MFWire Search Results

Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile

Results 1 to 204 of 204 results for tuesday. (0.1 seconds)

News Stories Archives - Since 1998
Via a New Quintet, an 89YO AM Enters ETF World Under a familiar industry veteran, the folks at a multi-manager fund firm are rolling out their first five exchange-traded funds... MutualFundWire.com - Tuesday, June 10, 2025
For 2 New Launches, a 2.7MM-Participant RKer Bundles and Unbundles The provider teams up with a familiar ally for a pair of new offerings. A 3rd new offering is planned for later this year... 401kWire.com - Tuesday, June 10, 2025 - Reader Rating: 2
PensionPro's Parent Seals a 10th Retirement Acquisition The PE-backed firm's newest purchase is in the Peach State... 401kWire.com - Tuesday, June 10, 2025
3Y In, a Fido Lawyer Returns to Private Practice A veteran ERISA litigator in the Midwest is rejoining a law firm that he previously spent more than a decade with... 401kWire.com - Tuesday, June 10, 2025
Did MF-to-ETF Conversions Peak In 2024? New research from an industry consulting firm shows the rate of mutual fund conversions to ETFs slowing this year, at least in the first third of 2025... MutualFundWire.com - Tuesday, June 10, 2025
NPPG Readies Another July Rollout The folks at a Garden State TPA are preparing to launch yet another PEP this summer... 401kWire.com - Tuesday, June 10, 2025
Targeting Income, an Ohio RIA Rolls Into the ETF Space A Buckeye State firm is teaming up to debut its first ETF... MutualFundWire.com - Monday, June 10, 2024
Two Years In, a Returning DC I-O Exec Rises At Am Cent The sales executive is based in the Midwest with the asset manager... 401kWire.com - Monday, June 10, 2024
In TN, an Empower Alum Joins the Standard The new hire is based in the Nashville area... 401kWire.com - Monday, June 10, 2024
OneDigital Buys a $4.4B-AUA KPA Team Updated \| The acquired unit serves 42,000 participants across 200 plan sponsors... 401kWire.com - Monday, June 10, 2024
Week In Preview, June 10 - June 16 This week, the teams at DCIIA, ERIC, Hub, and WIPN are hosting events... 401kWire.com - Monday, June 10, 2024
Week In Preview, June 10 - June 16 This week, the teams at Expect Miracles, IMEA, MFDF, MMI, Nicsa, and WE are hosting events... MutualFundWire.com - Monday, June 10, 2024
MMI Hires a College Admissions Vet The new hire will direct the trade group's Gateway Foundation... MutualFundWire.com - Friday, June 10, 2022 - Reader Rating: 5
In the Rockies, a 7-Year Ascensus Vet Rises The sales executive previously served as CRM supervisor at Ascensus' national TPA... 401kWire.com - Friday, June 10, 2022
Forbes Applauds a 401k Startup Valued At $1.15B The business magazine put the small- and micro-market retirement plan provider on a list of 50 private companies "transforming finance through technology.".. 401kWire.com - Friday, June 10, 2022
A 23-Year TIAA Vet Rises The executive is based out West... 401kWire.com - Friday, June 10, 2022
$24B Flows Into Money Funds, But ... The Refiniv Lipper folks reveal the latest weekly U.S. fund flows data... MutualFundWire.com - Friday, June 10, 2022
An Exiting Chief Promotes a 39-Year RKer Vet The rising executive will be the owner of P&L for the provider's recordkeeping business... 401kWire.com - Friday, June 10, 2022
Six Crisis Lessons From the Pandemic KPAs share insights gleaned from the past year... 401kWire.com - Thursday, June 10, 2021 - Reader Rating: 5
A $24B-AUM Shop Adds Two Thematic Funds Both new funds are leveraged ETFs intended to provide double the daily returns of specific indexes... MutualFundWire.com - Thursday, June 10, 2021
Participant Trading Plummets 44 Percent The team at a large- and mega-market provider see participant trading levels plummet to the lowest levels they've ever recorded... 401kWire.com - Thursday, June 10, 2021
In Washington, a Provider's Tech Team Expands Watch for a key new hire to build out his team at two sister companies in the Pacific Northwest... 401kWire.com - Thursday, June 10, 2021
American Trust's New Hire Will Target TPAs The exec most recently worked with a national TPA... 401kWire.com - Thursday, June 10, 2021 - Reader Rating: 5
An Ex-Mellon Distro Leader Joins an AM Incubator The startup also recently added an advisory board... MutualFundWire.com - Thursday, June 10, 2021 - Reader Rating: 5
An Ex-LPL SVP Joins a $134B-AUM RIA's C-Suite The move comes after PE recently invested in the KPA-friendly aggregator... 401kWire.com - Thursday, June 10, 2021
A Nine-Year Vet Takes Over a Multinational's N Am Distro He now leads an 84-person team at the $644.5-billion shop... MutualFundWire.com - Wednesday, June 10, 2020
What Will Transamerica's Biz Model Evolve To? 401kWire talks to Kent Callahan about his new role and about what's next for the provider... 401kWire.com - Wednesday, June 10, 2020 - Reader Rating: 5
CapTrust Buys In Indiana A $1.6-billion-AUA team joins the acquisitive, PE-backed KPA aggregator... 401kWire.com - Wednesday, June 10, 2020
ICMA-RC Calls On Congress ICMA-RC joins others in pushing for further government relief... 401kWire.com - Wednesday, June 10, 2020
BCG Offers Participants a Vision BCG's new tool enables participants to better visualize their retirement plans... 401kWire.com - Wednesday, June 10, 2020
A $796B-AUM Shop's Americas Chief Exits The leader is one of three senior execs who are reportedly leaving the multinational asset management on July 1... MutualFundWire.com - Wednesday, June 10, 2020
Nationwide's Ramey Finds A New Retention Chief The provider's distro chief confirms the recent hiring of a top T. Rowe alumna... 401kWire.com - Wednesday, June 10, 2020
A Columbia Wholesaling Vet Enters Retirement 11 years with Columbia Threadneedle Investments comes to a close for this regional VP... MutualFundWire.com - Monday, June 10, 2019
Voya, a 338, and Precisely Three DC I-Os Team Up The quintet power a freshly launched, advisor-sold retirement plan program... 401kWire.com - Monday, June 10, 2019 - Reader Rating: 4.5
Baldasarre Hires a CO TIAA Alum The new hire takes over a 10-person retirement plan RM team at MassMutual... 401kWire.com - Monday, June 10, 2019
Week In Preview, June 10-16 This week the team at That401kSite.com is hosting an event... 401kWire.com - Monday, June 10, 2019
Week In Preview, June 10-16 This week the teams at 3EDGE, Aberdeen, Expect Miracles, FIASI, MFDF, Morgan Stanley, Pershing, and REX Shares are all hosting events... MutualFundWire.com - Monday, June 10, 2019
A Hancock Global Fund PM Leaves a Subadvisor The other PM will continue to run the $55MM mutual fund... MutualFundWire.com - Friday, June 10, 2016
M* 2016 Preview Updated \| About 2,000 people, including fundsters and FAs, will converge on Chitown next week... MutualFundWire.com - Friday, June 10, 2016
Vanguard Wins TDF Mandate for $3.1B Plan These are the maiden target date funds for plan sponsor Monsanto. .. 401kWire.com - Friday, June 10, 2016 - Reader Rating: 4.25
TIAA's Ben Lewis Joins Education Association's Board The DC industry insider will provide guidance on retirement to independent schools... 401kWire.com - Friday, June 10, 2016
Is the ETF Seeding Cycle Slowing Down? Reuters reports that lead market makers are putting less seed capital in each new ETF, and it's taking longer to get that money back... MutualFundWire.com - Friday, June 10, 2016
A Michigan KPA Reconnects with Former B-D A Southfield, Michigan 401(k) plan advisor reverts back to his previous broker-dealer... 401kWire.com - Friday, June 10, 2016 - Reader Rating: 2
ICI's Reid Warns KPAs: There Is No Retirement Readiness Cookie Cutter America's retirement landscape is on a brink of change since baby boomers (nearly a quarter of America's population) are transitioning into retirement while also adapting to a new financial environment... 401kWire.com - Wednesday, June 10, 2015 - Reader Rating: 2
BofA's Cash-Balance Suit is Back From the Dead A federal court has revived a long running 401(k) lawsuit against Bank of America. .. 401kWire.com - Wednesday, June 10, 2015
Goldman Returns to Watching Asset Managers The investment banking giant's research side resumes covering publicly-traded mutual fund shops and other asset managers. Meet the analyst in charge... MutualFundWire.com - Wednesday, June 10, 2015
Beantown Quants Add Salespeople and a Fourth Fund A tactical, ETF-strategist-turned-mutual-fund-shop debuts another product and expands its distribution effort... MutualFundWire.com - Wednesday, June 10, 2015
A Solo-K Shop Partners to Build an Advisor Tool IRA Financial has revamped a calculator that can assist advisors with solo 401(k) clients... 401kWire.com - Wednesday, June 10, 2015
MassMutual Hands Advisors a Map to Benefits MassMutual launches new employee benefits guidance tool to assist Americans with financial decisions.. 401kWire.com - Wednesday, June 10, 2015 - Reader Rating: 5
Schoneman Welcomes A Plan Administration Manager TRA brings on a new plan administration manager... 401kWire.com - Wednesday, June 10, 2015 - Reader Rating: 4.5
What Makes DFA Different? M* digs deep into the mutual fund shop that Booth built and likes what it finds... MutualFundWire.com - Wednesday, June 10, 2015
A Financial Engines Tech and Ops Exec Retires, As Two Fill His Shoes Updated \| Gary Hallee, a longtime tech and operations executive at the California-based company, has moved on. .. 401kWire.com - Tuesday, June 10, 2014
Auto Enroll Shouldn't Rest on Its Laurels Researchers at Vanguard recommend plans throttle up the auto features... 401kWire.com - Tuesday, June 10, 2014
Gilbert Names New Aberdeen Americas' Co-Heads UPDATED \| Two people will take the place of Steyn, who left in May. Steyn had taken the place of Marshall, who is moving back to England to serve as chief executive of Aberdeen's recently acquired $230 billion SWIP enterprise... MutualFundWire.com - Tuesday, June 10, 2014
Tom Florence Garners PE for 361 Capital Buildout Deal comes just after 361 launched a new alts series trust. Private equity firm makes minority equity investments between $20 and $80 million... MutualFundWire.com - Tuesday, June 10, 2014
An RIA Network Comps Its Advice Service The Mutual Fund Store gives away a free annual membership to its advice and managed accounts service. .. 401kWire.com - Tuesday, June 10, 2014
Kublin's Call to 401k Arms The BPAS chief takes the stage at the RKer's inaugural conference outside Washington, D.C... 401kWire.com - Tuesday, June 10, 2014 - Reader Rating: 4.5
Two 401k Data Foes Are Now Allies Sam Sarcone and crew combine with Summit subsidiary Judy Diamond Associates. .. 401kWire.com - Tuesday, June 10, 2014
What You Need to Ask About the Rise of Active ETFs Active ETFs may soon become a reality. What could this mean for fund distribution?.. MutualFundWire.com - Tuesday, June 10, 2014
Nationwide Retains RKing for a California County's $1.2B DC Duo The County of San Diego reupped with the five-year incumbent. .. 401kWire.com - Tuesday, June 10, 2014 - Reader Rating: 5
Alts Mutual Funds: Hedge Funds For the Average Joe? U.S. News and World Report ponders the rise of alternatives in the retail investing world... MutualFundWire.com - Monday, June 10, 2013
Rekenthaler Worries About "Murky" New Fee Structures John Rekenthaler says new fee structures are less straightforward and consistent than they once were, making it more important to find the right advisor... MutualFundWire.com - Monday, June 10, 2013
MF Births Outnumber Deaths Jack Bogle has pointed out that a large number of mutual funds fail every year. .. MutualFundWire.com - Monday, June 10, 2013
Four of Metcalfe's Lieutenants Leave DST The retirement chief at the backoffice giant is shaking up his leadership team... 401kWire.com - Monday, June 10, 2013 - Reader Rating: 3
ING Clarifies How a Portfolio's Dollar-Weighted Maturity is Calculated On May�22, 2013, the board of trustees of ING's [profile] Limited Maturity Bond Portfolio approved a clarification of how the portfolio�s average dollar-weighted maturity is calculated. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
Keeley Adds a Co-PM for a Mid-Cap Fund Kevin Chin has been added as a co-PM for the Keeley [profile] Mid Cap Value Fund.[SEC Filing].. MutualFundWire.com - Monday, June 10, 2013
A Trade Group Asks the DoL for a Solid The SPARK Institute makes a request for guidance to the DOL. .. 401kWire.com - Monday, June 10, 2013
Pioneer Reorganizes A Few Funds On June 7, 2013,Pioneer [profile] reorganized some of its funds. Pioneer Value Fund acquired the assets and liabilities of Pioneer Research Fund. The new fund is now known as the Pioneer Core Equity Fund. Pioneer Growth Opportunities Fund acquired the assets and liabilities of Pioneer Select Mid Cap Growth Fund. This new fund is now known as the Pioneer Select Mid Cap Growth Fund. Pioneer Fundamental Value Fund acquired the assets and liabilities of Pioneer Disciplined Value Fund. This new fund is now known as the Pioneer Disciplined Value Fund. Pioneer Independence Fund acquired the assets and liabilities of Pioneer Disciplined Growth Fund. This new fund is now known as the Pioneer Disciplined Growth Fund. [SEC Filing:Value] [SEC Filing:Growth] [SEC Filing:Fundamental Value] [SEC Filing:Independence].. MutualFundWire.com - Monday, June 10, 2013
Market Vectors Changes the Objectives of an African ETF The board of trustees of Market Vectors Africa Index ETF approved a change to the fund's investment objective of seeking to replicate as closely as possible, before fees and expenses, the price and yield performance of the Dow Jones Africa Titans 50 Index. Effective on or about June 21, 2013, the Market Vectors Africa Index ETF will seek to replicate as closely as possible, before fees and expenses, the price and yield performance of the Market Vectors GDP Africa Index.[SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
How Should Advisors Address 408b2? The Principal Financial Group looks to enlighten plan sponsors on their fees and services in light of the changes to section 408(b)(2) of ERISA... 401kWire.com - Monday, June 10, 2013
Virtus Replaces a Sub-Advisor On June 5, 2013, the board of trustees of Virtus Growth & Income Fund voted to replace the fund�s current sub-advisor, Euclid Advisors, with QS Investors. Effective June 10, 2013, QSI is the sub-advisor to the fund.Virtus [profile] Investment Advisers will continue to serve as the mutual fund�s investment advisor.[SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
A Pru PM Joins Two Funds Michael Gallagher at Prudential Investments [profile] has been added to the PM team for AST Global Real Estate Portfolio and Prudential International Real Estate Fund. [SEC Filing:AST Global Real Estate] [SEC Filing:International Real Estate]... MutualFundWire.com - Monday, June 10, 2013
SSgA Asks Permission to Launch Three More ETFs On June 7, 2013,SSgA [profile] filed application for an order under Section 6(c) of the Investment Company Act of 1940 Granting an Exemption for the launch of three ETFs: the SPDR SSgA Equity ETF, the SPDR SSgA Emerging Markets ETF and the SPDR SSgA Aggregate Bond ETF.[SEC Filing]. .. MutualFundWire.com - Monday, June 10, 2013
Another PM Leaves a Goldman Fund Gabriella Antici from Goldman Sachs [profile] no longer PMs the Goldman Sachs Fundamental Emerging Markets Equity Funds. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
Driehaus Will Shut Down a Growth Fund The board of trustees of theDreihaus Mutual Funds [profile] have decided to terminate and liquidate the Driehaus Large Cap Growth Fund. As of July 19, 2013, the fund will begin the process of liquidating its portfolio securities. [SEC Filing].. MutualFundWire.com - Monday, June 10, 2013
FT Profiles Legg's Sullivan Joe Sullivan is repositioning Legg Mason for a comeback after it bled billions of assets for five years straight... MutualFundWire.com - Monday, June 10, 2013
Grandeur Peak Prepares a Flagship Grandeur Peak Global Advisors is launching a new fund set to be the flagship portfolio for its small/micro cap funds. .. MutualFundWire.com - Monday, June 10, 2013
Wilmington Says Goodbye to a Sub-Advisor and a PM As of June 7, 2013, Water Island Capital [profile] will cease to be sub-advisor to the Wilmington Rock Maple Alternatives Fund [profile]. Also, Nicolas Edney will cease to be a PM at ADAR Investment Management, another sub-advisor to the fund. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
ProShares Will Tap Into Credit Default Swaps New SEC regulations are going to attract new investors to ETFs and more creative kinds of investment vehicles... MutualFundWire.com - Monday, June 10, 2013
Financial Advisers Fear a Money Fund Exodus New SEC rules could cause investors may leave money market funds if the appeal of their stability is undermined... MutualFundWire.com - Monday, June 10, 2013
GAMCO Fills a New C-Suite Spot Scott A. Long comes aboard GAMCO Investors as chief administrative officer... MutualFundWire.com - Monday, June 10, 2013
Wilmington Drops a Sub-Advisor As of June 7, 2013, Acadian Asset Management LLC [Profile] is no longer a sub-advisor to the Wilmington Multi-Manager International Fund [profile]. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
A Co-PM Joins a Fido Fund The Fidelity Series Broad Market Opportunities Fund [profile] now lists Christopher Lee as a co-PM since May. Christopher Sharpe and Geoff Stein have been lead co-PMs of the fund since 2009, and Matthew Drukker has co-managed the fund since January 2013. [SEC Filing]. .. MutualFundWire.com - Monday, June 10, 2013
12 Putnam Funds Drop a Fee On June 24, Putnam [profile] is dropping the 100-basis point short-term trading fee from the following mutual funds: the Putnam Capital Opportunities Fund, the Putnam Capital Spectrum Fund, the Putnam Convertible Securities Fund, the Putnam Dynamic Asset Allocation Equity Fund, the Putnam Equity Spectrum Fund, the Putnam Floating Rate Income Fund, the Putnam High Yield Advantage Fund, the Putnam High Yield Trust, the Putnam International Capital Opportunities Fund, the Putnam Small Cap Growth Fund, the Putnam Small Cap Value Fund and the Putnam Tax-Free High-Yield Fund. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
Borzi Talks Social Security The latest e-mail from the assistant labor secretary. .. 401kWire.com - Monday, June 10, 2013 - Reader Rating: 1
A Real Estate Fund Bars the Gate The Real Estate Securities Portfolio of HC Capital Trust [profile] is closed to new investors effective immediately. As of June 10, 2013, the Commodity Returns Strategy Portfolio�s classification changed from non-diversified to diversified. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
MainStay's Sales Rise New York Life reports a spike in mutual fund sales. .. MutualFundWire.com - Monday, June 10, 2013
Morningstar Weighs Commission-Free ETF Trading An analyst ponders several commission-free trading programs offered by Charles Schwab, E*Trade and others. .. MutualFundWire.com - Monday, June 10, 2013
Weitz Rebalances a Fund Effective August 1, 2013, Weitz Funds [Profile] is updating the principal investment strategies for its Balanced Fund. [SEC Filing]... MutualFundWire.com - Monday, June 10, 2013
Wirehouses: A Safe Bet? Wirehouses still control the largest share of assets among advisors channels, and are a good bet for asset managers. .. MutualFundWire.com - Monday, June 10, 2013
People and Process Won't Save Your M* Rating From This The Chitown mutual fund ratings shop delves deep into a neutral rating... MutualFundWire.com - Monday, June 10, 2013
DoL Launches Toolkit New tool to involve other government agencies... 401kWire.com - Monday, June 10, 2013
Motley Fool Says Invest in Fundsters The investing publication points out mutual fund shop stocks to invest in... MutualFundWire.com - Monday, June 10, 2013
BlackRock Makes Sweeping Equity PM Changes The world's largest asset manager says it has lost patience with subpar performance and tens of billions in equity outflows... MutualFundWire.com - Monday, June 10, 2013
Jaffe Talks Money Fund Reform The MarketWatch guru takes on the funds from all sides... MutualFundWire.com - Monday, June 10, 2013
Financial News Shows Artisan Some Love The newly-public asset manager garners kudos for its culture and management style... MutualFundWire.com - Monday, June 10, 2013
Rekenthaler Ponders the Unusual Thinking of Bogle Jack Bogle thinks profit-driven thinking is not the best way for a mutual fund to strategize. .. MutualFundWire.com - Monday, June 10, 2013
Hold Your Breath On Actively Managed ETFs A host of experts weigh in on the future of the ETF industry... MutualFundWire.com - Monday, June 10, 2013
Gross Gets More Bad Press The outflows coverage continues.. MutualFundWire.com - Monday, June 10, 2013 - Reader Rating: 1
Is the Great Rotation Here? U.S bond funds suffered second-worst withdrawals in over two decades. .. MutualFundWire.com - Monday, June 10, 2013 - Reader Rating: 3
Fink Talks Equities The BlackRock CEO says equities are the most under-invested asset class in the world... MutualFundWire.com - Friday, June 10, 2011
Global X Debuts SuperDividend ETF The new offering will have exposure to a range of industries... MutualFundWire.com - Friday, June 10, 2011
How Much Will the Putnam 401k Expansion Cost? Reynolds reveals the price tag for his big DC push... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 3.71
Paychex Adds a New M&A Chief The payroll giant fills an executive role... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 3
Molewski Adds a Plan Consultant The advisory firm is beefing up its retirement plans team... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 1.83
A Thompson Siegel Co-PM Takes Over a Fund An Old Mutual value boutique swaps out one PM on a fund... MutualFundWire.com - Friday, June 10, 2011
Transamerica Seeks Council From Another TPA The plan provider is beefing up its TPA thought leadership... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 2.83
SPARK Calls for Another DoL Extension The trade group is calling for an extension of 408(b)(2) disclosure rules... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 4
A $136M Plan Looks for an Investment Advisor A government plan has issued an investment advisor RFP... 401kWire.com - Friday, June 10, 2011 - Reader Rating: 2
Gross Dips His Toe Back Into Treasurys The Pimco star's underweighting of U.S. government debt continues to spawn headlines... MutualFundWire.com - Friday, June 10, 2011
BlackRock Won't Close a $53.7B Fund A trade pub talks to a PM at the world's largest asset manager... MutualFundWire.com - Friday, June 10, 2011
Publicly-Traded Oaktree Shares are Coming Soon The fund firm reportedly mulls making its shares more accessible... MutualFundWire.com - Friday, June 10, 2011
RockLand Trust Births a Fund Family The Massachusetts bank is expanding into the mutual fund business through two new funds... MutualFundWire.com - Thursday, June 10, 2010
Van Eck Brings Down Expense Caps for Three ETFs The Big Apple firm lowers expense caps for three international offerings... MutualFundWire.com - Thursday, June 10, 2010
Huntington Universally Tweaks Mutual Fund Fees The Midwestern bank unveils a new pricing schedule for its load funds... MutualFundWire.com - Thursday, June 10, 2010
Is 401k a Brand Wasteland? An industry consulting firm sees big opportunities for DC providers to differentiate themselves in a maturing industry... 401kWire.com - Thursday, June 10, 2010 - Reader Rating: 3.62
AUL Taps an Investment Consultant The Indianapolis-based plan provider partners with a Chicago firm... 401kWire.com - Thursday, June 10, 2010 - Reader Rating: 3
First Merc Promotes Face Time The MassMutual subsidiary unveils a new service... 401kWire.com - Thursday, June 10, 2010
Pershing Adds Mutual Funds from a Neighbor Pershing expands its FundVest platform with products from a fellow Jerseyan... MutualFundWire.com - Thursday, June 10, 2010
A Former Putnam Wholesaler Lands at Milliman The sales vet is now a territory sales manager in the firm's Southern employee benefits practice... 401kWire.com - Thursday, June 10, 2010 - Reader Rating: 1
Transamerica Hires a Sales Pro from Nationwide The new hire will cover parts of Texas... 401kWire.com - Thursday, June 10, 2010 - Reader Rating: 1
Morningstar Sees a 'More Shareholder-Focused' TCW The mutual fund ratings specialists examine the culture at the fixed income manager... MutualFundWire.com - Thursday, June 10, 2010
Timberwolf Bites Goldman Sachs The CDO has attracted a billion dollar law suit against Goldman Sachs... MutualFundWire.com - Thursday, June 10, 2010
Pimco Changes its Treasury Bet as BlackRock Pulls Ahead Each of the two asset managers has a Total Return Fund, but that does not mean they are charting the same course... MutualFundWire.com - Thursday, June 10, 2010 - Reader Rating: 5
Some Energy ETFs Avoid BP Losses Two of the main players in the Gulf Spill -- BP and Transocean -- are based overseas and not in all of the major indices. A lucky break for some ETFs... MutualFundWire.com - Thursday, June 10, 2010
Mesirow Gives First Merc a Stamp of Approval The Tennessee-based provider receives a seal of approval for its investment screening process... 401kWire.com - Wednesday, June 10, 2009
An Ameriprise Move Raises Deal Speculation Is Ameriprise looking to follow up its Seligman acquisition with another asset management purchase? .. MutualFundWire.com - Wednesday, June 10, 2009 - Reader Rating: 4
Putnam Relinquishes its Taft-Hartley Plans Yet the mutual fund giant will continue to manage and seek Taft Hartley I-O business... 401kWire.com - Wednesday, June 10, 2009 - Reader Rating: 3.5
Schwab Finds No Drastic Changes in Participants' Asset Allocation Even against the backdrop of a weak economy and market turbulence, participants in Schwab-recordkept plans did not make large-scale changes in their portfolios... 401kWire.com - Wednesday, June 10, 2009
Principal Reviews Plan Investments With a New Service The bundled provider adds a new tool to its offerings for plan sponsors... 401kWire.com - Wednesday, June 10, 2009 - Reader Rating: 4
Legg Mason Appoints a Former Big Four Partner to its Board The Baltimore fund firm taps an ex-Deloitte partner as one of its directors... MutualFundWire.com - Wednesday, June 10, 2009
Wilmington Confirms its New Retirement Services Head A former member of the management team will take over the lead role... 401kWire.com - Wednesday, June 10, 2009
WSJ Notes American Funds, Fidelity and Vanguard Anti-Genocide Proposal Votes The doors open for some mutual fund shareholders to vote on anti-genocide proposals... MutualFundWire.com - Wednesday, June 10, 2009
A Plan Provider's Distribution Chief Bids Adieu The exec left the firm last month... 401kWire.com - Wednesday, June 10, 2009 - Reader Rating: 1
Abby is the Eighth Richest Woman in the World The Fidelity heiress ranks 8th on the Forbes list of the richest women... MutualFundWire.com - Wednesday, June 10, 2009
HighMark Keeps Ziegler Thinking Small The California fund firm adds four funds, swallows four others and liquidates one... MutualFundWire.com - Wednesday, June 10, 2009
Fund Managers Weigh in on a Slice of Obama's Stimulus Program In the Wednesday issue of the Wall Street Journal's Fund Track column, Sam Mamudi collects opinions from fund managers on the Build America Bonds program... MutualFundWire.com - Wednesday, June 10, 2009
Fido Sued Over Bond Fund Losses Holzer Holzer & Fistel has filed a class action lawsuit against Fidelity on behalf of shareholders of the Fidelity Ultra-Short Bond Fund... MutualFundWire.com - Tuesday, June 10, 2008
Midwestern Sponsor Taps New York Life An 1100-participant DC plan moves to the Massachusetts-based provider. .. 401kWire.com - Tuesday, June 10, 2008
FIIS Exec Shifts Into a New Role A senior vice president moves away from the product marketing side of the unit at the Boston Behemoth... 401kWire.com - Tuesday, June 10, 2008 - Reader Rating: 2
BNP Paribas Picks Up BofA's Equity Prime Brokerage The purchaser is a rumor no more... MutualFundWire.com - Tuesday, June 10, 2008
Schwab Hit With Suit Over High Yield Fund Losses Another law firm is going after Schwab in conjunction with losses in its high yield funds... MutualFundWire.com - Tuesday, June 10, 2008 - Reader Rating: 2
Spark Institute Plans a Pair of 403b Confabs The organization is putting together two 403b-centric conferences this summer... 401kWire.com - Tuesday, June 10, 2008 - Reader Rating: 3
SEI Explores HNW Wealth Management SEI Investments has penned a new white paper exploring the current market dynamics in wealth management... MutualFundWire.com - Tuesday, June 10, 2008
Lincoln Looks to Up its 403b Ante The provider from the City of Brotherly Love looks to beef up its non-profit DC footprint... 401kWire.com - Tuesday, June 10, 2008 - Reader Rating: 5
Consulting Firm Taps Plan Advisor and DailyAccess A Michigan-based plan sponsor picks an investment advisor and a new provider for its DC plan... 401kWire.com - Tuesday, June 10, 2008 - Reader Rating: 1
SunGard Launches New Liquidity Service SunGard has launched a new service for both buy- and sell-side institutions... MutualFundWire.com - Tuesday, June 10, 2008
Russell to Consolidate Funds Russell Investments is looking to make life easier for advisors and clients... MutualFundWire.com - Tuesday, June 10, 2008
UPDATE 1 \| Russell to Conduct Search for New CEO The CEO of Russell Investments just made an abrupt departure from the company... MutualFundWire.com - Tuesday, June 10, 2008
WSJ Pokes at Fido Over Performance The Wall Street Journal continues to describe some kind of horse race between American Funds, Vanguard and Fidelity, and now the paper sees the Boston Behemoth lagging behind... MutualFundWire.com - Tuesday, June 10, 2008 - Reader Rating: 5
NewRiver Aims to Make Fund Data Accessible to Retirement Plans NewRiver is compiling fund prospectus data for a new data package targeted at retirement plan service providers... MutualFundWire.com - Tuesday, June 10, 2008 - Reader Rating: 5
Scudder Loses Its 401k Sales Chief The executive in charge of 401(k) sales for Deutsche Bank's fund unit has signed on with another provider... 401kWire.com - Friday, June 10, 2005 - Reader Rating: 3
UBoC Sees an Opportunity for Banks Competition drove many banks out of the 401(k) business in the Nineties, but the West Coast player sees the winds changing... 401kWire.com - Friday, June 10, 2005 - Reader Rating: 4
MassMutual Names CIO Roger Crandall, Babson Capital's former vice chairman and managing director, has been named MassMutual Financial Group's chief investment officer... MutualFundWire.com - Friday, June 10, 2005 - Reader Rating: 2.33
Marsh Says No Sale, Again Is Putnam for sale or isn't it? The latest official line from Marsh & McLennan says no, once again. ..... MutualFundWire.com - Friday, June 10, 2005
ADP Benefits Chief Takes Pitney Bowes Job Rajparia will have a new boss after the departure of the executive heading ADP Benefit Services... 401kWire.com - Friday, June 10, 2005 - Reader Rating: 2
Amerindo's Tanaka Stalls, But Horses Keep on Racing Amerindo co-founder Gary Tanaka is out of prison and confined to his house, but Tanaka's racing stable is up and running ..... MutualFundWire.com - Friday, June 10, 2005
Merrill: A Natural Consolidator? Who isn't targeting high-net worth people? Count Merrill Lynch out ..... MutualFundWire.com - Friday, June 10, 2005
Vilar's Brokedown Palace The story of Alberto Vilar is shaping up to be anything but straightforward. Although the Amerindo co-founder was busted last month after Lily Cates, a former investor, reported his fraudulent activities to investors, it appears the Cates story is just the tip of the iceberg... MutualFundWire.com - Friday, June 10, 2005
Marsh Pays Lasser $78 Mill Marsh & McLennan reaches a final settlement with former Putnam CEO Lawrence Lasser... MutualFundWire.com - Thursday, June 10, 2004
Searches Reported This Week Investment decisions rolling in as sponsors complete reviews... 401kWire.com - Thursday, June 10, 2004
iShares at it Again The prolific ETF firm has nine new funds in the works... MutualFundWire.com - Thursday, June 10, 2004
Keystone State TPA Signs With BenefitStreet BenefitStreet is working to bring more East coast TPAs into its alliance network... 401kWire.com - Thursday, June 10, 2004 - Reader Rating: 4.25
Fidelity Tops Website Rankings Research firm reports the results of their best mutual fund websites survey... MutualFundWire.com - Thursday, June 10, 2004
One Group Fund Brand Still Undecided Chase chooses its own brand for retail services, but branding for the Bank One mutual fund family remains undecided... MutualFundWire.com - Thursday, June 10, 2004
Principal Launches Online Tool for Producers The tool helps producers generate customized reports for clients in the small market... 401kWire.com - Thursday, June 10, 2004
MassMutual Taps Exec to Head Public Market Sales Push MassMutual Retirement Services is marketing its combo-plan capabilities in new markets and has named a national sales director to oversee the push... 401kWire.com - Thursday, June 10, 2004 - Reader Rating: 2
Schwab CEO Says Dark Times Ahead The head of the brokerage firm thinks the scandals in the fund industry are far from over... MutualFundWire.com - Thursday, June 10, 2004 - Reader Rating: 3
Study Shows Sponsors Eyeing Costs Hewitt reports that a majority of sponsors are concerned about fees and taking steps to lower them... 401kWire.com - Thursday, June 10, 2004
Transamerica Boots Janus, Renames Funds The insurer takes three of its IDEX funds back... MutualFundWire.com - Thursday, June 10, 2004 - Reader Rating: 2
Overlay Manager Seeks RK Alliances A new player is looking to bring its newly acquired TAA overlay skills to the DC market... 401kWire.com - Tuesday, June 10, 2003
Animal-health Company with New Recordkeeper Merial, a Merck and Aventis joint-venture, is whispered to have picked a new DC recordkeeper for its roughly $120 million plan... 401kWire.com - Tuesday, June 10, 2003 - Reader Rating: 3.75
Folio Expands Offerings The startup is seeking attention by showing off its technology... MutualFundWire.com - Tuesday, June 10, 2003 - Reader Rating: 4
No More PaineWebber The century old name is disappearing from Wall Street... MutualFundWire.com - Tuesday, June 10, 2003
M&I Names CEO The bank investment management arm names a new CEO... MutualFundWire.com - Tuesday, June 10, 2003
TIAA-CREF Names New CFO The investment firm has tapped an executive from General Re for the job... MutualFundWire.com - Tuesday, June 10, 2003
A New Fund Idea This new fund advisor is hoping to profit by forcing company boards to reform their charges... MutualFundWire.com - Tuesday, June 10, 2003 - Reader Rating: 5
DAC Adds Federated K-share Funds The Alabama-based provider is now offering eight K-class share funds from Federated... 401kWire.com - Tuesday, June 10, 2003 - Reader Rating: 3.67
SEC May Target Revenue Sharing Early word from the 120-page report the SEC sent to Congress this morning is that revenue sharing practices will get more scrutiny... MutualFundWire.com - Tuesday, June 10, 2003
MHCO Sr Consultant Offers Davis-Bacon Insight The employee benefit consulting outfit is now offering further insight into the Davis-Bacon Act online... 401kWire.com - Tuesday, June 10, 2003
Investor Study Shows Loyalty to Advisors However, many investors would not mind hearing more from their financial advisors... 401kWire.com - Tuesday, June 10, 2003 - Reader Rating: 4
Towers Perrin Releases Survey The survey gives a grim perspective on employees and 401k management... 401kWire.com - Monday, June 10, 2002
Illinois Sponsor Swaps Providers A plan taps a new vendor... 401kWire.com - Monday, June 10, 2002
Ameritrade Lassos PCRA Pro The upstart has landed a Schwab veteran to play a key role in the rollout of its brokerage service... 401kWire.com - Monday, June 10, 2002
Citi Makes Advice Waves The firm will take advice to the next step through its newest offering to large plan sponsors... 401kWire.com - Monday, June 10, 2002
A Little International Flair, Please A plan is seeking an international equity fund... 401kWire.com - Monday, June 10, 2002
Cigna Selects The Connecticut insurer picks a sub-advisor for of its portfolios... MutualFundWire.com - Monday, June 10, 2002
Walking Down State Street The firm is offering its outsourcing services to another... MutualFundWire.com - Monday, June 10, 2002
Heading Up Contributions Lincoln Finacial taps a new exec... MutualFundWire.com - Monday, June 10, 2002
Oberon Financial Hits Water Mark The company reaches $500 million and adds to its board of directors... MutualFundWire.com - Monday, June 10, 2002
529 Blackjack The State of Nevada has teamed with two firms to offer a nationwide college savings plan... MutualFundWire.com - Monday, June 10, 2002 - Reader Rating: 2
EuroGathering The first-ever Money Fund Forum Europe starts this week... MutualFundWire.com - Monday, June 10, 2002
REIT RFP A large plan releases an RFP... MutualFundWire.com - Monday, June 10, 2002
Annuities for RIAs A firm has launched a platform of variable annuities for the financial advisor community... MutualFundWire.com - Monday, June 10, 2002 - Reader Rating: 4
J.P. Morgan, American Century Buy Into Archipelago American Century, through J.P. Morgan, is acquiring an interest in Archipelago -- an ECN -- and its trading system... MutualFundWire.com - Thursday, June 10, 1999 - Reader Rating: 3
eBay Exec Now at Financial Engines Palo Alto, California-located Financial Engines, Inc. has named John Thibault to the post of vice president of marketing, Jeff Maggioncalda, president and ceo with the firm, told the 401kWire.com. He will be overseeing communications, marketing of products, and developing customer relations... 401kWire.com - Thursday, June 10, 1999 - Reader Rating: 3
Odd Lots, June 10, 1999 Nueberger caught poaching! ... New rules may ease creation of China funds... MutualFundWire.com - Thursday, June 10, 1999 - Reader Rating: 3
Stein Roe Will Not Merge Funds Stein Roe's board has decided not to merge the Capital Opportunities Fund and Growth Investor Fund, as had been planned... MutualFundWire.com - Thursday, June 10, 1999 - Reader Rating: 3
New Prez at Morningstar Chief operating officer at Morningstar, late of Stein Roe, promoted to president... MutualFundWire.com - Thursday, June 10, 1999 - Reader Rating: 3
Spectrem Sales Head Steps Down Steve Cronin, who had been director of retirement sales at Spectrem Group, no longer holds that post, a spokesperson with the firm told the 401kWire.com. The spokesperson did not elaborate on why the official was leaving... 401kWire.com - Thursday, June 10, 1999 - Reader Rating: 3
Mosiman Named Managing Consultant Gary Mosiman has been named managing consultant at Defined Contribution Advisors, Inc. of Minneapolis, MN. Formerly, he served at another company, DCA, as vice-president of third-party administration. Mosiman will be responsible for consulting on projects, and he will also have management responsibilities. He will be also be involved with marketing and new business development... 401kWire.com - Wednesday, June 10, 1998 - Reader Rating: 3
Fido Out-Foxes Towers Beverly Hills, CA-headquarted Fox, Inc. is changing its recordkeeper to Fidelity, Bruce Wallace, executive director of benefits, told the 401kWire. The 401kWire has learned that the vote for the change was taken on Friday. .. 401kWire.com - Wednesday, June 10, 1998 - Reader Rating: 3
NationsBank Adopts Investment-Only Strategy In 401k Market Yesterday NationsBank and Stephens, Inc. of announced the hiring of Walter Lewis as national sales director, institutional retirement sales for Stephens. The announcement took the wraps off NationsBank's strategy to reenter the 401(k) business. This time, they are after the assets... 401kWire.com - Wednesday, June 10, 1998 - Reader Rating: 3
Franklin Templeton is Adding Two to Wholesale Force San Mateo, CA-headquartered Franklin Templeton is in the process of expanding its wholesaler force to seven from five, according to Murray Cleaner, assistant national sales manager. .. 401kWire.com - Wednesday, June 10, 1998 - Reader Rating: 3

News Archives


2025:		Q3	Q2	Q1
2024:	Q4	Q3	Q2	Q1
2023:	Q4	Q3	Q2	Q1
2022:	Q4	Q3	Q2	Q1
2021:	Q4	Q3	Q2	Q1
2020:	Q4	Q3	Q2	Q1
2019:	Q4	Q3	Q2	Q1
2018:	Q4	Q3	Q2	Q1
2017:	Q4	Q3	Q2	Q1
2016:	Q4	Q3	Q2	Q1
2015:	Q4	Q3	Q2	Q1
2014:	Q4	Q3	Q2	Q1
2013:	Q4	Q3	Q2	Q1
2012:	Q4	Q3	Q2	Q1
2011:	Q4	Q3	Q2	Q1
2010:	Q4	Q3	Q2	Q1
2009:	Q4	Q3	Q2	Q1
2008:	Q4	Q3	Q2	Q1
2007:	Q4	Q3	Q2	Q1
2006:	Q4	Q3	Q2	Q1
2005:	Q4	Q3	Q2	Q1
2004:	Q4	Q3	Q2	Q1
2003:	Q4	Q3	Q2	Q1
2002:	Q4	Q3	Q2	Q1

Subscribe via RSS:

Click Here to See Why
The MFWire.com

Go to Complete List

The most searched for terms on The 401kWire.com for the past month.