|
News Stories Archives - Since 1998
|
A 100-Year-Old AM Transforms a $146MM-AUM Fund
The Gotham arm of a Swiss multinational is launching a traditional mutual fund to replace a longstanding private fund...
MutualFundWire.com -
Thursday, April 25, 2024
-
Reader Rating: 5
|
An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
|
Week In Preview, April 22 - April 28
This week, the teams at AllianceBernstein, Artisan, IDC, IMDDA, IMEA, Invesco, MFDF, MMI, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, April 22, 2024
|
A $204B-AUM AM Will Triple This Lineup
A Southland asset manager's team is preparing to add two more ETFs and convert four traditional mutual funds...
MutualFundWire.com -
Thursday, April 18, 2024
|
What Would a Victory-Amundi Combo Look Like?
The proposed deal would boost the multi-boutique asset manage to $279 billion in AUM, more than $1.2 billion in annual revenue, and about $400 million in adjusted net income. And that's before cost synergies...
MutualFundWire.com -
Tuesday, April 16, 2024
|
Brown Preps a $104B-AUM Addition to Victory
The proposed deal would also bring the publicly traded multi-boutique a new strategic partner across the pond...
MutualFundWire.com -
Tuesday, April 16, 2024
|
A Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 2024
|
Week In Preview, April 15 - April 21
This week, the teams at ETF.com, IDC, IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, April 15, 2024
|
Three Titans Add a Combined $2.658T In AUM
At least two of the firms' assets under management reached record levels at the end of the first quarter of 2024...
MutualFundWire.com -
Friday, April 12, 2024
|
A $139B-AUM Japanese AM Will Power an Active ETF In the U.S.
A Hong Kong asset manager's U.S. arm is teaming up to launch a fourth exchange-traded fund...
MutualFundWire.com -
Thursday, April 11, 2024
|
At a $5B-AUM AM, Luciano Leads an Expanded, Relocated Branch
The move more doubles the office's size, both in space and headcount. It will now account for nearly 20 percent of the Empire State firm's overall team...
MutualFundWire.com -
Thursday, April 11, 2024
|
A $16.6B-AUM Firm Streams Into the ETF Space, And ...
The team at a publicly traded firm in the Lone Star State is rolling out their first exchange-traded fund and prepping their second...
MutualFundWire.com -
Wednesday, April 10, 2024
|
Fundster Headcount May Trend "Much Lower In Medium to Long-Term"
A consulting firm expects operations and back office teams to be hit especially hard by the coming shrinkage...
MutualFundWire.com -
Wednesday, April 10, 2024
|
A $7.7B-AUM AM Enters the ETF Biz
The team at a boutique fixed income asset manager in the Midwest is rolling out their first ETF, and it is actively managed...
MutualFundWire.com -
Tuesday, April 9, 2024
-
Reader Rating: 5
|
A Constitution State MMF Surpasses $5B
The team at a 48-year-old asset manager are celebrating a big milestone for their sole money market fund...
MutualFundWire.com -
Tuesday, April 9, 2024
|
After 37 Years, a Fund Firm's RIA Channel Founder Exits
The executive held a variety of leadership roles at a recently acquired Beantown fund firm...
MutualFundWire.com -
Monday, April 8, 2024
|
Week In Preview, April 8 - April 14
This week, the teams at FRA, IMDDA, MFDF, and WE will host events, and several firms in the mutual fund business will release earnings reports...
MutualFundWire.com -
Monday, April 8, 2024
|
Teaming Up, an El-Erian-Backed Shop Powers a New MF
The folks at an institutional manager near NYC are helping launch a bond mutual fund focused on emerging markets...
MutualFundWire.com -
Friday, April 5, 2024
|
In NYC, a $599MM-AUMA Team Adds ETF #3
Like their first two ETFs, the teams' new offering is an actively managed, thematic fund...
MutualFundWire.com -
Thursday, April 4, 2024
|
A $65B-AUM AM's Team Winds Down a 6-Year-Old ETF
The passively managed bond fund is expected to liquidate in a month...
MutualFundWire.com -
Thursday, April 4, 2024
|
ProShares Adds 2 More Bitcoin ETFs, With Twists
The team at the $70-billion-AUM fund fim is rolling out a pair of two funds offered magnified returns based on how the cryptocurrency fares...
MutualFundWire.com -
Wednesday, April 3, 2024
|
Three of the Top Workplaces For Fundsters In 2024
The teams at a national newspaper and a workplace culture research specialist recognize hundreds of employers in a variety of industries across the country...
MutualFundWire.com -
Wednesday, April 3, 2024
|
A $92.5B-AUM Firm Adds 2 to a 6-Fund Suite
The team at a Gotham fund firm is expanding a 12-year-old suite that now accounts for about 17 percent of the firm's total AUM...
MutualFundWire.com -
Tuesday, April 2, 2024
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Monday, April 1, 2024
-
Reader Rating: 5
|
Happy Easter Weekend!
MFWire will be closed tomorrow in observance of the Good Friday market holiday...
MutualFundWire.com -
Thursday, March 28, 2024
|
$1B In 14 Months, Then $2B In 3 Weeks
A leveraged single stock ETF hit two AUM milestones this month...
MutualFundWire.com -
Thursday, March 28, 2024
|
An Ultra Short Term Fund Turns 20
Within a publicly traded company's asset management arm, an $8.4-billion-AUM team is celebrating a big milestone for one of their mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
|
Pacer Raises a 10th Cash Cow
A Keystone State fund firm's team unveils another new ETF...
MutualFundWire.com -
Tuesday, March 26, 2024
|
The Open-End Mutual Fund Biz Turns 100
Last week was the 100th birthday of the United States' first open-end mutual fund...
MutualFundWire.com -
Monday, March 25, 2024
|
A SoCal Quant Makes His 2nd ETF Splash
A family-office-veteran-turned-asset-management-entrepreneur teams up with an ETF-in-a-box shop...
MutualFundWire.com -
Friday, March 22, 2024
|
Stock Fund Inflows Rise By $12.9B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 22, 2024
|
A Crypto-Focused Firm Leads With $949MM
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 21, 2024
|
WisdomTree Builds 2 Complements to a $17B Fund
The two new funds and the existing fund are all passively managed and have the same expense ratios...
MutualFundWire.com -
Monday, March 18, 2024
|
Week In Preview, March 18 - March 24
This week, the teams at ICI and IMEA are hosting events...
MutualFundWire.com -
Monday, March 18, 2024
|
Pre-Deal, a Southeastern AM Debuts Its 4th ETP
The new fund launched on February 21, and the deal closed this week...
MutualFundWire.com -
Friday, March 15, 2024
|
After a Deal and 2 MFs, a Gotham AM Reaches $10B
The team at an institutional asset manager trumpets a 40-percent AUM rise since 2021...
MutualFundWire.com -
Friday, March 15, 2024
|
IR+M Teams With a CA ETF Shop
The institutional asset manager will help power a new fund that debuted today...
MutualFundWire.com -
Thursday, March 14, 2024
|
In 19 Months, This Flagship Surpasses $3B
Its 10-fund series now has $4.24 billion in AUM in total...
MutualFundWire.com -
Thursday, March 14, 2024
|
A 6-Year-Old Gotham Firm Adds 2 0DTE ETFs
The actively managed funds went live last week and are powered by coverage call strategies...
MutualFundWire.com -
Wednesday, March 13, 2024
|
A Principal Owner Prepares to Retire From a $13.4B-AUM Firm
The C-suiter has already worked with the boutique for about 22 years. His transition is scheduled for next spring...
MutualFundWire.com -
Wednesday, March 13, 2024
|
A 13-Year-Old Texas Shop Enters the ETF Biz
The move comes less than four years after the firm's mutual fund debuted...
MutualFundWire.com -
Tuesday, March 12, 2024
|
Five of 2024's Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com -
Tuesday, March 12, 2024
|
Harbor Doubles Down With an ETF Ally of 18 Months
The teams at the two firms are launching another fund together...
MutualFundWire.com -
Monday, March 11, 2024
|
A Gotham AM Adds 2 Magnificent 7 ETFs, And ...
The team at the $38.1-billion-AUM asset manager is also preparing to roll out a third ETF focused on the same stocks...
MutualFundWire.com -
Friday, March 8, 2024
|
Defiance, Tidal, and Zega Partner For a 5th ETF, And ...
The folks at the three firms also appear to be prepping two additional ETFs similar to today's new offering...
MutualFundWire.com -
Thursday, March 7, 2024
|
4 Months In, a New Suite Reaches $545MM
The seven funds are powered by a pair of Connecticut allies...
MutualFundWire.com -
Thursday, March 7, 2024
|
Teaming Up In NJ, Simplify Goes International
The folks at the $3.7-billion-AUM asset manager are expanding their lineup of active ETFs...
MutualFundWire.com -
Wednesday, March 6, 2024
|
After 22 Years, an SVP Leaves M*, And ...
The departing executive is joining a Chi-Town ally to RIAs...
MutualFundWire.com -
Tuesday, March 5, 2024
|
A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
|
In April, a $716B-AUM AM Will Wind Down an ETF
The $14-million fund debuted less than five years ago...
MutualFundWire.com -
Friday, March 1, 2024
|
Who Will Take Over the Low-Cost Leviathan?
A 20,000-employee mutual fund titan's chief is preparing to say goodbye, and a key lieutenant is on the rise...
MutualFundWire.com -
Thursday, February 29, 2024
|
Size Matters When Seeding ETFs
The folks at a research ally to fundsters offer new data highlight the differing fates of funds launched with different amounts of starting capital...
MutualFundWire.com -
Thursday, February 29, 2024
-
Reader Rating: 5
|
Near Tampa, a 26-Year Franklin Templeton Vet Exits
The departing sales vet first joined Franklin Templeton in 1997...
MutualFundWire.com -
Thursday, February 22, 2024
|
With 15 Strategies, an ETF Shop Surpasses $2B
Updated | A Big Apple startup's team celebrates a big milestone...
MutualFundWire.com -
Wednesday, February 21, 2024
|
Happy Presidents' Day Weekend!
MFWire will be closed on Monday in observance of the Washington's Birthday market holiday...
MutualFundWire.com -
Friday, February 16, 2024
|
Calamos Combos Bonds With Options On Stocks
The team at a Chi-Town area fund firm is rolling out their fourth ETF...
MutualFundWire.com -
Thursday, February 15, 2024
|
11 Years In, a Cali AM's Chief Passes the Reins
Yet the 29-year company veteran is not saying goodbye to the fund firm just yet...
MutualFundWire.com -
Thursday, February 15, 2024
|
A 27-Year Old AM Offers a Bet On EMs, Sans China
The team at $38.1-billion-AUM fund firm is expanding their lineup of leveraged index ETFs...
MutualFundWire.com -
Tuesday, February 13, 2024
|
Fido's Earnings Rise to $8.5B
The Boston Behemoth's operating income climbed six percent last year. The mutual fund titan's revenue, expenses, AUA, AUM, and net inflows all jumped, too...
MutualFundWire.com -
Tuesday, February 13, 2024
|
Week In Preview, February 12 - February 19
This week, the teams at IDC, MFDF, Nicsa, VettaFi, and WE are hosting events...
MutualFundWire.com -
Monday, February 12, 2024
|
After 38 Years, a Russell C-Suiter Retires
The departing executive's successor, an 18-year company veteran, is based across the pond...
MutualFundWire.com -
Friday, February 9, 2024
|
With a New Ally, a Subadvised Firm Targets Munis
Updated | An insurer's mutual fund team is partnering up to power a trio of new offerings...
MutualFundWire.com -
Thursday, February 8, 2024
|
Man Will Power a U.S. Firm's 2nd ETF
A subsidiary of the British asset manager will subadvise the new offering for an American multiboutique...
MutualFundWire.com -
Wednesday, February 7, 2024
|
A $573B-AUM AM Is Phasing Out Multiple Brands
A publicly traded, multinational asset manager's team is preparing to consolidate their U.S. branding...
MutualFundWire.com -
Wednesday, February 7, 2024
|
A $1.6T-AUM AM's Equity Investing Chief Exits
The executive spent 27 years at the firm...
MutualFundWire.com -
Tuesday, February 6, 2024
|
A Cali Fund Firm Turns 35
The now-publicly-traded asset manager entered the mutual fund space in 1996...
MutualFundWire.com -
Tuesday, February 6, 2024
|
A Boston Firm's Three-Year-Old Market Neutral Fund Will Shutter Soon
The fund was the ETF strategist's first foray into the mutual fund space...
MutualFundWire.com -
Monday, February 5, 2024
|
A $100B-AUM AM Adds a Quality Growth Duo
The two new, passively managed ETFs debuted last week on the Nasdaq...
MutualFundWire.com -
Friday, February 2, 2024
|
Two Months In, a Florida AM Tweaks a Fund's Brand
The passively managed ETF now has $2.53 million in AUM...
MutualFundWire.com -
Thursday, February 1, 2024
|
An AZ Fund Firm Moves Down the Street
The asset manager's new HQ will open next week and could accommodate up to 30 or 40 people...
MutualFundWire.com -
Thursday, February 1, 2024
|
Defiance Teams With Tidal and Zega For a 4th Launch
The roll out comes after the trio partnered on three new offerings last fall...
MutualFundWire.com -
Wednesday, January 31, 2024
|
A $2T-AUM Firm's Money Fund Team Has a Golden Celebration
Sunday would have been the 50th birthday of the asset manager's first money market fund...
MutualFundWire.com -
Wednesday, January 31, 2024
|
A Midwestern ETF Shop Seals a $3.7B-AUM Mass Adoption
The 14-fund deal boosts the acquirer to $9.1 billion in AUM and 31 ETFs in total...
MutualFundWire.com -
Tuesday, January 30, 2024
|
3 Years In, a Startup Adds 3 Corporate Bond ETFs
The West Coast fund firm's team now offers 23 ETFs in total...
MutualFundWire.com -
Monday, January 29, 2024
|
Week In Preview, January 29 - February 4
This week, the MFDF team will host an event, and several publicly traded asset managers will release earnings reports...
MutualFundWire.com -
Monday, January 29, 2024
|
A Philly Area Firm Leads With $1.1B
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 25, 2024
|
Near Gotham, an AM Combines Futures With 60-40
A new fund will include both a managed futures sleeve and a balanced fund sleeve...
MutualFundWire.com -
Tuesday, January 23, 2024
|
A European AM Will Buy a $173MM-AUM U.S. Trio
The deal involves one of the first spot Bitcoin ETPs on this side of the pond...
MutualFundWire.com -
Tuesday, January 23, 2024
|
A 33-Year-Old AM Adds 2 ETFs
The $9.3-billion-AUM active asset manager now offers a dozen ETFs in total, plus traditional mutual funds...
MutualFundWire.com -
Friday, January 19, 2024
|
A CT Duo Add Three Single-Stock ETFs, And ...
They're planning three more complementary funds, too. The launch follows a quartet of launches last fall...
MutualFundWire.com -
Thursday, January 18, 2024
|
50 Years, $560B In AUM
The team at a publicly traded asset manager celebrates an anniversary...
MutualFundWire.com -
Thursday, January 18, 2024
|
A $4B-AUM ETF Shop Starts a Corp Credit Series
A multi-boutique's team rolls out the first three ETFs in a new series. Watch for them to add seven more ETFs to the new offering...
MutualFundWire.com -
Wednesday, January 17, 2024
|
A $35.5B-AUM AM Adds an ETF-of-CEFs
The new fund is the Midwestern firm's 3rd ETF...
MutualFundWire.com -
Tuesday, January 16, 2024
|
Week In Preview, January 16 - January 21
This week, the teams at Charles Schwab, IMDDA, and WE are hosting events...
MutualFundWire.com -
Tuesday, January 16, 2024
|
100 Weeks of Outflows and Counting
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, January 12, 2024
|
Happy MLK Jr Day Weekend!
MFWire will be closed on Monday in observance of the Martin Luther King, Jr. Day market holiday...
MutualFundWire.com -
Friday, January 12, 2024
|
A $651B-AUM AM's Chief Passes the Reins
Next month, a familiar leader will take over a publicly traded insurer's asset management arm. His predecessor will shift into a new role and then retire in the spring...
MutualFundWire.com -
Thursday, January 11, 2024
|
Fink and Kapito Reallocate Resources
BlackRock's CEO and president tell employees about a new round of layoffs...
MutualFundWire.com -
Thursday, January 11, 2024
|
Hurtsellers Passes the Reins After 8 Years, And ...
A familiar leader is taking over Voya IM, and a senior Morgan Stanley alum is joining the leadership team...
MutualFundWire.com -
Wednesday, January 10, 2024
|
An 18-Year-Old Fund-of-Funds Transforms
The $58-million-AUM fund is now an ETF and has a new subadvisor...
MutualFundWire.com -
Tuesday, January 9, 2024
|
A 20-Year-Old Growth Equity Shop Sells
The deal is expected to close by January 31...
MutualFundWire.com -
Tuesday, January 9, 2024
|
A $159.6B-AUM AM Adds a Small-Cap ETF
The new index fund debuted on December 21...
MutualFundWire.com -
Monday, January 8, 2024
|
An 18-Year-Old Firm's Lineup Expands to 14
A SoCal shop's team adds a pair of new funds, both actively managed...
MutualFundWire.com -
Friday, January 5, 2024
|
A $715B-AUM AM Adds a 4th ETF
The new, actively managed fixed income fund debuted earlier this week...
MutualFundWire.com -
Thursday, January 4, 2024
|
A 44-Year-Old AM's Founder Passes the Reins, And ...
Three executives are on the rise at a Midwestern fund firm...
MutualFundWire.com -
Thursday, January 4, 2024
|
A $1.2T-AUM Firm Kicks Off Two 12-Fund Series
The first ETFs in both series debuted on Friday. Two more ETFs will debut each month this year...
MutualFundWire.com -
Wednesday, January 3, 2024
|
New Year, New Owners For a $75B-AUM Firm
A multi-boutique asset manager recapitalizes, as planned...
MutualFundWire.com -
Wednesday, January 3, 2024
|
Great-West Sells Putnam, As Planned
The $142B-AUM deal closed yesterday and makes the seller in a long-term shareholder of the buyer...
MutualFundWire.com -
Tuesday, January 2, 2024
|
Happy 2024!
MFWire will be closed on Monday in observance of the New Year's Day market holiday...
MutualFundWire.com -
Friday, December 29, 2023
|
Who Bought Whom In 2023?
Consolidation continues in the U.S. asset management business...
MutualFundWire.com -
Friday, December 29, 2023
|
Get MFWire Alerts
]
Raw XML
