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News Stories Archives - Since 1998
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With a Quad Launch, a $180B-AUM AM Enters the CIT Biz
The folks at a Canadian asset manager teamed up to roll out their first four U.S. collective investment trusts, geared towards DC and DB plans...
401kWire.com -
Tuesday, February 3, 2026
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In October, an Early PEP Reached the End of Its Course
The now-shuttered pooled employer plan first launched on May 25, 2021...
401kWire.com -
Tuesday, February 3, 2026
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$125MM In 17 Months
The folks at a Pacific Northwest fund firm celebrate the growth of their first ETF...
MutualFundWire.com -
Tuesday, February 3, 2026
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LaValle Targets Bitcoin Miners
Grayscale's ETF chief unveils another index fund from the digital-assets-focused shop...
MutualFundWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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An Ex-OneAmerica and Pru Leader Resurfaces, Focusing On DB
The new hire will join an insurer's institutional division...
401kWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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Phillips Hires a 9-Year CBIZ Vet
The new ERISA Consultants executive is based in Southern California...
401kWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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Voya and LeafHouse Will Power a May Launch
Updated | A Silicon Valley TPA teams up with a pair of allies for a new offering...
401kWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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Week In Preview February 3 - 9
This week, the teams at ASPPA, Broadridge, Equitable, Lincoln, PlanSponsor, Principal, Spark, Voya, and WAIVZ are hosting events...
401kWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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Week In Preview February 3 - 9
This week, the teams at AB, AMG, Artisan, ICI, IMEA, MFDF, MMI, Nicsa, and Prudential will host events...
MutualFundWire.com -
Monday, February 3, 2025
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Reader Rating: 1
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In the Midwest, an Ameritas Alum Joins USICG
The sales executive is based in Minnesota...
401kWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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A 33-Year Principal Vet Hands Off In Charlotte
A 15-year Wells Fargo veteran is stepping up in the departing exec's stead...
401kWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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A 16-Year DAC Vet Rises At Ascensus
The executive now serves as pooled plan specialist at the retirement plan provider...
401kWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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Cole Rises At a $641MM-AUM Startup, And ...
Watch for the Midwestern firm to launch a new product suite this spring...
MutualFundWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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Equity Funds Are the Sole, $637MM Bright Spot
The Refinitiv Lipper folks reveal the latest weekly U.S. flows data...
MutualFundWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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On MassMutual's DC I-O Team, an Ex-FA Rises
The industry veteran now serves as a regional managing director...
401kWire.com -
Friday, February 3, 2023
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Reader Rating: 1
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New Allies Power an ESG ETF-of-ETFs
The launch comes half a year after one firm bought a 45-percent stake in the other...
MutualFundWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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NAPA and NTSA Will Team Up In October
Folks with a pair of trade group siblings are launching a new conference...
401kWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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A 22-Year T. Rowe Vet Joins MissionSquare
The executive will focus on marketing at the recordkeeper...
401kWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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Schaaf Prepares to Pass the Reins
Principal's retirement chief will soon retire, and another executive will take over a business that serves more than 40,000 employers and 10 million individuals, including retirement plan participants...
401kWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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Amid Leadership Changes, a $432B-AUM Firm Frees a Subsidiary
Both firms are making changes at the top. The spinoff deal, meanwhile, is expected to close by the end of next quarter...
MutualFundWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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With a New Hire, Smart Steps Up As a Fiduciary
The executive will spearhead that effort as the provider builds out one partnership and preps more...
401kWire.com -
Thursday, February 3, 2022
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Reader Rating: 1
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A $25.9B-AUM UK Firm Hires In California
The exec previously worked with Royce, Pimco, Wamco, and Wilshire...
MutualFundWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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In New England, a $400MM Plan Sponsor Picks AIG
A health care system is going with a single provider for its 403(b) and 457(b) plans...
401kWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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Definiti Buys an OH TPA
The acquiree was launched nearly 25 years ago...
401kWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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Pru Teams Up On a Managed Account Engine
They're pitching the offering as "a next-generation digital managed advice platform."..
401kWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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A Franklin Boutique Lifts Out a $2.7B-AUM Team
The deal includes a pair of PMs, a research associate, and a pair of mutual funds...
MutualFundWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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Near Philly, a KPA Vet Joins a 401k RIA
The shop is an RPAG affiliate and focuses on plans with under $100 million in assets...
401kWire.com -
Wednesday, February 3, 2021
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Reader Rating: 1
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100,000-Plus FAs, 500-Plus AMs, 15 Employees
A giant TAMP has a new ally to fundsters and other asset managers. Who will fill her old shoes?..
MutualFundWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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After IRA Rollovers, a 401k Robo Plans More
The firm now has $4.3 billion in AUM for about 25,000 investors and a staff of 17 people...
401kWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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MassMutual Takes On Student Loan Refinancing
The bundled provider is bringing an existing partnership to its retirement plan and voluntary benefits businesses...
401kWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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M* Buys a Stable Value Watcher
The data will be accessible with Morningstar Direct and more...
401kWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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Week In Preview, February 3-9
This week the teams at Charles Schwab, Expect Miracles, Federated Hermes, and FIASI are hosting events, and several fund firms (and parents of fund firms) are scheduled to release earnings reports...
MutualFundWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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Week In Preview, February 3-9
This week the teams at Charles Schwab and FIS are hosting events, and two recordkeepers' parents are scheduled to release earnings reports...
401kWire.com -
Monday, February 3, 2020
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Reader Rating: 1
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A Fidelity Platform Exec Heads to Voya
The vice president of Fidelity FundsNetwork has left for Voya...
MutualFundWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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The Fiduciary Reg is Dead... For Now
Trump has signed an executive order delaying the implementation of the fiduciary reg...
MutualFundWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Capitol Hill Responds to Trump's DoL Rule Delay
President Donald Trump signed an executive order delaying the Department of Labor fiduciary rule for 180 days, and Congress weighed in, mostly along partisan lines. ..
401kWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Filings for Fundsters - February 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Trump Delays the DoL Fiduciary Rule
President Donald Trump takes a stand against the fiduciary rule. ..
401kWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Industry Reactions to DoL Fiduciary Rule Delay Are Mixed
President Trump today halted implementation of the Department of Labor fiduciary rule for 180 days with an executive order. ..
401kWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Today Could be Doomsday for the DoL's Fiduciary Rule
President Donald Trump is expected to issue an executive order on key financial regulations, including a delay to the DoL fiduciary rule. ..
401kWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Fiduciary Reg-Less?
U.S. President Donald Trump is reportedly poised to tell the DoL to hold and reevaluate the controversial DoL rule...
MutualFundWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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Securian Retirement Plans Earn Two Honors
The firm's retirement plans division receives top marks from industry watchdogs. ..
401kWire.com -
Friday, February 3, 2017
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Reader Rating: 1
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TIAA-CREF Wins a $63MM 403(b) University Plan
A university based in Stevenson, Maryland has chosen TIAA-CREF to recordkeep its 403(b) plan...
401kWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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The City and County of San Francisco Seeks a 457 Consultant
The San Francisco Employees Retirement System seeks ..
401kWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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Lockton Welcomes a Kansas City-based KPA
With a sales-focused background, a KPA sets his sights on innovative products...
401kWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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Nally Helps 1,700 Advisors LINC Up In Orlando
The TD Ameritrade Institutional team kicks off their 20th annual national RIA conference today...
MutualFundWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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Abby Johnson, Larry Fink, and Tim Armour All Walk Into a Bank ...
The chiefs of the world's biggest mutual fund shops are working together to fight a common enemy: short-termism. Meanwhile, Fink writes to the S&P 500 chiefs yet again, for the same pro long-term-investing cause...
MutualFundWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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A PM Leaves a $4.4B T. Rowe Fund
The 30-year-old, bronze-rated mutual fund will be PMed by a T. Rowe veteran. Meanwhile, the exiting PM is staying with T. Rowe, too...
MutualFundWire.com -
Wednesday, February 3, 2016
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Reader Rating: 1
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Wanted: More RKing and Tools Partners For Pershing
The BNY Mellon B-D and RIA clearing and support arm's 401k offering is here. What's next?..
401kWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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A Nevada University Searches For a DC Consultant
Responses to the RFP are due by February 26...
401kWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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Just How Problematic Is 401k Leakage?
The Center for Retirement Research at Boston College digs into the effects of loans, hardship withdrawals and cash outs...
401kWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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Obama Wants More Enforcement Dollars
Yesterday the U.S. President proposed a budget for fiscal 2016, with more money for the SEC, DoL and Treasury, as well as proposals that could impact large asset managers and retirement plan players...
MutualFundWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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Fidelity Bets On an Online, Advisor-Support Specialist
The Boston Behemoth doesn't do acquisitions often. This time the target is backed by an insurer...
MutualFundWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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Ric Edelman Appoints a New COO
...at his Virginia RIA...
401kWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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Tackle Cyber Security, and Do It Quietly
Banks and retailers aren't the only ones in hackers' sights. Fundsters are increasingly interested in protecting themselves and their clients, without making their firms targets...
MutualFundWire.com -
Tuesday, February 3, 2015
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Reader Rating: 1
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This Alts Fund Pays for its Hedging
Larkin Point markets a two-month-old product that pays for much of its hedging costs via the systematic, and continuous, sales of options...
MutualFundWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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M* Lures a Mutual Fund Reporter
The mutual fund ratings giant hires someone from the trade press...
MutualFundWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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A Trustodian Adds a 316 Service
A new affiliate of a recordkeeper can now handle outsourced administration of plans...
401kWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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Hancock Lowers Its R6 Fees
John Hancock has reduced fees for many R6 shares, by an average 8 bps. ..
401kWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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FIA Hires, Expands to Maine
The $30 billion retirement plan RIA opened a new office. ..
401kWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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Meet the Man Who Devised '401k'
Richard Stanger was the primary author of the sub-section of U.S. tax code, and Bloomberg offers a profile. ..
401kWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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Post-IPO, ING's Mason Invests in the Jumbo Biz
The retirement services arm of the now-publicly-traded giant welcomed a big new hire...
401kWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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Some Wall Flowers Have No Perks
American Funds is an example of the difficulties fund firms face getting dates at advisor dances...
MutualFundWire.com -
Monday, February 3, 2014
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Reader Rating: 1
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BofA Merrill Scores 2011 on Par with 2010 for 401ks
But the plan provider says more sponsors used its advice product last year than in 2010...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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The WisdomTree Crowd Counts Down to an $81M Offering
A Big Apple mutual fund firm prices a secondary offering...
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Castle Rock Scores an Epic Deal
The Rochester-based RKer is integrating Castle Rock's retirement platform onto its core recordkeeping system...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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The British Consultants Are Coming to Concord
A retirement plan actuarial and consulting firm outside Boston merges with the U.S. arm of a similar outfit in the U.K...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Segal Buys Rogerscasey
The new entity is now known as Segal Rogerscasey...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Leuthold Hires a Wirehouse Alum to Reach B-Ds
The Minnesota tactical allocation mutual fund specialist brings a new managing director on board...
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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A Connecticut TPA Merges With a Local Ally
A 10-year partnership leads two firms to formally combine...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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B-D Gatekeepers' Influence Rises
A new Cerulli report highlights the importance of educating broker-dealers for asset managers...
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Ginger Brennan Switches Jobs
But she isn't wandering too far from the reservation...
401kWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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A Five-Star PM Departs Thornburg
Alexa Motoal is reportedly leaving the firm this year. ..
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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American Century and Baron Go Global
Both mutual fund firms launch global offerings. ..
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Friday, February 3, 2012
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Reader Rating: 1
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Van Eck Lines Up Seven New Fixed Income ETFs
New Market Vectors offerings are in the pipeline...
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Changes are Afoot at VantagePoint
The fund shop is cutting ties with some subadvisors as well as a PM...
MutualFundWire.com -
Friday, February 3, 2012
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Reader Rating: 1
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Pentegra Buys Another Recordkeeper
The White Plains-based plan provider seals a deal in the South...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Wells Fargo Makes an Advisor Connection
The plan provider has launched an online..
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Axa Rosenberg Entities Settle Securities Fraud Charges for $242 Million
The three entities settle SEC allegations that they concealed a significant error in the computer code of their quantitative investment model...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Top Advisor: Michael Goss
Fiduciary Investment Advisors..
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Top Advisor: Ellen Lander
Renaissance Benefit Advisors (NFP)..
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Top Advisor: Tony Franchimone
Retirement Benefits Group/The Founders Group (LPL Financial Retirement Partners)..
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Hartford's Retirement Biz Reports a Robust Q4
The Hartford is going into the New Year with some momentum...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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TD Ameritrade Settles with the SEC over Reserve YieldPlus Fund Sales
The brokerage firm will distribute $10 million to eligible customers who continue to hold the fund's shares...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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A 403b Pub Makes its Debut
The 403(b) magazine made its debut this week in Florida...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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ING's Fiduciary Program Expands to the Non-Profit Markets
The plan provider is looking to broaden its sponsor clients with its fiduciary program...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Transamerica Hires a Wholesaler from Nationwide
The new hire is responsible for the Southern region...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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MassMutual Retirement Makes its Debut on Facebook
The plan provider is looking to "friend" its participants...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Senate Ponders 'Encouraging Better Retirement Decisions'
A journalist, a consultant and two academics will testify this afternoon before a Congressional committee...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Morgan Stanley Smith Barney Powers Up Plan Benchmarking
The wirehouse teams up with with a benchmarking specialist for a new service...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Lincoln's DC Flows are Hurt by a Large Plan in Q4
The plan provider had a forgettable Q4...
401kWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Pimco Privately Wages an 'All-Out War' Against Meredith Whitney, Reports Gasparino
Fox Business' Charlie Gasparino reports on the battle Pimco is waging against analyst Meredith Whitney...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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How Much is BlackRock Paying Fink?
The largest asset manager in the world shells out stock to its founder...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Gross Says Financial Services 'is Not God's Work'
The star Pimco manager shares his monthly investment outlook...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Fidelity Tries to Motivate Investors with its New Program
The Boston Behemoth is making a concerted effort to reach out to investors with a new retirement income program...
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Bill Miller Returns to the Leaderboard
The mutual fund vet is off to a running start in the New Year..
MutualFundWire.com -
Thursday, February 3, 2011
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Reader Rating: 1
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Putnam, T. Rowe and Aberdeen Top a List of Best Fund Families
Putnam goes from almost-worst to first in the Lipper/Barron's fund families survey...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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At Schwab, Mutual Funds Talk to Cox (For Clearing)
Jim McCool reorgs Schwab Institutional...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Asset Managers Don't Accept Your Friend Requests
A new study from kasina looks at the use, or lack there of, of social media in the asset management industry...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Eric Levy Lands
The former Mercer DC business head starts a new post leading DC product at a provider...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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An Insurer Reorgs Retirement Under a Distribution Veteran
A DC provider puts its retirement businesses under one chief, one of its own top distribution executives...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Axa's Jumbo Plan DC Chief Jumps to a Top I-O Post
The former head of AXA's jumbo market business will lead institutional defined contribution investment-only at an asset manager...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Putnam Beats Out Merrill in an RFP
Let's all go the lobby, and get ourselves a plan -- Putnam wins a contract with a theater chain...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Lincoln Takes Advantage of a New 401k Style
The freshly-independent provider makes a DC move...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Goldman Allocates a New Offering to the ETF World.
The New York City investment bank launches its latest mutual fund...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Russell Converses About Retirement Innovation
The manager of managers and consulting firm hopes conversation on investment topics will lead to financial innovation...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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MassMutual Participants Get Educated
MassMutual is happy about its participant activity as participants pay more attention to savings...
401kWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Are Boston's Big Three Losing Power?
Boston's traditional top three fund companies have lost significant market share over the past decade...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Fidelity Simplifies Tradings Fees
The Journal picks up on Fidelity's initiative to cut online trading fees and offer new ETFs commission free..
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Alger Recruits a DWS Alum to Work With B-Ds
The New York-based mutual fund firm adds to its national accounts team...
MutualFundWire.com -
Wednesday, February 3, 2010
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Reader Rating: 1
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Lord Abbett Names Leader of Domestic Equity PMs
The Jersey City fund firm drew from its own ranks to fill the newly created post...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Will Solis Be DoL Chief By Week's End?
Watch for a Senate committee to vote soon on the Labor Secretary nominee...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Great-West Taps Hancock and Principal Vets for its Sales Team
The two fill newly created sales posts at Great-West...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Fidelity Begins its Second Round of Cuts
It was not immediately clear how the cuts affect Fidelity's 401(k) unit...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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A Fido Exec Takes Over Putnam's DC Biz
Updated | Bob Reynolds and Jeff Carney open up about their DC strategy as another former executive at the Boston Behemoth follows Reynolds to a position at the asset manager now owned by Power Financial...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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PlanTools Finds a New Home
Updated | Another DC tools specialist buys the McHenry subsidiary...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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The Ax Falls at Fido
The second round of a two-part headcount reduction begins today...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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UPS Halts its Match Delivery
The Atlanta-based shipping firm has joined the list of plan sponsors suspending their match amid hard times...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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PNC Financial Plans to Cut 5,800 Jobs
The Pittsburgh firm plans to slash 5,800 jobs after its acquisition of Allegiant Asset Management parent National City Bank...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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New Online Interactive Participant Education Caters to Advisors
A Southern California firm launches the next generation of its video-based program, this time focusing on non-TPA intermediaries...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Missouri Regulators Slap a Fine on Chicken Little Fund Group Founder
Missouri regulators fined the owner of Chicken Little Fund Group for alleged securities fraud and other violations...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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And Then There Were Three ... Wirehouses?
The two banks reportedly hold merger talks regarding their broker-dealers...
401kWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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UBS and Wachovia Size Each Other's Wirehouses Up
UBS and Wachovia reportedly hold merger talks regarding their broker-dealers...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Value Hunters Carry a Longer Shopping List
The WSJ's Sam Mamudi chats with value-fund managers, whose investing options have grown sharply amid the fall in stock prices...
MutualFundWire.com -
Tuesday, February 3, 2009
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Reader Rating: 1
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Nationwide Finds Super Bowl to be a Good Bet
At $5 million a minute a Super Bowl advertisement does not come cheap. But that is not stopping Nationwide from taking the plunge again this year...
401kWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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CheckFree Adds State Street Vet to Board
A well-known name in the fund industry is taking a board seat with a well-known company in the separately managed account space. CheckFree said Friday that its shareholders elected C. Kim Goodwin as its newest director replacing Lewis Levin...
MutualFundWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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Combs Responds to House Dems
The EBSA head sends a letter to Reps. George Miller and Ed Markey detailing the status of the DoL's efforts on "pay-to-play" for consultants...
401kWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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T. Rowe Signs Riepe As Consultant
Jim Reipe may not need a new office for his retirement years. T. Rowe Price said this week that it has tapped its former vice chairman as consultant...
MutualFundWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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Boehner’s Win Leaves House Cupboards Bare
John Boehner's election as the House Majority Leader likely marks a changing of the guard in who writes the pension bills in the House...
401kWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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Armstrong To Freeze Pension Plan
The manufacturer joins the freeze bandwagon...
401kWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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Janus' InTech Deal Shows the Value of a Clean Name
Janus Capital Group has increased its holding in its Intech subsidiary raising a big question. Is InTech overpriced, or are Janus' shares marked down to far?..
MutualFundWire.com -
Friday, February 3, 2006
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Reader Rating: 1
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NorCal Fund Firm Goes Shopping
One firm looks to add assets through acquisitions.
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MutualFundWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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IXIS Launches Second Multi-Manager Fund
IXIS Asset Management Advisors has introduced another fund geared towards investors looking for "institutional-quality" funds. The money manager opened the IXIS Equity Diversified Portfolio, an advisor-sold fund, at the end of January following last year's launch of the CDC IXIS Moderate Diversified Portfolio...
MutualFundWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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ING Awards Subadvisor Three Fund Mandates
ING Funds is giving investors more value. The fund family has rolled out a line of value funds called ING Value Choice. The line is composed of three new funds and one existing fund. NWQ Investment Management, a Los Angeles-based money manager and affiliate of Nuveen Investments, will subadvise all four of the value funds...
MutualFundWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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TIAA-CREF Adds Branches
The education specialist targets college towns nationwide...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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AUL Chooses Outsourcing Partner
The plan provider outsources the production of its participant statements...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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Regulators Draw Battle Lines over Pension Reform
Public pension officials and state regulators are up in arms over Schwarzenegger's push for 401(k)-like accounts...
401kWire.com -
Thursday, February 3, 2005
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South Carolina Gov. Proposes DC System
Another state governor is looking for a way to shrink his state's runaway pension liabilities...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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Magna International Inc.
The Principal has deepened its relationship with the Aurora, Ontario-headquartered automotive systems and parts maker by landing its deferred profit sharing plan (DPSP)...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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DoL Sues West Virginia Sponsor
A sponsor allegedly failed to remit contributions for four years...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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Mid-Atlantic Area 457 up for Grabs
Final proposals are due by the end of this month...
401kWire.com -
Thursday, February 3, 2005
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Reader Rating: 1
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Cigna Execs Win Key Jobs at Pru
Early on the combination looked more like a merger than a takeover...
401kWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Total Benefits Firm Eyes 401k Cross Selling Opps
A health and welfare plan and group life specialist is now helping plan sponsors with their 401k plans...
401kWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Davis Selected Manager Makes Court Appearance
Feinberg takes the stand as a witness in the Kozlowski trial...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Fund Site Finds Spitzer Mistakes
The NYAG Web site is found to be out of date when it comes to some basic investor info...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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ING Launches New Fund
Aeltus has been tapped to subadvise...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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DST Adds Search Tool To Its 529 platform
Other enhancements include access to information about plans around the country...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Torrid Technologies Updates Retirement Planning Tool
Newest feature allows users to plan for lump sum payments at retirement...
401kWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Veteran Vanguard Manager Retires
The head of the $19 billion Vanguard Windsor Fund to retire after thirty years...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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SEC May Get Raise
Despite (or because of) being made to look out of touch by Spitzer & Co., the SEC gets more funding...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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MFS Sees Slight Redemptions
The money pulled from the fund firm is still insignificant compared to its total asset base. Papers float Manning as possible fill-in for Ballen...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Seligman Hires Subadvisor
The New York-based fund firm hires taps one of Boston's oldest investment management firms for the job...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Rydex Hires Insurance Head From Putnam
The company lands industry vet to run its sales and marketing efforts...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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SEC Looking Into Bank's Fund Unit
The SEC is investigating yet another firm for trading irregularities...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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Federated Announces Sweeping Changes
The company takes a $20 million charge to fourth quarter earnings which include a $7.6 million restoration fund for investors...
MutualFundWire.com -
Tuesday, February 3, 2004
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Reader Rating: 1
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American Century Launches Advisor Funds
The Kansas City fund complex has formally joined the ranks of load fund families...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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ING Outsources SMAs
The deal will send many ING operations staff to work for the outsourced provider...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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New Mexico 529 Enrolls New Class
The program will be offering B shares along with revamped A and C shares. Salomon wins a place on the roster...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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CRA RogersCasey Hedges Bets
The consultant has put together a unit covering alternatives...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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Milliman Looks to Perfect, not Dilute, its Model
The growing TPA, benefits-consulting concern remains focused on service quality and sticks to its knitting. It is not looking to cover all market segments...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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Pru is Grinning
The firm is the first charter member of a coalition being created by Retirement Engineering...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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Are ERSAs a Boom or a Bust?
The new savings structure will shake up the list of winners and losers in financial services...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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ING Offers Sixth IPPF Fund
The firm starts offering its latest principal protection fund today...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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Puerto Rico Bank Buys Florida TPA
The San Juan financial holding company pushes into U.S. mart with the move...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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LSAs May Replace 529 Plans
529 plans may have a much shorter lifespan as a species than the industry thought if LSAs become available...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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2003 Will be the Year of the Fund
As expected, the House Financial Services Committee is preparing to make a review of the fund industry its top priority in 2003...
MutualFundWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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GM Adds Advice
The automaker has tapped one of the big three Web advisors for its participants...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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DaimlerChrysler to Offer Dealer Plan
The global carmaker taps a large provider and its alliance partners for the 4,400-dealer U.S. program...
401kWire.com -
Monday, February 3, 2003
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Reader Rating: 1
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Second Chances
In brokerage news, Output Technology Solutions has found a way to help capture the accounts of potential clients who do not complete account registration processes...
MutualFundWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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CIGNA Expands Its Charter Family
CIGNA has launched nine new mutual funds as addition to its Charter Fund family to ease 401k rollovers...
MutualFundWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Controversy Over Cash Balance Pensions
Congressman Bernie Sanders takes action (and provides information) about cash balance pensions...
401kWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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CIGNA Expands Its Charter Family
CIGNA has launched nine new mutual funds as addition to its Charter Fund family to ease 401k rollovers...
401kWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Spiders, WEBS and Qubes ... Oh My!
Exchange traded index funds are being touted as the next big thing but their impact on the mutual fund business has yet to be determined. The MFWire.com has tracked down industry experts and financial advisors in order to ascertain their predictions...
MutualFundWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Westin Hotel Launches Plan
Puerto Rican hotel chooses a provider for its first 401(k) plan...
401kWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Odd Lots, February 3, 2000
T. Rowe kisses up to brokers ... Franklin Balance Sheet reopens ... Needles in haystacks...
401kWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Odd Lots, February 3, 2000
T. Rowe kisses up to brokers ... Franklin Balance Sheet reopens ... Needles in haystacks...
MutualFundWire.com -
Thursday, February 3, 2000
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Reader Rating: 1
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Dillard's Selects Bundled Service
Little Rock, Arkansas-based Dillard's Inc. (NYSE: DDS), a department store chain, has tapped Merrill Lynch for bundled service for its 401(k) plan, a spokesperson with the provider told the 401kWire.com. The plan, consolidated from two previous plans, has 70,000 participants and close to $850 million in assets...
401kWire.com -
Wednesday, February 3, 1999
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Reader Rating: 1
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Industry Vet Joins Berger
Jack Thompson named executive vice president of The Berger Funds...
MutualFundWire.com -
Wednesday, February 3, 1999
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Reader Rating: 1
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TAG On: Loan Rollovers
An employee is moving from one company to another, and wants to transfer his outstanding loan to the new plan; in effect have the new plan administer his loan. Is this allowable?..
401kWire.com -
Wednesday, February 3, 1999
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Reader Rating: 1
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Griffin Corporation to Review Plan
Valdosta, Georgia-located Griffin Corporation will be reviewing its 401(k) plan this year, Theresea Lamie, corporate human resources director, told the 401kWire.com. The plan has approximately $11 million in assets with 250 participants...
401kWire.com -
Wednesday, February 3, 1999
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Reader Rating: 1
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Bramco Bundles With Diversified
Louisville, KY-located Bramco, Inc. has replaced Invesco, its former investment manager, and William M. Mercer, its former administrator, and bundled its $27 million 401(k) plan with Diversified Investment Advisors...
401kWire.com -
Tuesday, February 3, 1998
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Reader Rating: 1
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MFS Caters to Suiza Foods
Dallas, TX-based Suiza Foods Corporation has hired MFS Investment Management to be the bundled provider for its new $40 million employer-sponsored pension plan, according to a report in Pensions and Investments. The plan's assets are the amalgamation of the 401(k) plans of smaller business acquired by Suiza. The plan will include company stock as well as eight mutual funds. MFS will also serve as administrator and recordkeeper. MFS has not yet returned calls from the 401kWire...
401kWire.com -
Tuesday, February 3, 1998
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Reader Rating: 1
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Putnam and Franklin Find Sweet Home in Alabama
Birmingham, AL-based Brasfield & Gorrie will add the Franklin Balance Sheet Investment Fund, a small-cap equity fund, and the Putnam Voyager Fund, a mid-cap equity fund, to its current seven options, according to a report in Pensions and Investments. The company's plan is valued at $23 million. Officials at neither Franklin nor Putnam would comment on the new additions...
401kWire.com -
Tuesday, February 3, 1998
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Reader Rating: 1
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For Tuesday, February 3, 1998
There are more signs that the recent lull in the stock market may be coming to an end. Last night, the Asian stock markets continued to recover with the Maylasian market index gaining 23%. Yesterday the Standard & Poor's 500 broke the 1000 mark for the first time, adding confusion to trading floors that were unable to display four digits for the index. However, the odds are that most participants are not reacting to these events, or any of the events that rocked the markets in recent months, according to research conducted by Hewitt Associates...
401kWire.com -
Tuesday, February 3, 1998
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Reader Rating: 1
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TPA Creates Defined Contribution Affiliate
Local Third party administrators are continuing to eye the opportunities evolving in the mid-sized and small plan market. Yesterday, public accounting firm Plante & Moran formed an affiliate to provide retirement and cafeteria plan record-keeping services to clients. The affiliate will to provide consulting on defined contribution plans for its clients...
401kWire.com -
Tuesday, February 3, 1998
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Reader Rating: 1
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