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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:

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
From $5B to $10B in 10 Months (February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.

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.

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.

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.

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.

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.

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

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.

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.

An Ex-PIMCO EVP Co-Founds an RIA (November 2)
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 (December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 

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  1. WE Pacific NW and CFA Society Seattle Welcome Mixer, September 22
  2. Havener Capital's Boutique Week 2023, Sep 26-29
  3. FT's Future of Asset Management North America, Sep 27-28
  4. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  5. Women In Finance Fall Mix n' Mingle Happy Hour, September 28
  6. Expect Miracles Atlanta Coast Classic, October 2
  7. MFDF webinar - Exchange Traded Funds: A Market Update for Fund Directors, October 4
  8. 4th Annual ETFGI Global ETFs Insights Summit - United States, Oct 4-5
  9. 8th Annual FUSE Forum, October 5
  10. ICI & GCMFA Networking Reception, October 10
  11. 2023 MMI Annual Conference, Oct 11-13
  12. 2023 IDC Fund Directors Conference, Oct 11-13
  13. WE South - ETF Conversations, October 17
  14. IMEA Star Awards Celebration, October 17
  15. IMEA Marketing Summit, Oct 17-18
  16. MFDF Director Discussion Series - Open Forum via Zoom, October 23
  17. ICI 2023 Securities Law Developments Conference - Day 1, October 24
  18. Schwab Impact 2023, Oct 24-26
  19. 2023 MMI Legal & Compliance Seminar, October 26
  20. ICI 2023 Securities Law Developments Conference - Day 2, October 26
  21. IMEA DE&I Roundtable, November 1
  22. IMEA Leadership Summit, Nov 1-2
  23. MFDF Director Discussion Series - Open Forum (Los Angeles), November 1
  24. MFDF Director Discussion Series - Open Forum (San Francisco), November 2
  25. Expect Miracles In Boston, November 2
  26. WIPN Nebraska - 3rd Annual Collegiate Career Exploration Event, November 2

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