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Fund Profiles
News Stories Archives - Since 1998
Patti Starts the WILD Next Stage of Leveraged ETF Evolution
The VistaShares chief and his team launch an ETF and prep another...
MutualFundWire.com - Wednesday, June 4, 2025 - Reader Rating: 5
Watch For a $1.4T-AUM AM to Add More Alts In TDFs
The team at the multinational asset manager, which is part of a publicly traded insurer, is also looking at the DC guaranteed income space...
401kWire.com - Wednesday, June 4, 2025
How Are 401k and 403b Participants Reacting to Market Volatility?
New research suggests that the vast majority of DC participants made no changes at all in Q1. The average contribution rate even went up!..
401kWire.com - Wednesday, June 4, 2025
Wilson Welcomes a Cali Principal Alum to Voya
The new hire joins the emerging markets sales team for wealth solutions and is based near Sacramento...
401kWire.com - Wednesday, June 4, 2025
1.5Y In, an Income ETF Suite Enters 10-Figure Territory
The folks at a Mid-Atlantic fund firm are celebrating a big milestone for a trio of index funds that incorporate daily covered call options...
MutualFundWire.com - Wednesday, June 4, 2025
Peterson Brings Back an Ex-FA to Sells Stable Value And ...
Updated | A Securian alumnus returns, joining the Midwestern insurer's institutional retirement solutions wholesaling team...
401kWire.com - Wednesday, June 4, 2025
On Friday, ProShares Will Double Its Ether ETF Lineup
The team at the Mid-Atlantic fund firm are preparing to roll out two more ETFs focused on this cryptocurrency...
MutualFundWire.com - Tuesday, June 4, 2024 Views
Finway, NFP, and Voya Prep For Two Bright PEP Futures
The trio will power a pair of new pooled employer plans expected to debut next month...
401kWire.com - Tuesday, June 4, 2024
Murphy Adds an M* Vet to His C-Suite
The new hire is filling a newly created leadership role at Empower...
401kWire.com - Tuesday, June 4, 2024
APIA and a $1.2B-AUA DC RIA Forge a Deal
A 21-year-old, Peach State firm is being acquired by an insurance brokerage's retirement services division...
401kWire.com - Tuesday, June 4, 2024
This Outflows Streak Reaches 120 Weeks
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Tuesday, June 4, 2024 Views
An Empire State TPA Reports a 13-Participant Data Breach
According to the provider, the breach occurred and was discovered on the same day last month...
401kWire.com - Tuesday, June 4, 2024
A 21-Fund Firm Expands a $2.9B-AUM Relationship
An Empire State fund firm brings a familiar subadvisor into another fund...
MutualFundWire.com - Friday, June 4, 2021 Views
An Fi360 Alum Joins an Invesco-Backed Fintech
The new hire serves as a VP at the FA-focused firm...
401kWire.com - Friday, June 4, 2021
Helping Plan Sponsors Tackle Ret. Income Misconceptions
A bundled provider's team offers a new framework...
401kWire.com - Friday, June 4, 2021
An Empire State KPA Joins SRP
The advisor also now affiliates with SRP ally GRPF, too...
401kWire.com - Friday, June 4, 2021 - Reader Rating: 2
$150T By 2030?
A veteran industry researcher looks back and forwards...
MutualFundWire.com - Friday, June 4, 2021 Views
A Fin Wellness Shop's New Interactive Portal Goes Live
The idea is to help participants build emergency savings...
401kWire.com - Friday, June 4, 2021
CIT 101
For KPAs looking to help their plan sponsors use collective investment trusts, here are some considerations to keep in mind...
401kWire.com - Thursday, June 4, 2020
Brady Hires a Successor For a Key 28-Year Thornburg Vet
The New Mexico-based mutual fund firm's chief hires a new CMO...
MutualFundWire.com - Thursday, June 4, 2020 Views
Salaries May Be Less Crucial Than We Think In Determining Saving Levels
A think tank and a money center bank's asset management arm team up. They also released their first joint research...
401kWire.com - Thursday, June 4, 2020
McCool Buys, But ...
The retired former Schwab retirement chief has acquired a California business...
401kWire.com - Thursday, June 4, 2020
OneAmerica Upgrades Participant Support
Sandy McCarthy unveils the provider's new approach to "individualized and relevant support."..
401kWire.com - Thursday, June 4, 2020 - Reader Rating: 1.73
A Jersey MF Team Mourns a 26-Year Company Vet
A mutual fund firm analyst, partner, and PM died last week at the age of 56...
MutualFundWire.com - Thursday, June 4, 2020 Views - Reader Rating: 5
A $500MM Team Joins GRPF
A KPA and his colleagues switch their OSJ/RIA, but they're sticking with the same B-D...
401kWire.com - Thursday, June 4, 2020 - Reader Rating: 5
An Ascensus Shop Expands to a Second Office
New Jersey is home to a second office for a TPA...
401kWire.com - Tuesday, June 4, 2019
Bang! Calamos Seals a Deal
The midwestern fund firm buys a boutique and adopts its fund. Perhaps a new fund or two will come next...
MutualFundWire.com - Tuesday, June 4, 2019 Views
Callahan Promotes a 14-Year Transamerica Vet
The rising exec now serves as national sales director for large-market retirement plans...
401kWire.com - Tuesday, June 4, 2019
Kass Versus Fundsters
The hedge fundster calls asset management commoditized...
MutualFundWire.com - Tuesday, June 4, 2019 Views
Archer Gains an ERISA Partner
The New York City branch of the firm welcomes a 20-year vet...
401kWire.com - Tuesday, June 4, 2019
RAC's Newest Member is a 25-Year Vet
This new member is president of SBS...
401kWire.com - Monday, June 4, 2018
Wealthfront's Flows Nearly Triple
M* updates open-end mutual fund and ETF flows data for April...
MutualFundWire.com - Monday, June 4, 2018 Views
A Giant State's Planned SARP Faces a Court Battle
Updated | A lobbying group focused on taxation files a federal lawsuit against the state's treasurer to try stop the program from getting off the ground later this year. Meanwhile, the state just issued an RFP...
401kWire.com - Monday, June 4, 2018
WSJ Smiles on Collective Trusts
Defined contribution industry insiders talk to the national business newspaper about the growth of these special funds mostly found in 401(k) plans...
401kWire.com - Monday, June 4, 2018
Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com - Monday, June 4, 2018 Views
Week In Preview, June 4-10
This week a prominent ERISA attorney and the teams at ASPPA, NAPA, and the SVIA are all hosting events...
401kWire.com - Monday, June 4, 2018
Heads Up: A B-D Support Giant Enters 401k
The new platform may bring more blind squirrels and aspiring KPAs into the defined contribution space. Experienced KPAs should keep their eyes peeled...
401kWire.com - Thursday, June 4, 2015
Enter Phase One of Highland's Massive ETF Rollout
The alts-focused asset manager unveils its second, third, and fourth ETFs. 14 more are the in pipeline...
MutualFundWire.com - Thursday, June 4, 2015 Views
Who Will Lead Product at Lincoln?
The insurer's retirement plan unit makes another change in the wake of Chuck Cornelio's departure...
401kWire.com - Thursday, June 4, 2015 - Reader Rating: 4.33
Millennials Are More Open to Consolidating Their Retirement Accounts
Yet a new study suggests that many retirement plan participants, including millennials, believe the current roll-in process is confusing and time consuming...
401kWire.com - Thursday, June 4, 2015 - Reader Rating: 5
Booth and Bettinger Are Both Looking East
Don't expect either DFA or Schwab to move HQs just yet, but leadership at both firms is reportedly looking to add or expand significant operations in other cities...
MutualFundWire.com - Thursday, June 4, 2015 Views
How Do You Engage Participants? Sponsors Share Tips and Woes
Effective communication to participants is something 401k plan sponsors covet, but many are finding it difficult to be successful. This week, a few large and jumbo plan sponsors discuss their communication strategies as well as their travails. ..
401kWire.com - Wednesday, June 4, 2014
BMO's Jones Hires a CUNA Mutual Vet
The U.S. retirement services unit of the giant Canadian bank has a new national sales director...
401kWire.com - Wednesday, June 4, 2014
Vanguard Revamps Online Enrollment
A new action-oriented feature is setting participants up for better savings...
401kWire.com - Wednesday, June 4, 2014
The Pershing FundVest 200 List

There are actually 211 funds, and there will likely be more...
MutualFundWire.com - Wednesday, June 4, 2014 Views
An RKing TPA Compares Fees
A new fee comparison service for plan sponsors has officially been released...
401kWire.com - Wednesday, June 4, 2014
Chatham Says Sponsors Still Sing Praise for MassMutual Post-Acquisition
The provider's annual client satisfaction survey shows an unwavering level of satisfaction among plan sponsors following on last year's acquisition of The Hartford. ..
401kWire.com - Wednesday, June 4, 2014
Sell401k Befriends Mobile
A new program has just been launched ...and it's mobile friendly...
401kWire.com - Wednesday, June 4, 2014
An Ex-Goldman DC I-O Exec Joins an Advisory Shop
He will head up distribution and marketing at Oak Ridge Investments...
401kWire.com - Wednesday, June 4, 2014 - Reader Rating: 1
Morningstar and HelloWallet Shake Hands
...and finalize the $52.5MM acquisition...
401kWire.com - Wednesday, June 4, 2014
Pershing Completes Fund Selection List
During its annual advisor conference, the leading custodian unveils its FundVest 200 list. Pershing enjoys 46% sales growth, and a 108% spike in alts sales. It also unveils a cornucopia of goodies for advisors, including the FundVest 200 List. FYI: The firm hearts alts...
MutualFundWire.com - Wednesday, June 4, 2014 Views
Stifel Buys a Piece of Legg
Legg Mason will shed its wealth advisory biz and focus on asset management boutiques...
MutualFundWire.com - Wednesday, June 4, 2014 Views
The DoL Wins a $5.25MM ESOP Settlement
The DoL has gotten a $5.25MM settlement from GreatBanc Trust Co. for fiduciary breach involving the ESOP of a California-based aluminum manufacturer. ..
401kWire.com - Wednesday, June 4, 2014
CBIZ Acquires an Ohio TPA
An Ohio-based business services firm acquired a TPA...
401kWire.com - Wednesday, June 4, 2014
T. Rowe's Rogers Quits a $30B Job But Continues Chairing
Brian Rogers, T. Rowe Price's chairman and chief investment officer, will give up his PM duties on the firm's second largest fund, but will retain his other posts...
MutualFundWire.com - Wednesday, June 4, 2014 Views
Franklin Templeton PMs Chat Over Lunch
The Franklin Templeton Portfolio Managers Hold a Luncheon to Talk ..
MutualFundWire.com - Tuesday, June 4, 2013 Views - Reader Rating: 1
A Colorado Shop Hires Four Honchos
One hire will handle client portfolios, another strategic development. The third will support a product devoted to alts and the fourth will be focused on RIAs and institutions...
MutualFundWire.com - Tuesday, June 4, 2013 Views
CUNA Hires on the West Coast
The RKer has hired a regional VP to cover the west. ..
401kWire.com - Tuesday, June 4, 2013 - Reader Rating: 5
SwanDog Says Wholesalers Matter
Study sales wholesalers still play a number of critical roles for advisors, and are an important driver in at least one kind of decision they make for clients...
MutualFundWire.com - Tuesday, June 4, 2013 Views - Reader Rating: 5
Analysts Shuffle on Seligman Communications & Information Fund
Vishal Saluja has left Columbia [profile] and the analyst team for the Columbia Seligman Communications & Information Fund. Meanwhile, analysts Shekhar Pramanick and Sanjay Devgan have been added to the PM list on the fund's prospectus. Lead PM Paul Wick and co-PM Richard Parower continue to lead the fund's PM team. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
A Sandalwood Fund Loses a PM
Mihir Meswani is no longer PM for the Sandalwood Opportunity Fund at Sandalwood Securities Inc. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Global ETP Market Passes $2T
Sponsors are pulling out all the stops, according to Cerulli. Active ETF providers in U.S. are looking to break into Europe..
MutualFundWire.com - Tuesday, June 4, 2013 Views
A $2B Shop Launches Its Third Mutual Fund
Updated | A 20-year-old Big Apple firm unveils a new global real estate fund...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Vanguard Dissolves the TIPS Transition Fund
The Vanguard Group Inc has liquidated and dissolved the Vanguard TIPS Transition Fund as of June 4, 2013. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
CMG Creates a Simple Relationship to Find Alpha
The fund shop's latest mutual fund taps a subadvisor and brings the family to three. ..
MutualFundWire.com - Tuesday, June 4, 2013 Views
PM Says Bye Bye to Northwestern Mutual
Ron Sachs is no longer the PM for the Focused Appreciation Portfolio at Northwestern Mutual. Taking the position for PM is A. Douglas Rao who had been employed by Janus since 2013. Rao was previosuly PM with Chautauqua Capital Management and Marsico Capital Management, LLC. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Lazard Ups PM Count of an Equity Fund
Kevin J. Matthews has been added as a PM for American Beacon International Equity Fund. Lazard Asset Management LLC is the sub-advisor for the fund. Matthews has been with Lazard Asset Management LLC since 2001. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
A Boston Firm Picks Wellington
The Boston Company Asset Management, LLC, Fayez Sarofim & Co., William Blair & Company, L.L.C. and Wellington Management Company, LLP have been approved as sub-advisors for the Northwestern Mutual Series Fund, Inc. They will begin to provide sub-advisory services to the Fund's Growth Stock, Large Cap Core Stock, Mid Cap Growth Stock and Small Cap Growth Stock Portfolios on or about July 1, 2013. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Franklin Templeton Investments Adds a PM
Justin Ma has been added as PM for the Franklin Floating Rate Daily Access Fund. Ma has been with Franklin Templeton Investments since 2006. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
SunAmerica Rebrands a Fund
SunAmerica Asset Management Corp has changed the name of the Protected Asset Allocation SAST Portfolio to the VCPsm Managed Asset Allocation SAST Portfolio. The name change will be effective on or about August 12, 2013. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Guardian's Plan to Help Americans Save
Guardian rolls out a new website to help plan participants learn and save. ..
401kWire.com - Tuesday, June 4, 2013
BlackRock Adds PMs to Opportunities Fund
Nigel Hart and Ian Jamieson have been added as PMs for the BlackRock U.S. Opportunities Portfolio. Jamieson has been with BlackRock Inc since 2004. Hart previously was the PM at ReachCapital Management LP before joining BlackRock Inc in 2012. Tony Kim has been added as PM for the BlackRock Science & Technology Opportunities Portfolio. Kim joined BlackRock Inc in 2013 and previously was the senior research analyst at Artisan Partners. [SEC Filing]...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Sungard Hires an American Funds Alum
A veteran operations exec takes a post at the recordkeeping software giant...
401kWire.com - Tuesday, June 4, 2013
T-Bonds Bite Vanguard and Gross, Not Gundlach or Fuss
May was a tough month for some fixed income fundsters...
MutualFundWire.com - Tuesday, June 4, 2013 Views - Reader Rating: 4
Jaffe Jabs Malkiel
Malkiel gets some points right, but he doesn't consider today's investment world in full, Jaffe argues. ..
MutualFundWire.com - Tuesday, June 4, 2013 Views
Arrowpoint Jumps into Retail Fund Business, Buys Aster
The two new hires will manage mutual fund that comes in the deal...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Rekenthaler Throws All-Cap Funds a Bone
The M* researcher also tackles hedge fund returns and money funds' woes in his latest column...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Fido's Data Center Gets Trade Journal Press
The data center community is watching Fido build...
MutualFundWire.com - Tuesday, June 4, 2013 Views
Retirement is a "Huge Focus" for a $1B Private Equity Player
The shop invests in an RKer. What's next?..
401kWire.com - Monday, June 4, 2012
Chiricotti Launches a Trade Group
The CFDD chief unveils a new association focused on QDIAs...
401kWire.com - Monday, June 4, 2012
Goldman's Ex-DC I-O Chief Lands
A 401k provider hires the Axa, Fidelity and Hewitt alum...
MutualFundWire.com - Monday, June 4, 2012 Views
Chetney and Reich Hire an SVP
An Aetna and ING alum joins LPL's retirement unit...
401kWire.com - Monday, June 4, 2012 - Reader Rating: 1
Butch Touts a New Ivy Fund and a Rebranded One
Ivy Funds is launching a new fund and modifying another...
MutualFundWire.com - Monday, June 4, 2012 Views - Reader Rating: 5
Musto Confirms a Top Hire
A former Goldman Sachs exec is going the bundled provider as the head of sales and client solutions"..
401kWire.com - Monday, June 4, 2012
Cooper Leaves Invesco
The mutual fund shop has a new head of retail sales...
MutualFundWire.com - Monday, June 4, 2012 Views
Did Pimco Say "No Vacays" and Tank the Stock Market?
Some hedge funds pros and a guy from Minyanville are tweeting about what they heard at lunch on Friday...
MutualFundWire.com - Monday, June 4, 2012 Views - Reader Rating: 2
Invesco and Schwab Execs Fight the SEC on Money Funds
Leaders believe reforms will cause "rapid flight" to banks..
MutualFundWire.com - Monday, June 4, 2012 Views - Reader Rating: 4
Putnam's CEO Stays in the Spotlight
Bob Reynolds has kept busy in May according to press reports...
MutualFundWire.com - Monday, June 4, 2012 Views
Pozen Pushes a New Type of Charity
The Fido vet and ex-MFS chair supports a move that would encourage foundations give more to private enterprise...
MutualFundWire.com - Monday, June 4, 2012 Views
Artisan's Samra Exacts "Revenge of the Nerds"
The International Value Fund co-PM talks to a trade pub...
MutualFundWire.com - Monday, June 4, 2012 Views
Funds That Take the Risk Out
"Risk-Lite" funds are just as filling and taste great without the bad stuff...
MutualFundWire.com - Monday, June 4, 2012 Views
Barron's Notices ICI Words in Hedge Fund Ad Spat
A new federal law could allow hedge funds to advertise more broadly...
MutualFundWire.com - Monday, June 4, 2012 Views
Arnott Says Don't Try to Find the Next Apple
The Pimco sub-advisor recommends emerging markets but not U.S. growth stocks...
MutualFundWire.com - Monday, June 4, 2012 Views
Earhart Updates Advisors' iShares Connections
The BlackRock ETF unti improves a platform for connecting advisors to ETF investment strategists...
MutualFundWire.com - Monday, June 4, 2012 Views
LPL's Going Public
The godfather of all indie B-Ds is filing for an IPO...
MutualFundWire.com - Friday, June 4, 2010 Views
A Wirehouse Hunts for a Mutual Fund Chief
A promotion opens up a top spot in the broker-dealer's home office...
MutualFundWire.com - Friday, June 4, 2010 Views
Hartford is Hiring on the West Coast
The Connecticut-headquartered plan provider is in the midst of a search for a wholesaler to cover a territory on the West Coast...
401kWire.com - Friday, June 4, 2010
12b-1s Inspire 'Subversive' Cognitive Dissidence
An RIA attacks contingent deferred sales charges for mutual funds...
MutualFundWire.com - Friday, June 4, 2010 Views - Reader Rating: 5
W.P. Stewart Relocates From Bermuda
The mutual fund advisor is simplifying its ownership structure and cutting overhead. Names a new CIO. ..
MutualFundWire.com - Friday, June 4, 2010 Views
SEC Accuses a TPA of Running a $5.5M Ponzi Scheme
An RIA who also administers DC plans stands accused of securities fraud...
401kWire.com - Friday, June 4, 2010 - Reader Rating: 2.4
BNY Mellon Sells Stock to Pay PNC
BNY Mellon on Friday unveiled plans to sell $700 million of its common stock...
MutualFundWire.com - Friday, June 4, 2010 Views
The Progress of the Fee Disclosure Bill Sparks Opposition
Last week's passage of fee reform by the House has caused an industry trade group makes its views known to the Senate...
401kWire.com - Friday, June 4, 2010 - Reader Rating: 3
A Pell-Mell Deal: Artio Sells Shares in Secondary
The now independent mutual fund advisor is selling more shares to outside investors...
MutualFundWire.com - Friday, June 4, 2010 Views
Neuberger Art to Hit Sotheby's
Some of the artwork from the asset manager's collection will go to auction in the fall...
MutualFundWire.com - Friday, June 4, 2010 Views - Reader Rating: 1
Analyst Sees Poor Omens for Mutual Funds in May Tea Leaves
The Wall Street Journal picks up on an analyst report that sees a cloudy future for fund firms based on shareholder behavior over the past four weeks...
MutualFundWire.com - Friday, June 4, 2010 Views
Charlie Nelson Pushes 'Second Generation' Target Date Funds
Updated | On the heels of an official launch, the provider chief opens up about his new take on the popular default options...
401kWire.com - Thursday, June 4, 2009 - Reader Rating: 4.33
ProShares Goes Ultra International
Four new leveraged international funds may be the first of a wave of overseas options...
MutualFundWire.com - Thursday, June 4, 2009 Views
Tschider Sheds Wilmington
Updated | The executive who brought AST to Wilmington is on his out from the Delaware-based trust company...
401kWire.com - Thursday, June 4, 2009 - Reader Rating: 5
Fidelity and Schwab Rank High in an Online Transparency Study
A research think tank ranks retirement websites based on transparency...
401kWire.com - Thursday, June 4, 2009
Hotchkis Expands Its High-Yield Fund Business
The LA fund firm adds a new hire and product...
MutualFundWire.com - Thursday, June 4, 2009 Views
Rollover School Is In Session
A rollover specialist seeks to instruct industry insiders on managing clients' costs and risks...
401kWire.com - Thursday, June 4, 2009
The Latest Principal Cuts Hit Retirement Services
The Des Moines insurer makes a new round of staff reductions...
401kWire.com - Thursday, June 4, 2009 - Reader Rating: 4.33
Great-West Execs See Hope at Putnam Thanks to Reynolds
Great-West Lifeco's Loney sees good things happening at Putnam Investments as he prepares for the insurer's investors day report...
MutualFundWire.com - Thursday, June 4, 2009 Views
BNY Mellon's Chief Hunts for Asset Managers
The giant custody bank fans the rumor flames that put it on the short list of firms bidding on two big pending asset management deals...
MutualFundWire.com - Thursday, June 4, 2009 Views
SwanDog Sees An Inconvenient Truth For Mutual Funds
A new paper urges change in the industry to prevent an "imminent" collapse. ..
MutualFundWire.com - Thursday, June 4, 2009 Views
FPA's CEO Warns Active Managers to Shake Up Their Practices
The fall fund shop's star PM calls out other fund managers for hewing to asset allocations over responding to broader market conditions...
MutualFundWire.com - Thursday, June 4, 2009 Views
Hartford Lifts Asset Floor for Purchased Platforms
The Connecticut-headquartered recordkeeper has hiked the minimum plan size for two recordkeeping platforms it acquired...
401kWire.com - Wednesday, June 4, 2008 - Reader Rating: 3
TPA Sales Trio Leaves Fidelity
The unit formerly known as FRIAG lost three team members last week. ..
401kWire.com - Wednesday, June 4, 2008 - Reader Rating: 2
BenefitStreet Ops Exec Departs
The chief of Bay Area outsourced recordkeeper plans not to replace one employee heading to the consulting world...
401kWire.com - Wednesday, June 4, 2008
Pershing Adds a Quad of Fund Families to FundVest
The Jersey City-based Bank of New York Mellon subsidiary has added four new fund families to its FundVest platform...
MutualFundWire.com - Wednesday, June 4, 2008 - Reader Rating: 3
More Merrimack Cuts for Fidelity
Some employees in the Merrimack, New Hampshire office were laid off yesterday...
MutualFundWire.com - Wednesday, June 4, 2008 Views - Reader Rating: 1.5
UPDATE 1 | Done Deal: San Fran Fund Shop Steps Forward to Gain Sales Access
The Getty-backed fund shop has inked a deal to place another two dozen funds under its umbrella...
MutualFundWire.com - Wednesday, June 4, 2008 Views - Reader Rating: 3.5
Vanguard Splits Three ETF NAVs ... Why?
Could their be a hidden, or should we say, more obscure reason for Vanguard to split the shares in its Total Stock, Extended Market and Emerging Markets ETFs?..
MutualFundWire.com - Wednesday, June 4, 2008 Views
Cambridge Names New Compliance Chief
The Iowa-based b-d has tapped a new compliance following as Marcia Martin takes on a new role. Cambridge is also developing a partner support center that it plans to launch in the summer...
MutualFundWire.com - Wednesday, June 4, 2008
American Funds Takes a Step Back From Multi-Vendor 403bs
As new regulations loom, the mutual fund titan unveils its new strategy for the non-profit DC sector. ..
401kWire.com - Wednesday, June 4, 2008 - Reader Rating: 5
The Weiss Group Wins a Midwestern Plan
An Illinois-based plan sponsor taps the nearby TPA for its deferred comp plan. ..
401kWire.com - Wednesday, June 4, 2008
New FRC Study Hits the Target
A new FRC study zeroes in on trends in target date and target risk funds...
401kWire.com - Wednesday, June 4, 2008
Monoyios Bids Adieu to Main Street
The 10-year OppenheimerFunds vet is retiring at the end of the month...
MutualFundWire.com - Wednesday, June 4, 2008 Views
Hennessy Makes New Hire With an Eye Toward Growth
Hennessy Advisors has snagged an industry heavyweight to be the president of the Hennessy Funds...
MutualFundWire.com - Wednesday, June 4, 2008 Views - Reader Rating: 5
WSJ Emphasizes Three Rs in BRIC
Three Russian-focused mutual funds gain WSJ exposure in the Fund Track Column...
MutualFundWire.com - Wednesday, June 4, 2008 Views
SEC Picks New Enforcement Deputies
The commission has named replacements for Peter Bresnan and Walter Ricciardi. ..
MutualFundWire.com - Wednesday, June 4, 2008 Views
Ex-Putnam Portfolio Managers Settle with the SEC
Two former managing directors and portfolio managers at Putnam Investments have settled allegations that they engaged in inappropriate mutual fund trading...
MutualFundWire.com - Monday, June 4, 2007 Views - Reader Rating: 3
FSI Weighs in on 12b-1 Fees
The Financial Services Institute has entered the 12b-1 fee battle representing Mr.Fee...
MutualFundWire.com - Monday, June 4, 2007 Views - Reader Rating: 2.75
NYSE EuroNext the Target of $4 Billion Lawsuit
NYSE Euronext, the parent of the New York Stock Exchange, has been named in an $4 billion dollar lawsuit filed by Sea Carriers LP and its affiliate Sea Carriers Corp...
MutualFundWire.com - Monday, June 4, 2007
Gabelli Launches SRI Fund
Mario Gabelli, one of the highest paid fund managers in the business, has added another dollar bill to his cap...
MutualFundWire.com - Monday, June 4, 2007 Views - Reader Rating: 5
Sales Vet Moves on from New York Life
The exec has recently left the Parsippany, New Jersey-based provider after spending close to five years at the firm...
401kWire.com - Monday, June 4, 2007
Pru's TPA Channel Chief Departs
The official tasked with enhancing distribution opportunities and strengthening TPA alliances has left the Newark, New Jersey-based provider...
401kWire.com - Monday, June 4, 2007
Advisors Navigate Fiduciary Waters
A Prairie State firm offer a new service to help sponsors deal with being fiduciaries. ..
401kWire.com - Monday, June 4, 2007
Johnson Wants Fidelity to Take on Schwab
Ned Johnson has decided it's time to get Fidelity's custodial assets platform in shape to give Charles Schwab a run for his money...
MutualFundWire.com - Monday, June 4, 2007 Views
Janney Hires New REIT Analyst
Janney Montgomery Scott has hired Stephanie Krewson as a research analyst covering equity real estate investment trusts...
MutualFundWire.com - Monday, June 4, 2007
Media Watch: Money-Media Shifts Resources to Ignites
What are your favorite reporters and PR people up to this week?..
MutualFundWire.com - Monday, June 4, 2007 Views
401k and Payroll Private-Labelers Unite
An outsourced recordkeeper's founder explains discusses a brand new partnership and how it fits into his overall plan. ..
401kWire.com - Monday, June 4, 2007 - Reader Rating: 1
American Century To Add a Dozen Funds to Advisor-Sold Lineup
The Kansas City-based firm is planning to sell 12 more of its funds through advisors only...
MutualFundWire.com - Monday, June 4, 2007 Views
SEC Channels Inner Detective to Investigate SMAs
The SEC has taken out its magnifying glass and fine-tooth comb to go over the specifics of SMAs and mutual fund wrap programs...
MutualFundWire.com - Monday, June 4, 2007 - Reader Rating: 1
T. Rowe Goes to Boca to Woo Walk Ins
T. Rowe Price has opened a new investor center in Boca Raton...
MutualFundWire.com - Monday, June 4, 2007 Views - Reader Rating: 2.33
FPA to SEC: Go Ahead Take a Time Out
The trade group will not stand in the way of the SEC's request for a four month delay in issuing a court ruling on the B-D rule...
MutualFundWire.com - Monday, June 4, 2007
Familiar Faces at Funds Find Satisfied Investors
Stability is a virtue not to be ignored when it comes to fund managers, according to some investors...
MutualFundWire.com - Monday, June 4, 2007 Views
The ICI Strikes Back at Stable Value
The QDIA fight has dragged in another government agency, and the mutual fund industry trade group is not about to give up...
MutualFundWire.com - Monday, June 4, 2007 Views
Canada's Fund Power Brokers
A Canadian paper ranks the Power 30 and only a handful of genuine mutual funders make the cut...
MutualFundWire.com - Monday, June 4, 2007 Views
ICI Prez Will Address Press
The new head will deliver a speech at the National Press Club...
MutualFundWire.com - Friday, June 4, 2004 Views
RFPs Reported This Week
Bundled provider searches, Dreyfus funds added...
401kWire.com - Friday, June 4, 2004
TIAA-CREF Debuts Lifecycle Funds
Files a draft prospectus for funds targeted at retirees in 2010 to 2040...
MutualFundWire.com - Friday, June 4, 2004 Views - Reader Rating: 5
Great-West Intros Managed Accounts
Great-West Retirement Services will offer a managed account for retirement plans using Ibbotson Associates technology...
401kWire.com - Friday, June 4, 2004
Wirehouse Worries
What does the rumored MLIM and Legg Mason deal signal to industry watchers? ..
MutualFundWire.com - Friday, June 4, 2004 Views - Reader Rating: 4.5
ING Shakes Up Sales Force
The retirement division at ING has reorganized its sales force to better focus on its growth areas...
401kWire.com - Friday, June 4, 2004
Principal’s New Platform for Nonqual Plans
The Principal Financial Group and Executive Benefit Services are rolling out a platform for clients with both qualified and nonqualified plans...
401kWire.com - Friday, June 4, 2004
Milberg Slaps Suit on Citibank
Smith Barney brokers allegedly maneuvered unwitting investors to in-house funds. ..
MutualFundWire.com - Friday, June 4, 2004 Views
Whither NAV Transfers?
Fund firms are climbing over each other to end NAV transfers...
MutualFundWire.com - Friday, June 4, 2004 Views
NY District Attorney Questions AIM
The inquiry concerns a third party...
MutualFundWire.com - Friday, June 4, 2004
Janus Finds Institutional Sales Head
John Zimmerman has been hired to fill a new position similar to the one vacated by Lars Soderberg...
401kWire.com - Friday, June 4, 2004
Cat Opens New Platform
Caterpillar is converting the first client onto the platform of its third outsourced recordkeeping partner...
401kWire.com - Wednesday, June 4, 2003
Outsourcer Shines Its Brand
The Kansas City-based firm is bringing a new name to the market to go along with its revamped product line...
401kWire.com - Wednesday, June 4, 2003
PFPC Picks up New Fund Client
The firm was recently tapped to provide fund accounting, administrations, custody and transfer-agency services to this $1.6 billion closed-end fund...
MutualFundWire.com - Wednesday, June 4, 2003 Views
CRA Helps Managers Assess Competition
CRA BSG is launching a tiered suite of services to boost the competitive performance of asset managers...
MutualFundWire.com - Wednesday, June 4, 2003 Views - Reader Rating: 5
A Michigan County Selects 457 Vendor
This county in the Midwest consolidates its 457 program administration to two providers from five...
401kWire.com - Wednesday, June 4, 2003 - Reader Rating: 3.33
Midwest Firm Integrates B-D Units
This North Dakota-based fund manager is merging a pair of broker-dealer subsidiaries to trim costs and bolster efficiency...
MutualFundWire.com - Wednesday, June 4, 2003 Views
ING Goes Outside for Large Cap Fund
The firm has tapped an outside manager for its large-company growth fund, which frankly, needs a performance tonic...
MutualFundWire.com - Wednesday, June 4, 2003 Views
Managers Pulls Plug on Sub
One sub-advisor out of 25 doesn't survive the crucible of the bear market...
MutualFundWire.com - Monday, June 4, 2001 Views - Reader Rating: 3
Business Building
Century Capital evaluated service providers not as vendor options, but as investment opportunities...
MutualFundWire.com - Monday, June 4, 2001 - Reader Rating: 3
Social Security Privatization
43% of investors favor privatization ... Investment Advisor and S&P team up ... State Street tinkers ... Dow Jones launches...
401kWire.com - Monday, June 4, 2001 - Reader Rating: 3
Social Security Privatization
43% of investors favor privatization ... Investment Advisor and S&P team up ... State Street tinkers ... Dow Jones launches...
MutualFundWire.com - Monday, June 4, 2001 - Reader Rating: 3
Checking Out Advice
An electronics company considers the services of advice giants...
401kWire.com - Monday, June 4, 2001 - Reader Rating: 3
Galileo Gazes at Advisors
The TCW funds group is working to become a major constellation in the night sky of advisors...
MutualFundWire.com - Monday, June 4, 2001 Views - Reader Rating: 3
Direction Retirement
Compass Group has chosen a new provider...
401kWire.com - Monday, June 4, 2001 - Reader Rating: 3
Nationwide Looks Local
The vendor gets chosen for a large DC plan in Great Lakes region...
401kWire.com - Monday, June 4, 2001 - Reader Rating: 3
Launch Pad
The CitiStreet site for small plans is up and running...
401kWire.com - Monday, June 4, 2001 - Reader Rating: 3
Week of June 4, 1999
RFP Roundup

The Weekly Roundup is a regular column examining the RFPs that appeared on our pages and the pages of other publications this week. ..
401kWire.com - Friday, June 4, 1999 - Reader Rating: 3
New Fund Family - Familiar Face
Bernham Securities, founded by I.W. Burnham and his son, and including three generations of Burnhams, is launching its own fund family...
MutualFundWire.com - Friday, June 4, 1999 Views - Reader Rating: 3
Shay Funds Select BISYS
Shay Asset Management has chosen BISYS as its backoffice for its $1.6 billion family of funds...
MutualFundWire.com - Friday, June 4, 1999 - Reader Rating: 3
Aon Corp. Taps Vendor for Its Own 401k
Chicago, Illinois-based Aon Corporation (NYSE: AOC) has selected INVESCO to be the recordkeeper for its 401(k) plan, John Reschke, vice president, told the 401kWire.com. The plan has 22,800 participants and $1.35 billoin in assets...
401kWire.com - Friday, June 4, 1999 - Reader Rating: 3
Odd Lots, June 4, 1999
Three index beaters with less volatility ... Fidelity wants to increase fees for our boys overseas ... Time for late cycle stocks ... Getting fund companies to trade on-line is like taking them to the dentist...
MutualFundWire.com - Friday, June 4, 1999 - Reader Rating: 3
DB Replacing Bankers Trust Name
The Deutsche Bank name will replace the Bankers Trust and Morgan Grenfell brands for most units of the new company, but BT Alex Brown keeps its name for the time being...
MutualFundWire.com - Friday, June 4, 1999 - Reader Rating: 3
Arkansas Concern Considers Out-Sourcing
El Dorado, AR-headquartered Murphy Oil Corporation (NYSE: MUR) is looking to out-source the administration of its 401(k) plan, Mark Vaughan, benefits manager, told the 401kWire. The plan has approximately $115 million in assets with 1,300 participants...
401kWire.com - Thursday, June 4, 1998 - Reader Rating: 3
New Team Joins Watson-Wyatt
Three executives from Towers Perrin are joining Watson-Wyatt in its Atlanta office. Jim Charles, formerly a consultant for the Asset Consulting Practice, will be assuming responsibility for research for defined contribution products. His duties at his new employer began May 14...
401kWire.com - Thursday, June 4, 1998 - Reader Rating: 3
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