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News Stories Archives - Since 1998
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BofA Narrows the Columbia Bids to Three
Updated | Who will buy the Boston-based asset management giant?..
MutualFundWire.com -
Thursday, June 18, 2009
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Reader Rating: 4
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Two Boston Fund Firms Alter Wholesaler Comp
Two mutual fund companies have reportedly implemented changes to wholesaler compensation in an effort to encourage diversification in the funds sold by wholesalers...
MutualFundWire.com -
Tuesday, March 23, 2010
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Pioneer Taps Hancock, Ameriprise Alums for a Renamed Group
The Boston-based fund firm recently changed the name of its relationship management and strategic alliances group...
MutualFundWire.com -
Wednesday, December 16, 2009
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The GoldK Web Plan
Can this startup change the retirement business with no-fee plan administration? ..
401kWire.com -
Wednesday, August 09, 2000
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Reader Rating: 3
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Hancock is Hiring
John Hancock is adding to teams covering RIAs, b-ds and consultants...
MutualFundWire.com -
Friday, January 15, 2010
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Two Pioneer Wholesalers Jump to a Rival Firm
Pioneer is looking for replacements for the two wholesalers who were part of the RIA team...
MutualFundWire.com -
Tuesday, April 06, 2010
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DWS Scudder Hires Four for Distribution Team
The new recruits join DWS Scudder's financial advisor division...
MutualFundWire.com -
Monday, January 28, 2008
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Hancock Wins Big In Internet Ad Awards
Hancock Funds won three prizes in an online-only marketing competition...
MutualFundWire.com -
Tuesday, May 18, 2010
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A New Hancock Fund Lures $1 Million a Day
Less than a month after its launch, the Wellington-subadvised fund is already one of Hancock's top sellers...
MutualFundWire.com -
Tuesday, August 25, 2009
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Reader Rating: 5
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Which Fund Firms Excel at Connecting with Advisors?
Cogent releases the findings of its Advisor Touchpoints report...
MutualFundWire.com -
Wednesday, November 04, 2009
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Reader Rating: 4
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How Has Fund Distribution Changed?
Speakers at the MFWire Influencers' Summit share their thoughts on how the events of 2008 have altered the distribution landscape...
MutualFundWire.com -
Wednesday, September 30, 2009
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Pioneer Sale is Gavel-Ready
The European bank has reportedly almost finished the pitch book for the mutual fund firm...
MutualFundWire.com -
Wednesday, August 18, 2010
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Fund Companies Get Gold Stars
John Hancock bagged two of the top awards at the 13th annual STAR awards. Fidelity, Vanguard and Ariel were among the others who took home prizes...
MutualFundWire.com -
Monday, October 26, 2009
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Putnam, BlackRock Win Again
The companies, along with others such as Evergreen Investments and JPMorgan Funds, have won an award for customer service...
MutualFundWire.com -
Tuesday, January 12, 2010
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Reader Rating: 5
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Hancock Lines Up Another Adoption Deal
Hancock is working on its 10th fund adoption in seven years...
MutualFundWire.com -
Tuesday, August 18, 2009
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Reader Rating: 5
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Integrity's Q3 Profit Drops 54 Percent
Updated | The Minot, North Dakota firm unveils its third quarter results...
MutualFundWire.com -
Thursday, November 13, 2008
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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 04, 2008
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Reader Rating: 3.5
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Advisors Vote American Funds as Best Marketers
The latest installment of FRC's advisor insight study unveils the ten top asset management marketers as picked by 1361 advisors and branch managers, with American Funds, Franklin Templeton, and Fidelity taking top honors..
MutualFundWire.com -
Tuesday, December 08, 2009
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Turner Hires Seven Wholesalers
Turner Investment Partners is stepping up its expansion efforts, hiring four external wholesalers and three internal...
MutualFundWire.com -
Thursday, August 27, 2009
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Reader Rating: 3
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The Wells Fargo Stagecoach Picks Up a DC Acquisition
UPDATED| Wells Fargo has agreed to purchase a DC recordkeeping business...
401kWire.com -
Tuesday, April 28, 2009
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Reader Rating: 3.4
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Vanguard and Fido are the Stars, So Where Does Your Fund Firm Rank in Growth Potential?
Cogent Research has applied its predictive model to fund firms to tease out which funds will be tomorrow's Stars, Leaders, Players or Drifters, based on their growth potential...
MutualFundWire.com -
Thursday, October 25, 2007
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Reader Rating: 5
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What's the Latest Word on Active Versus Passive?
The WSJ provides two more perspectives about the two sides of the asset management coin for mutual funds...
MutualFundWire.com -
Wednesday, January 06, 2010
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Manulife Buys Another Canadian Fund Firm
Asset managers up north continue to attract the parent of John Hancock...
MutualFundWire.com -
Thursday, October 01, 2009
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Marketer Sues Rydex, Claims Broken Promises
Phil Fragasso, SVP and chief marketing officer officer at Rydex Investments, has filed a suit alleging that retention pay promised to him by Rydex's CEO has not been forthcoming...
MutualFundWire.com -
Wednesday, August 08, 2007
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Reader Rating: 4.21
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Retirement Advisors are not Just Advisors
What's new in the 401k industry? Fundsters interested in the business should pay attention to the growing differences between intermediaries who specialize in the retirement plan business and those who simply dabble while hailing from the retail world...
MutualFundWire.com -
Friday, May 28, 2010
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Reader Rating: 4
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Flood of Retirement Shares Continues
Two more fund firms have added R shares to boost their 401k marketshare...
401kWire.com -
Wednesday, August 06, 2003
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Reader Rating: 3.33
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Are Fido and Schwab Wasting Their Efforts With Commission-Free ETFs?
According to new data from a marketing research firm, affluent ETF investors want full-service brokerage and more, not commission discounts...
MutualFundWire.com -
Wednesday, March 03, 2010
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Turner Ups its Wholesaler Count by Five
The Berwyn, Pennsylvania-based firm now has 17 wholesalers...
MutualFundWire.com -
Thursday, November 05, 2009
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Great-West Hires from Hancock, ING
The Colorado-based plan provider has two new faces on its sales team...
401kWire.com -
Wednesday, October 28, 2009
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Reader Rating: 3.2
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Top Hancock Sales Executive Moves On
There has been a change in the senior ranks at the Boston-based bundled DC plan provider...
401kWire.com -
Tuesday, June 03, 2008
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Reader Rating: 3
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A Hancock Sales Exec Departs
Whether Hancock has tapped a replacement isn't clear...
401kWire.com -
Monday, November 16, 2009
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Reader Rating: 1.5
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A Top Retirement Exec Leaves a Wirehouse
Updated | The broker-dealer may be searching for a new institutional consulting chief...
401kWire.com -
Thursday, February 25, 2010
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Reader Rating: 1
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Mother Merrill Will Add 'Energy' to a Key Retirement Platform
What's new in the 401k industry? A wirehouse reboots one of its retirement plan offerings as one of its own says goodbye. Meanwhile, Pimco pushes a non-traditional approach to target date funds...
MutualFundWire.com -
Friday, April 23, 2010
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Putnam, Hancock Reportedly Eye ETFs Even as iShares Gains Share
The ETF marketplace is on the cusp of its own Cambrian explosion at the same time iShares is increasingly dominating the landscape...
MutualFundWire.com -
Tuesday, January 05, 2010
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The Advantages of John Hancock
One of the best-known brands in the retirement industry is going away...
401kWire.com -
Thursday, February 24, 2005
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Reader Rating: 3
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Deal May Bring New Competitor Into Large Plan Arena
Fidelity, Hewitt, JPMorgan and the rest of the competitors in the large plan market could be seeing a new face in their final presentations if a rumored deal comes off...
401kWire.com -
Friday, August 11, 2006
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Reader Rating: 3.71
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BlackRock's Web Site is Tops among its Peers
Kasina revealed the results of its study on asset managers' intermediary-focused Web sites...
MutualFundWire.com -
Monday, December 07, 2009
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Reader Rating: 3
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Bruce Harrington Lands
The former head of LPL's retirement unit scores a new gig in Beantown...
401kWire.com -
Wednesday, August 11, 2010
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Reader Rating: 2.33
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Cigna Sale Still Two Weeks Away
The sale will not be done by the end of October according to a published report...
401kWire.com -
Monday, October 27, 2003
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Reader Rating: 4.5
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American Funds Take Top Honors in Adviser Survey
Advisers have weighed in on their favorite lifecycle and risk-based target date fund suites and their favorite fund families in general...
MutualFundWire.com -
Wednesday, September 26, 2007
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Reader Rating: 3
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Hancock Has an ETF Itch
Another player prepares to enter the exchange-traded fund game...
MutualFundWire.com -
Thursday, September 03, 2009
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Hancock's Parent Names New President
The fund arm of John Hancock's foreign parent company finds a new senior executive from within its ranks...
MutualFundWire.com -
Monday, March 15, 2010
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Former Hancock President and Manulife COO Steps Down
John DesPrez III has held a number of high level jobs at both Hancock and Manulife, but he is leaving the family...
MutualFundWire.com -
Thursday, May 06, 2010
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Sun Rising on More Recordkeeper Deals
More deals may be in the works as providers seek to exit the retirement red zone and enter 401k heaven...
401kWire.com -
Thursday, December 13, 2007
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Reader Rating: 5
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ProFunds Hires a Head Fund Sales Pro
The leveraged-funds and ETF specialist lands a former Lincoln Financial and John Hancock executive to oversee its distribution...
MutualFundWire.com -
Monday, May 24, 2010
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GoldK Vets Move On
Two GoldK veterans have landed positions at other firms...
401kWire.com -
Friday, March 28, 2003
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Reader Rating: 5
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FRC: Advisors Want Wholesalers Who Understand
Advisors want asset management wholesalers with solutions and understanding, not product pushers. That's just one of the findings of a new research report released by Financial Research Corporation and Horsesmouth...
MutualFundWire.com -
Friday, July 13, 2007
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Reader Rating: 3.33
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Great-West Snaps Up Sales Directors
Updated | The Colorado-based retirement services provider officially announces the hiring of two NJ-based sales directors...
401kWire.com -
Thursday, November 12, 2009
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Reader Rating: 1.5
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Is 401k a Brand Wasteland?
An industry consulting firm sees big opportunities for DC providers to differentiate themselves in a maturing industry...
401kWire.com -
Thursday, June 10, 2010
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Reader Rating: 3.62
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An Insurer Reorgs Retirement Under a Distribution Veteran
A DC provider puts its retirement businesses under one chief, one of its own top distribution executives...
401kWire.com -
Wednesday, February 03, 2010
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Reader Rating: 3
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A Brokerage Giant Knocks on 401k's Door
In recent years it seems that 401k providers have only rushed to the exits, now one of the nation's largest brokerage firms is heading in the other direction ... into the market...
401kWire.com -
Friday, May 18, 2007
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Reader Rating: 2.67
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The Globe Tosses Another Name and a Price Into the Columbia Buzz
The Boston paper profiles the BofA-owned fund firm, which is reportedly on the block...
MutualFundWire.com -
Tuesday, May 12, 2009
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Bloomberg Hunts for Junk Inside Target Date Funds
High-yield corporate bonds play a role inside many 2010 target date fund portfolios...
MutualFundWire.com -
Wednesday, December 16, 2009
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Reader Rating: 5
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WSJ Says BofA Expects to Sell Columbia
What will happen to the asset management subsidiary of BofA?..
MutualFundWire.com -
Wednesday, April 01, 2009
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Reader Rating: 4
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Hancock Seizes Another Fund Opportunity
The Boston-based fund firm expands is product roster...
MutualFundWire.com -
Monday, February 22, 2010
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John Hancock Picks a New President
The company has tapped the head of its insurance division for the post...
MutualFundWire.com -
Thursday, May 21, 2009
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Hancock Execs Take on New Roles
The change took place late last month...
MutualFundWire.com -
Wednesday, July 14, 2010
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Reader Rating: 5
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Heigh Ho, I-O: Two Fund Firms Think DC Growth
What's new in the 401k industry? One Boston fund company has added two investment-only team members, while a New York Banks searches for 10 new hires...
MutualFundWire.com -
Friday, May 21, 2010
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Two Hancock Wholesalers Take Up New Posts
The Boston-based plan provider has moved two of its wholesalers to different territories...
401kWire.com -
Tuesday, June 01, 2010
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Reader Rating: 1
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Great-West Taps a B-D Relations Pro for a Newly Created Post
The Greenwood Village, Colorado-based plan provider appoints a director of business development...
401kWire.com -
Thursday, January 07, 2010
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John Hancock Funds Names COO
John Hancock Funds has tapped on of its own to fill the newly created role of chief operating officer...
MutualFundWire.com -
Tuesday, June 19, 2007
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Reader Rating: 3
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Hancock Hits the Road
John Hancock's annual road show hopes to get investors rolling again...
MutualFundWire.com -
Wednesday, September 23, 2009
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New Faces and Opportunities Crop Up at DC Distributors
Here's a roundup of people moves at 401k plan providers...
MutualFundWire.com -
Friday, March 05, 2010
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MassMutual Vet Joins Hancock
A former MassMutual managing director resurfaces at John Hanock...
401kWire.com -
Tuesday, July 27, 2010
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Hancock Promotes a Fund Product Manager to the C-Level
Andy Arnott earns two titles, from Hancock and Manulife Financial Corp...
MutualFundWire.com -
Wednesday, September 16, 2009
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Who Are the Women Leaders of the 401k Industry?
The 401kWire's list of Senior Leaders Nominees includes women from across the industry...
401kWire.com -
Tuesday, September 25, 2007
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Reader Rating: 4.2
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Sold! Morgan Stanley Finds a Buyer
The white shoe Wall Street firm has found a buyer for its recordkeeping biz...
401kWire.com -
Tuesday, March 06, 2001
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Reader Rating: 3
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International Funds Beat the Locals in 2009
International stock funds were the year's top performer, however their future is worrisome to some investors...
MutualFundWire.com -
Monday, January 04, 2010
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Hancock Makes its 11th Fund Adoption
The firm is taking over another Robeco fund..
MutualFundWire.com -
Thursday, March 25, 2010
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Hancock Throws its Hat Into the Retirement Income Mutual Fund Arena
John Hancock is giving Fidelity and Vanguard a run for their money in the retirement income market...
MutualFundWire.com -
Friday, October 19, 2007
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Reader Rating: 4
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Hartstein Reveals Hancock's Sales Target
The top executive of John Hancock Funds talks about his unit's sales goal for 2010...
MutualFundWire.com -
Tuesday, January 19, 2010
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Morgan Stanley Deepens its Relationship with a Plan Provider
Morgan Stanley advisors and their clients now have access to three offerings from the plan provider...
401kWire.com -
Monday, March 23, 2009
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Reader Rating: 4
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Is Greenmail in the Cards at Seligman?
The fund firm may have a weaker hand than it would like as it solicits bids for its business thanks to a hedger seeking a payoff for his closed-end holdings...
MutualFundWire.com -
Tuesday, May 13, 2008
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Reader Rating: 4
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Hancock and Wellington Partner for a New Fund
The new fund will invest in natural resources and energy..
MutualFundWire.com -
Monday, April 12, 2010
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A Texas RIA Plans to Slaughter the 401k Competition
Updated | A financial planning and asset management firm creates a new unit to dive into the DC business...
401kWire.com -
Friday, March 19, 2010
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Reader Rating: 2
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Hancock Brings in a DWS Alum
The Boston-based mutual fund firm names its choice for a newly created position...
MutualFundWire.com -
Wednesday, June 16, 2010
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WSJ Ponders the 'Most-Flexible' Mutual Funds
How have funds with long leashes held up in the volatility of the past several years?..
MutualFundWire.com -
Thursday, November 12, 2009
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Reader Rating: 1
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Hancock is Hiring
The Boston-based plan provider adds eight regional vice presidents and 10 associates for its internal sales desk. It plans to further increase the size of its sales team...
401kWire.com -
Monday, February 09, 2009
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Reader Rating: 4.67
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ExpertPlan Hires an Exec for its Newly Acquired Business
Updated | Fresh off its latest purchase, the outsourced recordkeeper appoints a vice president of sales and business development...
401kWire.com -
Thursday, June 18, 2009
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Reader Rating: 4
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Financial Crisis Rocks Retirement Income Players
In what should be their glory days, the stocks of some insurers hoping to provide retirement income are under siege...
401kWire.com -
Wednesday, November 12, 2008
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Reader Rating: 4.5
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Hancock's Parent Acquires a Fund Firm Up North
ManuLife buys a Canadian asset manager...
MutualFundWire.com -
Thursday, September 17, 2009
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A Plan Provider Clinches a Spot on Smith Barney's Platform
UPDATED| A provider's 401k products for small and mid-sized plans are now offered through Smith Barney FAs...
401kWire.com -
Monday, April 06, 2009
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Reader Rating: 4
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Fed Approves Pending Merger
The Federal Reserve Board approved the merger that will create the second-largest life insurance company in North America...
401kWire.com -
Wednesday, April 07, 2004
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Reader Rating: 3
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A Wachovia Alum Joins Hancock's I-O Team
Hancock hires in the Southeast...
401kWire.com -
Wednesday, July 07, 2010
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Hancock Hires A Regional VP
The new hire will cover the Greater Atlanta Region...
401kWire.com -
Wednesday, April 07, 2010
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Reader Rating: 1.5
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Hancock Promotes a Sales Manager
A regional sales director moves up the ranks in Art Creel's sales team...
401kWire.com -
Tuesday, February 16, 2010
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ING Adds a TPA Expert
The new hire joined Ralph DelSesto's team on Tuesday...
401kWire.com -
Thursday, June 03, 2010
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401k Investors Won't GIP Funds, Says Research
Meanwhile, a new old player wants to start buying 401k recordkeepers...
MutualFundWire.com -
Friday, April 09, 2010
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Reader Rating: 1
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Senior Leaders
Ann Combs, Cynthia Egan, Cynthia Hayes, Katherine MacMillan, Sandy McCarthy...
401kWire.com -
Tuesday, November 06, 2007
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Reader Rating: 3
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Another Vendor Looks for the Exits
An insurer today informed its pension business employees that it would no longer sell new plans. This is likely its first step on the way out of business...
401kWire.com -
Monday, October 28, 2002
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Reader Rating: 4
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Hancock Gains DC Access to a Giant Brokerage
Updated | The insurer inks a distribution partnership for its retirement plan unit...
401kWire.com -
Tuesday, September 15, 2009
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Great-West Taps Hancock and Principal Vets for its Sales Team
The two fill newly created sales posts at Great-West...
401kWire.com -
Tuesday, February 03, 2009
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A Golden Opportunity at Golden Rule?
Health Savings Accounts (or HSAs) hold out the promise of a 401(k)-like distribution avenue for the fund industry. Until now, though, that channel has remained theoretical as few if any plan administrators have allowed participants to invest their funds. That may be starting to change. This week, for example, United Healthcare affiliate Golden Rule Insurance Company took the wraps off an HSA product that offers participants the choice of eight mutual funds as investments...
MutualFundWire.com -
Wednesday, August 09, 2006
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Reader Rating: 3.5
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MassMutual Hires Four for its Sales Team
The Springfield, Massachusetts-based provider has made four additions to its institutional sales team...
401kWire.com -
Tuesday, April 08, 2008
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Reader Rating: 4
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Lincoln Alum Joins a Non-Producing TPA
A non-recordkeeping firm brings on its first sales and marketing chief...
401kWire.com -
Friday, July 17, 2009
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Reader Rating: 5
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An NRP Team Engineers the Switch of Two Plans to Pru
A SoCal plan moves its two DC plans to a single provider and a single advisory firm...
401kWire.com -
Monday, August 09, 2010
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BofA Merrill Reboots MLConnect
Andy Sieg and his team reboot the advisor-sold, small plan DC product at BofA Merrill. Watch for Sieg to changes to the alliance partner list for the offering...
401kWire.com -
Thursday, June 03, 2010
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Reader Rating: 3.5
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Wellington and Hancock Pair Up for a Technical Encore
Hancock is prepping another "go anywhere" fund as a vehicle for Frank Teixiera...
MutualFundWire.com -
Wednesday, July 28, 2010
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Bowne Hires Secret Weapon in XBRL Wars
Bowne & Co has hired XBRL vet, Rob Blake as senior director of Interactive Services...
MutualFundWire.com -
Wednesday, September 26, 2007
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Reader Rating: 5
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Done Deal Between BISYS and UPI
BISYS has picked up recordkeeper and administrator Universal Pensions.
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401kWire.com -
Friday, June 01, 2001
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Reader Rating: 3
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Hancock Partially Restricts Asset Allocation Funds
The Boston-based fund firm plans to block new investors from purchasing shares in certain classes...
401kWire.com -
Wednesday, July 22, 2009
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Reader Rating: 4.5
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