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News Stories Archives - Since 1998
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Will This Tech Tilt the Industry Even Further Towards the Titans?
A veteran mutual fund industry thinker predicts a coming investment revolution...
MutualFundWire.com -
Wednesday, June 13, 2018
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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A Roboadvisor Wins April, Proportionately
M* updates flows data for open-end mutual funds and ETFs...
MutualFundWire.com -
Tuesday, June 05, 2018
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Wealthfront's Flows Nearly Triple
M* updates open-end mutual fund and ETF flows data for April...
MutualFundWire.com -
Monday, June 04, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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A Liquid Alts Shop Roared In April
M* updates mutual fund and ETF flows data for April...
MutualFundWire.com -
Friday, June 01, 2018
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Reader Rating: 5
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Despite Slipping, an ETF Shop Keeps the Pole Position
M* updates mutual fund and ETF flows data for April...
MutualFundWire.com -
Thursday, May 31, 2018
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BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 22018...
MutualFundWire.com -
Wednesday, May 30, 2018
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Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com -
Tuesday, May 29, 2018
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Mansueto the Billionaire Real Estate Baron?
Word is that the Morningstar founder is about to pull the trigger on a nine-figure deal in Chi-Town...
MutualFundWire.com -
Friday, May 25, 2018
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Checking the Pulse of Your Funds' Flows Prospects
An investment research giant launches a new asset manager tool and kicks off a new research paper series by drilling down on what drives fund flows...
MutualFundWire.com -
Wednesday, May 23, 2018
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Pound For Pound, a Roboadvisor Won the March Fund Flows Race
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Friday, May 04, 2018
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And the March Fund Flows Victory Goes to ... a Roboadvisor?
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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Ark Takes the Lead
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Tuesday, May 01, 2018
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A 9-Year M* Vet Takes Over a Key Report
Yet his predecessor is staying on at Morningstar...
MutualFundWire.com -
Monday, April 30, 2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com -
Friday, April 27, 2018
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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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