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News Stories Archives - Since 1998
Mertens Takes a New Career Lane
David Mertens picks up new roles almost two years into retirement...
MutualFundWire.com - Tuesday, December 11, 2018
Post-Rebrand, What Will a $2.5B AUM Boutique Launch Next?
The 10-year-old shop now has five funds, plus SMAs. Yet more products are on the way...
MutualFundWire.com - Monday, December 10, 2018
A Multinational AM Hunts For International Equity Specialists
MFWire talks to the U.S. country head and deputy global IM chief at a publicly traded firm...
MutualFundWire.com - Monday, December 10, 2018
Week In Preview, December 10-16
This week the teams at FIASI, the SEC, and T. Rowe Price are all hosting events...
MutualFundWire.com - Monday, December 10, 2018
Lytle Warns That AM Industry Bifurcation Is Here to Stay
An acquisitive multinational's U.S. chief describes a kind of new normal for asset managers...
MutualFundWire.com - Thursday, December 06, 2018
What Do FAs Want In an ESG Fund?
New research sheds light on financial advisors' perspectives on ESG and SRI investing...
MutualFundWire.com - Wednesday, December 05, 2018
Week In Preview, December 3-9
This week the teams at Hennessy, Macquarie, MarketCounsel, and the Opal Group are all hosting events...
MutualFundWire.com - Monday, December 03, 2018
Masom Adds an Intermediary Sales Chief
RBC GAM's new global head of institutional distribution hires a fellow Legg Mason veteran for a newly created position...
MutualFundWire.com - Friday, November 30, 2018
After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
A liquid alts chief is looking for more external wholesalers...
MutualFundWire.com - Thursday, November 29, 2018
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
October Outflows Surpassed September Inflows
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, November 26, 2018
Week In Preview, November 26-December 2
This week the teams at FIASI and ImpactShares are hosting events...
MutualFundWire.com - Monday, November 26, 2018
An ETF-In-a-Box Shop Takes the Lead
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, November 23, 2018
A Retirement Plan's Bespoke Funds Won October
M* updates October 2018 flows data for ETFs and long-term , open-end mutual funds...
MutualFundWire.com - Wednesday, November 21, 2018
After Ultimus and Gemini Merge ...
Ultimus president Gary Tenkman talks to MFWire about what's next for the independent mutual fund administration shop after the private equity deals and merger...
MutualFundWire.com - Tuesday, November 20, 2018
An Inverse Index Fund Specialist Takes the Lead
M* updates ETF and long-term, open-end mutual fund flows data for October 2018...
MutualFundWire.com - Tuesday, November 20, 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
Kinzie Hires an Internal Sales Manager
The new hire hails from a Beantown ETF strategist...
MutualFundWire.com - Friday, November 16, 2018
Macquarie vs Pimco, On Ice!
The teams at two asset managers compete while raising money for three veterans-focused charities...
MutualFundWire.com - Thursday, November 15, 2018
Florence Promotes His Right Hand
The 361 chief delegates part of his duties to an eight-year 361 veteran...
MutualFundWire.com - Monday, November 12, 2018
Week In Preview, November 12-18
This week the teams at the ICI, Informa, T. Rowe Price, and Voya are all hosting events...
MutualFundWire.com - Monday, November 12, 2018
Nestor Plans a Direxion Sales and Marketing Push
Six months in, the Gotham MF shop's new prez makes a pair of key hires and looks to further expand his team...
MutualFundWire.com - Wednesday, November 07, 2018
Nine Months In, What's Next For a Gotham Startup?
This new ETF shop added a new partner to the team last month after rolling out its first two ETFs earlier this year...
MutualFundWire.com - Tuesday, November 06, 2018
This is Just the Beginning ... of an ETF Series and a Distro Strat
An ETF entrepreneur rolls out an ETF with a new ally and looks for more...
MutualFundWire.com - Monday, November 05, 2018
Week In Preview, November 5-11
This week the teams at Baron Funds, the Expect Miracles Foundation, and NYFWA are all hosting events...
MutualFundWire.com - Monday, November 05, 2018
An ETF Startup Sticks to Value, With a Twist
A Chi-Town trio debut their first fund and plan more. Their mission is to rationally redefine value investing for the 21st century...
MutualFundWire.com - Friday, November 02, 2018
Will This Multinational Bank Buy a Retail U.S. Asset Manager?
A European financial services giant is reportedly on the hunt, on both sides of the pond...
MutualFundWire.com - Thursday, November 01, 2018
Lytle Scores an Ivy League First
Macquarie IM does a sponsorship deal that will put its logo on a historic home for several sports teams from an elite university...
MutualFundWire.com - Wednesday, October 31, 2018
At Am Century, a Key Accounts Exec Takes a Strategic Role
The freshly promoted executive now serves as global head of strategic relationships at the mutual fund firm...
MutualFundWire.com - Wednesday, October 31, 2018
Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com - Tuesday, October 30, 2018
Week In Preview, October 29 - November 4
This week the teams at FIASI, the Philadelphia Fund Alliance, Schwab, and Stradley Ronon are all hosting events...
MutualFundWire.com - Monday, October 29, 2018
An Ex-FA Takes Over Investment Solutions at Janney
The freshly promoted exec will oversee marketing and support for insurance and investment products as well as retail trading...
MutualFundWire.com - Friday, October 26, 2018
The Best-Performing CEOs Include One Fundster
There are several other familiar faces on the new list from Harvard Business Review...
MutualFundWire.com - Wednesday, October 24, 2018
Fundsters' National Accounts Hiring Shifts
The Fuse Research Network team talks to fundsters about their plans for their national accounts teams...
MutualFundWire.com - Tuesday, October 23, 2018 - Reader Rating: 5
Yes, Goldman Is On the Hunt, But ...
Senior management confirms the rumors while discussing Q3 2018 earnings...
MutualFundWire.com - Tuesday, October 23, 2018
Week In Preview, October 22-28
This week the teams at the FPA, the ICI, InvestmentNews, Irish Funds, Opal Group, and Schwab are all hosting events...
MutualFundWire.com - Monday, October 22, 2018
New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com - Wednesday, October 17, 2018
BlackRock Feels Fidelity's Quietly Expanded Love
Larry Fink and Co discuss their Q3 2018 results with analysts...
MutualFundWire.com - Wednesday, October 17, 2018
Fund Flows Rise as a Newcomer Takes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com - Tuesday, October 16, 2018
How Fink Is Handling the Missing Saudi Journalist Scandal
The chief of the world's biggest asset manager refuses to draw a line in the sand and is "still proud to be a globalist in this day and age."..
MutualFundWire.com - Tuesday, October 16, 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
A British EM Specialist Leads
M* updates flows data for ETFs and long-term open-end mutual funds in September 2018...
MutualFundWire.com - Friday, October 12, 2018
Abby and Bob Party With Sir Paul
Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week...
MutualFundWire.com - Friday, October 12, 2018 Views
Bad Day? Asset Managers Are Having a Bad Year.
Many publicly traded asset managers' stocks fell with the market yesterday ... yet unlike the market overall, asset managers are down year-to-date, too...
MutualFundWire.com - Thursday, October 11, 2018 Views
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 Views
TCW Replaces an Embattled Board Member
A law firm discovers "unprofessional communications" between the board member and an ex-PM who is accusing him of sexual harassment...
MutualFundWire.com - Tuesday, October 09, 2018
Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com - Monday, October 08, 2018
McCain Hires a Prez
For the first time in well over a decade, the top two jobs at Harbor Capital Advisors will not be held by the same person...
MutualFundWire.com - Friday, October 05, 2018
Musk vs Fink
The Tesla chief publicly attacks the largest asset manager and ETF provider in the world...
MutualFundWire.com - Friday, October 05, 2018
As an ETF Bigwig Exits, a 25-Year Invesco Vet Shifts
Both changes are on the back office side the publicly traded asset manager's mutual fund and ETF business...
MutualFundWire.com - Thursday, October 04, 2018
The Eight Richest Fundsters Are ...
Forbes unveils its 2018 "Forbes 400" list. Familiar faces from the mutual fund industry are on the list, though one famous PM falls off...
MutualFundWire.com - Thursday, October 04, 2018 Views
Week In Preview, October 1-7
This week the teams at the FPA, Fund Intelligence, Fuse, and the ICI are all hosting events...
MutualFundWire.com - Monday, October 01, 2018
The Nuances of FAs' Shift to Passive
A prominent, blogging FA zooms in on the rise of index funds and ETFs...
MutualFundWire.com - Wednesday, September 26, 2018
Post-Aberdeen, Smith Guides a Family Office Into Asset Management
A 12-year-old firm is launching an asset management arm and looking for boutiques...
MutualFundWire.com - Tuesday, September 25, 2018
Week In Preview, September 24-30
This week the teams at FSI, ICI, and Impact Shares are all hosting events...
MutualFundWire.com - Monday, September 24, 2018
10 Ways to Raise the Bar on Your Asset Management PR
Dan Sondhelm helps asset managers, mutual funds, ETFs, and wealth managers grow through sales, marketing, and public relations strategies...
MutualFundWire.com - Friday, September 21, 2018 - Reader Rating: 4
Fund Flows Fall 30 Percent, Proportionately
M* updates ETF and long-term, open-end mutual fund flows data for August 2018...
MutualFundWire.com - Thursday, September 20, 2018
Kraus Returns
The ousted AB chief is back, leading a new venture backed by another multinational insurer...
MutualFundWire.com - Thursday, September 20, 2018 Views
A Concentrated, Fundamental Shop Leads
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com - Wednesday, September 19, 2018
Don't Expect This Giant to Make Another Equities Push
Goldman Sachs' next CEO interviews the CEO of a familiar asset manager...
MutualFundWire.com - Wednesday, September 19, 2018
No, This Mutual Fund Titan Is NOT For Sale
A privately held industry giant is reportedly again shooting down merger inquiries...
MutualFundWire.com - Tuesday, September 18, 2018 Views
Bridge Builder's Lead Widens
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com - Monday, September 17, 2018
Week In Preview, September 17-23
Today the Expect Miracles team is hosting a new event in the Garden State...
MutualFundWire.com - Monday, September 17, 2018
At 79, an Ex-Fidelity Prez Dies
For the second time this summer, the Johnson family and their team are mourning a former Boston Behemoth bigwig...
MutualFundWire.com - Friday, September 14, 2018 Views
A Fundster Entrepreneur Anoints His First New Partner Tranche
The fast-growing, two-year-old boutique now has 10 shareholders in total and remains 95-percent employee-owned...
MutualFundWire.com - Monday, September 10, 2018
Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com - Monday, September 10, 2018
FAs Want Help With Growth, Efficiency and Tech
New research digs into how financial advisors' role is changing...
MutualFundWire.com - Friday, September 07, 2018 - Reader Rating: 5
A Fund Firm's Parent Quietly Goes Direct
The new service includes financial planning, insurance recommendations, and portfolios of ETFs...
MutualFundWire.com - Friday, September 07, 2018 Views
Putnam's Big Move Is Almost Here
Reynolds is moving the fund firm's Beantown HQ. Meanwhile, the firm will maintain a key office in Andover...
MutualFundWire.com - Thursday, September 06, 2018
The SEC Returns to Full Strength ... For Now
The Senate confirms a new commissioner, but there's still no official word on who will fill another seat that will be empty by the end of the year...
MutualFundWire.com - Thursday, September 06, 2018
Who Will Cover Mutual Funds For This Advisor Pub?
Meanwhile, a veteran mutual fund watcher goes freelance...
MutualFundWire.com - Tuesday, September 04, 2018
Are Asset Managers No Longer the Poor Relations?
An international paper ponders the rise of asset management execs within broader financial services firms...
MutualFundWire.com - Tuesday, September 04, 2018
Happy Labor Day!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com - Friday, August 31, 2018
NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com - Friday, August 31, 2018 Views - Reader Rating: 5
Pimco at the Fed, and the Next SEC Commish Approaches?
It's been a good week for Trump administration appointments connected to the asset management industry...
MutualFundWire.com - Thursday, August 30, 2018
A FolioDynamix Investment Exec Leaves Envestnet
The departure comes after Envestnet bought FolioDynamix at the beginning of the year..
MutualFundWire.com - Wednesday, August 29, 2018
Casady Raises $58.9MM
The former LPL chief has shifted into a different business ... with the support of asset managers, insurers, family offices, and individual financial services industry insiders...
MutualFundWire.com - Wednesday, August 29, 2018
Week In Preview, August 27-September 3
This week a Ladenburg Thalmann B-D is hosting its national conference...
MutualFundWire.com - Monday, August 27, 2018
23 Years In, Will Voters Keep This Nemesis to Fundsters?
A prominent state regulator faces a primary challenge on September 4, his first such challenge in more than a decade...
MutualFundWire.com - Friday, August 24, 2018
A 28-Year American Funds Vet Retires
The Nw York-based broker-dealer is moving on after nearly three decades with the company...
MutualFundWire.com - Tuesday, August 21, 2018 Views
After an ETF Shop Deal Collapsed, Backers Sued
An ETF entrepreneur is under legal fire over a marketing agreement between his fallen firm and a banking giant...
MutualFundWire.com - Tuesday, August 21, 2018 Views
Still On Top, Bridge Builder Slows
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com - Monday, August 20, 2018
A British Firm Brings In $221MM On This Side of the Pond
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com - Thursday, August 16, 2018 Views
ARK Wins July
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com - Wednesday, August 15, 2018
Flows Brighten, and Passive Titans Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for July 2018...
MutualFundWire.com - Monday, August 13, 2018
How T. Rowe Woos Talent
A local paper offers a glimpse into the courting tactics used by the Baltimore-based mutual fund giant...
MutualFundWire.com - Monday, August 13, 2018 Views
Catalyst Doesn't Lack in New Hires
Jerry Szilagyi makes three additions and one promotion to their team...
MutualFundWire.com - Wednesday, August 08, 2018
What IM Acquisitions Would Voya's Chief Hunt For?
Rod Martin and his top lieutenants talk about the firm's Q2 2018 results...
MutualFundWire.com - Wednesday, August 08, 2018
A $78.7B Shop's Distro Chief Plans Channel Diversification
Watch for a B-D's asset management team to push further into the DC I-O, institutional, insurance and RIA channels...
MutualFundWire.com - Tuesday, August 07, 2018 Views
Week In Preview, August 6-12
This week Tiburon is hosting an event and a Canadian multinational asset manager is reporting its Q2 earnings...
MutualFundWire.com - Monday, August 06, 2018
To the Legg Mason Team, "Everybody Is From Missouri"
The publicly traded multi-boutique asset manager's chief calls out the disconnect between the firm's stock price and its results...
MutualFundWire.com - Wednesday, August 01, 2018
There Can Be Only One ... Janus Henderson CEO
Last year two co-CEOs took over the freshly merged, multinational, publicly traded asset manager. Now a single chief is taking over...
MutualFundWire.com - Tuesday, July 31, 2018 Views
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 Views
Week In Preview, July 30-August 5
This week the teams at the Expect Miracles Foundation, LPL, and Tiburon are all hosting events...
MutualFundWire.com - Monday, July 30, 2018
Sapir Ropes an ETF Entrepreneur
A senior PowerShares vet joins the ProShares team...
MutualFundWire.com - Thursday, July 26, 2018
SSgA Banks On Bringing Hollywood to Mid-Caps
The ETF giant sponsors a new celebrity podcast to highlight companies in a particular fund...
MutualFundWire.com - Thursday, July 26, 2018
Senators Grill Trump's SEC Pick on Fiduciary Issues
Cryptocurrency, cybersecurity, enforcement, insider trading, subpoena power, and other issues also came up at the nominee's shared confirmation hearing yesterday morning...
MutualFundWire.com - Wednesday, July 25, 2018
Case of the Week: Deadline to Establish a SIMPLE IRA Plan
Jenny Kiffmeyer of the RLC offers FAs eligibility reminders about the retirement plan...
MutualFundWire.com - Tuesday, July 24, 2018
Week In Preview, July 23-29
This week several publicly traded asset managers are reporting their earnings...
MutualFundWire.com - Monday, July 23, 2018
Pound For Pound, a B-D Dominates Inflows
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com - Friday, July 20, 2018 Views
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