Articles tagged "The Mutual Fund Store"


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Hitting a robo wall, Financial Engines buys The Mutual Fund Store for $560 million to bust out of 401(k) confines

The Sunnyvale, Calif.-based robo colossus needed human advisors, and the radio RIA liked having a non-radio source of new clients

November 5, 2015 — 11:15 PM UTC

The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force

With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm

February 19, 2013 — 5:13 PM UTC

Fidelity launches major division in Denver with an 'ETF quarterback' calling the shots

The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded

September 17, 2012 — 4:56 AM UTC

Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin

Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer

April 17, 2012 — 3:49 AM UTC

Unfazed by declining assets, VC-backed Covestor has another go with a new CEO and some concessions to the old-fashioned machinery of investment advice

The good news is that it has 400 clients -- up from 150 a year ago -- but can the company still be seen as primarily web-based?

March 23, 2012 — 4:25 AM UTC

The top 10 people to watch in the RIA business in 2012, Part 2

Keeping an eye on those gaining the most ground in the fleet-footed RIA industry

March 13, 2012 — 4:18 AM UTC

A few words with John Bunch as he steps into the CEO spot at The Mutual Fund Store

Getting recruited away from TD Ameritrade was a shock but ultimately one that captured his heart

February 14, 2012 — 6:04 AM UTC

How Warburg Pincus plans to grow The Mutual Fund Store several-fold

National advertising, a shift to more company stores from franchises, delivering services by an e-commerce site and using ETFs are on the table at The Mutual Fund Store

August 1, 2011 — 5:34 AM UTC
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