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News Stories Archives - Since 1998
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Bridge Builder Keeps Dominating
M* updates mutual fund and ETF flows data for July...
MutualFundWire.com -
Tuesday, August 14, 2018
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Getting to Know a Publicity-Shy Fundster Titan
A local magazine offers a glimpse into the life of one of the mutual fund industry's most important, and least visible, leaders...
MutualFundWire.com -
Thursday, August 09, 2018
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An ETF Entrepreneur Adds a Marketer and Builds Out Distro
One year in, a Gotham shop now has five funds, seven people, and $320 million in AUM...
MutualFundWire.com -
Monday, July 30, 2018
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The SEC Rejects a Bitcoin ETF, Again
By a 3-1 vote, the commissioners stand by their previous decision against the Winklevi. Yet is there hope for rivals?..
MutualFundWire.com -
Friday, July 27, 2018
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When FAs Want Portfolio Construction Help, They Turn to ...
New research suggests that a certain asset management giant leads the pack when it comes to the best fund firms for portfolio construction advice, in the eyes of advisors...
MutualFundWire.com -
Thursday, July 26, 2018
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MacAlpine Wins WisdomTree's First NTF IBD Ally
All of the publicly traded ETF shop's funds will be available on the NTF platform...
MutualFundWire.com -
Wednesday, July 25, 2018
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Senators Grill Trump's SEC Pick on Fiduciary Issues
Cryptocurrency, cybersecurity, enforcement, insider trading, subpoena power, and other issues also came up at the nominee's shared confirmation hearing yesterday morning...
MutualFundWire.com -
Wednesday, July 25, 2018
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Case of the Week: Deadline to Establish a SIMPLE IRA Plan
Jenny Kiffmeyer of the RLC offers FAs eligibility reminders about the retirement plan...
MutualFundWire.com -
Tuesday, July 24, 2018
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Meet the Familiar Next Owner of Cetera
Fundsters and defined contribution industry insiders may recognize the Bay Area private equity giant that is buying the giant indie B-D network...
MutualFundWire.com -
Wednesday, July 18, 2018
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A Fund-of-Funds Shop's Inflows Double
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Tuesday, July 17, 2018
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For Deal #10, Hennessy Heads to Dallas
The acquisitive fundster entrepreneur is taking over a pair of mutual funds in the energy sector...
MutualFundWire.com -
Wednesday, July 11, 2018
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A Low Vol Shop Climbs Into First
M* updates mutual fund and ETF flows data for May. Here's who led and lagged the pack among the smallest fund firms...
MutualFundWire.com -
Tuesday, July 10, 2018
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Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com -
Friday, July 06, 2018
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Allianz Expects Less From Asset Management This Year
Another $175.25 billion in inflows probably isn't in the cards...
MutualFundWire.com -
Friday, July 06, 2018
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There's a New Reigning Champ Among Fund Firms
M* release its monthly flows report for May 2018...
MutualFundWire.com -
Friday, June 29, 2018
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Will Clayton and Co Open the ETF Floodgates?
This morning the SEC will consider a proposal that could transform the exchange-traded fund side of the mutual fund business by making it a heck of a lot easier to enter the space...
MutualFundWire.com -
Thursday, June 28, 2018
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What Does Bogle Have In Common With Buffett and Disney?
Besides being successful, famous, white, American businessmen, that is...
MutualFundWire.com -
Wednesday, June 27, 2018
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An East Coast Fund Servicer Expands to 40
The chief adds a c-suite spot, replaces the general counsel, and adds another a new hire...
MutualFundWire.com -
Tuesday, June 26, 2018
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Week In Preview, June 25-July 1
This week the teams at Crane Data and the FPA are hosting events...
MutualFundWire.com -
Monday, June 25, 2018
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Bye, Bye, Westcore Funds
A midwestern shop closes on its acquisition of the Denver-based mutual fund firm...
MutualFundWire.com -
Thursday, June 14, 2018
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Reader Rating: 5
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Two Data Giants Combine
There may be more M&A for this financial industry data provider in the future...
MutualFundWire.com -
Wednesday, June 13, 2018
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Pondering Free Mutual Funds
A pair of academics publicly call for index funds with no fees...
MutualFundWire.com -
Tuesday, June 12, 2018
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Reader Rating: 5
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Two Southland FAs Enter the MF Biz
If the first fund takes off, watch for them to launch more funds down the line...
MutualFundWire.com -
Monday, June 11, 2018
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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OpFunds' Global Cowboy Catches the WSJ's Eye
The business paper highlights a new digital ad campaign aimed at FAs...
MutualFundWire.com -
Thursday, June 07, 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 04, 2018
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Despite Slipping, an ETF Shop Keeps the Pole Position
M* updates mutual fund and ETF flows data for April...
MutualFundWire.com -
Thursday, May 31, 2018
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BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 2018...
MutualFundWire.com -
Wednesday, May 30, 2018
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Fighting ALS, an Acquisitive Fundster Passes the Reins
The chairman and CEO of a publicly traded asset manager has handed one of those hats to his successor...
MutualFundWire.com -
Tuesday, May 29, 2018
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Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com -
Tuesday, May 29, 2018
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Piwowar Vs Banking Regulators and the "Terrible, Horrible, No Good, Very Bad" Fiduciary Rule
On stage at the ICI GMM, the outgoing SEC commissioner speaks out on several topics that are near and dear to fundsters' hearts...
MutualFundWire.com -
Thursday, May 24, 2018
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ICI's Diamond GMM, Day Three
The mutual fund industry trade group's 60th general membership meeting wraps up this morning...
MutualFundWire.com -
Thursday, May 24, 2018
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Allies Before Acquisitions
A top exec at a $119-billion-AUM asset manager talks about their strategic growth preferences...
MutualFundWire.com -
Wednesday, May 23, 2018
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Akins Leaves Alps and Takes Startup Action
The DST arm's ETF chief starts a new venture with two more Alps alumni...
MutualFundWire.com -
Tuesday, May 22, 2018
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After Two Key Hires, a Liquid Alts Distro Expansion
A Gotham fundster entrepreneur expects to continue building out his sales team...
MutualFundWire.com -
Monday, May 21, 2018
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The Fund Firm With the Best Advisor Rep Is ...
An industry distribution research specialist and an FA website team up to dig into what advisors think of their asset manager allies...
MutualFundWire.com -
Friday, May 18, 2018
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Reader Rating: 4
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A Crypto Hedge Fundster Teams Up to Enter the ETF Biz
Earlier this week the allies rolled out an active equity ETF that invests in company that profit from the rise of blockchain and cryptocurrencies...
MutualFundWire.com -
Thursday, May 17, 2018
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Should Stromberg Do a $5B Deal?
Some T. Rowe-watching analysts argue that it's time for the Baltimore fund firm to make an acquisition...
MutualFundWire.com -
Thursday, May 17, 2018
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For Needles' Fourth Deal, Resolute Backs a New Startup
Watch for American Beacon's parent to continue adopting or launching funds and investing in boutique asset managers...
MutualFundWire.com -
Wednesday, May 16, 2018
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With a $10B War Chest, a Multinational Targets U.S. Asset Managers
A publicly traded, family-controlled giant could be doing a lot of dealmaking over the next five years, especially here in the United States...
MutualFundWire.com -
Wednesday, May 16, 2018
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Reader Rating: 5
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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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The World's Two Most Powerful Fundsters Are ...
A pair of familiar mutual fund industry faces land on Forbes' ninth annual list of the most powerful people...
MutualFundWire.com -
Thursday, May 10, 2018
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Bye, Bye, Piwowar
This Republican SEC commissioner, appointed by Obama, is leaving the regulatory agency...
MutualFundWire.com -
Tuesday, May 08, 2018
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Mobius Is Back, But ...
So much for retirement! Three months after leaving Franklin Templeton, the famed EM PM is starting a new shop with a pair of ex-colleagues...
MutualFundWire.com -
Friday, May 04, 2018
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Is Virtus Taking an M&A Break?
George Aylward talks to analysts about the New England-based firm's Q1 2018 results...
MutualFundWire.com -
Wednesday, May 02, 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 01, 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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Americas Outflows Drove an Asset Manager's Rough IPO Quarter, But ...
This side of the pond accounted for half of the firm's net outflows in Q1 2018...
MutualFundWire.com -
Friday, April 27, 2018
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It's the End of an Era in a Former Fidelity Town
A Boston suburb's chamber of commerce chief is retiring after 27 years at the top...
MutualFundWire.com -
Thursday, April 26, 2018
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Where One $20B Asset Manager Sees Strategic Opps
Fresh off of a private equity deal, a Midwestern shop's chief strategy officer talks about where the firm looks to develop products or do M&A...
MutualFundWire.com -
Tuesday, April 24, 2018
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A Midwestern Fund Firm's C-Suite Expands and Contracts
One top exec is moving on and will not be replaced, while another is joining in a newly created role...
MutualFundWire.com -
Tuesday, April 24, 2018
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NYSE Move, SSgA
More than a year later, a famous Gotham public art piece (sponsored by the Beantown asset manager) continues to capture the attention of the public, and the media...
MutualFundWire.com -
Friday, April 20, 2018
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Clayton Makes His Fiduciary Stand
With the DoL's fiduciary rule still in limbo The SEC chief proposes his own fiduciary rule, and most of his colleagues line up to support taking next steps...
MutualFundWire.com -
Thursday, April 19, 2018
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CLS and Gemini's PE-Backed Parent Buys a TAMP
This is the firm's first acquisition since a private equity giant bought in three years ago...
MutualFundWire.com -
Friday, April 13, 2018
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In Georgia, an ETF Entrepreneur Favors Hiring and Alliances
Yet this uncommonly structured asset management shop's chief is less interested in acquisitions...
MutualFundWire.com -
Thursday, April 12, 2018
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The Beginning of Fiduciary Clarity May Be Just Around the Corner
All industry eyes will turn to the SEC HQ in Washington next week...
MutualFundWire.com -
Thursday, April 12, 2018
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Resolute's New Prez Shares Hiring Plans
The multi-boutique asset manager now has about 125 employees, including its majority-owned affiliates...
MutualFundWire.com -
Wednesday, April 11, 2018
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After 43 Years, a Mutual Fund Entrepreneur Starts One More Adventure
He's teaming up with two of his sons and adopting a pair of mutual funds...
MutualFundWire.com -
Monday, April 09, 2018
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Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com -
Monday, April 09, 2018
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Seven Months In, an ETF Shop Acquisition Breaks Down
Meanwhile, half of the startup's ETFs are shutting down, while another shop is stepping in to take over the other half...
MutualFundWire.com -
Friday, April 06, 2018
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Reader Rating: 5
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Dimon Shares Some Index Fund and ETF Worries
The CEO of J.P. Morgan Chase mentions exchange-traded funds three times in his annual letter to shareholders of the giant bank...
MutualFundWire.com -
Friday, April 06, 2018
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As Flows Slowed, This Multi-Manager Fund Family Won, Proportionately,
M* updates Morningstar Direct data on mutual fund and ETF flows in February...
MutualFundWire.com -
Wednesday, April 04, 2018
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Gravity Comes to ETF Flows, But ...
The U.S. ETF business suffered two consecutive months of net outflows for the first time in ten years...
MutualFundWire.com -
Wednesday, April 04, 2018
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In Defense of M*'s Stars, Take 42
Don Phillips compares the investment research giant's ubiquitous, 33-year-old ratings system to the grades students receive in school...
MutualFundWire.com -
Tuesday, April 03, 2018
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Ultimus' Co-Founders Anoint an Eventual Successor
The mutual fund servicing shop's chiefs have passed most of their direct reports to the their former COO...
MutualFundWire.com -
Thursday, March 29, 2018
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An Insurer Won the February Midsize Fund Firm Race
M* updates flows data for mutual fund and ETF flows from last month...
MutualFundWire.com -
Wednesday, March 28, 2018
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Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com -
Tuesday, March 27, 2018
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An FA Software Shop Doubles Its Asset Manager Ally List
Watch for more than a dozen more asset managers to team up with the Chi-Town firm in the coming months...
MutualFundWire.com -
Monday, March 26, 2018
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What Do Due Diligence Teams Think of Focused Strategies?
New research highlights home office fund selector and model buildings' feeling of focused U.S. equity products. Institutional investors also chimed in...
MutualFundWire.com -
Thursday, March 22, 2018
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Dave Grim Returns
The former SEC Investment Management Division chief and one of his former top lieutenants join a law firm to mutual funds...
MutualFundWire.com -
Tuesday, March 20, 2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
An investing publication recognizes 627 outperforming funds...
MutualFundWire.com -
Tuesday, March 20, 2018
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What a $64B Multi-Boutique's Chief Looks For
This asset manager's president talks M&A and distribution expansion...
MutualFundWire.com -
Monday, March 19, 2018
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Reader Rating: 5
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Week In Preview, March 19-25
The teams at Crane Data, ETF.com FRA, ICI, and MMI are all hosting industry events this week, and a multinational asset manager is expected to IPO...
MutualFundWire.com -
Monday, March 19, 2018
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The Fourth Wirehouse Rationalizes Funds, In Three Stages
The changes are expected to result in about 840 funds, holding about five percent of the mutual fund assets on the wirehouse's platform, being removed...
MutualFundWire.com -
Wednesday, March 14, 2018
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Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com -
Thursday, March 08, 2018
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Fundsters, Help Bash Myths About Advisors
A veteran industry data exec is writing his first book, and he wants input from executives like you...
MutualFundWire.com -
Monday, March 05, 2018
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George Walker Shares the Scope of His Unhurried M&A Strategy
The FT interviews the chief of a $295-billion, employee-owned asset manager...
MutualFundWire.com -
Friday, March 02, 2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 5
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ProShares Takes the Midsize Lead
M* updates Morningstar Direct data for January 2018...
MutualFundWire.com -
Tuesday, February 27, 2018
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Despite a Shift, Passive Titans Still Dominated January Flows
Yet industrywide active fund flows started off the new year by swinging positive for the month...
MutualFundWire.com -
Monday, February 26, 2018
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Week In Preview, February 26 - March 4
The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week...
MutualFundWire.com -
Monday, February 26, 2018
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Enochs Continues BMO GAM's Transformation Journey
MFWire talks with the multinational asset manager's U.S. chief about acquisitions, distribution, and more...
MutualFundWire.com -
Friday, February 23, 2018
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Tirschwell Responds to TCW's Lawsuit Defense
Through a spokesperson, the ex-TCW PM likens the fixed income firm's filings yesterday to "a smear campaign."..
MutualFundWire.com -
Wednesday, February 21, 2018
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An MF Distro Chief Joins a Multinational PE Shop
The new hire will lead the firm's U.S. private wealth initiative...
MutualFundWire.com -
Tuesday, February 20, 2018
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As Cetera Reorgs, the Platform Remains Unchanged and an Ex-Fundster Departs
The chief of the indie B-D network is making big changes...
MutualFundWire.com -
Friday, February 16, 2018
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A Gotham ETF Strategist Startup Focuses Distro
The new shop is targeting two channels after launching its debut offerings, in SMA form...
MutualFundWire.com -
Tuesday, February 13, 2018
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Victory IPOs On a Rough Day
The private-equity-backed, multi-boutique asset manager listed its shares on the Nasdaq yesterday...
MutualFundWire.com -
Friday, February 09, 2018
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ARK Felt the Inflows Love In 2017
M* Direct updates mutual fund and ETF flows data for the full 2017 calendar year...
MutualFundWire.com -
Wednesday, January 31, 2018
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The Founder of a Touchstone Precursor Dies
A "Cincinnati mutual fund pioneer" dies at 78...
MutualFundWire.com -
Wednesday, January 31, 2018
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First Trust and Bridge Builder Lead the Monthly Pack, Again
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com -
Monday, January 29, 2018
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Bridge Builder Dominated 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com -
Monday, January 29, 2018
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Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com -
Monday, January 29, 2018
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Eu Creates a Distro Silo Under a 10-Year Allianz Vet
The new unit combines several channels that previously fell under other parts of the multinational asset manager's U.S. distribution efforts...
MutualFundWire.com -
Friday, January 26, 2018
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Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com -
Thursday, January 25, 2018
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SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com -
Thursday, January 25, 2018
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Foster Retires and Keeps the Lord Abbett Reins in Distro Hands
The employee-owned asset manager's ninth managing partner in its history (and the first woman to hold that title) reveals her retirement plans and her successor...
MutualFundWire.com -
Wednesday, January 24, 2018
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25 Years of ETFs
This week marks a big anniversary in the asset management world...
MutualFundWire.com -
Tuesday, January 23, 2018
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Crossmark Enters the Final Stages of a Distro Rebuild
David Rentfrow prepares to take a pause after rebuilding the sales and marketing team at the freshly rebranded asset manager...
MutualFundWire.com -
Monday, January 22, 2018
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Week In Preview, January 22-28
informa, the MFDF, and Tiburon are all hosting events this week...
MutualFundWire.com -
Monday, January 22, 2018
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