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Charles Schwab Investment Management [view profile ]
211 Main Street  San Francisco  CA  94105  ph: 800-648-5300 

http://www.schwab.com  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Mellody Hobson Reminisces
The Ariel co-CEO talks to the NYTimes about her first job, her mom, and more...
MutualFundWire.com - Tuesday, July 23, 2019
LPL and Gladstone Welcome an Ex-Commonwealth KPA
He hopes to improve his independent practice by joining this team...
401kWire.com - Tuesday, July 23, 2019
A Veteran Midwestern Fund Entrepreneur Takes Things Up a Notch
A family mutual fund shop starts getting the word out and reaches for low-hanging fruit. Perhaps next year they'll hire distribution experts...
MutualFundWire.com - Monday, July 23, 2018 Views
CUNA Mutual's Riccio Listens to TPAs
CUNA Mutual hosts a TPA roundtable in Charleston. ..
401kWire.com - Monday, July 23, 2018 - Reader Rating: 5
Sarcone Returns to the 401k Data Biz
Four years after selling PensionPlanet, the entrepreneur has started up a competitor...
401kWire.com - Monday, July 23, 2018
Week In Preview, July 23-29
This week the BPC is kicking off a campaign about retirement security in America...
401kWire.com - Monday, July 23, 2018
Week In Preview, July 23-29
This week several publicly traded asset managers are reporting their earnings...
MutualFundWire.com - Monday, July 23, 2018 Views
A Midwest Energy Co. Remains With Empower
Empower keeps an ex-JPM customer. ..
401kWire.com - Thursday, July 23, 2015 - Reader Rating: 5
An $8.5B Subadvisor Launches Its First Fund
An institutional leveraged credit asset manager is offering its own mutual fund for the first time...
MutualFundWire.com - Thursday, July 23, 2015 Views - Reader Rating: 4
Who's in Charge After the Hancock-NYL Deal?
After Hancock's New York Life deal, who stands where?..
401kWire.com - Thursday, July 23, 2015 - Reader Rating: 3.5
515 Fiduciary Reg Comments and Counting
Fundsters and a host of others all make their voices heard regarding the DoL's proposals...
MutualFundWire.com - Thursday, July 23, 2015 Views
Former Ascensus Employee Rejoins in a SVP role
Ascensus has appointed a new senior vice preside of service delivery...
401kWire.com - Thursday, July 23, 2015 - Reader Rating: 4
The DoL Sues a Plan Sponsor Over Contributions
Perez sics his legal team on a sponsor.....
401kWire.com - Thursday, July 23, 2015 - Reader Rating: 5
Cerulli's Goal is to Shift Retirees Focus
Are plan participant's retirement focus misguided?..
401kWire.com - Thursday, July 23, 2015
A Senior Plan Advisor Joins a GA Shop
A senior plan advisor located in Georgia recently joined a new practice. ..
401kWire.com - Thursday, July 23, 2015
Something Is Rotten In the State of Robo-Advisor Valuations
Many reporters and financial services insiders alike are entranced by the latest robo-advisor craze. How much are these startups really worth?..
MutualFundWire.com - Thursday, July 23, 2015 Views - Reader Rating: 2
401ks vs. HSAs: How Do Sponsors Approach the Savings Debate?
The rise of consumer-directed health plans leaves sponsors with an interesting dilemma: should participants be directing contributions to their 401k or their health plan? A few large and mega sponsors offer their philosophies. ..
401kWire.com - Wednesday, July 23, 2014 - Reader Rating: 5
For Its Select List, Ray Jay Wants Three Things
Researchers focus on a fund firm's investment team when searching for candidates for the B-D's Highly Recommended list...
MutualFundWire.com - Wednesday, July 23, 2014 Views - Reader Rating: 5
Mike West Invites More Managers to His Back Porch
The Knoxville, Tennessee-based fund adopter, after launching a fund helmed by AJO, is hungry for additional sub-advisors...
MutualFundWire.com - Wednesday, July 23, 2014 Views
Two DC I-O Execs Join BMO
Alumni of Russell and Transamerica join the global asset manager's DC I-O team...
401kWire.com - Wednesday, July 23, 2014
Kalamarides Inducts a Stable Value Chief at Pru
Michael Davis' vacant seat at Pru has been filled by a stable value vet...
401kWire.com - Wednesday, July 23, 2014 - Reader Rating: 3
A Virginia KPA Shop Swaps B-Ds
A Virginia-based independent service provider switches broker dealers.....
401kWire.com - Wednesday, July 23, 2014
Sperling Advocates 401k Reform
The Grey Lady publishes his column on reforming 401(k)s...
401kWire.com - Wednesday, July 23, 2014
Pundits Pooh Pooh Pointless Complexity
You really want to stand out of the crowd, mutual fund columnists write, try to be right, instead of just being different...
MutualFundWire.com - Wednesday, July 23, 2014 Views
Despite Sponsors' Fears, Most Participants Want a Slight Nudge, Or More
A DC I-O surveys more than 1,600 participants to better understand their behavior, motivations and preferences...
401kWire.com - Wednesday, July 23, 2014
NFP Amps Up Its DC Plan Support For HNW Advisors
The brokerage's indie advisor arm launches a retirement center...
401kWire.com - Tuesday, July 23, 2013
Cetera Lures a BNY Honcho
Exec had served as president and chief executive of BNY distro arm Lockwood Advisors, and as president of Managed Investments...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Former Jennison CEO Named Legg Mason Chair
Appointee had also senior management roles at JP Morgan Fleming Asset Management, Goldman Sachs and served in the Reagan Administration...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Fee-Free Week? It Does Exist!
Sharebuilder is hosting a "fee-free" week. ..
401kWire.com - Tuesday, July 23, 2013
Rekenthaler Skewers Market Neutral Funds
John Rekenthaler has a strong dislike for market neutral funds and he spends an entire column explaining why. ..
MutualFundWire.com - Tuesday, July 23, 2013 Views
Alex Matturri Raises Specter of More Regulation
Alex Maturri, CEO of S&P Dow Jones Indices, mentioned the lack of transparency in ETFs and lack of rules around transparency, in a Bloomberg interview. ..
MutualFundWire.com - Tuesday, July 23, 2013 Views
Bob Doll Opines On Equities in INews
The equities guru Nuveen is counting on to sharpen their image has penned a piece in InvestmentNews, informing investors to look at overall revenues in earnings reports...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Trade Press Diaspora Continues
One mutual fund pub loses senior management, while another news outlet makes two key hires..
MutualFundWire.com - Tuesday, July 23, 2013 Views
Barrons: Choose Second-Most Volatile ETFs
Even for the risk-averse, low volatility ETFs don't always protect you from risk...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Callahan Says Goodbye to a Top Transamerica Vet
The move comes after Aegon unified its Transamerica and Diversified retirement units under the Transamerica brand...
401kWire.com - Tuesday, July 23, 2013 - Reader Rating: 3.5
BlackRock and Pimco Part Ways on Europe
There has been a selloff in European bond markets but one BlackRock executive is convinced the reaction was overblown. ..
MutualFundWire.com - Tuesday, July 23, 2013 Views
Direxion's Board has Approved Changes to Funds
The board of trustees of Direxion Shares ETF Trust has approved share splits of the issued and outstanding shares of the Direxion Daily Gold Miners Bear 3X Shares and the Direxion Daily Healthcare Bull 3X Shares. [SEC Filing]...
MutualFundWire.com - Tuesday, July 23, 2013 Views
New PM Joins an Invesco Fund
Invesco [profile] has amended the PMs for the Summit Fund. Ido Cohen has served as PM for the fund since 2013 and Erik Voss has served as PM for the fund since 2012. [SEC Filing]. ..
MutualFundWire.com - Tuesday, July 23, 2013 Views
An Artisan Fund Updates Investment Strategies
Effective immediately, Artisan [profile] has amended the principal investment strategies for the Artisan International Value Fund. [SEC Filing]...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Direxion's Board has Approved A Reverse Split
The board of trustees of Direxion Shares ETF Trust has approved a reverse split of the issued and outstanding shares of the Direxion Daily Developed Markets Bear 3X Shares, Direxion Daily Gold Miners Bull 3X Shares, Direxion Daily India Bull 3X Shares, Direxion Daily Natural Gas Related Bear 3X Shares, Direxion Daily Real Estate Bear 3X Shares, Direxion Daily S&P 500 Bear 3X Shares and the Direxion Daily Semiconductor Bear 3X Shares. [SEC Filing]. ..
MutualFundWire.com - Tuesday, July 23, 2013 Views
New PM Joins Goldman Sachs Fund
Goldman Sachs [profile] has amended the PMs for the Goldman Sachs Growth Opportunities Fund. Craig Glassner has joined the PM team for the fund. [SEC Filing]...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Tyrie Takes the Reins at Reorganized BofA Merrill
As BofA Merrill Lynch combines their institutional retirement and personal wealth divisions, David Tyrie will take the lead...
401kWire.com - Tuesday, July 23, 2013 - Reader Rating: 4.5
September Memorial Planned for Herb Allison
The former Merrill Lynch president ran Fannie Mae and TARP during the crisis. He also helped TIAA-CREF adopt more of a retail focus...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Here are Today's Major ETF Stories
The financial media is writing a lot about ETFs lately, especially the BlackRock comment that ETFs are the "true market."..
MutualFundWire.com - Tuesday, July 23, 2013 Views
SEC Warns Money Fund PMs of Tri Party Repos
Reurters reports that the SEC issues a new guidance on money funds and repos...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Legg Bolsters Lagging Fixed Income Group With New Hire
Legg Mason is trying to get a leg up on the competition...
MutualFundWire.com - Tuesday, July 23, 2013 Views
Stork and Reaper for July 23, 2012
The MFWire's daily report on mutual fund births, deaths, and changes...
MutualFundWire.com - Monday, July 23, 2012 Views
First Trust Kicks Off Trading Day
First Trust celebrates the launch of its first actively managed ETF...
MutualFundWire.com - Monday, July 23, 2012 Views
Jake Rie Joins TIAA-CREF
The former AllianceBernstein director has found new digs..
401kWire.com - Monday, July 23, 2012 - Reader Rating: 1
Media-Investment Company's $150MM Plan Switched to Mercer
GroupM worldwide switched recordkeeper on the plan covering its U.S. employees..
401kWire.com - Monday, July 23, 2012
MassMutual Adds a Florida Director
New hire will also cover Puerto Rico..
401kWire.com - Monday, July 23, 2012 - Reader Rating: 3.5
John Hancock Funds Emphasizes the Value of Retirement Plan Advisors
A new program from the fund firm shows sponsors that retirement plan advisors bring the bang for the buck..
401kWire.com - Monday, July 23, 2012
Vanguard ETF Report Critical of Back-Tested Data
Fund firm's research shows that ETFs that provide "back-tested" benchmarking data attract more assets but don't perform any better..
MutualFundWire.com - Monday, July 23, 2012 Views
A $1.8B Stable Value Fund Catches the DoL's Eye
A wire service reports that the regulatory agency may have begun to formally examine a product that already faces legal action from a participant...
401kWire.com - Monday, July 23, 2012 - Reader Rating: 3
Barron's Cries Foul on Back-Tested ETF Performance Data
But ETFs with back-tested data outsell those without, new research shows..
MutualFundWire.com - Monday, July 23, 2012 Views
Pimco PM Finds Perks in Being a Vulture
Pimco PM Dan Ivascyn explains how "toxic" mortgage-backed securities nourished his fund's returns..
MutualFundWire.com - Monday, July 23, 2012 Views
ING Votes Against Sudan-Related Holdings
ING takes a neutral stance...
MutualFundWire.com - Monday, July 23, 2012 Views
Jaffe: Investors Are Smarter Than We Think
Research shows that investors are not as reckless as perceived...
MutualFundWire.com - Monday, July 23, 2012 Views
Fink Gets Tough on PMs
BlackRock chief expects managers to step up following Doll's retirement...
MutualFundWire.com - Monday, July 23, 2012 Views
Pioneer Expands in Asia
Pioneer Investments is looking to hire new blood...
MutualFundWire.com - Monday, July 23, 2012 Views
NY Life Appoints A New VP
New York Life Retirement Plan Services expands their West Coast presence. ..
401kWire.com - Monday, July 23, 2012 - Reader Rating: 1
Charlie R Talks to Chuck
The former Plan Sponsor publisher deepens his ties with Charles Schwab...
401kWire.com - Friday, July 23, 2010 - Reader Rating: 1
Vanguard's Participation Rate Declines in '09
Vanguard's plan paticipation rate dropped last year. ..
401kWire.com - Friday, July 23, 2010
Manning & Napier's DC I-O Point Man Moves On
The exec takes a new gig this month...
401kWire.com - Friday, July 23, 2010 - Reader Rating: 3
RiverSource Tweaks its Retirement Approach
Ameriprise drops some retirement-plan focused share classes from 36 funds...
401kWire.com - Friday, July 23, 2010
Schwab Preps Three Bond ETFs
The brokerage firm turned ETF advisor is expanding its family with a series of Treasury tracking funds...
MutualFundWire.com - Friday, July 23, 2010 Views
Invesco Ticks Off Select Sector SPDR Trust
The Select Sector SPDR Trust slapped suit against Invesco on Friday, accusing the firm of trademark infringement...
MutualFundWire.com - Friday, July 23, 2010 Views
Target Dates Account for Nearly a Third of T. Rowe's Inflows
The Baltimore-based firm unveils its Q2 2010 numbers...
401kWire.com - Friday, July 23, 2010
T. Rowe's Team Expands
The Baltimore-based mutual fund firm unveils its Q2 2010 earnings...
MutualFundWire.com - Friday, July 23, 2010 Views
EM Bond Funds are Bringing Sexy Back
EM bond funds should be long-term plays, not short-term bets, says Morningstar's Kevin McDevitt...
MutualFundWire.com - Friday, July 23, 2010 Views
Federated's Earnings Fall 10.5 Percent in Q2
The Pittsburgh-based asset manager sees a 10.5 percent drop in profits and a 25 percent decline in revenue...
MutualFundWire.com - Friday, July 23, 2010 Views
McCarthy's MSSB Retirement Team Takes Shape
The top retirement exec at the new mega-wirehouse names his direct reports and evaluates the direction of the unit...
401kWire.com - Thursday, July 23, 2009 - Reader Rating: 4
Thomasson Hires a Sales Chief for DailyAccess
The Alabama-based provider adds a new exec...
401kWire.com - Thursday, July 23, 2009 - Reader Rating: 5
Neuberger Berman Buys a Piece of Lehman
The New York City-based fund firm is buying a trust company...
MutualFundWire.com - Thursday, July 23, 2009 Views
Old Mutual Plans to Cut Sales Staff and Shrink its Fund Lineup
The firm unveiled a two-pronged strategy on Thursday...
MutualFundWire.com - Thursday, July 23, 2009 Views - Reader Rating: 1
Advisers Expect to Cut Back Their Clients' Mutual Fund Holdings
A recent poll predicts increased ETF market share at the expense of mutual fund assets...
MutualFundWire.com - Thursday, July 23, 2009 Views - Reader Rating: 4
Neuberger Co-Founder Turns 106
Roy Neuberger, who co-founded the asset management firm in 1939, celebrated his 106th birthday on Tuesday...
MutualFundWire.com - Thursday, July 23, 2009 Views - Reader Rating: 5
McCarthy Leaves ING
UPDATED| Sandy McCarthy is leaving ING to take the top job at a Massachusetts-based recordkeeper...
401kWire.com - Thursday, July 23, 2009 - Reader Rating: 1.3
DC Participant Count Dips at DST
The outsourced recordkeeper claims 3.4 million participants on its systems...
401kWire.com - Thursday, July 23, 2009
A Green Century Fund Reveals its Carbon Footprint
A new marketing scheme may be on the horizon for SRI funds..
MutualFundWire.com - Thursday, July 23, 2009 Views - Reader Rating: 5
Cohen & Steers Posts a Q2 Loss
The New York City-based REIT mutual fund specialist swung to a loss during the second quarter...
MutualFundWire.com - Thursday, July 23, 2009 Views - Reader Rating: 5
Keeley Sees Green
A private equity firm has made a minority investment in the Chicago asset manager. ..
MutualFundWire.com - Wednesday, July 23, 2008 Views
AIG Retirement Woos the Independents
AIG Retirement Services is stepping up its efforts to broaden distribution among independent advisors...
401kWire.com - Wednesday, July 23, 2008 - Reader Rating: 1
Fink Still Wins, Even if Thain Loses
The two companies have updated their stockholder agreement...
MutualFundWire.com - Wednesday, July 23, 2008 Views - Reader Rating: 5
A Texas Bank Unveils Multi Employer Plan Product
The bank charges an annual recordkeeping expense of $250...
401kWire.com - Wednesday, July 23, 2008
AMG Makes a Double Play
The roll-up firm has made two purchases in the asset management space...
MutualFundWire.com - Wednesday, July 23, 2008 Views - Reader Rating: 4
An ETF Giant Preps Target Funds
The biggest ETF player is preparing to launch target-date and target-risk funds...
401kWire.com - Wednesday, July 23, 2008 - Reader Rating: 3
Fidelity Hires a JPMorgan Vet for its RIA Biz
Fidelity has tapped a 12-year JPMorgan vet to head up relationship management at its independent advisor business...
MutualFundWire.com - Wednesday, July 23, 2008
Mall Manager Taps Plan Advisor, Switches Providers
A Midwestern sponsor moves its DC plan, with a little help from some local experts...
401kWire.com - Wednesday, July 23, 2008
Victory Looks to Spread the Word on Collective Funds
The Ohio-based asset manager wants advisors, providers and sponsors to better understand a DC alternative to mutual funds...
401kWire.com - Wednesday, July 23, 2008 - Reader Rating: 3
Fetting Says Legg to Pursue Deals and New Channels
Legg Mason's recently installed CEO told shareholders the company hopes to use cash it raised this year to "play defense and offense." ..
MutualFundWire.com - Wednesday, July 23, 2008 Views
NatCity Set to Shop its Funds Arm
The bank, hit hard by the credit crunch, has taken the first step towards a possible sale of its Allegiant Funds arm...
MutualFundWire.com - Wednesday, July 23, 2008 Views
DoL Proposes Fee Disclosure Regs for 401k Participants
Plan fiduciaries are required to provide investment-related information in a comparative chart or similar format...
MutualFundWire.com - Wednesday, July 23, 2008 Views
The Hartford To Plunk Down $115 Million In Settlement
The Connecticut-based firm has agreed to shell out a total of $115 million to settle allegations brought by attorneys general of three states...
MutualFundWire.com - Monday, July 23, 2007 Views
Sentinel Rebrands, Pulls the Plug on Green Mountain Boy
The Montpelier, Vermont based asset manager has changed its name and logo...
MutualFundWire.com - Monday, July 23, 2007 Views - Reader Rating: 3.14
Transamerica Boosts Fund Sales Team
The asset manager has added three divisional vice presidents...
MutualFundWire.com - Monday, July 23, 2007 Views - Reader Rating: 3
BofA Names Execs in Private Wealth Management
Following the close of th U.S. Trust acquisition, Bank of America has named the executives that will lead the investments, specialized client solutions group, wealth structuring, and credit & banking delivery teams...
MutualFundWire.com - Monday, July 23, 2007 - Reader Rating: 3
Touchstone Hires Wholesaler
The new hire at the Cincinnati-based asset manager will focus on the New York area...
MutualFundWire.com - Monday, July 23, 2007 Views
Schwab to Launch California AMT Tax-Free Fund
The San Francisco-headquartered firm is set to launch a new fund...
MutualFundWire.com - Monday, July 23, 2007 Views
Spark Institute: Keep Fee Info Short and Simple
The organization cautioned that an over-emphasis on fees could result in poor investment decisions, lower employee participation and contributions...
401kWire.com - Monday, July 23, 2007
Lincoln's Corporate Planning Head Retires
The exec overseeing M&A and branding at the Philadelphia company is retiring...
401kWire.com - Monday, July 23, 2007
Report: DoL Refuses to Budge on Stable Value Stance
The labor department has reportedly refused to give in to the urging of the insurance industry to make stable value funds a part of the list of qualified default options for 401ks...
401kWire.com - Monday, July 23, 2007 - Reader Rating: 3
Janney Completes TradeWeb Deployment
Thomson TradeWeb announced that Janney Montgomery Scott LLC has completed the deployment of the TradeWeb Retail platform to most of its 900 reps in 100 branch offices nationwide...
MutualFundWire.com - Monday, July 23, 2007 - Reader Rating: 3.17
Claymore ETF Unit Hits Milestone
The ETF division of Claymore Securities has reached the $1 billion in assets under management...
MutualFundWire.com - Monday, July 23, 2007 Views - Reader Rating: 2.75
Pershing Adds Neovest to Tech Solutions
Pershing LLC has added Neovest, Inc. to its suite of open architecture trading technology solutions...
MutualFundWire.com - Monday, July 23, 2007 - Reader Rating: 3.17
Alpine Woods Investments Co-Founder Gives Back
Steve Lieber is giving back through his involvement in a non-profit organization that benefits mentally ill people...
MutualFundWire.com - Monday, July 23, 2007 Views
Fund Firms Seen To Chalk Up Rise in Q2 Profits
The second quarter brought an increase in profits to fund firms, according to analyst estimates...
MutualFundWire.com - Monday, July 23, 2007 Views
Gov Issues New Guidance on HSAs
A 30-page document clarifies health savings accounts...
401kWire.com - Friday, July 23, 2004
Pru Managed Account Pro Finds New Home
A senior vice president joins Citigroup Asset Management as a managing director...
MutualFundWire.com - Friday, July 23, 2004 Views
Brookman Leaves NYLIM
After a long career at New York Life, the retirement exec takes up residence at Citigroup...
401kWire.com - Friday, July 23, 2004
BlackRock Earnings Do Not Disappoint
The bond manager beats earnings estimates by two cents. ..
MutualFundWire.com - Friday, July 23, 2004 Views
Pru Unit Elects Chair for Audit Committee
Daniel Kearney was elected to the board of Prudential bank unit...
401kWire.com - Friday, July 23, 2004
Two 401k-Makers Win Nod From Advisor Group
The pact gives a recordkeeper and bundled provider access to another hundred RIAs...
401kWire.com - Friday, July 23, 2004
SEC IDs Those Behind 9/11 Trades
Did the investments of a hedge fund manager and newsletter readers cause undue alarm?..
MutualFundWire.com - Friday, July 23, 2004 Views
SEC IDs Those Behind 9/11 Trades
Did the investments of a hedge fund manager and newsletter readers cause undue alarm?..
401kWire.com - Friday, July 23, 2004 - Reader Rating: 2
Searches Reported This Week
Pearson picks J.P. Morgan; Playboy drops INVESCO; decisions on investment consultants come in...
401kWire.com - Friday, July 23, 2004
NYLIM Recruits Three Regional Wholesalers
Pacific Northwest, Ohio and Mid-Atlantic states get new VPs from Victory, Pioneer and BlackRock...
MutualFundWire.com - Friday, July 23, 2004 Views
Schwab Denies Biz is for Sale
Schwab memo: There are no sacred cows. Chuck: Company and U.S. Trust unit are not for sale...
401kWire.com - Friday, July 23, 2004
Schwab Denies Biz is for Sale
Schwab memo: There are no sacred cows. Chuck: Company and U.S. Trust unit are not for sale...
MutualFundWire.com - Friday, July 23, 2004 Views
Janus Bares All in Earnings Call
Execs lay out their game plan as the fund firm looks to fill a slew of jobs, introduce new products, refocus distribution and launch a branding campaign...
MutualFundWire.com - Friday, July 23, 2004 Views
AMG Says Profits Dipped
The asset management holding company says its bottom line slipped 3 percent in Q2...
MutualFundWire.com - Wednesday, July 23, 2003 Views
North Track President Resigns
An ex-Nomura marketer has taken over the fund effort at North Track...
MutualFundWire.com - Wednesday, July 23, 2003 Views
Schwab Reports Uptick in 401k
The spigots are reopening for the bundled plan provider...
401kWire.com - Wednesday, July 23, 2003 - Reader Rating: 3
Sales Drop at Key After 401k Unit Sale
Key Corp. says the sale of its 401k unit to Principal took a $14 million bite out of Q2 sales...
401kWire.com - Wednesday, July 23, 2003
Georgia Sponsor Mixes Up a New Plan
The mandate goes to a pair of providers working together...
401kWire.com - Wednesday, July 23, 2003 - Reader Rating: 3
SunTrust Taps Key Corp Vet
The bank veteran will manage the Retirement Services Division of SunTrust...
401kWire.com - Wednesday, July 23, 2003
No Quick Fixes to Breakpoint Mess
The task force recommends more education and disclosure along with some database tweaks...
MutualFundWire.com - Wednesday, July 23, 2003 Views
Lawmakers Plan to Limit Agency Holdings by Funds
Rep. Chris Shays is preparing a bill to limit the amount of Fannie Mae and Freddie Mac debt in government bond funds...
MutualFundWire.com - Wednesday, July 23, 2003 Views
Banc One Partners
The bank is cobranding a new small plan product. The group annuity plan will offer outside funds...
401kWire.com - Tuesday, July 23, 2002
T. Rowe Misses Mark
The fund firm falls two cents shy of estimates. Stock falls more than 10 percent...
MutualFundWire.com - Tuesday, July 23, 2002 Views
Sponsor Lets Go Fidelity & Merrill Lynch
Practicing beforehand led to a smooth change of providers in just a weekend says the sponsor...
401kWire.com - Tuesday, July 23, 2002
Wholesaling on the Atlantic Coast
A major firm taps a new senior member for its sales team for the Mid-Atlantic region...
MutualFundWire.com - Tuesday, July 23, 2002
Transamerica Offers Free Checkups
The bundled provider is offering no-cost retirement assessments. Upgrades Web site also...
401kWire.com - Tuesday, July 23, 2002
Subadviser Shuffle
A Florida asset manager names a new subadviser to one of its funds. Other changes are on tap as well...
MutualFundWire.com - Tuesday, July 23, 2002 Views
Another Day, Another Class Action
This time the defendant is CMS Energy. The plaintiff counsel is a familiar one. ..
401kWire.com - Tuesday, July 23, 2002
Scudder Exec Decamps
He lands in Atlanta...
401kWire.com - Tuesday, July 23, 2002
ETFs from the Crew
Vanguard makes an application to the SEC...
MutualFundWire.com - Tuesday, July 23, 2002 Views
Williams of Wachovia
The executive gets a promotion...
MutualFundWire.com - Tuesday, July 23, 2002 Views
Placemark Adds to Services
The firm is launching a new platform for the multi-manager arena...
MutualFundWire.com - Tuesday, July 23, 2002
Schwab Builds on Advice System
A new product from the California Colossus on its equity ratings system...
MutualFundWire.com - Tuesday, July 23, 2002 Views
ICI Takes a Stand
The industry group weighs in on advice...
MutualFundWire.com - Tuesday, July 23, 2002 Views - Reader Rating: 2.33
MassMutual and Morningstar
The two firms have entered into an advice alliance...
401kWire.com - Monday, July 23, 2001 - Reader Rating: 3
S&P Select List Grows More Elite
Teh McGraw-Hill unit is deemphasizing an exhaustive list of top funds in favor of model fund portfolios for advisors...
MutualFundWire.com - Monday, July 23, 2001 Views - Reader Rating: 3
Fido Is Top Dog
Bear Stearns Readies Second S&P Star Fund ... American Century Promotes International Manager ... Fidelity Garners P&I Honors ... CNA Adds SDBA 401k ... Deutsche Invents New Passive Strategy. ..
MutualFundWire.com - Monday, July 23, 2001 - Reader Rating: 3
Fido Top Dog
Bear Stearns Readies Second S&P Star Fund ... American Century Promotes International Manager ... Fidelity Garners P&I Honors ... CNA Adds SDBA 401k ... Deutsche Invents New Passive Strategy. ..
401kWire.com - Monday, July 23, 2001 - Reader Rating: 3
Powers Takes Old Mutual US Helm
The former Mellon Institutional executive will take over the former-UAM business. ..
MutualFundWire.com - Monday, July 23, 2001 - Reader Rating: 3
Arrests in Indian Fund Scandal
The black eye for the fund industry in India worsens as four executives land in jail. ..
MutualFundWire.com - Monday, July 23, 2001 - Reader Rating: 3
Laser Beam on Basis Points
Now The New York Times looks at what participants are paying for...
401kWire.com - Monday, July 23, 2001 - Reader Rating: 3
TPA See Opps in Pension Reform
ASPA will respond to third-party administrator excitement over the possibilities created by pension reform...
401kWire.com - Monday, July 23, 2001 - Reader Rating: 3
Week of July 23, 1999
RFP Roundup

The 401kWire.com takes its Friday look at the week in searches...
401kWire.com - Friday, July 23, 1999 - Reader Rating: 3
Week in Searches
he 401kWire.com takes its Friday look at the week in searches...
401kWire.com - Friday, July 23, 1999 - Reader Rating: 3
TIAA-CREF Joins Schwab Marketplace
The not-for-profit organization's offerings, originally just for college and university faculty pensions, are now seek broader distribution with Schwab's transaction-fee supermarket...
MutualFundWire.com - Friday, July 23, 1999 - Reader Rating: 3
Hartford Life Offers SRI
Socially conscious funds increase in availability as the Connecticut provider includes them in its offerings...
401kWire.com - Friday, July 23, 1999 - Reader Rating: 3
Thompson Flies Into New Ariel Position
Ariel Capital has a new director of institutional marketing...
MutualFundWire.com - Friday, July 23, 1999 - Reader Rating: 3
Odd Lots, July 23, 1999
Morningstar announces the comeback kids ... Managers seer clear of Daimler and Ericsson ... The black community targeted by managers ... Mutual ties strengthened in acquisition...
MutualFundWire.com - Friday, July 23, 1999 - Reader Rating: 3
Technology Shows Its Power When Applied to a 401(k) Directory
The CD-ROM version of the 401k Provider Directory brings some order back to the stressful experience of picking a provider...
401kWire.com - Friday, July 23, 1999 - Reader Rating: 3
Reuters Buys Lipper
There's a new kid in town for fund information and analysis. Reuters (Nasdaq: RTRSY), the London, UK-based financial news service, has acquired Lipper Analytical Services. Reuters intends to use the Lipper brand name to build a separate unit within the company that will act as a fund information business...
401kWire.com - Thursday, July 23, 1998 - Reader Rating: 3
Rucci Leaves Fido
Here's one for the "here today, gone tomorrow" ledger. On March 20, the 401kWire reported in Rucci Joins Fidelity that Anthony Rucci joined Fidelity Investments as executive vice president for human resources from Sears, Roebuck and Co. where he had served as executive vice president of administration. Now, after little more three months at the post, Rucci has resigned his new post...
401kWire.com - Thursday, July 23, 1998 - Reader Rating: 3
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