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News Stories Archives - Since 1998
iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com - Monday, August 02, 2021
Seven Years In, a VP Leaves Conduent
The exec previously spent 21 years with Voya, ING, CitiStreet, and State Street...
401kWire.com - Monday, August 02, 2021
A 6.2MM-Participant Plan Combines Two Leadership Roles
The change comes as the plan is going through a multi-year recordkeeping shift...
401kWire.com - Monday, August 02, 2021 - Reader Rating: 1
Two RKer Allies and Counting
A PE-backed insurance brokerage's KPA aggregator team is looking to add more recordkeeper allies to a new offering...
401kWire.com - Monday, August 02, 2021
Week In Preview, August 2 - August 8
This week, the team at Fi360 will host an online event, and the parents of several retirement plan providers will release Q2 earnings reports...
401kWire.com - Monday, August 02, 2021
Week In Preview, August 2 - August 8
This week, the team at MMI will host an online event, and some familiar firms will release earnings reports...
MutualFundWire.com - Monday, August 02, 2021
A Fundster Distro Vet Joins Waddell's Board
He retired last year after 31 years with a big mutual fund shop...
MutualFundWire.com - Friday, August 02, 2019 Views
A 20-Year Invesco Vet Joins Franklin Templeton
Yaqub Ahmed adds to his DC I-O team at the publicly traded asset manager...
401kWire.com - Friday, August 02, 2019 - Reader Rating: 4.2
The ARA Takes a Stand Against Three Dem Contenders
The retirement association takes issue with the candidate’s funding ideas...
401kWire.com - Friday, August 02, 2019
Three Fundster CEOs Stand By the Promise of Baltimore
Asset management chiefs join seven other local leaders in defending the city and one of its local politicians against the President's criticisms...
MutualFundWire.com - Friday, August 02, 2019 Views
An Ex-Pfizer Bigwig Advises Ruble and Co.
The Custodia chief continues to expand the firm's advisory board...
401kWire.com - Friday, August 02, 2019
Six Content Marketing Tips For KPAs
How do you educate your clients and prospects while spreading the word about your firm? A growth ally to asset managers shares some insights...
401kWire.com - Thursday, August 02, 2018
A Tech-Driven Strategy For the New Retirement Information Era
Bob Ward of VMS talks about the state of billing and processes in the recordkeeper business...
401kWire.com - Thursday, August 02, 2018
A Midwestern ETF Entrepreneur Hunts While Pondering Liquid Alts
This startup is searching for a research director. Next up they might add another sales exec or launch a hedge fund strategy...
MutualFundWire.com - Thursday, August 02, 2018 Views
13 Going on 30 ... CITs
A KPA network continues to build out its subadvised investment products...
401kWire.com - Thursday, August 02, 2018
Women Don't Want To Risk It When Saving, Study Says
A new study analyzes the differences between men and women when it comes to retirement and investing. ..
401kWire.com - Thursday, August 02, 2018
How Distro Is Evolving, in Eric Colson's Eyes
The Artisan chief talks about this and more in the firm's Q2 2018 earnings call with analysts...
MutualFundWire.com - Thursday, August 02, 2018 Views
A MassMutual Managing Director Leaves After One Year
As the MassMutual retirement team moves, a managing director departs. ..
401kWire.com - Thursday, August 02, 2018 - Reader Rating: 1.5
A Thematic Startup Sports Its First ETF Launch
The Bay-area shop plans to create more products, too...
MutualFundWire.com - Wednesday, August 02, 2017 Views
Filings for Fundsters - August 2, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, August 02, 2017 Views
Company Profile: INTAC Actuarial Services
This New Jersey shop has been around for approximately 40 years...
401kWire.com - Wednesday, August 02, 2017
A KPA Shop Joins Cetera
The group of advisors left LPL. ..
401kWire.com - Wednesday, August 02, 2017
DC I-O Experiences Continued Growth in Institutional Biz
They have added clients representing more that $2 billion since the beginning of 2016. ..
401kWire.com - Wednesday, August 02, 2017
LPL's New Retirement Chief Aims to Reach More Non-Specialists
David Reich's successor talks to 401kWire in Beantown on the sidelines of the giant indie B-D's Focus 2017 conference...
401kWire.com - Wednesday, August 02, 2017
LPL's Cyborg Advisor Program Is Almost Here
It's been two years since Dan Arnold first revealed that the giant indie B-D was working on an advisor-friendly robo solution...
MutualFundWire.com - Wednesday, August 02, 2017 Views
PE Acquires as a Founding Fundster Retires
An industry veteran makes his first acquisition, buying a majority stake in a mutual fund shop with $1.7 billion in client assets (AUM plus AUA)...
MutualFundWire.com - Tuesday, August 02, 2016 Views
Stork and Reaper -- August 2, 2016
The latest SEC filings brought to you by MFWire!..
MutualFundWire.com - Tuesday, August 02, 2016 Views
This 401k Provider Consolidates In An EPIC Move
In a new merger, EPIC Advisors nabs 19,000 new plan participants...
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 3.38
A $230B Asset Manager Brings Its Stable Value Fund to DC I-O
The multinational is also rebranding the fund. Meanwhile, the change comes as the industry is bracing for the new money fund regs to take effect this fall...
401kWire.com - Tuesday, August 02, 2016
Millennial 401k Balances Outshine the Rest
Target date fund usage is on the rise. ..
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 3
With an Acquisitive Focus, a $4.5B KPA Team In CT Goes RIA
Updated | The 13-person shop works with DB plans, insurance trusts, foundations and endowments, and high net worth private clients, as well as 401(k) plans...
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 3.5
Employers Should Focus on Encouraging Younger Workers
A new OneAmerica study emphasizes the most effective time to engage workers in an employer's retirement plan...
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 5
Most Employers Would Recommend Their KPA; Are You One?
Most 401(k) plan advisors are referred to new plan sponsors...
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 4
Amex's Bundled Provider Lowers Fees in $4.5B Plan
Meanwhile, the plan made a recent investment fund change. ..
401kWire.com - Tuesday, August 02, 2016 - Reader Rating: 4
Where Is the ETF Industry Headed?
Barron's, ETF.com and the FT dig into big changes in the exchange-traded fund business...
MutualFundWire.com - Tuesday, August 02, 2016 Views
Sentinel Makes Another C-Suite Shift
The Vermony-based firm has changed its CFO...
MutualFundWire.com - Friday, August 02, 2013 Views
New PM for a Wasatch Fund
David R. Powers has been added as a PM for Wasatch's [profile] Large Cap Value Fund. [SEC Filing]. ..
MutualFundWire.com - Friday, August 02, 2013 Views
DundeeWealth's Board Approves a Liquidation for Fund
On August 1, 2013, the board of trustees of DundeeWealth Funds [profile] approved a plan of liquidation for the Dynamic Contrarian Advantage Fund. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
Small Cap Equity Fund Loses a PM
Robert P. Shea no longer serves as a PM of the Small Cap Equity Fund. The other PMs of the fund, Daniel H. Cole and Thomas L. Holman, continue to serve as PMs of the fund. [SEC Filing]. ..
MutualFundWire.com - Friday, August 02, 2013 Views
New Sub Advisory Fees for Brown Advisory
Effective August 1, 2013, Brown Advisory, the sub advisor to the Large Capitalization Growth, has revised the sub advisory fee rates. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
AIP Gets New Transfer Agent
The board of trustees of AIP Series Trust has approved changing the transfer agent of the AIP Dynamic Alternative Strategies Fund from Morgan Stanley Services Company to Boston Financial Data Services. [SEC Filing]. Great-West has amended the dividends and capital gains distribution for the Great-West International Index Fund. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
Ashmore Rebrands Fund Name
Effective July 1, 2013, Ashmore EMM changed its name to Ashmore Equities Investment Management. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
Northwestern Mutual Revises Advisory Fees
Northwestern Mutual [profile] has amended the advisory fees for the Northwestern Mutual Series Fund. As of August 1, 2013, with respect to the Money Market Portfolio, Mason Street Advisors has voluntarily agreed to waive a portion of its management fee such that the management fee is 0.10% of the portfolio’s average net assets. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
New PMs for MFS Fund
MFS Global Total Return Fund has amended the PM team. Pilar Gomez-Bravo and Robert D. Persons have been added as PMs as of August 2013. [SEC Filing]. ..
MutualFundWire.com - Friday, August 02, 2013 Views
Dreyfus Amends Investment Strategy
Effective on or about October 1, 2013, Dreyfus [profile] has revised the principal investment strategy for the Select Managers Small CapValue Fund. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
New Investment Manager for Pacific Select Fund
Eaton Vance Management has been replaced by Boston Management and Research as manager for the Pacific Select Fund Class I and P Shares. [SEC Filing]...
MutualFundWire.com - Friday, August 02, 2013 Views
A Wells Fargo Vet Takes a Top Spot at ING
The large corporate markets chief at the retirement plan provider hires a consultant relations chief...
401kWire.com - Friday, August 02, 2013 - Reader Rating: 2
The DoL and the SEC Cozy Up
The DoL has renewed a memorandum that proposes the SEC and DoL work together. ..
401kWire.com - Friday, August 02, 2013
WisdomTree Launches an EM Dividend Growth ETF
WisdomTree will launch an ETF providing exposure to dividend-paying stocks and shies away from BRIC country stocks. ..
MutualFundWire.com - Friday, August 02, 2013 Views
First Trust Intros First Alt ETF
First trust plans to launch an alternative strategy ETF. ..
MutualFundWire.com - Friday, August 02, 2013 Views
Three Things to Know About Waddell & Reed's Earnings
Waddell & Reed recently released an earnings report, which showed profit rose 26 percent. ..
MutualFundWire.com - Friday, August 02, 2013 Views
ETF Roundup: iShares Registers 14 Active ETFs
iShares registered for 14 active ETFs shortly after Fidelity's registration of 10 passive and 3 active ETFs...
MutualFundWire.com - Friday, August 02, 2013 Views
INews Says Fido Bond Team Among the Best
InvestmentNews' Jason Kephart covered Fidelity's recent ETF launch. ..
MutualFundWire.com - Friday, August 02, 2013 Views
Putnam's Reynolds: Retirement Mandates Now, Please
Putnam Investment's Robert Reynolds wants retirement mandates...again...
MutualFundWire.com - Friday, August 02, 2013 Views
Bill Gross' Paycheck Was Number Two
Another fund firm CEO took home nearly twice what Bill Gross did in 2011...
MutualFundWire.com - Thursday, August 02, 2012 Views - Reader Rating: 5
Geller Returns
The ex-TPA launches a new firm with a fiduciary focus...
401kWire.com - Thursday, August 02, 2012
Stork and Reaper for August 2, 2012
The MFWire's daily report on mutual fund births, deaths, and changes...
MutualFundWire.com - Thursday, August 02, 2012 Views
The Hartford Loses $101 Million in Q2
Debt payments cost the Hartford a pretty penny this quarter..
MutualFundWire.com - Thursday, August 02, 2012 Views
Prudential Sees Increase in AUM
The asset management unit of the financial giant sees gains...
MutualFundWire.com - Thursday, August 02, 2012 Views
Manning & Napier Reports Outflows and Decreased Revenue in Q2
The fund firm's second-quarter earnings report shows a slight dip in AUM...
MutualFundWire.com - Thursday, August 02, 2012 Views - Reader Rating: 5
OneAmerica Makes a Partnership
New deal allows 12,000 advisors to sell OneAmerica plans...
401kWire.com - Thursday, August 02, 2012 - Reader Rating: 5
Pioneer Grows RIA Sales Team
Pioneer's RIA team now boasts eight members...
MutualFundWire.com - Thursday, August 02, 2012 Views
Are Plan Sponsors Satisfied?
According to a new survey from Chatham Partners, plan sponsors are more loyal to their providers than they were a year ago, but are still unsatisfied with crucial services. ..
401kWire.com - Thursday, August 02, 2012
Hooley Climbs on Board
Steve Hooley has been appointed to DST's Board of Directors...
401kWire.com - Thursday, August 02, 2012
Great-West's 401k Sales Jump $426MM
The provider's Canadian parent releases Q2 earnings...
401kWire.com - Thursday, August 02, 2012 - Reader Rating: 4.33
Vanguard Boots AllianceBernstein
Alliance Bernstein has been removed from PMing three of Vanguard's funds ..
MutualFundWire.com - Thursday, August 02, 2012 Views
Putnam's Outflows Shrink
The Beantown mutual fund shop's Canadian parent releases Q2 earnings...
MutualFundWire.com - Thursday, August 02, 2012 Views
Virtus is Ready for Its Closeup
The shop got the start treatment from Forbes this week...
MutualFundWire.com - Thursday, August 02, 2012 Views
Fidelity Flips Facebook
The Boston giant and other mutual funds have already sold some of their Facebook shares...
MutualFundWire.com - Thursday, August 02, 2012 Views
Fidelity 401ks Feel the Sting of a Declining Stock Market
Fidelity sees 401(k) balances fall in the second quarter..
MutualFundWire.com - Thursday, August 02, 2012 Views
PowerShares Creates a Payout ETF
New fund to hole 75 securities...
MutualFundWire.com - Thursday, August 02, 2012 Views
ICI Members Spend $16M Fighting Money-fund Changes
Big money-fund managers and the ICI are against the new rules Schapiro has been touting. ..
MutualFundWire.com - Thursday, August 02, 2012 Views
A Top DC Exec Leaves Putnam
Bob Reynolds and his team say goodbye to a Fidelity alum...
401kWire.com - Tuesday, August 02, 2011 - Reader Rating: 2.67
Litman Gregory Rebrands the Masters
The California-based firm has rebranded its Masters Select fund family...
MutualFundWire.com - Tuesday, August 02, 2011 Views
A TPA Launches a Pair of 403b MEPs
A non-producing, non-RKing firm claims it has created the first multiple employer 403b plans...
401kWire.com - Tuesday, August 02, 2011 - Reader Rating: 4.33
Callan Boosts its DC Consulting Staff
The firm has hired four new consultants, including one focused on defined contribution plans...
401kWire.com - Tuesday, August 02, 2011 - Reader Rating: 3
Auto Features are Great, But...
A new study examines differences between active and passive participants...
401kWire.com - Tuesday, August 02, 2011
Huntington Unveils a Disciplined Equity Fund
This is Columbus, Ohio-based Huntington's 26th mutual fund...
MutualFundWire.com - Tuesday, August 02, 2011 Views
401k RIAs Have Bigger Books and Less Fear Than Brokers
An industry consulting firm unveils its first study on registered investment advisors in the retirement plan business...
401kWire.com - Tuesday, August 02, 2011 - Reader Rating: 3
Morningstar Powers a Disclosure Specialist
A tech startup teams up with the Chitown mutual fund ratings specialist...
401kWire.com - Tuesday, August 02, 2011 - Reader Rating: 2
A Fido Unit's New Prez is Young
He is succeeding Boyce Greer...
MutualFundWire.com - Tuesday, August 02, 2011 Views
Legg Mason Informs its Home State of Additional Job Cuts
The cuts, which will take place between October and January, are part of Legg's previously announced plan to close its Owings Mills facility...
MutualFundWire.com - Tuesday, August 02, 2011 Views
A Gabelli Market-Timing Suit Rises From the Grave
An appeals court revives an SEC lawsuit against the son of the star...
MutualFundWire.com - Tuesday, August 02, 2011 Views
DoubleLine and TCW Fight Over a Flash Drive
The trial in the suit and cross-claim continues in the City of Angels...
MutualFundWire.com - Tuesday, August 02, 2011 Views
Tyrie, Twice Bitten, Leaves Putnam
The former Putnam head of retirement services leaves Bob Reynolds' club...
401kWire.com - Monday, August 02, 2010 - Reader Rating: 3.75
$2.79B Plan Sponsor Dumps Twin City For Beantown
A midwestern plan sponsor is switching recordkeepers...
401kWire.com - Monday, August 02, 2010 - Reader Rating: 4
Security Benefit Now Reports to Chitown
The $400 million sale of the 403b provider closes...
401kWire.com - Monday, August 02, 2010 - Reader Rating: 4
CPI Adds a 403b- and 457-Focused Option
The Great Bend, Kansas recordkeeper is broadening its reach within the the retirement market with a new partner...
401kWire.com - Monday, August 02, 2010
Guggenheim Finishes Gobbling Rydex
The parent of Claymore closes on its acquisition of Security Benefit, which owns Rydex...
MutualFundWire.com - Monday, August 02, 2010 Views - Reader Rating: 5
Research Affiliates Powers Up an ETF First
Updated | Rob Arnott teams up with a familiar partner for a revamped offering...
MutualFundWire.com - Monday, August 02, 2010 Views
Stadion Builds an Epic Alliance
An RKer partners up with the managed account specialists...
401kWire.com - Monday, August 02, 2010
CBIZ Winds Up Buying a TPA
The national benefits and accounting firm does a deal on the East Coast...
401kWire.com - Monday, August 02, 2010 - Reader Rating: 5
Hensler Reshapes OppFunds' Distribution
The mutual fund firm will distribute via five teams...
MutualFundWire.com - Monday, August 02, 2010 Views
Dilbert's Creator Sees Active Mutual Funds as a 'Scam'
The cartoonist favors ETFs over active funds, though he still has concerns about ETFs, too...
MutualFundWire.com - Monday, August 02, 2010 Views - Reader Rating: 5
Has Pimco Total Return Gotten Too Big?
The Wall Street Journal explores this question in article over the weekend...
MutualFundWire.com - Monday, August 02, 2010 Views
ETF 401k Skeptics Speak
The WSJ highlights some of the reasons why ETFs have trouble in the retirement plan marketplace...
MutualFundWire.com - Monday, August 02, 2010 Views
Lauricella Spotlights MLP Options
MLPs' returns may be attactive, but watch out for their tax implications...
MutualFundWire.com - Monday, August 02, 2010 Views
WSJ Worries Over 12b-2
Two writers for the paper take a look at the reform proposal from the SEC...
MutualFundWire.com - Monday, August 02, 2010 Views
AllianceBernstein to Merge Two Funds
AllianceBernstein's board of directors has approved the transfer of assets from the Alliance All-Market Advantage Fund to the AllianceBernstein Large Cap Growth Fund...
MutualFundWire.com - Thursday, August 02, 2007 Views
Fiserv Scoops Up Wrap Account Platform Operator
Fiserv will write a $4.4 billion check to buy CheckFree, which operates APL, the largest recordkeeping platform for SMAs...
MutualFundWire.com - Thursday, August 02, 2007 - Reader Rating: 3
ICI Names New General Counsel
Karen McMillan has been named general counsel for the ICI...
MutualFundWire.com - Thursday, August 02, 2007 Views - Reader Rating: 2
First American Adds Three Quant Funds
First American Funds has added three new large-cap quant funds to its line-up...
MutualFundWire.com - Thursday, August 02, 2007 Views - Reader Rating: 1
Spark to Miller: Let the DoL and SEC Tackle Disclosure First
The industry trade group worries about the recently proposed DC fee disclosure law. ..
401kWire.com - Thursday, August 02, 2007
Bisys, Thy Name is Crump
A brand change looms for the retirement business as it officially changes hands. ..
401kWire.com - Thursday, August 02, 2007 - Reader Rating: 2.33
Morningstar Managed Accounts Boom
The Windy City fund research firm sees retirement assets rise. ..
401kWire.com - Thursday, August 02, 2007
Nationwide's Retirement Unit Chalks Up 9-Percent Sales Gain
The Columbus, Ohio-based provider is also developing a new administrative platform...
401kWire.com - Thursday, August 02, 2007
UPDATE 1 |FINRA to Fine Morgan Stanley Over Bond Pricing
FINRA has fined Morgan Stanley $6.1 million, claiming that the wirehouse overcharged customers by $59 million in bond sales...
MutualFundWire.com - Thursday, August 02, 2007 - Reader Rating: 3
Evergreen CIO Becomes One of the Departed
Evergreen's chief investment officer is heading out...
MutualFundWire.com - Thursday, August 02, 2007 Views
RSM McGladrey Tops Rankings In Small Market
The Minneapolis-headquartered firm's retirement unit emerged on top in the $1 million to $10 million market based on client satisfaction...
401kWire.com - Wednesday, August 02, 2006 - Reader Rating: 1
JPMorgan Names Head of Sponsor Services
The new hire will oversee all client service teams...
401kWire.com - Wednesday, August 02, 2006
ExpertPlan Keeps Tar Heel Records
The New Jersey recordkeeper is upgrading a $30 million DC plan's system...
401kWire.com - Wednesday, August 02, 2006 - Reader Rating: 5
FE Passes $5 Billion Mark
Financial Engine's CEO Maggioncalda says policy makers redesign of 401ks will keep demand for managed accounts booming...
401kWire.com - Wednesday, August 02, 2006
Henkel Relinquishes Reins At Ibbotson
A nine-year company vet is the new president...
401kWire.com - Wednesday, August 02, 2006
SEC Issues RFP on Advisor v. Broker Study
The SEC is welcoming bids from any firms or individuals that are capable of conducting the research it needs to decide whether to change its advisor rules...
MutualFundWire.com - Wednesday, August 02, 2006
Jefferies Readies Prime Brokerage Arm
Is there room for another firm in the prime brokerage market? Jefferies & Company is betting on it. ..
MutualFundWire.com - Wednesday, August 02, 2006 - Reader Rating: 3
Would the NFL's Gain be McColgan's Too?
With Bob Reynolds possible heading out the door to take the NFL's commissioner job from Paul Tagliabue, the Boston papers have already started to speculate on who will take his place at Ned Johnson's right hand. The 54-year-old Reynolds is Fidelity Investments chief operating officer and vice chairman and is seen by some as a potential successor to Johnson, assuming that is, that Abigail Johnson does not get the job. ..
MutualFundWire.com - Wednesday, August 02, 2006 Views - Reader Rating: 2.75
Fido Inks Deal to Expand its Brokerage Reach
The Boston Behemoth has joined forces with SunGard in a marketing and technology alliance that will embed its brokerage platform more deeply in the institutional market...
MutualFundWire.com - Wednesday, August 02, 2006
$500 Looks Good to American Century
American Century is making it easier for investors to get into its two families of asset allocation products. The Kansas City fund firm dropped the minimum investments in its LiveStrong Funds and One Choice Portfolios to $500. The move is designed to attract investors with less cash, including younger investors, to the funds...
MutualFundWire.com - Wednesday, August 02, 2006 Views
Evergreen Steps Quick to Leverage MetWest Pick Up
Wachovia's Evergreen Investments unit is leveraging a recent acquisition to launch a large cap value fund. Newport Beach, California-based Metropolitan West Capital Management (MetWest Capital), an affiliate Evergreen purchased in March, will be the advisor to the new fund. The fund is the first launched since the deal for MetWest Capital closed in June...
MutualFundWire.com - Wednesday, August 02, 2006 Views - Reader Rating: 3
Cantor Wins "Primary Dealer" Designation
In its first new addition in two years, the Federal Reserve Bank of New York adds Cantor Fitzgerald to its list of trading partners...
MutualFundWire.com - Wednesday, August 02, 2006 - Reader Rating: 3
Lawyers Surrender to American Century on Fee Suit
While class actions lawyers are willing to reach for the dollar, they may also know a hopeless case when they see one. On Monday, class action lawyers representing retail shareholders in the American Century funds dropped a lawsuit brought over the fees charged by the funds. The suit alleged that American Century harmed retail shareholders by levying higher fees on retail funds than on institutional products...
MutualFundWire.com - Wednesday, August 02, 2006 Views
William Blair Takes on Beantown
The Chicago-based investment firm sends sales staff east to snuggle-up with key clients...
MutualFundWire.com - Wednesday, August 02, 2006
Putnam Premier Holders Get Another Vote
Whether the Putnam Premier Income Trust will open-end will go before shareholders early next year. The closed end fund has been trading at a discount of more than 10 percent over the past 12 weeks. That discount triggered the vote. ..
MutualFundWire.com - Wednesday, August 02, 2006 Views
Phoenix Taps Subadvisors for New Funds
The Phoenix Companies' newly rebranded PhoenixFunds family has hired subadvisors for six new fixed income, large- and mid-cap funds .....
MutualFundWire.com - Tuesday, August 02, 2005 Views
Alaska Mulls RFPs for New DC System
The state is looking for an education provider, and may be issuing an RFP for more...
401kWire.com - Tuesday, August 02, 2005
Fewer Sponsors, More Assets on Principal's Rolls
The insurer gains ground in the 1000+ employee range...
401kWire.com - Tuesday, August 02, 2005
Franklin Promotes Sales Execs
Franklin Templeton Institutional has named an insider to head domestic institutional sales. J. Carter Bailey, Jr. takes leadership of the firm's sales to private and public retirement plans, foundations and institutions .....
MutualFundWire.com - Tuesday, August 02, 2005 Views
Principal Adds Share Classes
Principal Financial is opening up 33 of its institutional Principal Investors Funds to retail investors .....
MutualFundWire.com - Tuesday, August 02, 2005 Views
U.S. Bancorp Makes Sales Push
The money manager has hired a fund industry veteran to take charge of a broad sales and distribution initiative...
MutualFundWire.com - Tuesday, August 02, 2005 Views - Reader Rating: 4
Franklin Neither Admits Nor Denies Wrongdoing
...but settles market timing charges for $50 million...
MutualFundWire.com - Monday, August 02, 2004
High-Flying Calamos Files for IPO
The asset manager could raise as much as $100 million from the offering...
MutualFundWire.com - Monday, August 02, 2004 Views
Matrix Adds Managed Account Program to Platform
Advisors who want to offer a managed account program without actually managing accounts now have a new option on the Matrix platform...
401kWire.com - Monday, August 02, 2004 - Reader Rating: 2
UBOC/CNA Trust Deal Approved
The acquisition of CNA Trust gives rise to a new division at Union Bank of California...
401kWire.com - Monday, August 02, 2004
Former MLIM Managers Take Charge of Delaware Fund
Delaware swaps managers on a renamed fund...
MutualFundWire.com - Monday, August 02, 2004 Views
Morgan Stanley and Washington State Make Amends
The firm will pay $200,000 to settle charges that two of its brokers inappropriately advised Microsoft clients...
MutualFundWire.com - Monday, August 02, 2004 Views
Mellon Expands Plan Relationship
The bank will administer all eight retirement plans of a major pharmaceutical company...
401kWire.com - Monday, August 02, 2004 - Reader Rating: 2.5
Aquila Brings Fund Manager In House
The move is the fourth time in five years that an outside manager is hired to work directly for the Arizona fund firm...
MutualFundWire.com - Monday, August 02, 2004 Views
Constellation Nabs $36 Mil Fund
Hilliard Lyons will subadvise the formerly in-house fund...
MutualFundWire.com - Monday, August 02, 2004 Views
Amvescap Execs Discuss Job Cuts
The top dogs of Invesco and AIM discuss the employment outlook at the firm. Their attitude may surprise you...
MutualFundWire.com - Friday, August 02, 2002 Views
Recordkeeper Sees Surging Profits
Yes, it is possible to make a dime in recordkeeping. Even in this bear market one firm is reporting numbers in the black...
401kWire.com - Friday, August 02, 2002
Some Ed with Those Fries, Please
Ronald and McBurgler will be better prepared for retirement thanks to a new vendor...
401kWire.com - Friday, August 02, 2002
Barclays Takes Down For Sale Sign
The London bank is no longer considering selling its BGI unit...
MutualFundWire.com - Friday, August 02, 2002 Views
Great-West 401k Unit Gets New Chief
The unit will report into a new Employee Benefit Division head. His background is in healthcare...
401kWire.com - Friday, August 02, 2002
Bay Area Firm to Add COO
The position is being created after the sale of the real estate specialist...
MutualFundWire.com - Friday, August 02, 2002 Views
CI Funds Turns to Miller
The fund firm hopes to cash in with the famed Legg Mason money manager...
MutualFundWire.com - Friday, August 02, 2002 Views
Franklin Launches Donor Fund
The firm is partnering with GivingCapital to handle the infrastructure and technology...
MutualFundWire.com - Friday, August 02, 2002 Views
Senate Confirms SEC Chief
Pitt is Confirmed at SEC ... UBS Chair Resigns ... ManuLife Connects 401ks to Quicken ... Why is MFS Outselling Putnam? ... ICI Gives EU Warning ... Portfolio Managers Depart Alliance & T. Rowe Price...
401kWire.com - Thursday, August 02, 2001 - Reader Rating: 3
Senate Confirms SEC Chief
Pitt is Confirmed at SEC ... UBS Chair Resigns ... ManuLife Connects 401ks to Quicken ... Why is MFS Outselling Putnam? ... ICI Gives EU Warning ... Portfolio Managers Depart Alliance & T. Rowe Price...
MutualFundWire.com - Thursday, August 02, 2001 Views - Reader Rating: 3
Web Plays Come Together
GoldK adds its listing to 401Konnect to bolster its sales. ..
401kWire.com - Thursday, August 02, 2001 - Reader Rating: 3
The OpenFund is Closed
Web innovator MetaMarkets is liquidating its funds and putting its content business on the block...
MutualFundWire.com - Thursday, August 02, 2001 - Reader Rating: 3
NewRiver Lassoes Sales and Marketer
The new executive will use her expertise to reach the mutual fund industry...
MutualFundWire.com - Thursday, August 02, 2001 - Reader Rating: 3
Principal Forms Golden Partnership
The insurer has partnered with a New York City firm to create an IRA rollover for participants that protects income. ..
401kWire.com - Thursday, August 02, 2001 - Reader Rating: 3
Eaton Vance Marches to Atlanta
The firm has purchased another money manager to build its presence in the institutional market. ..
MutualFundWire.com - Thursday, August 02, 2001 Views - Reader Rating: 3
Mutuals Throws Hat in Ring
The firm is offering funds-of-funds paired with participant advice to tap the 401k market. ..
401kWire.com - Thursday, August 02, 2001 - Reader Rating: 3
T Rowe Pulls It Together
The Baltimore fund firm rolls out an aggregation service. ..
MutualFundWire.com - Thursday, August 02, 2001 - Reader Rating: 3
Scudder's Ad Boo Boo
What's the difference between a Swede and a Swiss? Scudder confuses the two in a new ad, but don't tell Zurich. ..
MutualFundWire.com - Thursday, August 02, 2001 - Reader Rating: 3
Fidelity Gets into Payroll
Fidelity may be known as a fund company but it is moving into the business of providing administrative services for small employers. Also, ADP has struck a deal with AOL...
401kWire.com - Wednesday, August 02, 2000 - Reader Rating: 3
Fidelity Gets into Payroll
Fidelity may be known as a fund company but it is moving into the business of providing administrative services for small employers. Also, ADP has struck a deal with AOL...
MutualFundWire.com - Wednesday, August 02, 2000 - Reader Rating: 3
August 2, 2000
Funds go wireless … French savings plan draws heat … Ten fund myths that harm investors...
MutualFundWire.com - Wednesday, August 02, 2000 - Reader Rating: 3
August 2, 2000
Funds go wireless … French savings plan draws heat … Ten fund myths that harm investors...
401kWire.com - Wednesday, August 02, 2000 - Reader Rating: 3
Advice: "It's Here to Stay"
Advice is the hottest topic for the 401k marketplace for 1999. How has it changed since the beginning of the year? And where is it going? The MFWire.com put this question to a number of pros in the field...
MutualFundWire.com - Monday, August 02, 1999 Views - Reader Rating: 3
New Broker and Participant Tools Online
More and more tools are being made available on the web. The latest firm to enter the online arena is Flex-Soft (which is changing its name to Pensiononline.com). The firm is targeting both participants and brokers with its new services...
401kWire.com - Monday, August 02, 1999 - Reader Rating: 3
Aeltus Fund Offers Principal Guarantee
Is there an overlooked niche in the mutual fund world? Judging by the number of esoteric fund launches one would think not. Yet there may be...
MutualFundWire.com - Monday, August 02, 1999 - Reader Rating: 3
Alliance Hires Mutual Fund Business Developer
The new addition will attempt to create alliances with offshore clients...
MutualFundWire.com - Monday, August 02, 1999 - Reader Rating: 3
Financial Engines Builds More Alliances
Seemingly on an ever upward trajectory, Financial Engines -- the third-party advice-giver located in Palo Alto, California -- has just inked two new alliances with other firms. One of those alliances is with Scudder Defined Contribution Services, and the other is with Money.com...
401kWire.com - Monday, August 02, 1999 - Reader Rating: 3
Advice: "It's Here to Stay"
For years there has been one lament heard throughout the defined contribution and 401(k) plan industry: plan participants are poor investors!..
401kWire.com - Monday, August 02, 1999 - Reader Rating: 3
Newest E*Trade Funds Will Track E-Commerce and EAFE Indexes
E*Trade has filed to add two more index funds to its rapidly growing family -- one for the Goldman E-Commerce Index and the other for the EAFE Free Index...
MutualFundWire.com - Monday, August 02, 1999 - Reader Rating: 3
Odd Lots, August 2, 1999
Young fund managers-vs-older fund managers ... Dreyfus closes storefronts ... U.S. funds sweat in July while Japanese funds bask ... E*Trade considers advice...
MutualFundWire.com - Monday, August 02, 1999 - Reader Rating: 3
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