THE MUTUAL FUND STORE

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The Mutual Fund Store: 'We're busting at the seams'

The Mutual Fund Store's decision to move its headquarters to Corporate Woods was done out of necessity: It's out of space in its current location at College Boulevard and Metcalf Avenue in Overland Park. CEO John Bunch said the lease for 33,100 square feet ...

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The Business Journal
August 28, 2015
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The Mutual Fund Store Announces Investment by Warburg Pincus

NEW YORK and OVERLAND PARK, Kan., July 29, 2011 /PRNewswire/ --Warburg Pincus, a leading global private equity firm and The Mutual Fund Store today announced they are partnering to further expand and develop The Mutual Fund Store operations. The Mutual ...

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prnewswire.com
July 29, 2011
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Owner of Overland Park’s Mutual Fund Store considering sale

The sources asked not to be identified because the information is private. The Mutual Fund Store was founded by Adam Bold in 1996. In 2011, Bold sold a majority stake in the business to Warburg Pincus. He remains chairman of the company. The Mutual Fund ...

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The Kansas City Star
October 2, 2015
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Financial Engines To Acquire The Mutual Fund Store To Expand Independent Advisory Services For 401(k) Plan Participants

Financial Engines (NASDAQ:FNGN), a leading independent investment advisor 1, today announced that it has signed a definitive agreement to acquire The Mutual Fund Store, L.L.C. ("The Mutual Fund Store"), a prominent nationally-branded independent Registered ...

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The Street
November 5, 2015
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Financial Engines Reports Third Quarter 2015 Financial Results

For the company, post-acquisition, based on financial markets remaining at November 2, 2015 levels, through all of 2016, and taking into account an anticipated closing of the acquisition of The Mutual Fund Store in the first quarter of 2016, Financial ...

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Market Watch
November 5, 2015
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Where to Invest Amid Choppy Markets: Strategist

(Scroll down for his full list of picks.) In the meantime, Adam Bold, founder and CEO of The Mutual Fund Store, said he is not a fan of gold. “The price of gold has gone from $600 an ounce to over $1,400 an ounceover five years, and I’m not saying ...

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CNBC
March 29, 2011
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Robo-Advisors and Human Advisors: How They'll Work Together

The acquisition of both The Mutual Fund Store’s storefronts and its advisors provides Financial Engines with additional outlets to serve, face-to-face, participants in existing 401(k) plans. Such personalized service on such a large scale will give it a ...

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Investopedia
December 4, 2015
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Financial Engines acquires The Mutual Fund Store for $560 million

Financial Engines, the original robo-adviser that offers digital advice on 401(k) plans, has acquired Kansas City-based registered investment adviser The Mutual Fund Store for $560 million in a cash and stock deal. With the acquisition, Financial Engines ...

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Investment News
November 5, 2015
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Financial Engines acquires The Mutual Fund Store

Financial Engines, the country’s largest provider of managed accounts to 401(k) plan participants, has acquired The Mutual Fund Store for about $250 million in cash and 10 million shares of common stock, for a total price of $560 million. The acquisition ...

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benefitspro.com
November 6, 2015
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Financial Engines Buys The Mutual Fund Store for $560 Million

Sometimes called the original robo advisor, Financial Engines, which provides automatically traded managed accounts to 401(k) plans, announced Thursday it will acquire The Mutual Fund Store for $560 million in cash and stock. The Mutual Fund Store is a ...

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Wealth Management
November 5, 2015
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Financial Engines to Acquire The Mutual Fund Store for $560M

Financial Engines announced Thursday that it will acquire the big RIA firm The Mutual Fund Store from Warburg Pincus and management in a cash and stock deal valued at $560 million that the companies said expects to close late in the first quarter of 2016.

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Think Advisor
November 6, 2015
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Financial Engines Buys Mutual Fund Store For $560 Million To Expand 401(k) Services

based RIA The Mutual Fund Store for $560 million. Financial Engines President and CEO Lawrence Raffone said that his company intends to use The Mutual Fund Store’s 200 advisors to expand services to investors in 401(k) plans and provide more face-to-face ...

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Financial Advisor Magazine
November 6, 2015
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Financial Engines (FNGN) Tops Q3 EPS by 1c; Will Acquire The Mutual Fund Store in $560M Deal

Financial Engines (NASDAQ: FNGN) reported Q3 EPS of $0.24, $0.01 better than the analyst estimate of $0.23. Revenue for the quarter came in at $78 million versus the consensus estimate of $79.42 million. Financial Engines also announced that it has signed ...

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StreetInsider
November 5, 2015
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Mutual Fund Store sells for $560 million

California-based Financial Engines agreed to pay $560 million for The Mutual Fund Store LLC, a 19-year-old retailer of financial advice to fund investors. The deal, announced Thursday, involves cash and shares of publicly traded Financial Engines.

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The Kansas City Star
November 5, 2015
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Financial Engines to Acquire The Mutual Fund Store to Expand Independent Advisory Services for 401(k) Plan Participants

“We are excited to meet the growing demands of our customers and help 401(k) plan participants with their complete financial picture,” said Lawrence (Larry) Raffone, president and chief executive officer of Financial Engines. “By leveraging Financial ...

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Insurance News Net
November 6, 2015
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Financial Engines to Acquire The Mutual Fund Store to Expand Independent Advisory Services for 401(k) Plan Participants

SUNNYVALE, Calif.--(Business Wire)--Financial Engines (NASDAQ:FNGN), a leading independent investment advisor 1, today announced that it has signed a definitive agreement to acquire The Mutual Fund Store, L.L.C. (“The Mutual Fund Store”), a prominent ...

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Digital Journal
November 5, 2015
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CEO: The Mutual Fund Store sale means growth

John Bunch, CEO of The Mutual Fund Store, said the company's acquisition by Financial Engines Inc. is a great fit that should benefit everyone involved and lead to strong growth. Financial Engines will acquire the Overland Park company from Warburg Pincus ...

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The Business Journal
November 6, 2015
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Mutual Fund Store sells for $560 million

California-based Financial Engines agreed to pay $560 million for The Mutual Fund Store LLC, a 19-year-old retailer of financial advice to fund investors. The deal, announced Thursday, involves cash and shares of publicly traded Financial Engines.

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The Kansas City Star
November 5, 2015
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Nationwide partners with LPL’s personalized advice solution

The Sunnyvale, California-based leading provider of managed accounts also recently bought The Mutual Fund Store for $560 million. The acquisition allows participants in 401(k) plans provided by Financial Engines to have access to face-to-face advice at any ...

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benefitspro.com
December 7, 2015
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Warburg to exit The Mutual Fund Store

SUNNYVALE, Calif.–(BUSINESS WIRE)–Financial Engines (NASDAQ:FNGN), a leading independent investment advisor 1, today announced that it has signed a definitive agreement to acquire The Mutual Fund Store, L.L.C. (“The Mutual Fund Store”), a prominent ...

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Private Equity Hub
November 5, 2015
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Financial Engines to Acquire The Mutual Fund Store to Expand Independent Advisory Services for 401(k) Plan Participants

Financial Engines (FNGN), a leading independent investment advisor 1, today announced that it has signed a definitive agreement to acquire The Mutual Fund Store, L.L.C. (“The Mutual Fund Store”), a prominent nationally-branded independent Registered ...

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Yahoo Finance
November 5, 2015
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The Mutual Fund Store adds new products, services as it eyes eventual IPO

Three years after taking over leadership of The Mutual Fund Store from its charismatic, straight-shooting founder, Adam Bold, John Bunch is starting to make his mark by expanding its products and services. The company is expanding its financial planning ...

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Investment News
February 15, 2015
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The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force

Brooke’s Note: We have seen some big-name private equity firms appear on the RIA scene like AMG and Carlyle Group. See: The 19 ways private equity has juiced up the RIA business and how it’s working out. But then they’re never heard much from again.

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RIA Biz
February 18, 2013
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Mutual Fund Store acquires Stuart Woodbury Insurance

Although Woodbury Insurance offers various kinds of life insurance, the Mutual Fund Store plans to focus on term life insurance. The Mutual Fund Store, an Overland Park-based chain of 124 stores nationwide, has acquired a local life insurance agency to ...

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The Kansas City Star
February 6, 2015
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Colliers Finalizes Lease to The Mutual Fund Store LLC

LAS VEGAS – Colliers International – Las Vegas announced the finalization of a lease to The Mutual Fund Store LLC. The approximately 2,246-square-foot office property is located at 7201 W. Lake Mead Blvd. in Las Vegas. Ryan Martin, SIOR, CCIM ...

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Nevada Business Magazine
February 3, 2015
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The Mutual Fund Store Launches Initiative To Boost Retirement Education And Preparedness

OVERLAND PARK, Kan., June 9, 2014 /PRNewswire/ -- The Mutual Fund Store, a collective system of Registered Investment Advisors (RIA) with more than 100 offices nationwide, announces a new initiative to help hardworking Americans establish a financial plan ...

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StreetInsider
June 9, 2014
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Warburg Pincus Buys Majority Stake In The Mutual Fund Store

Warburg Pincus LLC, a New York City-based private equity firm, has bought a majority stake in The Mutual Fund Store, company officials announced on Friday. The companies declined to provide financial details of the deal. The Mutual Fund Stores, a national ...

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Financial Advisor Magazine
August 1, 2011
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The Mutual Fund Store Announces Investment By Warburg Pincus

NEW YORK and OVERLAND PARK, Kan., July 29, 2011 /PRNewswire / --Warburg Pincus, a leading global private equity firm and The Mutual Fund Store today announced they are partnering to further expand and develop The Mutual Fund Store operations. The Mutual ...

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The Street
July 28, 2011
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Mutual Fund Store enjoys bullish run since sale

The Mutual Fund Store has zoomed along in the 18 months since it changed owners. CEO John Bunch said he has no intention of lifting his foot off the gas. "We've just started," Bunch said. "We're in 120 locations. It wouldn't shock me if we were at 220 or ...

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The Business Journal
November 27, 2013
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Key Executives for The Mutual Fund Store, LLC

To contact The Mutual Fund Store, LLC, please visit . Company data is provided by Capital IQ. Please use this form to report any data issues.

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Bloomberg
June 22, 2015
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National Survey Shows Americans Concerned About Ability To Support Aging Parents In Retirement

A Place for Mom Partners with The Mutual Fund Store to Share Findings from a Retirement & Senior Care Survey Along with Tips on Retirement Finances SEATTLE, May 27, 2015 /PRNewswire/ -- A survey released today is shedding light on the need for increased ...

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New Jersey Online
May 27, 2015
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National Survey Shows Americans Concerned About Ability To Support Aging Parents In Retirement

A Place for Mom, the nation's largest senior living referral service and The Mutual Fund Store(®), one of the nation's largest systems of Registered Investment Advisers(1), commissioned the survey which was conducted online in April by Harris Poll.

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4 Traders
May 27, 2015
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Financial Tips for Sandwich Generation Caregivers

Sandwich generation caregivers sometimes have it most difficult ... management with a focus on doing what’s right for its more than 34,000 clients, The Mutual Fund Store is a nationwide system of registered investment advisors, which include affiliated ...

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aplaceformom.com
August 2, 2013
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Adam Bold: The Mutual Fund Store is not for sale

The Mutual Fund Store is not on the block, according to its owner. The Overland Park, Kan. franchiser will continue to execute its ambitious growth plans under its current ownership, says Adam Bold, CEO and founder of the 15 year-old company, in an interview.

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RIA Biz
June 26, 2011
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Baby Boomers Face Problems Caring For Elderly Parents

A new survey sponsored by A Place for Mom and The Mutual Fund Store, shows that 28 percent of Americans whose parents are still living say they already are and will need to support their parents at some point. The difficulty with that is the 86 percent of ...

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The Huffington Post
July 17, 2015
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Fees Will Kill Your Returns But Nobody Seems To Care

English: The Mutual Fund Store office, 37308 Six Mile Road, Livonia, Michigan (Photo credit: Wikipedia) If I discovered my doctor received a ‘kickback’ of cash for every procedure and drug I was prescribed, I would be pretty upset. So why aren’t even ...

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Forbes
June 18, 2012
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The Mutual Fund Show®

In addition to host of The Mutual Fund Show®, Bold is founder of The Mutual Fund Store®, the first nationally-branded, independent registered investment advisory organization in the United States. Denny and Andy Smith joined the show in 2012. They know ...

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WTAM1100
July 31, 2014
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CORRECTED - Mutual Fund Store in deal talks, CEO says

(In paragraph 9, corrects first reference to the Mutual Fund Store) BOSTON/NEW YORK, June 27 (Reuters) - The Mutual Fund Store, an investment advisory firm for retail investors, is engaged in deal talks, Chief Executive Adam Bold told Reuters on Monday ...

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Reuters
June 27, 2011
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National Survey Shows Americans Concerned About Ability To Support Aging Parents In Retirement

A Place for Mom, the nation's largest senior living referral service and The Mutual Fund Store ®, one of the nation's largest systems of Registered Investment Advisers 1, commissioned the survey which was conducted online in April by Harris Poll.

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Yahoo Finance
May 27, 2015
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Former UMB Financial Corp. Regional President named National Sales Manager of The Mutual Fund Store(TM)

September 18, 2007 // Franchising.com // OVERLAND PARK, Kan. — The Mutual Fund Store™ today announced the hiring of Bryan Clark as national sales manager to spearhead the firm's client retention and asset accumulation objectives. In his new post, Clark ...

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Franchising
September 17, 2007
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Should You Invest in Individual Bonds or Bond Funds?

There are several advantages and disadvantages to investing in Bond Mutual Funds and ETFs vs. Individual Bonds. English: The Mutual Fund Store office, 37308 Six Mile Road, Livonia, Michigan (Photo credit: Wikipedia) 1. Diversification: By combining the ...

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Forbes
June 12, 2012
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30 Under 30: Christopher Braudis, The Mutual Fund Store LLC

In 2000, he helped the VC firm fund the launch of The Mutual Fund Store LLC, an independent fee-only investment advisory business. "After extensive due diligence and negotiations, I helped to create the business partnerships between Adam Bold (Mutual Fund ...

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The Business Journal
July 18, 2004
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The Mutual Fund Store Launches Initiative To Boost Retirement Education And Preparedness

OVERLAND PARK, Kan., June 9, 2014 /PRNewswire/ -- The Mutual Fund Store, a collective system of Registered Investment Advisors (RIA) with more than 100 offices nationwide, announces a new initiative to help hardworking Americans establish a financial ...

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Insurance News Net
June 9, 2014
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Overland Park-based Mutual Fund Store sues franchise owner

The Mutual Fund Store, based in Overland Park, has sued to displace one of its franchise operators whom it described as a “prolific gambler” late in paying bills. The dispute covers four stores owned by St. Louis area lawyer Jeffrey L. Roper ...

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The Kansas City Star
November 6, 2013
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Boomers need income stream in retirement

Managing Director of Retirement Solutions at The Mutual Fund Store. Check out this story on USATODAY.com: http://usat.ly/1mN2Kuc People need to plan to provide income for themselves in retirement with the same care and diligence in which they save for ...

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USA Today
June 3, 2014
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