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News Stories Archives - Since 1998
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What Is This $14B-AUM Fund Firm's Chief Hunting For?
One year in, a subadvised mutual fund and ETF shop's head honcho talks about his pipeline for building out the firm's product and subadvisor lineups...
MutualFundWire.com -
Friday, October 30, 2020
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In Seven Months, These Funds Beat Their 2019 Record
According to the M* team, the group brought in $30.7 billion in net inflows in the first nine months of 2020...
MutualFundWire.com -
Friday, October 30, 2020
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Active ETFs Beat 2019 In Nine Months
Worldwide, actively managed ETFs broke a pair of their records last month, according to an industry research firm...
MutualFundWire.com -
Tuesday, October 27, 2020
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Q3 Hurt, But It Couldn't Spoil Money Funds' 2020
The M* team updates flows data for September 2020 for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, October 23, 2020
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As a Giant Enters, an ETF Vet Joins
An industry vet joins the Dimensional team..
MutualFundWire.com -
Thursday, October 22, 2020
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Gatch Remains, Anointing Stevens' Successor
An industry trade group will gain a new chief next month, in advance of its long-time chief's retirement. Yet the chairman is staying on for another term...
MutualFundWire.com -
Wednesday, October 21, 2020
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Ark's Pace Slows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 21, 2020
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16 Percent of 2020 Outflows Come From the Smallest Firms
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 20, 2020
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A New England Boutique Launches Its Third ETF
They launched their second earlier this year. Yet their first also shuttered this year...
MutualFundWire.com -
Monday, October 19, 2020
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Reader Rating: 5
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37 Percent of Small Fund Firms Have Net 2020 Inflows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 16, 2020
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Midsize Firms' Inflows Fall 78 Percent
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 15, 2020
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BlackRock Wins In Q3, But Not YTD
Corrected | The M* updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 14, 2020
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A $220B-AUM Firm Comes to America
A European asset manager opens its first office in the U.S...
MutualFundWire.com -
Tuesday, October 13, 2020
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Neuberger, Nuveen, Payden, and SSGA Win For Climate Responsibility
A U.K. investors' network names thirty-six companies to its annual recognition of exceptional business practitioners. The winners include several U.S. mutual fund firms...
MutualFundWire.com -
Tuesday, October 13, 2020
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Reader Rating: 5
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FLX Expands a Team By Four and Adds a Sage
The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member...
MutualFundWire.com -
Monday, October 12, 2020
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A Fundster Leaves a Mark On Princeton
As the Ivy League university removes one name, it prepares to add another after a "major gift."..
MutualFundWire.com -
Friday, October 09, 2020
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Carpenter Hires a Veteran Industry Marketer
A Big Apple marketing ally to fundsters has migrated to another firm in the city...
MutualFundWire.com -
Monday, October 05, 2020
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Reader Rating: 5
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An Ex-CEO's 17-Month Swan Song Begins
He'll take another step back in three months, before passing the remaining reins in 2022...
MutualFundWire.com -
Friday, October 02, 2020
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Two Discount Brokerage Deals Near Their Finish Lines
Both have now cleared final regulatory approvals. Expect both to wrap up in less than week...
MutualFundWire.com -
Thursday, October 01, 2020
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A Subadvised Startup Opens, With an ESG Quant Ally
The entrepreneurs are also teaming up with an active ETF player and a series trust...
MutualFundWire.com -
Tuesday, September 29, 2020
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An Arkansas SMA Shop Makes an ETF Push
The firm is partnering with ETC on the new suite...
MutualFundWire.com -
Friday, September 25, 2020
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Ark's Flood Continues
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 22, 2020
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After a Spike, Small Fund Firms' Outflows Collapse
The M* team updates flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 17, 2020
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2020 Inflows Reach 46 Percent of This Shop's AUM
The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 16, 2020
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A Midwestern Fund Firm's Website Wins
The Web Marketing Association recognizes an asset manager and a key ally...
MutualFundWire.com -
Friday, September 11, 2020
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Reader Rating: 5
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After 16 Years, a Midwestern Exec Leaves Nuveen
Updated | He joined a predecessor firm in 2014 and stayed on after the Nuveen acquisition almost a decade ago...
MutualFundWire.com -
Thursday, September 10, 2020
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In Jersey, Dallmer Finds DFA's Next C-Suiter
The new hire will join the $514-billion-AUM Lone Star State fund firm next week...
MutualFundWire.com -
Thursday, September 10, 2020
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Week In Preview, September 8 - 13
This week, the teams at Bonhill, DiversityQ, Information Age, IWI, MFDF, and WealthManagement.com are hosting online events...
MutualFundWire.com -
Tuesday, September 08, 2020
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$1T Versus $13.94B
The industry's biggest fund passes an imposing milestone, even as there's a new leader at the head of the active ETF pack...
MutualFundWire.com -
Friday, September 04, 2020
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Fortune Smiles On a T. Rowe Leader
A consultant-turned-fundster is one of the "40 under 40" highlighted in a revamped list...
MutualFundWire.com -
Thursday, September 03, 2020
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A Big Apple Startup Preps Its First ETF
The fund is expected to launch sometime this month...
MutualFundWire.com -
Tuesday, September 01, 2020
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Reader Rating: 5
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A $26B-AUM Active Shop Enters the ETF Biz
The Gotham boutique is about 56 years old now...
MutualFundWire.com -
Friday, August 28, 2020
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Spina Builds a Portfolio Service Team
An asset management-focused TPM in New Jersey hires four people to launch a team to further build out the firm's distribution model...
MutualFundWire.com -
Thursday, August 27, 2020
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Reader Rating: 5
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Wilczewski Aims to Bring Eight DWS Segments Closer Together
The multinational's new client coverage chief in the Americas talks institutionalization, branding, and more...
MutualFundWire.com -
Tuesday, August 25, 2020
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Money Fund Outflows Fall 64 Percent
The M* team updates July 2020 fund flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Tuesday, August 25, 2020
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An Insti Chief Takes Over a Multinational's Americas Client Coverage
The freshly appointed executive is also a veteran of Van Kampen, Wilshire, and Aon...
MutualFundWire.com -
Monday, August 24, 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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An Active Giant's ETF Biz Crosses $10B
The mutual fund firm entered the ETF space in 2013 and now has 91 ETFs globally...
MutualFundWire.com -
Thursday, August 20, 2020
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Ark Takes the Lead, Proportionately
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, August 20, 2020
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Two Years, Three Funds, $500MM In AUM
A Gotham entrepreneur celebrates his startup's milestone...
MutualFundWire.com -
Wednesday, August 19, 2020
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Reader Rating: 5
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47 Percent of Micro Fund Firms Gain 2020 Inflows
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 19, 2020
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An ESG Chief Joins a Five-Boutique AM
The new hire will be head of responsible investing at the firm...
MutualFundWire.com -
Tuesday, August 18, 2020
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Small Fund Firms' Outflows Quadruple
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 18, 2020
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For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 17, 2020
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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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