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News Stories Archives - Since 1998
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A $379B-AUM AM Adds Its 1st Fundamental Active Equity ETF
The new offering is powered by a pair of PMs in the fund firm's Denver-based equities team...
MutualFundWire.com -
Wednesday, February 5, 2025
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Wagner Hires a 2-Decade Paul Hastings Vet
The Boston-based ERISA law firm's newest partner is based in Washington, D.C...
401kWire.com -
Wednesday, February 5, 2025
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Two Years In, a National TPA's M&A Chief Exits
The New England executive is returning to the fund servicing business...
401kWire.com -
Wednesday, February 5, 2025
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Principal Partners With a $1.3T-AUM AM
The fund firm is now one of 14 allies participating in a year-old program at the publicly traded recordkeeper...
401kWire.com -
Wednesday, February 5, 2025
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A $7B-AUM Boutiques Celebrates a 3rd and 10th Anniversary
A transformed mutual fund reached a key milestone last month and now has $150.2 million in AUM...
MutualFundWire.com -
Wednesday, February 5, 2025
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In July, TruStage Will Enter Another Side of the DC Space
With help from Matrix, the provider's team is building a new offering...
401kWire.com -
Wednesday, February 5, 2025
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A Boston Firm's Three-Year-Old Market Neutral Fund Will Shutter Soon
The fund was the ETF strategist's first foray into the mutual fund space...
MutualFundWire.com -
Monday, February 5, 2024
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One Year In, a Florida Wholesaler Shifts
The move comes as another wholesaler joins the recordkeeper...
401kWire.com -
Monday, February 5, 2024
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Reader Rating: 5
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Fiducient Gains 7 More Principals
The freshly promoted team members are based in three different parts of the country...
401kWire.com -
Monday, February 5, 2024
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AmericanTCS Team Ups With Repeat Allies For a Nevada PEP
The new offering is set to debut next month...
401kWire.com -
Monday, February 5, 2024
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Reader Rating: 2
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Week In Preview, February 5 - February 11
This week, the teams at Altigro, DCIIA, Faegre Drinker, and WIPN are hosting events...
401kWire.com -
Monday, February 5, 2024
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Week In Preview, February 5 - February 11
This week, the teams at Expect Miracles Foundation, ICI, IDC, and WE are hosting events...
MutualFundWire.com -
Monday, February 5, 2024
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A $7.8B-AUM Fund Firm's CEO Appoints Eight
The faith-based firm specializes in ESG investing...
MutualFundWire.com -
Friday, February 5, 2021
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Post-Acquisition, American Trust Makes a Stable Value Push
The provider's key accounts and field sales teams will be backing up a DC I-O effort...
401kWire.com -
Friday, February 5, 2021
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A $69B-AUA RIA Buys an Insti 338 Biz
The deal brings a 15-person, $6-billion-AUM team to the Midwestern giant...
401kWire.com -
Friday, February 5, 2021
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The Nine Most Admired RKers
A business magazine releases an annual list with 332 companies, including at least nine that are in the retirement plan recordkeeping business...
401kWire.com -
Friday, February 5, 2021
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Reader Rating: 1.8
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The 14 Most Admired Fund Firms
A business magazine releases an annual list with 332 companies, including at least 14 that are in the mutual fund business...
MutualFundWire.com -
Friday, February 5, 2021
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Reader Rating: 5
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Partying Fundsters Raise More than $300K In a Night
An industry charity hosted a big bash in Gotham. Next up are golf tournaments in April and June...
MutualFundWire.com -
Wednesday, February 5, 2020
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Reader Rating: 5
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A Small-Market RKer Upgrades Pricing, Service, and More
The provider now works with more than 4,900 plans and more than $4.6 billion in assets...
401kWire.com -
Wednesday, February 5, 2020
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Reader Rating: 5
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Three Rise and One Joins a Midwestern KPA RIA
The 25-year-old firm also does wealth management business...
401kWire.com -
Wednesday, February 5, 2020
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Do You Know a Champion Participant?
A retail RIA is calling for nominees for its second annual awards recognizing 401(k) participants...
401kWire.com -
Wednesday, February 5, 2020
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After 32 Years, a Top T. Rowe Exec Will Retire
A 22-year company veteran will rise to take the exiting exec's place. The handoff is scheduled for yearend...
MutualFundWire.com -
Wednesday, February 5, 2020
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Trump Gives 401ks Primetime Love
In his third state of the union address, the U.S. President mentioned the most popular DC plans...
401kWire.com -
Wednesday, February 5, 2020
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Reader Rating: 2
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After Eight Years, a Carillon Tower Boutique's Chief Exits
Meanwhile, in the fall a top Carillon Tower exec joined the boutique as president...
MutualFundWire.com -
Tuesday, February 5, 2019
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Reader Rating: 5
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After 15 Years, a Top Ascensus Vet Exits
There is no official word yet on how the exec's duties are being handled...
401kWire.com -
Tuesday, February 5, 2019
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Reader Rating: 5
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In Hartford, a Valic Alum Joins a B-D
The new hire previously worked at Lincoln and Pru...
401kWire.com -
Tuesday, February 5, 2019
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One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com -
Tuesday, February 5, 2019
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Sarlo Brings a Hancock Alum to USI CG
The exec previously worked at Lincoln and UNIFI...
401kWire.com -
Tuesday, February 5, 2019
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A Big Insurer's RKer Preps a Beefed Up Managed Account Program
After quietly debuting the offering last year in IRA form, the provider is bringing this over to its retirement plan business in 2018...
401kWire.com -
Monday, February 5, 2018
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Reader Rating: 4.5
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SSgA Won December, Proportionately
M* Direct updates mutual fund and ETF flows data for December 2017...
MutualFundWire.com -
Monday, February 5, 2018
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Pound For Pound, This Subadvised Fund Family Dominated 2017
M* Direct updates mutual fund and ETF flows data for the full 2017 calendar year...
MutualFundWire.com -
Monday, February 5, 2018
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Reader Rating: 1
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An ABG Shop Promotes in Atlanta and Birmingham
An 800-plus employee accounting firm unveils six promotions, including two in the retirement plan business...
401kWire.com -
Monday, February 5, 2018
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Week In Preview, February 5-11
FRA, FIS' Relius, and StoneStreet Renaissance are all hosting events this week...
401kWire.com -
Monday, February 5, 2018
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Week In Preview, February 5-11
Joel Bruckenstein, MMI, and Pageant are all hosting events this week...
MutualFundWire.com -
Monday, February 5, 2018
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Hancock Hires A New Pacific Coast Wholesaler
John Hancock expands its sales team with a new regional vice president...
401kWire.com -
Friday, February 5, 2016
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Cassler Hunts For Two Amid Hancock's ETF Push
The institutional distribution chief is adding a pair of new posts to his team...
MutualFundWire.com -
Friday, February 5, 2016
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Prince William County Seeks 457 and 403(b) Investment Consultant
A Virginia-based county just thirty-five miles outside of Washington, DC is seeks consulting services...
401kWire.com -
Friday, February 5, 2016
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GE Likes a Suitor
Less than six months after word of GE's plan to shop its asset management arm hit, it is close to a decision...
MutualFundWire.com -
Friday, February 5, 2016
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Nybo Takes a Bit of a Breather
401kWire chats with Transamerica's former head of retirement strategy...
401kWire.com -
Friday, February 5, 2016
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IFP Advisors Opens Up Its First Regional Office
Independent Financial Partners has expanded its national reach with a new regional office...
401kWire.com -
Friday, February 5, 2016
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A Distro Data Team Turns the Page to New Leadership and More
A 33-year-old firm in the Midwest has a new chief with big expansion plans for 2016...
MutualFundWire.com -
Friday, February 5, 2016
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Two-Thirds of American Households Are Confident in 401(k) Plans
ICI has released its 2015 plan design study surveying American household...
401kWire.com -
Friday, February 5, 2016
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These Local ETF Entrepreneurs Are Spreading Their Wings
A pair of new hires will lead two new divisions at the startup...
MutualFundWire.com -
Friday, February 5, 2016
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Moving Beyond the PM Stars
After the Bill Gross fallout, a subadvised mutual fund shop is amping up its call for KPAs and plan sponsors to resist the lure of cults of star PMs' personalities...
401kWire.com -
Thursday, February 5, 2015
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Aspire Reports to a Different, Familiar PE Face
The open architecture RKer's private equity backers say goodbye to one of their own...
401kWire.com -
Thursday, February 5, 2015
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Reader Rating: 5
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Post-Merger, Two Medical Tech Companies Keep Their 401ks Separate
Vanguard recordkeeps one of the plans, and Mercer handles the other...
401kWire.com -
Thursday, February 5, 2015
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Wiedman Names iShares' 1st U.S. Chief
A BlackRock vet takes over the largest piece of its giant ETF business...
MutualFundWire.com -
Thursday, February 5, 2015
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Gamco Misses as Revenue Dips
The Westchester-based mutual fund shop reports Q4 2014 results...
MutualFundWire.com -
Thursday, February 5, 2015
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Howard Picks Mercer's Next DC Advisory Chief
The national business leader for Mercer's defined contribution advisors unit will retire later this year...
401kWire.com -
Thursday, February 5, 2015
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Reader Rating: 4
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This Jersey KPA Shop Has a New Fiduciary Offering
A Red Bank, New Jersey-based corporate and institutional retirement plan advisory firm recently unveiled its fiduciary offering!..
401kWire.com -
Thursday, February 5, 2015
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The SEC Is About to Let an Active Titan Into ETFs
The regulatory agency appears poised to approve the creation of actively-managed ETFs by a mutual fund industry giant...
MutualFundWire.com -
Thursday, February 5, 2015
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Washington Talks Retirement: Sponsors, Take Heed
Why do President Obama's and Senator Harkin's retirement initiatives matter to plan sponsors?..
401kWire.com -
Wednesday, February 5, 2014
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Bettinger's 401k "Platform of the Future"
The Schwab CEO's retirement plan chief talks about the new retirement plan product, which launched today...
401kWire.com -
Wednesday, February 5, 2014
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Alts Newbies Scramble to Get a Clue
CEO Bill Kelly of Chartered Alternative Investment Analyst Association says that fundsters, advisors and even regulators are rushing to learn more about alts, and in many instances, get certified. "Just get smart," is what he tells aspiring alts folk...
MutualFundWire.com -
Wednesday, February 5, 2014
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...Which is Why a Whitebox Fund Has a New Moniker
Some investors and advisors had been confused by the fund's original name, particularly as to whether or not it is an alt...
MutualFundWire.com -
Wednesday, February 5, 2014
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Federated Anoints an Alts Head
Michael Dieschbourg joins fund giant from hedge shop Broadmark Asset Management...
MutualFundWire.com -
Wednesday, February 5, 2014
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Great-West Re-Signs With a $500MM 457
The state signed with the provider for three more years. ..
401kWire.com -
Wednesday, February 5, 2014
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Reader Rating: 5
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401k Balances Were at the Vanguard in 2013
Average balances for Vanguard's recordkept plans hit a record high at the end of last year. ..
401kWire.com -
Wednesday, February 5, 2014
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Schwab's ETF 401k Arrives
After years in the making, the brokerage giant's bid for revolutionizing the retirement plan business is here...
401kWire.com -
Wednesday, February 5, 2014
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Reader Rating: 5
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Another Large Sponsor Changes Its 401k Match
A $500MM sponsor has switched to a one-time, lump-sum distribution to participants...
401kWire.com -
Wednesday, February 5, 2014
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In Defense of 401k
A prof who once advised a President and now advises TIAA-CREF pushes back against
retirement plan naysayers...
401kWire.com -
Wednesday, February 5, 2014
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Cue In The Regulators
What impact will all this regulator interest have on the sales and distribution of your alts?..
MutualFundWire.com -
Wednesday, February 5, 2014
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An Asset Management Data Guru Joins BrightScope
The Alfred brothers hire a leader for a brand new unit at the SoCal data shop...
401kWire.com -
Wednesday, February 5, 2014
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Reader Rating: 5
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Cassler's Team Commits to "Distribution Excellence"
Hancock mutual fund distribution bolstering resources to provide institutional-level services to advisors...
MutualFundWire.com -
Tuesday, February 5, 2013
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Reader Rating: 3
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ASPire's Agustin Outlines Company's Growth
COO outlines where company has expanded, and plans to expand, its services...
401kWire.com -
Tuesday, February 5, 2013
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Reader Rating: 5
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Three Things to Know About Calamos' Earnings
Senior management outlines plans to improve flows and investment performance...
MutualFundWire.com -
Tuesday, February 5, 2013
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Goldman's O'Neill To Retire
GSAM chair, and creator of the concept of BRIC, to leave at end of year...
MutualFundWire.com -
Tuesday, February 5, 2013
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Reader Rating: 5
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Young Participants Like 401k Apps
OneAmerica survey reveals digital divide between the generations. ..
401kWire.com -
Tuesday, February 5, 2013
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Reader Rating: 4
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ASPire Upgrades Online
Execs at the Florida RKer speak at their first annual TPA conference...
401kWire.com -
Tuesday, February 5, 2013
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Eaton Vance Has a CMO Opening
However, firm execs are currently "assessing our marketing needs."..
MutualFundWire.com -
Tuesday, February 5, 2013
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Four Sales People Sought by Asset Manager
Execs would aggressively court advisors...
MutualFundWire.com -
Tuesday, February 5, 2013
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Fidelity's TDFs Lag Competitors
Center for Due Diligence analysis shows Fido's TDF performance falls flat compared to other giants. Financial pubs pounce on the news...
401kWire.com -
Tuesday, February 5, 2013
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Reader Rating: 4.5
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ASPire Kicks-Off Its First TPA Conference
The open-architecture recordkeeper gathers 200 DC industry insiders in Orlando...
401kWire.com -
Tuesday, February 5, 2013
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Reader Rating: 5
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Niche ETFs March On
ETF launches slow, but the new products still shy away from broad market exposure...
MutualFundWire.com -
Tuesday, February 5, 2013
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Will the Bull Market Make Active Managers Popular Again?
MarketWatch doubts that active managers will ever get the love again. Too much has changed in the industry...
MutualFundWire.com -
Tuesday, February 5, 2013
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Expect SPY to Continue to Dominate
An ETF industry bigwig reflects on the product's 20-year anniversary and on what's to come...
MutualFundWire.com -
Tuesday, February 5, 2013
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Reader Rating: 5
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Fidelity's Target Funds Underwhelm
Center for Due Diligence analysis shows Fido's TDF performance falls flat. Financial pubs pounce on the news...
MutualFundWire.com -
Tuesday, February 5, 2013
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Reader Rating: 5
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One of Focus' TPAs May Face DoL Scrutiny
According to a published report, a producing third party administrator is under investigation by EBSA...
401kWire.com -
Friday, February 5, 2010
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First Trust Jumps on the Global ETF Bandwagon
Fund managers First Trust is getting ready to launch two new international exchange-traded funds...
MutualFundWire.com -
Friday, February 5, 2010
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Fidelity Makes Its Shadows More Dear
The Boston Behemoth revalues its internal company stock...
MutualFundWire.com -
Friday, February 5, 2010
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Reader Rating: 1
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Will 2010 Be the Year the SEC Takes on 12b-1?
Meanwhile, Mary Schapiro says the regulatory agency is not done with money market mutual fund reform...
MutualFundWire.com -
Friday, February 5, 2010
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Federated Gathers Industry Insiders to Ponder 'The Retirement Riddle'
The mutual fund giant builds on its DC thought leadership street cred with its second educational forum geared specifically at the retirement plan marketplace...
401kWire.com -
Friday, February 5, 2010
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As Market Recovers, Plan Sponsors Consider the Match
Two independent studies approach employer matching contributions from different angles...
401kWire.com -
Friday, February 5, 2010
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Global X Mines for New ETFs
With a line-up of all international funds, GlobalX is preparing four new metal-based ETFs..
MutualFundWire.com -
Friday, February 5, 2010
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Schapiro Sees a 'False Sense of Security' With Target Date Funds
Singing a familiar tune, the SEC chairman says she is also concerned with the set it and forget it mentality of such funds...
401kWire.com -
Friday, February 5, 2010
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Reader Rating: 4
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iShares Preps Seven International ETFs
The BlackRock ETF business is growing its already massive family...
MutualFundWire.com -
Friday, February 5, 2010
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Charlie Nelson Guarantees Income
Great-West's new savings vehicle is designed to protect a participants assets throughout retirement..
401kWire.com -
Friday, February 5, 2010
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Reader Rating: 1.67
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State Street's Latest Subprime Settlement Fills Headlines
Numerous reporters pounce on the news of the Boston firm's deal with Massachusetts and the SEC...
MutualFundWire.com -
Friday, February 5, 2010
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Virtus Makes Up AUM in 2009
Year-end earnings show that three consecutive quarters of positive inflows have boosted the company's assets...
MutualFundWire.com -
Friday, February 5, 2010
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Natixis Pushes More Funds Into the Small Plan Market
NGA's new retirement group plans to add personnel, too...
401kWire.com -
Friday, February 5, 2010
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Platinum ETFs On the Up and UP
Fund Track highlights ETF Securities' new precious metal funds...
MutualFundWire.com -
Friday, February 5, 2010
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Social(k) Saw an Uptick in Plan Additions in '08
The president of the Springfield, Massachusetts-based plan provider says the changes in the 403b landscape brought about by the regs partly drove the rise...
401kWire.com -
Thursday, February 5, 2009
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Reader Rating: 4
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Two Fidelity PMs Get Additional Duties
Fidelity changes portfolio managers in its Advisor Diversified International, Latin America and Advisor Latin America funds...
MutualFundWire.com -
Thursday, February 5, 2009
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Reserve Makes One Set of Shareholders Whole
The New York money market fund specialists finalize the liquidation of one of their offerings...
MutualFundWire.com -
Thursday, February 5, 2009
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Virtus' Distributor Rebrands
Following Virtus' spin-off from The Phoenix Cos., Virtus' broker-dealer unit is taking on a new name...
MutualFundWire.com -
Thursday, February 5, 2009
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A Fund Firm's Latest ETF Follows a Similar Vector
A New York asset manager unveils yet another exchange-traded fund...
MutualFundWire.com -
Thursday, February 5, 2009
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Tax Issues Surface As a Senate Committee Postpones Vote on Solis
Updated | Will the Labor Secretary nominee suffer the fate of Tom Daschle and Bill Richardson in the wake of a new revelation involving her husband and just-settled tax liens?..
401kWire.com -
Thursday, February 5, 2009
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Invesco Aim Adds an External Wholesaler
The Houston-based asset manager hires in the Southwest, bringing the total number of DC external wholesalers to nine...
401kWire.com -
Thursday, February 5, 2009
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Which Retirement Income Concept Clicks the Most with Consumers?
Fuse Research Network and Mast Hill Consulting ask pre-retirees and retirees about their impressions on three retirement income product concepts...
401kWire.com -
Thursday, February 5, 2009
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Will the Stimulus Package Push a Janus Sale?
An industry analyst sees big potential benefits that might make their way into the final bill still fighting through the Senate, benefits for some specific asset managers...
MutualFundWire.com -
Thursday, February 5, 2009
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Pimco Rolls Out a Fixed Income and Currency Fund
The Newport Beach, California bond fund giant is preparing for the launch of its new fund on Thursday...
MutualFundWire.com -
Thursday, February 5, 2009
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Reader Rating: 4
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Funds Flow Out As Money Fund Yields Fall Further
The WSJ provides a glimpse at the last week in the money market fund world...
MutualFundWire.com -
Thursday, February 5, 2009
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Bond Fund Managers Face an Unusual Experience
In Thursday's WSJ Fund Track, Sam Mamudi looks into how the dearth of liquidity in the credit market has affected bond fund managers...
MutualFundWire.com -
Thursday, February 5, 2009
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Principal Full-Service Sales Jumped 31 Percent in 2007
The Des Moines, Iowa-based provider ended the year with 33,053 DC plans...
401kWire.com -
Tuesday, February 5, 2008
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Russell Taps Insider for COO Post
Tom Hanley is stepping into the role of operations chief at Russell Investments...
MutualFundWire.com -
Tuesday, February 5, 2008
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New York Fund Industry Halts for the Champions
Fundies who work in New York City got some extra time off work today for the Giant's superbowl victory parade...
MutualFundWire.com -
Tuesday, February 5, 2008
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Reader Rating: 1
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Dallas and Beverly Hills Meet in B-D Deal
SWS Group has acquired Beverly Hills-based M. L. Stern & Co., Inc...
MutualFundWire.com -
Tuesday, February 5, 2008
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Reader Rating: 3
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Lincoln Posts a 4-Percent Drop in DC Q4 Income
Income from the Philadelphia company's defined contribution business fell 4.4 percent in the fourth quarter but gross deposits were up 15 percent...
401kWire.com -
Tuesday, February 5, 2008
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Reader Rating: 3.67
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Columbia Appoints Distribution Execs
The Boston-based subsidiary named a Putnam alum and two company insiders to key distribution posts. It also turned to an insider as head of equity...
MutualFundWire.com -
Tuesday, February 5, 2008
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Reader Rating: 5
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Morningstar Names Top Fund Analyst
Fund families have a new contact at Morningstar...
MutualFundWire.com -
Tuesday, February 5, 2008
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Reader Rating: 4.33
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Auditors to ExpertPlan: Excellent!
The East Windsor, New Jersey-based recordkeeper receives a seal of approval next week.
..
401kWire.com -
Tuesday, February 5, 2008
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Reader Rating: 1
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Is an Active ETF Fever About to Hit?
Active equity ETFs may be about to finally see the light of day...
MutualFundWire.com -
Tuesday, February 5, 2008
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Reader Rating: 2
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A Newbie Coal ETF from Van Eck is Off to a Volatile Start
A new Van ETF gets coverage in Tuesday's WSJ Fund Track column, along with Legg Mason's new head of international asset management and the two reopened Dodge & Cox funds...
MutualFundWire.com -
Tuesday, February 5, 2008
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Focus Funds Operator is Picked Up by a Dallas B-D
Tower Asset Management is changing hands as part of a larger deal...
MutualFundWire.com -
Tuesday, February 5, 2008
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Hartford Names SVP and COO of Wealth Management Group
The Connecticut-based firm has turned to an insider for the post...
401kWire.com -
Monday, February 5, 2007
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Reader Rating: 3
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NRP Closes in on Buckeye BD
The national network of advisors may be mere weeks away from purchasing an Ohio-based broker-dealer...
401kWire.com -
Monday, February 5, 2007
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Reader Rating: 5
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Phoenix Rises to Match
A Constitution State plan sponsor beefs up its DC plan while changing its DB incentives
..
401kWire.com -
Monday, February 5, 2007
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DWS Scudder Spruces Up Plan Sponsor Site
Enhancements include a fiduciary toolkit section and a library of articles...
401kWire.com -
Monday, February 5, 2007
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Reader Rating: 2.75
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Retirement Alphabet Soup Gets Thicker as the Bowl Gets Bigger
More than a dozen designation, certification and accreditation programs already exist in the DC business, and at least three more are in development.
..
401kWire.com -
Monday, February 5, 2007
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Reader Rating: 2.33
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SEC's Donahue To Take Closer Look At Revenue Sharing
The head of the commission's investment management division is looking into whether there are additional steps the commission should take in relation to revenue-sharing arrangements...
401kWire.com -
Monday, February 5, 2007
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Reader Rating: 5
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What Americans Do Not Know is Hurting Them
A lack of basic knowledge is keeping many potential 401k participants out of plans finds Nationwide...
401kWire.com -
Thursday, February 5, 2004
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Reader Rating: 3
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The Principal Boosts Distribution
The insurer announces the creation of a new position to support its regional wholesalers...
401kWire.com -
Thursday, February 5, 2004
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Reader Rating: 2
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Fido Offers Air Miles
The marketing deal will promote Fidelity products to 44 million frequent flyers...
MutualFundWire.com -
Thursday, February 5, 2004
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Reader Rating: 5
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Panel Mulls Consolidating Canary-Related Suits
A California panel is taking up the issue of how to organize the flood of actions filed in federal courts...
MutualFundWire.com -
Thursday, February 5, 2004
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New Class Action In Fund Scandal
Newest suit names Capital Management Investors and Security Trust...
MutualFundWire.com -
Thursday, February 5, 2004
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UBS Launches New Hedge Fund Unit
New unit will become one of largest funds in the world...
MutualFundWire.com -
Thursday, February 5, 2004
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MFS Settles; Pays $350 Million
Details of the proposed settlement include millions in fines and executive changes...
MutualFundWire.com -
Thursday, February 5, 2004
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A Congressman Joins Industry Groups to Critique Bush Plan
Opposition to the President’s retirement savings proposals starts to coalesce. ASPA, SBCA and the PSCA dissent...
401kWire.com -
Wednesday, February 5, 2003
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Reader Rating: 2.67
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Mantas Technology IDs Fund Breakpoints
This behavior detection technology analyzes investments over time, across family member accounts, and over fund purchases...
MutualFundWire.com -
Wednesday, February 5, 2003
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Metzler/Payden Opens Five European Equity Funds
The fund firm launches the new funds geared for U.S. investors. A firm honcho touts Euroland's size, diversification opp...
MutualFundWire.com -
Wednesday, February 5, 2003
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FIDO Rides Benefits Outsourcing Wave
Fidelity Employer Services eyes further growth in the multi-practice benefits-services outsourcing realm. Also, a recent survey of large companies reveals key drivers behind the trend...
401kWire.com -
Wednesday, February 5, 2003
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Reader Rating: 5
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U.S. Bancorp to Spin-off Piper Jaffray?
A recent WSJ report raised that possibility citing people familiar with the situation...
MutualFundWire.com -
Wednesday, February 5, 2003
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A Large Insurer Praises New Budget Tax Proposal
Not surprisingly, MassMutual joins the chorus endorsing the plan to eliminate the tax on mutual life insurers...
MutualFundWire.com -
Wednesday, February 5, 2003
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A Large ESOP Accuses Merrill, Solly of Stock Option Misuse
Microsoft ESOP files claims against the two brokerages for the mismanagement of option financing...
401kWire.com -
Wednesday, February 5, 2003
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Reader Rating: 4.33
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Prudential Shifts Fee Structure
The bundled provider changes its broker commission payout schedule effective February 1...
401kWire.com -
Wednesday, February 5, 2003
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Reader Rating: 4.33
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First American Renames Slate of Funds
The U.S. Bancorp fund family makes the name changes to better reflect fund strategies...
MutualFundWire.com -
Wednesday, February 5, 2003
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Janus Slices Again
One in six Janus jobs is axed in its latest rounds of cuts. The spin, once again, is that the Web is picking up the slack.
..
MutualFundWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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Bye and Bye 529
Hello, hello to a new vendor for a state's 529 plan...
MutualFundWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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Did Enron Steal 401k Assets?
That is the allegation being made by a former Enron benefits specialist in a news report...
401kWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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NYLBSI Enters New Advice Alliance
Tom Clough talks about the reasons behind the recent move...
401kWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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Catch the Media
How do fund firms get the press? Recent efforts show one way to get your message in front of reporters...
MutualFundWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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The Sounds of Silence
Global Crossing Troubles ... Woes for FleetBoston ... Boccio Promoted ... Suffolk Acquisition Complete ... Three Leave Fido...
MutualFundWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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The Sounds of Silence
Global Crossing Troubles ... Woes for FleetBoston ... Boccio Promoted ... Suffolk Acquisition Complete ... Three Leave Fido...
401kWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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Dowd Retires at SunGard
The senior vice president at the firm is stepping down...
401kWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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Kansas City Two Step
UMB creates a new unit and taps a top exec to run it...
MutualFundWire.com -
Tuesday, February 5, 2002
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Reader Rating: 3
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February 5, 2001
Fair- and Foul-Weather Fund Picks ... Review of Fund Prospectus Creative Writing ... "Don't Panic!" advises Motown Paper ... More on the Capital Gains Gut Punch..
MutualFundWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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February 5, 2001
Fair- and Foul-Weather Fund Picks ... Review of Fund Prospectus Creative Writing ... "Don't Panic!" advises Motown Paper ... More on the Capital Gains Gut Punch..
401kWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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Portfolio Planner Keeps Chugging
Sponsors are quietly signing on for advice, even while Fidelity is quietly putting together a client list for its "aggressive" education that doubles its rivals'. ..
401kWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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Cigna Revs Up Charter Funds
Cigna adds quality to its Charter Funds group by adding six new independently managed funds.
..
401kWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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Managers as Talking Heads
RSIM offers up its portfolio managers through its Web site. ..
MutualFundWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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Founders redesigns website
What did Founders add with their new website?..
MutualFundWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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Non-Profit Participants Find the Web
No dotbomb here. Fidelity reports that traffic at its Fitsco Web site has doubled in 2000...
401kWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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(Soon to Be) Fully Briefed
Skandia taps Aetna for head of its legal team...
MutualFundWire.com -
Monday, February 5, 2001
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Reader Rating: 3
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February 5, 1999:
The Week in Searches
The Weekly Roundup is a regular column examining the RFPs that appeared on our pages and the pages of other publications this week. Low-Hanging Fruit is an occasional feature that reports on possible and rumored searches in the industry...
401kWire.com -
Friday, February 5, 1999
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Reader Rating: 3
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Word on the Wire: Merger without Major Lay-Offs
According to The SF Gate, following the merger of Norwest and Wells Fargo Banks (the first Minneapolis-based, the second San Francisco-based), there will not be the same kind of lay-offs the usually accompany such mergers. ..
401kWire.com -
Friday, February 5, 1999
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Reader Rating: 3
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PEOs Merge
Digital Solutions Inc. (NASDAQ: DGSI) of Somerset, New Jersey has acquired The TeamStaff Companies of Tampa, Florida. This makes the new entity the 15th largest PEO in the country with an annual run rate of $260 million...
401kWire.com -
Friday, February 5, 1999
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Reader Rating: 3
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Certus Hires Hanley
Certus Asset Advisors (San Francisco) has hired Mark P. Hanley as senior vice president and national director of marketing and sales. His responsibilities will include planning new business development as well as marketing and sales. Hanley joined Certus from Morley Capital Management in Portland, OR. Certus, which is owned by Mellon Bank, specializes in stable value assets...
401kWire.com -
Thursday, February 5, 1998
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Reader Rating: 3
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For Thursday, February 5, 1998
Don't hold your breath in wait for the new streamlined 5500 form. The Department of Labor has announced that it is delaying the introduction of the streamlined Form 5500 Annual Report until the 1999 plan year. The DoL's stated reason for the delay is to give plans and their service providers more time to prepare for the new form. The delay is a response to public comments (the public comment period ended last Dec. 3), according to the DoL...
401kWire.com -
Thursday, February 5, 1998
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Reader Rating: 3
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