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News Stories Archives - Since 1998
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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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A Texas Fund Firm's Average AUM and Net Outflows Fall
A San Antonio, Texas-based mutual fund company suffers a net loss after a decrease in operating revenue. Yet shareholder redemptions fell, too...
MutualFundWire.com -
Wednesday, November 20, 2019
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Reynolds Makes a Model and SMA Push
The Putnam chief unveils two new product lines for the mutual fund firm's FA allies...
MutualFundWire.com -
Monday, November 18, 2019
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A $615B-AUM AM's Chief Splits the Reins
The multinational's dual leadership handoff is scheduled for January 1...
MutualFundWire.com -
Friday, November 15, 2019
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A Midwestern Insurer Takes the Fund Flows Lead
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 13, 2019
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A $192B-AUM Shop Prepares to Cross the Pond
A New Yorker will lead the asset manager's first U.S. office, expected to open in the first half of 2020...
MutualFundWire.com -
Thursday, November 07, 2019
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Will Joe Sullivan Double Down On This IP Bet?
Legg Mason's CEO and CFO talk about the publicly traded, multiboutique asset manager's fiscal Q2 2020 earnings results...
MutualFundWire.com -
Thursday, October 31, 2019
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Stuart Parker Adds a Cap Group Vet to His C-Suite
The PGIM Investments chief also hired a tech and ops chief and promoted two key distro execs...
MutualFundWire.com -
Tuesday, October 29, 2019
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Reader Rating: 5
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Ron Baron Asks, What's Next?
The Baron Capital team wraps up their 28th annual shareholder conference in the Big Apple...
MutualFundWire.com -
Friday, October 25, 2019
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Reader Rating: 5
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Post-OpFunds, Flanagan Trims More, and Faster, Than Expected
The Invesco chief talks to analysts about the asset manager's Q3 results...
MutualFundWire.com -
Thursday, October 24, 2019
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Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2019
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A Focused Growth Shop Wins in September
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 18, 2019
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A Subadvised Fund Firm Leads the Micro Pack
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 17, 2019
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A Global Equity Shop Three-Peats
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 16, 2019
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A Midwestern ETF Shop Retakes First
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 15, 2019
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BlackRock Retakes the Lead, But ...
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 14, 2019
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Shelton's Clark Hires As a Sales Vet Retires
As a director of advisor services retires, an RBC alum fills their shoes. ..
MutualFundWire.com -
Thursday, October 10, 2019
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Third Avenue's Ex-Chief Plans "Index Disruptors"
A veteran leader from the mutual fund side of asset management has switched over to the ETF side of the business...
MutualFundWire.com -
Tuesday, October 08, 2019
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Three Mesirow Teams Power Its Third Fund
Stay tuned for more launches and for SMA and CIT versions of the new product...
MutualFundWire.com -
Thursday, October 03, 2019
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Two Big NTF Platforms Expand to All U.S. ETFs
The moves were part of broader commission eliminations at both firms, in the U.S. and Canada...
MutualFundWire.com -
Wednesday, October 02, 2019
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The 11 Best Fund Firms For Working Mothers
11 firms in the asset management business land on a magazine's annual list recognizing 100 companies in the U.S...
MutualFundWire.com -
Tuesday, October 01, 2019
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Thomas Spreads the Wings of AmCent's First Untethered Brand
The fund firm's chief expects to unlock another segment of the marketplace with the new boutique, which is led by a former co-CEO of another big fund firm...
MutualFundWire.com -
Friday, September 27, 2019
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It's About to Get Easier to Enter the ETF Biz
After more than a decade in the works, the SEC is streamlining the process of getting into the ETF space for traditional ETFs...
MutualFundWire.com -
Friday, September 27, 2019
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A 44-Year-Old Indie Fund Firm Rebrands, Slightly
The team at an employee-owned equity asset manager is tweaking the shop's name...
MutualFundWire.com -
Wednesday, September 25, 2019
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Week In Preview, 9/23-29
This week the teams at CFRA, Expect Miracles, FIASI, ICI, IDC, IMEA, Informa, InvestmentNews, IWI, NICSA, Opal, and Strategic Insight are all hosting events...
MutualFundWire.com -
Monday, September 23, 2019
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Small Fund Firms' Outflows Shrink
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 19, 2019
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14 Asset Managers Win Big In Gotham
An FA trade publication fetes fundsters, B-Ds, and more via its fifth annual awards.
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MutualFundWire.com -
Tuesday, September 17, 2019
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Reader Rating: 4
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328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com -
Wednesday, September 11, 2019
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Ivascyn Puts This Principle Front and Center
The Pimco investment chief talks about his current outlook and more...
MutualFundWire.com -
Wednesday, September 11, 2019
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Bell Adds a Voya IM Strategic Chief
The asset manager's CFO creates a new role to oversee "strategic planning, prioritization and execution efforts." Is M&A next?..
MutualFundWire.com -
Tuesday, September 10, 2019
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Gatch Doubles Down On a Fintech
JPMAM's next chief is investing further in a startup that specializes in helping individual investors find FAs...
MutualFundWire.com -
Tuesday, September 10, 2019
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Week In Preview, September 9-15
This week the teams at Barclays, Bonhill Group, FSI, informa, Information Age, InvestmentNews, Irish Funds, and MMI are all hosting events...
MutualFundWire.com -
Monday, September 09, 2019
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A LoCorr Alum Joins Thrivent
After leaving LoCorr, a sales manager joined the team at Thrivent...
MutualFundWire.com -
Friday, September 06, 2019
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Can the Quiet MF Titan Speak Up? It Can!
The team at a mutual fund industry giant is kicking off their first ever brand marketing and TV campaign...
MutualFundWire.com -
Wednesday, September 04, 2019
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Two Decades of Impact Investing
A Sunshine State asset management firm a big anniversary for its flagship product. ..
MutualFundWire.com -
Friday, August 30, 2019
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Happy Labor Day!
MFWire will be closed Monday in observance of the Labor Day market holiday...
MutualFundWire.com -
Friday, August 30, 2019
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The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, August 30, 2019
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From Billionaire Fundster Chief to the NBA or NFL?
A sports website wonders if a certain familiar mutual fund industry CEO might buy into the professional basketball or football businesses...
MutualFundWire.com -
Friday, August 23, 2019
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Active Outflows Disappear As Passive Inflows Fall
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 19, 2019
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Blue Tractor's ETF Structure Inches Toward Approval: Take Nine
Could the 9th time be the charm for Blue Tractor in their quest for SEC approval?..
MutualFundWire.com -
Wednesday, August 14, 2019
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A Natixis Boutique Regains the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 14, 2019
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The World's 14th Richest Family Runs MFs
Among the 25 richest dynasties in the world, there's only one family of fundsters...
MutualFundWire.com -
Wednesday, August 14, 2019
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An I-Bank's AM Wins In July
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 13, 2019
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The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com -
Friday, August 09, 2019
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An Employee-Owned Shop Revamps Its Second MF
Stay tuned for more launches from the firm's six-group investment management arm...
MutualFundWire.com -
Thursday, August 08, 2019
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Will a Multiboutique Sell This $19B Shop?
The asset manager is reportedly exploring unloading its majority stake in one of its many affiliates...
MutualFundWire.com -
Wednesday, August 07, 2019
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Mellody Hobson Reminisces
The Ariel co-CEO talks to the NYTimes about her first job, her mom, and more...
MutualFundWire.com -
Tuesday, July 23, 2019
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The $6-Billion Question About M&A
Could holding onto the past inhibit fundsters from succeeding in the future?..
MutualFundWire.com -
Thursday, July 18, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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Expect Miracles Merges
The mutual fund industry charity for fighting cancer combines with a similar charity...
MutualFundWire.com -
Tuesday, July 16, 2019
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First Trust Dethrones Baird
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 16, 2019
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ETF Newcomer Passes $100MM In AUM
A startup recently passed $100 million in assets under management, less than a year after launch.
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MutualFundWire.com -
Monday, July 15, 2019
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An M* Vet Takes Over a Midwestern Fund Firm
The new CEO and president will join the publicly-traded asset manager in September...
MutualFundWire.com -
Friday, July 12, 2019
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GQG's Chiefs Elevate Five New Leaders
As the firm hits a three year milestone, GQG Partners evolves its leadership to fit an international context...
MutualFundWire.com -
Wednesday, July 10, 2019
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26 Years, $4T
A growing but concentrated portion of the asset management business in the U.S. crosses another milestone...
MutualFundWire.com -
Wednesday, July 10, 2019
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With M&A on the Rise, Firms Face Data and Content Challenges
A reader tackles data challenges for multi-boutique asset managers...
MutualFundWire.com -
Monday, July 08, 2019
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Reader Rating: 5
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Week In Preview, July 8-14
This week the InvestmentNews team is hosting an event...
MutualFundWire.com -
Monday, July 08, 2019
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ETF Attrition Balloons
Fundsters shut down a record number of ETFs in the first half of 2019, beating the prior record by nearly a third...
MutualFundWire.com -
Friday, July 05, 2019
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Bruce Bond Rings the Opening Bell
The Innovator CEO opens the trading day as the shop launches two new ETFs...
MutualFundWire.com -
Tuesday, July 02, 2019
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Blue Tractor Tries to Please the SEC: Take Eight
If at first you don’t succeed…..
MutualFundWire.com -
Thursday, June 27, 2019
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After Fidelity, an Ousted Star Becomes a Hedge Fundster
He left the Boston Behemoth in 2017 and has now launched his own shop with more than $300MM in AUM...
MutualFundWire.com -
Tuesday, June 18, 2019
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A Global Equity Shop Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, June 17, 2019
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Baird Three-Peats
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 14, 2019
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Bang! Calamos Seals a Deal
The midwestern fund firm buys a boutique and adopts its fund. Perhaps a new fund or two will come next...
MutualFundWire.com -
Tuesday, June 04, 2019
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From M&A Lawyer to Author to ETF Entrepreneur
Exponential ETFs and U.S. Bank help a startup enter the business...
MutualFundWire.com -
Thursday, May 30, 2019
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For $60MM to $70MM, an I-Bank Exits Asset Management
Management will buy up part of the firm, while an alternative asset manager will buy up the rest...
MutualFundWire.com -
Thursday, May 30, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Sullivan Makes Nice With a Familiar Legg Mason Backer
An activist is back for round two with the publicly traded, multi-boutique asset manager...
MutualFundWire.com -
Wednesday, May 22, 2019
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A Harbor SVP Departs, Again
The exec most recently spent 18 years at the Chi-Town fund firm...
MutualFundWire.com -
Tuesday, May 21, 2019
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Victory Squeezes More Out of the USAA Deal
The CEO and CFO talk to analysts on the multi-boutique's Q1 2019 earnings call...
MutualFundWire.com -
Thursday, May 16, 2019
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Will Peltz Duke It Out With This Fund Firm, Again?
The billionaire activist investor's Trian Fund Management may push new changes at a familiar, publicly traded asset manager...
MutualFundWire.com -
Wednesday, May 15, 2019
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Reader Rating: 3
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Mid-Size Outflows Rise
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Another Titan Breaks the Flows Duopoly
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Will This U.S. Multinational Open the MF Door to China?
Perhaps it will be the first foreign asset manager to take a majority stake in a Chinese fund firm...
MutualFundWire.com -
Thursday, May 09, 2019
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"Global" Is the Word of the Day
The 2019 ICI GMM begins in Washington, D.C.!..
MutualFundWire.com -
Wednesday, May 01, 2019
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Mass Customization, ESG Style
A firm looks to help asset managers and B-Ds offer investors ESG versions of various models...
MutualFundWire.com -
Monday, April 29, 2019
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Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com -
Monday, April 29, 2019
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A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com -
Friday, April 26, 2019
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Two Asset Management Deals That Weren't
An acquisition falls through, and a separate divestment isn't in the cards, either...
MutualFundWire.com -
Tuesday, April 23, 2019
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Week In Preview, April 22-28
This week the teams at AIMSE and MMI are hosting events...
MutualFundWire.com -
Monday, April 22, 2019
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Shouldn't We Stop Calling It That?
A few thoughts on branding and innovation in the mutual fund biz .....
MutualFundWire.com -
Thursday, April 18, 2019
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Sorry, Fundsters. This Titan Is Not Buying
At least he's not on the hunt for asset management M&A...
MutualFundWire.com -
Wednesday, April 17, 2019
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Baird Leads As Mid-Size Flows Fall
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 16, 2019
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Fidelity and T. Rowe Lead This New Old Awards Race
The two mutual fund giants each landed three nominations, more than any other fund firms...
MutualFundWire.com -
Tuesday, April 16, 2019
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The Most Powerful Force in the Investment Universe
A reader weighs in on the most famous product of an investment research giant...
MutualFundWire.com -
Friday, April 12, 2019
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Reader Rating: 5
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Nine Years Later, Macquarie Makes Another Big U.S. Buy
Shawn Lytle unveils a deal to buy an MF biz with $12.3-billion in AUM...
MutualFundWire.com -
Tuesday, April 09, 2019
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At FIS, a 26-Year Fund Services Vet Rises
The executive first joined the firm in 2017...
MutualFundWire.com -
Monday, April 08, 2019
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Five Tips to Shape Your Shareholder Letter
A reader weighs in with methods for improving a standard communication platform for fundsters...
MutualFundWire.com -
Friday, April 05, 2019
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Check Your Ego to Lead This MF Giant
An asset management chief talks about his unusual career path and the firm's tough 2018...
MutualFundWire.com -
Wednesday, April 03, 2019
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A $727B-AUM Fund Firm Drops Its Home Team
A publicly traded asset manager is exiting all of its sports sponsorships, including its sponsorship of a nearby baseball team...
MutualFundWire.com -
Tuesday, April 02, 2019
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After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com -
Monday, April 01, 2019
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25 Years In, a Religious Fundster Preps ETFs and More
Watch for the firm to broaden the reach of one of its non-fund offerings, too...
MutualFundWire.com -
Wednesday, March 27, 2019
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After Tweaks and a Retirement, a Distro Chief Focuses On Execution
"The industry's going through a lot of change. We are as a company pretty right-sized to take advantage."..
MutualFundWire.com -
Tuesday, March 26, 2019
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A CT Research Shop Enters the ETF Biz
The firm specializes in real estate investing and is a subsidiary of a wealth management RIA...
MutualFundWire.com -
Wednesday, March 20, 2019
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Reader Rating: 1
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DoubleLine Leads a Rebounding Mid-Size Pack
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 13, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 08, 2019
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