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NEWS ARCHIVE
Stories Published Between 1/1/2017 And 4/1/2017
3/31/2017 SSgA's SHE Sweeps
3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
3/31/2017 Redwine Passes the Reins to Another Joe
3/31/2017 Is Beating the Index Still Enough?
3/30/2017 T. Rowe's Larson Triples Down on National Accounts
3/30/2017 The New Fund Fuss - March 30, 2017
3/30/2017 Sullivan Trims, But Not at Legg Mason's Affiliates
3/29/2017 Familiar Faces Dominate Most Trusted Fund Brands
3/29/2017 A Pimco Distro SVP Departs
3/29/2017 Fink Reorgs BlackRock Stockpicking Around Four Pillars
3/28/2017 Edward Jones's Research Chief Hunts for Strategic-Beta and More
3/28/2017 Follow the Fundsters - March 28, 2017
3/28/2017 A Second Obama Administration Alum Aligns With This Fund Firm
3/27/2017 Gross and Pimco Bury the Hatchet
3/27/2017 Ferguson Switches Up Nuveen's Chief
3/27/2017 18 ETF Shops Double Their AUM, Or Better
3/24/2017 A New Player Squeezes into the ETF Market
3/24/2017 Filings for Fundsters - March 24, 2017
3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
3/24/2017 Warren Takes on Clayton
3/23/2017 Strategic Insight Cuts Five Percent of Staff
3/23/2017 Overlooked Five-Star Funds Gain a Voice
3/22/2017 In Rare Move, American Century Lifts Out
3/22/2017 The New Fund Fuss - March 23, 2017
3/22/2017 Kan You Jam? Expect Miracles Wants You!
3/22/2017 An Investment Bank Buys a SoCal ETF Strategist
3/21/2017 Chiron Execs Meet the Press
3/21/2017 Follow the Fundsters - March 21, 2017
3/21/2017 Cooper Finds a Diamond and Shakes Up a Putnam PM Team
3/21/2017 The Richest Fundsters, 2017 Edition
3/20/2017 A Maryland Shop Shoots For Distro Expansion
3/20/2017 Filings for Fundsters - March 20, 2017
3/20/2017 M* Is Doing What?
3/17/2017 A Fund-Selector-Focused Startup Comes A-Knockin'
3/17/2017 13 Fund Firms Had a $1B February
3/17/2017 Will a U.S. ETF Entrepreneur Become a Head of State?
3/16/2017 Truscott Shifts Columbia's RIA Distro
3/16/2017 A $5 Billion ETF Shop Enters the Traditional Fund Biz
3/16/2017 The End of ICI's Palm Desert-Orlando Era
3/15/2017 Is This the Biggest Threat to the Mutual Fund Industry?
3/15/2017 Follow the Fundsters - March 15, 2017
3/15/2017 No More Pru? It's PGIM!
3/15/2017 PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert
3/14/2017 How Are Fund Firms Reacting to DoL Rule Delay Limbo?
3/14/2017 Morgan Stanley Promotes a Model Portfolio Exec
3/14/2017 This SEC Unit Shifts Towards Asset Managers and Other RIAs
3/14/2017 What Will the SEC's Temporary Top Cop Tell Fundsters?
3/13/2017 Blass Highlights an Emerging Threat to Fund Firms
3/13/2017 The DoL Provides Some Temporary Fiduciary Reg Relief
3/13/2017 An Irish Swan Song at ICI MFIM
3/10/2017 A Year-Old RIA Acquires a $4B Shop
3/10/2017 Elite Fundsters Dine and Discuss Atop Manhattan
3/10/2017 ICI MFIM 2017 Begins This Weekend
3/9/2017 Women in ETFs Takes BATS
3/9/2017 Mitchem Brings a Familiar Face to Wells
3/9/2017 The New Fund Fuss - March 9, 2017
3/9/2017 Fund Rationalization Fever Spreads Beyond the Wires
3/8/2017 An Acquisitive Gotham Asset Manager Sells
3/8/2017 Who Are the Best Marketers in Asset Management?
3/8/2017 Labor Sec. Nominee Gets a Hearing Date
3/8/2017 Faust Backs a "Spectacular" Beantown Summer Tradition
3/7/2017 Recognize the Mutual Fund Industry's 2017 STARs!
3/7/2017 OpFunds Lands on the West Coast and Keeps Hunting
3/7/2017 Follow the Fundsters - March 7, 2017
3/7/2017 Hold the T Shares?
3/6/2017 American Beacon Brings a Subadvisor Across the Pond
3/6/2017 Filings for Fundsters - March 6, 2017
3/6/2017 Cryan Plans to Sell A Piece of DeAM
3/6/2017 Steinmetz Does a $2.7B Deal
3/6/2017 For $4.6B, One British Giant Buys Another
3/4/2017 Putnam Wins a Charitable Victory, On Ice
3/3/2017 The New Fund Fuss - March 3, 2017
3/3/2017 A 16-Year Goldman Due Diligence Vet Exits
3/3/2017 2016: The Beginning of the End?
3/3/2017 This Exec Might Buy Your Shop and Bolt It On to a British Giant
3/2/2017 Read and Respond to DoL Rule Delay!
3/2/2017 Moran Shifts Two BNY Mellon IM Channels
3/2/2017 Filings for Fundsters - March 2, 2017
3/2/2017 An Asset Management Titan Trims Bonuses
3/1/2017 Four Managers Leave Allianz's Retail Team
3/1/2017 Look Out for This Model Portfolio Program Reaching 19,000 Advisors
3/1/2017 The DoL Offers You Two More Months
3/1/2017 Trump Asks a Fido Vet For Advice
2/28/2017 A Midwestern Startup Builds Out Focused, Channel-Agnostic Distro
2/28/2017 Follow the Fundsters - February 28, 2017
2/28/2017 Top Low-Cost Educational Resources for Fund Marketers
2/28/2017 The Mutual Fund Fuzz Eyes a Bank
2/27/2017 Fidelity Makes Its Employees an Offer
2/27/2017 AmericaFirst Launches A Sixth Fund and Ponders the Next Move
2/27/2017 Eye for Earnings - February 27, 2017
2/27/2017 The $4T Firm and the $1T Biz
2/24/2017 Booth Gives Butler a Mandate
2/24/2017 DeAM's ETF Biz Is Focused on Two Big Opps
2/24/2017 Filings for Fundsters - February 24, 2017
2/24/2017 The Most Exclusive ETF Club Is About to Double Its Membership ... to Two
2/23/2017 Jensenís Distro Head Retires
2/23/2017 The New Fund Fuss - February 23, 2017
2/23/2017 Deutsche and Franklin Execs Meet the Press
2/22/2017 Booth Anoints a Second Successor
2/22/2017 Clancy Searches for a Second-in-Command
2/22/2017 Filings for Fundsters - February 22, 2017
2/21/2017 Brooks Shakes Up a Key Deutsche AM Channel
2/21/2017 FCCS Brings in Over $100 Billion Again
2/21/2017 TIAA and Passive Players Won January
2/21/2017 Has Joe Sullivan Found a Buyer For Legg?
2/21/2017 Amundi and Pioneer Face Post-Merger Cuts, But ...
2/17/2017 Institutional Shares Now Utterly Dominate This NTF Platform
2/17/2017 The New Fund Fuss - February 17, 2017
2/17/2017 Expect Miracles Takes Manhattan With Their Biggest Event Ever
2/17/2017 The Man Who Would Rescue the Anti DoL Rule Fight
2/16/2017 Fidelity Dishes Out a Serving of Rationalization-Lite
2/16/2017 Sloane Expands USAA's Key Account and Investment Resource Teams
2/16/2017 Puzder's Out, and the Race to Delay the DoL Rule Tightens
2/15/2017 A Deep Dive Into Fidelity's New Platform
2/15/2017 Follow the Fundsters - February 15, 2017
2/15/2017 Credit Suisse Will Trim Headcount By 12 Percent
2/14/2017 A SoCal Shop Rides Into the Fund Biz
2/14/2017 This Category King Plans to Stay Focused
2/14/2017 The Original Money Fund Guru Dies
2/13/2017 Masom Picks a Legg National Accounts Chief, For Now
2/13/2017 Eye for Earnings - February 13, 2017
2/13/2017 Is the Next SEC Chair the Anti-White?
2/10/2017 A Beantown Shop's N. America Distro Chief Departs
2/10/2017 Filings for Fundsters - February 10, 2017
2/10/2017 Punching Above Your ETF Weight
2/9/2017 Hailer Passes the Baton at Natixis
2/9/2017 The New Fund Fuss - February 9, 2017
2/9/2017 IMCA Gathers During a Big Apple Blizzard
2/8/2017 A Niche TAMP Seeks International ETFs
2/8/2017 Filings for Fundsters - February 8, 2017
2/8/2017 Is Smart Beta Overcrowded?
2/7/2017 Follow the Fundsters - February 7, 2017
2/7/2017 A PE Shop Buys Foreside
2/7/2017 Welcome to Fiduciary Reg Limbo
2/6/2017 A Quant Shop Flies Into ETFs
2/6/2017 Eye for Earnings - February 6, 2017
2/6/2017 Fink Calls For a More Global, Diverse, and Inclusive BlackRock
2/3/2017 A Fidelity Platform Exec Heads to Voya
2/3/2017 The Fiduciary Reg is Dead... For Now
2/3/2017 Filings for Fundsters - February 3, 2017
2/3/2017 Fiduciary Reg-Less?
2/2/2017 An RIA Custodial Giant Creates a "Have Your Cake and Eat It, Too" Fund Platform
2/2/2017 The New Fund Fuss - February 2, 2017
2/2/2017 Nally Offers Strategists and Asset Managers a Deeper Way to Connect With TD-Aligned RIAs
2/2/2017 Fiduciary Reg Foe Foiled? The Mooch May Be Out
2/1/2017 Filings for Fundsters - February 1, 2017
2/1/2017 New Management Revamps Quakers' Business Model
2/1/2017 Hunting For Pimco's Future, Without an Allianz Global Investors Merger
1/31/2017 Follow the Fundsters - January 31, 2017
1/31/2017 Though Passive Dominates Advisor Flows, Active's Still Pulling in Ten of Billions
1/31/2017 TD's Nally Gathers a Record Crowd in SoCal
1/30/2017 Eye for Earnings - January 30, 2017
1/30/2017 Two Natural Resources Specialists Launch Their First Fund
1/30/2017 Ops Fundsters Gather in Florida
1/27/2017 A 3,000-Advisor B-D Promotes a Key Fund Ally
1/27/2017 Filings for Fundsters - January 27, 2017
1/27/2017 Virtus Raises RidgeWorth Cash, and a Hedge Fundster Speaks Out
1/26/2017 WE Celebrates 3 Years and 2,500 Members
1/26/2017 The New Fund Fuss - January 26, 2017
1/26/2017 Dow 20K, and SEC Chair 2/6?
1/25/2017 Dodge & Cox, Fido, Harris, and T. Rowe Win Big
1/25/2017 Even the WSJ Prefers Index Funds
1/25/2017 A Midwestern Fund Firm Ramps Up Distro Hiring
1/24/2017 The SEC Opens the Door to a Share Class Revolution
1/24/2017 Follow the Fundsters - January 24, 2017
1/24/2017 A $900B Asset Manager Rebrands, Again
1/24/2017 Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
1/23/2017 GMO's Interim CEO Will Hand Over the Reins Next Month
1/23/2017 AlphaCore Doubles in Size With Acquisition
1/23/2017 Eye for Earnings - January 23, 2017
1/23/2017 ETF Execs in Miami and B-Ds in San Fran
1/20/2017 A 27-Year American Century Vet Departs
1/20/2017 Filings for Fundsters - January 20, 2017
1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg?
1/19/2017 The New Fund Fuss - January 19, 2017
1/19/2017 Vanguard, BlackRock, and SSgA Won 2016
1/19/2017 71 Percent of Big Fund Firms Suffered in December
1/19/2017 So Long, Mary Jo
1/18/2017 Filings for Fundsters - January 18, 2017
1/18/2017 Alger Buys in Beantown
1/18/2017 The DoL Rule's Biggest Foe, "The Mooch," Is Entering the White House
1/17/2017 Follow the Fundsters - January 17, 2017
1/17/2017 Ultimus Lands a Record-Breaking New Client
1/17/2017 A Multinational Asset Manager Freezes Pay For Its Top Earners
1/13/2017 An Asset Management Recruiting Boutique Sells
1/13/2017 Mutual Fund Milestones - January 13, 2017
1/13/2017 Filings for Fundsters - January 13, 2017
1/13/2017 White Sets the SEC's Sights on Wrap Fees, ETFs, and More
1/12/2017 And the 2016 Fund Manager of the Year Nominees Are...
1/12/2017 The New Fund Fuss - January 12, 2017
1/12/2017 Gundlach Calls Out Gross as "Second-Tier"
1/11/2017 Eu Anoints a New Allianz Product Chief
1/11/2017 Follow the Fundsters - January 11, 2017
1/11/2017 SSgA Scales the Great Wall
1/10/2017 Filings for Fundsters - January 10, 2017
1/10/2017 RIAs Look for Organic Growth in 2017
1/10/2017 In Defense of Index Funds
1/9/2017 Eye for Earnings - January 9, 2017
1/9/2017 Pimco Feels the Pain of Its Fourth Big Equity Push
1/9/2017 BlackRock Alum to Turbocharge Growth
1/6/2017 Filings for Fundsters - January 6, 2017
1/6/2017 Prepare to Cross a Lot of Mutual Fund Ts
1/6/2017 Allianz's Eu Picks Carroll's Successor
1/5/2017 Principal Cuts a Fund Channel on NYE
1/5/2017 The New Fund Fuss - January 5, 2017
1/5/2017 Trump Picked Who?
1/4/2017 Follow the Fundsters - January 4, 2017
1/4/2017 Trump Wants Clayton to Fill Mary Jo's Shoes
1/4/2017 Bettinger Says Asset Management Commoditization Is Here
1/3/2017 From Acquisitive Fund Firm to FinTech Startup
1/3/2017 Filings for Fundsters - January 3, 2017
1/3/2017 A Record Year, On Multiple Levels


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