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News Stories Archives - Since 1998
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An East-to-West, Two-Fund Adoption
A $24-billion-AUM SoCal team is partnering with a Tar Heel team with more than $1.8 billion in assets...
MutualFundWire.com -
Thursday, August 13, 2020
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Time to Prepare Now for the Future of Wholesaling
A reader shares what she's hearing from sales managers about how they're preparing...
MutualFundWire.com -
Monday, August 10, 2020
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Reader Rating: 5
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Prepping ETFs, a Giant Declares "No Interest" In Direct Retail
Advisors reflect on a longtime ally's history and on its coming shift...
MutualFundWire.com -
Wednesday, August 05, 2020
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Thomas Brings an 11-Year JPM Vet to the Top of Am Cent
The new hire succeeds a 24-year company veteran at the Midwestern fund firm...
MutualFundWire.com -
Tuesday, August 04, 2020
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A 50-Year-Old Fund Firm's Chief Succeeds Its Co-Founder
The publicly traded firm also now has its first lead independent director...
MutualFundWire.com -
Friday, July 31, 2020
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A Distro Startup Raises $2.5MM and Adds Three Sages
After closing a seed found, an ally to fundster gains directors and an advisor...
MutualFundWire.com -
Wednesday, July 29, 2020
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The $755B Half-Year
The M* team updates June 2020 flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Tuesday, July 28, 2020
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45 Firms Win Big, Virtually
Ark led the pack with four wins and two "highly commended" mentions...
MutualFundWire.com -
Monday, July 27, 2020
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Active's Brief Flows Lead Ends
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 24, 2020
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El-Erian Will Guide This $4.75B-AUM Shop
The ex-Pimco chief has been an investor in the firm since last year...
MutualFundWire.com -
Thursday, July 23, 2020
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Bridge Builder Maintains Speed
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 23, 2020
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An October Conference Goes Virtual
In light of the ongoing pandemic, a trade group is taking its big annual conference online this fall...
MutualFundWire.com -
Wednesday, July 22, 2020
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Micro Firms' Flows Sour As Industry Inflows Double Again
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 22, 2020
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Ark Repeats As Small Firms' Outflows Plummet
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 21, 2020
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Two-Thirds of 2020 Outflows Came From Midsize Firms
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 17, 2020
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Titans' Inflows Climb Another 85 Percent
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 16, 2020
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A Gotham Quantrepreneur Restarts
He launched his first shop 28 years ago...
MutualFundWire.com -
Wednesday, July 15, 2020
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As GMO Buys, Hayward Expands His Leadership Team
The value shop agrees to buy a Chi-Town equity shop, and several execs are joining GMO's leadership team or changing roles within it...
MutualFundWire.com -
Wednesday, July 15, 2020
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Reader Rating: 5
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A $7.8B Bond Fund Soft Closes
On the West Coast, a boutique closes its second biggest fund to new investors...
MutualFundWire.com -
Tuesday, July 14, 2020
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Week In Preview, July 13 - July 19
This week the teams at Aite Group, MFDF, MMI, NICSA, and SEC will host virtual events...
MutualFundWire.com -
Monday, July 13, 2020
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Jim Ross Resurfaces to Guide an Acquirer
The company raised $350 million last month to do a deal in asset management, fintech, or wealth management...
MutualFundWire.com -
Friday, July 10, 2020
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An Active Giant Sails Into the Translucent ETF Biz
Their journey began almost a decade ago...
MutualFundWire.com -
Tuesday, July 07, 2020
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Week In Preview, July 6 - July 12
This week the teams at FSI, MFDF, and MMI are all hosting online events...
MutualFundWire.com -
Monday, July 06, 2020
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Happy Fourth of July!
In observance of the Independence Day market holiday, MFWire will be closed all day tomorrow...
MutualFundWire.com -
Thursday, July 02, 2020
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Nine Years In, a Series Trust Shop Debuts Another
A back-office ally to fundsters rolls out its second mutual fund series trust...
MutualFundWire.com -
Tuesday, June 30, 2020
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A $506B-AUM Giant Enters the ETF Dimension
A 2019 SEC rule played a part in their decision...
MutualFundWire.com -
Monday, June 29, 2020
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Week In Preview, June 28 - July 5
This week, the teams at FIASI and Nasdaq are hosting events...
MutualFundWire.com -
Monday, June 29, 2020
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For the Second Time In Six Years ...
... monthly active inflows beat passive inflows, according to estimates from the folks at M*...
MutualFundWire.com -
Wednesday, June 24, 2020
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Week In Preview, June 22 - June 28
This week the teams at AAAA, Advisor Perspectives, Broadridge, and the Expect Miracles Foundation are scheduled to host online events...
MutualFundWire.com -
Monday, June 22, 2020
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A Tar Heel Firm Hires a COO, With an Eye On Tech
The new hire joined on June 1...
MutualFundWire.com -
Tuesday, June 16, 2020
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Midsize Fund Firms' Inflows Return
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 16, 2020
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Fundsters Resolve to Break the Silence
Many asset management industry leaders have spoken up on racism since the death of George Floyd last month...
MutualFundWire.com -
Thursday, June 11, 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 03, 2020
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How Far Can You Bike, Walk, or Run for Cancer Survivors?
A new charity fundraiser begins next month to bring financial support to those afflicted by cancer...
MutualFundWire.com -
Thursday, May 28, 2020
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Reader Rating: 5
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Brilliant Adds a M* Vet to the C-Suite
The Diamond Hill chief is also looking to fill another top spot at the fund firm...
MutualFundWire.com -
Tuesday, May 26, 2020
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Reader Rating: 3
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An Arizona Startup Enters the MF Biz
The team is now trumpeting their first mutual fund, which debuted at the end of 2019...
MutualFundWire.com -
Thursday, May 21, 2020
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An Ex-MF Chief Joins an AI-Driven Shop
He's taking over the firm's North America efforts. Next up is their first hedge fund, and then, perhaps later this year, their first mutual fund...
MutualFundWire.com -
Wednesday, May 20, 2020
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An ETF Entrepreneur Looks For a CTO and Another Angel Or Two
After hitting a big milestone at one startup, this fundster is off to a new venture...
MutualFundWire.com -
Monday, May 18, 2020
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Reader Rating: 4
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Midsize Outflows Plunge 96 Percent
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 18, 2020
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20 Years In, an Alts Shop Enters the ETF Biz
A Gotham boutique debuts its first ETF under a new arm. Stay tuned for more down the line...
MutualFundWire.com -
Wednesday, May 13, 2020
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The Top Three Fund Firms For Diversity
They're among the 50 winners in a publication's 2020 list...
MutualFundWire.com -
Monday, May 11, 2020
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Watch For This SoCal Boutique to Beef Up Sales
Earlier this year, the team launched their first ETF and celebrated a big milestone for their flagship MF...
MutualFundWire.com -
Tuesday, May 05, 2020
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Reader Rating: 5
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Blass Will Help Guide the SEC's Crisis Response
The IM division director and someone on her team are joining a new group at the mutual fund industry's chief regulator...
MutualFundWire.com -
Monday, May 04, 2020
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A Fundster Recruiter Finds a New Home at Ridgeway
The new hire will lead the asset and wealth management practice alongside Kevin McKeon...
MutualFundWire.com -
Thursday, April 30, 2020
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15 Percent of Money Funds' AUM Arrived Last Month
The M* team updates flows data for March and Q1 2020 on money market mutual funds in the U.S...
MutualFundWire.com -
Thursday, April 23, 2020
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A 50-Year-Old Fund Firm Wins Stimulus Funds
An asset manager with $17.1 billion in AUM expects to receive $6.7 million in loan assistance "in the next few weeks."..
MutualFundWire.com -
Thursday, April 23, 2020
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Reader Rating: 5
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SSGA and WCM Had a Strong March
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 22, 2020
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A Focused Growth Shop Won In Q1
The M* team updates data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 21, 2020
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M* Buys a Key Ally For Another $59.55MM
The Chi-Town investment research giant has teamed up with the target for nearly five years and has invested in it since 2017...
MutualFundWire.com -
Tuesday, April 21, 2020
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This Wirehouse Will Trim Its Fund Menu By Two Percent
The move comes as the industry continues to brace for Reg BI, which is still coming as scheduled, despite the ongoing coronavirus crisis...
MutualFundWire.com -
Friday, April 17, 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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$218B Flows Out of the Giants
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 15, 2020
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King Lands, Post-Foresters
He takes an institutional distribution leadership role at an Indiana firm...
MutualFundWire.com -
Tuesday, April 14, 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 03, 2020
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iShares and the Godfather of ETFs Win Big
For the first time, these industry awards were not revealed at a celebratory dinner...
MutualFundWire.com -
Friday, April 03, 2020
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April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs...
MutualFundWire.com -
Wednesday, April 01, 2020
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Reader Rating: 5
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Fundsters Donate Millions to Coronavirus Crisis Relief
An asset management titan and a retired star PM are among those contributing their money to help those in need during the ongoing COVID-19 crisis...
MutualFundWire.com -
Wednesday, March 25, 2020
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COVID-19 Pushes Back Two More Conferences
Another pair of events, including one of the industry's most prominent events, have been postponed thanks to the ongoing coronavirus pandemic...
MutualFundWire.com -
Tuesday, March 24, 2020
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Midsize Fund Flows Swing Negative
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 17, 2020
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More Events Get Pushed By Coronavirus Fears
Industry events continue to be delayed in light of the ongoing COVID-19 pandemic...
MutualFundWire.com -
Friday, March 13, 2020
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Measuring Brand Power Against Market Uncertainty
An ETF-powering startup's team stopped by the NYSE last Friday...
MutualFundWire.com -
Thursday, March 12, 2020
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Reader Rating: 5
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What Does Coronavirus Mean For Conference Season?
Word is that some firms are restricting domestic travel in light of coronavirus' continued spread. Some fundster events are being pushed back or cancelled...
MutualFundWire.com -
Wednesday, March 11, 2020
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COVID-19 Comes to Asset Management
A Gotham employee at a big asset manager tests positive, and a key regulatory agency's HQ is going remote...
MutualFundWire.com -
Wednesday, March 11, 2020
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Reader Rating: 5
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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 09, 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 06, 2020
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SSGA Builds a Living Wall Outside the NYSE
The asset manager's team is taking a viral symbol up 681 notches this weekend...
MutualFundWire.com -
Friday, March 06, 2020
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MFDF's Board Anoints Wyderko's Successor
The fund directors trade group is about to gain its first new chief in eight years...
MutualFundWire.com -
Thursday, March 05, 2020
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Flanagan Hires a Successor For a 15-Year C-Suiter
The new hire will join next month and succeed the company veteran in August...
MutualFundWire.com -
Tuesday, February 25, 2020
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A $26B-AUM Shop Adds a Prez
A 29-year-old mutual fund firm on the West Coast welcomes a key exec in a newly created role...
MutualFundWire.com -
Tuesday, February 25, 2020
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First Trust Expands Its Lead
The M* team updates flows data for January 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 14, 2020
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One CO Firm Buys Another's Funds
The deal is expected to reduce fund operating expenses by $1.8MM per year...
MutualFundWire.com -
Thursday, February 13, 2020
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An LA Alts Shop Amps Up Its MF Distro
The move comes as the team celebrates a big milestone for their mutual fund business...
MutualFundWire.com -
Wednesday, February 12, 2020
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Reader Rating: 5
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Brilliant Adds Two Key New Roles At Diamond Hill
The Buckeye State firm's team welcomes a senior hire as one of their own rises...
MutualFundWire.com -
Friday, February 07, 2020
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Reader Rating: 5
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A Trillion-Dollar Fund?
The biggest mutual fund is approaching the 13-digit mark...
MutualFundWire.com -
Thursday, February 06, 2020
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Partying Fundsters Raise More than $300K In a Night
An industry charity hosted a big bash in Gotham. Next up are golf tournaments in April and June...
MutualFundWire.com -
Wednesday, February 05, 2020
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Reader Rating: 5
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An AM Group Tries to Help FAs Put the Pieces Together
A trade group unveils website to educate advisors and help them educate their clients...
MutualFundWire.com -
Tuesday, February 04, 2020
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Sullivan and Walker Each Do Deals
The Legg Mason chief is doubling down on a four-year-old bet. Separately, Neuberger Berman buys a real estate-focused shop...
MutualFundWire.com -
Tuesday, February 04, 2020
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Week In Preview, January 27-February 2
This week, the teams at FIASI, FSI, informa, MFDF, and Tiburon are hosting events, and several asset managers will release earnings reports...
MutualFundWire.com -
Monday, January 27, 2020
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A $5.9B-AUM ETF Shop Buys Twice
The privately held firm does its first two deals: both direct, both fund adoptions...
MutualFundWire.com -
Friday, January 24, 2020
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Kraus and Co Led Last Year
The M* team updates flows data for December 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 21, 2020
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Crossing the $7T-AUM Mark
The world's largest asset manager saw its AUM rise 24 percent last year...
MutualFundWire.com -
Friday, January 17, 2020
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Midsize Firms' Outflows Fell 78 Percent In 2019
The M* team updates flows data for December 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 16, 2020
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Top Leaders at Fido and the SEC Say Goodbye
An SEC commissioner and an 18-year Boston Behemoth veteran are both preparing to exit...
MutualFundWire.com -
Thursday, January 16, 2020
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Repetto Hires a Familiar Academic
The DFA alum adds a familiar face to his team at a new arm of American Century...
MutualFundWire.com -
Monday, January 06, 2020
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Seven Years In, a U.S. Boutique Unwinds a Canadian Deal
The divestment is expected to close in March for roughly the same price that the fund firm paid in the first place...
MutualFundWire.com -
Monday, January 06, 2020
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A W Coast Fund Firm Opens a Third Office
A freshly promoted company insider now leads the new location...
MutualFundWire.com -
Thursday, January 02, 2020
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Blass Says Goodbye to an Architect of MF Disclosures
A top SEC official is leaving the regulatory agency for a second time...
MutualFundWire.com -
Tuesday, December 24, 2019
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O'Hanley Adds Another Hat
The State Street Corporation CEO will take on the role of a retiring company veteran...
MutualFundWire.com -
Monday, December 23, 2019
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Frontier Teams Up With an EM Specialist
The Chicago area shop helps seed a strategy that will power its new mutual fund...
MutualFundWire.com -
Wednesday, December 18, 2019
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FS Will Buy a Four-Year-Old MF Startup
The deal is expected to close in Q1, with the CEO and CIO staying on board...
MutualFundWire.com -
Wednesday, December 18, 2019
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Nationwide Leads Again
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 13, 2019
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A $99B-AUM Shop Buys an Alt Credit Specialist
The deal is expected to close early next year...
MutualFundWire.com -
Wednesday, December 11, 2019
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A Founder of a $1.2T-AUM Titan Dies
The retired fundster died last weekend at the age of 84...
MutualFundWire.com -
Wednesday, December 11, 2019
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Expect Miracles Beats Its Record 2018
The team at the mutual fund industry cancer fighting charity reveals their numbers for this year...
MutualFundWire.com -
Monday, December 09, 2019
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After 11 Years, an NYC MF Legal Eagle Rises
Starting in January, he will be one of 15 new partners at the firm...
MutualFundWire.com -
Friday, December 06, 2019
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Reader Rating: 5
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From MF RIA Channel Chief to Family Office Services
A Lone Star State fundster moved to the Boston Behemoth a few months ago...
MutualFundWire.com -
Thursday, December 05, 2019
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Meet Alps Advisors' New Chief
The freshly appointed head of the mutual fund and ETF shop and SS&C subsidiary talks to his hometown paper...
MutualFundWire.com -
Friday, November 29, 2019
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Schwab Gobbles a Rival Supermarket. Now What, Fundsters?
The revelation of the deal comes less than two months after both firms eliminated trading commissions on ETFs, options, and stocks...
MutualFundWire.com -
Tuesday, November 26, 2019
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An ETF Founding Father Will Retire Next March
The exec prepares to exit after a 27-year career at one of the big three ETF shops...
MutualFundWire.com -
Friday, November 22, 2019
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A Midwestern Fund Firm's AUM and Avg Fee Rate Slip
The team reports their first quarterly earnings since a new chief took over earlier this fall...
MutualFundWire.com -
Thursday, November 21, 2019
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