Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 100 of 100 results for last AND week. (0.955 seconds)
News Stories Archives - Since 1998
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
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
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
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
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
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
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
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 - 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
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
A Series Trust Soars to the Top
MFWire analyzes M* fund flows data to compare fund firms with between $1 billion and $10 billion in AUM...
MutualFundWire.com - Thursday, December 28, 2017
Trump Has His Eye On Two Top Pimco Vets
A dark horse Pimco alumnus did not land the President's nomination to take over the Fed next year, but two other Pimco-connected execs are rumored to be in the running for the Fed's number two spot...
MutualFundWire.com - Thursday, December 28, 2017
Global X and AlphaCentric Stay on Top
MFWire digs into M* fund flows data to compare fund firms with between $1 billion and $10 billion in AUM...
MutualFundWire.com - Wednesday, December 27, 2017
First Trust and Bridge Builder Take the Lead
The two firms had the best November inflows numbers among fund firms with between $10 billion and $100 billion in AUM...
MutualFundWire.com - Tuesday, December 26, 2017
Trump's SEC and EBSA Picks Got Early Christmas Presents on the Hill
The tax bill isn't the only thing the Senate approved last week...
MutualFundWire.com - Tuesday, December 26, 2017
Rosenberg Will Expand Am Century's ETF Team Quickly
The Midwestern mutual fund shop's ETF chief talks about hiring, product development plans, and more...
MutualFundWire.com - Tuesday, December 19, 2017 Views
#MeToo Comes to Asset Management
An increasing number of female fundsters report sexist behavior or even harassment in the workplace...
MutualFundWire.com - Monday, December 18, 2017 Views
Under Its First CMO, PGIM Investments Will Take a More Customized, Targeted Approach
Last month Prudential's retail asset management unit hired its first chief marketing officer. Stay tuned for changes...
MutualFundWire.com - Thursday, December 14, 2017 - Reader Rating: 5
An 11-Year Gemini Vet Returns
After nine months outside the asset management industry, an executive comes back to the mutual fund back-office shop in a new, key role...
MutualFundWire.com - Wednesday, December 13, 2017
Meet Michelle Seitz, Russell's New Chief
The FT takes a personal look at the 30-year industry veteran who took over the manager of managers in September...
MutualFundWire.com - Wednesday, December 13, 2017
Mutual Funds Partially Dodge an Investor Tax Hit
Yet there are still many pieces of the tax reform that fundsters should keep an eye on...
MutualFundWire.com - Tuesday, December 12, 2017
Week In Preview, December 11-17
SIFMA and T. Rowe are both hosting Gotham events this week, and the Expect Miracles Foundation is looking for distance runners...
MutualFundWire.com - Monday, December 11, 2017
Bond Is Back ... In the ETF Biz
Bruce Bond and John Southard have taken over a Midwestern ETF startup and are building it out...
MutualFundWire.com - Friday, December 08, 2017 Views
One Year Into the MF Biz, a Gotham Shop Preps a Real Marketing Push
The move comes after their first mutual fund was added to several key custodial platforms last month...
MutualFundWire.com - Wednesday, December 06, 2017 - Reader Rating: 5
A Midwestern B-D Shifts to "More Open Architecture"
The move comes after leadership changes at the broker-dealer, as well as at its parent and its fund firm sibling...
MutualFundWire.com - Wednesday, December 06, 2017
Week In Preview, December 4-10
The AAII, Highland, the ICI, informa, the Investments & Wealth Institute, MarketCounsel, Natixis, and the SEC are all holding events this week...
MutualFundWire.com - Monday, December 04, 2017
A New Entrant Leads the Under $1B AUM Pack
MFWire digs into mutual fund flows estimates from M*...
MutualFundWire.com - Thursday, November 30, 2017
Global X Tops Inflows Twice in a Row
Among fund firms with between $1 billion and $10 billion in AUM, the ETF shop brought in more net inflows than any other, per M* estimates...
MutualFundWire.com - Wednesday, November 29, 2017
Is Indexing Distorting Prices?
A BlackRock co-founder publicly pushes back against another criticism of index funds and ETFs...
MutualFundWire.com - Wednesday, November 29, 2017
Five Midsize Firms Join the $1B Flows Club
M* has data on mutual fund and ETF flows for October. MFWire digs into the estimates for fund firms with between $10 billion and $100 billion in AUM...
MutualFundWire.com - Tuesday, November 28, 2017
Waddell's Herrmann Passes His Final Hat
Next spring the former chief will say goodbye after 46 years with the Midwestern B-D and asset manager...
MutualFundWire.com - Tuesday, November 28, 2017
Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com - Monday, November 27, 2017 Views
Week In Preview, November 27-December 3
Hennessy Funds and High Water Women are both coming to the Big Apple this week...
MutualFundWire.com - Monday, November 27, 2017
Fischer Advances a More Holistic View of Schwab's Platforms
A new but familiar face now leads both the mutual fund and ETF OneSource platforms at the RIA custody and discount brokerage giant. Watch for her to find more ways to break down the walls between Schwab's mutual fund and ETF platforms...
MutualFundWire.com - Wednesday, November 22, 2017
A 19-Year Waddell Vet Succeeds Butch at Ivy
Tom Butch is leaving the Midwestern fund firm and its brokerage parent. Phil Sanders has promoted a pair of execs to fill Butch's shoes...
MutualFundWire.com - Wednesday, November 22, 2017
Can an Online Giant Grow This Roboadvisor Seed Into a Tree?
Mass-market scale has been a key challenge for roboadvisors so far, even robos offered by asset management giants with millions of existing customers. Yet one robo now has access to more 218 million active customers of an online financial services titan...
MutualFundWire.com - Wednesday, November 22, 2017
An Irish Charity Gathers Fundsters to Honor a Star PM
A famed retired fundster was the headline honoree at a Beantown party last week...
MutualFundWire.com - Tuesday, November 21, 2017
Impact 2017 Recap
Last week more than 2,000 advisors and their allies gathered in Chitown for Schwab's 27th annual RIA conference...
MutualFundWire.com - Monday, November 20, 2017
Impact, Day 4 — a Treat For Cubs and Red Sox Fans
Today is the final day of Schwab Impact 2017, and a famed baseball executive will close out the conference...
MutualFundWire.com - Friday, November 17, 2017 - Reader Rating: 4
Fewer Fundsters and RIAs Faced the SEC's Wrath This Year
The regulatory agency's enforcement division releases its report for FY 2017...
MutualFundWire.com - Thursday, November 16, 2017
Impact, Day 3 — Awards, Leon Bridges, and More
The 12th annual Impact Awards, a former prime minister, and the final night party are on the agenda today for the giant, RIA-focused conference...
MutualFundWire.com - Thursday, November 16, 2017
Walt, Unscripted
The CEO of Charles Schwab takes the stage in a Q&A-only keynote session at Impact 2017...
MutualFundWire.com - Wednesday, November 15, 2017 - Reader Rating: 5
Impact, Day 2 — Talking to Walt
Yesterday in the Windy City the Schwab team kicked off their giant annual conference for RIAs and their allies...
MutualFundWire.com - Wednesday, November 15, 2017
After Selling Half Its Biz, a Subadvised Fund Firm Rebuilds and Reinvests
What's next for this Big Apple shop after its biggest subadvisor and half of its team head to another firm as part of a deal?..
MutualFundWire.com - Tuesday, November 14, 2017 Views
Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com - Monday, November 13, 2017
A DFA Vet Plans a Niche ESG Buildout
The startup already has an ESG real estate fund. Watch for them to push into emerging markets or niche bond funds next...
MutualFundWire.com - Friday, November 10, 2017
Fitzpatrick Extends NICSA's Reach
With help from a key new hire, the trade group's chief is looking broaden NICSA's appeal beyond its traditional base of mutual fund industry operations executives...
MutualFundWire.com - Thursday, November 09, 2017
Another Gotham Giant Shifts, This Time to the West
The pivot provides an excuse for an update on successor possibilities at this big asset manager...
MutualFundWire.com - Tuesday, November 07, 2017
Casey Consolidates American Century's Marketing Efforts
A top exec departs as the Midwestern mutual fund shop puts its marketing and product teams under a single chief...
MutualFundWire.com - Monday, November 06, 2017
Week In Preview, November 6-12
Baron Funds, DST kasina, the Expect Miracles Foundation, an ETF startup, the ICI, InvestmentNews, the MFEA, and the New York Financial Writers' Association are all hosting events this week...
MutualFundWire.com - Monday, November 06, 2017
A $250B Alts Shop Buys Most of a Mutual Fund Biz
The multi-part deal amps up the institutional asset manager's liquid offerings and distribution. Meanwhile, one of the sellers will reinvest in its biz to build out again...
MutualFundWire.com - Thursday, November 02, 2017 Views
The Curse of Common Names
In the age of Google and social media, it's become harder to hide if you have a unique name. Yet it's also become easier to get mistaken for someone else if you have a common name, as an FA in the Midwest discovered this week...
MutualFundWire.com - Thursday, November 02, 2017
FAs Gain a Tool For Comparing Your Liquid Alts
M* takes a year-old tool up a notch by adding it to Morningstar Direct...
MutualFundWire.com - Wednesday, November 01, 2017
Lytle Shares Macquarie's Potential Acquisition Dreams
The Australian multinational is on the hunt for deals, both in the U.S. and abroad...
MutualFundWire.com - Tuesday, October 31, 2017 - Reader Rating: 5
Reynolds Puts a Putnam Veteran In Charge of a Sister Shop
Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam...
MutualFundWire.com - Monday, October 30, 2017 Views
Week In Preview, October 30-November 5
Transamerica, Macquarie, Inside ETFs, and the Philadelphia Fund Alliance are all hosting events this week...
MutualFundWire.com - Monday, October 30, 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 Views
GQG Outpaces the Small Fund Firm Pack
Among fund families with under $1 billion, GQG brought in more estimated net inflows last month than any other...
MutualFundWire.com - Wednesday, October 25, 2017
How a No-Load Giant Is Making a Push With Advisors
InvestmentNews digs into the shift being made by a well-known, publicly-traded asset manager...
MutualFundWire.com - Wednesday, October 25, 2017
Global X and Chiron Rake It In
September was a great month for those two fund firms and many others in the $1 billion to $10 billion AUM range, per M* estimates...
MutualFundWire.com - Tuesday, October 24, 2017
Despite a Delay, Nally Sticks to His NTF ETF Guns
TD Ameritrade is giving RIAs more time to brace for the removal of some popular ETFs from the commission-free platform. Yet the end result will remain the same...
MutualFundWire.com - Tuesday, October 24, 2017
Baird Dominated September Among Midsize Firms
The Wisconsin-based mutual fund shop brought more inflows, both absolutely and relatively, than any other fund firm with between $10B and $100B in assets, per M* estimates...
MutualFundWire.com - Monday, October 23, 2017
Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com - Monday, October 23, 2017
 News Archives
2018: Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2018
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use