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News Stories Archives - Since 1998
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Custodian Launches ETF Platform
The ETF platform has no transaction fees and gives its clients more flexibility.....
MutualFundWire.com -
Thursday, June 15, 2017
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A Royal Value Shop Celebrates a Crystal Anniversary
These funds were launched fifteen years ago next week.....
MutualFundWire.com -
Friday, June 09, 2017
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A 27-Year-Old Fixed Income Shop Is Looking For Wholesalers
A San Diego-based firm enters the intermediary market...
MutualFundWire.com -
Wednesday, May 31, 2017
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Will a Kraus-less AB Still Follow Kraus' Path?
The Axa-backed asset manager's new chief insists that he will stay the course...
MutualFundWire.com -
Thursday, May 18, 2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com -
Wednesday, May 17, 2017
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Follow the Fundsters - May 16, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, May 16, 2017
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After Adding Two Third-Party Strategists, Pershing Hunts For More
Yet don't expect the BNY Mellon subsidiary to become a supermarket of strategists. ..
MutualFundWire.com -
Wednesday, May 10, 2017
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M* Shares High Hopes For These Nine Managers
Two top Morningstar insiders highlight asset management "partners for the next decade" for advisors...
MutualFundWire.com -
Friday, April 28, 2017
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Fink Paints an Un-Pretty Picture of Asset Manager M&A
On stage at the M* conference, the BlackRock chief shares thoughts on the future of BlackRock, wealth and asset management, self-indexing, and more...
MutualFundWire.com -
Friday, April 28, 2017
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Flanagan Makes a $25B AUM ETF Deal Across the Pond
A private equity giant and five big banks agree to sell a European ETF shop to Invesco...
MutualFundWire.com -
Friday, April 28, 2017
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The New Fund Fuss - April 27, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, April 27, 2017
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M* Is Creating a New Asset Manager Marketplace
Kunal Kapoor gives advisors and fundster a glimpse of what the investment research giant is working on next...
MutualFundWire.com -
Wednesday, April 26, 2017
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M* and Rekenthaler vs Converted Hedge Funds
The columnist takes to task mutual funds that started out as hedge funds, and the investment research titan prepares to stop providing certain information about such mutual funds...
MutualFundWire.com -
Wednesday, April 26, 2017
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Dunham Swaps Subadvisors, But Sticks to Pay-for-Performance Fees
San-Diego based subadvised shop, Dunham & Associates, just replaced the subadvisor for its largest fund...
MutualFundWire.com -
Tuesday, April 25, 2017
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Eye for Earnings - April 24, 2017
The latest earnings releases are here!..
MutualFundWire.com -
Monday, April 24, 2017
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Week In Preview: Early M* in Chitown, Gemini in the Big Easy
And those are just two of the industry events scheduled for the next five days...
MutualFundWire.com -
Monday, April 24, 2017
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Getting to Know Mansueto's Successor
The new M* CEO talks to a local paper about taking over the company, being compared with an Indian movie star, and where he's going on his next six-week sabbatical...
MutualFundWire.com -
Friday, April 21, 2017
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Pimco Rockets Back, But Passive Titans Still Dominate
M* releases its latest monthly mutual fund flows report, and the fixed income giant brought in billions ... but two big indexers brought in tens of billions...
MutualFundWire.com -
Wednesday, April 19, 2017
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A Breath of Hope For the Other Fund Firms
An M* guru points out that, "for the first time in three years," Vanguard is not the entire net flows ball game...
MutualFundWire.com -
Tuesday, April 18, 2017
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ProShares Makes the First Move Away From This Platform
The ETF shop is the first to voluntarily removed itself from Schwab's NTF platform...
MutualFundWire.com -
Friday, April 07, 2017
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Ivascyn Regains One of Pimco's Old Crowns, With a Newer Fund
The "bond king" title once held by Bill Gross returns to his old shop ... but not for his old flagship mutual fund...
MutualFundWire.com -
Thursday, April 06, 2017
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Filings for Fundsters - April 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, April 03, 2017
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Previewing Tiburon and More in NYC, NICSA in Beantown
Chip Roame, Jim Fitzpatrick, and more will gather fundsters for events this week...
MutualFundWire.com -
Monday, April 03, 2017
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M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards
Last night's 24th annual Mutual Funds Industry Awards highlighted a slew of people making strides in the industry!..
MutualFundWire.com -
Friday, March 31, 2017
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Is Beating the Index Still Enough?
Outperforming funds still suffered net outflows last year. And for U.S. equity funds the three-year picture isn't much better...
MutualFundWire.com -
Friday, March 31, 2017
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Overlooked Five-Star Funds Gain a Voice
Heads up, boutiques. A focused investing publication is highlighting small but well-rated mutual funds...
MutualFundWire.com -
Thursday, March 23, 2017
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Reader Rating: 5
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The Richest Fundsters, 2017 Edition
Forbes updates its list of the world's billionaires. At least 10 U.S. fundsters, and several fundster-adjacent folks, make the cut...
MutualFundWire.com -
Tuesday, March 21, 2017
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A Maryland Shop Shoots For Distro Expansion
After three years of revamping his products, this mutual fund and ETF entrepreneur is looking to add wholesalers. And he has more funds in the hopper, too...
MutualFundWire.com -
Monday, March 20, 2017
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M* Is Doing What?
The rating agency's move to launch its own funds gets mixed reviews...
MutualFundWire.com -
Monday, March 20, 2017
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13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com -
Friday, March 17, 2017
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No More Pru? It's PGIM!
Prudential Investments will rebrand at the beginning of next month...
MutualFundWire.com -
Wednesday, March 15, 2017
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Look Out for This Model Portfolio Program Reaching 19,000 Advisors
This risk alignment tool is turning itself into a distribution platform for third-party strategists and asset managers...
MutualFundWire.com -
Wednesday, March 01, 2017
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Top Low-Cost Educational Resources for Fund Marketers
A veteran asset management industry ally gathers a list of publications, trade groups, and more...
MutualFundWire.com -
Tuesday, February 28, 2017
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Reader Rating: 5
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TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com -
Tuesday, February 21, 2017
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A Niche TAMP Seeks International ETFs
A factor investing-focused model portfolio shop looks to add new funds to its platform...
MutualFundWire.com -
Wednesday, February 08, 2017
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Reader Rating: 5
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Ops Fundsters Gather in Florida
NICSA is holding its annual SLF outside Miami...
MutualFundWire.com -
Monday, January 30, 2017
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Dodge & Cox, Fido, Harris, and T. Rowe Win Big
M* reveals the winners of its four manager of the year awards for 2016...
MutualFundWire.com -
Wednesday, January 25, 2017
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Even the WSJ Prefers Index Funds
Active management's PR problem is pervasive...
MutualFundWire.com -
Wednesday, January 25, 2017
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Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
One of the big three wirehouses is reportedly charging $50,000 or more per ETF shop for access to its horde of FAs...
MutualFundWire.com -
Tuesday, January 24, 2017
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Vanguard, BlackRock, and SSgA Won 2016
17 of the 46 biggest mutual fund shops brought in net inflows last year...
MutualFundWire.com -
Thursday, January 19, 2017
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71 Percent of Big Fund Firms Suffered in December
Only 13 of the 46 biggest mutual fund shops saw net inflows for the last month of 2016. The winners were the big indexers...
MutualFundWire.com -
Thursday, January 19, 2017
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And the 2016 Fund Manager of the Year Nominees Are...
Morningstar has released the 2016 U.S. Fund Manager of the Year awards nominees...
MutualFundWire.com -
Thursday, January 12, 2017
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Follow the Fundsters - January 11, 2017
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, January 11, 2017
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Prepare to Cross a Lot of Mutual Fund Ts
A new kind of share class is coming, in a big way. John Rekenthaler breaks it down for you...
MutualFundWire.com -
Friday, January 06, 2017
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Reader Rating: 5
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State Street Beat Out Vanguard in November
State Street tops Morningstar's November flows report...
MutualFundWire.com -
Tuesday, December 27, 2016
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How Do You Compete In the Age of Vanguard?
John Rekenthaler highlights three ideas for mutual fund firms looking to stand out from the pack...
MutualFundWire.com -
Tuesday, December 27, 2016
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Reader Rating: 1
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Net Fund Creation Is Almost Zero For 2016
It looks like fundsters are no longer creating more mutual funds than they destroy, except .....
MutualFundWire.com -
Friday, December 23, 2016
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How Do You Get Joe Mansueto to Invest In Your Startup?
BusinessInsider digs into the story of Morningstar's latest acquisition...
MutualFundWire.com -
Wednesday, December 21, 2016
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Where Are the Female Fundsters?
A recent report shows that women make up only 10 percent of U.S. fund managers...
MutualFundWire.com -
Tuesday, December 20, 2016
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Morgan Stanley Plans End-of-Year Fund Cuts
The wirehouse plans to make cuts to its fund offerings by January 1...
MutualFundWire.com -
Friday, December 16, 2016
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A Value PM Legend Retires
FPA confirms the retirement of Bob Rodriguez...
MutualFundWire.com -
Thursday, December 15, 2016
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Mutual Fund Milestones - December 8, 2016
A round-up of the mutual fund industry's latest accomplishments!..
MutualFundWire.com -
Thursday, December 08, 2016
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SEC Smites Pimco For $20MM Over BOND
The regulatory agency is Grossed out by what it describes as NAV screw-ups on the part of the fixed income giant...
MutualFundWire.com -
Friday, December 02, 2016
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PMs Ponder President Trump
More fundsters weigh in on the outcome of the 2016 U.S. presidential election...
MutualFundWire.com -
Wednesday, November 09, 2016
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People on the Move - November 7, 2016
Hirings, firings and the like!..
MutualFundWire.com -
Monday, November 07, 2016
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A Lone Star RIA Shutters Its Mutual Fund
The large growth fund will liquidate at the end of the week...
MutualFundWire.com -
Wednesday, November 02, 2016
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Eye for Earnings - October 24, 2016
The latest earnings releases are here!..
MutualFundWire.com -
Monday, October 24, 2016
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Faust Makes a $12.3B SRI Acquisition
Updated | Boston-based Eaton Vance is buying an insurer's mutual fund shop...
MutualFundWire.com -
Friday, October 21, 2016
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The New Fund Fuss - October 20, 2016
A listing all of the funds making their grand debut!
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MutualFundWire.com -
Thursday, October 20, 2016
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MFEA STARs Gather in Chitown as MMIers Gather in Beantown
The fundster marketing trade group is hosting a conference and its annual awards dinner today, while the managed accounts trade group is hosting its fall conference in Boston...
MutualFundWire.com -
Tuesday, October 18, 2016
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WSJ Applauds a One-Star Deep Value Fund
A Virginia shop's flagship mutual fund may not have a hot rating, but it came out on top of the paper's latest Winners' Circle survey of actively managed stock mutual funds...
MutualFundWire.com -
Wednesday, October 12, 2016
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Clark and Vanguard Lead the ETF Strategist Pack
M* releases its Q2 2016 report on 151 firms running 787 strategies out of ETFs...
MutualFundWire.com -
Tuesday, October 11, 2016
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The New Fund Fuss - October 10, 2016
A listing all of the funds making their grand debut!..
MutualFundWire.com -
Monday, October 10, 2016
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Last Month a Four-Star Low Vol Fund Shut Down
A 28-year-old mutual fund shop liquidated its younger fund in September...
MutualFundWire.com -
Monday, October 10, 2016
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In SoCal, a Liquid Alts Vet Adopts His Way Back Into the Mutual Fund Biz
A startup takes over a five-year-old, five-star fund. Watch for them to do more deals...
MutualFundWire.com -
Friday, October 07, 2016
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Bathon Gathers Fundsters For His Third FUSE Forum
The industry consulting shop's third annual client conference takes place today in Beantown...
MutualFundWire.com -
Thursday, October 06, 2016
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Reader Rating: 5
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A $17B Subadvised Fund Family Will Liquidate This Month
A retirement plan recordkeeper is preparing to shut down its proprietary mutual fund business...
MutualFundWire.com -
Monday, October 03, 2016
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A Nine-Year-Old Shop Shutters Its Mutual Fund
The fund came to market eight years ago...
MutualFundWire.com -
Monday, September 26, 2016
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Equity Shop Acquisitions On the Brain
A West Coast mutual fund shop's chief just closed his eighth deal, and he's still on the hunt...
MutualFundWire.com -
Friday, September 23, 2016
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Needles Makes American Beacon's 2nd Deal Ever
Updated | Just two months after buying into an ETF shop, the subadvised mutual fund shop unveils a deal to buy a quant shop...
MutualFundWire.com -
Monday, September 19, 2016
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Big ETF Shops and Lord Abbett Shined in August
Last month both active outflows and passive inflows slowed but didn't stop. And of course you know who is still on top, for 11 months and counting...
MutualFundWire.com -
Friday, September 16, 2016
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M* Brings MFs and ETFs Under One Big Ratings Tent
No longer will the mutual fund ratings giant treat ETFs as apples and traditional open-end mutual funds as oranges...
MutualFundWire.com -
Friday, September 09, 2016
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Who Will Lead Intermediary Distro For This $406B Asset Manager?
Word is that this asset manager's global head of intermediary distribution is going to hire a chief for a newly created role this side of the pond...
MutualFundWire.com -
Thursday, September 08, 2016
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People on the Move - September 7, 2016
Hirings, Firings, and the like!..
MutualFundWire.com -
Wednesday, September 07, 2016
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Mansueto Passes the Torch
Updated | The M* founder names a new CEO but stays on as executive chairman...
MutualFundWire.com -
Tuesday, September 06, 2016
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Is This Midwestern Mutual Fund Shop Stepping Back?
This month the fund firm will liquidate its first mutual fund, after shuttering four others in August...
MutualFundWire.com -
Tuesday, September 06, 2016
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A Midwestern Mutual Fund Entrepreneur Dies at 85
His son has taken his place leading the 49-year-old firm...
MutualFundWire.com -
Tuesday, August 30, 2016
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Can Pershing and Lockwood Kickstart FAs' Offerings For Smaller Investors?
With the DoL's fiduciary reg looming, the clearing and custody giant's affiliate unveils new ETF-based portfolios that B-Ds' and RIAs' advisors can use for balances as small as $10,000...
MutualFundWire.com -
Tuesday, August 30, 2016
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Four Firms Dominated July Inflows
Vanguard was not the only big winner last month, per M*'s latest monthly flows estimate...
MutualFundWire.com -
Monday, August 15, 2016
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A 16-Year Natixis-Affiliated PM Dies
The real-estate-investing veteran had PMed a mutual fund for the past decade...
MutualFundWire.com -
Friday, August 12, 2016
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Bill Miller and Legg Mason Part Ways
Updated | The famed value investor is buying the publicly-traded asset manager's stake in his boutique...
MutualFundWire.com -
Thursday, August 11, 2016
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After 29 Years and $222MM, a Midwestern Mutual Fund Shop Exits
This RIA will liquidate its four mutual funds by the end of Q1 2017...
MutualFundWire.com -
Tuesday, August 09, 2016
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The Billion-Dollar Share Class
Yes, you read that right. A mutual fund shop has created a share class with ten-figure minimum investment...
MutualFundWire.com -
Tuesday, August 09, 2016
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Four of This Family's Five Funds Are Being Scuttled
The four shuttering funds launched in late 2013...
MutualFundWire.com -
Wednesday, August 03, 2016
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Where Is the ETF Industry Headed?
Barron's, ETF.com and the FT dig into big changes in the exchange-traded fund business...
MutualFundWire.com -
Tuesday, August 02, 2016
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Is BlackRock Moving?
Larry Fink's team is reportedly looking at three locations for possibly moving their HQ...
MutualFundWire.com -
Friday, July 29, 2016
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A Chitown Shop Steps Into a Gotham Fund Firm's Shoes
Three mutual funds are moving and changing names, and one of those funds is changing PMs, too...
MutualFundWire.com -
Wednesday, July 27, 2016
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Reader Rating: 5
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People on the Move -- July 27, 2016
The latest major hires and promotions in the industry!..
MutualFundWire.com -
Wednesday, July 27, 2016
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MFWire Introduces...Eye for Earnings!
Discover the latest company-announced earnings in the industry!..
MutualFundWire.com -
Tuesday, July 26, 2016
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A $75B Canadian Asset Manager Buys a Fifth U.S. Shop
The firm being acquired is an alternative asset manager that also powers a mutual fund...
MutualFundWire.com -
Monday, July 25, 2016
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A $3B NYC RIA With a Fund Arm Sells
A 174-year-old bank in New England buys a $3B Gotham quant shop...
MutualFundWire.com -
Thursday, July 21, 2016
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Pondering Columbia Threadneedle's Multiboutique Feel
M* digs into the culture of Ameriprise's asset management arm...
MutualFundWire.com -
Wednesday, July 20, 2016
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Only One Category of Active Funds Won In June
M* releases its monthly fund flows data for June 2016...
MutualFundWire.com -
Tuesday, July 19, 2016
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Mansueto Prefers Commitment to Committees
Inc. sits down for a chat with the M* founder and CEO...
MutualFundWire.com -
Friday, July 15, 2016
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Fundsters Embrace Meta Smart Beta
Barron's highlights the rise of the next generation of strategic beta ETFs...
MutualFundWire.com -
Tuesday, July 12, 2016
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This Private Equity Shop Is Still Looking For the Perfect Match For Mutual Fund Distro
A Connecticut-based firm is gearing up to hit its three-year track records on its two mutual funds...
MutualFundWire.com -
Thursday, June 23, 2016
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Does Invesco Check All the Right Boxes?
A Jefferies analyst smiles on the publicly-traded asset manager...
MutualFundWire.com -
Tuesday, June 21, 2016
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A Top Voice For M* Moves On
Morningstar's head of corporate communications left last month to join an agency. Meanwhile, one of the two partners at that agency is returning to reporting on the business...
MutualFundWire.com -
Friday, June 17, 2016
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Reader Rating: 5
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Three Fund Firms Brought In More than $2B Each In May
Morningstar releases its monthly mutual fund flows report for May 2016...
MutualFundWire.com -
Friday, June 17, 2016
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GMO and Pimco Slim Down
The two asset managers are reportedly cutting more than 60 jobs each...
MutualFundWire.com -
Friday, June 17, 2016
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