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News Stories Archives - Since 1998
A Cali AM's AUM, Revenue, and Earnings Slip
Though the fund firm's results a year ago were boosted by a tax adjustment...
MutualFundWire.com - Friday, December 06, 2019
Whitaker Stands By Quasar's Team and Brand
Dave Whitaker talks about the deal, which is expected to close at the end of Q1 2020...
MutualFundWire.com - Tuesday, December 03, 2019
In 2020, an Ex-PM Will Take Over Fidelity AM
The unit's current chief, who hails from the tech side of the business, will pass the reins at the end of Q1 next year...
MutualFundWire.com - Tuesday, December 03, 2019
24 Years of Positive Net Flows
The team at a publicly traded fund firm recently released their fiscal Q4 earnings...
MutualFundWire.com - Tuesday, December 03, 2019
Week In Preview, December 2-8
This week the teams at Bloomberg, FIASI, ICI, InvestmentNews, Natixis, and Opal Group are hosting events...
MutualFundWire.com - Monday, December 02, 2019
A B-D's Funds Lead Again
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, November 29, 2019
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
An ETP Shop Won In October
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, November 27, 2019
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
Week In Preview, November 25-December 1
This week the team at a Baltimore fund firm is hosting a Big Apple event and a Boston fund firm will release earnings...
MutualFundWire.com - Monday, November 25, 2019
Reynolds Thanks an Exiting 20-Year Putnam Leader
Stay tuned for word on who will succeed the departing exec...
MutualFundWire.com - Friday, November 22, 2019 Views
A Multinational's U.S. AUM Rises, Despite Outflows
The firm's parent releases its Q3 2019 earnings...
MutualFundWire.com - Friday, November 22, 2019 - Reader Rating: 5
Week In Preview, November 18-24
This week the teams at Ameriprise, CFL, Hennessy, InvestmentNews, Nasdaq, and T. Rowe Price are hosting events...
MutualFundWire.com - Monday, November 18, 2019
One Titan's Passive Inflows Double
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, November 15, 2019
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
An ETF Strategist Takes the Lead
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, November 14, 2019
Janus Henderson's Avg AUM Ticks Up, But ...
The London-based multinational had $356.1 billion in AUM at the end of Q3 2019..
MutualFundWire.com - Thursday, November 14, 2019
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
Passive Inflows and Active Outflows Both Fall
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, November 12, 2019
This AM Makes 20 Percent of Its Parent's Profits
The fund firm raked in $1.3 billion in net inflows last quarter...
MutualFundWire.com - Monday, November 11, 2019
Week In Preview, November 11-17
This week the teams at Expect Miracles, FolioFinancial, ICI, informa, InvestmentNews, Litman Gregory, and NYFWA are hosting events...
MutualFundWire.com - Monday, November 11, 2019
An Insurer's Giant AM's AUM Rises 9.4 Percent
The year-over-year growth is despite net outflows last quarter...
MutualFundWire.com - Friday, November 08, 2019
A $1.18T-AUM AM Teams Up With the NCAA
The college sports association picks an official ETF and an official asset management partner...
MutualFundWire.com - Friday, November 08, 2019
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
From $64.1B to $145.8B In One Quarter
An asset manager's leaders share numbers on the post-deal firm...
MutualFundWire.com - Thursday, November 07, 2019 Views
A PA AM Reaches a Record $527.2B In AUM
Executives at the firm talk about their Q3 2019 earnings...
MutualFundWire.com - Monday, November 04, 2019
Week In Preview, November 4-10
This week the teams at the Active Investment Company Alliance, BofA, ICI, JPMAM, MFDF, Pictet, Schwab, and the SEC are hosting events, and several mutual fund firms' parents are releasing earnings...
MutualFundWire.com - Monday, November 04, 2019
The Johnsons Hint at Franklin's M&A Progress
The asset manager's leaders talk with analysts about the firm's fiscal Q4 2019 earnings results...
MutualFundWire.com - Friday, November 01, 2019
Despite Flat AUM, a B-D's AM Arm Breaks Records
Yet the publicly traded firm's multiboutique asset manager suffered net outflows...
MutualFundWire.com - Friday, November 01, 2019
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
From Fund Distro Chief to Fitness Entrepreneur
The head of distribution for an $8.7-billion-AUM asset manager's mutual fund arm recently moved on...
MutualFundWire.com - Monday, October 28, 2019 Views - Reader Rating: 5
Week In Preview, October 28-November 3
This week, the teams at FIASI, High Water Women, IMEA, and MFDF are hosting events...
MutualFundWire.com - Monday, October 28, 2019
A $60B-AUM AM's Original Backer Retires
He served on the asset manager's board of directors for 15 years...
MutualFundWire.com - Friday, October 25, 2019
Five Strategies for Getting Salespeople to Adopt New Tech
An industry insider offers asset management marketers ideas for getting sale teams on board with new technology...
MutualFundWire.com - Thursday, October 24, 2019
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
$4.05T, $5.78T, and Rising
Part of the asset management industry reached new highs last month...
MutualFundWire.com - Wednesday, October 23, 2019
Four Fund Firms Win Big In Atlanta
Other winners included a wirehouse, another big B-D, and a direct indexer...
MutualFundWire.com - Tuesday, October 22, 2019 - Reader Rating: 5
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
Week In Preview, October 21-27
This week the teams at IDC, IWI, and Opal are hosting events, and a host of asset managers are releasing earnings...
MutualFundWire.com - Monday, October 21, 2019
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
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
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
Larry Stands By Abby
The chief of the world's biggest asset manager and ETF shop says that a key alliance "is as strong as ever," despite big changes in the ETF world...
MutualFundWire.com - Wednesday, October 16, 2019 Views
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
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
Week In Preview, October 14-20
This week, the teams at AIMSE, ALFI, Eaton Vance, FPA, MMI, NICSA, PGIM, and Schwab are hosting events...
MutualFundWire.com - Monday, October 14, 2019
An $85B-AUM AM's Equity Chair Departs
Leadership at the asset manager's parent reportedly told employees that the exec left "as a result of conduct that does not align with ... expectations."..
MutualFundWire.com - Wednesday, October 09, 2019 Views
The Eight Richest U.S. Fundsters Are ...
A magazine releases its annual list of the 400 richest Americans...
MutualFundWire.com - Tuesday, October 08, 2019 Views
Barse Teams Up With an Expanding ETF Startup
The former Third Avenue chief is leading a firm whose index is powering a new ETF...
MutualFundWire.com - Monday, October 07, 2019
Week In Preview, October 7-13
This week, the teams at Fund Intelligence and Tiburon are both holding events...
MutualFundWire.com - Monday, October 07, 2019
Two Gotham AMs Plan Layoffs
Execs at one firm plan to lay off 61 people in the NYC area as part of its HQ move, while execs at another firm will cut up to seven percent of its team worldwide...
MutualFundWire.com - Friday, October 04, 2019 Views
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
Another Online Brokerage Goes NTF For All ETFs, But ...
The move is part of a broader commission elimination at the firm and echoes recent changes at Interactive Brokers, Schwab, and TD...
MutualFundWire.com - Thursday, October 03, 2019
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 Views
A $10B Fund Firm's Co-Founder Will Retire Soon
He is staying on in a senior advisory role until the end of the year at the 26-year-old firm...
MutualFundWire.com - Monday, September 30, 2019
Week In Preview, September 30 - October 6
This week the teams at the Denver Area 1940 Act Group, Fuse, ICI, MFDF, NAPFA, and Riskalyze are all hosting events...
MutualFundWire.com - Monday, September 30, 2019
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
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 Views
Four Fundsters Are Among the Most Powerful Women In Business
A big B-D's chief also made the list, released earlier this week by a business magazine...
MutualFundWire.com - Thursday, September 26, 2019 Views
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
The Six Most Powerful Women In Asset Management
A trade publication puts six asset management executives on a list of the 25 most powerful women in finance...
MutualFundWire.com - Wednesday, September 25, 2019 Views
Lord Abbett Takes the Active Lead
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 24, 2019 Views
A Focused Fund Firm Wins In August
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, September 23, 2019
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
An Active ETF Shop Leads the Micro Pack
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, September 20, 2019
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
Crawford Confirms Schwab Layoff Rumors, But ...
The CFO says that the publicly traded brokerage will cut about three percent of its workforce...
MutualFundWire.com - Thursday, September 19, 2019 Views
Mid-Size Firms Suffer 72 Percent of MF Outflows
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, September 18, 2019
Active and Passive Both Suffered Billions In August Outflows
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 17, 2019
14 Asset Managers Win Big In Gotham
An FA trade publication fetes fundsters, B-Ds, and more via its fifth annual awards. ..
MutualFundWire.com - Tuesday, September 17, 2019 Views - Reader Rating: 4
Week In Preview, September 16-22
This week the teams at FRA, ICI, NICSA, and the SEC are all hosting events...
MutualFundWire.com - Monday, September 16, 2019 Views
M* Gains a Head of Sustainability
A former Trucost managing director joins M* as head of sustainability...
MutualFundWire.com - Thursday, September 12, 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 Views
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
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 Views
Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com - Monday, September 09, 2019
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
Two National Accounts Posts Are Increasingly Popular
For most national accounts roles, fewer fundsters plan to add them. Yet there are two exceptions...
MutualFundWire.com - Thursday, September 05, 2019
Week In Preview, September 3-8
This week, the teams at Echelon Partners, informa, and MFDF are all hosting events...
MutualFundWire.com - Tuesday, September 03, 2019
Two Decades of Impact Investing
A Sunshine State asset management firm a big anniversary for its flagship product. ..
MutualFundWire.com - Friday, August 30, 2019
Happy Labor Day!
MFWire will be closed Monday in observance of the Labor Day market holiday...
MutualFundWire.com - Friday, August 30, 2019
The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com - Friday, August 30, 2019 Views
An $831B Global AM's Chief Passes the Reins
On October 1, a familiar face will take over the asset manager...
MutualFundWire.com - Thursday, August 29, 2019 Views
The Feds Sentence an Ex-Vanguard Vet
A federal judge sentences a former Vanguard crewmember who pled guilty to stealing more than $2.1 million from customers' accounts...
MutualFundWire.com - Monday, August 26, 2019 Views
A Willaim Blair Leader Says Goodbye
His 15-year career with the firm ended this month...
MutualFundWire.com - Friday, August 23, 2019
This MF Niche Climbs to a Post-Reform Record
It's been almost a decade since this part of the industry was this big...
MutualFundWire.com - Thursday, August 22, 2019 Views
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
Week In Preview, August 19-25
This week the teams at LPL, Washington University, and YPEM are all hosting events...
MutualFundWire.com - Monday, August 19, 2019
A Subadvised Fund Firm Is Back On Top, Proportionately
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, August 16, 2019
$5.7T, $4T, and Counting
Part of the asset management industry crosses a big milestone...
MutualFundWire.com - Friday, August 16, 2019 Views
An RIA's MF Startup Keeps the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, August 15, 2019
Schwab's Brokerage Deal Victory Comes With an MF Ally
A fundster chief assures analysts that Schwab's pending acquisition doesn't throw a wrench in an asset management deal that closed last month...
MutualFundWire.com - Thursday, August 15, 2019 Views
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 Views
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
Smith Capital Welcomes a Morgan Stanley Alum
After a 10 year career at Morgan Stanley, he takes on a role as a senior advisor...
MutualFundWire.com - Monday, August 12, 2019
One Fund Firm's Inflows Fall $38B In a Month
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 12, 2019 Views
Week In Preview, August 12-18
This week the team at LPL will kick off a giant event...
MutualFundWire.com - Monday, August 12, 2019
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 Views
RayJay Hires From Carillon Tower's C-Suite
An exec moves from the broker-dealer's asset management subsidiary to a corporate support and leadership position...
MutualFundWire.com - Thursday, August 08, 2019
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 Views
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