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News Stories Archives - Since 1998
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MMF Flows Fall By $78B
The M* team updates U.S. flows data for January 2025 for money market mutual funds...
MutualFundWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Transamerica Shutters One Adopted 2023 Product, But ...
The new offering was initially powered also by Smart...
401kWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Glynn Takes Over For Chetney, And ...
Bill Chetney Jr. is passing the reins at VCI and starting a new venture...
401kWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Wong Joins a $540B-AUM Firm
Updated | The executive will serve as head of retirement solutions at the asset manager, which is part of a publicly traded insurer in the Midwest...
401kWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Vanguard Leads, But Passive Flows Drop By $79B
The M* team updates U.S. flows data for January 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Koumantaros Hires a Portland Sales Vet
The new Spectrum hire most recently hailed from Farmer & Betts...
401kWire.com -
Friday, February 28, 2025
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Reader Rating: 1
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Fidelity Repeats As These Inflows Rise By $44B
The M* team updates U.S. flows data for January 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, February 28, 2024
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Reader Rating: 1
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37 Percent of Participants Upped Deferrals In 2023, And ...
New research from a provider underscores how much of a role auto-escalation appears to be playing in contribution rates...
401kWire.com -
Wednesday, February 28, 2024
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Reader Rating: 1
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A 13-Year-Old Florida Team Swiches B-Ds and RIAs
Both of the KPA shop's moves took effect on the same day earlier this month...
401kWire.com -
Wednesday, February 28, 2024
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Reader Rating: 1
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The JPMAM Team Mourns a 25-Year Senior Leader
One of the fund firm's C-suiters died last week at the age of 54...
MutualFundWire.com -
Wednesday, February 28, 2024
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Reader Rating: 1
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Near San Francisco, an Education Specialist Joins SageView
Updated | The new hire comes in from Principal...
401kWire.com -
Wednesday, February 28, 2024
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Reader Rating: 1
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Fidelity's Inflows Rise to $27B
The M* team updates U.S. flows data for January 2023 for money market mutual funds...
MutualFundWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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An 8-Year Lincoln Vet Joins FuturePlan
The new hire will serve as a DVP of sales at the national TPA...
401kWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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Biden Picks Gomez's Next Boss
The President of the United States nominates a successor to take over the DoL...
401kWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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2 Years, 14 Firms, $43.5B In AUA
A retirement plan industry alliance's members celebrate an anniversary...
401kWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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401k Hardship WDs Rise, But Loans Slip
The percentage of 403(b) participants with outstanding loans also fell, according to the latest data from the Boston Behemoth...
401kWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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15 of the Best Fund Firms to Work For In 2023
They're among the United States' best large employers, according to a magazine's new list...
MutualFundWire.com -
Tuesday, February 28, 2023
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Reader Rating: 1
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One Month, $119B In Outflows
The M* team updates U.S. flows data for January 2022 for money market mutual funds...
MutualFundWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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Why a Georgia Team Sold to a KPA Aggregator
One of the lead advisors talks about the deal, which closed last month...
401kWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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Murphy Promotes Two Empower C-Suiters
A pair of senior leaders rise at the big recordkeeper...
401kWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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Back From Down Under, a DC Vet Takes Over a Parts-Focused Team
Updated | The executive joins the leadership team for a Midwestern insurer's recordekeeping arm...
401kWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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Week In Preview, February 28 - March 6
This week, the teams at DCIIA and WIPN are hosting events...
401kWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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Week In Preview, February 28 - March 6
This week, the teams at IDC and MFDF are hosting events...
MutualFundWire.com -
Monday, February 28, 2022
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Reader Rating: 1
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From Zero to $200MM In Under Five Months
A seven-year-old alts shop recently entered the ETF business...
MutualFundWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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A Giant Bank Tweaks Two TDF Families
The changes, scheduled to take effect this coming summer, involve underlying investments in the funds...
401kWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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Thompson Rises At Fidelity
The executive has been with the Boston Behemoth for 15 years...
401kWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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BofA Adds an Ex-DC I-O Chief
The new hire joins the employee benefits side of the recordkeeper's business...
401kWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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ERISApedia Launches New Plan Corrections Resource
A trio of Ferenczy Benefits experts penned the new piece...
401kWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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As Markets Swoon, Asset Managers Fall Nearly 12 Percent
It's been a rough week in the stock market, and it's taken its toll on publicly traded asset managers...
MutualFundWire.com -
Friday, February 28, 2020
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Reader Rating: 1
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Four Pointers For Tackling Emergency Savings
Non-retirement savings can be a key piece of the financial wellness puzzle. Now plan sponsors can tie the feature in with their 401(k) plans...
401kWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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The Quiet Active Titan Is Back On Top
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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Dodge & Cox Rebounds to the Front
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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GRP KPAs Now "Venroll" Participants
One of the RIA/super-OSJ's affiliates developed a tool in-house that is now being distributed out to the rest of the shops...
401kWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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BPAS Lands a Lone Star Partner
The RKer will handle TPA and recordkeeping services for a product geared towards plans with at least $500,000 in assets...
401kWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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Abbott Doubles Down On a $7.3B-AUM Boutique
The deal also involves a changing of the guard at the SoCal shop...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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Clark Navigates Big Fund Flows
M* updates Morningstar Direct to include mutual fund and ETF flows for January 2018...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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Principal's Everett Reveals Burrows' Successor
Greg Burrows, a 32-year veteran of the Midwestern insurer and currently its full service retirement chief, will retire this summer...
401kWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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Fidelity Breaks Its Small Market Record
The Boston Behemoth's annual report offer glimpses of how Jim MacDonald's workplace solutions division fared in 2017...
401kWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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An RKer's New Chief Preps a Strategic Acquisition Model
Watch for this recordkeeper and TPA to make an acquisition a year for the next several years...
401kWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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A Non-Qual- and Participant-Focused Shop Picks RIA
The fresh recruits are an eight-advisor team based in Denver...
401kWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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SPARK's Rouse on Plan Sponsors Post-IRS Letter
SPARK head Tim Rouse spoke to 401kWire on how plan sponsors are working through a post-IRS determination letter world. ..
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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MainStay Launches Retirement Institute
The notion of traditional retirement is evolving and the retirement landscape is changing in many ways. ..
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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A Midwestern Startup Builds Out Focused, Channel-Agnostic Distro
Watch for this "quantamental" shop to add two more externals. And they'll be expanding their internal force, too...
MutualFundWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Follow the Fundsters - February 28, 2017
Hirings, firings and the like!..
MutualFundWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Top Low-Cost Educational Resources for Fund Marketers
A veteran asset management industry ally gathers a list of publications, trade groups, and more...
MutualFundWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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OMB Concludes Fiduciary Delay Review
After almost three weeks under regulatory review, the rule to delay the fiduciary regulation leaves the OMB with one noticeable change. ..
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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The Largest Indie B-D Scores Big in Customer Satisfaction
The largest independent broker-dealer, LPL, and its 401(k) plan advisors (KPAs) are on the top of the list in net customer loyalty...
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Two DC Execs Leave Allianz
The move comes after a new chief took over the retail channel in January. DC I-O is part of the retail channel at the asset manager...
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Maryland KPA Shop Unveils Financial Wellness Pros For ROI
A retirement consulting firm in Bethesda, Maryland, has unveiled new, independent research on financial wellness...
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Pru Scores Three New DC Clients
Two nonprofits and a law firm have chosen Prudential Retirement to administer their defined contribution plans. ..
401kWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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The Mutual Fund Fuzz Eyes a Bank
An annual report reveals that the SEC's enforcement division is investigating possible fraud around use of share classes that include 12b-1 fees...
MutualFundWire.com -
Tuesday, February 28, 2017
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Reader Rating: 1
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Another ExpertPlan Exec Says Goodbye to Ascensus
An operations VP departs the Ascensus-owned recordkeeper in the wake of the company's reorg. ..
401kWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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Hubbell Hires a New Principal Following High 338 Demand
The consulting shop hires a new strategist and director of investment research...
401kWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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There's Lots of Fido Hiring Going on Here
The Behemoth Based in Boston is looking for eight folk for Providence, R.I., some very high positions too...
MutualFundWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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Putnam and Principal Have Might in Their Sites
The two recordkeepers placed in kasina's Top 3 for sponsor and participant websites. ..
401kWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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Vanguard Does It Again
The low-cost giant has cut fees on another set of products...
MutualFundWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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Mingo Hires a Startup Vet
A new CFO joins the SoCal software shop best known for its online, interactive video education for participants...
401kWire.com -
Friday, February 28, 2014
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Reader Rating: 1
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How Many Plans Switch RKers After Hiring an Advisor?
Industry researchers ask, "Are advisors responsible for service provider churn?"..
401kWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Schroder's New CEO Has a Full Plate for 2013
Integration of new acquisition, targeted product development and aggressive sales team growth are among the tasks laid out for Karl Dasher...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Another Author Writes for 401k Participants
This one is electronic, and free for the first two days of March...
401kWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Vanguard Restricts Access to Wellington
Fund giant's flagship product, as well as a second fund, are partially closed off to investors-- but in a way you wouldn't expect...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Participants Who Save Outside 401ks, Too, Save More
So says new research from Fidelity...
401kWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Gross Checks In For March
This month's column, sadly, has no cultural mentions...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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A $25B Shop Hires a Head of Institutional Distribution
Exec will handle global institutional and sub-advisory distribution, as well as consultant and client relationship management...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Three Things to Know from BMO's Earnings
Senior management details plans for incremental growth...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Gabelli Wins: Supremes Unanimously Rule Against the SEC
The highest court in the land votes in favor of a mutual fund scion in a market-timing lawsuit...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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ProShares Grows Alts Line with Private-Equity ETF
Barron's writes that firm is aiming at dominance in alts ETFs...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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Stevens and Journal Go At It Again
ICI président calls out WSJ over money fund reform...
MutualFundWire.com -
Thursday, February 28, 2013
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Reader Rating: 1
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A Second Schooner Fund Sets Sail
The Keystone State mutual fund firm unveils a new alternative mutual fund...
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Cadigan Fills Out Direxion's Sales Team
The leveraged index fund and alternatives mutual fund specialist hires again, this time in the Sunshine State...
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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The DoL Worries About the TSP
The regulatory agency offers some suggestions to the folks running the largest DC plan in the country...
401kWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Standard Lures an East Coast 401k Wholesaler West
The Beaver State insurer hires an industry vet to cover Arizona, New Mexico, and part of SoCal for its retirement plan unit...
401kWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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A Provider's Sales Climb to $6 Billion
An insurance company reveals data from 2011...
401kWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Pimco Outperformed its Fellow Mutual Fund Family Titans
SmartMoney looks at overall investing returns at the ten biggest mutual fund firms...
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Columnist: Money Fund Investors "Need to Do the Soul-Searching"
MarketWatch ponders the ongoing money market mutual fund fight between the SEC chief and big mutual fund firms...
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Jaffe is "Wary" of Morningstar's New System
The mutual fund observer wonders about "predictive mutual-fund ratings."..
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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Is Guggenheim About to Seal the DWS Deal?
Deutsche Bank has entered "exclusive talks" for selling a number of its asset management businesses...
MutualFundWire.com -
Tuesday, February 28, 2012
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Reader Rating: 1
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GAO Attacks 401k Conflicts of Interest
The government agency releases another report on 401ks...
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Goldman Sachs Has its Eye on the 'Next Eleven'
GSAM launches a mutual fund that focuses on the Next Eleven...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Top Advisor: Steve Kelliher
The Kelliher Group (Morgan Stanley Smith Barney)..
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Top Advisors: Jason Chepenik
Chepenik Financial (NRP/LPL)..
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Top Advisor: Brendan Feitelberg
Nautical Financial Group (RPAG/Financial Telesis)..
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Top Advisor: Mike Falcone
401(k) Advisors..
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Asset Managers are in Better Shape Now Than in 2007
Margins are higher than they were in 2007, says kasina. Can asset managers continue to exercise fiscal discipline?..
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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ING Separates its Bank and Insurance Businesses
The Dutch-based company has completed the first step in taking its U.S. insurance business public...
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Great-West and Hancock Power an MEP
The pair are the latest recordkeepers to partner with a new multiple employer plan...
401kWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Trio to Fill Bloemker's Shoes at Putnam
Putnam now has three people leading its fixed income team, which manages nearly $60 billion...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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AMG CEO's Latest Acquisition is a $17 Million Mansion
Sean Healey buys an oceanfront mansion in Palm Beach...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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Three Fund Firms are the 'Most Admired' in Beantown
A Boston pub hands out post-Oscar awards to three Boston-based fund companies...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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What Fund Do Nuveen, Pimco and Pru All Want to Launch?
A trade pub highlights record flows into a niche mutual fund asset class...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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WSJ Ponders Target Date Fund Fees
The paper takes on the increasingly popular, 401k-focused asset class in the wake of a new government report...
MutualFundWire.com -
Monday, February 28, 2011
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Reader Rating: 1
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SPARX Asia Funds Adds a Distribution Platform
SPARX Asia Funds has garnered distribution on Pershing's FundVest platform...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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NIPA Sets Early Registration Deadline for Conference
NIPA has let the early birds know how long they have to get the worm...
401kWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Federated Names Western Regional Sales Manager
Pittsburgh-based Federated Investors has promoted a longtime employee to vice president and western regional sales manager...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Five B-Ds Will Pay Up To $20 Million on Bad Fund Sales
Merrill Lynch, Prudential Securities, UBS, Wells Fargo and Pruco Securities have all settled cases with FINRA for mutual fund sales and supervisory violations...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Are HSAs Still an Opportunity for B-Ds?
Speakers at SIFMA hint that the market potential is large but key barriers continue to slow growth in Health Savings Accounts...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Fido Advisor Platform Reports Record Breaking 2007
Fidelity reports double digit increases last year for the key numbers of its Advisor 401(k) platform...
401kWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Vegas Union Taps a New Provider
New York Life has landed a $215 million 401(k) plan...
401kWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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First Merc Finds a Buyer
UPDATED| After months on the market First Merc has found a buyer for its 140,000 participant 401(k) plan...
401kWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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The SEC Has Come Knocking on Morgan Keegan's Door
The SEC wants to take a closer look at Morgan Keegan's mutual funds...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Two Ex-UBS Employees Plead Guilty to Insider Trading
A UBS executive and a former trader pleaded guilty to insider trading charges in a Manhattan courtroom yesterday...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Nuveen Reports Higher AUM for Q4
Nuveen has turned in its Q4 report card...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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Southwestern Advisors Merge and Look For More
The combined firm works with over $600 million in retirement plan assets.
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401kWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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FundTrack Quizzes Brennan on Vanguard Ownership Structure
John Spence raises the question of whether the unique ownership structure of Vanguard will stay intact after the CEO switch...
MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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How Are Money Funds Weathering Market Turbulence?
Weekly money-market inflows hit $19.65 billion.
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MutualFundWire.com -
Thursday, February 28, 2008
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Reader Rating: 1
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New York Engineers Pick New Provider
An engineering union in New York has gone with a new provider for its $184-million DC plan...
401kWire.com -
Wednesday, February 28, 2007
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Reader Rating: 1
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BenefitStreet on the Hunt for Marketing VP
The West Coast-based recordkeeper, which is eyeing an IPO this year, plans to fill the new post in the next few months...
401kWire.com -
Wednesday, February 28, 2007
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Reader Rating: 1
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Seen & Heard at ASPPA 2007
Fee disclosure, being a fiduciary and diversity all came up at this year's conference in San Diego...
401kWire.com -
Wednesday, February 28, 2007
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Reader Rating: 1
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Fee Transparency For All
An industry lobbyist gives his thoughts on the DoLs proposed disclosure requirements and the upcoming hearings in Congress...
401kWire.com -
Wednesday, February 28, 2007
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Reader Rating: 1
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Tire Company To Freeze DB Plan
Another Fortune 500 company has joined the shift away from DB plans...
401kWire.com -
Wednesday, February 28, 2007
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Reader Rating: 1
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Fido Pairs Up with JP Morgan Chase
Fidelity has tapped into JP Morgan Chase's new issue pipeline for its retail brokerage customers. The Boston Behemoth said Tuesday that the partnership will provide its customers access to IPOs and fixed income offerings from the Wall Street bank and underwriter...
MutualFundWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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FBR Puts Funds Up for Adoption
M&T Bank has adopted two funds from Friedman, Billing, Ramsey Group (FBR). Both funds invest in municipal bonds and will br rebranded with the MTB name once the deal is complete...
MutualFundWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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Mutual Fund Store Lands VC Cash
The Mutual Fund Store has taken a round of venture financing. The ten-year-old advisory firm will use the funds to build its business. It currently operates in 30 locations across the country and is headquartered in Overland Park, Kansas and Palo Alto, California...
MutualFundWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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GM Adopts Roth 401k
The auto giant will make the option available in July. The move may kickstart the Roth market...
401kWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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Newport Group Hunts National Sales Manager
The plan adminstrator is seeking a sales chief for its retirement product line...
401kWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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Kitcoff-APSI Adopts Patni DC BPO Service
The TPA has tapped the India-based business process outsourcer to speed its growth while keeping costs in check...
401kWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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401k ASP Adds Sales and Monitoring Tools for TPAs
The online recordkeeper debuts a new suite of tools for its partners at the ASSPA 401(k) Summit...
401kWire.com -
Tuesday, February 28, 2006
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Reader Rating: 1
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EBSA Goes After Two More Sponsors
The DoL's EBSA arm continues to go after plan sponsors who let down participants. This time sponsors in Florida and New Jersey are targets...
401kWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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Russell Investments Taps FRC Exec
The consulting firm is looking to hire new analysts as one leaves to join Russell Investment Group...
401kWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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Bain Recommends Three Ways to Win Rollovers
The consultant takes a look at the IRA rollover market. Not surprising it sees a big opportunity...
401kWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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Former Enterprise CEO Joins Witter
The former chairman and CEO of the Enterprise Funds has moved to investment manager William D. Witter. Victor Ugolyn takes the titles of president and chief executive officer at the New York City money manager...
MutualFundWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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State Street Recognized for European Efforts
State Street Corporation is ICFA Magazine's "European Mutual Fund Administrator of the Year" for 2005. The magazine handed out at the award at its 2005 European Custody and Fund Administration Awards.
..
MutualFundWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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Putnam Names Global Core Equity Manager
Boston-based Putnam Investments named Bradford S. Greenleaf as managing director and portfolio manager for its Global Core Equity on Monday. He also joins the portfolio management team of the Putnam Global Equity Fund.
..
MutualFundWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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New Hires to Help Russell Expand its Distribution
Executives from Bisys' FRC unit and Pacific Life have signed on at Russell Investment Group. The new hires at the Tacoma, Washington-based manager of managers will focus on creating institutional partnerships and marketing to individual investors. Russell executives said that both of the hires will play "key roles" in the expansion of Russell's national distribution network...
MutualFundWire.com -
Monday, February 28, 2005
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Reader Rating: 1
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McLane Company Makes 401(k) Selection
The company taps an Atlanta-based provider for its flexibility and education-communications...
401kWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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Fidelity Waives, Cuts Loads On 10 Funds
The load is waived on Fidelity Contrafund for Four Months; and cut for nine international funds...
MutualFundWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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AUL Looks to Launch New Product
The provider arm of the insurance company is looking to add a new product for its third-party channel...
401kWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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Protegent Names New CMO
The industry technology vendor taps a Fidelity marketing pro...
MutualFundWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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Wholesalers See New Compensation Plans Amid Downturn
A recent FRC study finds that new management and compensation practices are spurring changes in the fund-distribution world...
MutualFundWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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Janus Capital Launches Risk-Managed Stock Fund
The new fund seeks to capture excess returns on volatility between individual stocks...
MutualFundWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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Templeton to Re-open Long-Short Fund
The fund firm aims to take advantage of new long and short-selling opportunities around the world amid unceasing market volatility...
MutualFundWire.com -
Friday, February 28, 2003
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Reader Rating: 1
|
UBOC to Add to Sales Talent, Beefs Up DB-DC Efforts
The bank aims to provide expanded and flexible service with its recent moves...
401kWire.com -
Friday, February 28, 2003
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Reader Rating: 1
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FT Launches New Evaluation Service
The firm intros a fair value evaluation service for international equities...
MutualFundWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Mutual Fund Dip
Decrease in Assets
Wrap Biz at Lord Abbett...
MutualFundWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Mutual Fund Dip
Decrease in Assets
Wrap Biz at Lord Abbett...
401kWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Bank Outsources DC Admin
Yet another bank is dropping its full-service product in favor of a third party administrator. ..
401kWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Reforming 401ks
There just might be a simple fix for 401k plans woes, and it can be implemented today without any new laws...
401kWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Hewlett Heirs Solicit 401k Votes
The Compaq-HP proxy fight reveals yet another potential liability raised by company stock...
401kWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Fido Keeps Growing
Fidelity says it added another million participants in 2001 as it undergoes the transformation from an asset management firm to a service company...
401kWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Capital Resource Advisors Signs Exec
There is a new face at the Atlanta office of the consulting firm...
MutualFundWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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T. Rowe Expands Relationship with Morningstar
The two firms deepen their online relationship...
MutualFundWire.com -
Thursday, February 28, 2002
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Reader Rating: 1
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Not Dis-Gruntaled Now
Gruntal inks a deal with a e-401k distributor.
..
401kWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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February 28, 2001
Janus Still Nose-Down in January ... Web Reduces Clutter, Adds Choice to Benefit Plans..
401kWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Capone to Leave SEC
Departing on tax day, the chief accountant leaves a question mark in his shoes...
MutualFundWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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February 28, 2001
Janus Still Nose-Down in January ... Web Reduces Clutter, Adds Choice to Benefit Plans..
MutualFundWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Is Foliofn Looking Eastward?
A recent influx of capital points the way for the basket trader...
MutualFundWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Rydex and E*Trade Get Cozier
401k for Brokers ... Rydex and E*Trade Get Cozier ... Enterprise M&A Launched ... Quickening at Invesco ... New Prez for Schwab Division..
MutualFundWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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401k for Brokers
401k for Brokers ... Rydex and E*Trade Get Cozier ... Enterprise M&A Launched ... Quickening at Invesco ... New Prez for Schwab Division..
401kWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Making Insurance Into Funds
Abracadabra! The Hartford tries to bridge the gap between brokers and insurance.
..
MutualFundWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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NY Life Gets 20/20 Vision
Firm snags plan administration after Cigna loses focus...
401kWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Brokering a 401k Deal
What was Ameritrade and Persumma's Nasdaq announcement all about?..
401kWire.com -
Wednesday, February 28, 2001
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Reader Rating: 1
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Deutsche Hires RIA Marketer
Deutsche Bank has hired a new wholesaler for the Mid-Atlantic and Southeast regions for its RIA relationships...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Kinetics Plans Television Campaign
The Internet Fund's investment advisor will be initiating an ad campaign on CNBC intended to showcase its new logo and new funds...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Waddell & Reed Acquires Fund Firm
Waddell & Reed to expand presence in 403(b) market with acquisition of The Legend Group...
MutualFundWire.com -
Monday, February 28, 2000
-
Reader Rating: 1
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Waddell & Reed Acquires Fund Firm
Waddell & Reed to expand presence in 403(b) market with acquisition of The Legend Group...
401kWire.com -
Monday, February 28, 2000
-
Reader Rating: 1
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It's a Wireless World
Guinness Flight already has a Wired Fund, now it has launched a new Wireless World fund and will be launching others in the genre shortly...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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The State of Online Advice
Forrester Research releases its report on online advice service providers and the rankings don't look good...
401kWire.com -
Monday, February 28, 2000
-
Reader Rating: 1
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Turner Micro-Cap Closing
Turner Investment Partners will be closing the doors to new investments on its two-year old micro-cap fund...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Communications en Espaņol
Portland, Oregon-based Arnerich Massena can now provide a Spanish-language version of its newsletter for participants in retirement plans such as 401(k) plans. Both English and Spanish versions contain market news and commentary as well as information to assist with retirement planning...
401kWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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ETFs Get European
The London Stock Exchange is creating an exchange that will list ETFs. Barclays will be the first to list with others soon following suit...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Socially Conscious Investing With A Twist
Oakland's Jim Bell reconciles investing and more lofty pursuits...
MutualFundWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Trials and Tribulations of Staffing
Hiring qualified staff members and training them is an ongoing challenge in the financial services industry. At the Investment Company Institute's Retirement Plans Conference, in sunny Phoenix, Arizona, a panel of industry leaders tackled just that problem, focusing on the customer service sides of their business...
401kWire.com -
Monday, February 28, 2000
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Reader Rating: 1
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Odd Lots, February 28, 2000
Vanguard Aims Low ... Fortune v. S&P ... There's no place like home...
401kWire.com -
Monday, February 28, 2000
-
Reader Rating: 1
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Odd Lots, February 28, 2000
Vanguard Aims Low ... Fortune v. S&P ... There's no place like home...
MutualFundWire.com -
Monday, February 28, 2000
-
Reader Rating: 1
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Chicago Trust Announces Wins
The Chicago vendor announces its new wins since the beginning of 1999...
401kWire.com -
Sunday, February 28, 1999
-
Reader Rating: 1
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