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News Stories Archives - Since 1998
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
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 - Reader Rating: 5
In 2025, an Ex-Chief of a $1.2T-AUM AM Will Take Over Its Parent A former PM has been appointed as the next CEO of a publicly traded brokerage... MutualFundWire.com - Wednesday, October 2, 2024
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
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
Week In Preview, July 22 - July 28 This week, the teams at Artisan, Citywire, Federated Hermes, Franklin Templeton, Hartford, IDC, Invesco, M*, MFDF, Nicsa, Raymond James, and Virtus will host events... MutualFundWire.com - Monday, July 22, 2024
25 Years In, an MA Quant Shop Enters the ETF Biz The launch comes a year after a publicly traded asset manager bought the boutique... MutualFundWire.com - Thursday, May 30, 2024
2024's Eight Most Ethical Fund Firms An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to asset management industry insiders... MutualFundWire.com - Wednesday, March 6, 2024
Nine of the Most Responsible Fund Firms Are ... A magazine and a market data specialist recognize 600 U.S. companies... MutualFundWire.com - Wednesday, January 17, 2024
30 of the Best Fund Firms For LGBTQ+ Workers In 2023 An advocacy group recognizes 545 employers, including some in the asset management industry... MutualFundWire.com - Wednesday, December 6, 2023
19 Fund Firms Win Big In the Second City A mutual fund industry trade group honors a number of mutual fund firms... MutualFundWire.com - Thursday, October 19, 2023 - Reader Rating: 5
17 of the Best Large Workplaces For Fundsters In 2023 A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses... MutualFundWire.com - Wednesday, October 11, 2023
Seven of the Most Trustworthy Fund Firms In 2023 A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business... MutualFundWire.com - Thursday, September 21, 2023
15 of the Best Employers For Women Fundsters In 2023 A business publication honors 400 American employers, including more than a dozen in the mutual fund business... MutualFundWire.com - Thursday, August 31, 2023
Virtus Seals an $8.3B-AUM Deal The publicly traded, multi-boutique asset manager buys a Natixis shop, as expected... MutualFundWire.com - Thursday, April 13, 2023
Two of the Top Fund Firms For Remote Work In 2023 Are ... A pair of companies in the mutual fund business are among the 100 companies recognized by a job search site... MutualFundWire.com - Wednesday, March 29, 2023
Schwab Wins Again Despite a Flows Slowdown The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, March 17, 2023
2023's Nine Most Ethical Fund Firms An organization focused on ethical business practices recognizes 135 companies, including several that should be familiar to asset management industry insiders... MutualFundWire.com - Tuesday, March 14, 2023
15 of the Best Fund Firms to Work For In 2023 They're among the United States' best large employers, according to a magazine's new list... MutualFundWire.com - Tuesday, February 28, 2023
Schlossberg Will Take Over a $1.4T-AUM Firm, And ... The publicly traded asset manager's investment chief is also passing the reins... MutualFundWire.com - Wednesday, February 8, 2023 - Reader Rating: 5
17 of the Best Employers For Women Fundsters A business publication honors 400 American employers, including a number in the mutual fund business... MutualFundWire.com - Monday, August 29, 2022
A $42B-AUM Sibling Trio Combines The rebranded combo firm remains a subsidiary of the same publicly traded parent... MutualFundWire.com - Thursday, July 7, 2022
After 30+ Years, a Fund Back Office Exec Retires She spent more than seven years with her most recent employer... MutualFundWire.com - Thursday, June 9, 2022 - Reader Rating: 5
The 17 Best Fund Firms For Diversity A business magazine lauds 500 employees, including a number in the mutual fund business... MutualFundWire.com - Thursday, May 5, 2022
This Year, There Are Four Firms Contending ... The team at an investment research giant reveals nominees for their big annual awards... MutualFundWire.com - Monday, April 11, 2022
2022's Six Most Ethical Fund Firms An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to fundsters... MutualFundWire.com - Tuesday, March 15, 2022 - Reader Rating: 4
Fidelity Leads As 97 Fund Firms Win Big An industry research organization's team reveals the winners of their 2022 fund awards... MutualFundWire.com - Thursday, March 10, 2022
The 41 Best Fund Firms For LGBTQ+ Workers Corrected \| An advocacy and political lobbying group recognizes 842 employers, including a number that are in the asset management business... MutualFundWire.com - Tuesday, February 8, 2022
Victory, Virtus, Franklin, and Voya Each Seal Deals These publicly traded firms all finalized recent acquisitions in the asset management space... MutualFundWire.com - Wednesday, January 5, 2022
23 Fund Firms Win Big A trade group reveals the winners of its 25th annual awards... MutualFundWire.com - Thursday, December 9, 2021
A $152B-AUM Firm Enters the Translucent ETF Space The new ETF is the firm's ninth actively managed one and is subadvised... MutualFundWire.com - Wednesday, November 10, 2021
An Ohioan Fundster Wins Silver in Tokyo He also competed in two separate sports at the games... MutualFundWire.com - Tuesday, October 12, 2021 - Reader Rating: 5
Four Big Fund Firms Wrap Up Deals AMG, Federated, Vanguard, and Virtus all recently closed acquisitions... MutualFundWire.com - Friday, October 8, 2021
An $11.4B-AUM Boutique Enters the ETF Biz A Midwestern asset manager's first ETF play is subadvising a new, actively managed, thematic fund for the firm's parent... MutualFundWire.com - Wednesday, August 4, 2021
15 Fund Firms Win Praise For Disability Inclusion Two organizations recognize a host of big companies, including some familiar folks in the mutual fund industry... MutualFundWire.com - Friday, July 16, 2021
24 Rising Stars Shine A trade group recognizes the first group of winners for its new mentorship and awards program... MutualFundWire.com - Thursday, June 17, 2021 - Reader Rating: 4
The $1.023T Inflows Year The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, June 16, 2021
Seitz Brings Two Senior Leaders to Russell Meanwhile, a top exec is on the rise there while another moves on... MutualFundWire.com - Thursday, May 6, 2021
Direxion, BlackRock, and Innovator Lead an Awards Race A trade publication reveals the finalists for its 2020 awards. Winners will be recognized next month... MutualFundWire.com - Tuesday, March 16, 2021
100 Fund Firms Win Big, With Morgan Stanley Leading the Pack An industry research organization's team reveals the winners of their 2021 fund awards... MutualFundWire.com - Friday, March 12, 2021
Virtus Makes Three Board Changes One rises, one retires, and one joins the publicly traded fund firm's board of directors... MutualFundWire.com - Monday, March 1, 2021
Vanguard and Virtus Top Two Lists A related list is led by Manning and Napier... MutualFundWire.com - Friday, February 26, 2021
Near Gotham, a $4.3B-AUM Fund Firm Sells The deal is expected to close in the second half of 2021... MutualFundWire.com - Tuesday, February 2, 2021
A 19-Year-Old Shop Debuts Its Sixth Mutual Fund The mostly employee-owned firm had $38.5 billion in AUM as of September 30... MutualFundWire.com - Tuesday, December 22, 2020
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
Principal, T. Rowe, Columbia, and Matthews Win Big Online A trade group takes its annual awards show online this week. The final awards will be revealed later today... MutualFundWire.com - Wednesday, September 30, 2020
JPMAM Takes the Lead As Titans' Inflows Slip Again The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, September 15, 2020
A 29-Year Company Vet Prepares to Take Over a Subadvising Titan The handoff is slated for the middle of next year at the $1-trillion-AUM institutional asset manager... MutualFundWire.com - Wednesday, September 2, 2020
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
Virtus Adopts a $23B-AUM U.S. Biz The adopter will keep the other asset manager on a subadvisor to the mutual funds and retail SMAs. The deal could boost the multiboutique's mutual fund AUM by 40 percent... MutualFundWire.com - Tuesday, July 7, 2020
A Marketing EVP Exits In Gotham He spent more than six years at the firm before moving on at the end of last month... MutualFundWire.com - Monday, July 6, 2020
Giants Start to Regain Their Flows Footing The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 15, 2020 - Reader Rating: 5
170 Fundsters Gather As 92 Fund Firms Win Big An institutional investment research firm's team hosts their 18th annual awards show for fundsters... MutualFundWire.com - Friday, March 6, 2020
The Nine Most Ethical Fund Firms A corporate standards specialist honors 132 companies, including nine companies with U.S. mutual fund businesses... MutualFundWire.com - Wednesday, February 26, 2020 - Reader Rating: 5
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 5, 2019
After Nine Years, a Voya IM SVP Bids Adieu The exec will leave the asset manager in less than two months... MutualFundWire.com - Monday, November 25, 2019 - Reader Rating: 5
Aylward Trumpets Virtus' SMA Growth The Connecticut asset manager's team releases their Q3 2019 earnings results... MutualFundWire.com - Wednesday, November 6, 2019
Matthews, 361, and JPMAM Win Big In Chi-Town 34 firms won awards in 30 categories this week at a trade group's 23rd annual awards bash... MutualFundWire.com - Thursday, September 26, 2019
Steinberg Picks a Right Hand The WisdomTree chief and one of his lieutenants each pass roles to a rising exec at the independent ETF shop... MutualFundWire.com - Thursday, September 12, 2019
After Eight Years, a Virtus EVP Retires After a 40-year long career, an exec rides off into the sunset... MutualFundWire.com - Friday, July 26, 2019
The Fundster 401k Roundup, May 17-June 14 Catch up on the latest news in the defined contribution industry... MutualFundWire.com - Friday, June 14, 2019
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
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 8, 2019
Week In Preview, February 11-18 This week the teams at ABA, Credit Suisse, informa, and the IWI are all hosting events... MutualFundWire.com - Monday, February 11, 2019
Expect Miracles Takes Manhattan For a Fifth Time More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash... MutualFundWire.com - Friday, January 25, 2019
Week In Preview, January 22-27 This week the teams at Alger, the CFA Society Hartford, and the Expect Miracles Foundation are all hosting events... MutualFundWire.com - Tuesday, January 22, 2019
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
Two-Thirds of the Giants Suffer Outflows M* updates flows data for ETFs and long-term open-end mutual funds for October 2018... MutualFundWire.com - Monday, November 19, 2018
Who Will Succeed This Key Edward Jones Exec? A principal at the broker-dealer is moving on to a non-profit... MutualFundWire.com - Wednesday, October 24, 2018
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
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
The Five Most Powerful Women In Asset Management A trade pub puts five fundsters on its list of the 25 most powerful women in finance... MutualFundWire.com - Tuesday, September 25, 2018
BlackRock and PGIM Gain a Key Distro Ally A big B-D adds the two asset managers to a list of eight other strategic product partners... MutualFundWire.com - Tuesday, July 31, 2018
Week In Preview, July 23-29 This week several publicly traded asset managers are reporting their earnings... MutualFundWire.com - Monday, July 23, 2018
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
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
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 2, 2018
Hung Hires a U.S. Distro Chief The new hire will oversee DC I-O, relationship management, third-party distribution, and more... MutualFundWire.com - Thursday, April 19, 2018
Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash... MutualFundWire.com - Wednesday, February 28, 2018 - Reader Rating: 5
Week In Preview, February 20-25 The ABA, Cohen & Steers, and PGIM are all hosting events this week... MutualFundWire.com - Tuesday, February 20, 2018
And the 2017 Fund Manager of the Year Winners Are ... Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town... MutualFundWire.com - Wednesday, January 24, 2018
T. Rowe, Fido, and Pimco Lead This Awards Race A research giant highlights the PMs behind 16 funds from 15 firms. Which four funds' PMs will win?.. MutualFundWire.com - Friday, January 12, 2018
2017's Most Popular MFWire Stories Here are our most read stories of the year... MutualFundWire.com - Friday, December 29, 2017
OppFunds and Columbia Threadneedle Win Big in Chitown Last night was also a big night for Aberdeen Standard, Franklin Templeton, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna Capital, T. Rowe Price and 26 other firms... MutualFundWire.com - Thursday, October 26, 2017
Filings For Fundsters - October 2, 2017 The latest mutual fund industry filings with the SEC... MutualFundWire.com - Monday, October 2, 2017
New Fund Fuss - September 28, 2017 A roundup of recent launches and other industry news... MutualFundWire.com - Thursday, September 28, 2017
Filings For Fundsters - September 13, 2017 The latest mutual fund industry filings with the SEC ..... MutualFundWire.com - Wednesday, September 13, 2017
A 22-Year Vet Leaves Hartford Funds He held a key distribution role at the fund firm, and there is no word yet on who will fill his shoes..... MutualFundWire.com - Friday, August 11, 2017
Filings for Fundsters - August 11, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Friday, August 11, 2017
Week In Preview, July 24-30 In less than a week, thousands of FAs and fundsters will converge in Beantown... MutualFundWire.com - Monday, July 24, 2017
B-Ds Are Shifting Away From Direct Fund Biz As the DoL's possible final implementation date approaches, direct or so-called "check-and-app" mutual fund business is out of favor at broker-dealers... MutualFundWire.com - Wednesday, July 19, 2017
Follow the Fundsters - July 3, 2017 Hires, fires, and the like!.. MutualFundWire.com - Monday, July 3, 2017
Levinson Brings a Cohen and Steers Alum to Hartford The new hire will be focused on growing and strengthening Hartford's B-D relationships..... MutualFundWire.com - Thursday, June 29, 2017
Top Dogs at RidgeWorth Depart Post-Virtus After the acquisition closed earlier this month, these execs are moving on... MutualFundWire.com - Friday, June 16, 2017
Follow the Fundsters - June 14, 2017 Hires, fires, and the like!.. MutualFundWire.com - Wednesday, June 14, 2017
The New Fund Fuss - May 17, 2017 The latest news on funds!.. MutualFundWire.com - Wednesday, May 17, 2017
Brady Hires Thornburg's First Global Distro Chief An intermediary distribution veteran returns to the mutual fund biz in a top role for the New Mexico-based mutual fund shop... MutualFundWire.com - Monday, May 15, 2017
Three Fund Firm Mergers Near Their Finish Lines Meanwhile, a fourth is expected to close next quarter... MutualFundWire.com - Tuesday, May 2, 2017
Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham 99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards... MutualFundWire.com - Friday, March 24, 2017 - Reader Rating: 3
The New Fund Fuss - March 23, 2017 The latest funds about to make their grand debut!.. MutualFundWire.com - Wednesday, March 22, 2017

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