News Stories Archives - Since 1998
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Two U.S. Fund Firms Expand Across the Pond
A Northeastern asset manager and a Southwestern one are both opening new European offices...
MutualFundWire.com -
Thursday, March 27, 2025
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2,241 to 693, In 4 Years
Updated | ETFs now account for more than 76 percent of all mutual fund product development, according to new finds from the folks at a consulting ally to fundsters...
MutualFundWire.com -
Wednesday, March 26, 2025
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A Gotham Startup Preps a Historically Weighted Fund
The Big Apple boutique already offers seven other ETFs...
MutualFundWire.com -
Tuesday, March 25, 2025
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1Y In, a Gotham ETF's AUM Soars to $2.4B
The folks at a Big Apple equity boutique are celebrating a big milestone for their first ETF...
MutualFundWire.com -
Tuesday, March 25, 2025
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Quantify Launches 4 and Preps 6
Tidal helps a Brooklyn startup quintuple its ETF lineup...
MutualFundWire.com -
Monday, March 24, 2025
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Week In Preview, March 24 - March 30
This week, the Citywire, Expect Miracles, IDC, IMEA, MMI, Nicsa, and WE teams will host events...
MutualFundWire.com -
Monday, March 24, 2025
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5 of the Top Workplaces For Fundsters In 2025
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 -
Friday, March 21, 2025
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Bitwise Preps Its 1st Income ETFs
The folks at a Cali fund firm file to roll out a trio of new funds, all based on single-stock option-income strategies...
MutualFundWire.com -
Thursday, March 20, 2025
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Nilsen Preps a $222MM-AUM Deal
The adoption is expected to close in Q3 and will triple the California fund firm's ETF lineup...
MutualFundWire.com -
Thursday, March 20, 2025
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GraniteShares Adds 2 and Preps 10
A Gotham shop's team is expanding their leveraged and inverse ETF lineup with a dozen more single-stock products...
MutualFundWire.com -
Wednesday, March 19, 2025
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For Value-Add, Market Insights Still Reign Supreme
As markets shake, a consulting ally to fundsters offers reminders about what support materials FAs are looking for...
MutualFundWire.com -
Wednesday, March 19, 2025
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AllianzIM Adds an ETF-of-Buffered-ETFs
The move comes five years after the asset manager first entered the ETF space...
MutualFundWire.com -
Tuesday, March 18, 2025
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BNY Preps a $2.066B-AUM Fund Merger
The folks at the publicly traded bank's asset management arm are preparing to reorganize a 37-year-old closed-end fund into a 31-year-old open-end fund...
MutualFundWire.com -
Tuesday, March 18, 2025
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A $306B-AUM BlackRock Unit Powers a New ETF
The folks at the world's largest asset manager are rolling out another actively managed fund, and this time it's a liquid alts offering...
MutualFundWire.com -
Monday, March 17, 2025
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Week In Preview, March 17 - March 23
This week, the teams at Exchange, MMI, Nicsa, and WE will host events...
MutualFundWire.com -
Monday, March 17, 2025
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Aligned With Tidal, a SoCal AM Adds an ETF
The new, active fund debuted earlier this week...
MutualFundWire.com -
Friday, March 14, 2025
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Alger and 7 Other AMs Win Big In St. Pete
A giant TAMP's team reveals the winners of their 21st annual awards program...
MutualFundWire.com -
Friday, March 14, 2025
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BondBloxx Debuts 2 More IR+M ETFs, And ...
A Bay Area fund firm is launching a pair of funds and prepping two more, all with the same subadvisor ally...
MutualFundWire.com -
Thursday, March 13, 2025
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Hougan Helps Investors Bet On Bitcoin-Friendly Companies
The folks at an eight-year-old, crypto-focused asset manager are rolling out another index fund...
MutualFundWire.com -
Wednesday, March 12, 2025
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FAs Love These Marketing Materials Most, But ...
New research from an asset management industry consulting firm offers insights into how advisors view different types of marketing materials...
MutualFundWire.com -
Wednesday, March 12, 2025
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Fink and Co Prep a Long-Term Muni Fund
The folks at an $11.6T-AUM titan are preparing to launch another index ETF...
MutualFundWire.com -
Tuesday, March 11, 2025
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6 FI Funds, $1.2B
The folks at a $195B-AUM asset manager celebrate the growth of their young ETF business...
MutualFundWire.com -
Tuesday, March 11, 2025
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REX Makes a Crypto ETF MOVE
The folks at a New England shop are preparing to launch an ETF...
MutualFundWire.com -
Monday, March 10, 2025
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Macquarie Mimics a $3.6B-AUM MF
The folks at a multinational asset manager are adding another active ETF in the U.S...
MutualFundWire.com -
Friday, March 7, 2025
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A $1.7T-AUMS AM Adds Its 17th ETF
The new, actively managed fund debuted on the Nasdaq last week...
MutualFundWire.com -
Thursday, March 6, 2025
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Colson Will Pass the Reins At a $168B-AUM AM, But ...
The handoff is scheduled for June. And yet the outgoing CEO is not saying goodbye to the publicly traded fund firm...
MutualFundWire.com -
Thursday, March 6, 2025
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Two OG DoubleLiners Power a New ETF
The Florida fund firm's team is rolling out another actively managed fund...
MutualFundWire.com -
Wednesday, March 5, 2025
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In Boston, an Alts ETF Shop Turns 25
The 11-person team now has $1.3 billion in AUM...
MutualFundWire.com -
Wednesday, March 5, 2025
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TCW Teams Up With a Singapore Boutique
The two firms are rolling out a mutual fund in the U.S...
MutualFundWire.com -
Tuesday, March 4, 2025
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A $739B-AUM AM Preps 2 ESG Liquidations
The folks at an insurer's asset management arm are preparing to shut down two ETFs next month...
MutualFundWire.com -
Tuesday, March 4, 2025
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Morris Targets Ultrashort TIPS, And ...
The folks at a $16B-AUMA AM are rolling out another ETF and prepping another four...
MutualFundWire.com -
Monday, March 3, 2025
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FAs Don't Outsource Most Investment Management
Despite the growth of TAMPs and model portfolios, new research suggests that the vast majority of advisors' client assets are still handled by the advisors themselves...
MutualFundWire.com -
Thursday, February 27, 2025
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A Gotham AM Simplifies a 3MO ETF's Name
The rebranding comes less than four months after the fund launch in early December...
MutualFundWire.com -
Wednesday, February 26, 2025
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A $1.4T-AUM AM Celebrates Its 150YO Parent
The fund firm's team of more than 4,900 people hosted more than 20 celebrations around the world...
MutualFundWire.com -
Tuesday, February 25, 2025
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A $1.85T-AUM AM Forges an MLP Fund
A publicly traded fund firm's new, actively managed ETF debuted yesterday...
MutualFundWire.com -
Friday, February 21, 2025
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Gleich Celebrates a $273MM-AUM Fund's Birthday
A non-diversified, passively managed ETF reached its third anniversary earlier this month...
MutualFundWire.com -
Thursday, February 20, 2025
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REX Preps 4 Covered Call ETFs With a Twist
All four planned funds combine an options-based, income-generating strategies with tracking specific stocks (one per fund)...
MutualFundWire.com -
Wednesday, February 19, 2025
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In March, a $20MM ESG ETF Will Shutter
A money center bank's asset management team is preparing to liquidate an offering they launched in 2022...
MutualFundWire.com -
Wednesday, February 19, 2025
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Week In Preview February 18 - 23
This week, the teams at IDC, MFDF, and WE will host events...
MutualFundWire.com -
Tuesday, February 18, 2025
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Happy Presidents' Day Weekend!
MFWire will be closed on Monday in observance of the Washington's Birthday market holiday...
MutualFundWire.com -
Friday, February 14, 2025
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A Florida Shop Buffs Up With ETF #4
The planned fund will be powered by an options-based strategy designed to generate income and hedge against losses...
MutualFundWire.com -
Thursday, February 13, 2025
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Sapir Celebrates His $25B-AUM Flagship
A giant leveraged index fund reaches its crystal anniversary...
MutualFundWire.com -
Thursday, February 13, 2025
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A Bridgewater Vet Preps 8 More ETFs
The Gotham shop already powers one 2-year-old fund...
MutualFundWire.com -
Wednesday, February 12, 2025
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Who Will Power the Trump ETFs?
A Garden State hedge fund firm has been revealed as the investment advisor to the planned offering. Yet many other details still seem to be TBD...
MutualFundWire.com -
Wednesday, February 12, 2025
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Who Will Help a 70YO Firm Build an AI ETF?
A host of roles still appear to be open for a planned fund from the SoCal shop...
MutualFundWire.com -
Tuesday, February 11, 2025
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In GA, a Boutique Preps Fund #3
A nine-year-old, $2.3-billion-AUM, 14-person fixed income shop is preparing another offering...
MutualFundWire.com -
Monday, February 10, 2025
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Reader Rating: 5
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Week In Preview February 10 - 17
This week, the teams at IMEA, MFDF, MMI, and U.S. Global Investors teams will host events this week...
MutualFundWire.com -
Monday, February 10, 2025
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O'Hara Reveals a PE VC Fund
The folks at a 52-ETF provider are rolling out a new index ETF...
MutualFundWire.com -
Friday, February 7, 2025
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Where Do Fundsters See Room For Digital Marketing Improvement?
A consulting ally to asset managers releases new research on digital marketing...
MutualFundWire.com -
Friday, February 7, 2025
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Tidal Helps a Gotham Duo Launch an Equity and Derivatives Fund
The new, actively managed ETF debuted last and now has more than $14 million in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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$10.04B In 239 Days
An active fixed income ETF surpasses $20 billion in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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A $379B-AUM AM Adds Its 1st Fundamental Active Equity ETF
The new offering is powered by a pair of PMs in the fund firm's Denver-based equities team...
MutualFundWire.com -
Wednesday, February 5, 2025
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A $7B-AUM Boutiques Celebrates a 3rd and 10th Anniversary
A transformed mutual fund reached a key milestone last month and now has $150.2 million in AUM...
MutualFundWire.com -
Wednesday, February 5, 2025
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Kinzie Unveils a 2-Strategy, 4-Subadvisor MF
The folks at a Midwestern liquid alts shop are teaming up to roll out another mutual fund...
MutualFundWire.com -
Tuesday, February 4, 2025
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First Trust and RBA Celebrate a $3.5B-AUM Fund
The index fund debuted almost 11 years ago and recently crossed the $3-billion-AUM mark...
MutualFundWire.com -
Tuesday, February 4, 2025
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LaValle Targets Bitcoin Miners
Grayscale's ETF chief unveils another index fund from the digital-assets-focused shop...
MutualFundWire.com -
Monday, February 3, 2025
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Week In Preview February 3 - 9
This week, the teams at AB, AMG, Artisan, ICI, IMEA, MFDF, MMI, Nicsa, and Prudential will host events...
MutualFundWire.com -
Monday, February 3, 2025
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Netting $44B, BlackRock Threepeats
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, January 31, 2025
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Magoon Tweaks a $213MM-AUM Duo
The Amplify is making a number of changes to a pair of ETFs as they prepare to liquidate a third...
MutualFundWire.com -
Wednesday, January 29, 2025
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With $20.4B, Baird Pulls Ahead
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 28, 2025
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At a Gotham AM, a 1YO Team's MFs Near $5.4B, And ...
UPDATED | The new team also recently made another senior addition to their ranks...
MutualFundWire.com -
Tuesday, January 28, 2025
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Week In Preview January 26 - February 1
This week, the teams at Franklin Templeton, FSI, IMEA, Invesco, Janus Henderson, MFDF, Nicsa, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, January 27, 2025
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New Frontier and VettaFi Power a $1.6TAUM AM's Latest Duo
The folks at a publicly traded asset management titan are rolling out two more index ETFs...
MutualFundWire.com -
Friday, January 24, 2025
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Who Will Take Over a $75B-AUM Midwestern AM?
After leading the fund firm for seven years, the current chief is preparing to say goodbye...
MutualFundWire.com -
Friday, January 24, 2025
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Zinkula Launches a $45B-AUMA AM's 1st ETF, And ...
The folks at the Southwestern fund firm are preparing to roll out three more ETFs, starting tomorrow...
MutualFundWire.com -
Wednesday, January 22, 2025
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A 35YO Team In India Builds a U.S. Fund
The new offering, for use by investors in the USA, comes in three different flavors and debuted earlier this month...
MutualFundWire.com -
Tuesday, January 21, 2025
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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 17, 2025
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A 56-Fund Family's Parent Goes Through a Brand Evolution
The new look applies across all of the insurer's business lines, including its mutual funds...
MutualFundWire.com -
Friday, January 17, 2025
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Targeting China, Berns Builds a 4th PLUS Income Fund
The new, actively managed ETF debuted earlier this week, thanks to the folks at a five-year-old shop in the Big Apple...
MutualFundWire.com -
Thursday, January 16, 2025
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Sapir Adds 2 Senior Leaders and Shifts a 3rd
A $79.9-billion-AUM fund firm's chief unveils a trio of appointments, including two hirings...
MutualFundWire.com -
Thursday, January 16, 2025
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In Gotham, a 13YO AM Builds ETF #6
The new fixed income fund debuts with $5 million in AUM...
MutualFundWire.com -
Wednesday, January 15, 2025
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LaVigne Takes Over Distro For a $16B-AUMA AM, And ...
The veteran national accounts leader is one of three freshly promoted executives at the Mid-Atlantic multi-boutique...
MutualFundWire.com -
Wednesday, January 15, 2025
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"The Only Way Forward Is Through" For Fundsters As LA Burns
Asset managers in the area are still open for business, though at least one fund firm has shuttered its downtown office and at least one industry CEO is among those whose homes have been consumed in the firestorm...
MutualFundWire.com -
Tuesday, January 14, 2025
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Hankin Shares the Throne With a 22-Year Brown Vet
The leadership structure change comes 30 years after the Charm City fund firm became independent...
MutualFundWire.com -
Tuesday, January 14, 2025
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Lafferty Preps a $1.3T-AUM AM's 2nd Active FI ETF
The new fixed income fund is expected to debut on the NYSE Arca next month and is based on a 17-year-old SMA strategy...
MutualFundWire.com -
Monday, January 13, 2025
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Week in Preview January 13 - 20
This week, the teams at BlackRock, Goldman Sachs, J.P. Morgan, MFDF, MMI, Morgan Stanley, and State Street are hosting events...
MutualFundWire.com -
Monday, January 13, 2025
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Archard Follows a $716MM-AUM ETF With a Pair of Launches
The AB team is rolling out another two options-powered active ETFs.
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MutualFundWire.com -
Friday, January 10, 2025
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Amplify Preps a $66MM-AUM Liquidation
The Chi-Town area fund firm's team is preparing to shut down an active ETF before its fourth birthday...
MutualFundWire.com -
Friday, January 10, 2025
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A 45-Year-Old AM Preps Its Active ETF Debut
A SoCal fund firm's team is preparing to enter the ETF space...
MutualFundWire.com -
Thursday, January 9, 2025
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Two Dodge Vets Prepare to Take the Reins In 2026, And ...
Dana Emery is expected to retire at the end of 2025, handing over to two of her senior leaders at the San Fran fund firm...
MutualFundWire.com -
Thursday, January 9, 2025
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Most FAs Access Alts In Liquid Form ... For Now
New research suggests that semi-liquid and illiquid alternatives are gaining favor with financial advisors, while liquid alts may soon be losing some ground...
MutualFundWire.com -
Wednesday, January 8, 2025
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Reader Rating: 5
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With a New Ally, Gleich Triples His Int'l ETF Suite
The folks at a Midwestern fund firm are expanding their ETF lineup to 20 with a pair of launches powered by an asset manager across the pond...
MutualFundWire.com -
Tuesday, January 7, 2025
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Smead Expands His $7.78B-AUM AM's C-Suite
Updated | The chief of an Arizona fund firm hires a leader for a newly created senior role...
MutualFundWire.com -
Tuesday, January 7, 2025
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Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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Week in Preview, January 6 - 12
This week, the MFDF and WE teams are hosting events, and the ETF.com team is closing nominations for some awards...
MutualFundWire.com -
Monday, January 6, 2025
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Jablonski Adds a RIOT Fund, And ...
The Defiance team partners with a familiar ally to roll out another leveraged ETF focused on a single security. They're prepping three others...
MutualFundWire.com -
Friday, January 3, 2025
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Simplify Brings an ETF Closer to TSLA
The actively managed fund now has a new name and ticker, and the fund continues to focus on various ways of providing exposure to a one company in particular...
MutualFundWire.com -
Friday, January 3, 2025
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A Brokerage Giant Starts 2025 With a Fundster Takeover, And ...
An asset manager's former chief is taking over its parent. And an insurer's longtime mutual fund leader is passing the reins to another company veteran...
MutualFundWire.com -
Thursday, January 2, 2025
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Happy 2025!
MFWire will be closed tomorrow in observance of the New Year's Day market holiday...
MutualFundWire.com -
Tuesday, December 31, 2024
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Who Bought Whom In 2024?
Consolidation continues in the U.S. asset management business...
MutualFundWire.com -
Tuesday, December 31, 2024
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Loukas and Graff Launch a Companion to a $134MM Fund
The new, actively managed ETF is powered by the same two companies and the same PM...
MutualFundWire.com -
Monday, December 30, 2024
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3 U.S. Fund Firms Win Big For Making an IMPACT
A British ESG publication's team reveals their 2024 award winners...
MutualFundWire.com -
Monday, December 30, 2024
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2024...
MutualFundWire.com -
Friday, December 27, 2024
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12 of MFWire's Most Popular 2024 Stories
Here's a glimpse at what MFWire readers checked out in this crazy year.
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MutualFundWire.com -
Thursday, December 26, 2024
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Merry Christmas Eve!
MFWire will be closed tomorrow in observance of the Christmas Day market holiday...
MutualFundWire.com -
Tuesday, December 24, 2024
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How Often Do FAs Want to Meet With Wholesalers?
New research suggests that the answer is actually in line with current wholesaler practices, at least for "focus advisors."..
MutualFundWire.com -
Tuesday, December 24, 2024
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A 7YO Fund Shifts to SMID
A small cap equity index ETF is being transformed by a Midwestern fund firm...
MutualFundWire.com -
Monday, December 23, 2024
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A Gotham Shop Un-Simplifies a $260MM ETF's Brand
Updated | The folks at a Big Apple fund firm have changed the name of a two-year-old, actively managed fund. They also added another PM...
MutualFundWire.com -
Friday, December 20, 2024
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Do Fundsters Underutilize and Under-Resource Marketing?
A 16-year-old consulting team's new research underscores a significant difference between asset managers and other types of financial services firms...
MutualFundWire.com -
Thursday, December 19, 2024
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Reader Rating: 5
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Dhillon Adds to a $1.7B-AUM Victory Suite
The new, passively managed ETF debuted earlier this month...
MutualFundWire.com -
Wednesday, December 18, 2024
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