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News Stories Archives - Since 1998
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UBS Led This Pack As Vanguard Retook Another Crown
M* issues its Q4 2017 report on ETF strategists. The ETF providers are dominating inflows...
MutualFundWire.com -
Friday, April 20, 2018
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A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com -
Wednesday, April 18, 2018
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The 401k Industry Takes Nashville
More than 2,200 defined contribution industry insiders, including more than 1,100 FAs, have converged on Music City...
MutualFundWire.com -
Monday, April 16, 2018
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Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com -
Monday, April 09, 2018
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As Flows Slowed, This Multi-Manager Fund Family Won, Proportionately,
M* updates Morningstar Direct data on mutual fund and ETF flows in February...
MutualFundWire.com -
Wednesday, April 04, 2018
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In Defense of M*'s Stars, Take 42
Don Phillips compares the investment research giant's ubiquitous, 33-year-old ratings system to the grades students receive in school...
MutualFundWire.com -
Tuesday, April 03, 2018
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A Famed Economist's Fund Led the Pack in February
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Monday, April 02, 2018
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Two Niche ETF Shops Lead the Small Firm Pack
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Thursday, March 29, 2018
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An Insurer Won the February Midsize Fund Firm Race
M* updates flows data for mutual fund and ETF flows from last month...
MutualFundWire.com -
Wednesday, March 28, 2018
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Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com -
Tuesday, March 27, 2018
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Meet the Latest Fund Evaluation Complexities: LUP and LOP
M* has thrown yet another potential wrench into the way investors and FAs evaluate actively managed mutual funds and other investment products. Expect questions!..
MutualFundWire.com -
Tuesday, March 27, 2018
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An FA Software Shop Doubles Its Asset Manager Ally List
Watch for more than a dozen more asset managers to team up with the Chi-Town firm in the coming months...
MutualFundWire.com -
Monday, March 26, 2018
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2018's Richest Fundsters Are ...
A number of asset management (and asset-management-adjacent) industry insiders made it onto the latest annual edition of a famous list of the world's richest people...
MutualFundWire.com -
Friday, March 09, 2018
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Machine Learning Comes to Fund Ratings
M* chief Kunal Kapoor and his team add a third leg to their mutual fund ratings system...
MutualFundWire.com -
Wednesday, March 07, 2018
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Reuters Attacks a $224B Fidelity Product Suite
The news service takes the Boston Behemoth to task over performance woes, strategy changes, and risk. The article provides a case-in-point of the catch 22 that active managers often find themselves in when it comes to performance...
MutualFundWire.com -
Tuesday, March 06, 2018
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Two Single-Fund ETF Shops Won January, Proportionately
M* updates Morningstar Direct data on mutual fund and ETF flows in January...
MutualFundWire.com -
Friday, March 02, 2018
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An ETF-In-a-Box Shop Wins January
M* updates Morningstar Direct with the latest monthly fund flows data...
MutualFundWire.com -
Thursday, March 01, 2018
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Clark Navigates Big Fund Flows
M* updates Morningstar Direct to include mutual fund and ETF flows for January 2018...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 1
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ProShares Takes the Midsize Lead
M* updates Morningstar Direct data for January 2018...
MutualFundWire.com -
Tuesday, February 27, 2018
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Despite a Shift, Passive Titans Still Dominated January Flows
Yet industrywide active fund flows started off the new year by swinging positive for the month...
MutualFundWire.com -
Monday, February 26, 2018
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Week In Preview, February 26 - March 4
The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week...
MutualFundWire.com -
Monday, February 26, 2018
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Flanagan Consolidates Invesco's Brands
The publicly traded, multinational asset manager's chief is streamlining the image that the company shows to the world...
MutualFundWire.com -
Thursday, February 22, 2018
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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
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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
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SSgA Won December, Proportionately
M* Direct updates mutual fund and ETF flows data for December 2017...
MutualFundWire.com -
Monday, February 05, 2018
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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
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Reader Rating: 1
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Week In Preview, February 5-11
Joel Bruckenstein, MMI, and Pageant are all hosting events this week...
MutualFundWire.com -
Monday, February 05, 2018
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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
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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
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An American Beacon Ally Crushes It
M* Direct updates mutual fund and ETF flows data for December 2017...
MutualFundWire.com -
Wednesday, January 31, 2018
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Global X's Lead Shrinks
M* Direct updates mutual fund flows data for December 2017...
MutualFundWire.com -
Tuesday, January 30, 2018
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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
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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
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Bridge Builder Dominated 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com -
Monday, January 29, 2018
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Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com -
Thursday, January 25, 2018
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SSgA Had a Great December
M* releases its monthly fund flows report...
MutualFundWire.com -
Thursday, January 25, 2018
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And the 2017 Fund Manager of the Year Winners Are ...
Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town...
MutualFundWire.com -
Wednesday, January 24, 2018
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TD's Fava Hunts For More Model Managers
Eight managers already offer models through the new TD Ameritrade Institutional Platform..
MutualFundWire.com -
Friday, January 19, 2018
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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
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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
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Not Every Fund's Fee Can Be Below Average
Does all this talk about low-cost mutual fund fees ever make you think of the fictional Lake Wobegon?..
MutualFundWire.com -
Tuesday, January 09, 2018
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BlackRock Leads the ETF Strategist Pack in Q3 Growth
BlackRock dominated ETF strategist growth in the third quarter and has surpassed Windhaven in asset size. ..
MutualFundWire.com -
Monday, January 08, 2018
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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
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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
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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
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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
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Even Vanguard and BlackRock Slowed Down a Bit
November was a quieter inflows month, except for money market funds...
MutualFundWire.com -
Thursday, December 21, 2017
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This MF Startup Aims For 50 People By the End of 2018
A year and a half in, they now work with $10 billion in AUM, including about $1 billion in mutual fund AUM...
MutualFundWire.com -
Monday, December 18, 2017
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A New Entrant Leads the Under $1B AUM Pack
MFWire digs into mutual fund flows estimates from M*...
MutualFundWire.com -
Thursday, November 30, 2017
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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
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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
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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
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Alexa, Why Don't Fundsters Love You?
The asset and wealth management industry seems to be largely missing out on Amazon's popular "intelligent personal assistant."..
MutualFundWire.com -
Friday, November 24, 2017
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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
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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
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WSJ vs M*'s Stars, Round 3
The most prominent business paper in the U.S. again takes on the investment research titan's mutual fund ratings system, this time in an expose-length feature. Yet unanswered questions remain...
MutualFundWire.com -
Thursday, October 26, 2017
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Reader Rating: 3
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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
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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
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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
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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
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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
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At $16B, the Richest Fundster Is ...
Forbes releases its latest "Forbes 400" list, which includes a number of fundsters and fundster-adjacent billionaires...
MutualFundWire.com -
Wednesday, October 18, 2017
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Reader Rating: 5
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TD's NTF ETF Platform Expands, Minus a Giant
The online brokerage and RIA custodian is nearly tripling the number of ETFs available through its commission-free platform. Yet one of the big three ETF shops is no longer a part of the program...
MutualFundWire.com -
Tuesday, October 17, 2017
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Week In Preview, October 16-22
Fall conference season continues this week...
MutualFundWire.com -
Monday, October 16, 2017
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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
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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
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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
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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
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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
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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
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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
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Only One Active Shop Passed $1B in Inflows in August
M* releases its monthly mutual fund flows data...
MutualFundWire.com -
Tuesday, September 26, 2017
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When It Comes to the Fantastic, Cap Group and Vanguard Dominate
M* recognizes 43 exceptional mutual funds, and more than half of them come from just two giants...
MutualFundWire.com -
Tuesday, September 19, 2017
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Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com -
Monday, September 18, 2017
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As Passive Dominates, There's Another Asset Shift Going On
M* digs into another mutual fund industry trend that has implications for all the active managers out there...
MutualFundWire.com -
Thursday, September 14, 2017
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Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com -
Tuesday, September 05, 2017
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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
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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
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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
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American Century Preps a Pair of Acquisitions
Jonathan Thomas tells a trade pub that the Midwestern asset manager is about to seal a debt deal to finance purchasing a quantitative equity shop and a fixed income shop...
MutualFundWire.com -
Tuesday, August 22, 2017
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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
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Is Flanagan About to Make His 2nd Big Buy of 2017?
Invesco is reportedly in talks to acquire another ETF shop, this time on this side of the pond...
MutualFundWire.com -
Thursday, August 03, 2017
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New Fund Fuss - July 27, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, July 27, 2017
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ETC, Chiron, and KraneShares Go Up Once Again!
An analysis of the under $1B fund flow data for June 2017...
MutualFundWire.com -
Tuesday, July 25, 2017
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USCF and Edgewood Had a Fantastic June!
An analysis of $1B to $10B AUM fund flow data for June 2017...
MutualFundWire.com -
Monday, July 24, 2017
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Guggenheim and Bridge Builder Are On a Roll!
An analysis of $10B to $100B AUM fund flow data for June 2017...
MutualFundWire.com -
Friday, July 21, 2017
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New Fund Fuss - July 21, 2017
The latest news on funds!..
MutualFundWire.com -
Friday, July 21, 2017
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Vanguard and BlackRock Stay on Top While SSgA's Flow Woe Reverses
M* releases fund flow data for June 2017...
MutualFundWire.com -
Thursday, July 20, 2017
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The $4.4T Man Exits As the Good Times Keep Rolling
Over the past nine years, under Bill McNabb's leadership, Vanguard has more than tripled in size and become the "most dominant fund company in history."..
MutualFundWire.com -
Friday, July 14, 2017
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Reader Rating: 4
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New Fund Fuss - July 13, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, July 13, 2017
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KraneShares, Bogle, and Amplify Are On The Rise!
Here's a look at May 2017 fund flows for firms with below $1B Mutual fund AUM...
MutualFundWire.com -
Wednesday, July 12, 2017
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Follow the Fundsters - July 11, 2017
The latest hires, fires, and more!..
MutualFundWire.com -
Tuesday, July 11, 2017
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ETF Titans Dominated ETF Strategist Growth in Q1
Here's a look at first quarter asset growths within the ETF managed portfolio landscape!..
MutualFundWire.com -
Monday, July 10, 2017
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Nine Shops Add ETFs to OneSource
15 more ETFs will now be available on Schwab's NTF ETF platform...
MutualFundWire.com -
Monday, July 10, 2017
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Reader Rating: 3
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Ivy, Oakmark, and First Trust Had a Big May
Here's a look at May 2017 fund flows for firms with between $10B and $100B in mutual fund AUM...
MutualFundWire.com -
Thursday, July 06, 2017
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GlobalX, Angel Oak, and IndexIQ Climb the Ranks!
Here's a look at May 2017 fund flows for firms with between $1B and $10B mutual fund AUM...
MutualFundWire.com -
Wednesday, July 05, 2017
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The Myth of Indexing
As Burton Malkiel himself lends his weight to a new smart beta player, it's worth remembering that investors aren't really passive, even when they own index funds...
MutualFundWire.com -
Friday, June 30, 2017
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Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
M* release fund flow data for May 2017...
MutualFundWire.com -
Thursday, June 29, 2017
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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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Reader Rating: 3
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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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