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News Stories Archives - Since 1998
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Bloomberg Powers a $245B-AUMS AM's New Thematic Fund
A Chicagoland fund firm teams up with the index provider on a new offering...
MutualFundWire.com -
Friday, November 22, 2024
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Jan Celebrates a Global VanEck Pearl
Earlier this month, one of the $118-billion-AUM fund firm's offerings reached its 30th birthday...
MutualFundWire.com -
Friday, November 22, 2024
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Gensler Prepares to Cut His Term Short
As Trump prepares to return to the White House, Biden's top Wall Street sheriff has publicly declared when he plans to say goodbye...
MutualFundWire.com -
Thursday, November 21, 2024
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Stumm Completes a $380MM-AUM Pair of Adoptions, And ...
A third adoption deal is expected to close in about three months. All three deals involve funds from the same multinational asset manager, which becomes the adoptees' subadvisor...
MutualFundWire.com -
Thursday, November 21, 2024
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IMPACT 2024 Is Schwab's Changing of the Guard
Nearly 5,000 people have converged on the RIA custodian's former hometown for the three-day conference, now in its 34th year...
MutualFundWire.com -
Wednesday, November 20, 2024
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ETF AUM Dips 0.2 Percent, Despite a $23B Inflows Jump
An industry research team offers October 2024 data on one side of the asset management business...
MutualFundWire.com -
Tuesday, November 19, 2024
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Tidal Ignites a New ETF Family
The ETF-in-a-box shop's team is planning to roll out a pair of funds under a new brand...
MutualFundWire.com -
Monday, November 18, 2024
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Building Legacy Is Wicked Cool. Here, Have Some Bublé!
Updated | Ron Baron and his team, together with more than 5,000 clients and FAs, converged on Lincoln Center yet again today...
MutualFundWire.com -
Friday, November 15, 2024
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Did a $746B-AUM AM Integrate ESG Firmwide? SEC Cries Foul
A unit of a publicly traded, multinational fund firm has agreed to pay a $17.5-million civil penalty to end the case, without admitting or denying the allegations...
MutualFundWire.com -
Friday, November 15, 2024
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A $382B-AUM AM Targets "One of the Fastest Growing Active ETF Opps"
A publicly traded fund firm's team tries to "create a portfolio across all fixed income sectors."..
MutualFundWire.com -
Thursday, November 14, 2024
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An Activist Sells 58 Percent of His IVZ Over 2 Years
An activist investor pulls chips off the table from one asset management bet. Yet he continues to leave intact his longstanding stake in another fund firm...
MutualFundWire.com -
Thursday, November 14, 2024
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A $572B-AUM Direct Indexer Powers Up a 3rd ETF
The subadvisor is a subsidiary of the new fund's $1.6-trillion-AUM provider...
MutualFundWire.com -
Wednesday, November 13, 2024
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533 People Help an ETF Titan Set a World Record
Late last month, an asset manager's team gathered folks in the Big Apple to attempt to beat a Guinness World Record. They did it!..
MutualFundWire.com -
Wednesday, November 13, 2024
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A $32B-AUM WM Firm Expands Its ETF Compound
A Gotham investment advisory firm's team is rolling out their second ETF. Like the first, this one is translucent fund with an active, concentrated strategy...
MutualFundWire.com -
Tuesday, November 12, 2024
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A 31YO AM Launches a Mutual Fund As Seed Capital
The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets...
MutualFundWire.com -
Monday, November 11, 2024
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1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
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A $77B-AUMA CA Firm Will Shutter Its Sole MF
The liquidation of the seven-year-old mutual fund is scheduled for January 3...
MutualFundWire.com -
Friday, November 8, 2024
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F/m and a 33YO Subadvisor Greenlight Their 1st Equity ETF
The new fund is also the fund firm's first subadvised ETF and the subadvisor's first ETF ever...
MutualFundWire.com -
Wednesday, November 6, 2024
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With $700MM, a $16B-AUS Insti AM Adds a 5th ETF
The move comes after the firm's team launched their first three ETFs in August and a fourth earlier in October...
MutualFundWire.com -
Tuesday, November 5, 2024
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23 Years In, a Biz Dev Chief Joins a $12B-AUM AM's Board, And ...
The executive has also been promoted to managing director at the employee-owned fund firm...
MutualFundWire.com -
Tuesday, November 5, 2024
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In SoCal, a 40YO Boutique Enters the ETF Space
A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund...
MutualFundWire.com -
Friday, November 1, 2024
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A Subadvised Fund Firm's Parent Cuts 2.5 Percent
The planned job cuts are reportedly expected to affect 225 jobs...
MutualFundWire.com -
Friday, November 1, 2024
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Crossing $2B, an FL ETF Shop Tackles Investor Exposure to the Giant Stocks
A six-year-old boutique's folks are teaming up with a familiar ally to launch another index fund...
MutualFundWire.com -
Thursday, October 31, 2024
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12 Fund Firms Win Big In Manhattan, And ...
A full list of award winners will reportedly be available soon...
MutualFundWire.com -
Thursday, October 31, 2024
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As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 30, 2024
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Reader Rating: 3
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T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Tuesday, October 29, 2024
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Reader Rating: 5
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With $790MM, PTAM Pulls Ahead
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 28, 2024
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Week In Preview, October 28 - November 3
This week, the teams at Broadridge, ETFGI, IDC, Janus Henderson, MFDF, MMI, Nicsa, Prudential, Tiburon, and WE will host events...
MutualFundWire.com -
Monday, October 28, 2024
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A $1.63T-AUM AM Enters the Thematic ETF Space
The folks at a publicly traded fund firm are rolling out their 17th active ETF...
MutualFundWire.com -
Friday, October 25, 2024
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Baird Repeats, Netting $4.8B
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 24, 2024
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For Its Wood Anniversary, a Core Equity ETF Crosses $1B
The folks at a $642-billion-AUM fund firm are celebrating a big milestone for one of their ETFs...
MutualFundWire.com -
Thursday, October 24, 2024
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Vanguard Threepeats, With a 63-Percent Inflows Boost
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
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A $1.3T-AUM AM and a $9.4B-AUM Boutique Celebrate a Tin Anniversary
The folks at an options-based team are highlighting a milestone birthday for one of their mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
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In FL, a 44YO Research Shop Floats Its 1st ETF, And ...
The folks at a Sunshine State firm are teaming up in the Midwest to enter the ETF business...
MutualFundWire.com -
Friday, October 18, 2024
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Feds Attack 'AGiantSchnauzer' Over the Bitcoin ETF SEC Twitter Hack
FBI agents arrested a man who also goes by the handles "Ronin" and "@Easymunny."..
MutualFundWire.com -
Friday, October 18, 2024
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Gold Plus Bitcoin? An NYC Shop Enters the ETF Biz, Stacking Up Allies
A Brooklyn startup's folks are teaming up to launch their first exchange-traded fund...
MutualFundWire.com -
Thursday, October 17, 2024
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ETF Inflows More Than Double, Reaching $741B
An industry research team offers September 2024 data on one side of the asset management business...
MutualFundWire.com -
Thursday, October 17, 2024
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18 ETF Launches In 10 Months
A startup fund firm near Gotham is rolling out a defense-focused fund...
MutualFundWire.com -
Monday, October 14, 2024
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Gleich Shares INFO About a Quant Launch
A subadvised fund firm's team partners with a $32-billion-AUM quant shop...
MutualFundWire.com -
Friday, October 11, 2024
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With Help From RBB, a $138B-AUM AM Nears ETF World
A Gotham fund firm's team is preparing to roll out their first ever ETFs...
MutualFundWire.com -
Thursday, October 10, 2024
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A 104YO Boutique Goes Inside the ETF Space? COPY!
A New England boutique's team is preparing to launch their first ETF later this year...
MutualFundWire.com -
Wednesday, October 9, 2024
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A $3.5B-AUM Systematic Fund Turns 10
The folks at a subadvised fund firm are celebrating a milestone for one of their offerings, which comes in five flavors...
MutualFundWire.com -
Wednesday, October 9, 2024
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Ten of the Richest U.S. Fundsters In 2024
A business publication reveals its 43rd annual flagship list of wealthy Americans...
MutualFundWire.com -
Tuesday, October 8, 2024
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16 Years In, an MA Fund Firm Joins the Rising ETF Tide
The folks at a faith-based SRI AM in Massachusetts are launching their first ETF...
MutualFundWire.com -
Monday, October 7, 2024
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Week In Preview, October 7 - October 13
This week, the teams at Alger, BlackRock, BNY Mellon, Expect Miracles Foundation, ICI, J.P. Morgan, MFDF, WE, and WealthManagement.com will host events...
MutualFundWire.com -
Monday, October 7, 2024
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Aware of TAXes, an 18YO Quant Plans an SMA-Seeded ETF, And ...
A SoCal boutique's team is partnering up to prep a trio of new, active funds...
MutualFundWire.com -
Friday, October 4, 2024
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Q-ing Up 4, a Boutique Extends Its New Leveraged ETF Approach
Greg Bassuk and his team debut their first three quarterly reset leveraged ETFs, plus another monthly reset one...
MutualFundWire.com -
Thursday, October 3, 2024
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Reader Rating: 5
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Accused of Going Too Far With NDAs, a $155B-AUM AM Settles
Federal regulators find that the firm's treatmant of job candidates and an ex-employee violated whistleblower protections under Dodd-Frank...
MutualFundWire.com -
Thursday, October 3, 2024
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A 93-Year-Old AM's Scion Takes Over, And ...
A familiar PM is joining the team powering one of the Midwestern asset manager's funds...
MutualFundWire.com -
Wednesday, October 2, 2024
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A $35B-AUMS AM and a Midwestern Ally Ladder Up 4 ETFs
The two firm's teams are rolling out a new fund built out of several others...
MutualFundWire.com -
Tuesday, October 1, 2024
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A $2.6B-AUM AM Settles, Accused of Failing Its Own Religious Standards
A national regulatory agency smites a Gem State firm, which has agreed to pay a $300,000 penalty...
MutualFundWire.com -
Tuesday, October 1, 2024
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2 Gotham Shops Add 1 AI-Powered Fund, And ...
The folks at a four-year-old asset manager and a 16-year-old quant are rolling out one fund and prepping three more...
MutualFundWire.com -
Monday, September 30, 2024
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With 3 Debuts, a $45B-AUM AM Targets Dividends, Global Growth, and Patents
A Keystone State fund firm's team recently launched three more index funds, as expected...
MutualFundWire.com -
Friday, September 27, 2024
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Passive Flows Are Still Up 4X, Despite a $46B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 26, 2024
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Vanguard Wins, Despite a $3B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 25, 2024
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$54B In 5 Years
A SoCal boutique's team celebrates a big milestone...
MutualFundWire.com -
Tuesday, September 24, 2024
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Reader Rating: 5
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An AI-Focused Startup's First ETF Lives. More Are Coming ...
The boutique's team is preparing to roll out several more ETFs...
MutualFundWire.com -
Monday, September 23, 2024
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With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch"
A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions...
MutualFundWire.com -
Thursday, September 19, 2024
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2 Years In, Gamco Transforms a $22MM-AUM ETF
The actively managed fund is switching away from a translucent structure to a traditional one involving daily disclosures of holdings...
MutualFundWire.com -
Thursday, September 19, 2024
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A Texas Boutique Enters the ETF Space With a Dual FI Launch
The new fund firm is an affiliate of a 20-year-old energy trading and investment firm...
MutualFundWire.com -
Wednesday, September 18, 2024
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U.S. ETP Inflows Fall By $73B
An industry research team offers August 2024 data on one side of the asset management business...
MutualFundWire.com -
Wednesday, September 18, 2024
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A 13-Year-Old Boutique Launches Anti-ESG and Self-Defense ETFs, And ...
Near Gotham, an ETF entrepreneur is rolling out two more ETFs and prepping a third...
MutualFundWire.com -
Tuesday, September 17, 2024
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Week In Preview, September 16 - September 22
This week, the teams at First Eagle, ICI, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, September 16, 2024
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A $148MM-AUM Liquid Alt Fund Turns 20
The subadvised mutual fund comes in two flavors and is powered by a charity-owned subadvisor...
MutualFundWire.com -
Friday, September 13, 2024
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VanEck Preps a $21MM-AUM Pair of Liquidations
One of the funds is expected to shutter in 11 days, while the other will shut down in about a month...
MutualFundWire.com -
Thursday, September 12, 2024
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A $38.5B-AUM AM Bundles Downside Protection ETFs
A Midwestern liquid alts shop is launching an ETF-of-ETFs...
MutualFundWire.com -
Wednesday, September 11, 2024
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First Trust Plans to Transform a 17-Year-Old Income Fund
Watch for them to turn a longstanding closed-end fund into an exchange-traded fund...
MutualFundWire.com -
Wednesday, September 11, 2024
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Two Gotham Shops Team Up For an Active Muni ETF
The new fund reached the $20 million AUM on day one...
MutualFundWire.com -
Tuesday, September 10, 2024
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Focused On Family Offices, an MA Startup Plants ETF #1, And ...
Near Boston, a new shop's team is entering the ETF space with one fund and preparing to launch another...
MutualFundWire.com -
Monday, September 9, 2024
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A $610B-AUM Multinational Adds Its 5th U.S. ETF
Like its four predecessors, the latest fund is actively managed...
MutualFundWire.com -
Friday, September 6, 2024
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A Crypto Index Fund Firm Acquires On Both Sides of the Atlantic
A San Francisco asset manager's team unveiled a pair of acquisitions last month, both in the digital assets space...
MutualFundWire.com -
Friday, September 6, 2024
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4 Years, $5.8B, 29 Funds
A Gotham team celebrates a milestone...
MutualFundWire.com -
Thursday, September 5, 2024
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Arnott and Co Sponsor Their 1st ETF
The new, passive fund is powered by one of Research Affiliates' own indexes and is expected to debut next week...
MutualFundWire.com -
Wednesday, September 4, 2024
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A $725B-AUM AM Replaces 2 Fund Brands With 1
The change took effect a week ago and involves more than 70 mutual funds and ETFs...
MutualFundWire.com -
Wednesday, September 4, 2024
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With 8 Launches, AXS Intros a New Leveraged ETF Approach, And ...
The Gotham area team is planning nearly 40 more ETFs along these lines...
MutualFundWire.com -
Tuesday, September 3, 2024
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Reader Rating: 5
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Fido Wins As Flows Improve By $30B
The M* team updates U.S. flows data for July 2024 for money market mutual funds...
MutualFundWire.com -
Friday, August 30, 2024
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24 of the Best Fund Firms For Disability Inclusion In 2024
Two organizations recognize a host of big companies, including a number who are in the U.S. asset management business...
MutualFundWire.com -
Thursday, August 29, 2024
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As Feds Circle a $381B-AUM AM, a C-Suiter Is Out, For Now
A bond king is on leave from a fixed income unit within a publicly traded asset management titan...
MutualFundWire.com -
Friday, August 23, 2024
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40 Years of Fixed Income Winning By Not Losing
A fixed income fund from a California asset manager reaches a big milestone...
MutualFundWire.com -
Wednesday, August 21, 2024
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Tuttle Helps a Robo Into ETF World
In the Pacific Northwest, a startup's team is rolling out their first ETF and planning at least one more...
MutualFundWire.com -
Tuesday, August 20, 2024
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Net YTD ETF Launches Triple In 2024
An industry research team offers data on how this side of the asset management industry's lineup is growing this year...
MutualFundWire.com -
Tuesday, August 20, 2024
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Week In Preview, August 19 - August 25
This week, the team at at the Expect Miracles Foundation is hosting an event, and a trade group is wrapping up the nomination period for its annual awards program...
MutualFundWire.com -
Monday, August 19, 2024
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A $361B-AUM AM Launches an EM Debt Fund
The new, actively managed ETF debuted on Tuesday...
MutualFundWire.com -
Friday, August 16, 2024
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$9.49T, $13.61T, and Counting
An industry research team offers July 2024 data on one side of the asset management business...
MutualFundWire.com -
Friday, August 16, 2024
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A $15B-AUM Insti AM Enters ETF World
A Gotham asset manager is teaming up to launch its first three exchange-traded funds...
MutualFundWire.com -
Thursday, August 15, 2024
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2 Years, 10 ETFs, $5.5B In AUM
The folks at a multi-boutique asset manager celebrate a big milestone for their flagship family...
MutualFundWire.com -
Thursday, August 15, 2024
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A $12.4B-AUM Boutique Grows Into the ETF Space
The fund firm's first ETF is charting a similar course as their flagship open-end mutual fund...
MutualFundWire.com -
Wednesday, August 14, 2024
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GMO Celebates a $1B-AUM First Foray
In nine months, the value equity asset manager's first ever ETF has reached ten-figure territory...
MutualFundWire.com -
Wednesday, August 14, 2024
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A $5.6B-AUM Shop Enters the EM Bond ETF Space, And ...
The Gotham shop is also preparing to launch a muni bond fund...
MutualFundWire.com -
Tuesday, August 13, 2024
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YieldMax Launches 1 While Prepping 11 More
The first of a dozen new offerings debuted last Wednesday...
MutualFundWire.com -
Monday, August 12, 2024
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Defiance and Tidal Launch the 1st of 5
The new fund and the four planned funds are all leveraged single stock funds...
MutualFundWire.com -
Friday, August 9, 2024
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A $1T-AUM AM Adds U.S. ETF #40
The new, passively managed fund debuted at the end of last week...
MutualFundWire.com -
Wednesday, August 7, 2024
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An $8B-AUM AM Preps a 3-Fund Transformation
The Midwestern fund firm's team plans to combine three closed-end funds to create one new ETF...
MutualFundWire.com -
Wednesday, August 7, 2024
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With a New Quartet, a 36-Year-Old Quant Shop Enters ETF World
The team at a $10-billion-AUM boutique, part of a $783-billion-AUM asset manager, is rolling out their first four ETFs...
MutualFundWire.com -
Friday, August 2, 2024
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A Gotham AM Vet Gasses Up His 1st ETF
An institutional asset management veteran teams up to enter the ETF space with his new startup...
MutualFundWire.com -
Thursday, August 1, 2024
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Reader Rating: 5
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Jenny's Franklin Is "Vehicle Agnostic"
The publicly traded fund firm's chief notes that conventional wisdom about product types and margins is probably wrong long term...
MutualFundWire.com -
Thursday, August 1, 2024
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Schwab Enters the Active Fixed Income ETF Space
The brokerage's asset management arm is preparing to roll out another high yield bond fund in a couple of weeks...
MutualFundWire.com -
Wednesday, July 31, 2024
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A 47-Year-Old Boutique's 1st ETF Reaches $100MM
The $9.1-billion-AUM (as of March 31), options-based investment specialist is part of a $1.3-trillion-AUM multiboutique asset manager...
MutualFundWire.com -
Wednesday, July 31, 2024
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Teaming Up, a Georgia Boutique Adds ETF #2
The new, actively managed fund debuted yesterday, with help from a familiar pair of allies...
MutualFundWire.com -
Tuesday, July 30, 2024
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Aylward Emphasizes Alts As Virtus Hunts More Deals
Outflows rose last quarter at the publicly traded fund firm, thanks to traditional U.S. mutual funds and institutional accounts...
MutualFundWire.com -
Tuesday, July 30, 2024
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