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News Stories Archives - Since 1998
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Stock Funds Net $22B, Breaking a 9-Week Bond Fund Streak
A mutual fund industry trade group's team shares their most recent flows data for long-term mutual funds and ETFs...
MutualFundWire.com -
Thursday, April 2, 2026
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An 18YO TX Boutique Targets Cat Bonds
The folks at an employee-owned firm with more than $1 billion in assets are rolling out their first ETF...
MutualFundWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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Dash Joins an RKing TPA
The new hire is coming in from Broadridge...
401kWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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Parks' Team Launches a Marketplace
The folks at a micro market RKer roll out a "gateway to trusted solutions and resources" for their plan sponsors...
401kWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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Congruent Buys a Ret Income Platform
News of the move comes a month after another retirement income deal closed in the DC space...
401kWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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Sullivan Will Pass a $605B-AUA AM's Reins, Although ...
A familiar leader is poised to take over a big, PE-backed asset manager in the Southeast...
MutualFundWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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How Effective is Combining Auto-Enroll, Escalation, and Portability?
New research underscores the power of various automatic DC plan features, especially their power for helping younger participants...
401kWire.com -
Wednesday, April 2, 2025
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Reader Rating: 1
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A $92.5B-AUM Firm Adds 2 to a 6-Fund Suite
The team at a Gotham fund firm is expanding a 12-year-old suite that now accounts for about 17 percent of the firm's total AUM...
MutualFundWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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What Will the Ascensus Deal Mean For Mutual of Omaha?
A senior leader at the acquiree talks about the pending deal...
401kWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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Cap Group Plugs Personalized TDFs Into a 9,000-Employee RKer
The service is now available to small and mid-market 401(k) plans. Watch for others to gain access this summer...
401kWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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Two of the Best RKer Workplaces In 2024
The teams at a national newspaper and a workplace culture research specialist recognize hundreds of employers in a variety of industries across the country...
401kWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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A 50-Year-Old AM's Capital City Office Moves
According to the team, the new space is more twice as big as the old one...
MutualFundWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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A Familiar Ally Will Support Slavic401k PEP #16
The PEP's launch was slated for a month ago...
401kWire.com -
Tuesday, April 2, 2024
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Reader Rating: 1
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Graff IDs the Industry's Next Bogeyman
The NAPA and ARA chief kicks off the 2023 NAPA 401(k) Summit by warning KPAs and their allies about what's coming next in Washington...
401kWire.com -
Sunday, April 2, 2023
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Reader Rating: 1
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TPAs Offers COVID-19 Crisis Tips
TPAs talk to my colleague, Lauren, to share their crisis ideas with their KPA allies...
401kWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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Handling Quarter-End Materials Mid-Crisis
An industry communications specialist offers fundsters tips for adapting in light of the ongoing COVID-19 pandemic and market shakeup...
MutualFundWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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TPAs Keep Adapting to the Coronavirus Crisis
Industry leaders continue to adjust as they prepare for the COVID-19 ripples..
401kWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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Empower Waives Some Fees
Another recordkeeper is offering some relief in light of the coronavirus crisis...
401kWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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COVID-19 Hasn't Killed ETF Inflows Yet, But ...
ETFs for U.S. investors still managed to gather net inflows last month, despite the coronavirus crisis and resulting market woes. But lots of ETFs disappeared, too .....
MutualFundWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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An Ex-SunGard Bigwig Takes Over a Rival
SS&C's John Geli and Larry McQuaid now report to the new hire, who fills a newly created role...
401kWire.com -
Thursday, April 2, 2020
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Reader Rating: 1
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Joe Boan Hires an East Coast Principal Vet
Transamerica has a new regional vice president for mid-sized retirement plans in southern New Jersey and Delaware...
401kWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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After 15 Years, a CRO Leaves a $117B-AUM Shop
There is no official word on how the exec's duties are being handled at the midwestern firm...
MutualFundWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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A $21B-AUM RIA Is On the Hunt For More KPAs
A private equity-backed wealth management RIA just brought in a big Chi-Town team. Stay tuned for more acquisitions...
401kWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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Goldman, Nationwide, Allianz, BNY, and Franklin Back a 401k Fintech Startup
An NYC entrepreneur raises $30 million more for his advisor-focused shop...
401kWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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Rausser Shows Millennials a Path
The guide for millennials is the latest in Pentegra's SmartPath series...
401kWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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Blue Prairie Merges Into a $10B-AUM RIA
The deal closed yesterday and brings nearly the entire KPA shop's team over...
401kWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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A $727B-AUM Fund Firm Drops Its Home Team
A publicly traded asset manager is exiting all of its sports sponsorships, including its sponsorship of a nearby baseball team...
MutualFundWire.com -
Tuesday, April 2, 2019
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Reader Rating: 1
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A Famed Economist's Fund Led the Pack in February
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Monday, April 2, 2018
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Reader Rating: 1
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A Chepenik Alum Joins URPC
The new hire is based in Orlando, Florida. ..
401kWire.com -
Monday, April 2, 2018
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Reader Rating: 1
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Mid Atlantic's Chiefs Find Their M&A Edge
An industry insider is "officially back in the business" thanks to an acquisition of the Keystone State trustodian. Watch for more deals to follow...
401kWire.com -
Monday, April 2, 2018
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Reader Rating: 1
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Week In Preview, April 2-8
The NAGDCA team is hosting an event this week...
401kWire.com -
Monday, April 2, 2018
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Reader Rating: 1
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Week In Preview, April 2-8
The Young Professionals Expect Miracles group is hosting a Gotham event this week...
MutualFundWire.com -
Monday, April 2, 2018
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Reader Rating: 1
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401k Folk Converge On NYC For PlanSponsor's Annual Bash
The PlanSponsor/PlanAdviser awards dinner, recognizing excellence in the retirement plan marketplace, took place Tuesday night in Manhattan...
401kWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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A SoCal ETF Startup Celebrates In NYC, With a '20s Twist
Key folks from a San Diego-based shop came to the Big Apple this week to ring the NYSE's opening bell. Later that day, they brought key clients and others to a midtown bar for a party that went back in time...
MutualFundWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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Huntington's Young Keeps His Old Hat While Adding Another
The bank's mutual fund servicing business has a new chief, one who's not trading in his old duties...
MutualFundWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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Iwry Reveals an Auto-Enroll-Friendly Change in How You Handle 401k Corrections
The U.S. Treasury's top retirement policy expert speaks to large market defined contribution industry insiders at DCIIA's spring public policy forum...
401kWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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NAGDCA Grapples With the Indiana Religious Freedom Act Controversy
Will the trade group keep its national conference, slated for September, in Indianapolis?..
401kWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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This Florida RIA Adds A New Generation
A Florida RIA that is focused solely on company-sponsored 401(k) plans just welcomed a new Generation...
401kWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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Principal Wins a Slot In a $48MM City Plan
A city in Colorado makes an addition to its 401(a) plan's lineup. ..
401kWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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Kranefuss Hunts For a CEO as Source Reassesses Without Retreat In the U.S.
A co-founder of the European ETF provider departs, and another iShares vet joins. Meanwhile, its first U.S. offering is shutting down even as it prepares something new...
MutualFundWire.com -
Thursday, April 2, 2015
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Reader Rating: 1
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Ross Connects Retirement Revolution With a Next-Gen Participant Education Specialist
The new open architecture back office shop integrates with a firm that specializes in online, interactive, video-based education...
401kWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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Morningstar Wrangles with an Alternatives Stampede
The research authority might have to re-think the way it covers alternative funds, as many have grown large quickly. ..
MutualFundWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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Needles Looks through Haystacks, for Sub-Advisors
CEO Gene Needles is looking for "under-appreciated, under-invested investment excellence."..
MutualFundWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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DCIIA's Fifth Public Policy Forum Kicks Off
The large market trade group's annual public policy conference begins this afternoon in Washington, D.C...
401kWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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Fido's Small-Mid DC Sales Rise Seven Percent
Fido's Digital Platforms Help Drive Record Breaking Sales of Small and Mid-Sized DC plans...
401kWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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BofA Merrill's Ulian Sees No 401k Silver Bullet
The fourth iteration of BofA's 401(k) wellness scorecard highlights trends among the provider's recordkept plans over 2013. ..
401kWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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With Nearly 20,000 '40 Act Offerings, How Will Your Brew Stand Out?
A CNBC.com article notes that there are nearly 20,000 products in '40 Act Country, and that a flood of new products are on the horizon...
MutualFundWire.com -
Wednesday, April 2, 2014
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Reader Rating: 1
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Analysts Rush to Cover Artisan
Less than a month after its IPO, the asset manager is now covered by at least six analysts...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Nationwide Extends Deal With a Government Consortium
The National Association of Counties has resigned with the recordkeeper...
401kWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Plan Sponsors Say They Don't Want Public Plans
Nor do they think the federal government plans to rollback maximum contributions...
401kWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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NAPA Takes On Value-Adds and Publishing
Marcy Supovitz chats about the young, yet rapidly expanding trade group for retirement plan advisors...
401kWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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A RecordKeeper Builds a Wellness Center
Center will open in July and provide care for over 1,900 employees at company HQ...
401kWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Legg Hands Ousted Executives Big Parachutes
Fund firm provides hefty severance to two executives departing after management shakeup...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Legg Mason Shakes Up its C-Suite
The asset manager's new CEO promotes three and spins out a new position. Also, two execs are leaving...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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ETPs Gobbled Up Record Flows in Q1
BlackRock ETP Landscape report shows funds had another good quarter...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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An Ohio Advisory Shop Welcomes a Provider Vet
A Mutual of Omaha alum joins a wealth management company...
401kWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Schapiro Lands a New Gig
The former SEC chair is now a consultant...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Forbes Opines on Japan ETFs
The pub spotlights a few ETFs focused on Japanese investments...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Time Will Tell for Janus Turnaround
Morningstar looks at firm's efforts to right itself...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Barron's Praises 5 EM Funds
The pub lauds PMs who take the road less traveled by...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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Fidelity Doesn't Love Apple Anymore
Reuters looks at change in holdings of $92B fund...
MutualFundWire.com -
Tuesday, April 2, 2013
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Reader Rating: 1
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A Hancock Vet Joins Nationwide
The bundled provider fills a regional vice president post in the Lone Star State...
401kWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Aristotle Logically Enters the Mutual Fund Biz
An California asset management firm is getting into the 40' Act fund business.
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MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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RidgeWorth Shutters a Fund
The Atlanta firm will close a fund later this month...
MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Schlichter Wins $35.2M From a Jumbo Plan Sponsor and $1.7M From Fidelity
A federal judge hands a defeat in a 401(k) fee lawsuit to the Boston Behemoth...
401kWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Lazard Bulks Ups its Fixed Income Lineup
The company has added a new fund...
MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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A Five Star Fund Loses its Load
A Pennsylvania fund firm will make its fund friendlier to fee-based advisors and individual investors...
MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Franklin's Greg Johnson: "Equities Are the Right Place to Go"
Barron's profiles the mutual fund titan...
MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Musto Hires a T. Rowe Vet For a Top J.P. Morgan Post
The chief of J.P. Morgan's bundled 401(k) business hires a marketing and product chief...
401kWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Will Bill Gross "Jump Up and Down in Ecstasy"?
The bond king performs well...
MutualFundWire.com -
Monday, April 2, 2012
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Reader Rating: 1
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Eaton Vance Hunts for a Marketer after a Now-Former Exec's Arrest
The Boston fund firm is searching for a new marketing chief...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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While at the Negotiating Table with Barclays, CVC Makes a Key U.S. Hire
CVC Capital has appointed a leader for its U.S. financial institutions group...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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Fidelity Appoints a New Mega-Cap Fund Manager
The manager takes over from Richard Mace Jr., who is retiring from portfolio management after a 22-year run at Fidelity...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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A Boston Fund Firm Plans to Double the Ranks of its DC Wholesalers
The firm plans to make additions to its external DC wholesaling team this year...
401kWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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A West Coast TPA Dives Into DC I-O
A recordkeeping third party administrator applies its wealth management experience to the 401k business, CIF-style...
401kWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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EBRI Says Participants Confirm DC-DB Shift
The industry think tank unveils unsurprising data...
401kWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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A Variable Annuity Vet Joins Bathon
The FRC founder adds another exec to his new venture...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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Diversified Wins a Mid-Sized New York Plan
A lab-rat provider moves its DC plan...
401kWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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A Tools Builder Commands Trust With a New Partnership
An advisor-focused software firm cements a new relationship in the Lone Star State, while updating its offering...
401kWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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An Investment Adviser Points its Compass Toward Times Square
The investment adviser taps TimesSquare Capital Management to subadvise a growth fund...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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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 2, 2009
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Reader Rating: 1
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Lord Abbett Cuts the Expense Ratio on its High Yield Fund
The New Jersey-based investment manager has lowered the expense ratio on its High Yield Fund's Class A shares by 25 bps...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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Legg Mason Rids its Balance Sheet of SIVs
The Baltimore fund firm has sold the remaining $49 million in SIV exposure on its balance sheet...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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Pimco Bets On Long-Term Corporate Bonds
In Thursday's Wall Street Journal Fund Track, Ian Salisbury focuses on a new Pimco fund that will invest solely in long-term corporate bonds...
MutualFundWire.com -
Thursday, April 2, 2009
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Reader Rating: 1
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DoL Tries to Resurrect One Fee Suit
Attorneys from the regulatory agency ask an appellate overturn the dismissal of one case over DC fees and disclosure, but whose side are they really on?..
401kWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Newport Taps a New South Central Wholesaler
The Heathrow-based provider has brought in an ADP alum...
401kWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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CapTrust Makes Another Strategic Buy
The North Carolina-based retirement advisory firm picks up another Southern DC practice.
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401kWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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ExpertPlan Tallies a Dozen New Partnerships in Q1
The East Windsor, New Jersey-based outsourced recordkeeper now has more than 150 alliance partners...
401kWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Merlin Conjures Up a New Global Sales Head
Merlin Securities has tapped a Bear Stearns alum to head up global sales and marketing...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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STAR Awards Set Entry Deadline
The awards, handed out by the Mutual Fund Education Alliance, recognizes excellence in communications...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Lazard Adds a Trio of Funds
Lazard Asset Management has broadened its fund lineup...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Fido and Federated Chew Up Money-Market Fees
Fidelity and Federated have joined two other fund companies in waiving some fees on money-market funds...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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AXA Unwraps RI Product
The corporate markets group at AXA Equitable has launched its variable annuity product for Fortune 1000 workers moving into the distribution phase...
401kWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Columbia Finishes Integration of Two Dozen Excelsior Funds
The investment management of Bank of America has completed integrating 24 of the Excelsior funds it picked up as part of the Bank of America-US Trust deal last year...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Stock Funds Fall Fast
Diversified stock funds had a rough first quarter and value funds did not fare much better...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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SBAuer Finds a Back Door to Distribution
There are other ways to get on big brokerage platforms, as a start-up fund shop found out...
MutualFundWire.com -
Wednesday, April 2, 2008
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Reader Rating: 1
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Ryding to Auction?
Do I hear 10? 20? 30? A little birdie told us Rydex is for sale...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Wachovia Looks Beyond Boomers for a Piece of the Retirement Income Pie
Wachovia's age-based program targets Boomers, Echo Boomers and the elderly with specific modules for long-term retirement goals...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Finding a New Paradiso at Legg
Legg Mason is spinning off a new registered investment adviser, Legg Mason Private Portfolio Group, LLC. The new arm will be responsible for managing Legg's SMA platform. Roger Paradiso will serve as President and Chief Investment Officer of LMPPG...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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ING Realigns Retirement, Insurance Businesses
The firm has named the CEOs of the wealth management and insurance divisions...
401kWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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BaboWow
Hugh D. Babowal has been appointed as managing
director supporting Wachovia's M&A efforts in the Energy and Power industry. They admire his power to have so much energy. (Bad Joke)..
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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One Size Fits No One
The NASD's new strategy, increasing emphasis on “principles based” regulation rather than “one size fits all” rulemaking, may be confusing but, they say in the long run you'll thank them. The move was made to accommodate different business models without compromising investor protection. Investment News reports that the move comes in response to increasing global competition...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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401k Company Now Officially Part of Schwab
Schwab has completed the $115-million acquisition...
401kWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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AllianceBernstein Rolls Out Customized Target-Date Portfolios
The New York-based firm has added a fresh twist to the target-date concept...
401kWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Days Go By
Or a week if you let it. Ignites has finally decided to do a story on what MFWire reported last Monday, the ever-changing prospectus. Way to be on top of it...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Broadridge Goes Public
Broadridge Financial Solutions, Inc. was officially spun off from Automatic Data Processing, Inc. (NYSE: ADP) on Friday, March 30th. The newly independent company begins trading as a member of the S&P MidCap 400 Index today...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Seeing Green
Fred Alger Management, a leading asset manager, and its Spectra Funds are calling for a shift in the composition of green fund portfolios to include companies in all industries that are making serious investments and commitments to change the way they do business. The partnership will now recognize non-traditional companies that are taking action to join the green team...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Bates Takes the Socially Responsible Reigns at Legg
Ron Bates has taken over the equity part of a Legg Mason socially responsible mutual fund reports The Business Courier. Bates is also the managing director of Legg Mason Investment Counsel in Cincinnati...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Load It Up
American Century Investment Management plans to make changes to its fund lineup's share class structure, with many funds going towards the load option...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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Trading Spaces
Some brokers are looking for new places to call home...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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De Vanishing
Fund manager Charles De Vaulx's departure from First Eagle Funds raises questions. Where will we they find his permanent replacement? We know.....
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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WSJ Fund Track Sidetracked by SubPrimes (Again)
The WSJ'a Fund Track column decides to not cover mutual funds this morning and instead opts to follow its recent obsession with sub-prime mortgages. This time it takes a look at how pension funds and the troubled mortgages are mixing. The bottom line: they will be sideswiped and not totaled. In other words, no news here...
MutualFundWire.com -
Monday, April 2, 2007
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Reader Rating: 1
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STI Classic Closes Funds
STI closes funds to new investors, stops collecting most of the 12b-1 fee...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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Snow Says SEC Must Exercise Care in Fund Crackdown
Treasury Secretary stressed that the SEC must use care as it reforms the mutual fund industry in response to the many recent scandals...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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SEC Collects From STC
The custodian disgorges $1 million of illegally obtained profits made from late trading...
401kWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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Congress Splits on Pension Relief
Concerns that Congress will fail to pass pension relief by April 15 are growing as Boehner and Kennedy see past each other...
401kWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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Bay State Probe May Upset Rev Sharing Applecart
State regulators in Boston are looking into how utnam paid sponsors for administration expenses. Their take on reimbursements could rewrite the rules for other providers...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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What Does an IPO Cost?
The S-1 filed Tuesday by a REIT fund specialist reveals the cost of an IPO...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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Front Running, Parking, Pump Priming
An industry whistleblower names industry abuses in Senate hearing, offers predictions on regulatory outcomes...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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Fido Offers Emerging Market Advisor Fund
Fidelity launches an Advisor fund offering exposure to emerging markets...
MutualFundWire.com -
Friday, April 2, 2004
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Reader Rating: 1
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ManuLife Nears Selection of Outsourcer
The insurer has all but completed a deal with an external administrator for its new NAV product...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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eRecordkeeper Readies Managed Account Tools
This online provider aims to help advisors with a new Web-based, managed account product...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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New Firm Seeks Deals
A new firm seeks additional targets after pulling the trigger on a buyout of Avatar Associates...
MutualFundWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Putnam Helps Participants Diversify
The provider rolls out a new program that features pre-designed portfolios...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Fifth Third Amplifies 401(k) Presence
The Midwest provider is upgrading its line of full-service DC products, as it evaluates DB capabilities...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Pioneer Chief Denies Sale Rumors
Unicredito Italiano has no plans to sell Pioneer says CEO Dan Geraci...
MutualFundWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Fund SRO Appears DOA
A majority of SEC commishes appears to oppose the last-minute idea floated by Pitt...
MutualFundWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Tool Highlights IndyK Benefits
Two firms have teamed up to create an online calculator highlighting the benefits of indyK plans against SEPs and Simples...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Study of Participant Behavior Wins Award
Brigitte Madrian and Dennis Shea have won a 2002 Samuelson Award for their study of the effects of automatic enrollment...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Excelsior Registers Buyout Fund
The US Trust fund arm is planning a fund-of-funds investing in buyouts...
MutualFundWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Prudential Sec. To Halt 401(k) Match
The unit of Prudential Financial makes the move amid difficult market conditions...
401kWire.com -
Wednesday, April 2, 2003
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Reader Rating: 1
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Fido IRA Survey
Charter One Names Auditor.
..
401kWire.com -
Tuesday, April 2, 2002
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Reader Rating: 1
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Securian Launches ExpressPlan
The insurer is offering a streamlined version of its
platform to tap the small plan market...
401kWire.com -
Tuesday, April 2, 2002
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Reader Rating: 1
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Securian Launches ExpressPlan
The insurer is offering a streamlined version of its
platform to tap the small plan market...
401kWire.com -
Tuesday, April 2, 2002
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Reader Rating: 1
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From Four to Two
PFPC consolidates operations offices...
401kWire.com -
Tuesday, April 2, 2002
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Reader Rating: 1
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Golden State Teachers Get Prof
CalSTRS is picking up the investment advice tab for its elementary school teachers who enroll in its 403(b) program...
401kWire.com -
Tuesday, April 2, 2002
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Reader Rating: 1
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Another Fund Goes Green
Fund emphasizes environmental profiteering...
MutualFundWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Vendor Sees Great Potential in Smaller Sponsors
New York Life throws its hat into the small plan market...
401kWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Search Process Chemistry for Cigna
A company that manufacturers chemicals has selected the vendor for its 401k plan...
401kWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Wiesenberger Innovates
A marriage of technology generates information on a whole new scale...
MutualFundWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Citistreet's First Birthday
The joint venture celebrates a year of its existence with the launch of a new online product...
401kWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Rukeyser Elf Exits Biz
Wall $treet Week Hall of Famer axes his own fund family...
MutualFundWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Bush Sends Senate Name for PWBA Head
The President has tapped a new individual to lead that agency that is charged with overseeing the retirement biz...
401kWire.com -
Monday, April 2, 2001
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Reader Rating: 1
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Odd Lots, April 2, 1999
Most funds lagged in 1st quarter ... Fund investors are more impatient ... More coverage for directors ... New manager at Fidelity Select fund...
MutualFundWire.com -
Friday, April 2, 1999
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Reader Rating: 1
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Search in PA Concluded
The Pennsylvania State Employees' Retirement System (SERS) has decided to stick with incumbent third-party administrator Copeland Companies for its 457 plan. The estimated assets of that plan are approximately $544 million with 30,000 participants. The new contract will enable retain the state account for the next four years with an additional year as an option...
401kWire.com -
Thursday, April 2, 1998
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Reader Rating: 1
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