MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2024
A KY Ameritas Alum Joins BPAS
The new hire will serve on the recordkeeper's wholesaling team...
401kWire.com -
Monday, October 21, 2024
How Many PEP Clients Are New to Offering Plans?
New research from a recordkeeper offers a glimpse at the adopting employers who have signed on to pooled employer plans so far...
401kWire.com -
Monday, October 21, 2024
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Reader Rating:3
Week In Preview, October 21 - October 27
This week, the teams at ASPPA, DoL, ERISApedia, P&I, PlanAdviser, Principal, Spark, and WIPN will host events...
401kWire.com -
Monday, October 21, 2024
Week In Preview, October 21 - October 27
This week, the teams at AB, Ameriprise, Expect Miracles, Federated Hermes, IDC, IMEA, Informa, Invesco, M*, Northern Trust, Principal, Virtus, and WE will host events...
MutualFundWire.com -
Monday, October 21, 2024
A Bond ETF Startup Wins In September
The M* team updates U.S. flows data for September 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 21, 2022
An 8-Year MassMutual Vet Joins MissionSquare
The executive now serves as a managing vice president at the government-plan-focused recordkeeper...
401kWire.com -
Friday, October 21, 2022
An RKer's New Solok Revives an Old Alliance
The new program, which debuted last month, features an investment lineup from a familiar mutual fund giant...
401kWire.com -
Friday, October 21, 2022
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Reader Rating:5
Long-Term Flows Rebound By $9B
The Refinitiv Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, October 21, 2022
Gatch Remains, Anointing Stevens' Successor
An industry trade group will gain a new chief next month, in advance of its long-time chief's retirement. Yet the chairman is staying on for another term...
MutualFundWire.com -
Wednesday, October 21, 2020
Nationwide Preps an In-Plan Ret Income Suite
The new products will start rolling out late this year and continue into 2021...
401kWire.com -
Wednesday, October 21, 2020
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Reader Rating:2.67
Voya Is NOT Lost In Translation
Voya launches a new service to support Spanish speaking participants. Two more languages are up next...
401kWire.com -
Wednesday, October 21, 2020
Ark's Pace Slows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 21, 2020
EvoShare Adds an App and More
Eugeny Prudchyenko and his team are making a couple of upgrades at the 401(k) cashback shop...
401kWire.com -
Wednesday, October 21, 2020
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Reader Rating:5
Voya's Keating Hires In Chi-Town
The new addition joins the provider's large corporate market channel, with a focus on the Midwest...
401kWire.com -
Monday, October 21, 2019
Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2019
Congruent's Jayaraman Hires a SunGard Vet
The exec will spearhead a back-office firm's sales efforts with 401(k) recordkeepers and TPAs...
401kWire.com -
Monday, October 21, 2019
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Reader Rating:2
Four Years In, an RKer's Chief Passes the Reins
A retirement and mutual fund sales veteran will take over an East Coast recordkeeper next month...
401kWire.com -
Monday, October 21, 2019
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Reader Rating:3.75
Week In Preview, October 21-27
This week the teams at IDC, IWI, and Opal are hosting events, and a host of asset managers are releasing earnings...
MutualFundWire.com -
Monday, October 21, 2019
Week In Preview, October 21-27
This week the teams at Prudential and WiPN are hosting events, and a provider's parent is releasing earnings...
401kWire.com -
Monday, October 21, 2019
Faust Makes a $12.3B SRI Acquisition
Updated | Boston-based Eaton Vance is buying an insurer's mutual fund shop...
MutualFundWire.com -
Friday, October 21, 2016
Two Financial Firms Merge To Form an RIA
Today, two investment management firms have come together to form an RIA with more than $1 billion AUM...
401kWire.com -
Wednesday, October 21, 2015
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Reader Rating:4
Has Reuters Found Its Next Toonkel?
The wire service hires a trade reporter to cover the investment management beat...
MutualFundWire.com -
Wednesday, October 21, 2015
Pfeiffer Shares His Vision For MMI
He talked with reporters yesterday, on the eve of his first MMI conference as chief...
MutualFundWire.com -
Wednesday, October 21, 2015
Is Pimco Done Bleeding?
Outflows ticked up a bit last month, but they were still way down from previous quarters...
MutualFundWire.com -
Wednesday, October 21, 2015
Seen and Heard at CFDD 2014
Industry insiders from the advisor-sold end of the DC marketplace gathered in San Antonio last week...
401kWire.com -
Tuesday, October 21, 2014
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Reader Rating:1
A KPA In Tennessee Rock and Rolls to a Different B-D
A fellow 401(k) plan advisor (KPA) located in the volunteer state, a U.S state that has played an instrumental role in the development of rock and roll, just said sayonara to one B-D and hello to another.
..
401kWire.com -
Tuesday, October 21, 2014
DeNigris Adds to MassMutual's Taft-Hartley Team
As one team member retires, five more join and two rise in the provider's union-focused retirement plan unit...
401kWire.com -
Tuesday, October 21, 2014
A 401k Vet Flies With Cafaro Greenleaf
...a former U.S Air Force veteran just joined a New Jersey-based boutique shop...
401kWire.com -
Tuesday, October 21, 2014
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Reader Rating:5
Conway: Invesco Sell-Off Is An Overreaction
Invesco stock is down 6 percent since Woodford announced his departure, but no one knows how much client money may follow him. ..
MutualFundWire.com -
Monday, October 21, 2013
Zacks Names Top Five Growth Funds
The top five growth mutual funds all returned about 30 percent in the past year. ..
MutualFundWire.com -
Monday, October 21, 2013
DoubleLine Subadvises, In Luxembourg
European asset manager will launch a product that mimics a DoubleLine equity fund...
MutualFundWire.com -
Monday, October 21, 2013
Google's 401k Search Is Over
Google has chosen incumbent provider Vanguard as the recordkeeper for its jumbo 401(k) plan, in an RFP that also saw Aon Hewitt and Putnam vying for the job. ..
401kWire.com -
Monday, October 21, 2013
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Reader Rating:3.75
First Trust Unveils a Tactical ETF
Product will invest up to a quarter of its assets in commodity futures...
MutualFundWire.com -
Monday, October 21, 2013
Aquila Redecorates
Fund firm refurbishes product names, website and brand...
MutualFundWire.com -
Monday, October 21, 2013
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Reader Rating:5
New York Life Wins a $20MM Plan
Rain CII, an industrial carbon company, has appointed New York Life to run its 401(k) plan. ..
401kWire.com -
Monday, October 21, 2013
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Reader Rating:2
30MM Shares of ING U.S. Are Set to Hit the Market
ING Group this morning announced its plan to issue 30 million shares of ING U.S. in a secondary public offering. ..
401kWire.com -
Monday, October 21, 2013
A WisdomTree Fund Grows in Germany
The new product expands the company's family of currency hedge equity ETFs. ..
MutualFundWire.com -
Monday, October 21, 2013
Academic: One-Legged Stools Won't Hold Up
An economist at The New School's Schwartz Center for Economic Policy Analysis and frequent collaborator with 401(k) critic Teresa Ghilarducci talks about her most recent findings and research...blasting 401(k)s in the process. ..
401kWire.com -
Monday, October 21, 2013
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Reader Rating:1
SEC Hires a Legg Mason Vet
The Legg Mason veteran will lead the investment adviser and investment company examination program at the SEC...
MutualFundWire.com -
Friday, October 21, 2011
PowerShares Serves Up a New Branding Bet
The ETF provider takes a passing shot at a tennis sponsorship in 2012 after its parent punts on its Denver Broncos bet. ..
MutualFundWire.com -
Friday, October 21, 2011
Participants Want Guaranteed Income Products
A new Prudential poll says the majority of participants are in favor of a guaranteed income product in their plans...
401kWire.com -
Friday, October 21, 2011
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Reader Rating:4.25
Bruce No Longer Has His Charlie
Berkowitz's former president lives next door...
MutualFundWire.com -
Friday, October 21, 2011
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Reader Rating:1
Janus CEO Calls the Errors 'Unacceptable'
Dick Weil addresses the errors that caused the company to reimburse clients millions of dollars...
MutualFundWire.com -
Thursday, October 21, 2010
DoL Proposes an Updated Definition of 'Fiduciary'
Labor officials on Thursday unveiled a proposal that will broaden the definition of fiduciary.
..
401kWire.com -
Thursday, October 21, 2010
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Reader Rating:5
Mutual Fund Admin Errors Cost Janus $13.6 Million
The Denver firm had net income of $32.5 million in the three months ended September 30. Also in the third quarter, the firm reimbursed clients $13.6 milion due to fund administrative errors...
MutualFundWire.com -
Thursday, October 21, 2010
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Reader Rating:5
Which Morgan Stanley PMs are Invesco-Bound?
The bank reveals which portfolio management teams will stick around and which will make the move to their new owners...
MutualFundWire.com -
Wednesday, October 21, 2009
Healy Trades Fidelity for Private Equity
The Boston Behemoth is looking for a new head of relationship management for its clearing business in the wake of Mark Healy's departure...
MutualFundWire.com -
Wednesday, October 21, 2009
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Reader Rating:4
JPMorgan and Consultants Bring Reish to Train 403b Sponsors
A regional benefits consulting firm partners with an I-O powerhouse and a DC legal eagle to help educate a changing segment of the retirement plan marketplace...
401kWire.com -
Wednesday, October 21, 2009
Pru Answers Distress Call
The plan provider unveils the latest ads in its Who? Pru campaign...
401kWire.com -
Wednesday, October 21, 2009
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Reader Rating:3
An ICI Study Shows Contribution Consistency
Through June, only 4.7 percent of plan participants stopped contributions...
401kWire.com -
Wednesday, October 21, 2009
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Reader Rating:2.5
ING's Smith Lunches with CNBC
Catherine Smith shares her thoughts on retirement planning trends with CNBC's Michelle Caruso-Cabrera...
401kWire.com -
Wednesday, October 21, 2009
FBR Does a Deal
The transfer of assets into FBR's funds will take place next year...
MutualFundWire.com -
Wednesday, October 21, 2009
AMG Has a New Face in the Boardroom
The Boston firm has tapped an alternative investment management executive for a board seat...
MutualFundWire.com -
Wednesday, October 21, 2009
One in Four CFOs Plan Match Cuts
Employee benefits top the worry list for finance executives...
401kWire.com -
Wednesday, October 21, 2009
Two Hartford Funds Get Hitched
Value Opportunities HLS will be folded into Value HLS...
MutualFundWire.com -
Wednesday, October 21, 2009
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Reader Rating:5
SEI Boosts Earnings as Assets Recover a Bit
The investment management back office specialists unveil their third-quarter results...
MutualFundWire.com -
Wednesday, October 21, 2009
Vanguard's Volpert Talks TIPS
The co-manager of the world's largest TIPS fund offers his predictions for next year...
MutualFundWire.com -
Wednesday, October 21, 2009
Ameriprise to Reserve: Reveal the Tip-Off Tapes
The lawsuit over the Primary Fund that broke the buck continues, as the brokerage asks to reveal the evidence it claims will prove that the money fund firm warned some investors in advance...
MutualFundWire.com -
Tuesday, October 21, 2008
Fed Unveils New Help for Money Market Funds
On Tuesday the Fed launched a program to finance purchases of as much as $540 billion worth of money market mutual fund assets...
MutualFundWire.com -
Tuesday, October 21, 2008
Principal Adds Web Content en Español
The Des Moines, Iowa-based provider has added Spanish-language content to its Web site...
401kWire.com -
Tuesday, October 21, 2008
Pimco's Rodosky Favors Gov't Wraps Over Governments
The increase in Total Returns holdings in mortgage backs and GSE debt reflects a Pimco strategy to cash in on spreads...
MutualFundWire.com -
Tuesday, October 21, 2008
Gabelli Beats the Street
GAMCO Investors, Inc., the advisor to the Gabelli funds, reported net income for the third quarter of $19.4 million, or $0.64 per diluted share, far above analysts' expectations of $0.50 per share .....
MutualFundWire.com -
Friday, October 21, 2005
Fido Clones Target-Date Funds for Canada
Fidelity is bringing clarity to Canada. The fund firm's Canadian arm plans to sell retail versions of its target-date retirement funds beginning on November 3, but under a different moniker .....
MutualFundWire.com -
Friday, October 21, 2005
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Reader Rating:2.33
Mellon Revenue Remains Steady at ACS
There were no surprises -- good or bad -- with Mellon's results over at ACS...
401kWire.com -
Friday, October 21, 2005
Ex-Mellon HR&IS Head Joins ADP
The executive will be responsible for ADP's Brokerage Services, Securities Clearing & Outsourcing Service, Dealer Services and Claims Services businesses...
401kWire.com -
Friday, October 21, 2005
Fiserv's Q3 Earnings Beat Estimates
Internal growth for the Fiserv ISS group was five percent in the third quarter...
401kWire.com -
Friday, October 21, 2005
Delaware Names Institutional Exec
Janet Trombley was named senior vice president and head of Delaware Investments' Institutional Client Services group .....
MutualFundWire.com -
Friday, October 21, 2005
Is Fidelity Going After the Ultra Wealthy?
Fidelity Investments is testing a new platform designed to provide ultra high-net worth families a comprehensive view of all of their assets .....
MutualFundWire.com -
Friday, October 21, 2005
Fidelity Paying for Research Out-of-Pocket
Fidelity has begun paying for Lehman Brothers research with real dollars and not soft dollars, reports several news sources .....
MutualFundWire.com -
Friday, October 21, 2005
MassMutual Names RMAP Head
The insurer promotes from within for a new head of its Retirement Matters Accumulation Product...
401kWire.com -
Thursday, October 21, 2004
DoL Points to Increased Enforcement Record in 2004
Was it election year posturing, better policing or more bad actors? Whatever the reason, the DoL reports record-breaking figures for 2004...
401kWire.com -
Thursday, October 21, 2004
ExpertPlan Adds West Coast Presence
The outsourced recordkeeper has tapped an industry veteran to oversee its West Coast relationships...
401kWire.com -
Thursday, October 21, 2004
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Reader Rating:5
Pentegra Rebrands
The plan provider has kicked off a branding campaign to differentiate itself from competitors...
401kWire.com -
Thursday, October 21, 2004
Strong Tacks With New Advice Service
The bundled provider has tapped a new partner for its second generation product. It is also unafraid to make participants pay up for the service...
401kWire.com -
Tuesday, October 21, 2003
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Reader Rating:3
PFPC Offers 529 Aggregation to Clients
The college savings plan recordkeeper promises to tie the myriad of data together for its clients...
MutualFundWire.com -
Tuesday, October 21, 2003
Carolina Firm Promises Sales Leads
The 401k platform maker is promising cross selling leads to advisors and providers...
401kWire.com -
Tuesday, October 21, 2003
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Reader Rating:5
Bundled Vendor to Support New Comparability Plans
One of the top ten providers will work with small sponsors to support their new comparability plans...
401kWire.com -
Tuesday, October 21, 2003
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Reader Rating:2
Consultant Opens NC Office
Milliman expands its employee benefits consulting practice...
401kWire.com -
Tuesday, October 21, 2003
TSP Issues RFI for New Funds
The largest DC plan of them all is exploring new options for federal workers to invest in...
401kWire.com -
Tuesday, October 21, 2003
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Reader Rating:3
SEC Clarifies Disclosure Needs for Government Funds
Funds cannot relegate disclosure of substantial investments in agency debt to statements of additional information...
MutualFundWire.com -
Tuesday, October 21, 2003
Is Putnam Next?
The fund scandal may be about to claim a seventh fund firm...
MutualFundWire.com -
Tuesday, October 21, 2003
Kansas Bank Expands Its DC Package
The bank is one of numerous deals signed, and there's more in the pipeline, says the head of a winning outsourced recordkeeper...
401kWire.com -
Monday, October 21, 2002
MetLife Makes it Official
The insurer rolls out a new product and shakes up its sales force...
401kWire.com -
Monday, October 21, 2002
GE Eyes Wrap Account World
The blue chip giant aims to grow its private-asset management business via acquisitions and internal growth...
MutualFundWire.com -
Monday, October 21, 2002
PA Firm Enhances Wrap Program
A leader in managed accounts unveils an upgraded program featuring tax optimization...
MutualFundWire.com -
Monday, October 21, 2002
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Reader Rating:4
S&P to Provide Fund Content to E*Trade
The fund tracker is getting its data in front of the E*Trade customer base...
MutualFundWire.com -
Monday, October 21, 2002
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Reader Rating:5
CUNA Selects Enrollment Kit Maker
The bundled provider has announced the winner of its search for a vendor to build its custom enrollment kits...
401kWire.com -
Monday, October 21, 2002
E*Trade Adds Amidex35 Fund
U.S. Investors are now able to purchase an Israeli mutual fund through E*Trade's fund center...
MutualFundWire.com -
Thursday, October 21, 1999
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Reader Rating:3
*All rates are for non-benefit responsive, investment-only contracts with a value of $5 million. Rates are net of all expenses, with no commissions payable. Treasury quotes are for close of business Wednesday.
Vendor Hunts for Sales Exec
The alliance of JP Morgan|American Century is looking for three new executives for its sales team, a spokesperson with the firm told the 401kWire.com. The individuals would serve on the American Century side of the business...
401kWire.com -
Thursday, October 21, 1999
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Reader Rating:3
Vendor Zeroes in on Education
ReliaStar is looking to offer its clients education has sent an RFP to 13 vendors...
401kWire.com -
Thursday, October 21, 1999
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Reader Rating:3
AMG Acquires Boston Wealth Manager
AMG has agreed to acquire a majority interest in a Boston separate accounts manager, adding another to its 14 affiliates. In separate news, AMG has a new president and chief operating officer...
MutualFundWire.com -
Thursday, October 21, 1999
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Reader Rating:3
Alert 2000
When you're in the risk management business an "Alert" is necessary when there is a breach...
401kWire.com -
Thursday, October 21, 1999
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Reader Rating:3
Odd Lots, October 21, 1999
Is the Internet fad over? ... Taking your customers with you ... Bogle criticizes lack of fund governance ... Schwab goes down again ... Sun Life to go public...
MutualFundWire.com -
Thursday, October 21, 1999
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Reader Rating:3
Vanguard Reupholsters
Hickory, North Carolina-located Vanguard Furniture Company has tapped First Union (NYSE: FTU) to provide bundled service to the sponsor's new 401(k) plan, which is a consolidation of an old 401(k) plan and the profit-sharing plan, a spokesperson with First Union told the 401kWire.com. The plan has 500 participants and approximately $15 million in assets...
401kWire.com -
Wednesday, October 21, 1998
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Reader Rating:3
Hard Times Are Here
Even the recent rebound in the financial markets is failing to put a stop to the bad news. For weeks rumors of coming layoffs have enveloped the financial services markets. Now, the first signs of the bad news are out. Yesterday more news of hiring freezes and layoffs was circulated...
401kWire.com -
Wednesday, October 21, 1998
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Reader Rating:3
PNC Upgrades, Will Offer Late-Day Trading
Pittsburgh, Pennsylvania-headquartered PNC Bank (NYSE: PNC) has been working on improvements to its bundled 401(k) product, Vested Interest(R), a bundled service...
401kWire.com -
Wednesday, October 21, 1998
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Reader Rating:3
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Reader Rating: 3
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