Articles tagged "The Mutual Fund Store"


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Power Player: Larry Raffone is racing to 'lock up' the 401(k) market by taking its robo head start and combining it with a semi-national RIA

One analyst calls Financial Engines' Personal Advisor a 'massive long-term opportunity' but the rollout is slow and details are scant

9 hours ago

John Bunch climbs high at Financial Engines as two execs vacate power spots and rollover retail gets accorded higher priority

Former TD retail chief's rise shows what Larry Raffone has in mind for old Mutual Fund Store machinery as Raffone works to make his mark at Financial Engines

April 20, 2017 — 10:43 PM UTC

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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