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News Stories Archives - Since 1998
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
Clayton Makes His Fiduciary Stand
With the DoL's fiduciary rule still in limbo The SEC chief proposes his own fiduciary rule, and most of his colleagues line up to support taking next steps...
MutualFundWire.com - Thursday, April 19, 2018
A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com - Wednesday, April 18, 2018
What Will This $6B ETF Shop Build Next?
The chief of an ETF shop talks to MFWire about where he sees product development opportunities...
MutualFundWire.com - Tuesday, April 17, 2018
The SEC's Guggenheim Investigation is About Real Estate
The regulatory agency's interest does not appear to have any connection to the firm's mutual fund business...
MutualFundWire.com - Tuesday, April 17, 2018
The 401k Industry Takes Nashville
More than 2,200 defined contribution industry insiders, including more than 1,100 FAs, have converged on Music City...
MutualFundWire.com - Monday, April 16, 2018
Week In Preview, April 16-22
The teams at ALFI, InvestmentNews, MFDF, and MFEA are all hosting events this week...
MutualFundWire.com - Monday, April 16, 2018
In Georgia, an ETF Entrepreneur Favors Hiring and Alliances
Yet this uncommonly structured asset management shop's chief is less interested in acquisitions...
MutualFundWire.com - Thursday, April 12, 2018
The Beginning of Fiduciary Clarity May Be Just Around the Corner
All industry eyes will turn to the SEC HQ in Washington next week...
MutualFundWire.com - Thursday, April 12, 2018
Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com - Wednesday, April 11, 2018
After 43 Years, a Mutual Fund Entrepreneur Starts One More Adventure
He's teaming up with two of his sons and adopting a pair of mutual funds...
MutualFundWire.com - Monday, April 09, 2018
Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com - Monday, April 09, 2018
Seven Months In, an ETF Shop Acquisition Breaks Down
Meanwhile, half of the startup's ETFs are shutting down, while another shop is stepping in to take over the other half...
MutualFundWire.com - Friday, April 06, 2018 - Reader Rating: 5
Rising AUM? Declining Shares Outstanding? Time to Plug the Leak
A consultant to asset managers ponders active asset managers' growth challenges...
MutualFundWire.com - Thursday, April 05, 2018 - Reader Rating: 5
Needles Promotes a Key Am Beacon Vet
The exec adds titles at both the subadvised mutual fund shop and its parent...
MutualFundWire.com - Thursday, April 05, 2018
A Famed Economist's Fund Led the Pack in February
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com - Monday, April 02, 2018
Week In Preview, April 2-8
The Young Professionals Expect Miracles group is hosting a Gotham event this week...
MutualFundWire.com - Monday, April 02, 2018
Two Niche ETF Shops Lead the Small Firm Pack
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com - Thursday, March 29, 2018
An Insurer Won the February Midsize Fund Firm Race
M* updates flows data for mutual fund and ETF flows from last month...
MutualFundWire.com - Wednesday, March 28, 2018
Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com - Tuesday, March 27, 2018
Week In Preview, March 26 - April 1
The MFDF team is hosting two events this week...
MutualFundWire.com - Monday, March 26, 2018
A Super-OSJ Preps Its Models For Cetera's Platform
Watch for the investment committee to expand and for them to add tax-managed strategies, too...
MutualFundWire.com - Friday, March 23, 2018
What Do Due Diligence Teams Think of Focused Strategies?
New research highlights home office fund selector and model buildings' feeling of focused U.S. equity products. Institutional investors also chimed in...
MutualFundWire.com - Thursday, March 22, 2018
Five Months Post-Verdict, a Judge Decides Present's Fate
In October a jury found the F-Squared founder "liable on all counts" in a securities fraud case brought by the SEC. Now a federal judge has weighed in...
MutualFundWire.com - Thursday, March 22, 2018
Dave Grim Returns
The former SEC Investment Management Division chief and one of his former top lieutenants join a law firm to mutual funds...
MutualFundWire.com - Tuesday, March 20, 2018
T. Rowe, Fido, and PrimeCap Lead This Pack
An investing publication recognizes 627 outperforming funds...
MutualFundWire.com - Tuesday, March 20, 2018
What a $64B Multi-Boutique's Chief Looks For
This asset manager's president talks M&A and distribution expansion...
MutualFundWire.com - Monday, March 19, 2018 - Reader Rating: 5
Week In Preview, March 19-25
The teams at Crane Data, ETF.com FRA, ICI, and MMI are all hosting industry events this week, and a multinational asset manager is expected to IPO...
MutualFundWire.com - Monday, March 19, 2018
The Fourth Wirehouse Rationalizes Funds, In Three Stages
The changes are expected to result in about 840 funds, holding about five percent of the mutual fund assets on the wirehouse's platform, being removed...
MutualFundWire.com - Wednesday, March 14, 2018
A Japanese Giant Banks on Buying a Slice of Another Big Asset Manager
For the second time in less than four months, this Japanese insurer is poised to buy a sizable minority stake in a multinational asset manager with a big U.S. presence and 12 figures of AUM...
MutualFundWire.com - Wednesday, March 14, 2018
Week In Preview, March 12-18
Crain, the ICI, Informa, and Irish Funds are all hosting events this week...
MutualFundWire.com - Monday, March 12, 2018
2018's Richest Fundsters Are ...
A number of asset management (and asset-management-adjacent) industry insiders made it onto the latest annual edition of a famous list of the world's richest people...
MutualFundWire.com - Friday, March 09, 2018
Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com - Thursday, March 08, 2018
A $2.5B Asset Manager IPO Nears
Watch for the IPO to take place in the coming weeks...
MutualFundWire.com - Thursday, March 08, 2018 Views
Brandes Without Brandes
44 years after founding his eponymous asset management shop and 16 years after passing the CEO reins, Charles Brandes is retiring...
MutualFundWire.com - Wednesday, March 07, 2018
Fundsters, Help Bash Myths About Advisors
A veteran industry data exec is writing his first book, and he wants input from executives like you...
MutualFundWire.com - Monday, March 05, 2018
Week In Preview, March 5-11
In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement...
MutualFundWire.com - Monday, March 05, 2018
Two Single-Fund ETF Shops Won January, Proportionately
M* updates Morningstar Direct data on mutual fund and ETF flows in January...
MutualFundWire.com - Friday, March 02, 2018
George Walker Shares the Scope of His Unhurried M&A Strategy
The FT interviews the chief of a $295-billion, employee-owned asset manager...
MutualFundWire.com - Friday, March 02, 2018
Two Top RBC GAM U.S. Execs Depart
The team at the Canadian multinational's asset management arm is saying goodbye to a pair of executives south of the border...
MutualFundWire.com - Thursday, March 01, 2018
An ETF-In-a-Box Shop Wins January
M* updates Morningstar Direct with the latest monthly fund flows data...
MutualFundWire.com - Thursday, March 01, 2018
Fidelity Institutional AUA Rises 18.5 Percent
Within FI, the Boston Behemoth's broker-dealer- and RIA-support unit saw $120 billion in net client inflows. Meanwhile, Fido's asset management biz more than doubled its net inflows, despite net outflows in active equity funds. ..
MutualFundWire.com - Thursday, March 01, 2018
Clark Navigates Big Fund Flows
M* updates Morningstar Direct to include mutual fund and ETF flows for January 2018...
MutualFundWire.com - Wednesday, February 28, 2018 - Reader Rating: 1
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 Views - Reader Rating: 5
ProShares Takes the Midsize Lead
M* updates Morningstar Direct data for January 2018...
MutualFundWire.com - Tuesday, February 27, 2018
Despite a Shift, Passive Titans Still Dominated January Flows
Yet industrywide active fund flows started off the new year by swinging positive for the month...
MutualFundWire.com - Monday, February 26, 2018
Week In Preview, February 26 - March 4
The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 26, 2018
Enochs Continues BMO GAM's Transformation Journey
MFWire talks with the multinational asset manager's U.S. chief about acquisitions, distribution, and more...
MutualFundWire.com - Friday, February 23, 2018
Will HSBC GAM Find Its Pioneer?
The new chief at the multinational bank puts asset management M&A options on the table...
MutualFundWire.com - Friday, February 23, 2018
UMB's Quill and Fischer Explain Their New Foci
MFWire talks to the two execs about their new roles and about UMB Fund Services' recent shift...
MutualFundWire.com - Thursday, February 22, 2018
Tirschwell Responds to TCW's Lawsuit Defense
Through a spokesperson, the ex-TCW PM likens the fixed income firm's filings yesterday to "a smear campaign."..
MutualFundWire.com - Wednesday, February 21, 2018
TCW Pushes Back Against a Sexual Harassment Suit
The fixed income giant and two of its top execs respond to a $30-million lawsuit filed last month by a recently fired PM...
MutualFundWire.com - Wednesday, February 21, 2018
Week In Preview, February 20-25
The ABA, Cohen & Steers, and PGIM are all hosting events this week...
MutualFundWire.com - Tuesday, February 20, 2018
Quill Takes Over as UMBFS Shifts
The 22-year company veteran takes the reins of UMB Fund Services from Tony Fischer...
MutualFundWire.com - Thursday, February 15, 2018
Portrait of a Direct-Sold MF Marketing Campaign
A local paper profiles an accidental fund firm that still avoids platforms and only sells its mutual fund directly to investors, with a single share class...
MutualFundWire.com - Thursday, February 15, 2018
What Will Ed Bernard's Retirement Mean For T. Rowe?
As a 30-year veteran prepares to depart, Bill Stromberg makes several key changes at the top of the publicly traded asset manager...
MutualFundWire.com - Wednesday, February 14, 2018
A $122B Multinational Asset Manager Buys a Fast-Growing U.S. ETF Shop
The combined firm will have $30 billion in ETF AUM worldwide...
MutualFundWire.com - Wednesday, February 14, 2018 Views
A Gotham ETF Strategist Startup Focuses Distro
The new shop is targeting two channels after launching its debut offerings, in SMA form...
MutualFundWire.com - Tuesday, February 13, 2018
The SEC Starts a Four-Month, Share-Class-Disclosure Countdown
Avakian and Peikin make an offer to RIAs who haven't disclosed their use of higher-fee share classes...
MutualFundWire.com - Tuesday, February 13, 2018
Week In Preview, February 12-18
Credit Suisse and Schroders are both hosting events this week...
MutualFundWire.com - Monday, February 12, 2018
Through a Transformative Shift, an Alts Tech Company Enters the Mutual Fund Biz
Meet the Big Apple startup that is merging with Altegris...
MutualFundWire.com - Friday, February 09, 2018
Victory IPOs On a Rough Day
The private-equity-backed, multi-boutique asset manager listed its shares on the Nasdaq yesterday...
MutualFundWire.com - Friday, February 09, 2018
Altegris Merges Into a Tech Ally
The combined firm will have 100 people servicing more than $3 billion in assets...
MutualFundWire.com - Thursday, February 08, 2018
Two Big Asset Managers Expand Time Off Policies
One titan offers staff unlimited time off, while another offers more benefits to new and would-be parents...
MutualFundWire.com - Thursday, February 08, 2018 Views
Despite Market Woes, an Inverse ETF Keeps On Ticking
A fund that tracks a short volatility index reportedly saw more than $1 billion in AUM wiped out thanks to the volatility earlier this week...
MutualFundWire.com - Wednesday, February 07, 2018
Pound For Pound, This Subadvised Fund Family Dominated 2017
M* Direct updates mutual fund and ETF flows data for the full 2017 calendar year...
MutualFundWire.com - Monday, February 05, 2018 - Reader Rating: 1
Week In Preview, February 5-11
Joel Bruckenstein, MMI, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 05, 2018
Who Gained Market Share In 2017?
M* Direct updates AUM and market share data for the full 2017 calendar year...
MutualFundWire.com - Friday, February 02, 2018
Who Paralyzed the Anti Money Fund Reform Bill?
After sailing through committee and racking up bipartisan support from dozens of cosponsors, a proposal that would bring back $1 NAVs seems to have stalled...
MutualFundWire.com - Friday, February 02, 2018 - Reader Rating: 5
ARK Felt the Inflows Love In 2017
M* Direct updates mutual fund and ETF flows data for the full 2017 calendar year...
MutualFundWire.com - Wednesday, January 31, 2018
An American Beacon Ally Crushes It
M* Direct updates mutual fund and ETF flows data for December 2017...
MutualFundWire.com - Wednesday, January 31, 2018
Global X's Lead Shrinks
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com - Tuesday, January 30, 2018
Brinker's Destinations Took the Lead In 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com - Tuesday, January 30, 2018
Bogle Defends ESG ... Sort Of
The most famous retired fundster chimes in two weeks after the CEO of the world's biggest asset manager made a public ESG push...
MutualFundWire.com - Tuesday, January 30, 2018
First Trust and Bridge Builder Lead the Monthly Pack, Again
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com - Monday, January 29, 2018
Bridge Builder Dominated 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com - Monday, January 29, 2018
Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com - Monday, January 29, 2018
Eu Creates a Distro Silo Under a 10-Year Allianz Vet
The new unit combines several channels that previously fell under other parts of the multinational asset manager's U.S. distribution efforts...
MutualFundWire.com - Friday, January 26, 2018
An Ex-TCW PM Sues For $30MM, Alleging Sexual Harassment
The lawsuit, filed yesterday in the Big Apple, may already be the SoCal fixed income giant's highest profile legal battle since settling six years ago with a certain famous ex-employee...
MutualFundWire.com - Friday, January 26, 2018
Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com - Thursday, January 25, 2018 Views
SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com - Thursday, January 25, 2018
Foster Retires and Keeps the Lord Abbett Reins in Distro Hands
The employee-owned asset manager's ninth managing partner in its history (and the first woman to hold that title) reveals her retirement plans and her successor...
MutualFundWire.com - Wednesday, January 24, 2018
Are Wholesalers Giving Advisors Enough Attention?
In a new survey, advisors hint at wanting more meetings with wholesalers. ..
MutualFundWire.com - Tuesday, January 23, 2018
25 Years of ETFs
This week marks a big anniversary in the asset management world...
MutualFundWire.com - Tuesday, January 23, 2018
Crossmark Enters the Final Stages of a Distro Rebuild
David Rentfrow prepares to take a pause after rebuilding the sales and marketing team at the freshly rebranded asset manager...
MutualFundWire.com - Monday, January 22, 2018
Week In Preview, January 22-28
informa, the MFDF, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, January 22, 2018
Franklin Reaches For Better Branding Atmosphere
A NYC agency helps launch a global campaign around this multinational asset manager's philosophy. ..
MutualFundWire.com - Thursday, January 18, 2018
Putnam Transforms a $4.75B Pair of Funds
The move is a part of "a major strategic initiative" by Bob Reynolds and his team at the Beantown mutual fund shop...
MutualFundWire.com - Wednesday, January 17, 2018 Views
Week In Preview January 16-21
BofA Merrill, CFA Society New York, Crane Data, FIASI, informa, the Investments & Wealth Institute, KraneShares, and SSgA are all hosting events this week...
MutualFundWire.com - Tuesday, January 16, 2018
With a $7.3B-AUM Deal, a Chi-Town Shop's Team Doubles
After absorbing a Denver-based asset manager, the combined firm's new AUM will increase to nearly $20 billion. ..
MutualFundWire.com - Friday, January 12, 2018 Views
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 Views
Putting a Price On How Much Fundsters Like Tax Reform
A publicly traded asset manager reveals expected benefits of the recently passed, giant federal tax bill...
MutualFundWire.com - Wednesday, January 10, 2018
Seven Shops Add to Schwab ETF OneSource
The brokerage and custodial giant adds 12 more ETFs to their commission-free platform...
MutualFundWire.com - Friday, January 05, 2018
Greg Johnson Bids Adieu to a Franklin Legend
On January 31, a star emerging markets PM is retiring from the publicly traded, multinational asset manager...
MutualFundWire.com - Friday, January 05, 2018 Views
Buckley Took Over Vanguard. What's Next?
The FT and the WSJ ponder Vanguard's recordbreaking growth as Buckley takes the baton from McNabb...
MutualFundWire.com - Friday, January 05, 2018
A 4,000-FA B-D Network Brings Due Diligence Under a Single Chief
A key Advisor Group alumnus takes a newly created job at another group of independent broker-dealers. Watch for him to expand his freshly consolidated team...
MutualFundWire.com - Thursday, January 04, 2018
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com - Wednesday, January 03, 2018 Views - Reader Rating: 5
The Times Versus Ron Baron
The New York Times attacks the billionaire Baron Capital founder over mutual fund fees...
MutualFundWire.com - Wednesday, January 03, 2018 - Reader Rating: 5
A 30-Year-Old Asset Manager Kicks the Tires on M&A
Watch for this freshly rebranded shop to make some acquisitions or do liftouts...
MutualFundWire.com - Tuesday, January 02, 2018 Views
Will Pru and MetLife Buy U.S. Asset Managers?
The WSJ ponders insurers' hunger for acquiring asset managers and points to several likely acquirers...
MutualFundWire.com - Tuesday, January 02, 2018 Views
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