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News Stories Archives - Since 1998
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Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2019
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A Focused Growth Shop Wins in September
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 18, 2019
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A Subadvised Fund Firm Leads the Micro Pack
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 17, 2019
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A Global Equity Shop Three-Peats
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 16, 2019
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A Midwestern ETF Shop Retakes First
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 15, 2019
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BlackRock Retakes the Lead, But ...
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 14, 2019
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Shelton's Clark Hires As a Sales Vet Retires
As a director of advisor services retires, an RBC alum fills their shoes. ..
MutualFundWire.com -
Thursday, October 10, 2019
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Third Avenue's Ex-Chief Plans "Index Disruptors"
A veteran leader from the mutual fund side of asset management has switched over to the ETF side of the business...
MutualFundWire.com -
Tuesday, October 08, 2019
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Three Mesirow Teams Power Its Third Fund
Stay tuned for more launches and for SMA and CIT versions of the new product...
MutualFundWire.com -
Thursday, October 03, 2019
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Two Big NTF Platforms Expand to All U.S. ETFs
The moves were part of broader commission eliminations at both firms, in the U.S. and Canada...
MutualFundWire.com -
Wednesday, October 02, 2019
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The 11 Best Fund Firms For Working Mothers
11 firms in the asset management business land on a magazine's annual list recognizing 100 companies in the U.S...
MutualFundWire.com -
Tuesday, October 01, 2019
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Thomas Spreads the Wings of AmCent's First Untethered Brand
The fund firm's chief expects to unlock another segment of the marketplace with the new boutique, which is led by a former co-CEO of another big fund firm...
MutualFundWire.com -
Friday, September 27, 2019
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It's About to Get Easier to Enter the ETF Biz
After more than a decade in the works, the SEC is streamlining the process of getting into the ETF space for traditional ETFs...
MutualFundWire.com -
Friday, September 27, 2019
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A 44-Year-Old Indie Fund Firm Rebrands, Slightly
The team at an employee-owned equity asset manager is tweaking the shop's name...
MutualFundWire.com -
Wednesday, September 25, 2019
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Week In Preview, 9/23-29
This week the teams at CFRA, Expect Miracles, FIASI, ICI, IDC, IMEA, Informa, InvestmentNews, IWI, NICSA, Opal, and Strategic Insight are all hosting events...
MutualFundWire.com -
Monday, September 23, 2019
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Small Fund Firms' Outflows Shrink
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 19, 2019
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14 Asset Managers Win Big In Gotham
An FA trade publication fetes fundsters, B-Ds, and more via its fifth annual awards.
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MutualFundWire.com -
Tuesday, September 17, 2019
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Reader Rating: 4
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328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com -
Wednesday, September 11, 2019
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Ivascyn Puts This Principle Front and Center
The Pimco investment chief talks about his current outlook and more...
MutualFundWire.com -
Wednesday, September 11, 2019
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Bell Adds a Voya IM Strategic Chief
The asset manager's CFO creates a new role to oversee "strategic planning, prioritization and execution efforts." Is M&A next?..
MutualFundWire.com -
Tuesday, September 10, 2019
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Gatch Doubles Down On a Fintech
JPMAM's next chief is investing further in a startup that specializes in helping individual investors find FAs...
MutualFundWire.com -
Tuesday, September 10, 2019
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Week In Preview, September 9-15
This week the teams at Barclays, Bonhill Group, FSI, informa, Information Age, InvestmentNews, Irish Funds, and MMI are all hosting events...
MutualFundWire.com -
Monday, September 09, 2019
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A LoCorr Alum Joins Thrivent
After leaving LoCorr, a sales manager joined the team at Thrivent...
MutualFundWire.com -
Friday, September 06, 2019
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Can the Quiet MF Titan Speak Up? It Can!
The team at a mutual fund industry giant is kicking off their first ever brand marketing and TV campaign...
MutualFundWire.com -
Wednesday, September 04, 2019
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Two Decades of Impact Investing
A Sunshine State asset management firm a big anniversary for its flagship product. ..
MutualFundWire.com -
Friday, August 30, 2019
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Happy Labor Day!
MFWire will be closed Monday in observance of the Labor Day market holiday...
MutualFundWire.com -
Friday, August 30, 2019
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The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, August 30, 2019
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From Billionaire Fundster Chief to the NBA or NFL?
A sports website wonders if a certain familiar mutual fund industry CEO might buy into the professional basketball or football businesses...
MutualFundWire.com -
Friday, August 23, 2019
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Active Outflows Disappear As Passive Inflows Fall
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 19, 2019
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Blue Tractor's ETF Structure Inches Toward Approval: Take Nine
Could the 9th time be the charm for Blue Tractor in their quest for SEC approval?..
MutualFundWire.com -
Wednesday, August 14, 2019
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A Natixis Boutique Regains the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 14, 2019
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The World's 14th Richest Family Runs MFs
Among the 25 richest dynasties in the world, there's only one family of fundsters...
MutualFundWire.com -
Wednesday, August 14, 2019
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An I-Bank's AM Wins In July
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 13, 2019
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The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com -
Friday, August 09, 2019
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An Employee-Owned Shop Revamps Its Second MF
Stay tuned for more launches from the firm's six-group investment management arm...
MutualFundWire.com -
Thursday, August 08, 2019
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Will a Multiboutique Sell This $19B Shop?
The asset manager is reportedly exploring unloading its majority stake in one of its many affiliates...
MutualFundWire.com -
Wednesday, August 07, 2019
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Mellody Hobson Reminisces
The Ariel co-CEO talks to the NYTimes about her first job, her mom, and more...
MutualFundWire.com -
Tuesday, July 23, 2019
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The $6-Billion Question About M&A
Could holding onto the past inhibit fundsters from succeeding in the future?..
MutualFundWire.com -
Thursday, July 18, 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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Expect Miracles Merges
The mutual fund industry charity for fighting cancer combines with a similar charity...
MutualFundWire.com -
Tuesday, July 16, 2019
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First Trust Dethrones Baird
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 16, 2019
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ETF Newcomer Passes $100MM In AUM
A startup recently passed $100 million in assets under management, less than a year after launch.
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MutualFundWire.com -
Monday, July 15, 2019
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An M* Vet Takes Over a Midwestern Fund Firm
The new CEO and president will join the publicly-traded asset manager in September...
MutualFundWire.com -
Friday, July 12, 2019
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GQG's Chiefs Elevate Five New Leaders
As the firm hits a three year milestone, GQG Partners evolves its leadership to fit an international context...
MutualFundWire.com -
Wednesday, July 10, 2019
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26 Years, $4T
A growing but concentrated portion of the asset management business in the U.S. crosses another milestone...
MutualFundWire.com -
Wednesday, July 10, 2019
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With M&A on the Rise, Firms Face Data and Content Challenges
A reader tackles data challenges for multi-boutique asset managers...
MutualFundWire.com -
Monday, July 08, 2019
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Reader Rating: 5
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Week In Preview, July 8-14
This week the InvestmentNews team is hosting an event...
MutualFundWire.com -
Monday, July 08, 2019
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ETF Attrition Balloons
Fundsters shut down a record number of ETFs in the first half of 2019, beating the prior record by nearly a third...
MutualFundWire.com -
Friday, July 05, 2019
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Bruce Bond Rings the Opening Bell
The Innovator CEO opens the trading day as the shop launches two new ETFs...
MutualFundWire.com -
Tuesday, July 02, 2019
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Blue Tractor Tries to Please the SEC: Take Eight
If at first you don’t succeed…..
MutualFundWire.com -
Thursday, June 27, 2019
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After Fidelity, an Ousted Star Becomes a Hedge Fundster
He left the Boston Behemoth in 2017 and has now launched his own shop with more than $300MM in AUM...
MutualFundWire.com -
Tuesday, June 18, 2019
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A Global Equity Shop Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, June 17, 2019
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Baird Three-Peats
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 14, 2019
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Bang! Calamos Seals a Deal
The midwestern fund firm buys a boutique and adopts its fund. Perhaps a new fund or two will come next...
MutualFundWire.com -
Tuesday, June 04, 2019
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From M&A Lawyer to Author to ETF Entrepreneur
Exponential ETFs and U.S. Bank help a startup enter the business...
MutualFundWire.com -
Thursday, May 30, 2019
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For $60MM to $70MM, an I-Bank Exits Asset Management
Management will buy up part of the firm, while an alternative asset manager will buy up the rest...
MutualFundWire.com -
Thursday, May 30, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Sullivan Makes Nice With a Familiar Legg Mason Backer
An activist is back for round two with the publicly traded, multi-boutique asset manager...
MutualFundWire.com -
Wednesday, May 22, 2019
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A Harbor SVP Departs, Again
The exec most recently spent 18 years at the Chi-Town fund firm...
MutualFundWire.com -
Tuesday, May 21, 2019
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Victory Squeezes More Out of the USAA Deal
The CEO and CFO talk to analysts on the multi-boutique's Q1 2019 earnings call...
MutualFundWire.com -
Thursday, May 16, 2019
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Will Peltz Duke It Out With This Fund Firm, Again?
The billionaire activist investor's Trian Fund Management may push new changes at a familiar, publicly traded asset manager...
MutualFundWire.com -
Wednesday, May 15, 2019
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Reader Rating: 3
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Mid-Size Outflows Rise
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Another Titan Breaks the Flows Duopoly
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Will This U.S. Multinational Open the MF Door to China?
Perhaps it will be the first foreign asset manager to take a majority stake in a Chinese fund firm...
MutualFundWire.com -
Thursday, May 09, 2019
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"Global" Is the Word of the Day
The 2019 ICI GMM begins in Washington, D.C.!..
MutualFundWire.com -
Wednesday, May 01, 2019
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Mass Customization, ESG Style
A firm looks to help asset managers and B-Ds offer investors ESG versions of various models...
MutualFundWire.com -
Monday, April 29, 2019
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Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com -
Monday, April 29, 2019
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A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com -
Friday, April 26, 2019
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Two Asset Management Deals That Weren't
An acquisition falls through, and a separate divestment isn't in the cards, either...
MutualFundWire.com -
Tuesday, April 23, 2019
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Week In Preview, April 22-28
This week the teams at AIMSE and MMI are hosting events...
MutualFundWire.com -
Monday, April 22, 2019
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Shouldn't We Stop Calling It That?
A few thoughts on branding and innovation in the mutual fund biz .....
MutualFundWire.com -
Thursday, April 18, 2019
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Sorry, Fundsters. This Titan Is Not Buying
At least he's not on the hunt for asset management M&A...
MutualFundWire.com -
Wednesday, April 17, 2019
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Baird Leads As Mid-Size Flows Fall
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 16, 2019
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Fidelity and T. Rowe Lead This New Old Awards Race
The two mutual fund giants each landed three nominations, more than any other fund firms...
MutualFundWire.com -
Tuesday, April 16, 2019
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The Most Powerful Force in the Investment Universe
A reader weighs in on the most famous product of an investment research giant...
MutualFundWire.com -
Friday, April 12, 2019
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Reader Rating: 5
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Nine Years Later, Macquarie Makes Another Big U.S. Buy
Shawn Lytle unveils a deal to buy an MF biz with $12.3-billion in AUM...
MutualFundWire.com -
Tuesday, April 09, 2019
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At FIS, a 26-Year Fund Services Vet Rises
The executive first joined the firm in 2017...
MutualFundWire.com -
Monday, April 08, 2019
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Five Tips to Shape Your Shareholder Letter
A reader weighs in with methods for improving a standard communication platform for fundsters...
MutualFundWire.com -
Friday, April 05, 2019
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Check Your Ego to Lead This MF Giant
An asset management chief talks about his unusual career path and the firm's tough 2018...
MutualFundWire.com -
Wednesday, April 03, 2019
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A $727B-AUM Fund Firm Drops Its Home Team
A publicly traded asset manager is exiting all of its sports sponsorships, including its sponsorship of a nearby baseball team...
MutualFundWire.com -
Tuesday, April 02, 2019
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After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com -
Monday, April 01, 2019
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25 Years In, a Religious Fundster Preps ETFs and More
Watch for the firm to broaden the reach of one of its non-fund offerings, too...
MutualFundWire.com -
Wednesday, March 27, 2019
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After Tweaks and a Retirement, a Distro Chief Focuses On Execution
"The industry's going through a lot of change. We are as a company pretty right-sized to take advantage."..
MutualFundWire.com -
Tuesday, March 26, 2019
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A CT Research Shop Enters the ETF Biz
The firm specializes in real estate investing and is a subsidiary of a wealth management RIA...
MutualFundWire.com -
Wednesday, March 20, 2019
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Reader Rating: 1
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DoubleLine Leads a Rebounding Mid-Size Pack
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 13, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 08, 2019
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Eyeing Two Channels, This Gotham Fundster Chief Is Hiring
Also stay tuned for more product launches at the niche mutual fund and ETF shop...
MutualFundWire.com -
Thursday, March 07, 2019
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After 26 Years at SEI, a C-Suiter Retires
Stay tuned for word on who will fill the executive's shoes...
MutualFundWire.com -
Thursday, March 07, 2019
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A Different Kind of Free?
ETFs with expense ratios of zero bps are officially on the way. Yet there are some caveats...
MutualFundWire.com -
Wednesday, March 06, 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 05, 2019
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Pre-GMM, a Fundster Ally's Conference Returns
It's been four years since this firm last held this event for "entrepreneurial fund firms that have great funds and always want to know more about how to market."..
MutualFundWire.com -
Friday, March 01, 2019
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Dodge & Cox Rebounds to the Front
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Abbott Doubles Down On a $7.3B-AUM Boutique
The deal also involves a changing of the guard at the SoCal shop...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 5
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ProShares Wins as Mid-Size Flows Stabilize
M* updates January 2019 fund flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 25, 2019
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Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com -
Monday, February 25, 2019
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What Really Predicts ETF Success?
FactSet.com describes how the exchange traded fund side of the marketplace "has been getting tougher for years."..
MutualFundWire.com -
Thursday, February 21, 2019
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A Chi-Town Team Crowns Their First Fund Merger
The deal boosts one of their funds to $122.5 million and adds another PM to the team...
MutualFundWire.com -
Wednesday, February 20, 2019
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What Jobs Is This $538B Asset Manager Moving?
A publicly traded shop publicly discloses the breakdown of its moving and hiring plans for its next HQ...
MutualFundWire.com -
Wednesday, February 20, 2019
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From AI Engine to Mutual Fund
A boutique division of a $50B-AUM British asset manager rolls out an MF on this side of the pond...
MutualFundWire.com -
Tuesday, February 19, 2019
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Reader Rating: 5
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The Fundster 401k Roundup
Recordkeeper and TPA deals, KPA movement, and more made headlines this week on the defined contribution side of the business...
MutualFundWire.com -
Friday, February 15, 2019
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Reader Rating: 5
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