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Fund Profiles
News Stories Archives - Since 1998
A $16.6B-AUM Firm Streams Into the ETF Space, And ...
The team at a publicly traded firm in the Lone Star State is rolling out their first exchange-traded fund and prepping their second...
MutualFundWire.com - Wednesday, April 10, 2024
A WI TPA Enters the PEP Space, And ...
The Midwestern shop's team is planning their first two pooled employer plans...
401kWire.com - Wednesday, April 10, 2024
Vestwell, With an AMA Ally, Powers a 190-Location Brokerage's New 401k Offering
The team at an aggregator near Chi-Town is teaming up for a small-market retirement plan solution...
401kWire.com - Wednesday, April 10, 2024
Two Years In, an Ex-B-D Chief and Banker Takes Over a Ret Fintech
His predecessor led the VC-backed firm for eight years...
401kWire.com - Wednesday, April 10, 2024
Fundster Headcount May Trend "Much Lower In Medium to Long-Term"
A consulting firm expects operations and back office teams to be hit especially hard by the coming shrinkage...
MutualFundWire.com - Wednesday, April 10, 2024
NestEggs, Schwab Team Up For a Family Office PEP
The new pooled employer plan is expected to debut next month...
401kWire.com - Wednesday, April 10, 2024
A $276.5B-AUM Firm's Fund Services Chief Retires
A 29-year company veteran succeeds the outgoing leader...
MutualFundWire.com - Monday, April 10, 2023 Views
A Wisconsin KPA Shop Rebrands
The firm is affiliated with LPL and PAG...
401kWire.com - Monday, April 10, 2023 - Reader Rating: 4
Over 20,000 Employers In Two Years
The new offering now has more than $500 million in assets...
401kWire.com - Monday, April 10, 2023
Key Brings an Eight-Year Voya Vet to Lincoln
The new hire now serves as national director of consultant relations on the publicly traded insurer's RPS team...
401kWire.com - Monday, April 10, 2023 - Reader Rating: 5
Week In Preview, April 10 - April 16
This week, the teams at ERIC, Fi360, RPAG, Spark, That401kSite.com, and WIPN are hosting events...
401kWire.com - Monday, April 10, 2023
Week In Preview, April 10 - April 16
This week, the team at MFDF is hosting an event, and some firms in the mutual fund business are releasing earnings reports...
MutualFundWire.com - Monday, April 10, 2023 Views
Two Top Execs, One Ex-DC, Leave Voya
One previously led the tax-exempt retirement plan business at the giant provider...
401kWire.com - Wednesday, April 10, 2019
A 10-Year RIA Specialist Leaves Allianz GI
A director of business development in the southeast departs...
MutualFundWire.com - Wednesday, April 10, 2019 Views
Outside 401k, an Ex-Principal Bigwig Rises at Great American
He is based in Cincinnati, Ohio. ..
401kWire.com - Wednesday, April 10, 2019
TIAA Tells Customers "How Life Will Be In Retirement"
The company added a new feature to its Retirement Profile tool..
401kWire.com - Wednesday, April 10, 2019 - Reader Rating: 5
A Record $5.4T and Counting
A particular segment of the global asset management industry reached new heights last month...
MutualFundWire.com - Wednesday, April 10, 2019 Views - Reader Rating: 4
An Empire State RKer Upgrades Online
A publicly traded firm releases new features for its 401(k) participant and advisor portals...
401kWire.com - Wednesday, April 10, 2019
Tremko Hires, and Hints at More
The retirement branch of a well known insurance broker has welcomed a new SVP and regional sales director, the second newly created leadership position since December...
401kWire.com - Tuesday, April 10, 2018
What Is American Beacon's Parent Searching For?
The multi-boutique is "still very active" in M&A, its new president tells MFWire...
MutualFundWire.com - Tuesday, April 10, 2018 Views
A New Jersey AI Startup Seeks DC Allies
Looking to think forward with artificial intelligence? An NJ start up is offering an AI experience, funded by Newark Venture Partners...
401kWire.com - Tuesday, April 10, 2018
The Tale of Casey Quirk
A trade pub profiles John Casey and his consulting shop to asset managers...
MutualFundWire.com - Tuesday, April 10, 2018 Views
MassMutual Sales Director Departs the Rker
Finra's Brokercheck confirms that as of March 23, 2017, this executive is no longer licensed with the with MML Distributors, the brokerage firm of MassMutual. ..
401kWire.com - Monday, April 10, 2017 - Reader Rating: 2.5
Follow the Fundsters - April 10, 2017
Hires, fires, and the like! ..
MutualFundWire.com - Monday, April 10, 2017 Views
A TAMP Dives into the Fund Biz
The Berwyn, PA-based TAMP has launched its first suite of funds...
MutualFundWire.com - Monday, April 10, 2017 Views
DB Goes Big in DC
Washington is making some waves in the DB space and you should be paying attention to it... ..
401kWire.com - Monday, April 10, 2017 - Reader Rating: 5
T. Rowe Price is Hiring in Maryland
Recordkeeper T. Rowe Price is hiring a lead manager for small market retirement plans product management and development (PMD) in the Baltimore, Maryland area. ..
401kWire.com - Monday, April 10, 2017
AXA Unveils New Platform
This platform includes access to the broad mutual fund marketplace.....
401kWire.com - Monday, April 10, 2017
Fink Walks a Fine Line
BlackRock's CEO says robots aren't replacing humans, but his actions suggest otherwise...
MutualFundWire.com - Monday, April 10, 2017 Views
NAGDCA Makes Its Indiana Decision
What will the public defined contribution retirement plan trade group do about the location of its national conference, slated for this fall?..
401kWire.com - Friday, April 10, 2015
Which Investment Consultant Will Land These $549.6MM Texan Plans?
An international airport searches for an investment consultant for its DB and DC plans. ..
401kWire.com - Friday, April 10, 2015
Here's How an RIA Inspired BlackRock's Latest, M*-Powered ETF Design
Business people across the spectrum, including fundsters, often describe new products or services as being developed in response to customer demand or feedback. Here's an unusual example where that inspiring customer was a big part of the process...
MutualFundWire.com - Friday, April 10, 2015 Views
Should 401k Folk Be Thankful For Obamacare?
As a result of the Affordable Care Act (ACA), 43 percent of small business owners say they have already increased their contribution to retirement plans, according to a new survey that was released today...
401kWire.com - Friday, April 10, 2015 - Reader Rating: 3.5
Citi Sells Its Funds TA Biz to an Ally
A software giant is beefing up its transfer agency business by buying the U.S. long funds TA biz from Citibank...
MutualFundWire.com - Friday, April 10, 2015 Views
A Hollywood Knight Buys a $22B KPA Shop
A film producer's family office just acquired a Southern California advisory firm that specializes in supporting large retirement plans...
401kWire.com - Friday, April 10, 2015
The Stock Funds Have No Heroes
Bond fund PMs and hedgers are now in the spotlight. Where are the star stock pickers?..
MutualFundWire.com - Friday, April 10, 2015 Views
RIAs, Heed This Rollover "Reminder"
An attorney with a powerhouse ERISA law firm warns registered investment advisors that brokers aren't the only ones who should be paying attention to some new guidance from Finra...
401kWire.com - Thursday, April 10, 2014
APAM Shares Take a Nearly 8 Percent Hit
Stock has steadily declined since firm requested last week to sell an additional 10 million shares...
MutualFundWire.com - Thursday, April 10, 2014 Views
A CitiStreet Alum Leaves ExpertPlan
Another top exec leaves the micro-market recordkeeper now owned by Ascensus...
401kWire.com - Thursday, April 10, 2014 - Reader Rating: 3.5
Iverson and Co Debut a Wellness Tool for Sponsors
The new tool is part of Boulevard R's Retiremap program...
401kWire.com - Thursday, April 10, 2014
Hancock's Arnott Starts a Scribe Squad
Hancock builds an in-house editorial team to improve quality of communications materials...
MutualFundWire.com - Thursday, April 10, 2014 Views
A Midwestern Provider Offers FAs and Wholesalers a Mobile Advantage
The Retirement Advantage is getting mobile app friendly, providing as easier way for wholesalers and advisors to attain information...
401kWire.com - Thursday, April 10, 2014
Meritage Forges Funds, and Alliances
Kansas-based equity shop launches three funds and develops key partnerships to court advisors...
MutualFundWire.com - Thursday, April 10, 2014 Views
A $1.5B 457-401a Combo Seeks Bids for RKing and Stable Value
The board of an Arizona city's DC plans is issuing a recordkeeping RFP later this month, and has one open for a stable value manager. ..
401kWire.com - Thursday, April 10, 2014 - Reader Rating: 4.5
The Self-Described "Turbo Tax of 401k Investing" Wants Your Participants
A new player launches a website to help do-it-yourself participants make the most of their self-directed brokerage accounts...
401kWire.com - Thursday, April 10, 2014 - Reader Rating: 1.5
Grownups and Investors Go Hand in Hand
A Morningstar report indicates that good stewardship and low fees lead to better performance...
MutualFundWire.com - Thursday, April 10, 2014 Views
The Alfreds Reorg and Expand BrightScope's Sales Force
The SoCal-based data and benchmarking specialists boost their sales force...
401kWire.com - Thursday, April 10, 2014 - Reader Rating: 3
Obama Proposes Limits on Deductions and 401k Balances
Trade groups are already firing back against ideas included in the U.S. President's proposed fiscal 2014 budget...
401kWire.com - Wednesday, April 10, 2013 - Reader Rating: 5
The Next Gig for the Week of April 10, 2013
Read up on all the latest career developments in the mutual fund industry...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Whitman Expands Putnam's DC I-O Team By Three
Three regional investment specialists have been brought aboard ó two outside hires and one internal...
401kWire.com - Wednesday, April 10, 2013
Some Fundsters Roll Out the Red Carpet
Firm will host red carpet advance screening of new Jackie Robinson film which will be attended by all the movie's stars...
MutualFundWire.com - Wednesday, April 10, 2013 Views
An ETF Shop Hires a Capital Markets Chief
A former ProShares executive will all market-making and capital-market trading relationships, and assist with institutional distribution...
MutualFundWire.com - Wednesday, April 10, 2013 Views
A West Coast Shop Makes a Top DC I-O Hire
The exec will be based in Chicago...
401kWire.com - Wednesday, April 10, 2013
Lawyers Sniff Around the RIA Pay-to-Play Story
Legal eagles turn the microscope onto mutual fund firm payments to advisors...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Vanguard and Ascensus Extend Their Reach
The low-cost mutual fund titan and the open-architecture RKer expand their partnership...
401kWire.com - Wednesday, April 10, 2013
Mary Jo White's Reign Begins
The new chair of the SEC is sworn in...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Capping Account Size Would Hit the Young Harder
EBRI looks at a potential cap on savings accumulation...
401kWire.com - Wednesday, April 10, 2013 - Reader Rating: 4
Niche Passive Funds, WSJ Frowns on Thee
The national pub highlights the problems with some of the newer passive products...
MutualFundWire.com - Wednesday, April 10, 2013 Views
How Does M* Analyze Stock-Picking?
The mutual fund ratings specialists delve into their own process...
MutualFundWire.com - Wednesday, April 10, 2013 Views
WSJ Appreciates One of Vanguard's ETFs
The national pub highlights a specialty product from the low-cost mutual fund giant...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Get Ready for a New SEC Money Fund Proposal
One commissioner says it's coming within two months...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Mutual Funds Aren't Dismissing Activist Investors
Institutional investors are listening to rabble rousers, at least sometimes...
MutualFundWire.com - Wednesday, April 10, 2013 Views
Transamerica Helps Participants Renew Their 401k Commitments
The bundled provider launches a new online program...
401kWire.com - Tuesday, April 10, 2012
There's a New 401k Industry Coalition Collecting Leaders
The group serves as an agency focused on regulatory advising...
401kWire.com - Tuesday, April 10, 2012 - Reader Rating: 3
A Veteran Vanguard Fund Manager Dies
The co-founder and chairman emeritus of PRIMECAP Management Company, and longtime co-manager of five Vanguard funds has died...
MutualFundWire.com - Tuesday, April 10, 2012 Views
USAA Hires an Ex-Hartford Chief
Dan McNamara, president of USAA has found his third party distribution head right on schedule...
MutualFundWire.com - Tuesday, April 10, 2012 Views
A Software Titan Targets 401ks
A West Coast RKer teams up with a company with four million small business clients...
401kWire.com - Tuesday, April 10, 2012 - Reader Rating: 3.75
Racial Disparities Persist in 401k Distributions
The report reveals that African-American and Hispanic workers are saving less for retirement...
401kWire.com - Tuesday, April 10, 2012
Neuberger's Sales Force and Reach Expand
The Big Apple mutual fund firm is targeting wirehouses and regional B-Ds...
MutualFundWire.com - Tuesday, April 10, 2012 Views - Reader Rating: 5
A Consulting-Legal Alliance Handles Fiduciary Outsourcing
The partners say theirs is the first solution of its kind to incorporate all three levels of protection under ERISA...
401kWire.com - Tuesday, April 10, 2012
Butch, Dorsey, Gatch and Rice Win Big
Fund Industry Intelligence announced the winners of its 2012 Mutual Industry Awards...
MutualFundWire.com - Tuesday, April 10, 2012 Views
Traditional Equity Funds Close the Flow Gap With ETFs
A Reuters contributor says the death of actively managed mutual funds has been greatly exaggerated...
MutualFundWire.com - Tuesday, April 10, 2012 Views - Reader Rating: 5
Bernanke Stands with Schapiro on Money Fund Reform
The Fed chief talked up the topic of money fund reform during his Atlanta appearance on Monday...
MutualFundWire.com - Tuesday, April 10, 2012 Views
First Trust Prepares to Follow Hedge Funds
The Prairie State mutual fund firm files to launch a new ETF...
MutualFundWire.com - Tuesday, April 10, 2012 Views
A Fidelity Bigwig Decamps to Putnam
Bob Reynolds has recruited one of the top executives at FMRCo over to Putnam...
MutualFundWire.com - Friday, April 10, 2009 Views
Reynolds Touts Assets in Absolute Return Funds
Putnam executives on Thursday gave an asset update and said nearly 1,300 FAs have sold the funds, which launched in January...
MutualFundWire.com - Friday, April 10, 2009 Views
GOOD FRIDAY HOLIDAY
The 401kWire is closed to observe Good Friday. We will return on Monday...
401kWire.com - Friday, April 10, 2009
DailyAccess Hires Another BenefitStreet Alum
The new hire will serve as regional sales director for the Midwest...
401kWire.com - Thursday, April 10, 2008 - Reader Rating: 1
Merrill Gears Up for Q1 Write Down
Merrill Lynch is gearing up for another write down for the first quarter...
MutualFundWire.com - Thursday, April 10, 2008
Former Recruiting Exec Leaves CapTrust
Industry insiders say a provider veteran and ex-managing director is headed out the door of the North Carolina-based advisory firm...
401kWire.com - Thursday, April 10, 2008 - Reader Rating: 3
Fee Disclosure Vote Scheduled for Wednesday
More than a year after its first hearing on the subject, a House Committee is set to give its verdict to one of the 401k fee disclosure bills in Congress...
401kWire.com - Thursday, April 10, 2008
Hartford Hunts for Wholesalers
The Simsbury, Connecticut-based provider is looking to fill two new wholesaler posts...
401kWire.com - Thursday, April 10, 2008 - Reader Rating: 3
Principal Unveils 403b Tool
The Des Moines, Iowa-based provider has released a step-by-step guide for plan sponsors...
401kWire.com - Thursday, April 10, 2008 - Reader Rating: 5
Scottsdale Firm Enters the B-D Business
Alare Capital Securities has become a b-d...
MutualFundWire.com - Thursday, April 10, 2008
UNIFI Shoots for a 20-Percent Sales Growth
The provider also plans to add a wholesaler soon...
401kWire.com - Thursday, April 10, 2008 - Reader Rating: 3
Janus Sells Digital Print Biz for $14.5 Million
The Denver firm has sold the digital print business of its subsidiary, Rapid Solutions Group, to Bowne & Co...
MutualFundWire.com - Thursday, April 10, 2008 Views
More Money Market Trouble
Lehman Brothers is liquidating two of its distressed money market funds...
MutualFundWire.com - Thursday, April 10, 2008 Views
Lipper Invites Another Sort of Fund to Awards Ceremony
The annual Lipper Fund Awards were again held at the Mandarin Oriental Hotel in New York City last night...
MutualFundWire.com - Thursday, April 10, 2008 Views - Reader Rating: 5
Mercer Hires Senior Investment Consultant
The new hire will manage and develop institutional client relationships for the Big Apple investment consulting firm...
401kWire.com - Tuesday, April 10, 2007
Retirement Income Grows Up With "Oppenheimer 3.0"
Products dominate the retirement income market but Oppenheimer's Kathleen Beichert and Keith Hylind are choosing process over profit...
MutualFundWire.com - Tuesday, April 10, 2007
Bank Sales Exec Moves To Great-West
A national sales manager for a Midwest bank has gone to the Colorado-based provider...
401kWire.com - Tuesday, April 10, 2007
CitiGroup to Annouce Cuts Tomorrow
Tomorrow is D-day at Citigroup. This is when chief executive Charles Prince will release a report announcing the elimination of many thousands of jobs. Investment News reports that the amount of jobs in jeopardy is about twenty-six thousand jobs Ė or 8% of the New York-based firmís workforce. The largest cuts are expected to be in the firmís consumer and investment banking businesses...
MutualFundWire.com - Tuesday, April 10, 2007 - Reader Rating: 3.38
Annuity Sales Hit Record In '06
A recent survey says that sales of individual annuities rose to a record high in 2006...
MutualFundWire.com - Tuesday, April 10, 2007
NASD: No Margin for Error
The NASD has put out a report with catchy name aimed at warning investors about the dangers of trading on margin. Investing with Borrowed Funds: No "Margin" for Error, may sound like the title of after-school special, but the NASD says that investors need to know the risks involved. The report goes on to explain that explains that investors who cannot satisfy margin calls can have large portions of their accounts liquidated under the market conditions at the time, favorable or unfavorable...
MutualFundWire.com - Tuesday, April 10, 2007 - Reader Rating: 3
Former Aeltus Manger In Hot Water With the SEC
The SEC has accused a former portfolio manager at Aeltus Investment Management (now known as ING Investment Management) of failing to comply with reporting requirements and failing to adhere to trading restrictions imposed by Aeltus' ethics code...
MutualFundWire.com - Tuesday, April 10, 2007 Views
Scottish Firm Draws US Funds' Interest
There is another deal coming in the mutual fund industry, but this time it is not a fund company that is the target. A source said that two U.S. and one British company are currently on top of the bidding queue...
MutualFundWire.com - Tuesday, April 10, 2007 Views
Mutual Fund Store Makes Bold Hire
An investment advisor with a vision has tapped a retailing veteran from HR Block to help build out the Mutual Fund Store. Despite the name, the company is in practice an RIA founded by Adam Bold specializing in funds that now claims 54 offices in 46 cities. Bold lives up to his name with the hiring of David Byers as his new CEO. -ed...
MutualFundWire.com - Tuesday, April 10, 2007 Views - Reader Rating: 3.6
Vanguard Alum Joins Barclays
Sue Thompson is the new national sales manager of the registered investment advisor (RIA) team for Barclays Global Investors' U.S. iShares Business. She is the latest person to defect to Barclays following a series of TV ads extolling the virtues of working there...
MutualFundWire.com - Tuesday, April 10, 2007 Views
Principally Blair
A provider confirms a West Coast I-O hire. ..
401kWire.com - Tuesday, April 10, 2007
Quik Pay for TPAs
A Bay Area software firm buys out a tool to help small recordkeeping shops. ..
401kWire.com - Tuesday, April 10, 2007
New England Provider Unveils Educational Campaign
The provider has launched an educational campaign targeted towards plan participants...
401kWire.com - Tuesday, April 10, 2007 - Reader Rating: 1
Putnam Scouting for New Headquarters
The fund firm is in talks to lease several floors at the 125 High St. tower in Boston reports the Boston Herald...
MutualFundWire.com - Tuesday, April 10, 2007 Views - Reader Rating: 5
Four New Fixed Income ETFs Hit the Market
At 9:30 am today four low-expense ratio Vanguard bond ETFs began trading on the American Stock Exchange. The funds represent Vanguardís first exchange-traded fixed income portfolios...
MutualFundWire.com - Tuesday, April 10, 2007 Views
Former Fiserv Broker Settles With SEC
A former broker at Fiserv Securities will pay $100,000 to settle allegations leveled by the Securities and Exchange Commissionvthat he placed market timing trades for certain hedge fund clients...
MutualFundWire.com - Monday, April 10, 2006 Views
Memphis TPA Launches Participant Education Tool
The SunTrust subsidiary has added an education web interface to its site designed for plan participants...
401kWire.com - Monday, April 10, 2006
PA Advisory Firm Acquired by National Penn Advisors
A leading retirement plan advisor has been acquired by National Penn Capital Advisors, in an arrangement designed to boost Penn's 401k expertise...
401kWire.com - Monday, April 10, 2006 - Reader Rating: 1.5
American Family Deepens Ties With CitiStreet
The Wisconsin-based insurer has hired CitiStreet to administer DB and health and welfare plans...
401kWire.com - Monday, April 10, 2006 - Reader Rating: 4
Fund Web Sites are Well Designed, But Slow Tech Adopters
A study finds that mutual fund Web sites are generally well-designed with well-written content and that they are also slow to embrace new technology...
MutualFundWire.com - Monday, April 10, 2006 Views - Reader Rating: 2.33
Smith Barney Funds Take Legg Mason Name
Some months after its marriage with Citigroup's asset management business, Legg Mason announced Friday that almost all Smith Barney mutual funds have now taken the Legg Mason name, and will be known as the Legg Mason Partners Funds. The move signals the beginning of Legg Mason's integration of the fund families that formerly belonged to Citigroup Asset Management...
MutualFundWire.com - Monday, April 10, 2006 Views
Mutual Fund Stocks Post Strong Returns
The Grey Lady reports that the strong stock market paired with healthy operating margins and buyouts are lifting prices for stocks of mutual fund advisors...
MutualFundWire.com - Monday, April 10, 2006 Views
Is An Industry Lawyer SEC Bound?
Word is that the SEC will soon appoint a lawyer from Merrill Lynch Investment Managers to take charge of mutual fund regulation...
MutualFundWire.com - Monday, April 10, 2006 Views
The Gallup Org. Picks a New Provider
UPDATED: The management consulting firm hires a new 401(k) recordkeeper for its 939-member plan...
401kWire.com - Thursday, April 10, 2003 - Reader Rating: 5
Chicago Investment Manager May Add 40 Sales Pros
The investment manager is looking at doubling its sales force. How many will focus on funds is not clear...
MutualFundWire.com - Thursday, April 10, 2003 Views
Ex-Nomura Marketer Joins Midwest Firm
The fund marketer from New York-based Nomura Asset Management USA returns to his roots in Milwaukee...
MutualFundWire.com - Thursday, April 10, 2003 Views
Online Search Enabler Attracts More Clients
This Minnesota-based online marketplace adds four new adviser groups and 529 program managers in the first quarter...
MutualFundWire.com - Thursday, April 10, 2003 Views - Reader Rating: 3.5
PlanAnalytics Adds Key Accounts
The Minnesota-based online marketplace adds four new adviser firms and 529 program managers in the first quarter...
401kWire.com - Thursday, April 10, 2003
Portman-Cardin to Intro Bipartisan Retirement Bill
The announcement will be carried tomorrow morning via the House Radio-TV Gallery...
401kWire.com - Thursday, April 10, 2003 - Reader Rating: 2.33
Fort Dearborn Overhauls Plan After 20 Years
This Midwest manufacturer recently closed down its extensive 15-month 401(k) search for the most appropriate program...
401kWire.com - Thursday, April 10, 2003 - Reader Rating: 2
ADP Expands Non-Qual Plans to Mid-market
The N.J.-based firm extends its reach in the mid-market with a new program that targets corporate upper management...
401kWire.com - Thursday, April 10, 2003 - Reader Rating: 4
A Choice of Options
We have learned that a recent guest article posted to our site entitled "A Choice of Options" appears to have drawn substantially from an article written by Jon Chambers of Schultz Collins Lawson Chambers, Inc. but inadvertently neglected to reference the Chambers article. ..
401kWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Age of Unreasonable Expectations for ETFs?
So says a BoNY exec. The bank may also be in the hunt for sponsors of fixed income ETFs...
MutualFundWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Skandia Dazzles with Wrap Stars
The Nutmeg insurer lauds name brand strategies for its wrap program...
MutualFundWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
401k Plan Special in Aisle One
Supermarket chain signs up with First Union...
401kWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Vanguard Reacts to Economic Climate
Vanguard Reacts to Economic Climate ... AIG and American General Close Ranks ... Keycorp Changes Names ... Morningstar Picks 500 Funds ... Franklin Templeton Completes Acquisition ... AMG Merger Adds to Billions..
MutualFundWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Vanguard Reacts to Economic Climate
Vanguard Reacts to Economic Climate ... AIG and American General Close Ranks ... Keycorp Changes Names ... Morningstar Picks 500 Funds ... Franklin Templeton Completes Acquisition ... AMG Merger Adds to Billions..
401kWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
The Word On Advice
At a panel on investment advice in New York, everyone agreed to disagree...
401kWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
FDI Promotes Marketer
BIG subsidiary promotes marketing pointperson, in spite of ambiguities in acquisition deal...
MutualFundWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Man with Many Hats Joins Fund
Value fund taps hedge fund marketer to fill a managing director position. ..
MutualFundWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
Webster Acquires Businesses
Through an acquisition, the Connecticut insurer has added to its 401k business...
401kWire.com - Tuesday, April 10, 2001 - Reader Rating: 3
T. Rowe In Talks to Buy Fund Venture
T. Rowe Price is in talks to buy out the other half of its fund management joint venture with Flemings...
MutualFundWire.com - Monday, April 10, 2000 - Reader Rating: 3
JP Morgan Hires For Fixed Income Group
JP Morgan has hired to vice presidents for its fixed income product team...
MutualFundWire.com - Monday, April 10, 2000 - Reader Rating: 3
Investments for Inside and Outside Retirement Plans
Sponsors and participants need to think about a total investment philosophy when considering their retirement...
401kWire.com - Monday, April 10, 2000 - Reader Rating: 3
Financial Engines Strikes Again
Financial Engines will be part of this executive compensation and benefits consulting firm...
401kWire.com - Monday, April 10, 2000 - Reader Rating: 3
Start Spreading the News
The City of New York's 457 plan is seeking one or more book value wrap contracts for its Stable Income Fund option, according to an Request-for-Proposal (RFP) officials at the plan released. The open maturity synthetic component of the fund is expected to be worth approximately $400 million on January 2, 2001. There are 102,000 participants in the plan...
401kWire.com - Monday, April 10, 2000 - Reader Rating: 3
Marsico to Sub-Advise New Nations Fund
The 65 fund Nations Fund family is one larger with the addition of a new focused fund, sub-advised by Marsico Capital Management...
MutualFundWire.com - Monday, April 10, 2000 Views - Reader Rating: 3
Odd Lots, April 10, 2000
Diversify, young man ... Bond funds to bank on ... Indexing flows slow...
401kWire.com - Monday, April 10, 2000 - Reader Rating: 3
Odd Lots, April 10, 2000
Diversify, young man ... Bond funds to bank on ... Indexing flows slow...
MutualFundWire.com - Monday, April 10, 2000 - Reader Rating: 3
Everything's Coming up Web sites
Internet start-up fever has finally hit the defined contribution industry with a bang. A number of new Web sites have launched offering a number of different services for 401(k) plans including transactional ones...
401kWire.com - Monday, April 10, 2000 - Reader Rating: 3
E*Trade Launches New Fund
The online brokerage launches its eith proprietary fund...
MutualFundWire.com - Monday, April 10, 2000 - Reader Rating: 3
JPM/American Century Goes On the Road to Meet Consultants
Yesterday in Chicago J.P. Morgan/American Century Retirement Plan Services held a symposium to introduce its five-member consultants services group to the pension consultant community. The providers goal for the meeting was to better familiarize consultants with its capabilities, according to Laura Kouri, a spokesperson for J.P. Morgan/American Century. The group is headed by Margie Morrison. ..
401kWire.com - Friday, April 10, 1998 - Reader Rating: 3
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2002: Q4Q3Q2Q1
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