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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
January
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.

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

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

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

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

June
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.

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

August
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.

September
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.

October
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.

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

December
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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