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Rating:12 of MFWire's Most Popular Stories of 2022 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 30, 2022

12 of MFWire's Most Popular Stories of 2022

Reported by Andrew Lusk

Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:

January
Pondering a Robo's $1.4B Price Tag (January 27)
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.

Eduardo A. Repetto
Avantis Investors
Chief Investment Officer
February
From $5B to $10B in 10 Months (February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.

March
The 29 Most Influential Women in the U.S. Fund Biz (March 8)
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.

April
A $231B-AUS Firm Adds a Small Cap Fund (April 6)
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.

May
A $2.6T-AUM Firm Debuts Its 41st ETF (May 5)
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.

June
An 85-Year-Old Firm Preps 8 ETFs (June 8)
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.

July
MMI Pushes a Conference Back Four Months (July 20)
An industry trade group moves a key in-person event to the fall at members' requests.

August
A Gotham PM Dies at 42 (August 11)
Insiders mourn the loss of a New York City ETF expert.

September
Fundsters Golf to Support DEI (September 13)
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.

October
20 Fund Firms Win Big With FAs (October 5)
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.

November
An Ex-PIMCO EVP Co-Founds an RIA (November 2)
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.

December
In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm (December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 

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  1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  2. IMEA webinar - Snapshot on the Talent Landscape, June 18
  3. 2024 MMI National Accounts Roundable, June 18
  4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
  5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  6. New York YPEM Cornhole Classic, June 25
  7. Celebrating 100 Years of the Mutual Fund, June 25
  8. 2024 MMI Institutional Roundtable, June 26
  9. Morningstar Investment Conference Conference 2024, Jun 26-27
  10. WE PNW Seattle - Pickleball and Networking, June 27
  11. Celebrating 100 Years of the Mutual Fund, July 11
  12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  14. MFDF Director Discussion Series - Open Forum (New York), July 23
  15. IMEA Portfolio Construction Roundtable, September 19
  16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
  17. 2024 MMI Annual Conference, Oct 15-17
  18. IMEA Philanthropic Day, October 22
  19. IMEA Leadership Summit, October 23
  20. IMEA Star Awards Celebration, October 23
  21. IMEA Marketing Summit, October 24
  22. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  23. MFDF Director Discussion Series - Open Forum (Denver), November 6
  24. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  25. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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