The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are
       The insiders' edge for 40 Act industry executives!
   An InvestmentWires Pub 
Got Tips?
Share news, a press release or gossip.

 Get Daily Emails
MFWire headlines delivered to you each morning and afternoon.

Advertise Here
Reach more than 3,900 top fund executives via the fastest growing news service for industry insiders.

Call Now For Rates: 212-331-8999

Published by
40 Wall Street
28th Floor
New York, NY 10005

Stories Published Between 1/1/2005 And 4/1/2005
3/31/2005 Fund Mergers Down in 2004
3/31/2005 The Best Directors Are Low-Paid
3/30/2005 SEC Promotes Enforcer
3/30/2005 Kelmoore Targets Socially-Responsible Investors
3/29/2005 Closed-End Funds Have Gangbuster Day
3/29/2005 Federated Offers Value
3/29/2005 Vanguard Funds Added to Kansas 529
3/29/2005 Nuveen Taps Familiar Subadvisor for New ETF
3/29/2005 Hartford Looks for More Organic Growth in Fund Biz
3/29/2005 Nuveen Shares Fall After Plans Are Shared
3/28/2005 Take That, Calvert
3/28/2005 Victory Sells REIT Fund
3/28/2005 Insurer Plans Sale of Majority Stake in Nuveen
3/28/2005 Seven PE Firms Buy Sungard for $11.3 BN
3/24/2005 Janus Sheds Two Subadvised Funds
3/24/2005 Columbia Hires Away Putnam Exec
3/24/2005 Top Fidelity Trader Calls it Quits
3/24/2005 Eggers Back at Dreyfus
3/24/2005 AIM Files to Shutter Eight Funds
3/23/2005 Vanguard Relaxes Some Redemption Fees
3/23/2005 Legg Mason Swipes Fido Manager
3/23/2005 Fund Firms Leak Account Numbers
3/23/2005 2005 Bonuses Will Be Better, Says Janus
3/22/2005 Mercer Gets into the Investment Biz
3/22/2005 Top Bisys Lawyer Leaves
3/22/2005 Vanguard Intros Fund of Funds
3/22/2005 Victory's Prez Takes on CEO Role
3/21/2005 Database Provider Adds Sales Exec
3/21/2005 AXA IM Names Asia Director
3/21/2005 HSBC Sells off Aussie Arm
3/21/2005 Fund Proxy Firm Hires Two
3/21/2005 SunGard is in Play
3/21/2005 Is the Fund Action Curse Reversed?
3/21/2005 OSC Mulls More Rules
3/21/2005 Fund Scandals Help Put Citigroup in the Fed’s Penalty Box
3/21/2005 Brown Walks from SSgA
3/18/2005 Canadian Regulators Call Off Fund Probes
3/18/2005 Franklin Chairman Takes Some Chips Off the Table
3/18/2005 Roche & Riepe See Bigger Bonuses
3/18/2005 Guardian Park Ave Manager Calls it Quits
3/18/2005 Hennessy Snaps up $340 MM in Fund Assets
3/18/2005 Pimco Stock Funds to Get Rebranded
3/18/2005 American Funds Cuts Fees
3/17/2005 Forward Adopts Emerald in Time for St. Patrick's Day
3/17/2005 McKinsey Alumn Will Plot AEFE's Public Course
3/17/2005 Wachovia Ad Campaign Stresses Life Moments
3/17/2005 Jenson Portfolio Manager Gains Equity Stake
3/16/2005 House Committee Passes Bill Banning Contractual Funds
3/16/2005 Fido Creates Non-Fund Asset Management Biz
3/16/2005 Portland Fund Firm Intros No-Fee IRA
3/16/2005 Sentinel Management's CEO to Head Fund Group
3/16/2005 Putnam Airs Rare Mainstream Ads
3/16/2005 Pioneer Gives Wholesalers Wireless Data
3/16/2005 Schwab Sues TD Waterhouse
3/15/2005 Fidelity International Goes Live in India
3/15/2005 Fido Names Co-Manager on Asset-Allocation Funds
3/15/2005 Alliance: NASD Settlement is Imminent
3/14/2005 Pozen to Give Up BoNY Board Seat
3/14/2005 Ibbotson Names Research Director
3/14/2005 DeAM Unit is on the Block
3/14/2005 Schwab Plans Comeback
3/14/2005 Janus Banks on Performance to Turn the Tide
3/11/2005 KeyCorp's B-D Settles with NASD
3/11/2005 401(k) Investors Continue to Chase Opps Abroad
3/11/2005 Fido Intros Age-Targeted Funds for Insurers
3/11/2005 Keeping up with the Johnsons
3/10/2005 Who Will Take Roye's Place?
3/10/2005 DeAM's Top Dog Continues Shakeup
3/9/2005 Northern Trust Adds Sales Exec
3/9/2005 Schwab is Next on AFL-CIO Hit List
3/9/2005 Evergreen Highlights Performance in New Ad Campaign
3/9/2005 Vanguard Adds VIPERs, Cuts Expenses
3/9/2005 American Funds' Parent Breaks New Ground
3/9/2005 Donaldson: 12b-1 Fees to Get Thorough Review
3/9/2005 Northwest Firm Names Principals
3/8/2005 Amvescap Exec Steps Down
3/8/2005 Is AARP Shopping for a New Partner?
3/8/2005 One Open, One Closed at JP Morgan
3/8/2005 Scudder Makes Bet on Commodities with New Fund
3/8/2005 Janus Axes Bay Isle Chief
3/8/2005 ProFunds Launches Rare Currency Funds
3/8/2005 Incidents Spotlight Media Attention on Shareholder Info Security
3/8/2005 Dreyfus Lion Roars Again
3/8/2005 BoA Awards $224 Bn Fund Outsourcing
3/8/2005 Philly Chooses Manager for $145 MM Large Cap Mandate
3/7/2005 JPMorgan to Close One, Opens Another
3/7/2005 Will Alliance Hold out in Florida Suit?
3/7/2005 Fido Builds up Operations Abroad
3/7/2005 Alger Adds Manager in Tech Sector
3/7/2005 DeRemer Joins Putnam at Rival I-Bank
3/4/2005 Poorly Performing Putnam Managers Say Goodbye
3/4/2005 TIAA-CREF Trustee Resigns over E&Y Ties
3/3/2005 RS Brings on Two New Hires
3/3/2005 Fund Flow Track Sees Growth
3/3/2005 A New Look for Financial Planning?
3/3/2005 ALPS Chooses New Fund Software
3/3/2005 Citi Manager Leaps to TIAA-CREF
3/3/2005 Franklin Advisors Loses CCO to US Bancorp
3/3/2005 Closed, but Not for Long
3/2/2005 Fido Ups Ante in Price War with Vanguard
3/2/2005 Morningstar Replaces DataLab with Direct
3/2/2005 Brokers: Thanks for the Memories JP Morgan
3/2/2005 Marsh CEO Scotches Talk of Putnam Sale
3/1/2005 Amvescap Widens Search for New CEO
3/1/2005 Nuveen on the Block
3/1/2005 The SEC is Looking at How Funds Decide Whether to Collect on Class Actions
3/1/2005 Franklin Templeton Settling with Canadian Regulators
3/1/2005 Pioneer Adopts Cullen Value Fund
3/1/2005 Gartmore Hires Sales Director for Alternatives
3/1/2005 Neuberger Berman Buys High Net Worth Talent
3/1/2005 Concentrated Fund Opens it Doors
2/28/2005 Former Enterprise CEO Joins Witter
2/28/2005 State Street Recognized for European Efforts
2/28/2005 Putnam Names Global Core Equity Manager
2/28/2005 New Hires to Help Russell Expand its Distribution
2/25/2005 Who Will Take Roye's Hot Seat?
2/25/2005 The ICI Documents 12b-1 Growth, but Who is Listening?
2/25/2005 Strickland Takes Over Fido Canada
2/25/2005 T. Rowe Closing Mid-Cap Fund
2/25/2005 Janus Opens Two Funds
2/24/2005 Former PwC Partner Honored at NICSA '05
2/24/2005 AIM Hires Academic to Distribute Settlement Monies
2/24/2005 Schwab Looks to Bank on Equity Ratings
2/24/2005 Columbia Continues Fund Revamp
2/24/2005 Canada Eliminates Cap: Could be Boon for U.S. Funds
2/24/2005 IRS Clarifies Wrap Fee Rules
2/23/2005 Brandywine Outsources Managed Account Ops
2/23/2005 Northern Trust Adds BGI, SSgA Hires
2/22/2005 Lipper Names Top Fund Group
2/22/2005 Take Two: SEC Again Considering Shrinking Prospectuses
2/22/2005 China May Open Door for Bank Funds
2/22/2005 One Group is No More
2/22/2005 Vanguard Goes to Israel
2/18/2005 Losing the AAdvantage
2/18/2005 Another BankNorth Manager Becomes a Citizen
2/18/2005 Mercer Launches Multi-Manager Unit
2/18/2005 BoA to Elect Five Trustees
2/18/2005 Roye to Quit SEC Post
2/17/2005 DeSano Stays, but Five Will Join Him
2/17/2005 Merrill, Morgan Stanley Drop Trails on Small Accounts
2/17/2005 BlackRock Plans $250 MM Debt Offer
2/17/2005 SEC Hones in on Fund POS, Disclosure
2/16/2005 Rydex Readies Russell 50 ETF
2/16/2005 Pimco Dumps PEA for Oppenheimer Capital
2/16/2005 Gartmore Revamps Distribution Team
2/15/2005 Robeco Rebrands
2/15/2005 Eaton Vance Eyes HNW Acquisitions
2/15/2005 State Street Welcomes Vet Back into the Fold
2/15/2005 $400 MM on the Shelf for Gabelli
2/15/2005 Fido Makes Waves with Korea Entrée
2/14/2005 IRA Investors Diversify
2/14/2005 First Eagle Flies High
2/14/2005 Gabelli Hires SSRM Manager
2/14/2005 Two More SMA Providers Go South of $100,000
2/14/2005 Putnam Shakes up Investment Team
2/11/2005 Fidelity Tallies 2004 Successes
2/10/2005 Fund Boards to Get More Guidance
2/10/2005 Fido Names Mid, Large Cap Manager
2/10/2005 Rater Awards Funds' Services
2/10/2005 Fund Software Provider Adds Reuters Data
2/9/2005 Top Industry M&A Banker Says Adieu to Namesake
2/9/2005 Former BGI CEO Steps in at HP
2/9/2005 VC Commits Funding to ETF Upstart
2/9/2005 CSAM Drops Money Market Fund Fees
2/9/2005 Transamerica Lands SMA Slots
2/9/2005 2004's Asset Allocation Winners
2/8/2005 American AAdvantage Names Indy Chair
2/8/2005 JP Morgan Buys out Joint Venture
2/8/2005 State Street Improves Accounting App
2/8/2005 Insurer Partners with iShares for VA ETFs
2/8/2005 UBS Eyes Small Buys
2/7/2005 Funds Provide More Disclosure for Managers
2/7/2005 ICI Voice Starting to be Heard in Fee Debate
2/4/2005 Galvin Feels Generous Towards Whistle Blower
2/4/2005 Is it Time to Mourn for Morningstar?
2/4/2005 Who Wants to Manage Social Security Money?
2/3/2005 NorCal Fund Firm Goes Shopping
2/3/2005 IXIS Launches Second Multi-Manager Fund
2/3/2005 ING Awards Subadvisor Three Fund Mandates
2/2/2005 San Antonio Fund Firm Inks with UK Subadvisor
2/2/2005 PowerShares to Debut Energy ETF
2/2/2005 Advisor Lands Vanguard Cash
2/2/2005 Sentinel Reorgs, Hires CEO
2/2/2005 Fifth Subadvisor Aboard AAdvantage Fund
2/2/2005 Oppenheimer Hires Institutional Sales Exec
2/1/2005 AmEx Sheds Funds, Advisors
2/1/2005 Wasatch Reorgs Investment Team
2/1/2005 Nuveen Stakeholder Considers Sell-Off
2/1/2005 ETF Giant Intros Socially-Responsible Fund
2/1/2005 Marsh Cuts an $850 MM Deal with Regulators
1/31/2005 SSgA Taps Insider to Head Firm
1/31/2005 Alliance May Team with Chinese Insurer
1/31/2005 Fido Comes Clean
1/28/2005 Primecap Goes Live with Fund Website
1/28/2005 NASD Lets Franklin off the Hook
1/28/2005 Cohen & Steers' Fund Starts Trading
1/28/2005 Calamos Adds Indy Directors
1/28/2005 It's My American Century
1/27/2005 The Hartford Builds Fund Sales Force
1/27/2005 Janus to Focus on Institutional Biz
1/26/2005 Storms to Head Mercer HR
1/26/2005 IXIS' Wholesalers Get Wireless Tool
1/26/2005 AFL-CIO Plan March Against Fund Firms
1/26/2005 RS Shaves Fees for Six Funds
1/26/2005 San Fran Firm Names Co-Manager
1/26/2005 AMG Beats Estimates by Two Pennies
1/26/2005 Janus Execs, Managers Agree to New Comp Plan
1/25/2005 Advantage, Wells Fargo
1/24/2005 Gartmore Int'l Equities Team Gets Boost
1/24/2005 USAA Launches Total Return Fund
1/24/2005 Legg Mason Finds Acquisition Targets Few and Far Between
1/24/2005 ICI Hires Retirement Lobbyist
1/24/2005 Callan Exec to Join Artisan
1/24/2005 Is An Alternative to the Hard 4pm Near?
1/21/2005 New Prez at PFPC
1/21/2005 Gartmore Launches Small Cap Leaders Fund
1/21/2005 Harris Opens Door All the Way
1/21/2005 Two More Traders at Fido Leave
1/20/2005 Are You in the Zone?
1/20/2005 Will the White House Tip the Scales in 2005?
1/20/2005 ICI Group Gives Indy Chair Recs
1/19/2005 Nuveen Ends Year with a Bang
1/19/2005 SEC Exec Says Goodbye
1/19/2005 Lord Abbett Bulks up Internal Sales Desk
1/19/2005 Gabelli Names Prez for Alternative Group
1/19/2005 Expense Growth Dims State Street's Earnings Call
1/19/2005 Investors Bombard Funds with Another Type of Lawsuit
1/18/2005 State Street AUM up, but Earnings Disappoint
1/18/2005 Fund Firms Ready for Earnings Season
1/18/2005 Portland Fund Inks Deal with OneSource
1/18/2005 Ex-Putnam Portfolio Manager Decries "Chauvenistic Culture"
1/14/2005 Fido Rotates Mid-Cap Manager
1/14/2005 How Do Funds Win Spots on 401k Platforms?
1/13/2005 Firms Try to Find the Best Bang for Their Buck
1/13/2005 A Fund Upstart Choosing the Outsourcing Route
1/13/2005 SEC Commish Undergoes Surgery
1/13/2005 Funds Face Wholesale Shakeup
1/13/2005 Fido Offers International Advisor-Sold Option
1/12/2005 Fink Spills Secrets of BlackRock's Success
1/12/2005 $600 MM 529 up for Bid
1/12/2005 New AMG Sales Group Goes Live
1/12/2005 PFPC Exec Joins IXIS
1/12/2005 ProFunds Quick out of the Gate
1/11/2005 Which Funds Took Home the Bacon in 2004?
1/11/2005 Fido Searches for RIA Group Head
1/10/2005 An Even 900 Rounds out the Crew
1/10/2005 Some Firms Are Better Than Others
1/10/2005 Morningstar Opts for Auction-Style IPO
1/10/2005 Where Did the New Funds Go in 2004?
1/7/2005 Bright Lights for State Street?
1/7/2005 Judge Rules Against Ex-Pru Brokers
1/6/2005 Schroder: Now an Eight Fund Family
1/6/2005 Spitzer-Haters Have a Friend in Trade Group's Prez
1/6/2005 IXIS Adds Fuel to its Separate Account Biz
1/5/2005 Acadian Fills New Exec Slot
1/5/2005 Fidelity Rotates Sector Managers
1/4/2005 What to Do with U.S. Trust?
1/4/2005 National City Continues Hiring Spree
1/4/2005 Calvert Goes Long
1/4/2005 Guardian BD Unveils Wrap ETF
1/4/2005 Dutch Parent Brings Brand to Fore
1/3/2005 Morningstar Crowns Top Managers, Expect Flows to Follow
1/3/2005 Strong-Wells Fargo a Done Deal

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use