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News Stories Archives - Since 1998
Happy 4th of July Eve!
401kWire will be closed tomorrow in observance of the Independence Day market holiday...
401kWire.com - Thursday, July 3, 2025
At a "Pivotal Moment," an Ex-EBSA Chief Advises 2 Pontera Teams
Her focus areas will include the areas of public policy and DC partnerships...
401kWire.com - Thursday, July 3, 2025
Happy 4th of July Eve!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com - Thursday, July 3, 2025 - Reader Rating: 3
How Valuable Are Fund Firms' Data Analytics? Most Aren't Measuring
An asset management industry consulting firm's team offers new research that highlights a potential blindspot for fundsters...
MutualFundWire.com - Thursday, July 3, 2025
FuturePlan, JPMorgan, and Morgan Stanley Team With an RKer
The four providers are powering a new solution for delivery allies of a retail titan...
401kWire.com - Thursday, July 3, 2025
Happy 4th of July Eve!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com - Wednesday, July 3, 2024 Views
Happy 4th of July Eve!
401kWire will be closed tomorrow in observance of the Independence Day market holiday...
401kWire.com - Wednesday, July 3, 2024
An RKer's Parent Turns 145
The publicly traded, Midwestern firm got its start in life insurance. It entered the retirement plan space 83 years ago...
401kWire.com - Wednesday, July 3, 2024
Active ETF Clones Outshine Their MF Models. Why?
New research from an ally to fundsters explains why actively managed ETFs are outperforming the active mutual funds they're designed to mimic...
MutualFundWire.com - Wednesday, July 3, 2024 Views
In Louisiana, a 6500-Client Firm Launches a 401k Product
A Northeastern RKer is teaming up with the payroll and HR service provider..
401kWire.com - Wednesday, July 3, 2024
Exchanges Amend ETP Apps to ID Coinbase
The custodian that is a part of the ETP surveillance agreements will be Coinbase...
MutualFundWire.com - Monday, July 3, 2023 Views
Happy 4th of July!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com - Monday, July 3, 2023 Views
Happy 4th of July!
401kWire will be closed tomorrow in observance of the Independence Day market holiday...
401kWire.com - Monday, July 3, 2023
Most Terminating Participants Don't Cash Out, Except ...
A mega-market RKer's team shares their annual DC benchmarking report...
401kWire.com - Monday, July 3, 2023 - Reader Rating: 5
Week In Preview, July 3 - July 9
This week, the team at Spark will host an event...
401kWire.com - Monday, July 3, 2023 - Reader Rating: 3
Week In Preview, July 3 - July 9
This week, the team at US SIF will host an event...
MutualFundWire.com - Monday, July 3, 2023 Views
Happy Fourth of July!
401kWire will be closed tomorrow in observance of the Indepence Day market holiday...
401kWire.com - Wednesday, July 3, 2019
Pillsbury Joins a California Bank
The senior executive has switched banks...
401kWire.com - Wednesday, July 3, 2019
Happy Fourth of July!
MFWire will be closed tomorrow in observance of the Independence Day market holiday...
MutualFundWire.com - Wednesday, July 3, 2019 Views
After 23 Years, a Distro SVP Leaves OpFunds
The move comes as the fund firm merges into a publicly traded asset manager...
MutualFundWire.com - Wednesday, July 3, 2019 Views
Wagner Teams Up With an Ex-Senate Staffer
A strategic affiliation is intended to boost the law firm's legislative, regulatory and policy group...
401kWire.com - Wednesday, July 3, 2019
An NYC Fund Firm Lays Off Dozens
The job cuts take effect at the end of September...
MutualFundWire.com - Wednesday, July 3, 2019 Views
Greer Retires and Two Lieutenants Rise
The AIG team says goodbye to their retirement chief...
401kWire.com - Wednesday, July 3, 2019
Happy Fourth of July!
..
401kWire.com - Tuesday, July 3, 2018
A Consultant Leaves Delaware Funds After Four Years
A four year consultant, and 20 year MF vet leaves Delaware funds by Macquarie...
MutualFundWire.com - Tuesday, July 3, 2018 Views
Happy Fourth of July!
..
MutualFundWire.com - Tuesday, July 3, 2018 Views
Participants Want Employers to Step Up
A new study from American Century Investments shows participants want employers to take a larger role in retirement saving. ..
401kWire.com - Tuesday, July 3, 2018 - Reader Rating: 4
DC Alum Switches to the Fund Biz
An Ascensus alum has left the Pennsylvania recordkeeper, and the DC industry...
401kWire.com - Tuesday, July 3, 2018 - Reader Rating: 3
How Steinberg Plans to Get to $100B
The FT interviews the WisdomTree chief...
MutualFundWire.com - Tuesday, July 3, 2018 Views
Why You Should Be Following Amazon's Acquisitions
Merging companies could mean merging 401(k) plans.....
401kWire.com - Monday, July 3, 2017
A 36-Year-Old Fund Closes After Death of Its Advisor
Billy Oates died in February and his fund will be closing at the end of the month...
MutualFundWire.com - Monday, July 3, 2017 Views
This RIA Jumps on RiXtrema's IRAFiduciaryOptimizer Bandwagon
A software company takes a quantitative approach by comparing existing retirement portfolios to display new, compliant portfolios and services proposed by the independent financial advisor or broker-dealer..
401kWire.com - Monday, July 3, 2017
Follow the Fundsters - July 3, 2017
Hires, fires, and the like!..
MutualFundWire.com - Monday, July 3, 2017 Views
Mark Iwry to Continue Work in DC Policy
The former government official talks about the policies he's following in his current roles. ..
401kWire.com - Monday, July 3, 2017
Fisher Investments Has a New VP of Sales
A new appointment has been made at Fisher Investments!..
401kWire.com - Monday, July 3, 2017
Week In Preview - Happy Fourth of July!
It's looking to be a quiet week for events in the advisor-sold asset management business...
MutualFundWire.com - Monday, July 3, 2017 Views
Fund Insurer Starkweather & Shepley Has a New Prez
Promoted exec had run the insurer's Financial Services Risk Solutions group...
MutualFundWire.com - Thursday, July 3, 2014 Views
Chetney Holds the Globe in his Hands
LPL's retirement chief is about to start his latest venture, with many familiar retirement plan advisor faces on board. Meanwhile, a retirement plan broker-dealer is about to sell...
401kWire.com - Thursday, July 3, 2014 - Reader Rating: 5
Will Dow 17,000 Boost These Equity Families?
With the Dow hitting the psychologically significant 17,000, will investors run back to these top performing fund families?One of them is scrappy competitor from East Hanover, New Jersey. ..
MutualFundWire.com - Thursday, July 3, 2014 Views
An RKing TPA Intros a Mobile App
A Pennsylvania RKing TPA debuted the app July 1. ..
401kWire.com - Thursday, July 3, 2014
Cambridge Unveils a Pair of Retirement Alliances
The Iowa-based independent broker dealer is expanding their offerings in the retirement plan space...
401kWire.com - Thursday, July 3, 2014
Why Will Henderson Pay $200MM for Geneva?
That's a steep premium compared to other recent deals. What can Henderson do with Geneva?..
MutualFundWire.com - Thursday, July 3, 2014 Views
Corporate Insight Has a New Research Head
A senior analyst at a consulting and research shop just got promoted...
401kWire.com - Thursday, July 3, 2014
Should an IPO be in Nuveen's Cards?
With yet another asset manager approaching the auction block, what's holding back the Nuveen liquidity event for PE firm Madison Dearborn? Can an obscure SEC form let the genie out of the bottle...
MutualFundWire.com - Wednesday, July 3, 2013 Views
The Aberdeen Family Mourns the Loss of Two of Their Own
Philly-based wholesaler and Edinburgh-based PM die during charity ride devoted to another Aberdeen colleague lost to cancer...
MutualFundWire.com - Wednesday, July 3, 2013 Views - Reader Rating: 5
A DC I-O Offers Behavioral Finance Training to Advisors
Training comes with certification for qualified advisors...
401kWire.com - Wednesday, July 3, 2013 - Reader Rating: 4
Financial Engines Hires a Chief Flak
The west coast managed account and participant advice provider has a new PR chief...
401kWire.com - Wednesday, July 3, 2013 - Reader Rating: 2
Small Cap Specialist Sings Song of the Seven-Year Bull
With two new funds added to its 13-year-old flagship product, shop is now focusing on proselytizing the merits of U.S. stocks...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Cetera Seeks More 401k Partners
An exec at the advisor and broker-dealer network once affiliated with ING wants to beef up its support for retirement plan specialists...
401kWire.com - Wednesday, July 3, 2013 - Reader Rating: 3
A Boutique's CFO Resigns
Exec is replaced by firm's controller...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Gabelli Fund Amends Investment Strategies
Effective immediately, The Gabelli [profile] Small Cap Growth Fund has amended its principal investment strategies. [SEC Filing]...
MutualFundWire.com - Wednesday, July 3, 2013 Views
RS Investments Brings Aboard New PM
Effective July 1, 2013, U-Wen Kok serves as PM for the RS [profile] International Fund and the RS Global Fund. [SEC Filing]...
MutualFundWire.com - Wednesday, July 3, 2013 Views
SunAmerica Funds Revise Investment Strategies
The SunAmerica [profile] Focused Balanced Strategy Portfolio and the Focused Multi-Asset Strategy Portfolio have updated their principal investment strategies. [SEC Filing]...
MutualFundWire.com - Wednesday, July 3, 2013 Views
A New PM at Eaton Vance
Devin J. Cooch has joined the PM team for the Eaton Vance [profile] Tax-Advantaged Bond Strategies Short Term Fund. [SEC Filing]..
MutualFundWire.com - Wednesday, July 3, 2013 Views
A Morgan Stanley Fund Reclassifies Class W Shares
On June 24, 2013, Class W stockholders of Morgan Stanley [profile] European Equity Fund approved an amendment to the fund's corporate charter and a plan of reclassification for the fund, pursuant to which Class W shares would be reclassified as Class I shares. Upon the reclassification, each Class W stockholder owns Class I shares having an aggregate value equal to the aggregate value of Class W shares held by that Class W stockholder. [SEC Filing]...
MutualFundWire.com - Wednesday, July 3, 2013 Views
NYSA Fund Amends Investment Strategies
The NYSA Fund has revised its principal investment strategies. [SEC Filing]...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Will Pimco Diversify, Or Is The Ship Sinking?
The New York Times' Dealbook addresses Pimco's lack of diversification and how it will affect them in the long term...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Another Nightmare For Gross: Inflation Bet Was Lost
Bill Gross is trying to confront two problems: The rise in interest rates and the lack of inflation he bet on this year...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Two Pubs Profile Mansueto
Did you know that he works in a cubicle and founded his company on a kitchen table?..
MutualFundWire.com - Wednesday, July 3, 2013 Views
Firms Are Running Out of ETF Ideas Fast
Fund companies are finding it more difficult to come up with new innovative ETF ideas...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Philly RE Shop Launches New Fund
Diversified income product will be run by a former Cohen & Steers PM...
MutualFundWire.com - Wednesday, July 3, 2013 Views
U.S. Money Market Funds Credit Profiles Are Worse
The U.S. money market became more exposed to European banks in the second quarter...
MutualFundWire.com - Wednesday, July 3, 2013 Views
Barron's Warns Against Leveraged MLP ETFs
MLP ETFs perform well unless the MLPs are high leverage. Barrons' Ben Levinson tells investors to watch out...
MutualFundWire.com - Wednesday, July 3, 2013 Views
BlackRock Lures Top Honcho from NYSE Liffe
New hire will head BlackRock's cash management group...
MutualFundWire.com - Wednesday, July 3, 2013 Views
A Summer of Deals
Two recordkeepers are on the block, and the scuttlebutt is that one may be closed soon...
401kWire.com - Tuesday, July 3, 2012 - Reader Rating: 5
A $500 Million 403b Weighs Its Options: Fidelity or TIAA-CREF?
A plan sponsor is considering which of its two co-RKers it wants to consolidate with. ..
401kWire.com - Tuesday, July 3, 2012 - Reader Rating: 1
Goldman's Target-Dates Not So Golden After All?
GSAM's target-date series closes on the heels of a new retirement fund filing..
401kWire.com - Tuesday, July 3, 2012 - Reader Rating: 3
A PM Leaves M.D. Sass, and His Fund Follows
Aston follows thy PM of one of its an alternatives funds to a new sub-advisor..
MutualFundWire.com - Tuesday, July 3, 2012 Views - Reader Rating: 4
RS Investments Wins a Subadvisory Gig
San Francisco-based RS Investments will be sub-advise a natural resources fund...
MutualFundWire.com - Tuesday, July 3, 2012 Views
William Blair Reins in International Growth
PM George Greig's International Growth strategies has closed to new investors...
MutualFundWire.com - Tuesday, July 3, 2012 Views
John Hancock to Liquidate a $228M Fund
Board of the John Hancock II International Opportunities Fund plans to close the fund on November 2..
MutualFundWire.com - Tuesday, July 3, 2012 Views
KABOOM! NY Times Goes After JPMorgan Fund Sales Practices
The NY Times goes after JP Morgan Funds for the sales practices it used to land its mutual funds on the best-selling list...
MutualFundWire.com - Tuesday, July 3, 2012 Views - Reader Rating: 5
American Funds Not Top of RIAs' Minds
The West Coast mutual fund giant has brand equity, but is still overlooked by RIAs...
MutualFundWire.com - Tuesday, July 3, 2012 Views - Reader Rating: 5
Gross' Bond Fund Makes a Notable Turnaround
Pimco's Total Return Fund stays ahead of the game this year after a lagging 2011..
MutualFundWire.com - Tuesday, July 3, 2012 Views
MFDF's Wyderko Says Directors Have Tougher Job
Morningstar interviews Susan Wyderko, CEO of Mutual Fund Directors Forum for insights into how to select board member. ..
MutualFundWire.com - Tuesday, July 3, 2012 Views
Northern Trust's Support is a Flashpoint for Money Market Debate
Northern Trust has stepped in to support a Norwegian lender whose debt rating has been downgraded, perhaps a key moment in the heated debate over the future of money market funds...
MutualFundWire.com - Tuesday, July 3, 2012 Views
ICI and SEC In a... Statistics War?
Dueling groups each say the other is misrepresenting numbers...
MutualFundWire.com - Tuesday, July 3, 2012 Views
ETF AUM Hit the Trillion Mark
The research folks at State Street say the ETF gang has passed a milestone...
MutualFundWire.com - Tuesday, July 3, 2012 Views
Independence Day
The 401kWire is celebrating the Independence Day holiday and will return on Monday, June 6...
401kWire.com - Friday, July 3, 2009
Independence Day
The MutualFundWire is celebrating the Independence Day holiday and will return on Monday, July 6...
MutualFundWire.com - Friday, July 3, 2009 Views
Data Hub Seeks to Address 401k Sales Data Reporting Inefficiencies
Warren Cormier and Co. are working on a data hub that seeks to address sales reporting needs of recordkeepers, broker-dealers and investment-only firms...
401kWire.com - Thursday, July 3, 2008 - Reader Rating: 4
Jefferson Pilot Securities Rebrands
The b-d changes it name two years after its parent was purchased by Lincoln...
MutualFundWire.com - Thursday, July 3, 2008 - Reader Rating: 3.5
Natixis is Hiring for its Institutional Unit
The Boston asset manager is looking to fill two posts in its institutional services division...
401kWire.com - Thursday, July 3, 2008 - Reader Rating: 1
ING and DC Experts Delve Into Participant Decision-Making
An executive at the insurer lays out the vision for a newly formed institute full of freshly-recruited outside board members...
401kWire.com - Thursday, July 3, 2008 - Reader Rating: 3
A Texas Fund Firm Gains a Golden Distribution Expertise
A Dallas-based investment firm brought in a Goldman Sachs alum to beef up its distribution...
MutualFundWire.com - Thursday, July 3, 2008 Views - Reader Rating: 4
Funds Take Back Seat to Performance in the WSJ Q2 Wrap
Which ETFs are on the death watch, CGM and Janus take home the hardware and the travails of emerging markets-focused funds are some of the topics covered in the WSJ second quarter in review...
MutualFundWire.com - Thursday, July 3, 2008 Views
Morningstar Dumps Three ETFs
The Thursday WSJ Fund Track column is for you, stock pickers, but only if you like buying ETFs, too...
MutualFundWire.com - Thursday, July 3, 2008 Views - Reader Rating: 2
Fund Bigwigs Saw Their Paychecks Shrink in 07
The average pay package for fund honchos last year fell five percent, notes SmartMoney writer Daren Fonda...
MutualFundWire.com - Thursday, July 3, 2008 Views - Reader Rating: 3
So Security Benefit is Buying Rydex. Now What?
Will the deal force others into play, and what's next for Security Benefit? ..
MutualFundWire.com - Tuesday, July 3, 2007 Views - Reader Rating: 2.6
Schwab Steps Away From the Table
Some analysts saw the $2.7 billion BofA paid Schwab for US Trust as a deals war chest. They were mistaken...
MutualFundWire.com - Tuesday, July 3, 2007 Views - Reader Rating: 3
Wachovia's Retirement Honchos Discuss the A.G. Edwards Factor
Executives at the Charlotte firm talk about the impact of the A.G. Edwards deal on the company's retirement business and also let it be known that Wachovia is still on the lookout for deals in the retirement space...
401kWire.com - Tuesday, July 3, 2007 - Reader Rating: 5
Ex-Trautman Wasserman Exec to Pay Up
Ex-Trautman Wasserman exec Jerome Snyder will pay $50,000 to settle regulatory allegations...
MutualFundWire.com - Tuesday, July 3, 2007
DTCC Hires Senior Manager In Wealth Management Unit
Nicholas A. Deliso has joined The Depository Trust & Clearing Corporation in the wealth management services division...
MutualFundWire.com - Tuesday, July 3, 2007 - Reader Rating: 3.44
Goelzer Re-Elected to PCAOB Board
Daniel L. Goelzer has been reappointed to the Public Company Accounting Oversight Board...
MutualFundWire.com - Tuesday, July 3, 2007 Views - Reader Rating: 3.12
Bisys Legal Expert Joins Retirement Training Consultants
The Midwestern firm adds a consultant and looks for more. ..
401kWire.com - Tuesday, July 3, 2007
ICE Continues to Be a Thorn in CME's Side
IntercontinentalExchange, Inc. has made another move in its quest for a merger with CBOT Holdings...
MutualFundWire.com - Tuesday, July 3, 2007 - Reader Rating: 1.33
More Job Cuts on the Horizon With Completion of State Street Deal
Now that the State Street's purchase of Investor's Financial is complete, more job cuts are looming...
MutualFundWire.com - Tuesday, July 3, 2007 Views - Reader Rating: 3.08
Schwab to Return $3.5B to Stockholders
Schwab officials unveiled the plan a day after the $3.3-billion sale of Schwab's wealth management arm to Bank of America was completed...
MutualFundWire.com - Tuesday, July 3, 2007
Schwab to Return $3.5B to Stockholders
Schwab officials unveiled the plan a day after the $3.3-billion sale of Schwab's wealth management arm to Bank of America was completed...
MutualFundWire.com - Tuesday, July 3, 2007 Views
Nasdaq To Unveil ETF Market
The Nasdaq ETF Market will be implemented in the third quarter...
MutualFundWire.com - Tuesday, July 3, 2007 Views - Reader Rating: 2.33
Two Join Stradley Ronon
Former Drinker Biddle partner Kenneth Greenberg and counsel Joan Ohlbaum Swirsky have joined Stradley Ronon...
MutualFundWire.com - Tuesday, July 3, 2007 Views
Independence Day
The 401kWire is celebrating the Independence Day holidays and will return on Wednesday, July 5...
401kWire.com - Monday, July 3, 2006
Independence Day
The MutualFundWire is celebrating the Independence Day holidays and will return on July 5...
MutualFundWire.com - Monday, July 3, 2006 Views
AUL Tries Different Approach to Advice
The insurer has partnered with Ibbotson to try a slightly different business model...
401kWire.com - Thursday, July 3, 2003 - Reader Rating: 3
K Plans Offer Retirement Independence
The idea of the moment in Washington is that 401k plans can save the day. Is it for real?..
401kWire.com - Thursday, July 3, 2003 - Reader Rating: 3.8
PFPC Names Distribution Arm Chief
The unit has a new CEO and president to build out a national wholesaling effort...
MutualFundWire.com - Thursday, July 3, 2003 Views - Reader Rating: 4
Dreyfus Plans Value Fund
The new fund will take over the assets of an existing fund...
MutualFundWire.com - Thursday, July 3, 2003 Views
Ivy Funds Reorg is Complete
Waddell & Reed has finished swallowing the US fund unit of MacKenzie...
MutualFundWire.com - Thursday, July 3, 2003 Views
The Worldcom Blues
Smaller advisory firms are starting to feel the pinch from the collapse of the telecommunications giant...
MutualFundWire.com - Wednesday, July 3, 2002 Views
AON Unwraps HR Portal
The consultant is offering the platform to employers seeking HR solutions...
401kWire.com - Wednesday, July 3, 2002
Wasatch Moves
The firm names a member of the board and changes it auditors...
MutualFundWire.com - Wednesday, July 3, 2002 Views
The Strange Dance of Fido and Big Blue
It is a case of "loves me loves me not" at the two firms...
MutualFundWire.com - Wednesday, July 3, 2002 Views
Credit Unions Get Product
ExpertPlan is providing the engine driving a plan that will be offered by 60 credit unions starting next week...
401kWire.com - Wednesday, July 3, 2002
IBM Changing Recordkeepers
And the new vendor is not Fidelity...
401kWire.com - Wednesday, July 3, 2002
Citi Beats Out Merrill
The joint venture lands its second oil giant...
401kWire.com - Wednesday, July 3, 2002
Seligman Reups
The firm continues its association with its accounting and administrative service...
MutualFundWire.com - Wednesday, July 3, 2002 Views
529 Nay-Sayer
Not everyone thinks a 529 is the way to go when it comes to saving for college...
MutualFundWire.com - Wednesday, July 3, 2002 Views
Flying through Turbulence
A look at how one firm invests in these tough times...
MutualFundWire.com - Wednesday, July 3, 2002 Views - Reader Rating: 2.33
Icap Under Investigation Again
The feds are taking a look at the UK firm again for alleged improprieties...
MutualFundWire.com - Wednesday, July 3, 2002 Views
Second Quarter Best Since 1999
Participants should be looking up as the average diversified US stock fund tops the S&P 500 for the quarter. ..
401kWire.com - Tuesday, July 3, 2001 - Reader Rating: 3
Second Quarter Best Since 1999
The average diversified US stock fund tops the S&P 500 for the quarter. Does this mean more cash flows ahead? ..
MutualFundWire.com - Tuesday, July 3, 2001 Views - Reader Rating: 3
Lazard Out at Nationwide
The insurer is dumping the money manager in favor of an affiliate as subadvisor on a small cap fund. ..
MutualFundWire.com - Tuesday, July 3, 2001 Views - Reader Rating: 3
Putnam Lovell Cuts
Falling fund sales clip Putnam Lovell ... Oakmark pulls more assets than the big boys ... State Street Closes on PAS ... Dairy state trust taps SEI. ..
MutualFundWire.com - Tuesday, July 3, 2001 Views - Reader Rating: 3
Putnam Lovell Cuts
Falling fund sales clip Putnam Lovell ... Oakmark pulls more assets than the big boys ... State Street Closes on PAS ... Dairy state trust taps SEI. ..
401kWire.com - Tuesday, July 3, 2001 - Reader Rating: 3
457 Boom Town
The 401kWire.com speaks with Randy Taylor of CitiStreet and learns there is a lot of activity in one segment of the DC marketplace. ..
401kWire.com - Tuesday, July 3, 2001 - Reader Rating: 3
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  1. MFDF Director Discussion Series - Open Forum, July 9
  2. ICI webinar - The Digital Future of Asset Management: Current State and Regulatory Landscape, July 10
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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