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News Stories Archives - Since 1998
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
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
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
The Vanguard-BlackRock Show Continued In September
The passive titans and some of their fellows continued to dominate industry net flows last month, according to the latest mutual fund flows estimates from M*...
MutualFundWire.com - Friday, October 20, 2017
ESG ETF Entreprenuers Plan a Whole List of Strats and Some Ambitious Growth
A startup debuted its first ETF last week. Watch for them to build out a whole suite of products...
MutualFundWire.com - Thursday, October 19, 2017
Filings For Fundsters - October 17, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Tuesday, October 17, 2017
A PM Takes Over William Blair IM
John Ettelson picks a successor for Michelle Seitz...
MutualFundWire.com - Monday, October 16, 2017
Week In Preview, October 16-22
Fall conference season continues this week...
MutualFundWire.com - Monday, October 16, 2017
New Fund Fuss - October 13, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Friday, October 13, 2017
Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Thursday, October 12, 2017
Filings For Fundsters October 11, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Wednesday, October 11, 2017
Will a Pimco Alum Take Over the Fed?
Gundlach's betting on him, and Gross likes him, yet he didn't make the widely covered short list...
MutualFundWire.com - Wednesday, October 11, 2017
Trump Smiles On the ETF Biz
Last week the President of the U.S. signed into law a measure to protect B-Ds that offer clients research on exchange traded funds...
MutualFundWire.com - Tuesday, October 10, 2017
The ETF Strategist Space Crowns a New King
Mutual fund and ETF giants now lead another niche by AUM...
MutualFundWire.com - Monday, October 09, 2017
Week In Preview, October 9-15
AIMSE, Carson Group Coaching, Expect Miracles, Irish Funds, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, October 09, 2017
The Verdict Is In On F-Squared's Co-Founder
Yesterday in federal court, the jury delivered its decision in the three-year-old fraud case brought by the SEC against Howard Present...
MutualFundWire.com - Saturday, October 07, 2017 Views
Filings For Fundsters 10-6-2017
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MutualFundWire.com - Friday, October 06, 2017
How Does Invesco-Guggenheim Change the ETF Landscape?
The move solidifies Marty Flanagan's shop's fourth place spot in the ETF business, at least for now...
MutualFundWire.com - Friday, October 06, 2017
Among the Smallest Firms, DeltaShares Dominated August
MFWire compares M* flows data from fund families with less than $1 billion in AUM...
MutualFundWire.com - Thursday, October 05, 2017
New Fund Fuss - October 5, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Thursday, October 05, 2017
Will Tax Reform Hurt Asset Manager M&A?
One proposal could dramatically change the business models of some of fundsters' most frequent acquirers...
MutualFundWire.com - Thursday, October 05, 2017
Will a $2,700 Mistake Cost BlackRock $37MM?
The moral of the story may be: asset managers that do any work for state or local governments should keep their execs' dollars out of politics, even national politics...
MutualFundWire.com - Wednesday, October 04, 2017
Follow the Fundsters - October 3, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Tuesday, October 03, 2017
Credit Suisse and ETC Had a Big Month
M* data shows the Swiss multinational's U.S. mutual fund family at the top of the $1B to $10B AUM pack in terms of net inflows in August...
MutualFundWire.com - Tuesday, October 03, 2017
As Axa Deal Rumors Swirl, What About AB?
Word is that the French multinational insurance company is working on a big asset management deal...
MutualFundWire.com - Tuesday, October 03, 2017 Views
ProShares Crushed It In August
Last month the Maryland-based mutual fund and ETF shop utterly dominated flows in the $10B to $100B AUM range, per M* estimates...
MutualFundWire.com - Monday, October 02, 2017
Filings For Fundsters - October 2, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Monday, October 02, 2017
Week In Preview, October 2-8
Managed accounts execs gather in Chitown while fundsters converge on Beantown and KPAs meet outside LA...
MutualFundWire.com - Monday, October 02, 2017
A Fido IPO? No!
Abby Johnson grants a rare video interview and confirms that the Boston Behemoth is just fine staying private, thanks...
MutualFundWire.com - Friday, September 29, 2017
For $1.2B, Marty Flanagan Does It Again
As long rumored, Invesco is buying another ETF business, this time in the U.S...
MutualFundWire.com - Thursday, September 28, 2017 Views
Will Another Japanese Giant Buy Into U.S. Asset Management?
A life insurance company on the other side of the Pacific reportedly could shell out hundreds of millions of dollars for a slice of an American mutual fund shop...
MutualFundWire.com - Thursday, September 28, 2017
Filings For Fundsters - September 27, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Wednesday, September 27, 2017
Follow the Fundsters - September 26, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com - Tuesday, September 26, 2017
Only One Active Shop Passed $1B in Inflows in August
M* releases its monthly mutual fund flows data...
MutualFundWire.com - Tuesday, September 26, 2017 Views
Filings For Fundsters - September 25, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com - Monday, September 25, 2017
Week In Preview, September 25-October 1
eMoney Advisor, FIASI, Fund Intelligence, the ICI, informa, LPL, NAGDCA, the PSCA, and WiPN are all hosting events this week...
MutualFundWire.com - Monday, September 25, 2017
New Fund Fuss - September 22, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com - Friday, September 22, 2017
Fortune Recognizes the Power of Abby and Two Other Fundsters
The publication releases its 2017 list of the 50 most powerful women in business, and fundsters are on the rise...
MutualFundWire.com - Friday, September 22, 2017
One of Fundsters' Biggest Fears Came True, But How Much?
SEC Chairman Clayton shared potentially scary news yesterday but was light on the details...
MutualFundWire.com - Thursday, September 21, 2017
T. Rowe PMs and Wells Fargo's AM Chief Woo Reporters in Gotham
Executives from two big asset managers came to the Big Apple today. In the one case, PMs came to talk about a growing unit, and in the other, leadership shared new research...
MutualFundWire.com - Wednesday, September 20, 2017
Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com - Monday, September 18, 2017
New Fund Fuss - September 15, 2017
A roundup of recent fund launches and other industry news...
MutualFundWire.com - Friday, September 15, 2017
LPL Adds Strategists and Builds Towards a UMA Platform
The giant indie B-D's home office team is expanding a core platform in several key ways. And fundsters, they're still adding strategists...
MutualFundWire.com - Thursday, September 14, 2017
Filings For Fundsters - September 13, 2017
The latest mutual fund industry filings with the SEC .....
MutualFundWire.com - Wednesday, September 13, 2017
Filings For Fundsters - September 11, 2017
The latest mutual fund industry filings .....
MutualFundWire.com - Monday, September 11, 2017
Week In Preview, September 11-17
A 401(k) conference gets delayed as Irma batters Florida and Houston recovers from Harvey...
MutualFundWire.com - Monday, September 11, 2017
A Mutual Fund Legal Eagle Falls at 72
A prominent investment management industry lawyer who once helped run a piece of the SEC died over Labor Day weekend after a fall...
MutualFundWire.com - Friday, September 08, 2017 Views
Three More Shops Can't Resist ETFs' Allure
An ETF critic, a cryptocurrency-friendly startup, and an ETF strategist are all launching their own offerings...
MutualFundWire.com - Friday, September 08, 2017
Filings For Fundsters - September 7, 2017
The latest mutual fund industry filings .....
MutualFundWire.com - Thursday, September 07, 2017
Why Did Fidelity Come to Rhode Island? Because a Famous Bulldog Backed Down
The death of a high-profile Ocean State power player brings up a two-decade-old story about how Ned Johnson ended up bringing the Boston Behemoth to another state...
MutualFundWire.com - Thursday, September 07, 2017
Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com - Tuesday, September 05, 2017
TA Puts a New Chief In Charge of Russell
The new hire succeeds Len Brennan, who will become a strategic advisor to the firm next year...
MutualFundWire.com - Tuesday, September 05, 2017
Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com - Tuesday, September 05, 2017
New Fund Fuss - September 1, 2017
A roundup of recent fund launches and other industry news...
MutualFundWire.com - Friday, September 01, 2017
Filings For Fundsters - August 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Thursday, August 31, 2017
A Robo Focused on Women Raises $32.5MM
The firm is led by a former wirehouse chief...
MutualFundWire.com - Thursday, August 31, 2017
Turner Buys Into the ETF Biz
While shuttering its old mutual funds, the PA mutual fund shop is acquiring a Midwestern ETF startup. Meanwhile, an affiliated fintech company makes a key alliance...
MutualFundWire.com - Wednesday, August 30, 2017 Views - Reader Rating: 5
Will B-Ds Kill or Keep Direct Fund Biz? Is There a Third Way?
Two firms are teaming up to help broker-dealers and their FAs adapt to a changing environment, without shifting their mutual fund only clients into traditional brokerage accounts...
MutualFundWire.com - Tuesday, August 29, 2017 - Reader Rating: 5
A Fund Firm Triples the Ante With Its Attack on the Pharmaceutical Enron
A Garden State mutual fund is attacking a beleaguered, infamous drug company, alleging $80 billion in investor losses...
MutualFundWire.com - Tuesday, August 29, 2017
Week In Preview, August 28-September 4
The summer is winding down...
MutualFundWire.com - Monday, August 28, 2017
Filings For Fundsters - August 25, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 25, 2017
Muzinich, KraneShares, and Chilton Rise Up!
An analysis of the fund flow report for firms with AUMs under $1 billion for the month of July...
MutualFundWire.com - Friday, August 25, 2017
Hang Out With MFWire!
Beat the heat and catch up with MFWire and your fellow fundsters...
MutualFundWire.com - Friday, August 25, 2017
New Fund Fuss - August 24, 2017
A roundup of recent fund launches and other industry news...
MutualFundWire.com - Thursday, August 24, 2017
ETC Breaks $1B and Nationwide Shines
An analysis of $1B to $10B AUM fund flow data for July 2017...
MutualFundWire.com - Thursday, August 24, 2017
The Invesco-Guggenheim Deal Talk Narrows
The scope of Marty Flanagan and Mark Walter's rumored deal has shifted to a single piece of business...
MutualFundWire.com - Thursday, August 24, 2017 Views - Reader Rating: 4
Filings for Fundsters - August 23, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Wednesday, August 23, 2017
Baird, Oakmark, and AB Bern the Rest!
An analysis of fund flow data for all firms with AUMs between $10 billion and $100 billion for the month of July...
MutualFundWire.com - Wednesday, August 23, 2017
In October, an Ex-Eaton Vance PM Will Go to Prison
After pleading guilty to securities fraud, the former VP at the fund firm is scheduled to start a 1.5-year sentence in federal prison. He's also been ordered to pay more than $1.5 million in restitution...
MutualFundWire.com - Wednesday, August 23, 2017 - Reader Rating: 5
Vanguard and BlackRock Eclipse the Competition, Again
An analysis on the flows of the top 50 fund firms in the industry. ..
MutualFundWire.com - Monday, August 21, 2017
Filings for Fundsters - August 21, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Monday, August 21, 2017
Week In Preview, August 21-27
The official mutual fund industry calendar is pretty light for eclipse week...
MutualFundWire.com - Monday, August 21, 2017
Filings for Fundsters - August 18, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com - Friday, August 18, 2017
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