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Rating:The Most Popular Stories of 2020 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 31, 2020

The Most Popular Stories of 2020

Reported by Neil Anderson, Managing Editor

Here's a look back on 2020 and the most-read stories each month in the advisor-sold asset management industry.

Jennifer M. "Jenny" Johnson
Franklin Resources, Inc.
President, CEO
The 16 Most-Admired Fund Firms (January 23)
A number of U.S. asset managers (and parents of U.S. asset managers) landed on a business magazine's new list.

Franklin Buys an $806B-AUM Rival (February 18)
The $4.5-billion, all-cash deal was expected to close in Q2.

Help FAs Navigate the Crisis (March 20)
A trade group offered advisors perspectives from a host of different asset managers.

A Consultant to Fundsters Dies (April 30)
He co-founded a consulting firm that has supported some of the world's biggest asset managers.

A Multi-Boutique's Ex-CEO Dies At 59 (May 28)
The executive was a founding principal at the publicly traded, acquisitive asset manager.

A Putnam C-Suite Alum Joins a Fund Firm's Parent's Board (June 5)
The exec also sits on a board for an ETF family and a BDC.

The Neuberger Team Mourns an Ex-MF Chief (July 24)
The former exec spent more than 38 years at the Gotham asset manager.

Time to Prepare Now for the Future of Wholesaling (August 10)
A reader shared what she was hearing from sales manager about how they're preparing.

A Subadvised Startup Opens, With an ESG Quant Ally (September 29)
The entrepreneurs are also teaming up with an active ETF player and a series trust.

Trump or Biden? Gundlach Predicts (October 29)
Yet the DoubleLine chief said he wasn't as confident as he was when he called it in 2016.

Victory Will Buy a 38-Year-Old Equity Team (November 5)
The deal will add a tenth investment franchise to the publicly traded multiboutique.

Bye, Bye, Pioneer, Except ... (December 1)
Amundi is rebranding its U.S. asset management arm. 

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  1. 2022 ICI Leadership Summit, May 25-26
  2. ALFI Roadshow to New York, May 25
  3. 2022 IDC Fund Directors Workshop, May 26
  4. Irish Funds Annual Global Funds Conference 2022, May 30-31
  5. WealthManagement Edge, May 31 - June 3
  6. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  7. 28th annual Expect Miracles East Coast Classic, June 9
  8. 2022 Sohn Investment Conference, June 9
  9. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  10. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  11. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  12. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  13. 2022 MMI Emerging Asset Managers Forum, June 23
  14. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  15. Financial Planning INVEST, Jun 28-29
  16. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  17. MFDF Director Discussion Series - Open Forum (New York), July 20
  18. 2022 MMI Distribution Leadership Forum, Jul 20-21
  19. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  20. MFDF webinar - Performance, Perception and Manager Selection, September 14
  21. 2022 ICI Tax and Accounting Conference, Sep 18-21
  22. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  23. Nicsa Fearless Leadership Symposium, Oct 6-7
  24. 2022 MMI Annual Conference, Oct 19-21
  25. 2022 IDC Fund Directors Conference, Oct 24-26
  26. 18th annual Expect Miracles Wine & Spirits Event, October 27

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