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5 Radnor Corporate Center  100 Matsonford Road, Suite 300  Radnor  PA  19087  ph: 610-386-7414 

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News Stories Archives - Since 1998
A $1.5T-AUM AM Says Bet On Your Future
The publicly traded titan's marketing team is launching a new campaign...
MutualFundWire.com - Thursday, September 23, 2021
A $2.9T-AUM Duo's Chief May Be Exiting
The exec initially took over the post five years ago...
MutualFundWire.com - Tuesday, September 21, 2021 - Reader Rating: 5
Week In Preview, September 20 - September 26
This week, the teams at Crane Data, the Expect Miracles Foundation, FRA, ICI, MFDF, MMI, Morningstar, and Nicsa are all hosting events...
MutualFundWire.com - Monday, September 20, 2021
Is a $5.5T-AUM Mega-Merger Coming Soon?
A potential combination of two asset management titans is in the news again...
MutualFundWire.com - Friday, September 17, 2021
Battling "The Great Resignation"
A reader talks about how asset management firms can engage skills-based volunteerism to recruit and retain top talent...
MutualFundWire.com - Thursday, September 16, 2021
A Client Outreach and Marketing Master Joins a Windy City Fund Firm
The new hire joined the mutual fund firm on August 2...
MutualFundWire.com - Thursday, September 16, 2021
An AM Network Invests In a $4.8B-AUM Shop
A European firm is investing yet again in the U.S., this time acquiring a 42-percent stake in a Big Peach shop...
MutualFundWire.com - Wednesday, September 15, 2021
A $163B-AUM Multiboutique Buys Into Alts
The deal will bring the publicly traded acquirer its 11th boutique...
MutualFundWire.com - Tuesday, September 14, 2021
A $577B-AUM AM Hires a Global Ops and Platforms Chief
The Midwestern asset manager's new recruit is based in the Big Apple...
MutualFundWire.com - Friday, September 10, 2021 - Reader Rating: 5
Fundsters Gather to Support the Surfside Victims
An industry charity event will be held tomorrow in south Florida...
MutualFundWire.com - Wednesday, September 08, 2021 - Reader Rating: 5
A Utility CEO Joins a $1.5T-AUM AM's Board
The new board member starts early next month...
MutualFundWire.com - Tuesday, September 07, 2021
Week In Preview, September 7 - September 12
This week, the teams at Bonhill Group, DiversityQ, InformationAge, MFDF, MFS, Nicsa, and the SEC will host events...
MutualFundWire.com - Tuesday, September 07, 2021
Happy Labor Day Weekend!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com - Friday, September 03, 2021
A SoCal Fund Firm's New Chief Will Expand Its Investment Universe
He will take over the firm on October 1...
MutualFundWire.com - Thursday, September 02, 2021
A $1.1B-AUM Global Fund Celebrates 15 Years
One of the mutual fund's original co-PMs still manages it alongside a newer PM hire...
MutualFundWire.com - Wednesday, September 01, 2021 - Reader Rating: 5
After 25 Years, a Senior Exec Leaves a $183B-AUM Firm
The multi-manager fund firm is part of a publicly traded multinational...
MutualFundWire.com - Tuesday, August 31, 2021 - Reader Rating: 5
Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
The M* team updates U.S. flows data for July 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, August 27, 2021 - Reader Rating: 5
A $9B-AUMA Tactical Fixed Income Trio Gains a Chief
The new hire will be the first-ever CEO for the group, which includes a mutual fund shop, plus a model portfolio shop and a retail WM RIA...
MutualFundWire.com - Wednesday, August 25, 2021
Week In Preview, August 23 - 29
This week, the team at Nicsa will host several events...
MutualFundWire.com - Monday, August 23, 2021
A $183B-AUM Shop Debuts an MBS ETF
This is the multi-manager fund firm's second active fixed income ETF launch of 2021...
MutualFundWire.com - Friday, August 20, 2021 - Reader Rating: 5
Nuveen Leads As Large Firms' Inflows Rise 27 Percent
The M* team updates U.S. flows data for July 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, August 19, 2021
Three Years Later, a U.S. Fund Firm Adds to a $351MM Deal
The publicly traded asset manager has agreed to buy most of the rest of a British ESG shop...
MutualFundWire.com - Wednesday, August 18, 2021 - Reader Rating: 5
An $82B-AUM Shop Streamlines Its ETF Brand
The change is slated to take effect at the beginning of next month...
MutualFundWire.com - Wednesday, August 18, 2021 - Reader Rating: 5
1 Firm, 51 Percent of Industry Inflows
The M* team updates U.S. flows data for July 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, August 17, 2021 Views - Reader Rating: 5
PE, VCs, Ameriprise, and T. Rowe Bet $170MM More On an Ally to AMs
The latest funding, which values the firm at $3 billion, comes alongside an acquisition in the coaching, enablement, and training space...
MutualFundWire.com - Tuesday, August 17, 2021 Views - Reader Rating: 5
A Senior Invesco Alum Joins a $600B-AUM AM
The new hire will report to the multiboutique asset manager's CIO...
MutualFundWire.com - Monday, August 16, 2021 Views
Week In Preview, August 16 - August 22
This week, the teams at IMEA and Nicsa will host online events...
MutualFundWire.com - Monday, August 16, 2021 - Reader Rating: 5
An HF and Research Vet Forges an Active ETF Startup
The startup's first fund debuted last week. Stay tuned for more launches ... later on in the economic cycle...
MutualFundWire.com - Friday, August 13, 2021
Two Fintechs Team Up to Launch, White Label, and Customize ETFs
Faegre Drinker, PWC, Red Gate, U.S. Bank, Vident, and Vigilant are some of their key partners for the new venture...
MutualFundWire.com - Thursday, August 12, 2021 Views - Reader Rating: 5
A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com - Thursday, August 12, 2021 Views
A 16-Year M* Vet and SVP Exits
The exec, who managed biz dev and relationships for the investment research giant's biggest asset management allies, is joining the leadership team of a tech consulting and software dev shop...
MutualFundWire.com - Wednesday, August 11, 2021 Views - Reader Rating: 5
A Titan Preps a $9.7B-AUM MF-to-ETF Conversion
The asset manager had $2.6 trillion in AUM as of June 30, including $899 billion in traditional mutual funds and $64 billion in ETFs...
MutualFundWire.com - Wednesday, August 11, 2021 Views - Reader Rating: 5
Embracing the Hybrid — Digital Engagement For a Post-Covid World
A readers discusses the new, hybrid WFH work environment as many folks mix home and office time...
MutualFundWire.com - Tuesday, August 10, 2021
AMs May Spend 10 to 15 Percent More On Bonuses
A financial services-focused compensation consulting firm offers a glimpse at what to expect this year from asset managers...
MutualFundWire.com - Tuesday, August 10, 2021
What Is This Three-Year-Old Multiboutique Hunting?
After sealing one deal last month, watch for the team to unveil a couple more deals in the coming months...
MutualFundWire.com - Monday, August 09, 2021
Spouting Rock Backs a 14-Year-Old NJ Shop
The family office's asset management arm now has $3.7 billion in assets...
MutualFundWire.com - Friday, August 06, 2021 Views
As Earnings Rebound, a $4B-AUM Boutique Hunts
The firm's AUM, cash, net income, and revenue have all seen double digit gains in the past year...
MutualFundWire.com - Wednesday, August 04, 2021
An $11.4B-AUM Boutique Enters the ETF Biz
A Midwestern asset manager's first ETF play is subadvising a new, actively managed, thematic fund for the firm's parent...
MutualFundWire.com - Wednesday, August 04, 2021 Views
VC Access For All, In '40 Act Form
A Midwestern startup's chief sees their new fund structure appealing to both direct retail investors and RIAs...
MutualFundWire.com - Tuesday, August 03, 2021 Views
A 27-Year-Old Fund Firm Launches Two ETFs
The faith-based asset manager now offers 12 mutual funds and six ETFs...
MutualFundWire.com - Tuesday, August 03, 2021 Views
iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com - Monday, August 02, 2021 Views
Week In Preview, August 2 - August 8
This week, the team at MMI will host an online event, and some familiar firms will release earnings reports...
MutualFundWire.com - Monday, August 02, 2021
A $60B-AUM Shop Puts a Bitcoin Strat In an MF
The new mutual fund invests primarily in bitcoin futures, not directly in the cryptocurrency itself...
MutualFundWire.com - Friday, July 30, 2021
An Ex-SSGA Distro Leader Joins a B-D Giant
The veteran fundster sales exec serves as divisional manager in the East for a publicly traded broker-dealer...
MutualFundWire.com - Thursday, July 29, 2021 - Reader Rating: 5
A $1.62T-AUM Giant's CEO and CFO Pass the Reins
A 24-year company veteran is poised to take over the asset manager at the beginning of next year...
MutualFundWire.com - Thursday, July 29, 2021 Views
After 15 Years, a CCO Rides Off Into Retirement
The asset manager's general counsel adds the CCO hat...
MutualFundWire.com - Wednesday, July 28, 2021 - Reader Rating: 5
JPM Keeps the Lead As Active Inflows Double
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, July 27, 2021
As a $604B-AUM Firm Rebrands, a New CEO Springs In
Both changes are slated to take effect when the firm spins off this year in a PE deal...
MutualFundWire.com - Tuesday, July 27, 2021
Week In Preview, July 26 - August 1
This week, the teams at FSI and Nicsa are hosting events, and several asset managers are releasing earnings reports...
MutualFundWire.com - Monday, July 26, 2021
So You Want to Launch an ETF
Several allies to fundsters offer tips to those looking to enter the exchange-traded side of the business...
MutualFundWire.com - Wednesday, July 21, 2021
3 Firms, 46 Percent of Industry AUM, 58 Percent of Inflows
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 14, 2021 Views
Vanguard and BlackRock Bet On a Pair of Startups
The world's largest fund firm is buying a five-year-old firm, while the world's largest asset manager is investing in a different...
MutualFundWire.com - Wednesday, July 14, 2021
After 34 Years With Franklin, a Senior Exec Joins a Faith-Based Shop
The new hire serves as the religiously managed mutual fund firm's director of strategic planning...
MutualFundWire.com - Tuesday, July 13, 2021 Views
30 Years, $7.5B In Assets
A Gotham firm's team celebrates a big anniversary for one of their mutual funds...
MutualFundWire.com - Tuesday, July 13, 2021
From MF Wholesaler to Quant Crypto Investing Entrepreneur
A fundster launches his own AM shop, focused on investing in cryptocurrencies...
MutualFundWire.com - Monday, July 12, 2021 - Reader Rating: 5
A $109B-AUM AM Launches Its First Small Cap Fund
The new fund is PMed by a team that the firm lifted out in April...
MutualFundWire.com - Thursday, July 08, 2021
11 U.S. Fundsters Win Praise as LGBT+ Allies
The execs, who hail from seven fund firms, are among those on a new top 100 list...
MutualFundWire.com - Thursday, July 08, 2021
Barings Bets $166MM On an Ally to AMs
Watch for the money to be put to work on deals this summer. And more may follow...
MutualFundWire.com - Wednesday, July 07, 2021
A $33B-AUM PE Buys a Fund Distributor
The acquirer will replace a prior PE owner...
MutualFundWire.com - Wednesday, July 07, 2021 Views - Reader Rating: 5
AMG Buys a $47B-AUM Firm
Word is that the deal's price tag is about $490 million...
MutualFundWire.com - Tuesday, July 06, 2021 Views
Week In Preview, July 6 - July 11
This week, the teams at Citywire and the SEC will host online events...
MutualFundWire.com - Tuesday, July 06, 2021
Happy Independence Day Weekend!
In observance of the Independence Day market holiday, MFWire will be closed on Monday...
MutualFundWire.com - Friday, July 02, 2021
A $198B-AUM AM Adds an Asset Allocation Co-Chief
An 11-year company veteran is on the rise at the 84-year-old fund firm...
MutualFundWire.com - Thursday, July 01, 2021
A $12.7B-AUM AM Adds an ESG Chief
The exec has worked with the 33-year-old fund firm for 14 years...
MutualFundWire.com - Wednesday, June 30, 2021
Active Inflows Fall 74 Percent
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, opened mutual funds...
MutualFundWire.com - Tuesday, June 29, 2021 Views
Week In Preview, June 28 - July 5
This week, the team at ICI will host an online event...
MutualFundWire.com - Monday, June 28, 2021
After 22 Years With a Giant, a Fund Supermarket's Ex-Chief Retires
The executive shifted away from the supermarket side of the business four years ago...
MutualFundWire.com - Friday, June 25, 2021 Views - Reader Rating: 5
What Will AI Mean For AM? A Fund Titan's Chief Predicts
A publicly traded mutual fund giant's chief talks to FAs who specialize in the retirement plan business...
MutualFundWire.com - Thursday, June 24, 2021 - Reader Rating: 5
A $600B-AUM Alts Shop Wins Among Small Fund Firms
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, June 24, 2021 Views - Reader Rating: 5
Will a $345B-AUM AM Chief Find Simple Excellence In More M&A?
A publicly traded, multinational asset manager's chief talks about industry consolidation, active management's prospects, and more...
MutualFundWire.com - Wednesday, June 23, 2021
Gatch Weighs In On ESG Disclosures and DE&I
The JPMAM talks at a trade group's inaugural DE&I conference...
MutualFundWire.com - Wednesday, June 23, 2021
Dodge & Cox, Fidelity, and Pimco Win Big
An investment research giant's team reveals the winners of a third annual awards program...
MutualFundWire.com - Tuesday, June 22, 2021 Views
Three CEOs Talk DE&I and WFH
A trio of asset management chiefs spoke together last week online at an industry conference...
MutualFundWire.com - Monday, June 21, 2021
24 Rising Stars Shine
A trade group recognizes the first group of winners for its new mentorship and awards program...
MutualFundWire.com - Thursday, June 17, 2021 Views - Reader Rating: 4
The $1.023T Inflows Year
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, June 16, 2021 Views
M* Shines Its Light On Ten Fund Firms
Yet only three firms will win the investment research firm's big awards next week...
MutualFundWire.com - Tuesday, June 15, 2021 Views
A PE-Backed Multiboutique Closes Its 2nd 2020s Deal
A Midwestern asset manager buys a mutual fund trio, as planned...
MutualFundWire.com - Monday, June 14, 2021
A $1.59T-AUM Fund Firm Adds an Alts Distro Chief
The new hire now serves as a business development executive at the publicly traded asset manager...
MutualFundWire.com - Friday, June 11, 2021 Views - Reader Rating: 5
An Ex-Mellon Distro Leader Joins an AM Incubator
The startup also recently added an advisory board...
MutualFundWire.com - Thursday, June 10, 2021 Views - Reader Rating: 5
A $2.06T-AUM AM Adds a Two Focused ESG Funds
The new global mutual funds are both for U.S. investors and come in three different share class flavors...
MutualFundWire.com - Tuesday, June 08, 2021
A $1.3B-AUM Startup's Fund Lineup Expands to Seven
A Gotham shop's team adds two more ETFs, both thematic and passively managed...
MutualFundWire.com - Tuesday, June 08, 2021 Views
Week In Preview, June 7 - June 13
This week, the teams at Duff & Phelps, IMDDA, MFDF, and Pershing are scheduled to host online events...
MutualFundWire.com - Monday, June 07, 2021
A 21-Fund Firm Expands a $2.9B-AUM Relationship
An Empire State fund firm brings a familiar subadvisor into another fund...
MutualFundWire.com - Friday, June 04, 2021 Views
Novick Resurfaces, Joining a Board
The BlackRock co-founder will help oversee an electronic direct lending exchange...
MutualFundWire.com - Thursday, June 03, 2021
Doll Crosses Over to a Faith-Based Boutique
The move follows the investment guru's retirement from Nuveen earlier this year...
MutualFundWire.com - Thursday, June 03, 2021 Views
An Activist ESG Startup Enters the ETF Biz
The move comes shortly after the firm successfully landed a pair of nominees on publicly traded energy company's board...
MutualFundWire.com - Wednesday, June 02, 2021 Views
A Nine-Year-Old Thematic Fund Crosses $1B
The fund was the firm's first ETF launch back in 2012...
MutualFundWire.com - Tuesday, June 01, 2021 Views
Happy Memorial Day Weekend!
In observance of the Memorial Day market holiday, MFWire will be closed on Monday...
MutualFundWire.com - Friday, May 28, 2021
A Star Growth PM and Entrepreneur Dies at 81
The retired, politically and philanthropically active fundster had been suffering from a type of bone marrow cancer...
MutualFundWire.com - Friday, May 28, 2021 Views
Via SPAC, a $4.7B-AUM Robo Will Go Public
The SoCal startup is backed by celebrities and at least two giant mutual fund firms...
MutualFundWire.com - Thursday, May 27, 2021 Views
Two SVPs Rise At a 63-Year-Old Firm
One exec has been at the firm for 15 years, and the other has been there for 20...
MutualFundWire.com - Wednesday, May 26, 2021 Views
Reynolds Kicks Off Putnam's ETF Push
An 84-year-old active mutual fund is entering the exchange-traded fund side of the business ... but only on the active side...
MutualFundWire.com - Wednesday, May 26, 2021 Views
Fundsters' DC Voice Gets a New Virtual Look
An 81-year-old trade group's team upgrades their online presence...
MutualFundWire.com - Tuesday, May 25, 2021
A $74B-AUM Shop Switches CFOs, and ...
A new finance chief is on the rise at the firm, which is also launching a crypto currency model portfolio partnership...
MutualFundWire.com - Tuesday, May 25, 2021 Views
Week In Preview, May 24 - May 31
This week, the teams at Havener, ICI, IMEA, MFDF, Nicsa, Raymond James, and Voya will host online events...
MutualFundWire.com - Monday, May 24, 2021
A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com - Friday, May 21, 2021 Views
After a $76B-AUM Deal, What's Next For This Multinational?
The acquirer's chief talks about the deal, the ongoing integration, and more...
MutualFundWire.com - Thursday, May 20, 2021 Views
Week In Preview, May 17 - May 23
This week, the teams at AIMSE, ETFGI, Expect Miracles Foundation, FIASI, Finra, IDC, ICI, Irish Funds, and MFDF are hosting online events...
MutualFundWire.com - Monday, May 17, 2021
Long-Term Inflows Fall By 19 Percent
The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, May 14, 2021 Views
D&I Leaders Call For Resources, Not Just Initiatives
Two senior fundsters at the online conference talk diversity and inclusion in the asset management industry...
MutualFundWire.com - Friday, May 14, 2021
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