Articles tagged "The Mutual Fund Store"
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Ric Edelman's RIA empire to merge with legacy The Mutual Fund Stores in $3-billion deal that takes Financial Engines private
Hellman & Friedman stake the eye-popping sum in cash to outright own an RIA with nearly $195 billion of AUM including robo-advised 401(k) assets
April 30, 2018 at 11:57 PM
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
June 26, 2017 at 6:56 PM
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 at 10:43 PM
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 at 11:15 PM
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 at 5:13 PM
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 at 4:56 AM
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 at 3:49 AM
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 at 4:25 AM
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 at 4:18 AM
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 at 6:04 AM
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
