Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:
Pondering a Robo's $1.4B Price Tag
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.
| Eduardo A. Repetto|
Chief Investment Officer
From $5B to $10B in 10 Months
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.
The 29 Most Influential Women in the U.S. Fund Biz
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.
A $231B-AUS Firm Adds a Small Cap Fund
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.
A $2.6T-AUM Firm Debuts Its 41st ETF
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.
An 85-Year-Old Firm Preps 8 ETFs
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.
MMI Pushes a Conference Back Four Months
An industry trade group moves a key in-person event to the fall at members' requests.
A Gotham PM Dies at 42
Insiders mourn the loss of a New York City ETF expert.
Fundsters Golf to Support DEI
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.
20 Fund Firms Win Big With FAs
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.
An Ex-PIMCO EVP Co-Founds an RIA
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.
In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager.
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