News Stories Archives - Since 1998
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MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2024
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Titans' Inflows Shrink By $25B In August
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 24, 2024
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Netting $33.619B, BlackRock Threepeats
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 26, 2024
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BlackRock Wins Q2 With $62B
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 17, 2024
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BlackRock Leads a $30B Inflows Spike
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 25, 2024
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April Breaks Funds' Five-Month, $279B Inflows Streak
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 14, 2024
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Titans' Inflows Rise By $68B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, April 19, 2024
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Fido's Inflows Rise By $15B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 19, 2024
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A $1.5T-AUM Firm Adds Its 12th ETF
The new, actively managed fund debuted last week on the NYSE Arca...
MutualFundWire.com -
Wednesday, February 14, 2024
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The $443.748B Comeback
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, January 22, 2024
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Hurtsellers Passes the Reins After 8 Years, And ...
A familiar leader is taking over Voya IM, and a senior Morgan Stanley alum is joining the leadership team...
MutualFundWire.com -
Wednesday, January 10, 2024
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With $29.98B, BlackRock Dominated In November
The M* team updates U.S. flows data for November 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 13, 2023
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30 of the Best Fund Firms For LGBTQ+ Workers In 2023
An advocacy group recognizes 545 employers, including some in the asset management industry...
MutualFundWire.com -
Wednesday, December 6, 2023
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A $1.4T-AUMS AM Adds Five Active ETFs
The move nearly doubles the asset manager's ETF lineup...
MutualFundWire.com -
Monday, October 30, 2023
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A BondBloxx Alum Returns and a 16-Year BlackRock Vet Joins
One new hire reports to the startup's distribution chief, while the other reports to its COO...
MutualFundWire.com -
Friday, September 29, 2023
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Watch For Interval Funds' Widening Lead Over Tender-Offer Funds
The team at a research ally to fundsters expects very different fates for the two product structures...
MutualFundWire.com -
Wednesday, August 23, 2023
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Reader Rating: 4
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Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com -
Friday, May 26, 2023
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Reader Rating: 5
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DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 16, 2023
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Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 20, 2023
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Schwab Dominates, Raking In $38B
The M* team updates U.S. flows data for December 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 19, 2023
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11 Months, $205B In Outflows
The M* team updates U.S. flows data for November 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 16, 2022
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A U.S. Distro Chief Will Join a $476B-AUM Firm
The Southeastern asset manager's new executive hire is based in New England...
MutualFundWire.com -
Monday, September 12, 2022
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Schwab's Inflows Triple to $4.605B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 15, 2022
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Large Firms Account For All the Industry's 2022 Net Outflows
The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 20, 2022
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Only One-Eighth of Large Firms Net Inflows
The M* team updates U.S. flows data for April 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 20, 2022
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Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 18, 2022
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April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Friday, April 1, 2022
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Reader Rating: 5
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Schwab's Five-Month-Old Lead Widens
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 15, 2022
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Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com -
Thursday, March 10, 2022
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Schwab Four-Peats As Large Firms' Marketshare Rises
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 15, 2022
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Schwab's Inflows Nearly Triple to $50B
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 19, 2022
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Schwab Leads Again As These Firms' Inflows Double
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 15, 2021
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This Group's Inflows Fall Fourfold
The M* team updates U.S. flows data for October 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 16, 2021
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Pimco and an Eaton Vance Exec Win Big
A trade group honors three firms and one industry insider at its annual conference...
MutualFundWire.com -
Thursday, October 28, 2021
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Large Firms' Marketshare Jumps to 31 Percent
The M* team updates U.S. flows data for September 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 15, 2021
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A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com -
Thursday, August 12, 2021
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iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com -
Monday, August 2, 2021
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A $16B-AUM Boutique's CFO Passes the Reins, And ...
The new hire hails most recently from a freshly acquired fund firm...
MutualFundWire.com -
Monday, June 7, 2021
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A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com -
Friday, May 21, 2021
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A Biodiversity-Focused Boutique Preps More Strats For Q2 and Q3
The new strategies will be incubated as SMAs, first, but the startup already offers a mutual fund...
MutualFundWire.com -
Tuesday, May 4, 2021
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Reader Rating: 5
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MF and ETF Inflows Quintuple
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 15, 2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com -
Friday, March 12, 2021
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Morgan Stanley and Victory Seal Deals
An investment bank with an asset management and a publicly traded multiboutique each closed on acquisitions earlier this week...
MutualFundWire.com -
Wednesday, March 3, 2021
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Week In Preview, March 1 - March 7
This week, the teams at IDC and MFDF are hosting online events...
MutualFundWire.com -
Monday, March 1, 2021
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2021's Six Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com -
Wednesday, February 17, 2021
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Large Firms' Inflows Rise 11-Fold
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, December 15, 2020
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2020 Fund Flows Swing Back to Black
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 17, 2020
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Morgan Stanley Will Buy a $500B-AUM Fund Firm
The $7-billion deal, split between cash and stock, is expected to close in Q2 2021 and would boost MSIm to about $1.2 trillion in AUM...
MutualFundWire.com -
Thursday, October 8, 2020
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After 13 Years, an AllianzGI Director Moves On
The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM...
MutualFundWire.com -
Wednesday, September 2, 2020
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Week In Preview, August 24-30
This week the teams at Asset-Map and NICSA are hosting online events, while the Expect Miracles team is hosting an in-person event...
MutualFundWire.com -
Monday, August 24, 2020
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More MF Chiefs Speak Up As BLM Protests Continue
CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota...
MutualFundWire.com -
Wednesday, June 3, 2020
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Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 16, 2020
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A 21-Year-Old Fund Firm's Prez Passes the Reins
Meanwhile, a sales and distribution leader is joining the team...
MutualFundWire.com -
Friday, April 3, 2020
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Asset Managers Share Most of the Market's Respite
Last week fundsters had some good market news to celebrate...
MutualFundWire.com -
Monday, March 30, 2020
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Faust Hires to Replace a 23-Year C-Suiter
The veteran fundster is expected to retire next month from the publicly traded mutual fund firm...
MutualFundWire.com -
Thursday, March 26, 2020
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A Very Bad Monday
Yesterday was the market's worst day in more than three decades, and publicly traded asset managers felt the pain...
MutualFundWire.com -
Tuesday, March 17, 2020
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How Long Can Fund Firms Weather the Bear Market?
A retired fundster chief talks to his hometown paper about what might be coming next for fundsters...
MutualFundWire.com -
Friday, March 13, 2020
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Reader Rating: 4
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The 33 Most Influential Women In the U.S. Fund Biz
An investing publication puts together a new list of influencers...
MutualFundWire.com -
Tuesday, March 10, 2020
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Asset Managers Slip As the NYSE Circuit Breaker Trips
20 publicly traded asset managers tracked by MFWire are down an average of 7.7 percent today, as the S&P 500 fell 7.6 percent...
MutualFundWire.com -
Monday, March 9, 2020
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170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com -
Friday, March 6, 2020
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As Markets Swoon, Asset Managers Fall Nearly 12 Percent
It's been a rough week in the stock market, and it's taken its toll on publicly traded asset managers...
MutualFundWire.com -
Friday, February 28, 2020
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Reader Rating: 5
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The Six Most Sustainable Fund Firms
A magazine teams up with an asset manager's ESG arm to rank publicly traded companies on how well they treat the planet...
MutualFundWire.com -
Tuesday, February 11, 2020
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24 Years of Positive Net Flows
The team at a publicly traded fund firm recently released their fiscal Q4 earnings...
MutualFundWire.com -
Tuesday, December 3, 2019
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Week In Preview, November 25-December 1
This week the team at a Baltimore fund firm is hosting a Big Apple event and a Boston fund firm will release earnings...
MutualFundWire.com -
Monday, November 25, 2019
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Four Fund Firms Win Big In Atlanta
Other winners included a wirehouse, another big B-D, and a direct indexer...
MutualFundWire.com -
Tuesday, October 22, 2019
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Reader Rating: 5
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Week In Preview, October 14-20
This week, the teams at AIMSE, ALFI, Eaton Vance, FPA, MMI, NICSA, PGIM, and Schwab are hosting events...
MutualFundWire.com -
Monday, October 14, 2019
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These Five Areas Top a CEO's M&A Wishlist
A publicly traded mutual fund firm's chief talks about his "areas of interest" for future acquisitions...
MutualFundWire.com -
Wednesday, August 28, 2019
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A Rough Week? How About a Rough 12 Months?
Despite a strong 2019, asset managers' shares have not yet recovered from a painful end to 2018...
MutualFundWire.com -
Tuesday, August 6, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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An Ex-Schroders Sales Exec Lands at NYL
After a year at Schroders, a director joins the team at New York Life Investments..
MutualFundWire.com -
Friday, July 12, 2019
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A Serial VP Lands at Eaton Vance
The Eaton Vance team welcomes a 15-year American Century Investments vet...
MutualFundWire.com -
Monday, July 1, 2019
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The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, June 14, 2019
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Week In Preview, May 20-27
This week the teams at ALFI, Capital Market Strategies, DAI Partners, ETFGI, FIASI, and Irish Funds will all host events...
MutualFundWire.com -
Monday, May 20, 2019
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SEC Blesses a New Kind of Active ETF
The regulatory agency gives its conditional approval to a structure nearly five years in the making. Other active ETF ideas still await a verdict...
MutualFundWire.com -
Tuesday, April 9, 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 8, 2019
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NextNextShares? Eaton Vance Preps an ETF Structure
Stephen Clarke and his team are creating another way to balance active PMs' transparency concerns with the benefits of trading on an exchange and the importance of distribution...
MutualFundWire.com -
Tuesday, March 5, 2019
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What Is This $445B Firm's Chief Hunting For?
The head of a publicly traded mutual fund firm talks about what he looks for when kicking the tires on potential deals...
MutualFundWire.com -
Wednesday, February 27, 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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One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com -
Tuesday, February 5, 2019
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Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com -
Friday, January 25, 2019
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Asset Managers Fall 31 Percent
As Mister Market frowns, publicly traded asset managers' share price drops continue...
MutualFundWire.com -
Wednesday, December 19, 2018
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What Do FAs Want In an ESG Fund?
New research sheds light on financial advisors' perspectives on ESG and SRI investing...
MutualFundWire.com -
Wednesday, December 5, 2018
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After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
A liquid alts chief is looking for more external wholesalers...
MutualFundWire.com -
Thursday, November 29, 2018
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Faust Wants Diversification Deals, Not Scale Ones
The Eaton Vance chief talks about the publicly traded asset manager's fiscal 2018 results...
MutualFundWire.com -
Thursday, November 29, 2018
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Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com -
Tuesday, October 30, 2018
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Will a $459.8B Asset Manager Choose Interval Funds?
Execs at a publicly traded mutual fund shop express interest in a special kind of mutual fund...
MutualFundWire.com -
Thursday, October 18, 2018
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Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com -
Monday, October 15, 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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Reader Rating: 5
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Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, October 8, 2018
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One Year In, a Top Sales Vet Rises at Eaton Vance
The exec previously led retail sales for another fund firm...
MutualFundWire.com -
Monday, October 1, 2018
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Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com -
Monday, September 10, 2018
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NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com -
Friday, August 31, 2018
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Reader Rating: 5
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Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com -
Friday, July 6, 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 4, 2018
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Week In Preview, May 14-20
The teams at Capital Link, Capital Market Strategies, Envestnet, ETFGI, Fund Intelligence, Irish Funds, the MFEA, and the NYSE are all hosting events. ..
MutualFundWire.com -
Monday, May 14, 2018
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First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Tuesday, May 1, 2018
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Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com -
Monday, April 30, 2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com -
Friday, April 27, 2018
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Hung Hires a U.S. Distro Chief
The new hire will oversee DC I-O, relationship management, third-party distribution, and more...
MutualFundWire.com -
Thursday, April 19, 2018
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For $351MM, Federated Buys an ESG Shop
Chris Donahue's publicly traded U.S. fund firm has agreed to take a 60-percent stake in an asset manager across the pond...
MutualFundWire.com -
Friday, April 13, 2018
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