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News Stories Archives - Since 1998
Fidelity Adds Hundreds to a Campus, Despite Giving a Piece Away The Boston Behemoth's team is expanding in this locale, even as the firm donates a building there to a nearby university... MutualFundWire.com - Thursday, June 1, 2023
How Much Will a $136B-AUM Deal Boost Franklin's DC I-O Biz? The asset manager's team publicly shares their expectations about what the impending acquisition would mean for their retirement distribution channel... 401kWire.com - Thursday, June 1, 2023
An Eight-Year OneAmerica Vet Launches an RIA The new firm serves as an independent KPA shop and 3(21) investment fiduciary... 401kWire.com - Thursday, June 1, 2023 - Reader Rating: 5
To Support Non-338s, GPS Adds a TAMP to a PEP A publicly traded firm's 3(38) will serve as a national option in this pooled employer plan... 401kWire.com - Thursday, June 1, 2023
What's Next For Bob and His Team? The Putnam chief offers hints as to what comes next, for him and for the firm, after the impending sale... MutualFundWire.com - Thursday, June 1, 2023
50 Years In, a 4,500-Plan RKer Is Still Groovin' The provider now has 410 employees, and they serve 620,000 participants, $110 billion in trust assets, and $1.3 trillion in fund administration. As they celebrate a big anniversary, they've hired a writer to help key people tell the firm's story... 401kWire.com - Thursday, June 1, 2023 - Reader Rating: 5
Expect Miracles Wraps Biggest Fundraiser Yet The fundster-driven charity raised more than $880,000 in their most recent remote challenge... MutualFundWire.com - Wednesday, June 1, 2022
A Midwestern RKer Upgrades Its TPA Support The retirement plan provider's team recently launched a new TPA dashboard... 401kWire.com - Wednesday, June 1, 2022 - Reader Rating: 5
A $76B-AUM Firm Adds a DC I-O Leader The exec previously held leadership roles at Heitman, Pimco, and BNY Mellon... 401kWire.com - Wednesday, June 1, 2022 - Reader Rating: 5
An ERISA Specialist Lands at Stradley Ronon The new hire most recently worked at a publicly traded B-D... 401kWire.com - Wednesday, June 1, 2022
A $967B-AUM Multinational's Chief Resigns The asset manager's parent company is sending a top executive to take over next week... MutualFundWire.com - Wednesday, June 1, 2022 - Reader Rating: 5
Vestwell Hires a Paycor Alum The new hire also previously worked with ADP, Axa Equitable, and Wells Fargo... 401kWire.com - Wednesday, June 1, 2022
A Nine-Year-Old Thematic Fund Crosses $1B The fund was the firm's first ETF launch back in 2012... MutualFundWire.com - Tuesday, June 1, 2021
Two Ex-Hancock RPS Vets Join an Expanding TPA's Leadership Team The new hires will oversee distribution and marketing, and one will become a co-owner of the Midwestern firm... 401kWire.com - Tuesday, June 1, 2021 - Reader Rating: 3.67
A Tennessee KPA Joins a National TPA The new hire now serves as vice president and sales consultant... 401kWire.com - Tuesday, June 1, 2021
A GA RIA Anoints a COO Updated \| A 14-year company veteran is on the rise at the institutional investment consulting firm... 401kWire.com - Tuesday, June 1, 2021
Week In Preview, June 1 - June 6 This week, the teams at EBRI, LeafHouse Financial, and That401kSite.com will host online events, and the FRA team will host an in-person event... 401kWire.com - Tuesday, June 1, 2021
Week In Preview, June 1 - June 6 This week the teams at Bernstein, Deutsche Bank, Factset, Franklin Templeton, IDC, and Nicsa will host online events... MutualFundWire.com - Tuesday, June 1, 2021
A PNC Vet Takes Over ESG For a Multiboutique The company has filled a new position to improve the social benefits of their investment strategy... MutualFundWire.com - Monday, June 1, 2020
A Boston RKer Launches a Pair of KPA Tools The RKer's team aims to help KPAs support participants and plan sponsors... 401kWire.com - Monday, June 1, 2020
A Springfield KPA Switches In Town He has more than 20 years of experience in the industry, both on the advisor and provider sides of the biz... 401kWire.com - Monday, June 1, 2020
Stable Value Assets Jump SVIA's chief talks about the niche DC asset class' growth in Q1... 401kWire.com - Monday, June 1, 2020 - Reader Rating: 5
A WI ERISA Law Firm Hires a Prof The new partner has 25 years of experience in labor and employment law, especially in ERISA and employee benefit law disputes... 401kWire.com - Monday, June 1, 2020
Week In Preview, June 1 - June 7 This week the teams at Artisan and Gamco are hosting online events... MutualFundWire.com - Monday, June 1, 2020
Week In Preview, June 1 - June 7 This week the teams at Capital Group, NICSA, and That401kSite.com are hosting online events... 401kWire.com - Monday, June 1, 2020
In Texas, a Fundster Prez Resigns There is no word on how the exec's duties will be handled... MutualFundWire.com - Friday, June 1, 2018 - Reader Rating: 5
After Ten Years a Motley Fool Funds Vet Departs The director started working for the advisor in 2008... MutualFundWire.com - Friday, June 1, 2018 - Reader Rating: 3
Ruffle Passes an Advisory Hat A North Carolina-based RIA is welcoming a new face as one board member transitions into a new role... 401kWire.com - Friday, June 1, 2018
Self-Directed Brokerage Account Balances Rise 23 Percent An RIA giant's quarterly report delves into SDBA data from an in-house product to analyze trends... 401kWire.com - Friday, June 1, 2018
A Liquid Alts Shop Roared In April M* updates mutual fund and ETF flows data for April... MutualFundWire.com - Friday, June 1, 2018 - Reader Rating: 5
Voya's Snodgrass Promotes in Illinois The freshly promoted VP has been with the company since 2010... 401kWire.com - Friday, June 1, 2018 - Reader Rating: 5
Meta Roboadvice Wins Over Another Robust Giant Yet again, a publicly traded financial services shop is investing in a roboadvisor that works through advisors (instead of trying to replace them)... MutualFundWire.com - Friday, June 1, 2018
2017 Reading List For KPAs Walk in the sun, feel the ocean breeze, and enjoy life with a great read!.. 401kWire.com - Thursday, June 1, 2017
The New Fund Fuss - June 1, 2017 The latest news on funds! .. MutualFundWire.com - Thursday, June 1, 2017
A Third-Party Marketing Firm Launches a Mutual Fund Newsletter This company focuses on helping the underdogs in the world of mutual fund investing. Now they aim to take a new approach to helping clients... MutualFundWire.com - Thursday, June 1, 2017
Natixis Hires a VP of Retirement Strategies This Asset Management firm has a new VP..... 401kWire.com - Thursday, June 1, 2017
UBS AM's Ferri Appoints a Product Strategy Chief The newly created position will complement UBS's existing framework with innovative design strategy. .. MutualFundWire.com - Thursday, June 1, 2017
Pentegra Unveils New Report in Leadership Series New York-based recordkeeper releases new report..... 401kWire.com - Thursday, June 1, 2017
Four Veteran Sales Execs Join An Alts Distro Startup S2K Financial hires four financial veterans to join their team. Steven Kantor, the former global head of Credit Suisse Capital Markets and current CEO of S2K, plans to take product distribution by storm with his team's new approach... MutualFundWire.com - Thursday, June 1, 2017
B-D 401k Execs Chin Stroke on T-Shares Will big broker-dealers use the new share class in a post-DOL? Maybe not, at least for now..... MutualFundWire.com - Thursday, June 1, 2017
Fees vs. Commissions: Broker-Dealers Lean Towards Choice At the SPARK Conference, a roundtable of broker-dealers talk about how they are approaching business models in light of the fiduciary rule. .. 401kWire.com - Thursday, June 1, 2017 - Reader Rating: 4
SPARK's Joe Ready Passes the Torch Joe Ready hands the baton to a new SPARK president. .. 401kWire.com - Thursday, June 1, 2017 - Reader Rating: 5
VMS Picks a Recordkeeper For Its Platform A provider of data, financial networking, and account aggregation technology, has just added a new ingredient to its new platform... 401kWire.com - Thursday, June 1, 2017 - Reader Rating: 1.8
Has Clayton Picked the SEC's Top Cops? Word is that Trump's new SEC chair will hire from within and from outside the regulatory agency to lead its enforcement division... MutualFundWire.com - Thursday, June 1, 2017
NAPA Taps Relius Alum The new hire will manage key provider relationships. .. 401kWire.com - Wednesday, June 1, 2016
A Wichita KPA Shop Relocates One of Bill Chetney's GRP allies relocates his 401(k) plan advisory shop... 401kWire.com - Wednesday, June 1, 2016 - Reader Rating: 3
A Southeast Wholesaler Joins an ATL RKer A Georgia wholesaler joins Arista Financial Group... 401kWire.com - Wednesday, June 1, 2016
Davey Does Hartford's 2nd Mutual Fund Deal of 2016 The insurer's mutual fund arm is poised to adopt 10 funds with $2.2B in AUM... MutualFundWire.com - Wednesday, June 1, 2016
Capital Group Tackles TDF Evaluation Bill Anderson and his team have a new tool for KPAs trying to select and monitor default options in DC plans... 401kWire.com - Wednesday, June 1, 2016
Plan Sponsors at Crossroads Amid DoL's Compensation Tweak A new rule tied to compensation and overtime takes effect this year, and plan sponsors have three options. .. 401kWire.com - Wednesday, June 1, 2016
A Plan Sponsor CIO Defects to American Beacon There is no word yet on who will take his place... 401kWire.com - Wednesday, June 1, 2016
401k Account Balances Rose in April EBRI surveys 401(k) account balances for the month of April. .. 401kWire.com - Wednesday, June 1, 2016
Needles Hires a Non-Fundster For the American Beacon C-Suite A veteran mega-market retirement plan sponsor exec in the Midwest heads South to the subadvised mutual fund shop... MutualFundWire.com - Wednesday, June 1, 2016
The Boston Behemoth Expands In the Land of Enchantment Fidelity is reportedly hiring hundreds in Albuquerque... MutualFundWire.com - Wednesday, June 1, 2016
Pensionmark Says Aloha To a KPA Troy Hammond and his team just added their first affiliate in Hawaii... 401kWire.com - Monday, June 1, 2015 - Reader Rating: 3.5
Diamond Hill Dives Into 2nd Gen Passive Investing The publicly-traded, Midwestern asset management firm launches its first ETF, which is powered by its first quasi-passive strategy... MutualFundWire.com - Monday, June 1, 2015
A Retired T. Rowe PM Pledges $15MM A former star PM for the Baltimore-based mutual fund shop promises an eight-figure gift to his alma mater... MutualFundWire.com - Monday, June 1, 2015 - Reader Rating: 1
Schoneman Promotes a TRA Quality Control Manager Matt Schoneman, president of Port Washington, Wisconsin-based recordkeeping TPA The Retirement Advantage, Inc. (TRA), confirmed the promotion of..... 401kWire.com - Monday, June 1, 2015 - Reader Rating: 5
Plan Participants Want More From Plan Sponsors ...according to a new survey issued by Northern Trust... 401kWire.com - Monday, June 1, 2015 - Reader Rating: 4.67
Aon Hewitt Adds a Senior Consultant The Lincolnshire, Illinois-based consulting firm adds a new hire..... 401kWire.com - Monday, June 1, 2015 - Reader Rating: 5
B-Ds, Fear Not: Fink Doesn't Plan to Be You Last week the chief of the world's largest asset manager reassured shareholders that no, getting (back?) into the broker-dealer business is not part of his plan... MutualFundWire.com - Monday, June 1, 2015
A GuidedChoice Exec Jumps to a B-D Updated \| An indie broker-dealer giant welcomes a new hire from the managed account provider... 401kWire.com - Friday, June 1, 2012
Kaplan Ups Stakes from SEC The top cop on the mutual funds beat has jumped ship to private law practice... MutualFundWire.com - Friday, June 1, 2012
Thomson Reuters Buys a Canadian Fund Tracker for Lipper The pick-up adds data from more than 13,000 mutual funds to the Lipper fund database... MutualFundWire.com - Friday, June 1, 2012
Cerulli Expects Alternatives to Continue Growth Alternative mutual funds will continue to gain market-share, according to a new report from Cerulli... MutualFundWire.com - Friday, June 1, 2012 - Reader Rating: 5
Send in the Clones! An ETF Leverages Hedge Fund Brain Trust A new ETF aims to capture alpha from disclosed equity positions held by established hedge fund managers... MutualFundWire.com - Friday, June 1, 2012
Look Global Say Cerulli Analysts Cerulli's May Products Trends Edition also looks at Morningstar's new fund categories and provides flow data... MutualFundWire.com - Friday, June 1, 2012
Borzi's Email Circulation Hits 50,000 This week's version of the bi-weekly mailing celebrates "Older American's" month with a retirement planning calculator... 401kWire.com - Friday, June 1, 2012
Chetney Adds a 401k Vet to a Louisiana Shop An LPL wealth management firm brings on a former Merrill advisor... 401kWire.com - Friday, June 1, 2012 - Reader Rating: 1
FBR Looks at Options for its Mutual Funds FBR's asset management division could be sold, according to a securities filing... MutualFundWire.com - Friday, June 1, 2012
WAMCo Execs Erase "Legg Mason" from Their Door The bond gurus at WAMCO will shed the name of their struggling parent on the other coast... MutualFundWire.com - Friday, June 1, 2012 - Reader Rating: 5
It's Hedge and Private Equity vs. Mutual Funds In the Fighting Ring Fund industries throw punches over regulations on private fund advertising.. MutualFundWire.com - Friday, June 1, 2012
Third Day? Gross' "Great White Whale Lies Waiting" Pimco's star bond mutual fund guru releases his latest monthly investment outlook column... MutualFundWire.com - Friday, June 1, 2012 - Reader Rating: 5
Unfair or Not, Facebook Gives Fidelity a Black Eye The mutual fund giant is winning a lot of ink that may have to be recorded as red ink instead of black in its ledgers... MutualFundWire.com - Friday, June 1, 2012
Blackrock Scion is Losing Again A Fink makes the gossip pages in the New York Post... MutualFundWire.com - Friday, June 1, 2012
A Pair of Boutiques Get Into the Mutual Fund Business A Kansas City, Missouri-based firm and a Leawood, Kansas-based firm debut their maiden mutual funds... MutualFundWire.com - Wednesday, June 1, 2011 - Reader Rating: 5
Arvia Points Nationwide Up-Market Ann Arvia is looking to re-focus the provider's sales force... 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 5
Schwab Weighs 401k Advice Options Whom will the brokerage giant choose to power the advice piece of its planned ETF-based platform?.. 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 2.67
SageView Enters Austin With a Top Advisor Updated \| The SoCal-based advisory firm buys a nearby retirement plan practice, and expands into two new cities as well as a new market... 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 4
Lincoln Scores Participants The provider designed the new scorecard to give participants a simple way to understand and track their retirement readiness... 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 3
Gallagher Buys a $30-Billion Consulting Shop The retirement services side of the insurance brokerage expands... 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 4.67
Peter Cieszko Lands a New Gig Months after leaving Fidelity, Peter Cieszko is joining a mutual fund firm based in the Midwest... MutualFundWire.com - Wednesday, June 1, 2011 - Reader Rating: 1
Jeff Gundlach Has His Eye on an NFL Team The DoubleLine CEO has expressed interest in buying a football team... MutualFundWire.com - Wednesday, June 1, 2011
Schwab's Bold Move Catches the Attention of the WSJ and the Gray Lady Schwab's major 401k initiatives capture the attention of the mainstream press... MutualFundWire.com - Wednesday, June 1, 2011
ING Beams in a New Retirement Chief The giant bundled provider anoints its new top exec... 401kWire.com - Wednesday, June 1, 2011 - Reader Rating: 3.17
Which TIPS Funds Are Rolling in 401k Dough? An industry data specialist unveils a new top ten list... MutualFundWire.com - Wednesday, June 1, 2011 - Reader Rating: 5
Goldman Makes a DC Hire Goldman Sachs hires a Neubeger Berman vet for a new post... 401kWire.com - Tuesday, June 1, 2010 - Reader Rating: 3
Openings and Closings: June 1, 2010 A roundup of fund launches and closings... MutualFundWire.com - Tuesday, June 1, 2010
PlanSponsor Keeps Pathfinder in the Family Via a Strategic New Partner Updated \| Another Asset International company hires an executive to handle sales for the DC search tool... 401kWire.com - Tuesday, June 1, 2010 - Reader Rating: 1.5
Peltz Ups His Legg Mason Stake The asset manager's biggest PITA shareholder is making himself an even bigger stakeholder... MutualFundWire.com - Tuesday, June 1, 2010
Google is Expanding its Own Portfolio Management Team Though the pay may lag behind Wall Street, the tech giant does offer rock climbing, great food and free massages... MutualFundWire.com - Tuesday, June 1, 2010
Burbank Consolidates its $100M Plans With a Single Vendor Updated \| A bundled DC provider wins $80 million in new business with the city... 401kWire.com - Tuesday, June 1, 2010
Ibbotson Starts Work for American Beacon The fund advised fund family is putting the famed researcher to work. He plans more funds down the road... MutualFundWire.com - Tuesday, June 1, 2010 - Reader Rating: 4
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 1, 2010 - Reader Rating: 1
Gundlach Goes to the Core Jeff Gundlach comes out with his third mutual fund at DoubleLine... MutualFundWire.com - Tuesday, June 1, 2010
Van Kampen Becomes a June Bride The Invesco deal is officially complete... MutualFundWire.com - Tuesday, June 1, 2010
Coming in June: Invesco and Gundlach A roundup of what will be happening in June... MutualFundWire.com - Tuesday, June 1, 2010
BlackRock Puts its 401k Chips in the Hands of a New Chief BlackRock picks a replacement for State Street-bound Kristi Mitchem... 401kWire.com - Tuesday, June 1, 2010 - Reader Rating: 3
Revisting the Star Debate Stars remain as important to the fund industry as they are in Hollywood... MutualFundWire.com - Tuesday, June 1, 2010
A Provider Preps Target Risk Target Date Funds A subsidiary of a recordkeeper will soon offer funds with adjustable risk levels... 401kWire.com - Monday, June 1, 2009 - Reader Rating: 4.25
Third Avenue Expands its Staff and Fund Lineup The Manhattan firm hires and preps a launch... MutualFundWire.com - Monday, June 1, 2009
A Retirement Income Provider Will Not Seek Govt Aid No federal capital will be sought by the retirement income giant... 401kWire.com - Monday, June 1, 2009 - Reader Rating: 2
A New Retirement Income Product Seeks Lifelong Results A new annuity product will offer protection from market downturns... 401kWire.com - Monday, June 1, 2009 - Reader Rating: 1
USA Today Sees Bad News for Some Niche Funds Some asset classes take a hit as market improves... MutualFundWire.com - Monday, June 1, 2009 - Reader Rating: 5
A Fund Parent Company Declines Aid Mutual fund parent company will not seek capital in the form of government aid... MutualFundWire.com - Monday, June 1, 2009
A Vendor PASSes a New Service to Administrators A provider plans to offer services that will expand administrative scope for some companies... 401kWire.com - Monday, June 1, 2009
Is Vanguard a Buyer? Bill McNabb may be about to lead the low-cost fund giant into a multi-billion-dollar deal... MutualFundWire.com - Monday, June 1, 2009
The Signs of a Rally Spark PM Discussion The signs of a possible rally invigorate debate over how PMs should respond... MutualFundWire.com - Monday, June 1, 2009
An Old Indexing Debate Continues in a New Light The fundamental indexing debate is fueled by new data showing mixed results... MutualFundWire.com - Monday, June 1, 2009
A UBS PM Gains a Nod in the WSJ The manager of the UBS U.S. Equity Fund got a mention in Monday's WSJ... MutualFundWire.com - Monday, June 1, 2009
WSJ Contemplates Bond Fund Pain Tom Lauricella looks back at 2008 in the fixed income investing world... MutualFundWire.com - Monday, June 1, 2009
Coverage Continues for an ETF Newbie A new ETF continues to make news... MutualFundWire.com - Monday, June 1, 2009
Provider Taps Boston Research Group for Client Clustering Program A bundled provider enlisted the aid of the research firm for a new client segmentation program... 401kWire.com - Friday, June 1, 2007
Ed Jones: 401ks Are All About Process A regional broker-dealer stays out of the DC product game and focuses instead on education at all levels instead. .. 401kWire.com - Friday, June 1, 2007 - Reader Rating: 3.5
Citigroup Decides FRC's Fate Citigroup has decided what it will do with FRC when the Bisys deal closes... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3
Scheve to Depart from Legg Mason Legg Mason's chief administrative officer will leave the firm to take the top job at Janney Montgomery Scott... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3
Where is the Fabric of the 401k Fee Fight Tugging? A DC attorney pulls together legal, legislative and regulatory trends in the retirement industry and looks to the future... 401kWire.com - Friday, June 1, 2007 - Reader Rating: 2
Kelmoore Steps Up SMA Distribution Efforts Kelmoore Investment Company has formed a partnership with AMS Group to double the distribution efforts of its separately managed accounts... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3
Accessor Does its Research The Seattle-based firm, founded by Tony Whatley, bases its investment strategy on three principals: research, asset allocation and technology... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 2.83
Grabbed from the Monster - Set Sail For Vanguard It's time again for the weekly jobs column "Grabbed from the Monster." This week promises to be productive one with the spotlight shining on jobs in Pennsylvania... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3.33
Provider Scales CRM Online to the Next Level The Golden State firm unveils its latest internal customer support software. .. 401kWire.com - Friday, June 1, 2007
FundQuest Creates Tool to Ease Fee-Based Account Transitions FundQuest has created a service specifically designed to assist with the conversion of fee-based brokerage accounts... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3
XShares Expands ETF Lineup The Big Apple asset manager has launched a new HealthShares ETF. The new offering brings the number of HealthShares ETFs to 18... MutualFundWire.com - Friday, June 1, 2007
Reish Luftman Adds Legal Eagle The Los Angeles-based law firm has made an addition to its employee benefits practice group... 401kWire.com - Friday, June 1, 2007
Citigroup Challenges Wachovia's Claim on No. 2 Spot Citigroup says it will continue to have the second largest roster of brokers even after the Wachovia-A.G. Edwards deal closes... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 2.75
Janney Names New President and CEO The Philadelphia-based broker-dealer has named a new president and chief executive officer... MutualFundWire.com - Friday, June 1, 2007 - Reader Rating: 3
WSJ: Specialists Turn Tables on ETF Issuers With the Securities and Exchange Commission (SEC) finally picking up the pace of its approvals for exchange-traded funds (ETFs), ETF backs are facing another bottleneck ..... MutualFundWire.com - Friday, June 1, 2007
Wachovia's Ameriprise Annexation is Complete The Southern plan provider finalized its purchase of a fellow DC recordkeeping business... 401kWire.com - Thursday, June 1, 2006
Sponsors Shift Priorities For Swapping Managers The next time you lose an investment mandate, the reason may not be you. Instead, your rival may have offered a better deal... 401kWire.com - Thursday, June 1, 2006 - Reader Rating: 4
New England Plan Provider Spruces Up Website A Massachusetts says its enhanced website for plan sponsors meant to make TRO even more appealing... 401kWire.com - Thursday, June 1, 2006 - Reader Rating: 2.5
A Midwestern Power Company Slips Fidelity's Grasp The Boston Behemoth rarely loses its largest clients -- so what happened with this Ohio-based plan sponsor?.. 401kWire.com - Thursday, June 1, 2006 - Reader Rating: 2.5
Donahue To Take Top Job At DTCC Donald Donahue will become president and chief executive officer of the Depository Trust & Clearing Corporation effective August 1, the New York-based firm announced Thursday... MutualFundWire.com - Thursday, June 1, 2006 - Reader Rating: 3
Schwab Hires SMA Service Provider Charles Schwab Investment Management has turned to JPMorgan Worldwide Securities Services to provide administration services for its separately managed accounts... MutualFundWire.com - Thursday, June 1, 2006
New England Asset Manager Names New CIO David Cameron is now the new chief investment officer at the Boston Company Asset Management, according to a company statement released Thursday. Cameron, formerly head of U.S. equities, will report directly to Boston Company chairman and CEO Corey Griffin. .. MutualFundWire.com - Thursday, June 1, 2006
Merrill Manager Makes Jump To Oppenheimer OppenheimerFunds has hired Ron Zibelli as vice president and portfolio manager of the $840 million Oppenheimer Discovery Fund, according to a news release... MutualFundWire.com - Thursday, June 1, 2006
Heartland Investment Manager Launches Legacy Funds American Century Investments is launching three new funds, according to a statement released Wednesday. The new American Century Legacy Funds -- Legacy Large Cap, Legacy Focused Large Cap and Legacy Multi Cap -- are quantitatively managed portfolios that use a weighted, multi-factor model to guide their stock picks... MutualFundWire.com - Thursday, June 1, 2006
DoL/SEC Provide Sponsors with Tip Sheet on Advisor Conflicts Federal regulators are asking sponsors to tighten up their oversight of investment advisors... 401kWire.com - Wednesday, June 1, 2005 - Reader Rating: 4
Donaldson's Departure May Delay Hard Four Answer An already slow process will likely slow even more with Donaldson gone. Other resignations and Sihpol case add even more complexity to the process... 401kWire.com - Wednesday, June 1, 2005 - Reader Rating: 4.25
Sihpol Closings: Prosecution Scores Points, But No K.O. The four-hour summation by assistant attorney general Harold Wilson felt like death by a thousand cuts. That evidence may add up to be enough for a conviction... MutualFundWire.com - Wednesday, June 1, 2005 - Reader Rating: 3
Marsh: Putnam Not Being Sold Marsh is once again denying rumors that it is shopping Putnam Investments... 401kWire.com - Wednesday, June 1, 2005 - Reader Rating: 3
Ameritrade in Deal Talks, But Not With ETrader Was ETrade's recent offer to purchase Ameritrade really a defensive move intended to ward off a deal between Ameritrade and TD Waterhouse? That is the suspicion one could have after Ameritrade and TD Waterhouse confirmed Tuesday that they are in talks. .. MutualFundWire.com - Wednesday, June 1, 2005
American Century Gets TIPSy, Again American Century is targeting a new TIPS fund to advisors. The new fund builds on the firms existing capabilities in the Treasury inflation protected securities business and its desire to build its fund lineup for advisors... MutualFundWire.com - Wednesday, June 1, 2005
MF Wrap Hits Billion Mark Brinker Capital has gathered more than $1 billion of assets in its mutual fund wrap program. The Berwyn, Pennsylvania-based firm offers the Destinations mutual fund wrap program through 850 financial advisors. .. MutualFundWire.com - Wednesday, June 1, 2005
Hot in the Citi Two units of Citigroup land in hot water for hijinks related to transfer agent services. The units have settled SEC charges for a whopping $208 million... MutualFundWire.com - Wednesday, June 1, 2005 - Reader Rating: 4
Canary Witnesses Raise Wrinkles in Sihpol Case Sihpol's defense questions: if those at Canary had no intent, how could Sihpol? Also: what do Theodore Sihpol, Saddam Hussein, and Michael Jackson have in common?.. MutualFundWire.com - Wednesday, June 1, 2005
Milliman Consultant Relations Head Goes to Ceridian Ceridian is expanding into the Southeastern U.S. and bringing on Jessen Fahey to oversee the territory... 401kWire.com - Tuesday, June 1, 2004 - Reader Rating: 5
FleetBoston Fund Managers Say Adieu Columbia Asset Managment is experiencing a minor brain drain... MutualFundWire.com - Tuesday, June 1, 2004
NASD Fines Davenport, Investigation Continues NASD says broker dealer helped edge funds market time. .. MutualFundWire.com - Tuesday, June 1, 2004
Newport Reaches Out in the Midwest Stephen Slovensky was appointed Midwest Regional Director for the Newport Group... 401kWire.com - Tuesday, June 1, 2004 - Reader Rating: 5
Hannaford Takes Assets to Vanguard The grocery chain is moving its plan from Putnam Investments... 401kWire.com - Tuesday, June 1, 2004 - Reader Rating: 2
PIMCO Parent Must Jump Through Compliance Hoops The Allianz Dresdner settlement with New Jersey regulators announced Tuesday comes at a heavy cost. The parent company's general counsel will likely need much help... MutualFundWire.com - Tuesday, June 1, 2004
Strong Promises Sale Bonus in Memo Those working at Strong Financial will see something special in an upcoming check if they stay on board through the sale... MutualFundWire.com - Tuesday, June 1, 2004 - Reader Rating: 4
Promotion Time for a Fund Probe Leader? The is talk that the SEC coordinator of the fund investigations may be handed the Northeast office... MutualFundWire.com - Tuesday, June 1, 2004
Putnam Launches Money Fund The money market fund is geared to institutional investors. .. MutualFundWire.com - Tuesday, June 1, 2004
GE Financial Rebrands, IPOs The insurer files a prospectus and will now go by the name of Genworth Financial. .. MutualFundWire.com - Tuesday, June 1, 2004 - Reader Rating: 5
Wells Fargo Confirms Buy of Harris Retirement Biz A Wells Fargo Institutional Trust executive talks to the 401kwire about its second acquisition in one week... 401kWire.com - Tuesday, June 1, 2004 - Reader Rating: 3
Stevens Takes Helm at ICI Matthew Fink retires as ICI president after 33 years... MutualFundWire.com - Tuesday, June 1, 2004
Pimco Distributors, PEA Settle with Jersey for $18 Million PIMCO Advisors Distributors, PEA Capital and parent Allianz Dresdner neither admit nor deny trading abuse allegations. New Jersey drops charges, but imposes drastic governance changes... MutualFundWire.com - Tuesday, June 1, 2004 - Reader Rating: 3
Sales Openings at Hancock The insurer faces two vacancies after a bank and another insurer raid its wholesale force. .. MutualFundWire.com - Friday, June 1, 2001 - Reader Rating: 3
Shake-up at Lindner Funds The Milwaukee firm is slimming from 40 to as few as six as it outsources to Firstar and closes its St. Louis office. It is also seeking a new marketer... MutualFundWire.com - Friday, June 1, 2001 - Reader Rating: 3
Fido Names Euro Boss Fido names European head ... Stilwell Financial has named a new CFO out of PwC ... Janus launches value fund ... Wayne Hummer adds investment exec .. Pru lures Dreyfus exec. .. 401kWire.com - Friday, June 1, 2001 - Reader Rating: 3
Janus Parent Names CFO Fido names European head ... Stilwell Financial has named a new CFO out of PwC ... Janus launches value fund ... Wayne Hummer adds investment exec .. Pru lures Dreyfus exec. .. MutualFundWire.com - Friday, June 1, 2001 - Reader Rating: 3
Done Deal Between BISYS and UPI BISYS has picked up recordkeeper and administrator Universal Pensions. .. 401kWire.com - Friday, June 1, 2001 - Reader Rating: 3
Brokers Online American Skandia allies with an Internet company for the distribution of online benefits services... 401kWire.com - Friday, June 1, 2001 - Reader Rating: 3
SVA June 1, 2000 .. 401kWire.com - Thursday, June 1, 2000 - Reader Rating: 3
MoneyStar Adds Execs The Austin software provider has hired a chief financial officer and a chief marketing officer... MutualFundWire.com - Thursday, June 1, 2000 - Reader Rating: 3
Great West Shoots And Scores North Carolina sponsor's self-administered plan is hammered into the boards... 401kWire.com - Thursday, June 1, 2000 - Reader Rating: 3
Schwab/U.S Trust Merger Finalized This 800-pound gorilla is looking for its seat... MutualFundWire.com - Thursday, June 1, 2000 - Reader Rating: 3
American Century Adds Sector Offerings American Century is adding two sector funds to its product line-up, with a subscription period through Schwab... MutualFundWire.com - Thursday, June 1, 2000 - Reader Rating: 3
June 1, 2000 The master's voice ... Montgomery loses its honour ... Not exactly Firsthand news... 401kWire.com - Thursday, June 1, 2000 - Reader Rating: 3
June 1, 2000 The master's voice ... Montgomery loses its honour ... Not exactly Firsthand news... MutualFundWire.com - Thursday, June 1, 2000 - Reader Rating: 3
BISYS Acquires Another Education Shop The BISYS Group, Inc. has acquired Dover International, a provider of professional certification training, continuing education, and other support services for the financial services industry. Those in the defined contribution arena will eventually fall be offered services as result of this merger... 401kWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
BISYS Acquires Another Education Shop The Little Falls-based service provider continues to expand its education arm with the purchase of an Atlanta training and education firm... MutualFundWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
Vanguard Re-Opens Windsor Vanguard's Windsor Fund is now open for business to new investments with an added advisor, after ten years of closure... MutualFundWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
Cross-Selling Between DB and DC You're an investment manager. You need to find a wider market for your products. How do you do it? One possibility from the IIR conference in New York City... MutualFundWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
CSAM Hands Over CIO Reins Credit Suisse has appointed a global chief investment officer, from JP Morgan, to oversee the recently combined asset management businesses... MutualFundWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
Cross-Selling Between DB and DC The defined contribution marketplace has reached a point of maturity. At least that is the conclusion many have reached inside the industry. So, how do you find new clients for your products? If you are an investment manager, you might try cross-selling between defined benefit and defined contribution plans. This is the advice from Kristin Pawlak, associate research director at Eager Manager Advisory Services... 401kWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
Odd Lots, June 1, 1999 Merrill Offers OnLine Trading for $29.95! ... PBGH pays price for avoiding Net stocks... MutualFundWire.com - Tuesday, June 1, 1999 - Reader Rating: 3
Louisiana Company Looks to Fly More Funds Ruston, LA-based James & Co., Inc. is exploring whether or not it will be adding funds to its 401(k) investment options, Fred J. Baragona, Jr., director of human resources, told the 401kWire. The plan -- which was previously two plans until consolidated -- has $35 million in assets with 700 active participants... 401kWire.com - Monday, June 1, 1998 - Reader Rating: 3
Week of May 24, 1998 Wednesday May 27, 1998. PRNewswire. ICR Media of Pennsylvania has conducted a survey of participants in 401(k) plans. The organization has found that while participants understand the basic fundamentals of their plans. Nonetheless, the steps they are taking are not bringing them closer to their goals. For instance, many respondents expressed a desire to retire early, but according to the study, many will not be able to achieve that goal with any financial stability. Sunday May 24, 1998. Chicago Sun-Times. Kerry Hannon in "Retiring Types Aren't Shy" reports that it is very difficult to get participants to diversify their 401(k) accounts. One of the reasons is that the stock market is doing so well, and some individuals who own company stock earn a high rate of return. T. Rowe Price, for instance, reports that among the 1.4 million individuals whose 401(k) is administered by the provider, 774 are now millionaires thanks to the booming stock market... 401kWire.com - Monday, June 1, 1998 - Reader Rating: 3
Advice v. Education .... A Heated Debate, And The Schwab Shuffle Word is getting around that sparks flew at the recent education roundtable held by Pensions and Investments, which our sources report is scheduled to appear in today's edition of the newspaper. Of course, the 401kWire has not yet received its snail mail copy, but we are waiting expectantly... 401kWire.com - Monday, June 1, 1998 - Reader Rating: 3

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