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News Stories Archives - Since 1998
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Are You Adequately Assessing Your Software Vendors For Cybersecurity Risks?
The CTO of an industry software provider suggests four questions that fundsters should ask their vendors...
MutualFundWire.com -
Wednesday, December 12, 2018
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Mertens Takes a New Career Lane
David Mertens picks up new roles almost two years into retirement...
MutualFundWire.com -
Tuesday, December 11, 2018
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Four Fund Firms Are Repeatedly Among the Best Workplaces
More than two dozen mutual fund shops landed on the latest edition of a trade publication's list...
MutualFundWire.com -
Tuesday, December 11, 2018
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A Midwestern Shop's Sales Chief Adds a New Piece to Her Team
She promoted one team member and hired another for the new role...
MutualFundWire.com -
Friday, December 07, 2018
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A 20-Year Allianz GI Sales Vet Departs
There is no word yet on how this wholesaler's duties are being handled...
MutualFundWire.com -
Wednesday, November 28, 2018
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Reader Rating: 5
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Vanguard Simultaneously Won and Lost Last Month
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 27, 2018
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Will New Brand Rules Change the China Opp For U.S. Fundsters?
An SRO in the world's most populous country creates new asset management branding rules, scheduled to take effect in January...
MutualFundWire.com -
Friday, November 23, 2018
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After Ultimus and Gemini Merge ...
Ultimus president Gary Tenkman talks to MFWire about what's next for the independent mutual fund administration shop after the private equity deals and merger...
MutualFundWire.com -
Tuesday, November 20, 2018
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An Inverse Index Fund Specialist Takes the Lead
M* updates ETF and long-term, open-end mutual fund flows data for October 2018...
MutualFundWire.com -
Tuesday, November 20, 2018
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Kinzie Hires an Internal Sales Manager
The new hire hails from a Beantown ETF strategist...
MutualFundWire.com -
Friday, November 16, 2018
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WAM! PGIM Buys a $1.76B AUM Shop
The insurer's giant asset management unit expands its quant arm across the pond...
MutualFundWire.com -
Wednesday, November 14, 2018
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Why Victory Is Buying USAA AMC
Dave Brown and his team offer four main strategic rationale for the deal, for which Victory will shell out up to $1 billion. Meanwhile, more than 300 employees are expected to join while less than 100 could be cut...
MutualFundWire.com -
Thursday, November 08, 2018
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Nine Months In, What's Next For a Gotham Startup?
This new ETF shop added a new partner to the team last month after rolling out its first two ETFs earlier this year...
MutualFundWire.com -
Tuesday, November 06, 2018
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This is Just the Beginning ... of an ETF Series and a Distro Strat
An ETF entrepreneur rolls out an ETF with a new ally and looks for more...
MutualFundWire.com -
Monday, November 05, 2018
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An ETF Startup Sticks to Value, With a Twist
A Chi-Town trio debut their first fund and plan more. Their mission is to rationally redefine value investing for the 21st century...
MutualFundWire.com -
Friday, November 02, 2018
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Lytle Scores an Ivy League First
Macquarie IM does a sponsorship deal that will put its logo on a historic home for several sports teams from an elite university...
MutualFundWire.com -
Wednesday, October 31, 2018
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Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com -
Tuesday, October 30, 2018
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Deutsche Anoints a New DWS Chief
The giant bank brings back a familiar face to take over its publicly traded asset manager...
MutualFundWire.com -
Thursday, October 25, 2018
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Fundsters' National Accounts Hiring Shifts
The Fuse Research Network team talks to fundsters about their plans for their national accounts teams...
MutualFundWire.com -
Tuesday, October 23, 2018
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Reader Rating: 5
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What Invesco Gets Out of OpFunds
Marty Flanagan explains the $5.715-billion deal...
MutualFundWire.com -
Friday, October 19, 2018
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New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Wednesday, October 17, 2018
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BlackRock Feels Fidelity's Quietly Expanded Love
Larry Fink and Co discuss their Q3 2018 results with analysts...
MutualFundWire.com -
Wednesday, October 17, 2018
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Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com -
Monday, October 15, 2018
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As First Trust Takes the Lead, Bridge Builder Slows
M* updates ETF and long-term, open-end mutual fund flows data for September 2018...
MutualFundWire.com -
Thursday, October 11, 2018
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Aberdeen Standard's STAR Shines In Chi-Town
The Scottish multinational asset manager's U.S. arm leads the pack at an industry awards show...
MutualFundWire.com -
Wednesday, October 10, 2018
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Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, October 08, 2018
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McCain Hires a Prez
For the first time in well over a decade, the top two jobs at Harbor Capital Advisors will not be held by the same person...
MutualFundWire.com -
Friday, October 05, 2018
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Chandoha Prepares to Pass the Reins
The Charles Schwab IM chief still step down next year. A 15-year company veteran will take her place...
MutualFundWire.com -
Wednesday, October 03, 2018
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One Year In, a Top Sales Vet Rises at Eaton Vance
The exec previously led retail sales for another fund firm...
MutualFundWire.com -
Monday, October 01, 2018
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Week In Preview, October 1-7
This week the teams at the FPA, Fund Intelligence, Fuse, and the ICI are all hosting events...
MutualFundWire.com -
Monday, October 01, 2018
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With a New Hire, a Boutique Crosses Into International Investing
It's all part of the chief's plan "to build an enduring firm."..
MutualFundWire.com -
Thursday, September 27, 2018
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Bridge Builder's Lead Widens
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Monday, September 17, 2018
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GSAM Roars, and BlackRock Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Friday, September 14, 2018
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At 79, an Ex-Fidelity Prez Dies
For the second time this summer, the Johnson family and their team are mourning a former Boston Behemoth bigwig...
MutualFundWire.com -
Friday, September 14, 2018
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Another Month, Another Pair of Free Fido Funds
The Boston Behemoth expands its new lineup of index mutual fund with expense ratios of zero bps...
MutualFundWire.com -
Thursday, September 13, 2018
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A Duo Succeeds a Retiring Midwestern MF Legal Eagle
He spent about two decades leading the law firm's investment services group...
MutualFundWire.com -
Wednesday, September 12, 2018
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Houston Consolidates Principal GAM Under One Chief
Meanwhile, Principal Global Investors CEO Jim McCaughan will leave at the end of the month...
MutualFundWire.com -
Tuesday, September 11, 2018
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A Fund Family Patriarch Dies at 96
The family firm traces its roots back more than 200 years and now has a 12-figure AUM...
MutualFundWire.com -
Tuesday, September 11, 2018
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A Fundster Entrepreneur Anoints His First New Partner Tranche
The fast-growing, two-year-old boutique now has 10 shareholders in total and remains 95-percent employee-owned...
MutualFundWire.com -
Monday, September 10, 2018
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A Fund Firm's Parent Quietly Goes Direct
The new service includes financial planning, insurance recommendations, and portfolios of ETFs...
MutualFundWire.com -
Friday, September 07, 2018
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One Month, $987.7MM
It's been a month since the Boston Behemoth launched a pair of mutual funds with expense ratios of zero bps...
MutualFundWire.com -
Wednesday, September 05, 2018
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Are Asset Managers No Longer the Poor Relations?
An international paper ponders the rise of asset management execs within broader financial services firms...
MutualFundWire.com -
Tuesday, September 04, 2018
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An Aussie Firm Mints Its ETF Biz Here
BNY Mellon and ETC team up with a down under player for its first ETF, which launched on this side of the Pacific...
MutualFundWire.com -
Friday, August 31, 2018
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NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com -
Friday, August 31, 2018
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Reader Rating: 5
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In a Perfect Microcosm, a Focus Shop Buys a Fund Firm
The deal is one of the RIA ally's biggest ever sub-acquisitions...
MutualFundWire.com -
Thursday, August 30, 2018
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Casady Raises $58.9MM
The former LPL chief has shifted into a different business ... with the support of asset managers, insurers, family offices, and individual financial services industry insiders...
MutualFundWire.com -
Wednesday, August 29, 2018
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Can FAs Build Portfolios Based on Disruptive Tech?
An ETF entrepreneur envisions "pretty aggressive growth" to offer a whole toolbox to advisors...
MutualFundWire.com -
Tuesday, August 28, 2018
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23 Years In, Will Voters Keep This Nemesis to Fundsters?
A prominent state regulator faces a primary challenge on September 4, his first such challenge in more than a decade...
MutualFundWire.com -
Friday, August 24, 2018
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Fundsters, Prepare to Woo a New Kind of Gatekeeper
A multinational financial services giant is looking into something familiar in entertainment media...
MutualFundWire.com -
Monday, August 20, 2018
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A Smart-Beta Pioneer Steps Back, But Not Out
A 16-year era comes to an end as a founding CEO passes the reigns but stays on board...
MutualFundWire.com -
Wednesday, August 15, 2018
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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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