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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
Enochs Continues BMO GAM's Transformation Journey
MFWire talks with the multinational asset manager's U.S. chief about acquisitions, distribution, and more...
MutualFundWire.com - Friday, February 23, 2018
Will HSBC GAM Find Its Pioneer?
The new chief at the multinational bank puts asset management M&A options on the table...
MutualFundWire.com - Friday, February 23, 2018
UMB's Quill and Fischer Explain Their New Foci
MFWire talks to the two execs about their new roles and about UMB Fund Services' recent shift...
MutualFundWire.com - Thursday, February 22, 2018
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
TCW Pushes Back Against a Sexual Harassment Suit
The fixed income giant and two of its top execs respond to a $30-million lawsuit filed last month by a recently fired PM...
MutualFundWire.com - Wednesday, February 21, 2018
Week In Preview, February 20-25
The ABA, Cohen & Steers, and PGIM are all hosting events this week...
MutualFundWire.com - Tuesday, February 20, 2018
As Cetera Reorgs, the Platform Remains Unchanged and an Ex-Fundster Departs
The chief of the indie B-D network is making big changes...
MutualFundWire.com - Friday, February 16, 2018
Quill Takes Over as UMBFS Shifts
The 22-year company veteran takes the reins of UMB Fund Services from Tony Fischer...
MutualFundWire.com - Thursday, February 15, 2018
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
What Will Ed Bernard's Retirement Mean For T. Rowe?
As a 30-year veteran prepares to depart, Bill Stromberg makes several key changes at the top of the publicly traded asset manager...
MutualFundWire.com - Wednesday, February 14, 2018
A $122B Multinational Asset Manager Buys a Fast-Growing U.S. ETF Shop
The combined firm will have $30 billion in ETF AUM worldwide...
MutualFundWire.com - Wednesday, February 14, 2018
A Gotham ETF Strategist Startup Focuses Distro
The new shop is targeting two channels after launching its debut offerings, in SMA form...
MutualFundWire.com - Tuesday, February 13, 2018
What a Shifting Super-OSJ Wants From You
MFWire talks to the president of a shop that is aligning with an indie B-D giant...
MutualFundWire.com - Monday, February 12, 2018 - Reader Rating: 1
Week In Preview, February 12-18
Credit Suisse and Schroders are both hosting events this week...
MutualFundWire.com - Monday, February 12, 2018
Through a Transformative Shift, an Alts Tech Company Enters the Mutual Fund Biz
Meet the Big Apple startup that is merging with Altegris...
MutualFundWire.com - Friday, February 09, 2018
Victory IPOs On a Rough Day
The private-equity-backed, multi-boutique asset manager listed its shares on the Nasdaq yesterday...
MutualFundWire.com - Friday, February 09, 2018
Altegris Merges Into a Tech Ally
The combined firm will have 100 people servicing more than $3 billion in assets...
MutualFundWire.com - Thursday, February 08, 2018
Two Big Asset Managers Expand Time Off Policies
One titan offers staff unlimited time off, while another offers more benefits to new and would-be parents...
MutualFundWire.com - Thursday, February 08, 2018
An ESG Specialist Starts Partnering With Other RIAs
A Gotham shop with nearly $1 billion in AUM is experimenting with distributing its models through other FAs...
MutualFundWire.com - Wednesday, February 07, 2018
As Westcore Funds Sells, a Vet Will Help Run a TPM
A third-party sales and marketing agency for fund firms welcomes a president...
MutualFundWire.com - Tuesday, February 06, 2018
Asset Managers Feel Mister Market's Two Days of Pain
With the S&P 500 down more than six percent and the Dow down more than seven percent, publicly traded mutual fund firms have seen their shares fall. Yet the pain has not been evenly spread...
MutualFundWire.com - Tuesday, February 06, 2018
Week In Preview, February 5-11
Joel Bruckenstein, MMI, and Pageant are all hosting events this week...
MutualFundWire.com - Monday, February 05, 2018
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
Who Paralyzed the Anti Money Fund Reform Bill?
After sailing through committee and racking up bipartisan support from dozens of cosponsors, a proposal that would bring back $1 NAVs seems to have stalled...
MutualFundWire.com - Friday, February 02, 2018 - Reader Rating: 5
"Rationalization: the Sequel" Plays at Morgan Stanley
The wirehouse is again making big cuts to its fund platform, and a threequel may not be too far away...
MutualFundWire.com - Thursday, February 01, 2018
An American Beacon Ally Crushes It
M* Direct updates mutual fund and ETF flows data for December 2017...
MutualFundWire.com - Wednesday, January 31, 2018
Bogle Defends ESG ... Sort Of
The most famous retired fundster chimes in two weeks after the CEO of the world's biggest asset manager made a public ESG push...
MutualFundWire.com - Tuesday, January 30, 2018
Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com - Monday, January 29, 2018
Eu Creates a Distro Silo Under a 10-Year Allianz Vet
The new unit combines several channels that previously fell under other parts of the multinational asset manager's U.S. distribution efforts...
MutualFundWire.com - Friday, January 26, 2018
An Ex-TCW PM Sues For $30MM, Alleging Sexual Harassment
The lawsuit, filed yesterday in the Big Apple, may already be the SoCal fixed income giant's highest profile legal battle since settling six years ago with a certain famous ex-employee...
MutualFundWire.com - Friday, January 26, 2018
A $6.9B Quant Shop's Founder Partially Passes the Baton
This New England asset manager will keep things in the family with a familiar new CEO...
MutualFundWire.com - Thursday, January 25, 2018
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 Views
Foster Retires and Keeps the Lord Abbett Reins in Distro Hands
The employee-owned asset manager's ninth managing partner in its history (and the first woman to hold that title) reveals her retirement plans and her successor...
MutualFundWire.com - Wednesday, January 24, 2018
25 Years of ETFs
This week marks a big anniversary in the asset management world...
MutualFundWire.com - Tuesday, January 23, 2018
Crossmark Enters the Final Stages of a Distro Rebuild
David Rentfrow prepares to take a pause after rebuilding the sales and marketing team at the freshly rebranded asset manager...
MutualFundWire.com - Monday, January 22, 2018
Week In Preview, January 22-28
informa, the MFDF, and Tiburon are all hosting events this week...
MutualFundWire.com - Monday, January 22, 2018
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
Is It Worth Nurturing A Long Term Relationship With Advisors?
New research suggests that asset managers looking to win new business should look to invest in long-term relationships with advisors. ..
MutualFundWire.com - Friday, January 19, 2018
An ETF Newcomer Ties BlackRock In an Awards Race
A trade pub reveals the finalists for its fifth annual awards. The winners will be revealed at a Gotham dinner in March...
MutualFundWire.com - Friday, January 19, 2018
Franklin Reaches For Better Branding Atmosphere
A NYC agency helps launch a global campaign around this multinational asset manager's philosophy. ..
MutualFundWire.com - Thursday, January 18, 2018
Franklin's Nine-Figure Deal Across the Pond Brings Back a Templeton Vet
The California-based multinational agrees to acquire a $10-billion-AUM global equity asset manager on the other side of the Atlantic...
MutualFundWire.com - Thursday, January 18, 2018
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
Week In Preview January 16-21
BofA Merrill, CFA Society New York, Crane Data, FIASI, informa, the Investments & Wealth Institute, KraneShares, and SSgA are all hosting events this week...
MutualFundWire.com - Tuesday, January 16, 2018
A $61.8B-AUM Fund Firm Prepares to IPO
After spinning out from a bank five years ago, this asset manager is now filing with the SEC to go public and raise up to $100 million...
MutualFundWire.com - Friday, January 12, 2018 Views - Reader Rating: 4
With a $7.3B-AUM Deal, a Chi-Town Shop's Team Doubles
After absorbing a Denver-based asset manager, the combined firm's new AUM will increase to nearly $20 billion. ..
MutualFundWire.com - Friday, January 12, 2018
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
Should You Customize Products Based On Investor Experience?
New data sheds light on how misconceptions and attitude affect individuals investment decision...
MutualFundWire.com - Thursday, January 11, 2018
A Long-time GE and Ex-BlackRock CMO Joins NYLIM
The 10-year GE Vet will now lead NYLIM and MainStay Investments' marketing team...
MutualFundWire.com - Wednesday, January 10, 2018
Putting a Price On How Much Fundsters Like Tax Reform
A publicly traded asset manager reveals expected benefits of the recently passed, giant federal tax bill...
MutualFundWire.com - Wednesday, January 10, 2018
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
Greg Johnson Bids Adieu to a Franklin Legend
On January 31, a star emerging markets PM is retiring from the publicly traded, multinational asset manager...
MutualFundWire.com - Friday, January 05, 2018
Buckley Took Over Vanguard. What's Next?
The FT and the WSJ ponder Vanguard's recordbreaking growth as Buckley takes the baton from McNabb...
MutualFundWire.com - Friday, January 05, 2018
Morrison Evaluates Next Leadership Steps For Fido's Stockpickers
The chief of the Boston Behemoth's equity division is reportedly shifting over to the personal investing division...
MutualFundWire.com - Thursday, January 04, 2018
A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com - Wednesday, January 03, 2018 - Reader Rating: 5
The Times Versus Ron Baron
The New York Times attacks the billionaire Baron Capital founder over mutual fund fees...
MutualFundWire.com - Wednesday, January 03, 2018 - Reader Rating: 5
A 30-Year-Old Asset Manager Kicks the Tires on M&A
Watch for this freshly rebranded shop to make some acquisitions or do liftouts...
MutualFundWire.com - Tuesday, January 02, 2018
Will Pru and MetLife Buy U.S. Asset Managers?
The WSJ ponders insurers' hunger for acquiring asset managers and points to several likely acquirers...
MutualFundWire.com - Tuesday, January 02, 2018 Views
2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com - Friday, December 29, 2017
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
Has the ETF Flood Spilled Beyond Traditional Beta?
Smart beta ETFs, active ETFs, and ESG ETFs all continue to get lots of attention, but can they catch the truly big kahunas of the space?..
MutualFundWire.com - Wednesday, December 27, 2017
Meet Dow Jones' First Wealth and Asset Management Chief
Alma Latour creates a brand new unit, led by a Barron's veteran who should be familiar to many fundsters...
MutualFundWire.com - Friday, December 22, 2017
Rosenberg Will Expand Am Century's ETF Team Quickly
The Midwestern mutual fund shop's ETF chief talks about hiring, product development plans, and more...
MutualFundWire.com - Tuesday, December 19, 2017 Views
Will 2018 Be a BYOA and Smart Beta Year?
ETF.com's chief offers his predictions for the new year...
MutualFundWire.com - Tuesday, December 19, 2017
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 Views
#MeToo Comes to Asset Management
An increasing number of female fundsters report sexist behavior or even harassment in the workplace...
MutualFundWire.com - Monday, December 18, 2017 Views
For 2018, a Liquid Alts Entrepreneur Plans Hiring and Explores Income
This employee-owned, private equity-backed mutual fund shop has a team of 30 and offers 11 strategies...
MutualFundWire.com - Friday, December 15, 2017
Under Its First CMO, PGIM Investments Will Take a More Customized, Targeted Approach
Last month Prudential's retail asset management unit hired its first chief marketing officer. Stay tuned for changes...
MutualFundWire.com - Thursday, December 14, 2017 - Reader Rating: 5
Nevermind Passive. Are Tech Giants Coming For Your Biz?
Time for fundsters, like people in countless other industries, to again freak out about the possibility that titans like Alphabet, Amazon, Apple, or Facebook might try to dive into asset and wealth management...
MutualFundWire.com - Thursday, December 14, 2017
An 11-Year Gemini Vet Returns
After nine months outside the asset management industry, an executive comes back to the mutual fund back-office shop in a new, key role...
MutualFundWire.com - Wednesday, December 13, 2017
Meet Michelle Seitz, Russell's New Chief
The FT takes a personal look at the 30-year industry veteran who took over the manager of managers in September...
MutualFundWire.com - Wednesday, December 13, 2017
Thompson Continues Building Out Allianz's RIA Channel
She's on the hunt for two more external wholesalers...
MutualFundWire.com - Tuesday, December 12, 2017
Mutual Funds Partially Dodge an Investor Tax Hit
Yet there are still many pieces of the tax reform that fundsters should keep an eye on...
MutualFundWire.com - Tuesday, December 12, 2017
Andrew Rogers Returns, Leading a Fintech Company
The former Gemini chief is teaming up with a familiar investor and taking over a shop that's trying to bring SMAs to the masses...
MutualFundWire.com - Monday, December 11, 2017
Bond Is Back ... In the ETF Biz
Bruce Bond and John Southard have taken over a Midwestern ETF startup and are building it out...
MutualFundWire.com - Friday, December 08, 2017 Views
ETF Shops' Stocks Beat the Market ... So What?
Fundsters, be warned that the public continues to be confused about your firms' valuations when the good times keep rolling...
MutualFundWire.com - Friday, December 08, 2017
Three Tips For Fundsters, Courtesy of a Super-OSJ
MFWire sits down with the chief of a shop that supports more than 100 FAs across 18 branches...
MutualFundWire.com - Thursday, December 07, 2017
Will Eaton Vance or Federated Acquire Across the Pond?
They are rumored to be two of the four bidders for a British asset manager...
MutualFundWire.com - Thursday, December 07, 2017
Beware Fee Cuts Beyond the Point of Deal Viability
An acquisitive fundster leading a publicly traded company sees lots more industry M&A, but he worries that the industry's reaction to Vanguardization has gone too far and may stifle deals...
MutualFundWire.com - Tuesday, December 05, 2017
For Deutsche AM, It's Back to the Future
Deutsche Bank is bringing back an old brand as it prepares to IPO its asset management arm as early as the first half of next year...
MutualFundWire.com - Tuesday, December 05, 2017
An ETF Strategist Transforms Into an Expanding FinTech Firm
The startup is looking to power model portfolios for B-Ds and asset managers that can be customized by individual FAs...
MutualFundWire.com - Monday, December 04, 2017
Week In Preview, December 4-10
The AAII, Highland, the ICI, informa, the Investments & Wealth Institute, MarketCounsel, Natixis, and the SEC are all holding events this week...
MutualFundWire.com - Monday, December 04, 2017
Fewer Asset Managers Channelize National Accounts
FUSE Research expects hiring for national account managers to remain at high levels. ..
MutualFundWire.com - Friday, December 01, 2017
Carlyle Sells a Piece of TCW and Gives Up Control
The PE giant reduces its stake in the $200B-AUM asset manager, whose management is stepping up as an overseas buyer steps in...
MutualFundWire.com - Friday, December 01, 2017
Is Indexing Distorting Prices?
A BlackRock co-founder publicly pushes back against another criticism of index funds and ETFs...
MutualFundWire.com - Wednesday, November 29, 2017
Waddell's Herrmann Passes His Final Hat
Next spring the former chief will say goodbye after 46 years with the Midwestern B-D and asset manager...
MutualFundWire.com - Tuesday, November 28, 2017
At $50B and Counting, a Fund-in-a-Box Shop Phases In a New Effort
A mutual fund series trust and back-office provider has formed a relationship management team to give its clients a day-to-day point of contact...
MutualFundWire.com - Friday, November 24, 2017
Fischer Advances a More Holistic View of Schwab's Platforms
A new but familiar face now leads both the mutual fund and ETF OneSource platforms at the RIA custody and discount brokerage giant. Watch for her to find more ways to break down the walls between Schwab's mutual fund and ETF platforms...
MutualFundWire.com - Wednesday, November 22, 2017
Can an Online Giant Grow This Roboadvisor Seed Into a Tree?
Mass-market scale has been a key challenge for roboadvisors so far, even robos offered by asset management giants with millions of existing customers. Yet one robo now has access to more 218 million active customers of an online financial services titan...
MutualFundWire.com - Wednesday, November 22, 2017
A Liquid Alts Shop and Its ETF Sibling Are Hunting
A fundster entrepreneur is building out the teams at two of his firms and looking for more allies...
MutualFundWire.com - Tuesday, November 21, 2017
Schwab's Hanson Shifts
The RIA custody giant's mutual fund OneSource supermarket is in new but familiar hands...
MutualFundWire.com - Monday, November 20, 2017
Raby Fine-Tunes Natixis' Brand
The multinational, multiboutique asset manager has a partly new name and a new tagline...
MutualFundWire.com - Monday, November 20, 2017
A Retired Fidelity Ops Vet Dies at 73
A Massachusetts native who worked at the Boston Behemoth for a decade passed away earlier this month...
MutualFundWire.com - Friday, November 17, 2017 Views
Fewer Fundsters and RIAs Faced the SEC's Wrath This Year
The regulatory agency's enforcement division releases its report for FY 2017...
MutualFundWire.com - Thursday, November 16, 2017
Impact, Day 3 — Awards, Leon Bridges, and More
The 12th annual Impact Awards, a former prime minister, and the final night party are on the agenda today for the giant, RIA-focused conference...
MutualFundWire.com - Thursday, November 16, 2017
T. Rowe Price PMs Look Ahead to 2018
The Baltimore-based asset manager hosts reporters in New York City...
MutualFundWire.com - Wednesday, November 15, 2017
After Selling Half Its Biz, a Subadvised Fund Firm Rebuilds and Reinvests
What's next for this Big Apple shop after its biggest subadvisor and half of its team head to another firm as part of a deal?..
MutualFundWire.com - Tuesday, November 14, 2017 Views
Asset Management Bonuses Will Rise, Without Leading the Pack
Investment bankers in underwriting and private equity execs will see bigger bonus increases this year than their fundster counterparts, according to a boutique compensation consulting firm...
MutualFundWire.com - Tuesday, November 14, 2017
Harris Combines Three Big BNY Mellon Shops
The combined business will have more than $560 billion in AUM. Yet Dreyfus should be unaffected by the merger...
MutualFundWire.com - Monday, November 13, 2017
Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com - Monday, November 13, 2017
A DFA Vet Plans a Niche ESG Buildout
The startup already has an ESG real estate fund. Watch for them to push into emerging markets or niche bond funds next...
MutualFundWire.com - Friday, November 10, 2017
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