News Stories Archives - Since 1998
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A 27-Year-Old Firm's New CEO Picks a Distro Chief
The freshly promoted exec has 17 years at the mutual fund firm and its parent...
MutualFundWire.com -
Tuesday, January 26, 2021
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Week In Preview, January 25 - January 31
This week, the teams at ICI, MFDF, MMI, Nicsa, and Women in ETFs will host online events...
MutualFundWire.com -
Monday, January 25, 2021
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Abby Says Goodbye to a Key Lieutenant After 12 Years
There is no word yet on who will take the exec's place at the Boston Behemoth...
MutualFundWire.com -
Friday, January 22, 2021
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Midsize Monthly Inflows Double
The M* team updates U.S. flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 21, 2021
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2020 Inflows Fell, But Giants' Dominance Grew
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 19, 2021
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A $157B-AUM Multinational Debuts Its 2nd U.S. MF
Watch for the firm to build out its distribution and private infrastructure investing teams on this side of the pond...
MutualFundWire.com -
Thursday, January 14, 2021
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A BlackRock Co-Founder Retires
The executive is reportedly staying on a senior advisor to the giant asset manager...
MutualFundWire.com -
Thursday, January 14, 2021
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A Distro Trio Focuses On Helping Boutiques
Three veterans of an Empire State mutual fund firm launch their own partner shop...
MutualFundWire.com -
Tuesday, January 12, 2021
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Fink Sticks With Gotham
The world's largest asset manager is reportedly keeping its headquarters in the city of its birth...
MutualFundWire.com -
Wednesday, January 06, 2021
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Fundsters Urge Congress to Accept the Election Results
Leaders of several big fund firms, and parents of fund firms, join a host of other business leaders in calling on legislators to certify the electoral vote tomorrow...
MutualFundWire.com -
Tuesday, January 05, 2021
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Reader Rating: 5
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From ETF Strategist to ETF Sponsor and Subadvisor
A 23-year-old shop launches its first ETF while powering another firm's new ETF series...
MutualFundWire.com -
Wednesday, December 30, 2020
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Despite a Strong Month, 2020 Midsize Flows Are Still In the Red
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 16, 2020
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Large Firms' Inflows Rise 11-Fold
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, December 15, 2020
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An ETF Startup Pushes For the Energy Horizon
A Philly firm rolls out its first fund, with help from ETC...
MutualFundWire.com -
Friday, December 11, 2020
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What Do FAs Read?
Erdos and Morgan shares results from its seventh annual study...
MutualFundWire.com -
Friday, December 11, 2020
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Reader Rating: 5
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BBD Welcomes a 23-Year Tait Weller Vet
The new hire joined the boutique fund auditor last month as a partner...
MutualFundWire.com -
Thursday, December 10, 2020
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A Fundster Takes Over a Coffee Titan's Board
The exec, who also leads a mutual fund firm, will become a retailers chair next March...
MutualFundWire.com -
Wednesday, December 09, 2020
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Szilagyi Hires an Insti Sales Exec
The new addition to the Catalyst team will focus on the large RIA, private bank, TAMP, and trust channels...
MutualFundWire.com -
Tuesday, December 08, 2020
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Week In Preview, December 7 - December 13
This week, the teams at the Expect Miracles Foundation, Harbor, MFDF, and NICSA are hosting online events...
MutualFundWire.com -
Monday, December 07, 2020
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New Retail and Planning Chiefs Rise At Vanguard
As a senior leader prepares to say goodbye, several other top execs are shifting at the Low-Cost Leviathan...
MutualFundWire.com -
Friday, December 04, 2020
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One Year In, a TPM's Chief Reflects
A distribution ally to asset managers celebrate his startup's one-year anniversary...
MutualFundWire.com -
Thursday, December 03, 2020
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Macquarie Makes Its Biggest U.S. Buy In a Decade
The publicly traded Australian multinational agrees to shell out a net $1.4 billion for a $68-billion-AUM mutual fund firm...
MutualFundWire.com -
Thursday, December 03, 2020
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An $86B-AUM Shop's Prez Bids Adieu
A pair of senior execs will fill the retiring leader's shoes...
MutualFundWire.com -
Wednesday, December 02, 2020
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Bridge Builder's Pace Sextuples
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 27, 2020
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Reader Rating: 5
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Tom Carter Resurfaces, With a New ETF
After three years away, an industry alum joins a DC-based startup as president...
MutualFundWire.com -
Monday, November 23, 2020
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Effective Tech Understanding and Deployment is Helping Asset Managers Stand Out
A reader ponders the massive WFH shift and what comes next for fundsters...
MutualFundWire.com -
Friday, November 20, 2020
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T. Rowe Price's $167B-AUM New Unit
The publicly traded asset manager is creating a new, similarly branded arm...
MutualFundWire.com -
Thursday, November 19, 2020
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An NAACP Alum Joins an ETF Startup
He will serve as chief engagement officer at the firm...
MutualFundWire.com -
Wednesday, November 18, 2020
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Nearly Half of Inflows Go to Midsize Firms
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 18, 2020
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A $51B-AUM Fund Firm's CIO Exits
The executive spent 16 years at the Midwestern mutual fund shop...
MutualFundWire.com -
Tuesday, November 17, 2020
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Reader Rating: 5
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A Gotham ETF Startup Targets the Crown Jewels of This Market
Down the line, watch for the entrepreneurs to tackle four other "factors that lead to outperformance."..
MutualFundWire.com -
Friday, November 13, 2020
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Reader Rating: 5
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Will Fundsters' EOY Bonuses Fall?
A compensation consulting firm predicts a drop in year-end incentive payments to executives in the asset management business and a host of other Wall Street areas...
MutualFundWire.com -
Thursday, November 12, 2020
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A 25-Year UMB Fund Services Vet Retires
A senior executive is leaving the bank's mutual fund back office shop...
MutualFundWire.com -
Monday, November 09, 2020
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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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