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News Stories Archives - Since 1998
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Tidal Helps a Gotham Duo Launch an Equity and Derivatives Fund
The new, actively managed ETF debuted last and now has more than $14 million in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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BPAS Buys Near Buffalo
The acquisition closed at the beginning of the month and did not include the target's sister advisory practice...
401kWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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Oler Brings a 31-Year Northern Trust Alum to Pacific Life
The new hire joins the insurer's DC retirement income team...
401kWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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401k Trading Jumps 87 Percent In January
Participants reallocated 401(k) dollars into large cap funds, bond funds, and international equities last month...
401kWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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$10.04B In 239 Days
An active fixed income ETF surpasses $20 billion in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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Matrix Helps a NorCal RIA Into the PEP Space
The new PPP has its 1st PEP slated for launch next month...
401kWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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A $1.6T-AUM AM's Equity Investing Chief Exits
The executive spent 27 years at the firm...
MutualFundWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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12 Years In, a Legal Eagle Retires From Vanguard
The ERISA expert also previously worked on Capitol Hill...
401kWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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Near Beantown, a Tech Leader Joins Great Gray
He is one of several newly appointed C-suiters at the CIT specialist...
401kWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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Good Hunts For a 4th Leader, Reorging Ascensus Retirement
A trio of senior executives are taking on new roles at the PE-backed recordkeeper...
401kWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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A Cali Fund Firm Turns 35
The now-publicly-traded asset manager entered the mutual fund space in 1996...
MutualFundWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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PAR Buys a 2nd Florida TPA
The Tennessee acquirer now has shops on both the Atlantic and Gulf coasts of the Sunshine State...
401kWire.com -
Tuesday, February 6, 2024
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Reader Rating: 1
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Schuringa Debuts Two Funds
A Gotham startup triples its ETF lineup...
MutualFundWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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Marques Finds Epic's Next Sales and Marketing Chief
A familiar face is taking over two teams at the RKer...
401kWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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Off Like a Herd of Turtles: Prepping For SECURE 2.0 Changes
A KPA talks to 401kWire about the new omnibus retirement savings legislation..
401kWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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VCI Gathers Top KPAs at La Costa
Chetney and Chetney launch an Institute..
401kWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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Week In Preview, February 6 - February 12
This week, the teams at DCIIA, EBRI, Fi360, FIS, Spark, Trucker Huss, and WIPN are hosting events...
401kWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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Week In Preview, February 6 - February 12
This week, the teams at VettaFi and WE are hosting events...
MutualFundWire.com -
Monday, February 6, 2023
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Reader Rating: 1
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Rewiring Comms As Participants Rethink Retirement
New research highlights how the idea of retirement is changing...
401kWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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A Midwestern KPA RIA Chief Plans Further Expansion
The firm had $269MM in AUM as of last September...
401kWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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Cronin Brings Four to T. Rowe and Promotes Two
The exec picks divisional managers in the Southeast and West and hires in four regions...
MutualFundWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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Ascensus' Brown Hires In Florida
A new RVP joins the provider's recordkeeping sales team...
401kWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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A MEP Specialist Joins an Acquisitive TPA
The Midwestern firm hires in south Florida...
401kWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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A Trillion-Dollar Fund?
The biggest mutual fund is approaching the 13-digit mark...
MutualFundWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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401k Trading Climbs With Large Plans
Meanwhile, stable value funds fell out of favor with participants...
401kWire.com -
Thursday, February 6, 2020
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Reader Rating: 1
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A Chi-Town ETF Entrepreneur Hunts For Allies
A top exec confirms that the team is open to adding a distro chief and strategic partnerships...
MutualFundWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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Rieck and Reich Team Up
A DC brokerage vet in the midwest joins an acquisitive insurance brokerage...
401kWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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A 10-Year Drinker Biddle ERISA Vet Rises to Partner
The newly promoted partner is located in the Philadelphia office. ..
401kWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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A Gotham Principal Vet Exits
The exec spent about 13 years in the insurer's retirement plan unit...
401kWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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Trump Delivers a 401k-Free SOTU
Both the President and the Democrat who responded shied away from retirement plan issues last night...
401kWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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What Would Waddell & Reed Buy?
Phil Sanders and other top execs at the Ivy parent talk about the B-D's Q4 2018 earnings...
MutualFundWire.com -
Wednesday, February 6, 2019
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Reader Rating: 1
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As Westcore Funds Sells, a Vet Will Help Run a TPM
A third-party sales and marketing agency for fund firms welcomes a president...
MutualFundWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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As Mister Market Buckled, Some 401k Participants Faced Login Trouble
Two established 401(k) recordkeepers and an upstart all experienced website technical difficulties yesterday as the stock market plunged. Meanwhile, some recordkeepers reported weathering the storm...
401kWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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TRA Acquires Outside Detroit
The acquisitive Midwestern TPA buys a 33-year-old shop...
401kWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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A Voya RM Vet Shifts Via Promotion
A nearly two decade client relations vet at Voya's retirement plan business will now work in distribution following a recent promotion...
401kWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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Asset Managers Feel Mister Market's Two Days of Pain
With the S&P 500 down more than six percent and the Dow down more than seven percent, publicly traded mutual fund firms have seen their shares fall. Yet the pain has not been evenly spread...
MutualFundWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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After Reorging, a Chi-Town KPA Shop Keeps Expanding
This LPL- and IFP-aligned, former NRP shop now has a head of relationship management...
401kWire.com -
Tuesday, February 6, 2018
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Reader Rating: 1
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A Quant Shop Flies Into ETFs
A Colorado firm launches their first suite of ETFs!..
MutualFundWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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Eye for Earnings - February 6, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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Three Cali KPAs Team Up
The trio have more than $500 million in AUA. They've launched a new website and an updated logo...
401kWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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John Hancock's White Paper Argues For Open Architecture TDFs
The John Hancock Investments CEO makes the case for open-architecture target-date funds. ..
401kWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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New York KPA Earns Top Women Advisor Accolade From NAPA
Managing director and principal at StoneStreet Equity in White Plains, New York, has been named as one of the Top Women Advisors in 2016..
401kWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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Fink Calls For a More Global, Diverse, and Inclusive BlackRock
The chief of the world's largest asset manager reminds his employees what they stand for...
MutualFundWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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DC Space Workers, Pay Attention to D.C.
Last week, President Donald Trump issued a memorandum concerning the fiduciary rule, but that's not all the changes coming out of Washington. ..
401kWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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Trump's Memo Does Not Mention Delay
A closer look at the fiduciary rule memorandum and announcement issued last week shows that it doesn't explicitly declare a 180 day delay as previously reported. ..
401kWire.com -
Monday, February 6, 2017
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Reader Rating: 1
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American Century Wins Over Another LPL Bigwig
The giant indie B-D says goodbye to a top retirement exec...
401kWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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Industry Takes the Fiduciary Fight to the White House
The heads of five trade associations discuss the DoL's planned fiduciary redefinition...
401kWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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Meet the Leaders of Bob Reynolds' 401k Giant
Last year the Putnam and Great-West chief combined three retirement plan businesses into one, under the leadership of a key lieutenant. The leadership team for that combined business is taking shape...
MutualFundWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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Two Specialty Retail Jewelers Stay With Fidelity
Post-merger, these plan sponsors are also reinstating their matching contributions...
401kWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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A Carolina KPA Duo Joins NFP
NFP Advisor Services welcomes a shop in the Tar Heel State...
401kWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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Raymond James Is Rebating Some Fund Fees
The rebates appear to total $10.5 million, and they stem from mutual fund fee waivers that some retirement plan and charitable trust clients missed...
MutualFundWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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What Should You Be Afraid Of In Obama's Budget?
If the President had his druthers, a host of changes would soon be hitting the retirement plan industry, directly and indirectly. Yet he faces a hostile Congress and a looming 2016 election that could soon overshadow the present, so perhaps his ideas about the industry aren't too scary. Or are they?..
401kWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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The Russell Investment Management Sale Officially Begins
Seven months after beginning a strategic review of the business, the LSE has the move we've all been expecting. Now it's time to bid...
MutualFundWire.com -
Friday, February 6, 2015
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Reader Rating: 1
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Guillocheau Reorgs Ascensus Around Two Pillars
The move comes in the wake of multiple acquisitions over the past several years...
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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To Model or Not to Model
It seems that everywhere you turn these days someone -- Callan, your friendly neighborhood 401k broker, national RIAs -- is customizing investment choices for their participants. Elite 401k advisors are not immune to model fever, so this week 401kWire digs into the pros and cons...
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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With One Finger Swipe You Can Lose a Client
Putnam's head of global marketing talks to MFWire about this weekend's ad blitz, why Putnam has its own in-house ad organization and why your ad campaign has to evolve almost by the minute...
MutualFundWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Musto Has a Crush on Big Data. Here's Why
J.P. Morgan's CEO of Retirement Plan Services talks about his firm's big-data love. ..
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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A $650MM Sponsor Adds a Pioneer Fund
A Hartford, Connecticut-based health system added the fund to its DC plans. ..
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Allianz Certifies Newport
The DC I-O's BeFi center gives its blessing to the RKer...
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Manulife Bolsters Its Institutional DC Sales Team
The DC I-O arm of John Hancock's parent company has hired a regional wholesaler for its institutional DC biz. ..
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Morningstar Doesn't Say What a Fund Is
It just assigns funds to categories, because they have to go somewhere, according to John Rekenthaler. Grow up already...
MutualFundWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Two DC I-O Wholesalers Leave Pimco; the Search Is On
A pair of positions open up in Southern California...
401kWire.com -
Thursday, February 6, 2014
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Reader Rating: 1
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Three Things to Know from The Hartford's Earnings
Senior management shows burgeoning benefits of leaner corporate focus...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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The TCW Deal … is Done
Carlyle and TCW finally complete acquisition..
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Great-West Hires a Carolinan Sales Director
Appointment of Hancock veteran adds 401k territory in southeast...
401kWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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New York Life Hires a Taft-Hartley Director
Market remains an important focus for firm...
401kWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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A TAMP Hits $3B
Firm provides access to over 1700 no-load and load-waived mutual funds in over 200 fund families...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Twenty Vanguard All-in-One Funds Get an International Bond Element
The 20 funds will apportion 20% of their fixed income assets to new international fund...
401kWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Vanguard To Add International Bond Index Element to 20 All-in-One Funds
The 20 funds will apportion 20% of their fixed income assets to new international fund...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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An $88B Firm Wants a Fund Marketing Head
Exec would serve as director of fund product management and development...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Great-West Ups Game Ahead of DoL
RKer improves participant statements...
401kWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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What Will Happen to 82 Devonshire?
Fidelity already switched to a different HQ, and now the Johnsons may sell their old
building...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Mutual Funds Are Just Perverse
We all knew it, but a Wall Street Journal article drills down into why...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Reynolds Trumpets Putnam's New Ways of Thinking
Bob and his boys roll out a new marketing campaign, six new mutual funds and more...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Sometimes Boring Really is Better
Barron's and Morningstar talk on why a Western Asset Fund Beats Pimco High Income...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Jamie Dimon Pays His Fundsters More
Bloomberg writes about pay changes at J.P. Morgan...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Global ETFs Had a Blistering January
Barron's looks at what sectors were hot, and which were not...
MutualFundWire.com -
Wednesday, February 6, 2013
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Reader Rating: 1
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Two Fido Whistleblowers Are Left Hanging
The 1st Circuit sides with Fidelity in a whistleblowing case...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Montage Slows its Acquisition and Launch Rates
An acquirer of mutual fund firms and other asset managers refocuses its efforts on distribution while preparing a fifth mutual for launch...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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B-D 401k Boosters Hire Three
Amy Glynn, Jason Roberts and John Simmers expand their consulting outfit...
401kWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Asset Managers Turn to Marketers for Help
Marketers are in great demand, according to a new report...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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American Beacon Takes Over a Large Value Fund
Updated | Yet the mutual fund's old firm sticks around as a sub-advisor...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Fidelity Helps Resuscitate a Hospital Plan
The plan experienced more than a 100 percent increase in participation rate, thanks to its new plan provider...
401kWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Plan Sponsors Paint a 'Highly Concerning Picture of Retirement Readiness'
The retirement landscape looks grim for 401(k) participants, according to a new survey...
401kWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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A Transamerica Sales Vet Moves On
The firm's Southeast sales head is moving on.
..
401kWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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An Ex-Market Timer Explains His Reversal
He has learned from the past and now says market-timing just can't be done, the Wall Street Journal reports...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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WSJ Wonders if Risk Parity Funds Are "A Better Mousetrap"
The Journal takes a look at a rare new type of mutual fund...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Accuvest Offers a Global Fund of Funds, With a Twist
It will reportedly bet on 20 global managers...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Will Pimco Kill 12b-1s?
The WSJ worries that other mutual fund firms may not be able to handle the shift to ETFs...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Is Eaton Vance's New ETF Active or Passive? Yes
But regulators haven't gotten a taste yet, Barron's reports. ..
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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SSgA Trims Sector ETF Fees
The funds fees are getting a haircut, reports AdvisorOne. ..
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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ETF Vanity Tickers Are Great, But Are They Enough?
The WSJ takes a look at how ETF providers choose their products' shortened brands...
MutualFundWire.com -
Monday, February 6, 2012
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Reader Rating: 1
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Will Cuts Hit Putnam's Retirement Business?
Updated | Fundsters see looming layoffs at the Boston fund firm, even as Putnam plans a DC expansion...
401kWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Putnam Prepares Another Round of Cuts
Less than three months after Bob Reynolds unveiled a restructuring at the Boston fund firm, insiders see more layoffs looming...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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JPMorgan Targets a 25 Percent Rise in I-O Sales
With the help of recently launched R2 shares, Dave Musto and his team hope to again increase sales by 25 percent...
401kWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Doll Connects with Advisors
Speaking to an audience of nearly 900 advisors, BlackRock's Bob Doll discusses his investment predictions for the year...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Franklin Sets Up Shop in Malaysia
The California-headquartered investment manager has planted the company flag on Malaysian soil...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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EBRI Twitters Away
The Washington, D.C.-based research organization plugs into the hot microblogging service...
401kWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Hartford Swings to a Q4 Loss, But Sees a Jump in Deposits
The Connecticut-based plan provider posts a loss for the final three months of 2008. Deposits, however, are up 40 percent fueled by acquisitions...
401kWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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MStar, WSJ Chastise Am Century, OppFunds and RiverSource
The fund ratings firm that Joe Mansueto built goes after three fund firms, claiming subpar stewardship...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Schwab Tweaks its Fund Lineup
The San Francisco investment manager plans to merge two funds into two others...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Hartford Saw $2.6 Billion in Q4 Fund Deposits
Mutual fund deposits were $900 million lower in the final quarter of 2008 compared to a year earlier due to the challenging equity markets...
MutualFundWire.com -
Friday, February 6, 2009
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Reader Rating: 1
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Diversified Taps a Chicago Fund Consultant for Target Maturity Portfolios
The New York-based plan provider has hired a Chicago firm to customize and manage target maturity portfolios for its clients...
401kWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Update 1 | Rydex Launches Defense Against Fragasso Suit
Rydex has fired back at the allegations outlined in Phil Fragasso's lawsuit...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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NRP is Moving on Six More Deals
The California-based network of retirement-focused advisors completed four acquisitions and is working on six more...
401kWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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SEC Forms Distribution Committee
The distribution of investor settlements dating back to the Spitzer era is about to get expedited...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Bond Outlines ICI ETF Committee Agenda
The new ICI committee on ETFs headed up by PowerShares' Bruce Bond has many issues on its plate to deal with this year...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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NPH Intros New Advisor Program
The country's seventh largest broker-dealer network
has launched a practice management program for advisors.
..
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Fabian Lemon List Balloons
Index-fund advocate Doug Fabian has upped the ante with his 'Lemon List' for Q4 of 2007...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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$147.9 Million Budget Proposed for EBSA
The President's budget request for fiscal year 2009 includes a 6-percent rise in EBSA's budget...
401kWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Managed Account Provider Gets a Sales Manager for the Southwest
The new hire will manage sales of the Las Vegas-based RIA's 401k managed account offering in the region...
401kWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Old Spitzer Case Gets Closure
One of Elliot Spitzer's old cases has been settled...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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SEC Puts Online Brochure Back on the Table
A plan that would require investment advisers to provide online brochures with information on services, fees and investment performance will be part of the agenda at the SEC's public meeting next week...
MutualFundWire.com -
Wednesday, February 6, 2008
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Reader Rating: 1
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Printing Company Goes with First Draft
A Fortune 500 company has pushed through with its migration to a new provider after waiting for that recordkeeper's sale...
401kWire.com -
Tuesday, February 6, 2007
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Reader Rating: 1
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Advisor Firms: Get Certified to Give Advice
The DoL clarifies the fiduciary advisor provisions of the PPA, leading an industry consultant to expand a program.
..
401kWire.com -
Tuesday, February 6, 2007
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Reader Rating: 1
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Private Accounts ... Going, Going, Gone
On Monday the White House released President Bush's proposed budget for next year. It turns out contain a hint about the President's plans for Social Security reform...
401kWire.com -
Tuesday, February 6, 2007
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Reader Rating: 1
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Survey Says Workers Like Roth
Despite low adoption numbers so far, new data indicate that the new option is preferred by a plurality of participants.
..
401kWire.com -
Tuesday, February 6, 2007
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Reader Rating: 1
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Principal Notches Record Earnings
The Des Moines, Iowa-based provider saw earnings in its full-service accumulation business rise 21 percent in the fourth quarter...
401kWire.com -
Tuesday, February 6, 2007
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Reader Rating: 1
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Model Language Helps Recordkeepers with Fund Contracts
The Spark Institute has created model language to help recordkeepers add 22c-2 language to their agreements with fund firms...
401kWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Metcalfe: WMSI "Pleasantly Surprised" With Rollover Activity
The rollover systems technology firm says it saw good use of its services in its first full year of operation...
401kWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Legg Mason To Close Two Salomon Funds
Legg Mason’s asset swap with Citigroup spells doom for two small funds that carry the Salomon Brothers brand. The closings are unrelated to earlier battles between shareholdes in two closed end funds that were traded to Legg Mason. In this case, the funds are small clones of existing products that are not economical to keep open...
MutualFundWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Wachovia Broadens Annuity Sales Forces Horizons
The bank is added a broader set of retail retirement services and products to the product kit pushed by its annuity sales force...
401kWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Wachovia Broadens Annuity Sales Forces Horizons
The bank is added a broader set of retail retirement services and products to the product kit pushed by its annuity sales force...
MutualFundWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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State Street Adds Three ETFs
State Street Global Advisors has introduced three new exchange-traded funds that track the performance of the biotechnology, home construction and semiconductor industries...
MutualFundWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Hancock Taps Bank Channel Manager
The insurer promotes a regional wholesaler to handle bank distribution for all of its products...
MutualFundWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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Hancock Taps Bank Channel Manager
The insurer promotes a regional wholesaler to handle bank distribution for all of its products.
..
401kWire.com -
Monday, February 6, 2006
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Reader Rating: 1
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How to Fix 401ks
Alicia Munnell takes on the burden of fixing 401k in a soon-to-be-released book...
401kWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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Enron Funds Pension Shortfall
The failed plan sponsor is ordered to set aside $2.3 billion to ensure retirees are paid...
401kWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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ERISA Giant Passes
Michael Gordon, one of the creators of ERISA is remembered by the industry...
401kWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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Ameritrade Places ETF Bet
The discount broker is making it easier for investors to learn about the mutual fund alternative...
MutualFundWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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A Trio May Still be in the Running for Strong
The number of interested parties may stand at three...
MutualFundWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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401k Searches Reported This Week
The Philadelphia public retirement system is close to selecting a new recordkeeper and Janus loses mandate in a 529 plan...
401kWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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Cigna Turns in Final Report Card
The Cigna retirement business bows out with a profit, but it is smaller than a year ago...
401kWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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CIBC Honcho Ousted
Just days after one of its executives was arrested for allegedly funding illegal hedge fund trades, the comany ceo quits...
MutualFundWire.com -
Friday, February 6, 2004
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Reader Rating: 1
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Seneca Foods Awards 401(k) Mandate
The company makes its selection based on industry sector expertise and cutomer service...
401kWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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FIDO Cuts 25 Tech Workers at Retirement Unit
The Boston Behemoth lays off computer technology workers as it aims to reduce redundancies...
401kWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Vanguard Tweaks Internatonal Growth Fund
The big fund firm makes changes in a bid to boost performance...
MutualFundWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Fidelity Opens Real Estate Income Fund
FIDO expands its fund line for investors seeking income and capital growth...
MutualFundWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Vendor Reaps 10th Year of 20 Percent Growth
The accounting software specialist and transfer agent continues to rack up very consistent growth, despite tough overall conditions...
MutualFundWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Duo Offers Investment Guidance Product
The new program targets mid-large plan providers and large sponsors. Developed out of an alliance, the product is to help providers bond with participants...
401kWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Boston Private Bank Elects New CEO, COO
The regionally-strategic, high-net-worth wealth-management firm appoints top executive slots at a New England subsidiary...
MutualFundWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Baltimore Bank to Buy Discount Brokerage
Mercantile is adding a discount brokerage to its shopping list. The move is aimed at rounding out its line of wealth management services...
MutualFundWire.com -
Thursday, February 6, 2003
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Reader Rating: 1
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Invesco Names Alliance Head
The Atlanta firm has named a replacement for Tony Cox for its alliance business and has an open position...
401kWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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First Union Builds New Recordkeeping System
The firm has a new service that utilizes the Wystar platform...
401kWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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mPower Dives into Public Sector
The San Fran firm has another alliance...
401kWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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Dreyfus Selects More Software
The fund firm has expanded its relationship with a software company...
MutualFundWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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Calvert on the Prowl
The firm is looking for a new exec...
MutualFundWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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Chao as Witness
On the Hill ... Schappert at Federated ... Fraud at Allied Irish?..
MutualFundWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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Chao as Witness
On the Hill ... Schappert at Federated ... Fraud at Allied Irish?..
401kWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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Enron Blackout was Shortened
Rather than a conspiracy, testimony is revealing frantic attempts by Enron officials to shorten, or even cancel, the blackout period...
401kWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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JPMorgan Acquires Euro Firm
The firm has purchased a majority stake in a company that provides services in the fund distribution field...
MutualFundWire.com -
Wednesday, February 6, 2002
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Reader Rating: 1
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State Street Research Hits 21!
The fund management company adds funds and strengthens its brand...
401kWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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The Search Ends at Key
Williams Ford Chooses Key Asset Mangement as provider of its plan.
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401kWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Dreyfus Repositions Distribution
Dreyfus emphasizes marketing and sales with additional new management from PaineWebber and OppFunds...
MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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February 6, 2001
Is Asia Ready for Funds?
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MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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February 6, 2001
Is Asia Ready for Funds?
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401kWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Who Will Fill Rekenthaler's Shoes?
Morningstar picks Paul Kaplan for head research position...
MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Advisors' Choice
The Denver boutique straddles distribution strategies with newest offering...
MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Speeding up the IRA
Ameritrade tweaks the bottom line, eases access with new feature...
MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Hancock Exits 401k Biz
The insurer is looking to put its John Hancock on a deal to sell its 220 employee 401k recordkeeping business. It will focus on investment management going forward...
MutualFundWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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Hancock on the Block
The insurer is looking to put its John Hancock on a deal to sell its 220 employee recordkeeping business. It will focus on investment management going forward...
401kWire.com -
Tuesday, February 6, 2001
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Reader Rating: 1
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For Friday, February 6, 1998
Will the day come when 401(k) participants routinely place calls to their broker to trade stocks? It may be coming sooner than you think. At Charles Schwab & Company, the amount of assets in self-directed brokerage accounts hit $1 billion this month -- or roughly 7% of the firms 401(k) assets and double year-ago levels -- according to John Coghlan, enterprise president of retirement plan services at Schwab...
401kWire.com -
Friday, February 6, 1998
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Reader Rating: 1
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Week of February 1, 1998
Wall Street Journal, February 6.
In "Employees Looking for Advice on 401(k)s Often Face Obstacles" Ellen E. Schultz reports on the trials and tribulations of education in the world of defined contributions. The reporter mentions that Cigna's lawyers sent a letter to a 401(k) educator regarding her "confusion" concerning that company's fees and their intention to protect Cigna's reputation. The report also advises employees to ask questions beyond the standard 401(k) seminar curriculum and fully investigate all costs of the plan as well as plan performance...
401kWire.com -
Friday, February 6, 1998
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Reader Rating: 1
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3Com Enters Finals of Bundled-Search
Santa Clara, CA-based 3Com Corp. is a step closer to choosing a provider for its 401(k) program. The networking company is in the final stages of a search for a bundled provider for both the 3Com plan, which is currently administered by State Street Global Advisors, and the plan of US Robotics, which had been administered by American Express Retirement Services (AERS)...
401kWire.com -
Friday, February 6, 1998
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Reader Rating: 1
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First Union Hooks Into Fidelity's System
First Union Corporation, together with Fidelity Investments, has launched a new product: Advisor Retirement Connection. This new service will be targeted at First Union's clients in the eastern portion of the United States, according to First Union Spokesperson Arati Sontakay. It is targeted at businesses between 25 and 200 employees.
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401kWire.com -
Friday, February 6, 1998
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Reader Rating: 1
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