 12, 2024
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Reader Rating: 1
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Legal Eagles' SECURE 2.0 Advice For KPAs
My colleague Andrew highlights insights from an RKer and some ERISA attorneys...
401kWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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A $221B-AUM Firm Adds a Fund From a $6.5B-AUM Team
The new fund comes in three flavors and launched at the very end of 2022...
MutualFundWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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A Chi-Town Sales Exec Joins Transamerica
The new hire will cover the Midwest for the recordkeeper's institutional team...
401kWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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A Wirehouse's 401k Chief Is Doubling Down On Hiring
Watch for this executive to hire externals, internals, and relationship managers...
401kWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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401k Trading More Than Doubled In 2022, But ...
Participants favored stable value, money market funds, and bond funds last month, last quarter, and last year overall...
401kWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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Seven Rise At Vestwell
A number of sales executives have new roles at the Gotham RKer...
401kWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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Despite 2022's Market Woes, $856B Flowed In
It was this group's second highest annual inflows ever, even as market volatility took a big chunk out of AUM...
MutualFundWire.com -
Thursday, January 12, 2023
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Reader Rating: 1
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A $4B-AUM Boutique Launches a 2nd MF
The new mutual fund debuted yesterday with $25 million in AUM, thanks to the transformation of a seven-year-old hedge fund...
MutualFundWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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What to Make of DoL's DC Private Equity Clarification
Industry insiders and ERISA legal eagles weigh in on the regulatory agency's latest update...
401kWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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A Midwestern RKer's 2nd Product Will Be Called ...
After revealing the upcoming open architecture product last month, the provider's team now has a name for that product...
401kWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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Plan Emails Caught More Eyes In 2021
A provider's team releases their eighth annual survey of American workers...
401kWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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Two Fund Firms Invest In a PowerShares Vet's Direct Indexer
The Bay Area startup started in 2020, and their mission is to democratize access to custom index SMAs through FAs...
MutualFundWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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What About the $600K Or $1MM Plan That Doesn't Want a Group Solution?
Corrected | An insurer's recordkeeper builds a new SEP platform, for use by small businesses working with local TPAs and advisors...
401kWire.com -
Wednesday, January 12, 2022
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Reader Rating: 1
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A Distro Trio Focuses On Helping Boutiques
Three veterans of an Empire State mutual fund firm launch their own partner shop...
MutualFundWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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An RKing Giant's Ex-Chief Retires, But ...
The exec spent more than 17 years at the provider. Yet he's not saying goodbye just yet...
401kWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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Hub Buys a Florida KPA Shop
The team works with about $220 million in assets...
401kWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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Musto Picks a FuturePlan Sales Chief
Updated | The leader previously led a TPA that Ascensus acquired several years ago...
401kWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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McNabb Bets On a Fintech
The former Vanguard chief invests in a startup in LA...
MutualFundWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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An Aon Vet Joins a Managed Accounts C-Suite
The new hire serves as the firm's chief investment officer...
401kWire.com -
Tuesday, January 12, 2021
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Reader Rating: 1
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A $61.8B-AUM Fund Firm Prepares to IPO
After spinning out from a bank five years ago, this asset manager is now filing with the SEC to go public and raise up to $100 million...
MutualFundWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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With a $7.3B-AUM Deal, a Chi-Town Shop's Team Doubles
After absorbing a Denver-based asset manager, the combined firm's new AUM will increase to nearly $20 billion. ..
MutualFundWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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Voya Retains a $2.1-Billion 457 Plan
Voya financial has renewed a long-standing relationship with a West Coast state government...
401kWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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The Cammack Partners Appoint Snyder's Successor
Snyder's sucessor has more than a decade of experience in the public markets sector at Cammack Retirement...
401kWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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T. Rowe, Fido, and Pimco Lead This Awards Race
A research giant highlights the PMs behind 16 funds from 15 firms. Which four funds' PMs will win?..
MutualFundWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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Pru's Boyd Hires Two in the Tax-Exempt Channel
The freshly hired wholesalers both cover states in the West...
401kWire.com -
Friday, January 12, 2018
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Reader Rating: 1
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Gallagher Promotes Two Head Honchos
An insurance brokerage retirement services unit in the Midwest officially announced two promotions in the employee benefits division. ..
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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What Makes a Conference Worthwhile?
With so many conferences out there, on so many different topics, with such variety of communities around it, industry insiders have sparked the conversation about what makes a conference standout from the crowd.....
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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Where is Puzder's Missing Paperwork?
As Senate confirmation hearings kick-off, labor secretary nominee Andy Puzder's paperwork is still not posted. ..
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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And the 2016 Fund Manager of the Year Nominees Are...
Morningstar has released the 2016 U.S. Fund Manager of the Year awards nominees...
MutualFundWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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The New Fund Fuss - January 12, 2017
The latest funds about to make their grand debut!..
MutualFundWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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ICI Study Finds IRAs Are Integral For Savers
The survey says the investment vehicle is key to U.S. retirement savings system. ..
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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DCIIA Creates Investment Guide
The Defined Contribution Institutional Investment Association has released a guide to help better understand different investment types. ..
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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Gundlach Calls Out Gross as "Second-Tier"
Gundlach takes a swing at Gross in his latest investment outlook...
MutualFundWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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This SF KPA Shop Reaches $100MM
A 401(k) plan advisor, has ended 2016 with a bang by reaching more than $100 million in AUM — major growth for a company that began 2016 with five million in AUM...
401kWire.com -
Thursday, January 12, 2017
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Reader Rating: 1
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Obama Talks Retirement, One Last Time?
Updated | The President has brought up saving for retirement in every budget request so far, and he mentioned it again tonight in the State of the Union...
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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Sandy Alexander Prints Up a KPA Deal
The Florida-based plan sponsor has signed on with a Wall Street area advisor. ..
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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MassMutual Mops Up Over Five RKers
MassMutual takes a small victory with this upstate New York RFP...
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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TRA Acquires A Virginia-Based TPA
The Retirement Advantage, Inc. buys a shop with 400 clients...
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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A Big Fund Firm Buys an FA-Friendly Roboadvisor
Larry Fink and Martin Gilbert aren't the only fundsters who have caught roboadvisor fever...
MutualFundWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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John Ehli Welcomes DCREC's New Co-Prez
The trade group focused on using real estate investments insides defined contribution plans is rotating some new officers in as some old ones rotate out...
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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PMs For 12 Fund Firms Catch M*'s Eye
The mutual fund ratings giant releases its manager of the year shortlist for 2015...
MutualFundWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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Pre-Retirees Expectations Fall Short of Retirees Real Life Experiences
A Transamerica study surveys expectations of pre-retirees..
401kWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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Putnam Is Moving In Two Years
Bob Reynolds' plans for the mutual fund shop's new HQ are in line with previous reports...
MutualFundWire.com -
Tuesday, January 12, 2016
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Reader Rating: 1
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Voya Has a New Chief Voice
Voya financial, formerly known as ING, now has a new spokesperson for the freshly rebranded company.....
401kWire.com -
Monday, January 12, 2015
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Reader Rating: 1
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Participants, Meet NARPP
The non-profit unveils its consumer financial education website for retirement plan participants...
401kWire.com -
Monday, January 12, 2015
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Reader Rating: 1
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Columbia Threads the Branding Needle
Ted Truscott is combining Ameriprise's two big asset management brands...
MutualFundWire.com -
Monday, January 12, 2015
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Reader Rating: 1
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A SWAT Vet Joins RPAG
A three-location advisory firm joins the NFP-subsidiary's network...
401kWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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SteelPath Broadens its MLP Fund Menu
The Dallas firm rolls out a pair of mutual funds...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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Castineiras Makes a Strategic Appointment at Pru
Updated | The provider's total retirement solutions chief promotes one of his own...
401kWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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American Beacon Works on Four Fund Adoptions
The Texas-based fund shop is in the process of adopting funds from Bridgeway, Stephens Investment Management and Holland Capital...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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ING Takes a Multi-Manager, Multi-Insurer Approach to Retirement Income
The bundled provider teams up with two outside insurers and a lead outside asset manager for a target date offering with a twist...
401kWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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Two Boston Fund Firms Join the Blogosphere
The fund shops begin to blog...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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Raymond James Names its First Individual Retirement Chief
The Sunshine State B-D creates a new position to integrate IRA rollovers, retirement income and more...
401kWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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Enter Round Two of the DWS Auction
Around a dozen bidders reportedly made it to the next round of the auction...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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Morningstar Defends Leveraged ETFs
Morningstar analyst Michael Rawson discusses why leveraged ETFs are not to blame for increased market volatility...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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JAG Sails into the Mutual Fund Biz
The St. Louis, Missouri-based firm unveils a large-cap growth fund at the request of a client...
MutualFundWire.com -
Thursday, January 12, 2012
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Reader Rating: 1
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A Standard Wholesaler Jumps to Transamerica
The Los Angeles-based plan provider boosts its East Coast sales team.
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401kWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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Most Target-Date Investors Get It
However, a Vanguard survey says investors still have room for improvement.
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401kWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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ExpertPlan Broadens its Relationship with a Florida B-D
ExpertPlan will provide a DC and DB program to the b-d's national network of 700-plus financial advisors.
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401kWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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Allianz Global Investors Will See Changes at the Very Top
The top executive of Allianz Global Investors sets a date for his retirement...
MutualFundWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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Done Deal: Russell Takes a Drive Along U.S. One
The deal is expected to close within the first quarter...
MutualFundWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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WSJ Spotlights an 'Unusual Gripe' from Vanguard
There's an unusual message Vanguard wants to get across to potential investors...
MutualFundWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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Vanguard Says 2010 Was its Third Best Year Ever
Net cash flow last year was the third best in company history after 2009 and 2007...
MutualFundWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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SEC Picks a Janus Alum for a New Post
A former Janus PM is now working for the SEC.
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MutualFundWire.com -
Wednesday, January 12, 2011
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Reader Rating: 1
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Allianz Restructures its Sales Team
Four people, including two national sales managers, are leaving as a result of the reorg...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Archimedes Levers a Fidelity Director
The retirement tools provider has hired a former Fidelity director to lead its solutions team..
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Hartford and Pru Both Gain Outstanding Service Recognition
The DC providers win top honors for their customer service...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Gundlach Files to Launch Three Funds
Jeff Gundlach on Tuesday filed with the SEC to roll out a trio of bond funds...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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An ESOP Specialist and TPA Finds Freedom With Investacorp
An indie B-D subsidiary of Ladenburg Thalmann wins over a retirement plan advisory team with its own 401k product...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Putnam, BlackRock Win Again
The companies, along with others such as Evergreen Investments and JPMorgan Funds, have won an award for customer service...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Ned Johnson Bonds with the YouTube Crowd
Fidelity launches its first ever online contest...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Architect to Build the 403b Business at VALIC
The AIG unit scores a coup with its new hire...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Top-Level Changes Yield New Titles for Waddell's Avery, Butch
Waddell & Reed Financial on Tuesday unveils changes 'in support of the company's succession planning efforts.'..
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Great-West Grows From the Inside
The retirement services company has added six to its now twenty-five member internal wholesaler team...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Morningstar Crowns the Fund Managers of the Decade
The Chicago firm names the three winners...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Guardian's Beefed-Up TPA Program Officially Arrives
As expected, the Big Apple-based provider unveils upgrades to its awards program for third-party administrator...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Societe Generale Taps a DC Plan Provider
Updated | TCW's owner has hired a provider for its $220 million, 3,000-participant plan...
401kWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Invesco Consolidates Some Businesses
Invesco has consolidated Invesco Aim Advisors and three other U.S. based investment advisers...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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A Fido Unit Ventures Away From the Nest
Updated | Ned Johnson reportedly spins off a niche piece of his company...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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PowerShares Raises Fees on its Dollar Menu
PowerShares has raised the expense ratios on two of its ETFs...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Investors Warm to the New Face of Janus
Investors initially greeted the news of Richard Weil's appointment as Janus' new CEO with a bit of head-scratching, but now they are opening their arms to the new hire...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 1
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Hartstein Says Adoptions Will Remain a Key Part of Hancock's Strategy
Hancock on Monday completed the adoption of a Robeco fund...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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A Fund Servicer Jumps into the Rebranding Pool
The company has embarked on a rebranding effort to remind people that its offerings extend beyond mutual fund services...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Calvert Unveils its Ninth Taxable Fixed Income Fund
The SRI specialists launch a new fund...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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PSCA Defends 401k from Attacks
Updated | Amidst growing outcry over 2008 losses in DC plans, an industry lobbyist speaks out...
401kWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Delaware Whittles its 403b List
The IRS regs led the state to cut the number of its 403b vendors from 80 to 13...
401kWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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A Plan Provider Rolls Out the Roth
Three years after the Roth 401k made its debut, a plan provider begins offering the feature to its clients...
401kWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Some Tennessee Teachers Move to One 403b Vendor
The new regs nudge yet another school district into consolidating DC vendors...
401kWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Sun Sets on a Casino's 401k Match
Yet another plan sponsor is looking to save money by suspending its DC match...
401kWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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A Janus Sub Taps a New Chief
A Chicago asset management vet joins a value shop owned by the Denver-based asset manager...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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'Woody Allen of Fidelity' Opens Up to The Times
The manager of the recently reopened Fidelity Contrafund grants an interview to The New York Times...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Fund Firms Gain Good, Bad Target Date Ink in the WSJ
2010 fund losses continue to snag attention...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Another Fund Firm Cuts Staff
A fund firm in the Midwest is the latest to trim staff in response to falling AUM...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Morgan Stanley Smith Barney?
The name may not be creative, but the deal should shake up distribution for fund firms anyway...
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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T. Rowe Price Times the Bond Market Bottom
The new Strategic Income fund could give shareholders the opportunity to buy low and sell high, but will there be interest?..
MutualFundWire.com -
Monday, January 12, 2009
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Reader Rating: 1
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Just a Spoonful of Revenue Sharing Helps the Medicine Go Down
Here's another twist on the full fee disclosure movement: net to gross pricing...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Charlotte Workers Sacked Over Improper 401k Withdrawals
Eleven Charlotte Department of Transportation employees lost their jobs following an investigation into improper 401(k) withdrawals...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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T. Rowe Expands Auto Suite
The Baltimore-based firm has introduced an auto-boost service...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Financial Engines Works on a Retirement Income Tool
The Palo Alto-based firm is readying its retirement income planning product...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Deal May Hint at Sun Life's 401k Strategy
All three major Canadian insurers are increasingly becoming players in the US benefits market. Sun Life's two recent deals show it's anteing into the game...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Sun Life Makes a Buy in the US
Although the deal is not 401k-related, it nevertheless offers a sign that the Canadian insurer is looking to aggressively grow its presence in the US.
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401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Shoff and Captrust Seal the Deal
About three months after the deal was announced, the Philadelphia advisory firm officially gets absorbed.
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401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Ryder To Freeze DB Plan
The Miami-based company will instead offer a beefed-up 401(k) plan to employees...
401kWire.com -
Friday, January 12, 2007
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Reader Rating: 1
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Merrill Lynch Broadens Focus On Small Biz Market
The retirement group at Merrill Lynch is intensifying its focus on the small business market, a company official said...
401kWire.com -
Thursday, January 12, 2006
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Reader Rating: 1
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ICMA-RC Taps Legal Eagle
The DC plan specialist for the public sector has hired a VP for legislative affairs...
401kWire.com -
Thursday, January 12, 2006
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Reader Rating: 1
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CPI Adds Consultant in ChiTown
The third-party administrator has added a consultant from RSM McGladery's Chicago office...
401kWire.com -
Thursday, January 12, 2006
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Reader Rating: 1
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Another Acting Director for the SEC's Investment Management Division
Wyderko takes over from Meyer Eisenberg, who announced in December that he is retiring from the commission this month to accept a post at the Williamette University College of Law. Eisenberg served as the division’s acting head since April 2005, replacing Paul Roye, who had resigned in February...
MutualFundWire.com -
Thursday, January 12, 2006
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Reader Rating: 1
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AIG SunAmerica Adds a Portfolio Manager
AIG SunAmerica Asset Management Corp., the mutual fund and asset management arm of AIG Retirement Services, has named Jay Rushin as senior vice president and portfolio manager for small- and mid-cap stock growth strategies. He reports to Tim Pettee, chief investment officer...
MutualFundWire.com -
Thursday, January 12, 2006
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Reader Rating: 1
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Fink Spills Secrets of BlackRock's Success
Looking for tips on what makes the self-described Microsoft of the asset management industry tick? Typically low-key BlackRock CEO Laurence Fink tells all in a recent issue of Barron's...
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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$600 MM 529 up for Bid
Could fees be a winning point?..
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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New AMG Sales Group Goes Live
Affiliated Managers Group's new distribution subsidiary has gone live. The entity, called Managers Investment Group (MIG), will consist of 30 sales people, headed by Bruce Arnow formerly of AMG-affiliate Rorer Asset Management...
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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Illinois Employees Deferred Compensation Plan
Investment managers will get a shot at winning a place in the lineup of investment options for a $2 billion Illinois 457 plan...
401kWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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Kohler Co.
The plan sponsor has tapped a new consultant as it gets ready to issue RFPs for investment managers...
401kWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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TPA Advisor Adds Consultant
A New England advisor adds a consultant from Cabot Money Management to its ranks...
401kWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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ING Considers Rollover Platforms
Head of ING's rollover business, Bill Lowe, hasn't been on the job for long, but has big plans for the near future...
401kWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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Mellon Jumps on the Managed Accounts Bandwagon
The number three 401(k) administrator makes an alliance in order to offer managed accounts...
401kWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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PFPC Exec Joins IXIS
Michael Kardok has joined IXIS Asset Management as the Boston firm's new fund treasurer and senior vice president. At IXIS, Kardok will oversee the CDC Nvest funds, the Loomis Sayles funds, and the AEW Real Estate Income Fund. Prior to joining IXIS, Kardok was a senior director of PFPC's Fund Acccounting and Administrion group...
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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One More ($400,000) Hit for Banc One
The NASD extracts its pound, but will it continue to hunt year-old Canary cases?..
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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ProFunds Quick out of the Gate
Bethesda, Maryland-based ProFunds has already launched two funds this year. The company is offering a Rising Rates Opportunity Fund 10, intended to return the inverse of the daily price fluctuations of the 10-year U.S. Treasury Note, and the Access High Yield Fund, which will invest in high yield debt instruments. Both funds do not have any trading restrictions, like the rest of the ProFunds family...
MutualFundWire.com -
Wednesday, January 12, 2005
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Reader Rating: 1
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Florida Workers Take a Pass on DC
The participation rate in the state plan has a long way to go to reach average...
401kWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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NASD Fines LA Broker $1.5 Million
The NASD continues its crackdown on those who sell unsuitable funds and annuities to investors...
MutualFundWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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2003 Ends On a High Note
The just-ended year was the best so far in the century for administrators seeking to take plans from rivals...
401kWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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WaPo Digs Into ICI Lobbying Efforts
Do take on someone who buys ink by the barrel. The reporter Fink snubbed last week continues on her beat...
MutualFundWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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Sponsors Seek More Ed Help
Only a few of the sponsors surveyed say that cost is a concern...
401kWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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New Owners of Security Trust Promise Smooth Switch
They say they will continue to operate all of the STC businesses...
401kWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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AdvisorCentral Builds Relationships to Draw Advisors
More advisors means more exposure for fund partners say officials...
MutualFundWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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Canadian Funds Get New Conflict of Interest Rules
Rules governing the fund industry are changing in Canada...
MutualFundWire.com -
Monday, January 12, 2004
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Reader Rating: 1
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TPA Sale Completed
Nationwide bolsters its adminsitration capabilities by purchasing a Florida-based TPA...
401kWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Decisions, Decisions
Foliofn or UNX? Centurion weighs its options...
MutualFundWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Too Little Too Late?
Final drop in IRA fees spurred by several factors. ..
MutualFundWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Touchstone Fills Vacancies
Cincinnati firm taps CNA, Legg Mason, and itself for wholesalers...
MutualFundWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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New Advisor on the Block
The newest financial advisor is going directly at the investor. Will this make 401(k)-only advice obsolete?..
401kWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Stable Value Rates for January 12, 2001
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401kWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Silent Spinners
Calvert is hard at work revamping its Web presence as launch approaches...
MutualFundWire.com -
Friday, January 12, 2001
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Reader Rating: 1
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Decade of The Responsible Investor
SocialFunds.com has compiled its top stories in social investing for the 90s and for the last year of a decade that saw a substantial rise in interest in SRI funds...
MutualFundWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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(K)arl on the Wire: Resolutions for the New Year
The 401kWire.com continues its monthly feature presenting (k)arl, an information and resources cat, from benefitsmarketing.com. The firm looks to help defined contribution professionals think about how to market their products to 401k plans...
401kWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Vestek Signs Up Janus
The industry's top selling fund firm has added its products to the Vestek's Select service for data distribution...
MutualFundWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Electronic Store Chain Wires 401k
Richmond, Virginia-based Circuit City Stores Inc. has created a new 401(k) plan with American Express Retirement Services in order to provide bundled services. Its defined benefit plan has 20,000 participants and $53 million in assets, according to The Money Market Directory 1999...
401kWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Bisys Intros New Web Tech
The New Jersey firm has launched a new web product to capture the attention of individual customers...
MutualFundWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Odd Lots, January 12, 2000
We're number one! We're number one! ... Janus spinoff on hold ... Operating expenses decline.
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MutualFundWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Bisys Intros New Web Tech
Little Falls, New Jersey-based Bisys Information Solutions is introducing FirstLinq, Bill Neville, group president of the firm, told the 401kWire.com. This product allows financial services companies to offer Internet access for those companies' clients through a customized web portal...
401kWire.com -
Wednesday, January 12, 2000
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Reader Rating: 1
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Mail Boxes Ships to New Vendor
San Diego, California-headquartered Mail Boxes Etc. has chosen Putnam Investments to be the bundled provider for its 401(k) plan for employees at its corporate headquarters, Janet Schneider told the 401kWire.com. The plan has 300 participants and $7 million in assets...
401kWire.com -
Tuesday, January 12, 1999
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Reader Rating: 1
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TAG On: Controlled Groups
How do you handle controlled groups in a merger? TAG unravels the complexities...
401kWire.com -
Tuesday, January 12, 1999
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Reader Rating: 1
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Artisan Aims to Break Into Alliances
A week after Morningstar named Artisan International's manager Fund Manager of the Year, Artisan Partners unveils a plan, and new staff, to gain entry to the major 401k alliances...
401kWire.com -
Tuesday, January 12, 1999
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Reader Rating: 1
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Fidelity Eyes Administering Plans on the Web
How can a plan administrator make a profit servicing a plan with fewer than 15 employees? Fidelity Institutional Retirement Services is working on what it believes is a solution to just this problem. The mutual fund company plans on administering some small company plans entirely on the Internet, Robert L. Reynolds, president of Fidelity Investments Institutional Retirement Group, told the 401kWire.
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401kWire.com -
Monday, January 12, 1998
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Reader Rating: 1
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Fidelity Eyes Administering Plans on the Web
How can a plan administrator make a profit servicing a plan with fewer than 15 employees? Fidelity Institutional Retirement Services is working on what it believes is a solution to just this problem. The mutual fund company plans on administering some small company plans entirely on the Internet, Robert L. Reynolds, president of Fidelity Investments Institutional Retirement Group, told the 401kWire...
401kWire.com -
Monday, January 12, 1998
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Reader Rating: 1
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