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News Stories Archives - Since 1998
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Week In Preview, June 10-16
This week the teams at 3EDGE, Aberdeen, Expect Miracles, FIASI, MFDF, Morgan Stanley, Pershing, and REX Shares are all hosting events...
MutualFundWire.com -
Monday, June 10, 2019
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Bernstein Promotes Two In Advance of a Key Retirement
The move comes as the AB chief is starting to move his HQ south...
MutualFundWire.com -
Wednesday, June 05, 2019
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McDonough Picks Invesco's Next Third-Party NSM
An OpFunds exec takes over a team focused on the 529 and insurance channels...
MutualFundWire.com -
Friday, May 31, 2019
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The Fundster 401k Roundup, April 12-May 3
401k M&A continues, the BrightScope brothers are back, and more...
MutualFundWire.com -
Friday, May 03, 2019
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This $538B AUM Shop's Move South "Is Epic"
A major local real estate developer weighs in on an asset manager's HQ shift...
MutualFundWire.com -
Thursday, March 14, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 08, 2019
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Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com -
Monday, February 25, 2019
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What Jobs Is This $538B Asset Manager Moving?
A publicly traded shop publicly discloses the breakdown of its moving and hiring plans for its next HQ...
MutualFundWire.com -
Wednesday, February 20, 2019
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This $538B AUM Shop's Sales Mix Diversity Is Rising
Top execs at a publicly traded mutual fund firm talk about their Q4 2018 results...
MutualFundWire.com -
Thursday, February 14, 2019
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Reader Rating: 5
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AB Buys a Financial Services Watcher
Seth Bernstein goes across the pond to acquire a nine-year-old research shop that focuses specifically on financial companies...
MutualFundWire.com -
Tuesday, November 20, 2018
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Week In Preview, November 5-11
This week the teams at Baron Funds, the Expect Miracles Foundation, and NYFWA are all hosting events...
MutualFundWire.com -
Monday, November 05, 2018
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As First Trust Takes the Lead, Bridge Builder Slows
M* updates ETF and long-term, open-end mutual fund flows data for September 2018...
MutualFundWire.com -
Thursday, October 11, 2018
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Bad Day? Asset Managers Are Having a Bad Year.
Many publicly traded asset managers' stocks fell with the market yesterday ... yet unlike the market overall, asset managers are down year-to-date, too...
MutualFundWire.com -
Thursday, October 11, 2018
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Kraus Returns
The ousted AB chief is back, leading a new venture backed by another multinational insurer...
MutualFundWire.com -
Thursday, September 20, 2018
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Where Is Josh Weinreich Now?
The former Deutsche AM Americas chief takes a board spot at a big brokerage...
MutualFundWire.com -
Tuesday, August 14, 2018
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Seitz Hires a Head of Product
Russell CEO Michelle Seitz hires a top level exec. ..
MutualFundWire.com -
Tuesday, June 19, 2018
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Russell Mourns a "Leading External Voice"
A 51-year-old exec dies while vacationing with his family...
MutualFundWire.com -
Thursday, June 14, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com -
Tuesday, May 29, 2018
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Understanding Bernstein's $70MM AB HQ Move
The Axa-controlled Gotham asset manager is shifting south, though it's not leaving the Big Apple behind entirely...
MutualFundWire.com -
Thursday, May 03, 2018
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By 2021, a $500B AUM Shop Will Move to Music City
Nashville won out over NYC and at least two other Southern cities, Charlotte and San Antonio...
MutualFundWire.com -
Wednesday, May 02, 2018
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An NYC Fund Giant May Shift South
Watch for this Gotham City mutual fund shop to move some staff to North Carolina or Texas...
MutualFundWire.com -
Friday, October 13, 2017
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As Axa Deal Rumors Swirl, What About AB?
Word is that the French multinational insurance company is working on a big asset management deal...
MutualFundWire.com -
Tuesday, October 03, 2017
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AUM Update - September 14, 2017
The latests assets under management figures and other metrics for industry players...
MutualFundWire.com -
Thursday, September 14, 2017
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Vanguard and BlackRock Eclipse the Competition, Again
An analysis on the flows of the top 50 fund firms in the industry. ..
MutualFundWire.com -
Monday, August 21, 2017
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Eye for Earnings - July 27, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Thursday, July 27, 2017
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Follow the Fundsters - July 18, 2017
The latest hires, fires, and more!..
MutualFundWire.com -
Tuesday, July 25, 2017
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Follow the Fundsters - July 3, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Monday, July 03, 2017
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Will a Kraus-less AB Still Follow Kraus' Path?
The Axa-backed asset manager's new chief insists that he will stay the course...
MutualFundWire.com -
Thursday, May 18, 2017
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Why Axa Replaced Kraus Atop AB
Less than two weeks after Axa replaced the AB's chief and most of its board, Axa's chief explains the abrupt AB leadership change while pitching an IPO spinoff plan for all of Axa's U.S. businesses...
MutualFundWire.com -
Wednesday, May 10, 2017
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Reader Rating: 5
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Eye for Earnings - May 1, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, May 01, 2017
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Morgan Stanley Promotes a Model Portfolio Exec
Morgan Stanley promotes its portfolio due diligence chief...
MutualFundWire.com -
Tuesday, March 14, 2017
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Follow the Fundsters - February 28, 2017
Hirings, firings and the like!..
MutualFundWire.com -
Tuesday, February 28, 2017
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Eye for Earnings - February 27, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, February 27, 2017
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Eye for Earnings - January 23, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, January 23, 2017
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Will AB Follow BlackRock's HQ-Hunting Lead?
Word is that AllianceBernstein is also on the hunt for its next home base...
MutualFundWire.com -
Tuesday, December 13, 2016
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Follow the Fundsters - December 7, 2016
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, December 07, 2016
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Eye for Earnings - October 28, 2016
The latest earnings releases are here!..
MutualFundWire.com -
Friday, October 28, 2016
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Filings for Fundsters - August 24, 2016
A compilation of recent SEC filings...
MutualFundWire.com -
Wednesday, August 24, 2016
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Eye for Earnings -- August 3, 2016
The latest earnings releases are here! ..
MutualFundWire.com -
Wednesday, August 03, 2016
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Eye for Earnings -- July 29, 2016
The newest quarterly results for publicly-traded companies in the industry! ..
MutualFundWire.com -
Friday, July 29, 2016
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U.S. Asset Managers Feel the Brexit Burn
British asset managers aren't the only ones reeling from Britons' vote last week to leave the EU. At least seven publicly-traded shops on this side of the pond have seen their shares fall more than 10 percent since the vote...
MutualFundWire.com -
Tuesday, June 28, 2016
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Fisher Consolidates MainStay's FA Sales Under One Chief
A top exec moves on from the New York Life subsidiary, and another expands his role...
MutualFundWire.com -
Friday, June 03, 2016
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ICI GMM 2016 Is About to Begin
It's May, and that means fundsters are once again converging on Washington, D.C...
MutualFundWire.com -
Tuesday, May 17, 2016
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AB Bids Adieu to a Sales Chief in a Key Channel
There is no word yet on who will fill the departing exec's shoes...
MutualFundWire.com -
Tuesday, March 01, 2016
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Pioneer's Orvin Hires an Exec Targeting Indie Advisors
She previously held a key job at Sentinel Investments...
MutualFundWire.com -
Wednesday, December 16, 2015
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Ow, But Not Too Ow?
Mister Market's frown at asset managers is turning upside down, at least a bit...
MutualFundWire.com -
Friday, October 23, 2015
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Eagle's Pepin Picks a Channel Chief
The RayJay asset management subsidiary's institutional sales director promotes one of his own...
MutualFundWire.com -
Tuesday, August 04, 2015
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Earnings Roundup: WisdomTree Rises, Cohen and Steers Takes a Hit
Most publicly-traded mutual fund shops' AUMs fell last quarter...
MutualFundWire.com -
Monday, August 03, 2015
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AB Will Liquidate This $1.03B Fund Series
The asset manager is swapping out a 10-year-old suite of mutual funds for a newer version launched last year...
MutualFundWire.com -
Friday, July 24, 2015
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The Most Underpaid Fundster CEO Is Not Who You Think
Executive compensation is a hot topic, in the mutual fund world as in business in general. Yet metrics suggest that many high profile fundster chiefs like Larry Fink aren't overpaid...
MutualFundWire.com -
Thursday, April 23, 2015
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Kraus Sees More Deal Opps For AB
The Gotham mutual fund shop releases its Q4 2014 results...
MutualFundWire.com -
Monday, February 23, 2015
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Peter Kraus' AB
He is compressing AllianceBernstein's brand...
MutualFundWire.com -
Tuesday, January 20, 2015
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Reader Rating: 5
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2014 In Review: The Mutual Fund Stories You Read
As we welcome 2015, we look back on the 14 top read stories of last year...
MutualFundWire.com -
Monday, January 05, 2015
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A Hedger Puts Down Roots In 40 Act Country
A mutual fund subadvisor converts its $245-million hedge fund into an open end mutual fund...
MutualFundWire.com -
Tuesday, November 11, 2014
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Some of Your PMs Become Stars. What About Their Traders?
Two recent articles shine a spotlight on the world of your traders...
MutualFundWire.com -
Wednesday, October 15, 2014
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For U.S. Fundsters, the View Across the Pond Looks Both Complex and Familiar
The ALFI gathers mutual fund folk and alternatives specialists from both sides of the Atlantic to talk about the European business...
MutualFundWire.com -
Thursday, October 09, 2014
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The Thematic ARK of a New ETF Player
A veteran PM's new shop debuts its first two ETFs, with two more on the way and another pair in the pipeline...
MutualFundWire.com -
Thursday, October 02, 2014
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Has Kraus Dug Out AllianceBernstein?
Pensions & Investments writer James Comtois makes a case that the worst may be over for AB...
MutualFundWire.com -
Tuesday, August 19, 2014
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For Its Select List, Ray Jay Wants Three Things
Researchers focus on a fund firm's investment team when searching for candidates for the B-D's Highly Recommended list...
MutualFundWire.com -
Wednesday, July 23, 2014
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Reader Rating: 5
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Steers Finds a New Marketing Chief
A Principal Global Investors alum takes a top post at Cohen & Steers...
MutualFundWire.com -
Friday, July 18, 2014
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An AllianceBernstein PM Is Dead at Age 45
Andrew Weiner had been senior vice president and director of research of small and mid cap value equities at the firm since 2009...
MutualFundWire.com -
Monday, June 23, 2014
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Reader Rating: 1
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The 56th ICI GMM Begins
Fundsters from across the country gather in Washington, D.C...
MutualFundWire.com -
Tuesday, May 20, 2014
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Seen and Heard at IIR's Liquid Alt Strategies West
Mutual fund representatives, alternatives specialists and service providers gather in San Francisco to discuss the ever expanding wave of liquid alts products...
MutualFundWire.com -
Wednesday, April 30, 2014
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AB Will Launch a Suite of EM and Bond Funds
AB's portfolio managers still see opportunities in developing countries and fixed income...
MutualFundWire.com -
Friday, April 04, 2014
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Active or Passive? Why Not Both?
A Barron's columnist calls for an end to the great Actively Managed Vs. Indexed debate. MFWire imagines a world where everyone just got along...
MutualFundWire.com -
Monday, March 17, 2014
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AB's Chris Bricker Knuckles Down on Expertise
The head of AllianceBernstein's alternatives business is obsessed with educating clients on his firm's growing product line, and plans to grow his team of experts significantly. New hire Michael Conn will help the team think outside the box...
MutualFundWire.com -
Friday, March 07, 2014
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Cohen's Global Marketing Chief Departs
Exec had been promoted to EVP in January...
MutualFundWire.com -
Thursday, February 20, 2014
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Will Aberdeen Keep Emerging?
The investing waters of emerging markets have become increasingly choppy. What tack will specialist Aberdeen take?..
MutualFundWire.com -
Friday, February 07, 2014
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Reader Rating: 5
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Who Will Replace Harold Hughes?
The AllianceBernstein retail chief has retired. Who's on deck?..
MutualFundWire.com -
Thursday, January 09, 2014
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AB Appoints an Alts Czar
Exec in newly created role will collaborate with investment and distribution honchos to drive AB's alts growth...
MutualFundWire.com -
Wednesday, December 18, 2013
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Gary Marshall Is Going Home
Aberdeen's Americas head is heading back to England. A former AllianceBernstein COO is named successor...
MutualFundWire.com -
Tuesday, December 17, 2013
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Reader Rating: 4
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A New England Fund Firm Searches For a New Prez
Updated | Two more top executives leave this mutual fund shop, just months after a CEO change...
MutualFundWire.com -
Friday, December 13, 2013
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AllianceBernstein Closes a $60MM Deal
The deal brings a $2B AUM asset manager under the New York City-based mutual fund shop...
MutualFundWire.com -
Friday, December 13, 2013
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One of AB's Investing Masters Sees Dow 20,000
A PM moves his prediction's time table up...
MutualFundWire.com -
Tuesday, December 10, 2013
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Franklin Enters the Alts Space
This is just the latest example of a fund giant embracing the alternatives category...
MutualFundWire.com -
Monday, November 18, 2013
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October AUM Update: Cohen and Steers Leads
All but one of these shops saw an increase of at least two percent last month...
MutualFundWire.com -
Wednesday, November 13, 2013
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AB Kicks Off a Digital Blitz for Alts
Education campaign designed to help advisors demystify alts...
MutualFundWire.com -
Wednesday, November 06, 2013
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Trustees Join Two Northern Lights Boards
All three are mutual fund veterans, with one having close ties to Gemini...
MutualFundWire.com -
Tuesday, October 22, 2013
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OpFunds Builds Global Multi-Asset Team
Nine-member team will be led by asset allocation CIO Mark Hamilton...
MutualFundWire.com -
Friday, October 18, 2013
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Vanguard Gets the Simplifying Bug
Low cost giant merges funds and reduces number of share classes, according to Bloomberg. The Independent Adviser says firm is cleaning house...
MutualFundWire.com -
Thursday, October 17, 2013
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AUM Roundup: Invesco, Legg, AllianceBernstein, Virtus and Franklin
How did these and other firms do this month?..
MutualFundWire.com -
Friday, October 11, 2013
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PM Changes at AB, ING and Leuthold Catch M*'s Eye
Morningstar analysts covered a flurry of recent PM changes. ..
MutualFundWire.com -
Friday, September 06, 2013
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Was Dropping AB a Wise Move for Vanguard?
Barrons' Brendan Conway writes about Vanguard's choice to drop AllianceBernstein and what is has meant for some of Vanguard's funds. ..
MutualFundWire.com -
Wednesday, September 04, 2013
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Reiss Grows Hartford Funds' Southern Presence
The insurer's mutual fund arm hires two salespeople...
MutualFundWire.com -
Thursday, August 22, 2013
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AllianceBernstein's Kraus Buys a $2B AUM Shop
The Big Apple asset manager does a $60-million deal that includes a mutual fund...
MutualFundWire.com -
Thursday, August 15, 2013
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Reader Rating: 5
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AXA Switches a Manadate Away From AllianceBernstein
AXA Premier VIP Trust has amended the prospectuses of their AXA Allocation Portfolios and Target Allocation Portfolios. The section of the Prospectus entitled “Management Team – Management Fees” will be changed, effective September 1. Also effective September 1, AllianceBernstein L.P. [profile] will no longer serves as a sub-adviser to the Active Allocated Portion of the Portfolio but continue to serve as sub-adviser to the Index Allocated Portion of the Portfolio. Thus, Daniel Roarty and Amy Raskin with AllianceBernstein are no longer PMs for the fund. Another change effective September 1, 2013 is the section of the statement of additional intent entitled “Investment Management and Other Services – The Administrator” will be revised. [SEC Filing I]. [SEC Filing II]. [SEC Filing III]...
MutualFundWire.com -
Thursday, August 15, 2013
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Cohen Brings on an AllianceBernstein PM
Exec will lead firm's real assets strategies...
MutualFundWire.com -
Tuesday, August 13, 2013
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AllianceBernstein's AUM Rises Despite Outflows
The New York City-based mutual fund shop releases an AUM update for July...
MutualFundWire.com -
Monday, August 12, 2013
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An AllianceBernstein Fund Will Use a New Subsidiary in the Caymans
AllianceBernstein [profile] has approved of a proposal by the adviser to create a wholly-owned subsidiary organized under the laws of the Cayman Islands, named AllianceBernstein Global Risk Allocation (Cayman) Ltd. The AllianceBernstein Global Risk Allocation Fund will start the use of the subsidiary around October 15. [SEC Filing]...
MutualFundWire.com -
Friday, August 09, 2013
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Three Things to Know From AB's Q2 2013 Earnings
AllianceBernstein reported second quarter earnings, with EPS beating estimates...
MutualFundWire.com -
Monday, August 05, 2013
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Reader Rating: 5
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AllianceBernstein Amends PM Lists For Three Funds
AllianceBernstein [profile] has amended the PM information for its International Portfolio, Tax-Managed International Portfolio, and AllianceBernstein Blended Style Funds. [SEC Filing]...
MutualFundWire.com -
Thursday, July 25, 2013
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Highland Grows Its Sales Force by 13
Alt manager hires six regional sales director and seven internals. One was a former professional baseball player...
MutualFundWire.com -
Monday, July 15, 2013
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Reader Rating: 1
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AllianceBerstein Fund Ceases Operations
On or about June 27, the AllianceBernstein [profile] U.S. Strategic Research Portfolio and International Focus 40 Portfolio made liquidating distributions to their shareholders and ceased operations. [SEC Filing]...
MutualFundWire.com -
Friday, June 28, 2013
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AllianceBernstein Funds Amend Investment Policies
The board of directors of AllianceBernstein [profile] Cap Fund approved proposals to change the AllianceBernstein Market Neutral Strategy and the AllianceBernstein Market Neutral Strategy investment policies and strategies to permit each fund to significantly increase its aggregate investment exposure as a proportion of its net assets and to achieve its long and short exposure primarily or exclusively through the use of derivative instruments. These changes are expected to be effective on or about August 1, 2013. [SEC Filing]...
MutualFundWire.com -
Thursday, June 27, 2013
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AllianceBernstein's Advisors Reduces Expense Limitation
The AllianceBernstein [profile] Core Opportunities Fund's advisor has reduced the expense limitation on the fund’s shares by 15 bases points. [SEC Filing]...
MutualFundWire.com -
Thursday, June 27, 2013
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Asset Manager Appoints Five Distribution Folk
Three months after announcing a major reorganization of its sales force, the fund firm brings on two new divisional vice presidents and three advisor consultants...
MutualFundWire.com -
Wednesday, June 26, 2013
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An Indie Trustee Joins an AllianceBernstein Fund Board
On May 8, the board of trustees of the Clark Fork Trust of Alliance Bernstein [profile] appointed Michael Munsey as a new independent trustee. [SEC Filing]...
MutualFundWire.com -
Wednesday, June 19, 2013
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Market Depreciation in Fixed Income Takes Its Toll on a New York Firm
AllianceBernstein reports a billion dollar decrease in its assets under management. ..
MutualFundWire.com -
Wednesday, June 12, 2013
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Motley Fool Says Invest in Fundsters
The investing publication points out mutual fund shop stocks to invest in...
MutualFundWire.com -
Monday, June 10, 2013
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