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Schwab Asset Management [view profile

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News Stories Archives - Since 1998
Week In Preview, February 2 - February 8 This week, the teams at Slavic401k, ASPPA, WIPN, Voya, FIS, NAGDCA, Equitable Holdings, Broadridge, and WP&BC will host events... 401kWire.com - Monday, February 2, 2026
Week In Preview, February 2 - February 8 This week, the teams at MMI, ICI, Artisan Partners, Prudential, Citywire, AllianceBernstein, Voya, and Virtus Investment Partners will host events... MutualFundWire.com - Monday, February 2, 2026
A $100B-AUM AM Adds a Quality Growth Duo The two new, passively managed ETFs debuted last week on the Nasdaq... MutualFundWire.com - Friday, February 2, 2024 - Reader Rating: 1
A TPA Ally Rises At a 56,000-Plan RKer, And ... Watch for the CEO to add another key leadership role after a reorg and several senior appointments... 401kWire.com - Friday, February 2, 2024 - Reader Rating: 1
Four New Partners Rise At an NFP Sub The move comes after a new chief took over last summer... 401kWire.com - Friday, February 2, 2024 - Reader Rating: 1
Park Reorgs Hancock, Making 4 Leadership Updates Three executives are taking on key, newly created positions at the recordkeeper. A fourth executive is moving on... 401kWire.com - Friday, February 2, 2024 - Reader Rating: 1
A $48.6B Flows Turnaround In One Week The LSEG Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, February 2, 2024 - Reader Rating: 1
Near Detroit, a CapTrust Vet Retires The retiree first joined CapTrust in 2013, thanks to an acquisition.. 401kWire.com - Friday, February 2, 2024 - Reader Rating: 1
A 29-Year-Old Firm Launches Its 7th ETF The new, actively managed fund is subadvised by a publicly traded multi-boutique asset manager... MutualFundWire.com - Thursday, February 2, 2023 - Reader Rating: 1
RPA Hires In Arizona The firm's latest KPA addition also affiliates with RPA ally GRP... 401kWire.com - Thursday, February 2, 2023 - Reader Rating: 1
Grabot Explains GuidedChoice's Third 401k Advice Model The participant advice specialist's chief talks to 401kWire about the firm's freshly extended reach... 401kWire.com - Thursday, February 2, 2023 - Reader Rating: 1
LMP Will Buy a 10,000-Plan TPA The deal is expected to close this quarter, bringing the PE firm a majority stake in an acquisitive retirement plan shop... 401kWire.com - Thursday, February 2, 2023 - Reader Rating: 1
Cohen & Co Will Buy an Ally to 120-Plus Fund Fams The deal is expected to close next month and will boost the accounting firm's investment industry services group to 300 people serving more than 2,500 funds... MutualFundWire.com - Thursday, February 2, 2023 - Reader Rating: 1
At DFA, a 14-Year Vet Takes Over Retirement A consulting industry veteran now leads this asset manager's DC I-O efforts... 401kWire.com - Thursday, February 2, 2023 - Reader Rating: 1
A Florida Startup Enters the Thematic ETF Biz Their first fund, powered by ETC and other allies, focuses on the medicinal psychedelic drug market... MutualFundWire.com - Wednesday, February 2, 2022 - Reader Rating: 1
Three Years In, a DC I-O Leader Exits Stay tuned for the exec to take on a new role next month... 401kWire.com - Wednesday, February 2, 2022 - Reader Rating: 1
In Cali, a $560MM-AUA RIA Sells A PE-backed insurance brokerage acquires a KPA and wealth management team that has 150 clients... 401kWire.com - Wednesday, February 2, 2022 - Reader Rating: 1
An $80B-AUM Firm Closes On an $8B-AUM Deal The acquisition brings a growth equity fund firm its fourth "autonomous investment franchise," this time in fixed income... MutualFundWire.com - Wednesday, February 2, 2022 - Reader Rating: 1
A $25B-AUA RKer Closes a Deal With a Money Center Bank The retirement plan-focused fintech shop now serves about 25,000 companies and about one million savers (including participants)... 401kWire.com - Wednesday, February 2, 2022 - Reader Rating: 1
In Texas, an Ex-CEO Looks For His Next Adventure He led a bank's mutual fund arm since its creation 13 years ago... MutualFundWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
Rob Capone Targets Ret Income The veteran DC I-O exec talks about his new role at a multinational, institutional asset manager... 401kWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
Keating Brings an 11-Year MassMutual Vet to Voya The new hire joins the provider's large corporate market retirement plan business... 401kWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
A 150-FA Wealth Management Aggregator Preps a PEP The firm is teaming up with a recordkeeper and a local trade group... 401kWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
Near Gotham, a $4.3B-AUM Fund Firm Sells The deal is expected to close in the second half of 2021... MutualFundWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
This Year, a DC I-O Vet Focuses On Scouting An Eagle Scout is taking over a big local council of the Boys Scouts of America... 401kWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
Who Gained Market Share In 2017? M* Direct updates AUM and market share data for the full 2017 calendar year... MutualFundWire.com - Friday, February 2, 2018 - Reader Rating: 1
JHRPS Puts a U.S. Twist on a Canadian Tool Pat Murphy and his team bring a new development south of the border... 401kWire.com - Friday, February 2, 2018 - Reader Rating: 1
An NYC TPA Hires in San Diego as Two Insiders Rise The moves boost the 47-year-old firm's defined benefit and cash balance efforts in particular... 401kWire.com - Friday, February 2, 2018 - Reader Rating: 1
Who Paralyzed the Anti Money Fund Reform Bill? After sailing through committee and racking up bipartisan support from dozens of cosponsors, a proposal that would bring back $1 NAVs seems to have stalled... MutualFundWire.com - Friday, February 2, 2018 - Reader Rating: 1
Erin Donnelly Hires an Ex-Am Century DC I-O Exec Last month a 401(k) veteran in the Pacific Northwest joined Nuveen... 401kWire.com - Friday, February 2, 2018 - Reader Rating: 1
TX Judge Gives a Heads Up on Fiduciary Rule Decision Judge Barbara Lynn has set a deadline for her ruling on the fiduciary rule case against the Department of Labor. .. 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
KPAs, Are You Referable? Courtesy of you fellow KPAs, here are three tips to amplify your presence as a referable advisor... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
An RIA Custodial Giant Creates a "Have Your Cake and Eat It, Too" Fund Platform Word on the asset management street is that one of the big three RIA custodians has created a new investment platform that combines institutional and NTF properties... MutualFundWire.com - Thursday, February 2, 2017 - Reader Rating: 1
John Hancock Taps Liveoak Tech Solution The retirement services unit chooses Liveoak to provide onboarding solutions... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Are CITs Making a Comeback? The topic of discussion, (cough the product of discussion cough) that has been buzzing in many 401(k) plan advisors (KPAs) ears lately is the conversation around collective investment trusts (CITs)... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
The New Fund Fuss - February 2, 2017 The latest funds about to make their debut!.. MutualFundWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Iowa Union Selects Milliman for DC Plan The union goes with Milliman as its Taft-Hartley plan recordkeeper... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Kevin Barry Bumped Up By Fido It's hail to the chief, as the Fidelity veteran is promoted. .. 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Nally Offers Strategists and Asset Managers a Deeper Way to Connect With TD-Aligned RIAs The TD Ameritrade Institutional team is creating a new platform that ties in with a flagship, integrated technology offering now used by more than 10,000 individuals from more than 2,500 RIAs... MutualFundWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Pensionmark Expands in Kentucky Troy Hammond, president and CEO of Pensionmark, confirmed a new affiliation with a Kentucky-based 401(k) plan advisor (KPA) shop... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Fido's Figures Find U.S. 401k's Way Up In its analysis, Fidelity revealed that both 401(k) balances and IRAs ended 2016 at record levels. .. 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Priebus to Scaramucci: "You're Fired" Anthony Scaramucci will not be getting a top post as business liaison to the White House... 401kWire.com - Thursday, February 2, 2017 - Reader Rating: 1
Fiduciary Reg Foe Foiled? The Mooch May Be Out The new U.S. President's appointment of the most outspoken critic of the DoL's controversial, impending conflict of interest regulation is reportedly being held up... MutualFundWire.com - Thursday, February 2, 2017 - Reader Rating: 1
The President of Xerox HR is Slated to Exit Firm Xerox HR Services' group president is exiting the firm... 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
House GOP Pushes Back on DoL Regs A threesome of GOP legislators offer what they hope to be count-legislation to DoL efforts. .. 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
A SoCal KPA Switches to Commonwealth A southern California 401(k) plan advisor dishes on his broker-dealer move and the Department of Labor's upcoming fiduciary regulation... 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
CO County Seeks Fiduciary Advisors The existing RKer will have a new advisor to work with this summer. .. 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
Epic's New President is in Full Swing Epic's founder and former president has officially retired and now the reigns of the company are in new, veteran hands. Here's what to expect... 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
Ivy's Avery Heads Out The president of the Waddell and Reed unit is about to retire... MutualFundWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
T. Rowe Reboots Its Online Participant Experience The new user experience is designed to improve retirement preparedness. .. 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
Delaware's Parent Hires a T. Rowe Bigwig The Australian multinational's latest addition will oversee operations globally for its investment management arm, which includes Delaware Investments... MutualFundWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
Raffone Seals His $517MM Deal as FNGN's Board Changes Financial Engines' chairman will step down after 19 years on the board. .. 401kWire.com - Tuesday, February 2, 2016 - Reader Rating: 1
This Utah KPA Chooses LPL A 401(k) plan advisor recently moved B-Ds... 401kWire.com - Monday, February 2, 2015 - Reader Rating: 1
Catalyst Triples and Plans More Alts Szilagyi peers into his crystal ball for 2015... MutualFundWire.com - Monday, February 2, 2015 - Reader Rating: 1
Franklin Misses As Its Funds' Short-Term Performance Dips The Northern California-based mutual fund hop releases its fiscal Q1 2015 earnings... MutualFundWire.com - Monday, February 2, 2015 - Reader Rating: 1
Obama's Five-Part Plan For Boosting Retirement Plan Access The President just released his proposed 2016 budget for the country, and it includes ideas on how to give more people the opportunity to save through some kind of workplace plan. Yet he still wants to cap lifetime balances... 401kWire.com - Monday, February 2, 2015 - Reader Rating: 1
A Different Kind of 401k Fraud In a twist on the usual cases involving plan sponsors (or occasionally vendors) taking 401k contributions, a participant stands accused of creating fake 401k accounts... 401kWire.com - Monday, February 2, 2015 - Reader Rating: 1
Women Rocking Wall Street That's the name of a new podcast that ShoeFitts Marketing president Sheri Fitts recently unveiled... 401kWire.com - Monday, February 2, 2015 - Reader Rating: 1
The Latest "Systemic Risk" Attack On Asset Managers A Fed governor is the latest to pile on the bandwagon for regulating asset managers... MutualFundWire.com - Monday, February 2, 2015 - Reader Rating: 1
Treasury Offers "Meaningful First Step" on Retirement Income One of the thinkers behind the auto-IRA unveils new efforts to make retirement income options more accessible to retirement plan participants... 401kWire.com - Thursday, February 2, 2012 - Reader Rating: 1
A British Institutional Shop Powers Four New RBC Funds The asset management arm of the Canadian bank unveils its newest mutual funds... MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Mirae Asset Rolls Out a Global Fund Updated \| It will bet on companies in developed and emerging markets... MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Altegris Takes Advisors to Alt Academy The alternative mutual fund provider is making a concerted effort to educate advisors on the benefits of alternative investment funds products... MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Pru Embraces More Target Date Funds The plan provider is making new inroads with its Income Flex Target product... 401kWire.com - Thursday, February 2, 2012 - Reader Rating: 1
American Airlines Flies to 401k The troubled airline wants to leave its DB plans on the tarmac in favor of a 401(k) plan... 401kWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Borzi Pushes Fee Disclosure Back The final 408(b)(2) reg is here, but it won't take effect on schedule... 401kWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Is Berkowitz in Denial? Fairholme's chief said his fund's poor performance in 2011 "makes little sense"... MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Columbia's Net Outflows Climb The mutual fund firm's parent reveals its latest earnings report... MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
Franklin Unveils a Drop in Profits The company also revealed outflows for Q1. .. MutualFundWire.com - Thursday, February 2, 2012 - Reader Rating: 1
New York Life Taps a Sales Chief for the Wirehouse Channel The national sales manager is one of three new hires at New York Life... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Top Advisor: Dorann Cafaro Cafaro Greenleaf (Financial Telesis).. 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Top Advisor: Jim Radler The J&R Group at Merrill Lynch.. 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Top Advisor: Julie Ward 401(k) Advisors.. 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Fidelity Unveils a New Tool for Plan Participants Fidelity is offering plan participants and investors a new retirement income tool... 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Securian Offers Advisors Insight on Retirement Plan Sales Securian is looking to educate advisors who want to learn more about the compensation opportunities available with retirement plan sales... 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Axa Alums Join Mutual of Omaha The two wholesalers have landed jobs with the plan provider... 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Colin Powell to Step in for Tony Blair at the TD Ameritrade Conference The events in the Middle East has resulted in a change of keynote speaker at the TD Ameritrade conference... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Participants Were More Positive in 2010 A new BofA report says participants made a habit of saving more in 2010... 401kWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Which Mutual Fund Returned 1,073,300.43 Percent Since its Birth? One mutual fund has particularly impressive return figures for its 82-year history... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Hancock Horizon Grows its Mutual Fund Roster Two new mutual funds hit the market in the South... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
An Egypt ETF Trades at a Premium The fund looks like a closed-end one this week... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
Alpine Woods Rolls Out a New Fund The New York firm's new fund focuses on opportunities in consumer products and services... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
An Ex-Magellan PM Plans to Donate $10 Million The former Magellan skipper will make the donation over the next five years... MutualFundWire.com - Wednesday, February 2, 2011 - Reader Rating: 1
JPMorgan Reorgs its DC I-O Team The New York asset manager has made changes to the organizational structure of its DC I-O unit... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Higher-Ed Participants Need to Study Retirement Investments A provider finds that participants in the higher-education field are worried and under-prepared when it came to retirement savings... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Borzi Says Advice Regs Are Due This Month Phyllis Borzi made EBSA's intentions known at a conference in the capital... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
TIAA-CREF Plans to Move Some Jobs Abroad The New York firm is outsourcing some back-office functions to India... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Hartford Hires a BNY Mellon Veteran Hartford brings in a BNY Mellon veteran as sector head of municipal finance... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
MassMutual Lures a Putnam Vet MassMutual Retirement Services names its latest sales hire... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Reorg at Schwab Puts DC I-O Under Cox's Purview Jim McCool reorgs Schwab Institutional without touching his core bundled and TPA retirement businesses... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Fidelity Inks an ETF Deal Fidelity and Schwab take their rivalry to the next level... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
The Latest Fiduciary Tool Springs from a DC RIA An Empire State retirement plan-focused RIA unveils a new version of its own proprietary, internal fiduciary governance tool and looks to distribute the product to other DC-focused advisors... 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
BNY Mellon Execs Discuss the Price of the Deal BNY Mellon's head honchos talk about the price tag of the deal, which works out to 2.85 times PNC Global Investment Servicing's 2009 revenue... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Jeff Vinik Switches From Picking Stocks to Sticks The ex-lead manager of Fidelity's Magellan fund is buying a professional hockey team... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
A DC Back Office Provider Suffers Layoffs The cuts are across its entire parent company. But how much pain will the retirement plan unit feel?.. 401kWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Layoffs Hit DST How will the mutual fund back office side of the firm be impacted?.. MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
Federated, Vanguard Weigh in on the New Money Fund Regs The Journal's Daisy Maxey asked Federated and Vanguard how they felt about the new SEC money-market fund regulations... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
PNC and BNY Mellon Seal the Deal The deal creates the No. 2 provider of fund accounting, administration & transfer agency services to fund managers globally... MutualFundWire.com - Tuesday, February 2, 2010 - Reader Rating: 1
A New Chief Leads a Fund Firm Beyond Vice Updated \| The firm that offers the Vice Fund is looking to expand its lineup... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
MMA Praxis Hires a New Outsourcer The MMA Praxis Mutual Funds tapped an Ohio firm to provide distribution, chief compliance officer and chief financial officer services effective January 1... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
A RK Software Firm Partners With a Tech Outsourcer A DC software provider turns to another industry vet as they test the waters for offshoring... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
SEI: DC Drove Record Institutional Sales The Pennsylvania-based outsourced asset manager unveils institutional sales numbers for 2008... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
Macy's Marks its 401k Match "Reduced" The Cincinnati-based retailer is among the latest to make changes to its match to save money... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
Tough Economy Causes a Dent on Auto Enrollment Adoption Fewer plan sponsors are adopting auto enrollment due to the difficult economic climate, Hewitt Associates found in a survey of mid- and large-sized employers... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
McNabb Shares His Humble GIC Beginnings The new CEO of Vanguard opens up to the NYTimes about his early career moves... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
ExpertPlan Thinks Outside the Traditional Investment Box The outsourced recordkeeper partners with a Utah-based firm... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
A Nationwide Alum Takes CFO Reins at a TPA Acquirer Updated \| An acquisition specialist rises to the top finance job at Midwest-based firm... 401kWire.com - Monday, February 2, 2009 - Reader Rating: 1
NewRiver Hauls Morningstar to Court Updated \| The firm accuses Morningstar of having unlawful access to its Web-based data warehouse... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
Pimco Lands Atop the Performance Heap The WSJ tapped Morningstar to look at how the 10 largest fund complexes measure up from the market peak in October 2007 through mid-January 2009... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
Has Confidence Returned to Closed-End Fund Buyers? The WSJ highlights the zigzagging discounts seen recently on one side of the retirement business... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
McNabb Speaks, Sails for Britain and Eyes the Globe As the new Vanguard chief talks to the NYTimes, the FT reveals a new strategic push for the firm... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
Fidelity Insists It's Not for Sale Just in case there were still any doubts after Ned Johnson's rare comments to The Boston Globe last week, a Fidelity spokeswoman says the mutual fund giant is not on the block... MutualFundWire.com - Monday, February 2, 2009 - Reader Rating: 1
New Book Helps Plan Sponsors Benchmark Plans A Baltimore-based firm is out with the latest edition of its 401k Averages book... 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
Principal Taps Regional Biz Dev Officer The Des Moines, Iowa-headquartered provider has a new director of business development in Ohio... 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
EBSA Clarifies Advice Issues A field assistance bulletin released Friday provides clarification on matters relating to investment advice... 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
Spokane Healthcare Employer To Freeze DB Plan A Spokane-based healthcare organization is the latest to hop on the bandwagon... 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
Same-Sex Rollovers Last in Line The IRS says companies direct 401k funds elsewhere first. .. 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
RSM Vet Rides White Horse to Florida An experienced provider executive switches to being an advocate for sponsors as he joins an expanding advisory shop in the Southeast. .. 401kWire.com - Friday, February 2, 2007 - Reader Rating: 1
Henderson Adds a Fifth The Henderson Global Funds family has grown by one. The Chicago-based asset manager launched an Asian focused fund this week in order to take advantage of the booming markets in Asia... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
IMS Sees National Rep in its Future IMS Capital Management is adding sales professionals in the East and the West to boost the flows into its IMS Family of funds. The Portland, Oregon-based fund advisor tapped two industry veterans for the effort... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Is Scudder Going the Way of Kemper? Another of the fund industry's stately and well-known names is fading from the market place. This week Deutsche Bank Asset Management said that it is rebranding its mutual fund business to reflect its global strategy... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Rydex Launches Branding Campaign Rydex Investments is betting on a new branding campaign to gain a wider reach in the market. The Rockville, Maryland-based fund firm has adopted a new tagline, "Essential for Modern Markets," which it said highlights its role as an innovator operating within a conservative industry... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
ING Lands AssetMark Mandate AssetMark is continuing to add to the asset managers on its Privately Managed Account Program. The Pleasant Hill, California-based platform tapped ING Investment Management for its newest slot. .. MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Vanguard Closes Doors on Wannabe Explorers Vanguard Group has slammed the doors closed on two of its popular funds because of their growing size. The two funds are the $12 billion Vanguard Explorer and the $3.3 billion Vanguard Precious Metals and Mining Fund... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Newest Fund Sates Wm Blair's Appetite William Blair Funds has added a mid cap fund to its stable of offerings. The Chicago-based launched the William Blair Mid Cap Growth Fund, bringing the total number of funds in its fold to 15... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
MassMutual Adds to Investment Group The retirement plan provider has spent the past year beefing up its team of analyst. Now it has a new leader... 401kWire.com - Thursday, February 2, 2006 - Reader Rating: 1
McMorgan Opens ChiTown Office The NYLIM affiliate opens a Chicago office and taps a Taft Hartley sales director for the Midwest... 401kWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Mercer Vet To Run Mellon's DC Biz The new hire will be responsible for growing Mellon's investment-only DC business... 401kWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Automaker Halts DB Plan The car maker has put the brakes on its DB plan and accelerated its 401k... 401kWire.com - Thursday, February 2, 2006 - Reader Rating: 1
Princeton Slow on the Uptake? This week's announcement by Merrill Lynch that it is renaming its mutual fund advisory group to Princeton Portfolio Research and Management (no more MLIM or Mercury) has caught the attention of the lawyers at Princeton University. Merrill's move shouldn't have surprised them, but it appears it did... MutualFundWire.com - Thursday, February 2, 2006 - Reader Rating: 1
San Antonio Fund Firm Inks with UK Subadvisor U.S. Global Investors has expanded its subadvisory relationship with Charlemagne Capital for a new fund. Charlemagne will subadvise U.S. Global's Global Emerging Markets Fund, which will open to investors on February 14. The London-based manager already subadvises U.S. Global's Eastern European Fund... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
PowerShares to Debut Energy ETF Exchange-traded funds are scaling yet another frontier. PowerShares has teamed with Encinitas, California-based WilderShares to provide an ETF based on a clean energy index. The fund, called the PowerShares WilderHill Clean Energy Portfolio, is expected to begin trading on the American Stock Exchange on February 23 under the ticker "PBW.".. MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Advisor Lands Vanguard Cash Kalmar Investment Advisers, a Wilmington, Delaware-based firm, has landed a spot with Vanguard. Vanguard has hired the asset manager to subadvise a portion of the $9.6 billion Vanguard Explorer Fund, joining the fund's stable of five subadvisors... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Massachusetts Regulators Charge AG Edwards A.G. Edwards is the latest brokerage to get hit by regulators for allegedly market timing. On Wednesday, the Massachusetts Securities Division of the Office of the Secretary of the Commonwealth filed a complaint against the brokerage for permitting one employee to conduct tens of thousands of timer-related trades... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Riggs, PNC Reportedly Haggling over Price Insiders say PNC is looking to lower its bid... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Armstrong: It's Business As Usual for AERS American Express Retirement Services' chief says there won't be major changes to the business after its spin-off this summer... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Directed Trustee Wins Ruling in WorldCom Suit Merrill Lynch won a key ruling Tuesday on whether it had liability in its role as directed trustee in the WorldCom plan... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Evergreen State Resigns Incumbents Two providers will continue offering recordkeeping services for the state... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
DoL Wins Suit Against Gopher State Sponsor The owner of a tool repair company allegedly used plan contributions for personal reasons... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Hartford Eyes U.K. Retirement Assets The insurer plans to help Brits retire... 401kWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Sentinel Reorgs, Hires CEO Sentinel Management parent National Life has brought on Christian W. Thwaites to head a new entity that combines NL Capital Management, National Life's institutional asset management business, and Sentinel's fund business... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Fifth Subadvisor Aboard AAdvantage Fund AMR Investments, the advisor to the American AAdvantage Fund family, has brought on a fifth subadvisor for the $2 billion American AAdvantage Small Cap Value Fund... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Improper Trading Costs Putnam $100 Million Putnam's tab to make good on losses created by improper trading may be far more than its executives first thought. The Wall Street Journal reports that the restitution tab may hit $100 million, or ten times what Putnam executives first believed... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Oppenheimer Hires Institutional Sales Exec Neal Wilkinson joins Oppenheimer Investment Management as managing director of institutional sales. Wilkinson will work to build sales of Taft Hartley plan. Prior to joining Oppenheimer, Wilkinson was at Columbia Management in a similar role... MutualFundWire.com - Wednesday, February 2, 2005 - Reader Rating: 1
Bush Again Proposes LSAs and RSAs This time the accounts are meeting a warmer welcome, but they are still a long way from approval... 401kWire.com - Monday, February 2, 2004 - Reader Rating: 1
TrustLynx Names Chief for TPA Services The custodian promotes Gultig to oversee the services it offers third party administrators and recordkeepers... 401kWire.com - Monday, February 2, 2004 - Reader Rating: 1
Weekly 401k Search Roundup Our regular look at which sponsors are reportedly looking and why... 401kWire.com - Monday, February 2, 2004 - Reader Rating: 1
ABC Issues Statement On Hybrid Plans The advocacy group applauds the Treasury for taking a positive step but cautioned that some measures won't work... 401kWire.com - Monday, February 2, 2004 - Reader Rating: 1
Schwab Completes Adoption The AXA Rosenberg adoption is complete and the company names a new president of the new family... MutualFundWire.com - Monday, February 2, 2004 - Reader Rating: 1
SEC Taking Another Look At Hedge Funds The agency is beginning to probe how funds find new investors with the help of securities firms... MutualFundWire.com - Monday, February 2, 2004 - Reader Rating: 1
Pacific Funds Intros New Fund Family The company launches five new funds... MutualFundWire.com - Monday, February 2, 2004 - Reader Rating: 1
Stable Value Rates for February 2, 2001 .. 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
February 2, 2001 Janus Cutting 468 Jobs ... What Would Make American's Dislike Stock Funds? ... SSgA Forms Euro Partnership... 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
February 2, 2001 Janus Cutting 468 Jobs ... What Would Make American's Dislike Stock Funds? ... SSgA Forms Euro Partnership... MutualFundWire.com - Friday, February 2, 2001 - Reader Rating: 1
ExpertPlan Creates Tiered Service The Web 401k provider has split its service into three tiers to better serve advisors... 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
Calling Advisors to Sell 401k Franklin Templeton is hitting the road to explain to registered reps how they can pump retirement plan sales. .. 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
Calling Advisors to Sell 401k Franklin Templeton is hitting the road to explain to registered reps how they can pump retirement plan sales. .. MutualFundWire.com - Friday, February 2, 2001 - Reader Rating: 1
Distributor Adds Midwest Wholesaler Western-Southern Life has gets a regional vp from US Bank. .. MutualFundWire.com - Friday, February 2, 2001 - Reader Rating: 1
Advice Firm Prez is Back The Intuit veteran is out and Evans is once again president at Teamvest. .. 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
Outsourcing the Global Economy Another third-party provider rolls up its sleeves outside the US, hiring an exec for the Continent... MutualFundWire.com - Friday, February 2, 2001 - Reader Rating: 1
Japan Hints The Time has Come The long wait for the Japanese to pass a defined contribution bill may be nearing an end says a U.S. official... 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
InvestorForce Focuses As the firm processes its first 401k mandate it divests its consultant arm and plans a new funds marketplace. .. 401kWire.com - Friday, February 2, 2001 - Reader Rating: 1
Neuberger to Add Tech Fund Neuberger Berman is continuing to expand its growth area -- it will soon be joining the growing list of fund families with a tech fund onboard... MutualFundWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Ruling on Automatic Enrollment Officials of the Internal Revenue Service have expanded their position on the use of automatic enrollment in 401(k) plans. .. 401kWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Ohio TPA Raises Fees A Cleveland-based recordkeeping and accounting firm is hiking fees for clients it has gained through a recent acquisition... 401kWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
New Head for BISYS Plan Services BISYS Retirement Plan Services hires new head of plan services division after eight month absence... MutualFundWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
GoalMaker Gets Electric Prudential Retirement Services has put its GoalMaker asset allocation service online. The service helps 401(k) and other retirement plan investors simplify their investment selections by choosing a model portfolio that can be automatically rebalance periodically, through the firm's Online Retirement Center Web site... 401kWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
PIMCO Plans Asian Expansion PIMCO is planning the expansion of its Asian-Pacific division, and has appointed a new director of the business unit... MutualFundWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Odd Lots, February 2, 2000 NYSE trades up ... Growing pains ... Marsico launch ... Gus Sauter, Vanguard visionary ... Value Line's Manager of the Year ... New TIAA-CREF funds... 401kWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Odd Lots, February 2, 2000 NYSE trades up ... Growing pains ... Marsico launch ... Gus Sauter, Vanguard visionary ... Value Line's Manager of the Year ... New TIAA-CREF funds... MutualFundWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Survey Shows Reallocation Activity Up Since the start of the New Year, participants have increased the number of times they have reallocated their 401(k) investment assets. This finding comes from the Hewitt 401(k) Index, an instrument used to track the daily investment moves of participants... 401kWire.com - Wednesday, February 2, 2000 - Reader Rating: 1
Odetics Fulfills Fiduciary Responsibilities Anaheim, California-based Odetics Inc. (Nasdaq: ODETA), manufacturer of electromechanical products, plans to exercise its fiduciary responsibilities next quarter and investigate what the 401(k) market has to offer, Cathy Steger, director of human resources, told the 401kWire.com. The plan has close to 400 participants and over $20 million in assets... 401kWire.com - Tuesday, February 2, 1999 - Reader Rating: 1
BISYS Expands Relationship with Alliance Partner BISYS of Little Falls, New Jersey has strengthened the relationship it has with First American National Bank -- a subsidiary of Nashville, Tennessee-headquartered First American Corporation (NYSE: FAM) -- through the establishment of new services, particularly in the 401(k) arena... 401kWire.com - Tuesday, February 2, 1999 - Reader Rating: 1
MetLife & AEFA Ally in Small 401k Segment Distribution has become the key to success in the defined contribution market. New York City-based Metropolitan Life Insurance Company (MetLife) has provided further proof of this new rule with its announcement that it will be using American Express Financial Advisors to distribute its new small plan 401(k) product... 401kWire.com - Tuesday, February 2, 1999 - Reader Rating: 1
Suburban Propane Selects New Provider Whippany, New Jersey-based Suburban Propane (NYSE: SPH) has tapped the Bank of New York's VestedChoice program as bundled service for its 401(k) plan. The plan has $65 million in assets and 3,000 participants... 401kWire.com - Tuesday, February 2, 1999 - Reader Rating: 1
Herman Taps Kramerich for PWBA Post In a move that was expected, Secretary of Labor Alexis M. Herman has appointed Leslie B. Kramerich to the position of Deputy Assistant Secretary for Policy of the Pension and Welfare Benefits Administration (PWBA). Kramerich will also assume the duties of PWBA�s Assistant Secretary until a permanent candidate is appointed to fill the post. These posts have been unfilled since Olena Berg stepped down last June... 401kWire.com - Tuesday, February 2, 1999 - Reader Rating: 1
Banc One and Invesco Find New Path Banc One and Invesco have formed an alliance to introduce a new product to the defined contribution marketplace: "Pathways to Retirement with Banc One." This new service will provide plan sponsors with a choice of fourteen mutual funds from Invesco as well as funds from Primco and Aim, fourteen funds from The One Group(R), and Banc One's propriety fund family. Invesco will serve as recordkeeper and administrator of this new alliance while Banc One will be in charge of sales, marketing, and education... 401kWire.com - Monday, February 2, 1998 - Reader Rating: 1
Oppenheimer Chooses UPI for Administration Software The trend toward the formation of alliances among companies in the defined contribution provider/recordkeeping/consulting industries continues. Now, Universal Pensions, Inc. and OppenheimerFunds have formed a new alliance with the intent of offering a new product: the OppenheimerFunds Pinnacle 401(k)... 401kWire.com - Monday, February 2, 1998 - Reader Rating: 1
For Monday, February 2, 1998 Friday's column asked the question of whether 401(k) plan participants have now gone overboard in their love of stocks. A key question that arose in our research of the issue was whether participants truly know the risks inherent in the stock market and are making an educated decision, or whether they are merely chasing the market's recent stellar returns. The evidence points both ways.. 401kWire.com - Monday, February 2, 1998 - Reader Rating: 1

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