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News Stories Archives - Since 1998
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BlackRock Repeats As Passive Inflows Rise By $36B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 26, 2024
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Reader Rating: 1
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3 Lawyers, a Union Prez, and an FA Will Join the ERISA AC
The five new advisory council members will take their seats next week, and a new vice chair will also rise...
401kWire.com -
Thursday, December 26, 2024
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Reader Rating: 1
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The 24 Most Popular 401kWire Stories of 2024
Here's a glimpse back at what 401kWire members read in this crazy year...
401kWire.com -
Thursday, December 26, 2024
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Reader Rating: 1
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12 of MFWire's Most Popular 2024 Stories
Here's a glimpse at what MFWire readers checked out in this crazy year.
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MutualFundWire.com -
Thursday, December 26, 2024
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Reader Rating: 1
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Empower and Stifel Help a New England TPA With Its 1st PEP
The new offering is expected to debut next week...
401kWire.com -
Thursday, December 26, 2024
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Reader Rating: 1
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A $99.5B-AUM Shop Turns On a Bond ETF-of-ETFs
The new, passively managed fund debuted last week on the Nasdaq...
MutualFundWire.com -
Tuesday, December 26, 2023
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Reader Rating: 1
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A Carolina Team Enters the PEP Space
The new PPP has a plan set to launch next year...
401kWire.com -
Tuesday, December 26, 2023
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Reader Rating: 1
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A 119,000-Resident TX City Reups
A Texas city renews a contract with MissionSquare...
401kWire.com -
Tuesday, December 26, 2023
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Reader Rating: 1
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A $1.2T-AUM AM Gains 2 Chiefs
The multi-boutique asset manager is part of a big bank and has a U.S. arm...
MutualFundWire.com -
Tuesday, December 26, 2023
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Reader Rating: 1
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Pre-Launch, Reliance Wins Over an Ohio PEP
The new pooled employer plan remains slated to launch next week...
401kWire.com -
Tuesday, December 26, 2023
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Reader Rating: 1
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Our 19 Most Popular Columns of 2019
What did you and your fellow KPAs want to read about this year?..
401kWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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An Acquirer Hunts For a U.S. Distro Platform
They're also looking to invest in specialized fixed income and alts shops...
MutualFundWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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SECURE, And ...
The long-awaited bill wasn't the only retirement-related piece attached to the spending packages that passed last week...
401kWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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1st For Boomers, 2nd For Gen Xers, and 5th For Millennials
New research highlights the generational gap in how workers prioritize saving for retirement...
401kWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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An Expanding AM Supertanker Still Had a Tough Year
The FT highlights the woes of an acquisitive, publicly traded asset manager...
MutualFundWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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From Three to 25, In Three Years
A TPA's national sales director plans a dramatic expansion of his team...
401kWire.com -
Thursday, December 26, 2019
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Reader Rating: 1
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Can This Startup Make 401k Heroes Out of Everybody?
A KPA teams up to take a tool out to the broader DC marketplace...
401kWire.com -
Wednesday, December 26, 2018
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Reader Rating: 1
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A 15-Year Franklin Vet Departs
A 15 year veteran at Franklin Templeton departs from the company. ..
MutualFundWire.com -
Wednesday, December 26, 2018
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Reader Rating: 1
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13 Years In, a Key Transamerica Exec Rises Again
The executive now oversees the distribution teams for all of the insurer's business lines, including retirement plans...
401kWire.com -
Wednesday, December 26, 2018
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Reader Rating: 1
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SRP Adds Four Offices and Keeps Hunting
The Kestra-affiliated KPA aggregator now has 17 locations and more than $11 billion in assets...
401kWire.com -
Wednesday, December 26, 2018
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Reader Rating: 1
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The Five Most Successful ETF Launchers of 2018
A trade pub highlights the 10 new ETFs and ETNs that have brought in the most assets this year...
MutualFundWire.com -
Wednesday, December 26, 2018
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Reader Rating: 1
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First Trust and Bridge Builder Take the Lead
The two firms had the best November inflows numbers among fund firms with between $10 billion and $100 billion in AUM...
MutualFundWire.com -
Tuesday, December 26, 2017
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Reader Rating: 1
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A West Coast RKer Launches Target Date Models
An insurer's retirement plan provider arm is officially rolling out a new TDF offering next week...
401kWire.com -
Tuesday, December 26, 2017
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Reader Rating: 1
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In 2018, This PA OSJ-RIA Will Boost Its KPA Support
The firm, which works with 100 registered reps and IARs and about 200 insurance agents, is also moving into a new headquarters...
401kWire.com -
Tuesday, December 26, 2017
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Reader Rating: 1
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USI Hires a Wholesaler in Charlotte
USI Consulting Group hires a former OneAmerica employee. ..
401kWire.com -
Tuesday, December 26, 2017
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Reader Rating: 1
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Trump's SEC and EBSA Picks Got Early Christmas Presents on the Hill
The tax bill isn't the only thing the Senate approved last week...
MutualFundWire.com -
Tuesday, December 26, 2017
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Reader Rating: 1
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Henderson Global Takes a Gap Term
The British multinational’s US arm just launched its second and third new mutual fund of the quarter...
MutualFundWire.com -
Friday, December 26, 2014
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Reader Rating: 1
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DoL Investigates a Stumbling Retailer's 401(k)
The $228-million plan holds about $3.5 million of company stock...
401kWire.com -
Friday, December 26, 2014
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Reader Rating: 1
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RayJay Wins Over a Morgan Stanley KPA Team
A KPA shop in Atlanta and Savannah, Georgia switches B-Ds...
401kWire.com -
Friday, December 26, 2014
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Reader Rating: 1
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Artisan Down Under
The Wisconsin mutual fund shop is opening up a new office, on the other side of the world...
MutualFundWire.com -
Friday, December 26, 2014
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Reader Rating: 1
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An IndexUniverse Analyst Picks 5 ETFs for 2014
Paul Baiocchi picks his favorites for the coming year...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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St. Jack Chronicles the Costs of Mutual Funds
In an academic article, Vanguard founder compiles table of expenses...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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This Fund Uses the Data of Eight Libraries of Congress
InvestmentNews drills down on a year-old alt fund that use a database eight times the size of the Library of Congress, or four Wikipedias...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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Fido Pulls a Switcheroo on Two Dividend Funds
Boston Behemoth replaces PM on both products...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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A 401k RIA Giant Launches Collective Funds
A national shop converts risk-based asset allocation managed accounts into the pooled, trust-based structure...
401kWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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Highland's Board Signs on a Minor League Owner
Former Hartford EVP and chief investment strategist sits on a number of boards...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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A Promoted Great-West Exec Targets Cities
A Great-West vet has been promoted to national accounts director to specialize in the firm's select 457 plan. ..
401kWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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The Kids Are Alright with TDFs
At the end of 2012, 52 percent of 401(k) plan participants in their twenties had target date funds...
401kWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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BCG Moves
The producing, RKing TPA and B-D opens a new HQ...
401kWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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INews Declares American Funds' Comeback
Financial pub peers at the drivers behind the active manager's bounce back...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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SeekingAlpha Sees More Upside for Waddell
Investor site drills down on the fund firm's accelerated growth in a number of channels...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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Sauter Isn't Worried
Why worry about what the markets will do in 2014, former Vanguard CIO tells WSJ...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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Reformed Broker: Active Managers Fail in Persistence
Why does Vanguard enjoy killer flows? Good active managers aren't good for very long...
MutualFundWire.com -
Thursday, December 26, 2013
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Reader Rating: 1
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Chiricotti Throws Down His Gauntlet for Advisor Evaluation
The CFDD chief will make the process of searching for and evaluating retirement plan advisors a central topic for his 2013 conference...
401kWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Schwab Retirement Adds 3,000
The brokerage giant's retirement plan unit's participant count grows by 0.2 percent in one month and 5.5 percent year-over-year...
401kWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Pruco Takes an $11MM Hit for Slow Order Processing
Finra has fined the Prudential subsidiary...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Ex-MSIM Exec and Retired Admiral Join OpFunds Board
Exec handled operations for Morgan Stanley’s investment unit, while the retired admiral was former vice chairman of the U.S. Joint Chiefs of Staff...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Elite K Advisors Want PM Access, Collective Funds and I Shares
A DC industry consulting shop releases new data on what retirement plan advisors look
for in their "go to" fund families...
401kWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Mutual Fund Revenue Expected to Grow, Slightly
IBISWorld anticipates some growth, but also more industry concentration and, even lower fees...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Raymond James InVests in a $3B Asset Manager
The broker-dealer's asset management and mutual fund arm now owns 45 percent of a SoCal shop...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Capital Group Fights a Fed Plan for Banks
The mutual fund shop behind American Funds is lobbying against a
proposal related to bank holding companies and debt...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Obama Picks El-Erian to Lead a Presidential Council
According to several sources.
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MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Is Self-Indexing Causing Conflicts?
M* says the trend is deeply dividing the industry...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Morgan Keegan Fallout Hits an Accounting Bigwig
After the SEC attacked the directors of the fallen mutual fund shop, a
trustee steps down from the foundation overseeing FASB and GASB...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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SEC Delays Ruling on iShares Copper Fund
Some are worried the proposed fund will distort prices...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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Stock-Weary Have Missed $200B in Market Gains
Ownership in equity funds still low...
MutualFundWire.com -
Wednesday, December 26, 2012
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Reader Rating: 1
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An Asset Manager's Co-Founder Dies
Roy Neuberger passed away on Friday at the age of 107...
MutualFundWire.com -
Sunday, December 26, 2010
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Reader Rating: 1
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AP Highlights Treasury Money Funds' Pain
It's not easy when yields approach zero...
MutualFundWire.com -
Friday, December 26, 2008
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Reader Rating: 1
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Several Managers Discourage Rebalancing
The Friday Fund Track focuses on investing strategy...
MutualFundWire.com -
Friday, December 26, 2008
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Reader Rating: 1
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Some ETFs Are Handing Out Sizable Capital-Gains Distributions
One of the marketing pitches for ETFS has been that investors can avoid capital-gains tax bills with these investment vehicles. The scenario this year, however, could create a dent on that pitch, according to The Wall Street Journal's Ian Salisbury in today's Fund Track column...
MutualFundWire.com -
Wednesday, December 26, 2007
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Reader Rating: 1
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457 Specialist Hires New Marketer
The firm goes outside of the industry to hire a marketing SVP. IRAs and a new 529 program are high on the to do list...
401kWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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OppFunds Adds Bond Offering
The firm is planning a total return bond fund for its family...
MutualFundWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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Ad Spending Falls to Pre-Bubble Levels
Even with a raft of new products such as 529 Plans and Indy-Ks, the industry is still tightening its purse strings when it comes to ad spending...
MutualFundWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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Van Wagoner Adds Small Account Fee
Though its assets are down nearly 90 percent, the firm plans a new growth offering...
MutualFundWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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DataLynx SMA Set to Go Live in Q1
The custodian is working hard to make sure its managed account offering is ready for its annual client conference in February...
MutualFundWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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Investment Options, Performance Lead Priorities
A diverse investment menu comes out on top, ahead of plan provisions, with respect to features considered for DC plans, according to an industry study...
401kWire.com -
Thursday, December 26, 2002
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Reader Rating: 1
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Brokerage Offers e401k
Gruntal is the latest firm to offer a Web-based 401k for its brokers...
401kWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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Barclays Eyes 401k's
The institutional behemoth sees the Web as a way to break into the lucrative small-employer retirement market...
MutualFundWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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BGI Seeks e401k Partners
The institutional behemoth sees the new Net platforms as a way to move its business down market...
401kWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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Firm To Add Staff
Turner is seeking sales, support and investment management staff as it executes a plan to diversity its $10 billion business...
MutualFundWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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December 26, 2000
Fund Investors Web Usage is Flat ... Pimco Tech Fund is Tops ... Fund Managers Shop Retail...
401kWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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December 26, 2000
Fund Investors Web Usage is Flat ... Pimco Tech Fund is Tops ... Fund Managers Shop Retail...
MutualFundWire.com -
Tuesday, December 26, 2000
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Reader Rating: 1
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Dallas Grows Its Plan
Dallas County, Texas maintained its relationship with PEBSCO for its deferred compensation plan while also contracting with Great West Life in order to secure further investment options as well as investment education, writes Pensions & Investments. PEBSCO will continue to provide the $37 million fund with 10 investment options which will be supplemented by Great West's 10 to 12 alternatives...
401kWire.com -
Friday, December 26, 1997
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Reader Rating: 1
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