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Results 1 to 195 of 195 results for thursday. (0.031 seconds)

News Stories Archives - Since 1998
An NY AM Adopts and Transforms a Cali Alt The four-year-old alternative fund is now a mutual fund, with three share classes and $35 million in AUM... MutualFundWire.com - Thursday, July 25, 2024
Why an IPO-Bound Startup Added These 2 C-Suiters One of the new hires previously served in a similar role with a company as it went through its own initial public offering... 401kWire.com - Thursday, July 25, 2024
Two Allies to TPAs Integrate to Automate Data Collection The partnership will include integration of a TPA-focused platform... 401kWire.com - Thursday, July 25, 2024 - Reader Rating: 5
At an RKer, a 19-Year Vet and a 13-Year Vet Rise The duo are taking on new leadership roles in the team that focuses on advisor-sold 401(k)s with less than $25 million each... 401kWire.com - Thursday, July 25, 2024
In 30 Months, an Active Bond ETF Reaches $1B The milestone came a month after the fund's elder sibling surpassed $10 billion in AUM... MutualFundWire.com - Thursday, July 25, 2024
An Indiana Lincoln Alum Joins a PPP The new hire previously spent more than seven years at the recordkeeper... 401kWire.com - Thursday, July 25, 2024
Strive Leads With $102MM The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, July 25, 2023 - Reader Rating: 5
An Eight-Year Empower Vet Joins BPAS The New England-based new hire will serve as a regional sales director... 401kWire.com - Tuesday, July 25, 2023
Fiona Reveals CalSavers' New Chief The new executive director most recently came from CalPERS... 401kWire.com - Tuesday, July 25, 2023
Katie Adds a JPMAM Vet to TCW's Leadership Team The new hire spent 16 years at the Gotham asset manager and will take on a newly created role at the Southland firm... MutualFundWire.com - Tuesday, July 25, 2023
What's Next For a PA Brokerage's Ex-Retirement and Wealth Chief? A DC industry veteran leaves a PE-backed firm that focuses on non-qual plans... 401kWire.com - Tuesday, July 25, 2023
An Abs Return Shop Wins As Micro Flows Barely Sour The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, July 25, 2022
An Empire State Provider Makes a Massive Upgrade The rollout took place earlier this month for all of the recordkeeping TPA's participants... 401kWire.com - Monday, July 25, 2022
Kmak Reorgs FDI's C-Suite The retirement plan benchmarketing specialist now has new heads of marketing, product, research, and more... 401kWire.com - Monday, July 25, 2022
Three Transamerica Workplace Leaders Rise The moves, all focused on "transformation," follow the ascension of a new workplace solutions chief last month... 401kWire.com - Monday, July 25, 2022
Week In Preview, July 25 - July 31 This week, the teams at Charles Schwab, Fi360, NAPA, and WIPN are hosting events... 401kWire.com - Monday, July 25, 2022
Week In Preview, July 25 - July 31 This week, the teams at Charles Schwab, Expect Miracles, IMEA, and LPL are hosting events... MutualFundWire.com - Monday, July 25, 2022
Helping Bridge the Plan Sponsor-Participant Gap A DC I-O marketer shares insights into what participants and plan sponsors are thinking these days... 401kWire.com - Thursday, July 25, 2019
As One DWS MD Moves, Another Steps Up As one DWS managing director moves back to the UK, another takes on a new role... MutualFundWire.com - Thursday, July 25, 2019
Greystone Says Goodbye to a Veteran Florida KPA After 35 years serving the firm, an advisor retires.. 401kWire.com - Thursday, July 25, 2019
A Franklin Templeton Alum Joins T. Rowe He will serve as an advisor strategist for defined contributions... 401kWire.com - Thursday, July 25, 2019
Big Apple 401k Folks Cruise For Two Causes For a third year in a row, the Gotham arm of a DC organization gathers industry insiders on a boat... 401kWire.com - Thursday, July 25, 2019 - Reader Rating: 4.33
An Ex-Fundster Chief May Not Leave After all The multinational he vice-chairs is pushing back on rumors of his impending departure... MutualFundWire.com - Thursday, July 25, 2019
At Nationwide, Carter Anoints a Successor A 13-year company vet takes over as retirement plans chief at the insurer... 401kWire.com - Thursday, July 25, 2019
A New B-D Plans to "Aggressively Grow" Its KPA Biz Watch for this firm to expand its recruiting efforts, especially in the retirement plan advisor space... 401kWire.com - Wednesday, July 25, 2018
A Recordkeeping Giant Launches Another Financial Wellness Tool The Voya Retirement team has revealed a new participant tool for financial wellness... 401kWire.com - Wednesday, July 25, 2018 - Reader Rating: 4.67
MacAlpine Wins WisdomTree's First NTF IBD Ally All of the publicly traded ETF shop's funds will be available on the NTF platform... MutualFundWire.com - Wednesday, July 25, 2018
Pru Launches an Intra-401k Savings Account The new feature mimics legislation proposed in the Senate earlier this month. .. 401kWire.com - Wednesday, July 25, 2018 - Reader Rating: 4.5
Senators Grill Trump's SEC Pick on Fiduciary Issues Cryptocurrency, cybersecurity, enforcement, insider trading, subpoena power, and other issues also came up at the nominee's shared confirmation hearing yesterday morning... MutualFundWire.com - Wednesday, July 25, 2018
BlackRock Pushes Open MEPs, Re-Enrollment, and More Make it easy: that's the slogan of this new white paper focused on expanding access to workplace retirement savings plans... 401kWire.com - Wednesday, July 25, 2018
ABG Teams Up With a Tech Provider The independent recordkeeper group will be using the tech from a California company... 401kWire.com - Wednesday, July 25, 2018
Meet a Gamco-Adjacent Star Forbes profiles a small-cap value PM. .. MutualFundWire.com - Wednesday, July 25, 2018
AmCentury Updates Target Date Portfolio Strategy They have three goals they are trying to address with these new changes... 401kWire.com - Tuesday, July 25, 2017
Dodson Starts Passing the Reins at Parnassus Jerome Dodson, 74, is slowly transitioning out of his role as CEO..... MutualFundWire.com - Tuesday, July 25, 2017
Mark Iwry Urges Plan Sponsors to Stretch it Out "That�s a theme that I�ve been focused on for a long time� they�re not doing as much as they could and it would be desirable for them to do more," so says Mark Iwry... 401kWire.com - Tuesday, July 25, 2017
Trust Company of America Partners Up These two companies make a new partnership..... 401kWire.com - Tuesday, July 25, 2017
VMS Frames Their Focus Knowing their market also comes along with a new hire... .. 401kWire.com - Tuesday, July 25, 2017 - Reader Rating: 1
ETC, Chiron, and KraneShares Go Up Once Again! An analysis of the under $1B fund flow data for June 2017... MutualFundWire.com - Tuesday, July 25, 2017
Follow the Fundsters - July 18, 2017 The latest hires, fires, and more!.. MutualFundWire.com - Tuesday, July 25, 2017
Three Employees Shift Roles at Pru All employees named are placed in leading roles..... 401kWire.com - Tuesday, July 25, 2017 - Reader Rating: 4
Company Stock Pulled From 401k Plan This company has pulled its stock from its 401k plan and will liquidate the fund in December... 401kWire.com - Tuesday, July 25, 2017
An I-Bank Slows Down One ETF Biz But Amps Up Another A Wall Street giant is reportedly pulling back from its lead market maker efforts even as it doubles down on its own ETFs... MutualFundWire.com - Tuesday, July 25, 2017
GRPAA Affiliate Expands Financial Wellness Capabilities This KPA shop enhances its practice in a big way!.. 401kWire.com - Tuesday, July 25, 2017 - Reader Rating: 5
Jamie Ohl's Boss Retires from Lincoln The veteran retirement industry executive retires after nearly 35 years of experience. .. 401kWire.com - Monday, July 25, 2016 - Reader Rating: 3
A $75B Canadian Asset Manager Buys a Fifth U.S. Shop The firm being acquired is an alternative asset manager that also powers a mutual fund... MutualFundWire.com - Monday, July 25, 2016
Stork and Reaper -- July 25, 2016 The latest SEC filings brought to you by MFWire!.. MutualFundWire.com - Monday, July 25, 2016
Participants Are Missing the Mark; KPAs Can Help 401(k) plan participants are actively contributing, however, majority are still missing the mark and do not feel confident in their retirement security... 401kWire.com - Monday, July 25, 2016
A $7B KPA Team Chooses RayJay For Its Next Step The California-, Indiana-, and Missouri-based group rebrands, switches B-Ds, and plans big growth... 401kWire.com - Monday, July 25, 2016 - Reader Rating: 1
Mega Plan Sponsors Flock to Non-RKer TDFs Weak participation among participants in target date funds serves as a catalyst for change. .. 401kWire.com - Monday, July 25, 2016 - Reader Rating: 5
Mutual of Omaha Will Help KPAs Review Plan Investments Through its 3(21) partnership, Mutual of Omaha will begin rolling out its new offering in August... 401kWire.com - Monday, July 25, 2016 - Reader Rating: 2
Empower Wins Over $2.5B in Non-Profit Assets The Dallas-based health care provider will also introduce a new investment fund lineup. .. 401kWire.com - Monday, July 25, 2016 - Reader Rating: 5
Launching Active ETFs Is About to Get Simpler, and Faster BATS and the NYSE trumpet the SEC giving the go-ahead to streamlining the process for launching new, actively-managed exchange-traded funds... MutualFundWire.com - Monday, July 25, 2016
Connolly Builds His Putnam Wrecking Crew Capitalizing on a year of solid Putnam PM performance, Putnam's head of global distribution prepares to do some damage... MutualFundWire.com - Friday, July 25, 2014
T. Rowe Price Promotes a PR Vet Updated \| A mutual fund giant is keeping the ball rolling.... by promoting someone in the PR department... MutualFundWire.com - Friday, July 25, 2014
Three KPAs Launch an RIA in Chicago An independent consulting and advisory firm just opened in Chi-town... 401kWire.com - Friday, July 25, 2014
An IRA Recordkeeper Upgrades Online A rollover specialist based in Pennsylvania revamps its corporate website... 401kWire.com - Friday, July 25, 2014 - Reader Rating: 4.3
Kirk Expands Newport's Midwestern Reach The RKing TPA opens a new office... 401kWire.com - Friday, July 25, 2014 - Reader Rating: 4
Happiness ... Is the Hennessy Funds Bang Bang, Shoot Shoot. Neil Hennessy's firm gets a lot of lovin' from Seeking Alpha for such things as his acquisition strategy and the firm's lean business model... MutualFundWire.com - Friday, July 25, 2014
Gemini Kicks Up Distribution The mutual fund servicer launches new distro initiatives... MutualFundWire.com - Thursday, July 25, 2013
WisdomTree Launches a New Small Cap ETF The WisdomTree U.S. SmallCap Dividend Growth Fund is now trading on the NASDAQ... MutualFundWire.com - Thursday, July 25, 2013
In November, You Can Buy Thompson Funds Online Thompson Investment Management [profile] has announced that shares for its Largecap Fund, Midcap Fund, and Bond Fund will be available to redeem or exchange over the Internet on or about November 15. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Eagle Replaces a PM Eagle Asset Management [profile] has replaced David R. Powers with Jeff Vancavage as a PM for the Eagle Growth & Income Fund. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
BNY Mellon Will Liquidate a Long-Short Fund The board of trustees of BNY Mellon Funds Trust [profile] has approved the liquidation of BNY Mellon U.S. Core Equity 130/30 Fund. The fund is expected to be liquidated on or about August 29. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
A Natixis Affiliate Passes $30B Reich & Tang hits an AUM milestone... MutualFundWire.com - Thursday, July 25, 2013
A Franklin PM Leaves an AST Fund Effective immediately, Matthew Nagle no longer serves as PM to AST Franklin Templeton Founding Funds Allocation Portfolio [profile]. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Sonneborn Leaves KKR's Two Funds, Too As previously reported, on July 23, William C. Sonneborn tendered his resignation from his positions as the president and chief executive officer of the KKR Series Trust. He will no longer serve as one of the investment professionals for the KKR Alternative High Yield Fund and the KKR Alternative Corporate Opportunities Fund. Nathaniel M. Zilkha has become a PM the KKR Alternative High Yield Fund effective July 23, 2013. [SEC Filing] [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Transamerica Updates a PM List Effective immediately, Iain Stealey and Linda Raggi of J.P. Morgan [profile] PM the Transamerica International Bond Fund [profile]. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Epiphany Will Revamp a Fund On July 24, the board of trustees of the Epiphany Funds [profile] voted to approve an agreement and plan of reorganization whereby the Dana Large Cap Core Fund would be reorganized into the Dana Large Cap Equity Fund. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Charlie Nelson Hires a Large Market Sales Chief The new hire hails from Prudential Retirement... 401kWire.com - Thursday, July 25, 2013 - Reader Rating: 4
An Electronics Retailer Faces a 401k Stock Drop Investigation RadioShack is under the gun... 401kWire.com - Thursday, July 25, 2013
AllianceBernstein Amends PM Lists For Three Funds AllianceBernstein [profile] has amended the PM information for its International Portfolio, Tax-Managed International Portfolio, and AllianceBernstein Blended Style Funds. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
Brookfield Wants to Liquidate This Bond Fund Brookfield Investment Management [profile], the investment advisor to the Brookfield High Yield Fund, has recommended that it is in the best interests of shareholders to liquidate the fund. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
BMO Amends Three PM Lists TKBMO [profile] has amended the PM information for the Short-Term Income Fund, the Short-Intermediate Bond Fund and the Aggregate Bond Fund. [SEC Filing]... MutualFundWire.com - Thursday, July 25, 2013
How Much Will Floating Money Fund NAVs Cost Investors? A new report by the Treasure Strategies suggests money market funds could shave a hefty price to pay if a Floating NAV comes into play... MutualFundWire.com - Thursday, July 25, 2013
Fed Tapering Concerns Loom Over Allianz's Breakfast Soir�e For the Media Reporters gathered over breakfast to listen to Allianz GI CIOs discuss where the economy stands now. .. MutualFundWire.com - Thursday, July 25, 2013
Three Things to Know From Artisan's Earnings The Wisconsin mutual fund shop released its second earnings report since going public. Read three things we noticed from the earnings call and report... MutualFundWire.com - Thursday, July 25, 2013
ING U.S. Drops the New York Marathon ING's U.S. insurer is ending their race sponsorships after 25 percent of its stake has been sold by their Dutch owner... MutualFundWire.com - Thursday, July 25, 2013
Yale Bully Ian Ayres Finally Speaks Up, Sort of ...Or at least, his colleague has spoken, and she suggests he's got no ulterior, lawsuit-minded motive behind his menacing letters to plan sponsors. .. 401kWire.com - Thursday, July 25, 2013 - Reader Rating: 5
Obama Picks Up the "401ks Mostly Benefit the Rich" Line The U.S. President talked about retirement savings tax incentives in his big economic speech yesterday... 401kWire.com - Thursday, July 25, 2013 - Reader Rating: 4.5
Janus Misses as Legg Boasts Inflows Janus Capital and Legg Mason reported earnings today... MutualFundWire.com - Thursday, July 25, 2013
Janus' Board Shakes Up Their C-Suite The Denver shop has a new presidential role, and a new CFO... MutualFundWire.com - Thursday, July 25, 2013 - Reader Rating: 5
Rekenthaler, Conway Make Bad News Look Worse Both John Rekenthaler and Brendan Conway wrote about the implications of a recent Wall Street Journal story about fund performance. .. MutualFundWire.com - Thursday, July 25, 2013
IUniverse, Barron's Focus On Active ETFs in Drag IndexUniverse and Barrons focused on active management funds and ETFs this week. .. MutualFundWire.com - Thursday, July 25, 2013
I-News Bemoans "Bad Omen" of Fee-Based Revolution Kephart writes that the it's only going to get worse over the next two years... MutualFundWire.com - Thursday, July 25, 2013
Kennedy Shuts Down Some T. Rowe Branches Asset manager closes some of its investment centers, declaring that retail investors prefer calling on the phone and communicating online... MutualFundWire.com - Thursday, July 25, 2013
Barron's Profiles Legg's Wunderkind A Legg Mason PM gets covered in Barrons for his small-cap fund's performance. .. MutualFundWire.com - Thursday, July 25, 2013
Crazy Like a Fox? Schiff Bets on a 40 Act Fund One chief executive goes where few fund execs dare to tread: gold mining stocks... MutualFundWire.com - Thursday, July 25, 2013
The Plumb Falls From Thompson's Tree Thompson Investment Management re-brands its fund family... MutualFundWire.com - Wednesday, July 25, 2012
Cook County Makes an RKer Choice for Its $961mm Plan The home county for Chicago workers has selected its DC plan's bundled provider through 2017. .. 401kWire.com - Wednesday, July 25, 2012
Huntington Keeps its Touch on Midas Funds Midas extends a key relationship for another three years... MutualFundWire.com - Wednesday, July 25, 2012
Stork and Reaper for July 25, 2012 The MFWire's daily report on mutual fund births, deaths, and changes... MutualFundWire.com - Wednesday, July 25, 2012
Bettinger Teams Up with a Bluff Point Shop Schwab's retirement unit unveils a new partnership in support of retirement plan advisors... 401kWire.com - Wednesday, July 25, 2012
ICI Gathers Recordkeeper Data An ICI Survey Finds that Americans are committed to retirement savings.. 401kWire.com - Wednesday, July 25, 2012
Liquid Alternatives and Managed Futures Are Popular A new Ramius report says demand for liquid alternatives and managed futures has yet to be curbed... MutualFundWire.com - Wednesday, July 25, 2012 - Reader Rating: 5
Nebraska RKer Adds Sales Staff Three new hires to be based in three different cities... 401kWire.com - Wednesday, July 25, 2012
It's Not About the Home Runs, Says Stadion McCabe speaks to caliber of Stadion's target-date funds .. 401kWire.com - Wednesday, July 25, 2012
J.P. Morgan Catches Regulatory Flak Over Another Fund The Department of Labor is reportedly investigating an institutional fund from the giant bank... MutualFundWire.com - Wednesday, July 25, 2012
Is There an ETF Fee War Brewing? Vanguard's new ETF offers a lower expense ratio than iShares' ETF... MutualFundWire.com - Wednesday, July 25, 2012
T. Rowe Price Q2 Results: Earnings Up, Funds Performing T. Rowe Price released a sunny Q2 earnings report... MutualFundWire.com - Wednesday, July 25, 2012
Legg Mason Eyes International Clients Fetting discusses prospects for Legg Mason at an annual shareholders meeting.. MutualFundWire.com - Wednesday, July 25, 2012
Vanguard to Promote Six More Admirals The upper echelon shareholders at Vanguard will soon have more choice... MutualFundWire.com - Monday, July 25, 2011
Nationwide Hires Goldman to Sub-Advise a Mutual Fund Mike Spangler and his team have rolled out a Goldman Sachs-sub-advised mutual fund... MutualFundWire.com - Monday, July 25, 2011 - Reader Rating: 5
A $3 Billion Plan Switches Recordkeepers The change took place last month... 401kWire.com - Monday, July 25, 2011 - Reader Rating: 3.33
Advisors' Influence on Plan Sponsors Grow A new survey points to the growing importance of advisors for plan sponsors... 401kWire.com - Monday, July 25, 2011 - Reader Rating: 5
Great-West Names its New Wholesaler for the D.C. Area The post is pre-existing... 401kWire.com - Monday, July 25, 2011 - Reader Rating: 1
A Mega Plan Sponsor Offers Target Date Funds to its Participants The Illinois-based plan sponsor added 11 target-date funds to the roster of investment options earlier this year... 401kWire.com - Monday, July 25, 2011
Larry Fink Weighs in on Active ETFs The BlackRock chief reportedly said it's difficult to make a lot of money in active ETFs until they chalk up greater growth rates... MutualFundWire.com - Monday, July 25, 2011
Alternative Mutual Funds Continue to See Inflows Despite lackluster performances... MutualFundWire.com - Monday, July 25, 2011 - Reader Rating: 5
T. Rowe Ups its Ante in Twitter The mutual fund shop is looking to gain more exposure to the online social networking company... MutualFundWire.com - Monday, July 25, 2011 - Reader Rating: 5
Adam Bold Finds a Buyer...For His Home The Mutual Fund Store buyer sells his four-bedroom Nevada home... MutualFundWire.com - Monday, July 25, 2011
Finra Lets Investors Choose Arbitration Teams Finra is starting a two-year pilot program that will let investors making arbitration claims a choice of a panel made up of three public arbitrators... MutualFundWire.com - Friday, July 25, 2008
Mutual of Omaha Seeks Two Senior Sales Execs for its Subsidiary The Nebraska-based insurer plans to fill the posts, both newly created, within 60 days... 401kWire.com - Friday, July 25, 2008 - Reader Rating: 5
A California Firm Adds Two for its DC I-O Push A Santa Monica-based asset manager has recently made additions to its DC-focused team... 401kWire.com - Friday, July 25, 2008 - Reader Rating: 1
Sentinel Promotes its Retirement Exec The exec at the Montpelier, Vermont-based firm has moved up a rung... 401kWire.com - Friday, July 25, 2008
Sentinel Prepares for a Sales Push The distributor of the Sentinel Funds is filling out its sales team... MutualFundWire.com - Friday, July 25, 2008
A Case of Not-So-Hardship Withdrawals Points to Hard Time A Michigan tax preparer awaits sentencing in federal court over eight counts DC-plan-related mail fraud... 401kWire.com - Friday, July 25, 2008
DIA Hopes to Lure Participants with a New Enrollment Form The Purchase, New York-based plan provider plans to unveil a quick enrollment form in the coming months... 401kWire.com - Friday, July 25, 2008
Vanguard Swaps One Manager for Two on Growth Fund Two portfolio managers are taking the reins of the AllianceBernstein portion of Vanguard's $4.8 billion U.S. Growth Fund... MutualFundWire.com - Friday, July 25, 2008 - Reader Rating: 1
Franklin is in the Mood for Shopping Executives say if the price is right they will pounce. .. MutualFundWire.com - Friday, July 25, 2008 - Reader Rating: 1
Battling Analysts Weigh in on Possible Neuberger Sale Lehman CEO Richard Fuld has something worse than an angel and devil riding his shoulders ... on one shoulder sits a UBS analyst, on the other a Morgan Stanley analyst... MutualFundWire.com - Friday, July 25, 2008 - Reader Rating: 5
A Bond Fund Shop Sees a Change at the Top A California-based fixed income specialist has a new CEO... MutualFundWire.com - Friday, July 25, 2008
American Files For a New Fund The Los Angeles company made a rare filing last week... MutualFundWire.com - Friday, July 25, 2008 - Reader Rating: 3
T. Rowe Target Date Funds Continue to Bring Home the Bacon Age-based products at the asset manager accounted for nearly half of its net mutual fund inflows and more than one quarter of all net inflows... 401kWire.com - Friday, July 25, 2008
Moody's Says Fido is on Track for a Good Year The ratings agency gives insights and opinions on the latest goings on at the Boston Behemoth... MutualFundWire.com - Friday, July 25, 2008
Profit Up at Janus, Down at Franklin The WSJ's Greg Morcroft devotes the Friday Fund Track to report cards coming out of the two asset management firms... MutualFundWire.com - Friday, July 25, 2008
Trade Associations Call for Improved Disclosure A dozen trade organizations voice support for improved fee disclosure... 401kWire.com - Wednesday, July 25, 2007
Deeper Pockets Allow PowerShares to Slip Its Ad Bonds The Amvescap subsidiary recently did something it had never done before: pitch its wares on TV... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 3
BATS Trading Says ECN Sets Volume Record BATS Trading's ECN set a daily volume record on Tuesday, officials said... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 3
T. Rowe Says Its Target Date Funds Continue to be Strong Sellers The Baltimore-based firm said assets in its target-date funds totaled $24.3 billion at the end of June... 401kWire.com - Wednesday, July 25, 2007
At IBM, 401ks Inspire A Different Type of Account Big Blue will offer employees savings accounts for training and education... 401kWire.com - Wednesday, July 25, 2007
Bear Stearns Beefs Up B-D Services Unit With New Hires New York's Bear Stearns has added four to its broker-dealer services unit... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 3
Fido Unveils Diagnostic Tool The Boston Behemoth introduced a diagnostic tool and revealed the findings of its state of the 401k industry report... 401kWire.com - Wednesday, July 25, 2007 - Reader Rating: 4.67
Merrill Elevates Berkery To Vice Chairman Merrill's legal and compliance head has been promoted to vice chairman... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 2.83
Gadenne's REI Snags Patent Boston-based Retirement Engineering Inc. has received its first patent... 401kWire.com - Wednesday, July 25, 2007
Vanguard Adds To ETF Lineup Tomorrow, Vanguard's Europe Pacific ETF will start trading on the AMEX... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 3
Legg Shops for International Stock Manager Raymond "Chip" Mason has made it a priority to buy an international stock manager... MutualFundWire.com - Wednesday, July 25, 2007
ETF Securities Hires Product Designer Away From BGI ETF Securities has nabbed the head of product design from Barclays Global Investor's iShares Europe... MutualFundWire.com - Wednesday, July 25, 2007 - Reader Rating: 3
Schwab Expands Platform The provider adds 12 fund families... 401kWire.com - Tuesday, July 25, 2006 - Reader Rating: 4
What Advice is Best? Independent advisers and consultants are the best sources of advice, according to a new survey. .. 401kWire.com - Tuesday, July 25, 2006 - Reader Rating: 2
Last Invesmart Founder Moves On Two weeks after the firm he co-founded became officially owned by StanCorp, the last of the trio of founders is leaving to pursue other opportunities... 401kWire.com - Tuesday, July 25, 2006
Hancock Sales Chief To Take New Post Peter Gordon is moving on to a different division within the firm... 401kWire.com - Tuesday, July 25, 2006
Pension Reform Inches Along A key legislator abandons adding an estate tax cut to the pension bill, while another says compromise may come today... 401kWire.com - Tuesday, July 25, 2006
The 401k Company Beats Target For '06 The Texas-based subsidiary of Nationwide will have at least 400,000 participants on its platform by yearend... 401kWire.com - Tuesday, July 25, 2006 - Reader Rating: 2
W&R Settlement Not All Bad News By holding out until yesterday to settle civil market-timing charges in its mutual funds, Waddell & Reed may not have avoided the headlines (the story is being widely covered), but it may have sidestepped public awareness (just who is still paying attention three years later) and maybe even paid a smaller fine. That the settlement is more good news than bad was provided by stock traders that pushed the firm's shares up 2.7 percent in value... MutualFundWire.com - Tuesday, July 25, 2006
Book Gives Inside Story of Spitzer's Probes Those who have not yet read enough about New York Attorney General Eliot Spitzer and his takedown of Wall Street and the fund industry have more to read. This week Washington Post reporter Brooke A. Masters has a new book out about the New York candidate for governor... MutualFundWire.com - Tuesday, July 25, 2006
Janus Founder Practices Cutting Moves What do retired fund industry entreprenuers do when they are sent to pasture? Well, if you are Janus founder Tom Bailey, you start training horses. The Janus founder, who did not sit in a saddle until he was sixty, is training cutting horses and even placed ninth in a recent horse handling event... MutualFundWire.com - Tuesday, July 25, 2006
Watch Out for Falling Stocks Are falling stock prices and slowing cash inflows dimming the prospects of fund sponsors' own stocks? They are according to a recent roundup by TheStreet.com. The news service reported this week that analysts have trimmed their earnings estimates for asset management stocks because of concerns about those two areas. This week is earnings week for most fund managers, with the largest number reporting results for the second quarter either today or tomorrow... MutualFundWire.com - Tuesday, July 25, 2006
Merrill Lynch to Eliminate Advest HQ Nearly all of Advest's senior managers are seeking new opportunities as Merrill Lynch gets ready to turn out the lights in Hartford at the end of the month... MutualFundWire.com - Tuesday, July 25, 2006
Mack's Agenda Gets Busier The Morgan Stanley chief will have a meeting with the SEC to discuss the Pequot predicament... MutualFundWire.com - Tuesday, July 25, 2006 - Reader Rating: 3
Smith Barney Readies Fifteenth Wealth Center The Big Five Wirehouse has found a location for the newest of its centers that cater to investors with more than $10 million to invest... MutualFundWire.com - Tuesday, July 25, 2006
Accused Manager Leaves Merrill Andy Williams, a manager implicated in Merrill's mutual fund scandal, resigns... MutualFundWire.com - Tuesday, July 25, 2006 - Reader Rating: 3
Evergreen Splits Equity Team Evergreen Investments has split its equity team into two. William E. Zieff and new hire Joseph DeSantis will each lead one part of the bifurcated equity investment group ..... MutualFundWire.com - Monday, July 25, 2005
Munder to Absorb Amerindo Fund The board members of Amerindo's Technology Fund have given their okay to merge the $50 million fund with Munder Capital Management's $685 million Internet Fund ..... MutualFundWire.com - Monday, July 25, 2005
Ex-Putnam Manager to Join Wellington Paul Marrakand, the ex-portfolio manager of the Putnam Vista Fund and Putnam New Opportunities, will join Wellington Asset Management in August... MutualFundWire.com - Monday, July 25, 2005
Steel Co Unfreezes DB Plan The company will reopen its pension plan at the expense of its 401k plan... 401kWire.com - Monday, July 25, 2005 - Reader Rating: 2
Circle Trust Closes in on Deal The trust company may again be in the hands of a new owner... 401kWire.com - Monday, July 25, 2005 - Reader Rating: 4
Great West Lowers Fees for County Plan A dispute over administration fees ends amicably... 401kWire.com - Monday, July 25, 2005 - Reader Rating: 3
Nasdaq Eyes Direct Sales of ETFs While Vanguard links to intermediary channels for its VIPERS ETFs, Nasdaq is exploring how to eliminate brokers altogether for sales of its ETFs ..... MutualFundWire.com - Monday, July 25, 2005
Mellon's Fund Servicing Unit Hires Exec George McKay was named executive director of Mellon Financial's Investment Manager Solutions (IMS) group ..... MutualFundWire.com - Monday, July 25, 2005 - Reader Rating: 4
Vanguard Lands ETF Distribution Vanguard has scored distribution for its VIPERS exchange-traded fund series with brokerages including Smith Barney, Morgan Stanley, Union Bank of Switzerland, Raymond James and Park Avenue Securities, confirmed Vanguard spokesman John Demming ..... MutualFundWire.com - Monday, July 25, 2005
Bisys Working on Settlement, May Cost $25 MM The fund services provider reports that a possible settlement with the SEC related to its fund services business will not top $25 million ..... MutualFundWire.com - Monday, July 25, 2005 - Reader Rating: 2.67
American Century Grows Institutional Team The Kansas City-based fund firm hires three VPs to help grow its defined benefit business... MutualFundWire.com - Friday, July 25, 2003 - Reader Rating: 3.67
Putnam and Janus See Biggest Net Redemptions All counted, stock funds pulled in $27 billion in June. The biggest winners are no surprise... MutualFundWire.com - Friday, July 25, 2003
CSFB Will Not Replace Peek The asset manager has now plans to hunt out a successor to Jeffrey Peek... MutualFundWire.com - Friday, July 25, 2003
Manulife Rolls Out NAV Product Sponsors are able to pick from 53 funds, offer a brokerage option and work with a TPA... 401kWire.com - Friday, July 25, 2003 - Reader Rating: 2.5
Congress Listens, but Still No TSP Fix Plan officials suggest participants make transactions in the dead of the night. A TIAA-CREF official tells how the provider successfully serves participants... 401kWire.com - Friday, July 25, 2003 - Reader Rating: 3
Invesmart Adds Actuaries The bundled plan provider adds employees in three of its regional offices... 401kWire.com - Friday, July 25, 2003
Sponsor Hires Outside Fiduciary An airline taps an independent fiduciary to make decisions regarding company stock in its defined contribution plans... 401kWire.com - Thursday, July 25, 2002
Now Hiring Conversion Teams An e401k vendor its staffing its newly-opened office in Silicon Valley... 401kWire.com - Thursday, July 25, 2002 - Reader Rating: 1
Will Washington Lend a Hand? Republicans are considering easing 401k rules to encourage more deferrals... 401kWire.com - Thursday, July 25, 2002
Waddell Matches Expectations Third-party sales triple for the firm though retail sales drop... MutualFundWire.com - Thursday, July 25, 2002
Walking, Not Running to the Exits Stilwell reports on second quarter cash flows at Janus... MutualFundWire.com - Thursday, July 25, 2002
Alliance Meets Mark It also reports fund outflows for the second quarter but sees possibilities in defined benefit plans... MutualFundWire.com - Thursday, July 25, 2002
Neuberger Misses Mark But its fund business is a bright spot. Margins in the group expand 10 percent. .. MutualFundWire.com - Thursday, July 25, 2002
AMG Beats Mark But management warns that 2002 earnings may fall short. Affiliates saw positive net flows in Q2... MutualFundWire.com - Thursday, July 25, 2002
Selling to the Post 65 Crowd Scudder focuses on those approaching or passing retirement... MutualFundWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Selling to the Post 65 Crowd Scudder focuses on those approaching or passing retirement... 401kWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Ambassador at Mother Merrill Prueher at ML ... ING Makes a Sale... MutualFundWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Ambassador at Mother Merrill Prueher at ML ... ING Makes a Sale... 401kWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Boeing Boomerang As the company plans its move to Chicago, not everyone in the benefits office is prepared to make the change... 401kWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Sign Your John Hancock The firm completes its team of wholesalers... MutualFundWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Wholesalers Wanted An online 401k provider is looking to hire for its sales staff... 401kWire.com - Wednesday, July 25, 2001 - Reader Rating: 3
Getting Back to Basics in Marketing Advisors who focusing too much on finding new customers may be creating a "hole" in their practice... MutualFundWire.com - Tuesday, July 25, 2000 - Reader Rating: 3
PDS Selects Controller The retirement plan technology specialist continues to expand the ranks of its senior management... 401kWire.com - Tuesday, July 25, 2000 - Reader Rating: 3
Hilliard Lyons On The Lookout The fund firm is looking for some marketing help... MutualFundWire.com - Tuesday, July 25, 2000 - Reader Rating: 3
Amazoning Advice TeamVest and Intuit roll out an affiliate program for three free advice product. Can it measure up to TurboTax... 401kWire.com - Tuesday, July 25, 2000 - Reader Rating: 3
July 25, 2000 Sale signs at Bear Stearns ... Full-service supermarkets blur lines ... Franklin pressures Mobius ... Misleading fund ads ... Invesco files for global Endeavor ... Clone funds v. the original ... Time for small-cap, value?.. 401kWire.com - Tuesday, July 25, 2000 - Reader Rating: 3
July 25, 2000 Sale signs at Bear Stearns ... Full-service supermarkets blur lines ... Franklin pressures Mobius ... Misleading fund ads ... Invesco files for global Endeavor ... Clone funds v. the original ... Time for small-cap, value?.. MutualFundWire.com - Tuesday, July 25, 2000 - Reader Rating: 3

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