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News Stories Archives - Since 1998
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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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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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