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News Stories Archives - Since 1998
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UBS Led This Pack As Vanguard Retook Another Crown
M* issues its Q4 2017 report on ETF strategists. The ETF providers are dominating inflows...
MutualFundWire.com -
Friday, April 20, 2018
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Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com -
Wednesday, April 11, 2018
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The Tale of Casey Quirk
A trade pub profiles John Casey and his consulting shop to asset managers...
MutualFundWire.com -
Tuesday, April 10, 2018
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Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com -
Tuesday, March 27, 2018
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An FA Software Shop Doubles Its Asset Manager Ally List
Watch for more than a dozen more asset managers to team up with the Chi-Town firm in the coming months...
MutualFundWire.com -
Monday, March 26, 2018
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A Super-OSJ Preps Its Models For Cetera's Platform
Watch for the investment committee to expand and for them to add tax-managed strategies, too...
MutualFundWire.com -
Friday, March 23, 2018
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Week In Preview, March 12-18
Crain, the ICI, Informa, and Irish Funds are all hosting events this week...
MutualFundWire.com -
Monday, March 12, 2018
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A $2.5B Asset Manager IPO Nears
Watch for the IPO to take place in the coming weeks...
MutualFundWire.com -
Thursday, March 08, 2018
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George Walker Shares the Scope of His Unhurried M&A Strategy
The FT interviews the chief of a $295-billion, employee-owned asset manager...
MutualFundWire.com -
Friday, March 02, 2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 5
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Despite a Shift, Passive Titans Still Dominated January Flows
Yet industrywide active fund flows started off the new year by swinging positive for the month...
MutualFundWire.com -
Monday, February 26, 2018
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A Gotham ETF Strategist Startup Focuses Distro
The new shop is targeting two channels after launching its debut offerings, in SMA form...
MutualFundWire.com -
Tuesday, February 13, 2018
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Two Big Asset Managers Expand Time Off Policies
One titan offers staff unlimited time off, while another offers more benefits to new and would-be parents...
MutualFundWire.com -
Thursday, February 08, 2018
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Despite Market Woes, an Inverse ETF Keeps On Ticking
A fund that tracks a short volatility index reportedly saw more than $1 billion in AUM wiped out thanks to the volatility earlier this week...
MutualFundWire.com -
Wednesday, February 07, 2018
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Asset Managers Feel Mister Market's Two Days of Pain
With the S&P 500 down more than six percent and the Dow down more than seven percent, publicly traded mutual fund firms have seen their shares fall. Yet the pain has not been evenly spread...
MutualFundWire.com -
Tuesday, February 06, 2018
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Who Gained Market Share In 2017?
M* Direct updates AUM and market share data for the full 2017 calendar year...
MutualFundWire.com -
Friday, February 02, 2018
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Who Paralyzed the Anti Money Fund Reform Bill?
After sailing through committee and racking up bipartisan support from dozens of cosponsors, a proposal that would bring back $1 NAVs seems to have stalled...
MutualFundWire.com -
Friday, February 02, 2018
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Reader Rating: 5
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Bogle Defends ESG ... Sort Of
The most famous retired fundster chimes in two weeks after the CEO of the world's biggest asset manager made a public ESG push...
MutualFundWire.com -
Tuesday, January 30, 2018
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Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com -
Monday, January 29, 2018
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Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com -
Thursday, January 25, 2018
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SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com -
Thursday, January 25, 2018
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Week In Preview, January 22-28
informa, the MFDF, and Tiburon are all hosting events this week...
MutualFundWire.com -
Monday, January 22, 2018
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An ETF Newcomer Ties BlackRock In an Awards Race
A trade pub reveals the finalists for its fifth annual awards. The winners will be revealed at a Gotham dinner in March...
MutualFundWire.com -
Friday, January 19, 2018
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Week In Preview January 16-21
BofA Merrill, CFA Society New York, Crane Data, FIASI, informa, the Investments & Wealth Institute, KraneShares, and SSgA are all hosting events this week...
MutualFundWire.com -
Tuesday, January 16, 2018
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A Long-time GE and Ex-BlackRock CMO Joins NYLIM
The 10-year GE Vet will now lead NYLIM and MainStay Investments' marketing team...
MutualFundWire.com -
Wednesday, January 10, 2018
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BlackRock Leads the ETF Strategist Pack in Q3 Growth
BlackRock dominated ETF strategist growth in the third quarter and has surpassed Windhaven in asset size. ..
MutualFundWire.com -
Monday, January 08, 2018
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Buckley Took Over Vanguard. What's Next?
The FT and the WSJ ponder Vanguard's recordbreaking growth as Buckley takes the baton from McNabb...
MutualFundWire.com -
Friday, January 05, 2018
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A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com -
Wednesday, January 03, 2018
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Reader Rating: 5
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2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com -
Friday, December 29, 2017
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Even Vanguard and BlackRock Slowed Down a Bit
November was a quieter inflows month, except for money market funds...
MutualFundWire.com -
Thursday, December 21, 2017
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Rosenberg Will Expand Am Century's ETF Team Quickly
The Midwestern mutual fund shop's ETF chief talks about hiring, product development plans, and more...
MutualFundWire.com -
Tuesday, December 19, 2017
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ETF Shops' Stocks Beat the Market ... So What?
Fundsters, be warned that the public continues to be confused about your firms' valuations when the good times keep rolling...
MutualFundWire.com -
Friday, December 08, 2017
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Is Indexing Distorting Prices?
A BlackRock co-founder publicly pushes back against another criticism of index funds and ETFs...
MutualFundWire.com -
Wednesday, November 29, 2017
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Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com -
Monday, November 27, 2017
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Week In Preview, November 27-December 3
Hennessy Funds and High Water Women are both coming to the Big Apple this week...
MutualFundWire.com -
Monday, November 27, 2017
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Can an Online Giant Grow This Roboadvisor Seed Into a Tree?
Mass-market scale has been a key challenge for roboadvisors so far, even robos offered by asset management giants with millions of existing customers. Yet one robo now has access to more 218 million active customers of an online financial services titan...
MutualFundWire.com -
Wednesday, November 22, 2017
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Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com -
Monday, November 13, 2017
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Another Gotham Giant Shifts, This Time to the West
The pivot provides an excuse for an update on successor possibilities at this big asset manager...
MutualFundWire.com -
Tuesday, November 07, 2017
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Four Reasons Tax Reform Could Make Fundsters Smile
Congressional Republicans finally introduced their 2017 tax reform bill yesterday, and fundsters may have some reasons to celebrate...
MutualFundWire.com -
Friday, November 03, 2017
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WSJ vs M*'s Stars, Round 3
The most prominent business paper in the U.S. again takes on the investment research titan's mutual fund ratings system, this time in an expose-length feature. Yet unanswered questions remain...
MutualFundWire.com -
Thursday, October 26, 2017
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Reader Rating: 3
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The Vanguard-BlackRock Show Continued In September
The passive titans and some of their fellows continued to dominate industry net flows last month, according to the latest mutual fund flows estimates from M*...
MutualFundWire.com -
Friday, October 20, 2017
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Fink Predicts Continued Double-Digit Growth for Tech and Risk Management
BlackRock released Q3 earnings and provided insight into their Aladdin offerings including Aladdin Risk for Wealth Management and Provider Aladdin...
MutualFundWire.com -
Tuesday, October 17, 2017
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TD's NTF ETF Platform Expands, Minus a Giant
The online brokerage and RIA custodian is nearly tripling the number of ETFs available through its commission-free platform. Yet one of the big three ETF shops is no longer a part of the program...
MutualFundWire.com -
Tuesday, October 17, 2017
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The ETF Strategist Space Crowns a New King
Mutual fund and ETF giants now lead another niche by AUM...
MutualFundWire.com -
Monday, October 09, 2017
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Filings For Fundsters 10-6-2017
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MutualFundWire.com -
Friday, October 06, 2017
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How Does Invesco-Guggenheim Change the ETF Landscape?
The move solidifies Marty Flanagan's shop's fourth place spot in the ETF business, at least for now...
MutualFundWire.com -
Friday, October 06, 2017
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Will a $2,700 Mistake Cost BlackRock $37MM?
The moral of the story may be: asset managers that do any work for state or local governments should keep their execs' dollars out of politics, even national politics...
MutualFundWire.com -
Wednesday, October 04, 2017
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Follow the Fundsters - September 26, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Tuesday, September 26, 2017
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Only One Active Shop Passed $1B in Inflows in August
M* releases its monthly mutual fund flows data...
MutualFundWire.com -
Tuesday, September 26, 2017
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Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com -
Monday, September 18, 2017
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LPL Adds Strategists and Builds Towards a UMA Platform
The giant indie B-D's home office team is expanding a core platform in several key ways. And fundsters, they're still adding strategists...
MutualFundWire.com -
Thursday, September 14, 2017
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Stein Opens Betterment's Doors to Two More Asset Managers
Vanguard's ETFs will no longer be the only stuff underlying portfolios at the largest independent roboadvisor...
MutualFundWire.com -
Wednesday, September 13, 2017
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Follow the Fundsters - September 12, 2017
Hires, fires and the like!..
MutualFundWire.com -
Tuesday, September 12, 2017
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Fink Refocuses McCombe on One Role
One of the BlackRock chief's few rumored possible successors is passing off one hat while hanging on to another...
MutualFundWire.com -
Tuesday, September 12, 2017
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Filings For Fundsters - September 11, 2017
The latest mutual fund industry filings .....
MutualFundWire.com -
Monday, September 11, 2017
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VanEck Hires a Key MainStay Alum
The Gotham mutual fund and ETF shop hires a distribution veteran...
MutualFundWire.com -
Wednesday, September 06, 2017
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Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com -
Tuesday, September 05, 2017
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Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com -
Tuesday, September 05, 2017
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Filings For Fundsters - August 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Thursday, August 31, 2017
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Filings For Fundsters - August 25, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, August 25, 2017
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The Invesco-Guggenheim Deal Talk Narrows
The scope of Marty Flanagan and Mark Walter's rumored deal has shifted to a single piece of business...
MutualFundWire.com -
Thursday, August 24, 2017
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Reader Rating: 4
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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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Filings for Fundsters - August 21, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, August 21, 2017
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Is Invesco Becoming a Mini-BlackRock?
The WSJ ponders the reported deal talk between Invesco and Guggenheim...
MutualFundWire.com -
Tuesday, August 08, 2017
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Mutual Funds Only? Fundsters Explain LPL's New Platform
Here's what some executives of the fund firms on the platform are saying.....
MutualFundWire.com -
Friday, August 04, 2017
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Filings for Fundsters - August 4, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, August 04, 2017
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Filings for Fundsters - August 2, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, August 02, 2017
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LPL's Cyborg Advisor Program Is Almost Here
It's been two years since Dan Arnold first revealed that the giant indie B-D was working on an advisor-friendly robo solution...
MutualFundWire.com -
Wednesday, August 02, 2017
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Filings for Fundsters - July 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, July 31, 2017
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Filings for Fundsters - July 28, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, July 28, 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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Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com -
Monday, July 24, 2017
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Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses
M* releases fund flow data for June 2017...
MutualFundWire.com -
Thursday, July 20, 2017
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The $4.4T Man Exits As the Good Times Keep Rolling
Over the past nine years, under Bill McNabb's leadership, Vanguard has more than tripled in size and become the "most dominant fund company in history."..
MutualFundWire.com -
Friday, July 14, 2017
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Reader Rating: 4
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20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com -
Thursday, July 13, 2017
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Follow the Fundsters - July 11, 2017
The latest hires, fires, and more!..
MutualFundWire.com -
Tuesday, July 11, 2017
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ETF Titans Dominated ETF Strategist Growth in Q1
Here's a look at first quarter asset growths within the ETF managed portfolio landscape!..
MutualFundWire.com -
Monday, July 10, 2017
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BlackPebble Or BlackRock?
Steve Schwarzman says that BlackRock's name is intentionally close to that of its initial parent...
MutualFundWire.com -
Friday, July 07, 2017
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Filings for Fundsters - June 30, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, June 30, 2017
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Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
M* release fund flow data for May 2017...
MutualFundWire.com -
Thursday, June 29, 2017
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Follow the Fundsters - June 27, 2017
Fires, Hires, and the Likes!..
MutualFundWire.com -
Tuesday, June 27, 2017
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Filings for Fundsters - June 26, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, June 26, 2017
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Week In Preview, June 26-July 2
401(k) folk are gathering in the Midwest, while other retirement industry insiders and fixed income veterans are converging in the Big Apple...
MutualFundWire.com -
Monday, June 26, 2017
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Filings for Fundsters - June 23, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, June 23, 2017
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A 9-Year Allianz Vet Departs
There's no word yet on how the sales exec's duties are being handled...
MutualFundWire.com -
Wednesday, June 21, 2017
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This Bet Cost a BlackRock PM His Job ... But It Paid Off
Five years after leaving the asset management giant under the cloud of a potential conflict of interest, this PM and his family stand to make $1 billion on the sale of their publicly traded business...
MutualFundWire.com -
Wednesday, June 21, 2017
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Zhang Divides a Top Am Century Exec's Role
One of Zhang's CIOs will be leaving American Century at the end of the month and two PMs at the firm will divide up and take over his duties. ..
MutualFundWire.com -
Monday, June 19, 2017
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Week In Preview, June 19-25
A host of industry events will bring fundsters and FAs to Gotham this week...
MutualFundWire.com -
Monday, June 19, 2017
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Filings for Fundsters - June 16, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, June 16, 2017
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Follow the Fundsters - June 14, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Wednesday, June 14, 2017
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Filings for Fundsters - June 12, 2017
A compilation of the latest SEC Filings...
MutualFundWire.com -
Monday, June 12, 2017
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Week In Preview, June 12-18
Fundsters in Berlin and SoCal, 401(k) folks in the Big Apple, and deadlines for applying for two awards...
MutualFundWire.com -
Monday, June 12, 2017
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Reader Rating: 3
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Filings for Fundsters - June 7, 2017
A compilation of the latest SEC filings...
MutualFundWire.com -
Wednesday, June 07, 2017
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Week In Preview, June 5-11
401(k) folks in Philly and D.C., indie B-D execs in D.C., and fundsters golfing in New England are a few of the events on the agenda this week...
MutualFundWire.com -
Monday, June 05, 2017
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Filings for Fundsters - June 2, 2017
A compilation of the latest SEC filings! ..
MutualFundWire.com -
Friday, June 02, 2017
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JPM's Camacho Finds Deutsch's Successor
Camacho just announced who will succeed Bob Deutsch as head of US ETFs.....
MutualFundWire.com -
Friday, June 02, 2017
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Follow the Fundsters - May 30, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, May 30, 2017
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Week In Preview, May 30-June 4
Advisors in Sin City, fixed income folk in Gotham, and 401(k) recordkeepers outside our nation's capital...
MutualFundWire.com -
Tuesday, May 30, 2017
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Filings for Fundsters - May 24, 2017
A compilation of the latest SEC filings! ..
MutualFundWire.com -
Wednesday, May 24, 2017
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Follow the Fundsters - May 23, 2017
Hires, fires and the like! ..
MutualFundWire.com -
Tuesday, May 23, 2017
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