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News Stories Archives - Since 1998
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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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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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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com -
Wednesday, May 17, 2017
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Follow the Fundsters - May 16, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, May 16, 2017
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Filings for Fundsters - May 12, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, May 12, 2017
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After Adding Two Third-Party Strategists, Pershing Hunts For More
Yet don't expect the BNY Mellon subsidiary to become a supermarket of strategists. ..
MutualFundWire.com -
Wednesday, May 10, 2017
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Filings for Fundsters - May 5, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, May 05, 2017
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Follow the Fundsters - May 9, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Friday, May 05, 2017
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M* Shares High Hopes For These Nine Managers
Two top Morningstar insiders highlight asset management "partners for the next decade" for advisors...
MutualFundWire.com -
Friday, April 28, 2017
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Fink Paints an Un-Pretty Picture of Asset Manager M&A
On stage at the M* conference, the BlackRock chief shares thoughts on the future of BlackRock, wealth and asset management, self-indexing, and more...
MutualFundWire.com -
Friday, April 28, 2017
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M* Is Creating a New Asset Manager Marketplace
Kunal Kapoor gives advisors and fundster a glimpse of what the investment research giant is working on next...
MutualFundWire.com -
Wednesday, April 26, 2017
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Filings for Fundsters - April 26, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, April 26, 2017
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Eye for Earnings - April 24, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, April 24, 2017
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Week In Preview: Early M* in Chitown, Gemini in the Big Easy
And those are just two of the industry events scheduled for the next five days...
MutualFundWire.com -
Monday, April 24, 2017
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ETF Insiders Convene, and SHE Has Another Great Night
Last night ETF industry insiders from around the globe gathered in midtown Manhattan. SSgA, Deutsche, and the NYSE took home the most trophies in the Americas...
MutualFundWire.com -
Friday, April 21, 2017
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Morrison Expects Even More Big Mergers, and Fidelity Might Be a Buyer?!?!
The Boston Behemoth's asset management chief talks to the FT, predicting an acceleration of M&A in the biz...
MutualFundWire.com -
Thursday, April 20, 2017
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Pimco Rockets Back, But Passive Titans Still Dominate
M* releases its latest monthly mutual fund flows report, and the fixed income giant brought in billions ... but two big indexers brought in tens of billions...
MutualFundWire.com -
Wednesday, April 19, 2017
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BlackRock-Mellon-Stanley-AIG Wasn't Meant to Be
In a long and wide-ranging interview, Larry Fink talks about the deals that he passed up on, and the ones he's still looking for...
MutualFundWire.com -
Wednesday, April 19, 2017
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Follow the Fundsters - April 18, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, April 18, 2017
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A Breath of Hope For the Other Fund Firms
An M* guru points out that, "for the first time in three years," Vanguard is not the entire net flows ball game...
MutualFundWire.com -
Tuesday, April 18, 2017
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Fundsters Face Self-Dealing Charges
A duo of asset managers will have to defend themselves in court...
MutualFundWire.com -
Tuesday, April 11, 2017
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Follow the Fundsters - April 10, 2017
Hires, fires, and the like! ..
MutualFundWire.com -
Monday, April 10, 2017
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Fink Walks a Fine Line
BlackRock's CEO says robots aren't replacing humans, but his actions suggest otherwise...
MutualFundWire.com -
Monday, April 10, 2017
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Filings for Fundsters - April 7, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, April 07, 2017
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The New Fund Fuss - April 6, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, April 06, 2017
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Widger Promotes and Hires Three Brinker Platform Execs
The Berwyn, Pennsylvania-based TAMP expands its investment team with a new hire and two promotions...
MutualFundWire.com -
Wednesday, April 05, 2017
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Follow the Fundsters - April 4, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, April 04, 2017
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ETF Inflows Quadruple and Stay Concentrated
ETF launches are also on the rise, and closures are slipping...
MutualFundWire.com -
Tuesday, April 04, 2017
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Filings for Fundsters - April 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, April 03, 2017
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SSgA's SHE Sweeps
About 240 fundsters and fundster allies gathered on the Hudson River last night for an annual awards show...
MutualFundWire.com -
Friday, March 31, 2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
Last night's 24th annual Mutual Funds Industry Awards highlighted a slew of people making strides in the industry!..
MutualFundWire.com -
Friday, March 31, 2017
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T. Rowe's Larson Triples Down on National Accounts
The platform services chief expands his team with two new hires...
MutualFundWire.com -
Thursday, March 30, 2017
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The New Fund Fuss - March 30, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, March 30, 2017
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Familiar Faces Dominate Most Trusted Fund Brands
The list of advisors' most trusted firms comes as no surprise...
MutualFundWire.com -
Wednesday, March 29, 2017
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Fink Reorgs BlackRock Stockpicking Around Four Pillars
The changes come under Mark Wiseman, hired last year to lead the active equity business for the largest asset manager in the world...
MutualFundWire.com -
Wednesday, March 29, 2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com -
Friday, March 24, 2017
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Reader Rating: 3
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Filings for Fundsters - March 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, March 20, 2017
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13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com -
Friday, March 17, 2017
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Mitchem Brings a Familiar Face to Wells
The Wells Fargo Asset Management chief has hired for a key post. ..
MutualFundWire.com -
Thursday, March 09, 2017
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Who Are the Best Marketers in Asset Management?
As the industry gets more competitive, small firms need to find a marketing focus...
MutualFundWire.com -
Wednesday, March 08, 2017
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Follow the Fundsters - March 7, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, March 07, 2017
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An Asset Management Titan Trims Bonuses
News of the move comes a day after another giant made its first-ever broad, voluntary buyout offer to its employees...
MutualFundWire.com -
Thursday, March 02, 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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The $4T Firm and the $1T Biz
A pair of industry giants cross critical milestones...
MutualFundWire.com -
Monday, February 27, 2017
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Filings for Fundsters - February 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, February 24, 2017
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TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com -
Tuesday, February 21, 2017
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Punching Above Your ETF Weight
ETF.com's chief digs into exactly where the fee money flows in the exchange-traded fund business...
MutualFundWire.com -
Friday, February 10, 2017
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Filings for Fundsters - February 8, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, February 08, 2017
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Fink Calls For a More Global, Diverse, and Inclusive BlackRock
The chief of the world's largest asset manager reminds his employees what they stand for...
MutualFundWire.com -
Monday, February 06, 2017
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Reader Rating: 5
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Filings for Fundsters - February 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, February 03, 2017
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TD's Nally Gathers a Record Crowd in SoCal
The RIA custodian estimates that more 3,200 RIAs and their allies will converge on San Diego this week for its 21st annual conference...
MutualFundWire.com -
Tuesday, January 31, 2017
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WE Celebrates 3 Years and 2,500 Members
Women in ETFs (WE) held a breakfast celebration at Inside ETFs for its third anniversary...
MutualFundWire.com -
Thursday, January 26, 2017
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Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
One of the big three wirehouses is reportedly charging $50,000 or more per ETF shop for access to its horde of FAs...
MutualFundWire.com -
Tuesday, January 24, 2017
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ETF Execs in Miami and B-Ds in San Fran
Industry execs will be on opposite coasts for conferences this week...
MutualFundWire.com -
Monday, January 23, 2017
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Filings for Fundsters - January 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, January 20, 2017
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Will You Help Elizabeth Warren Save the Fiduciary Reg?
The outspoken populist politician is trying to rally big B-Ds, mutual fund shops, banks, and insurers to fight an expected delay or retraction of the rule after President-elect Donald Trump takes office today...
MutualFundWire.com -
Friday, January 20, 2017
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Vanguard, BlackRock, and SSgA Won 2016
17 of the 46 biggest mutual fund shops brought in net inflows last year...
MutualFundWire.com -
Thursday, January 19, 2017
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71 Percent of Big Fund Firms Suffered in December
Only 13 of the 46 biggest mutual fund shops saw net inflows for the last month of 2016. The winners were the big indexers...
MutualFundWire.com -
Thursday, January 19, 2017
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Mutual Fund Milestones - January 13, 2017
A round-up of the mutual fund industry's latest accomplishments!..
MutualFundWire.com -
Friday, January 13, 2017
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Filings for Fundsters - January 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, January 10, 2017
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In Defense of Index Funds
A BlackRock co-founder defends index funds against criticisms from academics...
MutualFundWire.com -
Tuesday, January 10, 2017
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BlackRock Alum to Turbocharge Growth
Capstone CEO Michael Kern taps a BlackRock exec to head up distribution...
MutualFundWire.com -
Monday, January 09, 2017
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Reader Rating: 5
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Follow the Fundsters - January 4, 2017
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, January 04, 2017
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A Record Year, On Multiple Levels
Mutual funds and ETFs had a big year in 2016, in several ways. But what does that mean for 2017?..
MutualFundWire.com -
Tuesday, January 03, 2017
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State Street Beat Out Vanguard in November
State Street tops Morningstar's November flows report...
MutualFundWire.com -
Tuesday, December 27, 2016
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Filings for Fundsters - December 23, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, December 23, 2016
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The Next Gig for December 19, 2016
The latest jobs available in the industry!..
MutualFundWire.com -
Monday, December 19, 2016
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A 3,500-FA Network Revamps Its Fee-Based Platform
This group of B-Ds is repricing the platform's services, updating processes, and adding more third-party strategists. Watch for the network to debut a UMA product next year...
MutualFundWire.com -
Thursday, December 15, 2016
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Reader Rating: 5
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Mutual Fund Milestones - December 14, 2016
A round-up of the mutual fund industry's latest accomplishments!
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MutualFundWire.com -
Wednesday, December 14, 2016
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2016's Fastest Growing ETF Shop Is ...
ETF.com gives an update on the ETF industry horse race...
MutualFundWire.com -
Wednesday, December 14, 2016
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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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Who is Amundi?
Meet Europe's largest asset manager and the buyer of UniCredit's asset management business...
MutualFundWire.com -
Monday, December 12, 2016
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Larry Fink On the Hudson
The world's largest asset manager reportedly signs a deal to move into one unified HQ ... six years from now...
MutualFundWire.com -
Friday, December 09, 2016
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Can Fink's New CMO Make BlackRock Go Viral?
Fink brings in a marketing chief from the digital media company, BuzzFeed...
MutualFundWire.com -
Wednesday, December 07, 2016
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Filings for Fundsters - December 6, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, December 06, 2016
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Follow the Fundsters - November 23, 2016
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, November 23, 2016
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After Roboadvice, Is Robocompliance Next?
A tech giant is lending its AI expertise to banking regulation. Could asset management be next up for assistance?..
MutualFundWire.com -
Thursday, November 17, 2016
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Filings for Fundsters - November 15, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, November 15, 2016
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Mister Market Smiles On Asset Managers After Trump's Big Win
For most publicly traded mutual fund shops, the first day after the election was a good one for their shares...
MutualFundWire.com -
Thursday, November 10, 2016
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PMs Ponder President Trump
More fundsters weigh in on the outcome of the 2016 U.S. presidential election...
MutualFundWire.com -
Wednesday, November 09, 2016
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What Does President Trump Mean For Fundsters?
The most famous landlord in the world has been elected the next president of the United States. Let the Wall Street guessing games begin...
MutualFundWire.com -
Wednesday, November 09, 2016
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Fund Marketers in Manhattan, 401k Folks in Florida, and Entrepreneurs In Texas
Fundsters are gathering for at least three conferences around the country today...
MutualFundWire.com -
Monday, November 07, 2016
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Filings for Fundsters - October 31, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, October 31, 2016
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Filings for Fundsters - October 26, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, October 26, 2016
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Eye for Earnings - October 24, 2016
The latest earnings releases are here!..
MutualFundWire.com -
Monday, October 24, 2016
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Brace For Schwab's IMPACT 2016
This afternoon Bernie Clark and his team will kick off the brokerage's giant annual conference for its RIA allies...
MutualFundWire.com -
Monday, October 24, 2016
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