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News Stories Archives - Since 1998
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Larry Zicklin Returns to Neuberger's Boardroom
The fund firm will have two new independent directors...
MutualFundWire.com -
Monday, August 10, 2009
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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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Franklin, MFS Score Distribution Deals
The two fund firms have secured spots on a no-transaction-fee mutual fund platform...
MutualFundWire.com -
Wednesday, October 07, 2009
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Francfort is Back at Neuberger Berman
After a five-year stint at Columbia University, Greg Francfort returns to the New York investment manager...
MutualFundWire.com -
Tuesday, November 17, 2009
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Reader Rating: 3
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First Eagle Hires Two
Robert Bruno makes a pair of sales hires...
MutualFundWire.com -
Thursday, July 08, 2010
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A Top Neuberger Exec Moves On
Less than two months after it returned to independent life, Neuberger Berman is losing one of its key -- and high-profile -- executives...
MutualFundWire.com -
Wednesday, June 17, 2009
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FIIS Opens to Outside Funds in Small Plan Product
UPDATED Look for more changes this summer on top of the addition of Neuberger Berman and two other complexes to the Premium 401(k) product...
401kWire.com -
Wednesday, April 16, 2003
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Reader Rating: 3.67
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$4.6 Billion of Neuberger Assets Land a New Home
Updated | Neuberger shareholders will soon see some money market assets switched to SSgA funds, even as a Neuberger team moves on...
MutualFundWire.com -
Thursday, July 09, 2009
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US Fund Firms Circle the Royal Bank of Scotland
The Royal Bank of Scotland is selling its asset management arm and has received offers from some large U.S. players..
MutualFundWire.com -
Monday, November 09, 2009
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SEI Shakes Up its Subadvisor Roster
The Oaks, Pennsylvania-based fund advisor has made several changes to its lineup of subadvisors...
MutualFundWire.com -
Thursday, August 20, 2009
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Reader Rating: 5
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A Neuberger Fund Manager Demands $12 Million from Lehman
Portfolio manager Judy Vale says the bankrupt i-bank owes her past compensation...
MutualFundWire.com -
Friday, September 11, 2009
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Hartford Avoids 401k Trial with a $13.78 Million Payout
The provider agrees to a settlement over DC revenue sharing...
401kWire.com -
Wednesday, February 17, 2010
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Reader Rating: 3.67
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A Big Apple Fund Firm Hires a Sales Chief
The new hire will oversee a team of eight at the Manhattan-based asset manager, which has $12 billion in AUM...
MutualFundWire.com -
Tuesday, May 12, 2009
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Neuberger Berman Lures a Citi Vet
The New York City-based asset manager, which became independent nearly a year ago, appoints a finance chief...
MutualFundWire.com -
Thursday, February 25, 2010
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A Provider Goes on Trial for DC Revenue Sharing
A class action suit against a bundled provider and an asset manager is progressing, even after a partial settlement...
401kWire.com -
Wednesday, January 27, 2010
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Reader Rating: 2
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Media Watch: The Family Wealth Report Gets New Publisher
What are your favorite media people up to this week?..
MutualFundWire.com -
Monday, August 13, 2007
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Reader Rating: 3
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Neuberger Berman Brings In Barnes
Neuberger Berman turns to a Janus alum to serve as an SVP in its institutional distribution team...
MutualFundWire.com -
Wednesday, July 07, 2010
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Neuberger Sells!
A deal months in the making finally closes...
MutualFundWire.com -
Monday, September 29, 2008
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Coming Up This Month: A CEO Change, an Awards Night
Here's a roundup of what's happening in the mutual fund world this month...
MutualFundWire.com -
Monday, March 01, 2010
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Layoffs Hit Neuberger Berman
The cuts affect a "single-digit percentage" of the newly independent firm's workforce, a source told The MFWire...
MutualFundWire.com -
Wednesday, February 11, 2009
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Goldman Makes a DC Hire
Goldman Sachs hires a Neubeger Berman vet for a new post...
401kWire.com -
Tuesday, June 01, 2010
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Reader Rating: 3
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MediaWatch: Ignites Fills Two Staff Positions
The Money Media publication has turned to former Money Management Executive staffers to fill two openings...
MutualFundWire.com -
Monday, August 27, 2007
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Reader Rating: 3
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Neuberger Banks on a New Fund
Neuberger Berman aims to launch its 30th mutual fund in December...
MutualFundWire.com -
Wednesday, November 11, 2009
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Reader Rating: 3
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Neuberger Celebrates a Year of Independence
The New York firm marks the first anniversary of its return to independence by giving back to the community...
MutualFundWire.com -
Monday, May 10, 2010
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Reader Rating: 5
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A 'Boring' Fund Firm Returns to Independence
As early as Friday, the New York-based asset manager is set to return to life as an independent company...
MutualFundWire.com -
Friday, May 01, 2009
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Pioneer Builds Out Institutional Biz with Key Appointments
Pioneer Investments has hired Ray Dutcher as the director of
U.S. Institutional Client Service...
MutualFundWire.com -
Tuesday, September 18, 2007
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Reader Rating: 3
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Neuberger Berman Sold
The deal is sealed and the price is $2.63 billion...
MutualFundWire.com -
Tuesday, July 22, 2003
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Reader Rating: 4
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Pax World and Morningstar Bundle 'Responsible' Investing Options
The Portsmouth-based mutual fund firm launches four asset allocation portfolios, combining various 'responsible' investing tactics...
MutualFundWire.com -
Wednesday, January 06, 2010
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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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Is Neuberger Berman About to Hit the Auction Block?
With parent Lehman Brothers' troubles mounting, a top Neuberger executive is reportedly pushing for action...
MutualFundWire.com -
Thursday, July 10, 2008
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A Winner is Chosen at Neuberger Auction
The winning bid trumped that of Bain Capital and Hellman & Friedman plus one other bid...
MutualFundWire.com -
Wednesday, December 03, 2008
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Neuberger Berman Buys a Piece of Lehman
The New York City-based fund firm is buying a trust company...
MutualFundWire.com -
Thursday, July 23, 2009
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Roy Neuberger Blows Out 107 Candles
Neuberger Berman's co-founder celebrates his 107th birthday today...
MutualFundWire.com -
Wednesday, July 21, 2010
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Tsai Dies: Go-Go Era Fund Manager Passes Away
There is an old Hollywood legend that stars die in threes. Today the fund industry learned that it may be following that tradition as another fund industry legend passed away. ..
MutualFundWire.com -
Friday, July 11, 2008
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Reader Rating: 5
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Is a Buyout in the Cards for Legg Mason?
Legg Mason may be considering taking itself private...
MutualFundWire.com -
Monday, September 22, 2008
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Lehman Drops the Book on its Asset Management Unit
After weeks of no substantial news, the company has made its move...
MutualFundWire.com -
Tuesday, August 19, 2008
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A Top Neuberger Exec Lands a New Gig
The Neuberger executive will head become president and CEO of a Legg Mason subsidiary...
MutualFundWire.com -
Wednesday, December 17, 2008
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Reader Rating: 4
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Allianz Taps Neuberger Berman Talent for its DC I-O Push
The distribution arm of the German-owned asset manager has tapped a new leader for its DC I-O business and hired two others from Neuberger Berman...
401kWire.com -
Monday, November 10, 2008
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Reader Rating: 5
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Fasciano Completes Hand-Off
SunBank Adds Securities Services ... Fasciano Completes Hand-Off ... Berkshire Expands Financial Products ... American Century Makes New Investment ... SunGard Makes Low-Ball Play for Bridge..
401kWire.com -
Monday, March 26, 2001
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Reader Rating: 3
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Neuberger Co-Founder Turns 106
Roy Neuberger, who co-founded the asset management firm in 1939, celebrated his 106th birthday on Tuesday...
MutualFundWire.com -
Thursday, July 23, 2009
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Reader Rating: 5
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Two Neuberger MDs Depart to Join a Former Colleague
Two former Neuberger Berman managing directors and portfolio managers have reunited with a former colleague at an SMA shop...
MutualFundWire.com -
Thursday, May 29, 2008
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Neuberger Berman Buys High Net Worth Talent
Neuberger Berman is adding substantially all of the assets of Sloate, Weisman, Murray & Company to its portfolio. The New York City-based unit of Lehman Brothers is hiring the key personnel from the high net worth management firm...
MutualFundWire.com -
Tuesday, March 01, 2005
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Reader Rating: 5
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PFPC Offers Multi-Account Solution
The back-office firm says it has a solution covering all types of managed account platforms for program sponsors...
MutualFundWire.com -
Thursday, December 19, 2002
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Reader Rating: 5
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Lehman Nears a Deal for its Investment Unit
A deal could be reached in days, according to a Bloomberg report...
MutualFundWire.com -
Monday, September 15, 2008
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Reader Rating: 3
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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 04, 2010
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Reader Rating: 1
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BlackRock's Parent Attacks Neuberger Over $75K
A currency that never materialized sparks a lawsuit between a bank and a newly independent asset manager...
MutualFundWire.com -
Thursday, February 26, 2009
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November 17, 2000
401k Father & Schwab Lobby Regulators ... EBRI Finds More Retirement Savers ... SoGen Seeks US Manager ... Funds Raise Cash...
401kWire.com -
Friday, November 17, 2000
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Reader Rating: 3
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Intrinsic Value Gains Neuberger's Attention
The New York-based mutual fund firm launches an old fund in a new shell...
MutualFundWire.com -
Tuesday, May 11, 2010
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NYTimes Looks Back on How a Fund Industry Legend Lived
The New York Times profiles one of the first star fund managers...
MutualFundWire.com -
Monday, December 29, 2008
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Allianz's New DC Sales Chief Hires Two
The Allianz executive recruits from Lincoln and Merrill Lynch...
401kWire.com -
Monday, March 16, 2009
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Reader Rating: 5
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Bain-Hellman Walk with $67 Million
The WSJ reports that the two private equity firms will walk away from Neuberger with some cash. ..
MutualFundWire.com -
Friday, December 05, 2008
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Hartford Keeps the Faith
The company is adding a number of faith-based investment options to its retirement plan offerings...
401kWire.com -
Wednesday, May 12, 2010
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Reader Rating: 1
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Invesco Hires a Morgan Stanley Alum to Lead Institutional Distribution
The Atlanta-based asset manager prepares to bring on board a new institutional sales chief, before sealing the Morgan Stanley deal...
401kWire.com -
Wednesday, January 06, 2010
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Buy a Picturesque Piece of Lehman and Neuberger
A Lehman/Neuberger art auction scheduled for November...
MutualFundWire.com -
Tuesday, July 27, 2010
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Lehman Reveals its Plan for its Investment Management Unit
Lehman execs laid out their plan on Wednesday morning...
MutualFundWire.com -
Wednesday, September 10, 2008
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Lehman Starts Shopping its Investment Unit
The company is said to be in talks to sell off Neuberger Berman's division...
MutualFundWire.com -
Tuesday, August 05, 2008
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December 11, 2000
New CEO at Morningstar ... Fund Firms Top Fund Picks ... Private Equity for 401k Investors ... ETFs Just a Wrinkle...
401kWire.com -
Monday, December 11, 2000
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Reader Rating: 3
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M&A: 2008 Saw $1.99 Trillion of AUM Change Hands
An industry M&A consulting firm unveils its outlook for 2009 and sees more distress sales on the horizon. Who are the buyers?..
MutualFundWire.com -
Tuesday, January 13, 2009
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What Will Be Neuberger's Fate?
With Lehman spiraling towards liquidation, the time for a clean deal appears to be past...
MutualFundWire.com -
Monday, September 15, 2008
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Ex-JPMorgan Equity Director Ends up Back Where He Started
Jonathan Golub, the former managing director of retail equity strategies at JPMorgan, is going to be working for George Gatch again...
MutualFundWire.com -
Friday, March 28, 2008
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Allianz Steps Up its DC Push
A new unit within the New York investment manager has taken the wraps off a batch of target-date funds...
401kWire.com -
Friday, January 30, 2009
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Reader Rating: 4
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More Bids for Neuberger?
Look for more bids to appear before today's noon deadline in the Neuberger auction. Falling stock prices could be creating a bargain...
MutualFundWire.com -
Monday, December 01, 2008
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Reader Rating: 5
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Neuberger Confirms Sale Talks
It was forced to disclose the discussions because of a closed-end fund offering...
MutualFundWire.com -
Monday, June 30, 2003
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Gartmore Names National Sales Director
The fund arm of Nationwide lands a national sales director to take the reins from Jerry Winchester. It also adds four regional sales directors...
MutualFundWire.com -
Wednesday, October 30, 2002
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Neuberger for Sale?
Rumors of a potential deal drove up the share price of the fund firm yesterday...
MutualFundWire.com -
Thursday, June 26, 2003
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Hartford Taps an Ex-Neuberger PM
Hartford Investment Management Company adds a Neuberger alum to its portfolio management team...
MutualFundWire.com -
Wednesday, July 07, 2010
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Neuberger PM Thinks More Money Fund Ties will Prevent Another Tanking
The recently stepped up rules governing money funds are a step in the right direction, but they should be de-risked even more says a Neuberger Berman fixed income manager...
MutualFundWire.com -
Tuesday, June 08, 2010
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Neuberger Sale is Held Up
Widely expected last week, wrangling over the management structure and fund management compensation is delaying the deal...
MutualFundWire.com -
Thursday, September 25, 2008
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Neuberger Execs Get a Peek at the Retention Package
Court filing reveal some details of the offer...
MutualFundWire.com -
Tuesday, October 07, 2008
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American Century Moves Management of a JPMorgan-Subadvised Fund In-House
Two new hires from Lehman Asset Management will run the $1.7 billion fund beginning next month...
MutualFundWire.com -
Tuesday, January 13, 2009
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Neuberger Berman Creditors' Exit Could Involve an IPO
George Walker tells reporters that employees are still looking to increase their stake. Amato confides that the creditors likely exit will involve an IPO somewhere down the road...
MutualFundWire.com -
Wednesday, June 09, 2010
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Meet the Dark Horse in the Battle for iShares
The Luxembourg-headquartered private equity firm launched its financial institutions group last September, leading some to expect it to parter up for the iShares deal...
MutualFundWire.com -
Thursday, April 02, 2009
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Five Fund Brands Join Best of America VA
Nationwide has added a quintet of fund families to its variable annuity roster along with an inflation-protected fund...
MutualFundWire.com -
Thursday, April 24, 2003
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RiskMetrics Unveils Best & Worst Funds
The rankings are for the first quarter of this year and cover US and UK funds...
MutualFundWire.com -
Tuesday, April 08, 2003
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Reader Rating: 5
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Walker Leads Neuberger Berman Back to Fundamentals
Executives at Neuberger Berman are dusting off their suit jackets from last Fall's implosion of Lehman Brothers and refocusing on fundamentals...
MutualFundWire.com -
Wednesday, May 20, 2009
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Reader Rating: 3
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Private Equity Aside, Who Else Might be Coveting Neuberger?
Fund industry consultant Burt Greenwald names two firms that could be making a run for a stake in Neuberger...
MutualFundWire.com -
Friday, September 12, 2008
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Lehman Picks Finalists in Hypothetical Asset Management Sale
Lehman Brothers has yet to make up its mind on whether to sell its asset management unit, but the firm has reportedly already informed three companies that they are finalists...
MutualFundWire.com -
Wednesday, August 27, 2008
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Reader Rating: 5
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Levitt of the Board
Levitt at Neuberger Berman ... Blount's new home ... Merrill Lynch merging? ... Upgrades for Fund WorldView ... Bisys buys IXA ... Cash ahoy! ... New classes at Morningstar U. ... New Vanguard share class...
401kWire.com -
Monday, May 14, 2001
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Reader Rating: 3
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Lehman's Bankruptcy Means All of Neuberger is for Sale
Another private equity firm in the group circling Lehman's asset management business surfaces...
MutualFundWire.com -
Monday, September 15, 2008
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Is Neuberger Still For Sale?
Insiders try to quash rumors that the asset management auction might fall by the wayside in light of talk about all of Lehman getting bought out...
MutualFundWire.com -
Friday, September 12, 2008
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Ex-Neuberger CEO Teams with Private Equity to Mount a Rival Bid
Former Neuberger Berman CEO Jeffrey Lane plans to challenge Bain Capital and Hellman & Friedman's joint bid for Lehman Brother's investment management unit...
MutualFundWire.com -
Wednesday, October 15, 2008
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An Independent Asset Manager Aims for DC I-O Growth
Watch for yet another fund firm to increase its presence in the retirement plan marketplace...
401kWire.com -
Wednesday, May 20, 2009
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The Crowds Are Restless at Neuberger Berman
Lehman may not fetch the price its wants for crown jewel Neuberger Berman if it doesn't act quickly...
MutualFundWire.com -
Wednesday, September 17, 2008
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Reader Rating: 2
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Neuberger Adds Two Portfolios to Wirehouse Wrap
The manager has won all-cap core and small-cap core mandates at one of the Big 5 wirehouses...
MutualFundWire.com -
Thursday, April 03, 2003
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Lehman-Neuberger Deal Near
The firms say that a deal may wind up in the "near" term...
MutualFundWire.com -
Monday, July 14, 2003
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State Street is Said to be Eyeing Neuberger
State Street and several private equity firms are among the prospective bidders, according to The New York Post...
MutualFundWire.com -
Thursday, October 30, 2008
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Reader Rating: 5
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Liftout Catapults a Stable Value Giant Into Money Market Funds
A fixed income manager plans a significant product expansion after adding a new team...
401kWire.com -
Monday, July 13, 2009
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Reader Rating: 4
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Sage Adds Sector Portfolios
Sage Adds Sector Portfolios ... Sun Life adds five ... Farmers Life makes additions as well ... American Century gets a new class ... Merrill Exec at Manulife ... Portman-Cardin lives...
401kWire.com -
Tuesday, May 01, 2001
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Reader Rating: 3
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Neuberger Starts Independent Life Anew
The employee-led buyout of the firm, which has $158 billion in AUM, is complete...
MutualFundWire.com -
Monday, May 04, 2009
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Reader Rating: 1
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Lipper Closes Up Shop
The firm founded by Ken Lipper has ended its stint in the fund business...
MutualFundWire.com -
Friday, December 20, 2002
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Reader Rating: 3
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Neuberger Berman Shifts to Being Load-Focused
All equity funds in the Neuberger Berman lineup will carry A and C shares going forward, Morningstar's Katie Rushkewicz reports...
MutualFundWire.com -
Friday, March 20, 2009
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Trustar Struts Its Stuff
The firm has launched a new multi-fund retirement plan program...
401kWire.com -
Friday, July 06, 2001
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Reader Rating: 3
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Hodges Calls 2008 Performance an Embarrassment
Donald Hodges talks to The Wall Street Journal's Shefali Anand on the Hodges Fund's 2008 performance and his efforts to turn things around...
MutualFundWire.com -
Monday, March 30, 2009
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Will AIG Ratings Cuts Hit Stable Value?
Updated | An under-AAA insurer sees its insurance financial strength drop again, according to Wall Street watchers. Meanwhile, at least one stable value fund recently dumped the wrapper...
401kWire.com -
Tuesday, September 16, 2008
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Reader Rating: 4.5
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Neuberger Auction Crack Up Leaves Walker in Charge
With new white knight riding to the rescue, Neuberger and George Walker face the challenge of rebuilding...
MutualFundWire.com -
Thursday, December 04, 2008
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Fido, Vanguard Ponder Participation in Guarantee Program
Since the Treasury unveiled the program, a stream of press releases flowed from fund firms about their participation, but none so far come from Fidelity and Vanguard...
MutualFundWire.com -
Monday, October 06, 2008
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Lehman Admits to Being Interested in Funds
Now both Lehman and Neuberger are on the record confirming their talks...
MutualFundWire.com -
Wednesday, July 02, 2003
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First American Taps a New 401k Sales Head
The Minneapolis-based fund firm hires a Pioneer and Bisys alum to lead sales efforts in the 401k and sub-advisory channels...
401kWire.com -
Monday, December 08, 2008
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Funds Galore
Principal Financial subsidiary launches bundled product...
401kWire.com -
Thursday, May 31, 2001
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Reader Rating: 3
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Neuberger Berman is Sold
The deal is sealed and the price is $2.63 billion...
401kWire.com -
Tuesday, July 22, 2003
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Reader Rating: 4
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Neuberger for Sale?
Is the firm a target for a buy-out?..
MutualFundWire.com -
Tuesday, June 12, 2001
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Reader Rating: 3
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