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News Stories Archives - Since 1998
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Two Fund Firms Invest In a PowerShares Vet's Direct Indexer
The Bay Area startup started in 2020, and their mission is to democratize access to custom index SMAs through FAs...
MutualFundWire.com -
Wednesday, January 12, 2022
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Where Will Allspring Expand Under Sullivan?
The freshly independent asset manager's chief talks about what's next for the $587-billion-AUM firm now that it doesn't have "multiple masters."..
MutualFundWire.com -
Tuesday, December 28, 2021
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A 21-Year-Old RIA Enters the ETF Biz
The $400-million-AUM firm's debut fund combines a pair of tactical strategies...
MutualFundWire.com -
Friday, December 10, 2021
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A Texas Fund Firm Seals a $65MM Deal
The acquisition brings the multiboutique its 11th boutique..
MutualFundWire.com -
Tuesday, November 02, 2021
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500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com -
Wednesday, October 06, 2021
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Reader Rating: 5
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A $4.1T-AUM Titan Is Hiring Thousands, But ...
Most of the new roles will not be investment ones...
MutualFundWire.com -
Wednesday, September 01, 2021
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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
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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
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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
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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
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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
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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
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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
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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
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A $1.7B-AUM Fund Family Merges Into a Sibling
The deal, which will include fund mergers and a close, is expected to close in Q4...
MutualFundWire.com -
Friday, May 07, 2021
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Two Years In, a Five-Fund Shop Reaches Out
An RIA is expanding the distribution scope of his subadvised mutual fund family...
MutualFundWire.com -
Thursday, April 15, 2021
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Reader Rating: 5
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What a Two-Year-Old Acquirer Is Hunting For
So far, the fund firm has bought 12 funds, and it now has about $700 million in AUM...
MutualFundWire.com -
Friday, April 09, 2021
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A $47B-AUMA Firm's Board Grows to Seven
This mutual fund firm's board now includes four independent directors...
MutualFundWire.com -
Tuesday, April 06, 2021
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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 -
Thursday, April 01, 2021
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An Acquirer Finds Its Foundational U.S. Centerpiece
Watch for the firm to take minority stakes in more boutiques, too...
MutualFundWire.com -
Wednesday, March 24, 2021
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A European AM Network Buys a $4B-AUM U.S. Fund Firm
The deal is expected to close in Q2 2021...
MutualFundWire.com -
Tuesday, March 09, 2021
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At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader
The new hire at the Lone Star State firm hails from the Denver area...
MutualFundWire.com -
Monday, March 08, 2021
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A Kudu-Backed Multiboutique Builds an AM Incubator
A veteran asset management chief will lead the new venture...
MutualFundWire.com -
Friday, March 05, 2021
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Reader Rating: 4
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From Platform Chief, to Fund Marketer: A Multi-Channel Vet Takes Over a TAMP
The exec first joined the firm nearly seven years ago...
MutualFundWire.com -
Friday, February 26, 2021
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Sullivan Resurfaces As PE Agrees to a $2.1B Acquisition
A pair of private equity firms will spin out a $603-billion-AUM asset manager while keeping a key alliance...
MutualFundWire.com -
Tuesday, February 23, 2021
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A Midwestern FA Hunts For RIAs to Power ETFs
A new ally launched its first ever ETF last month...
MutualFundWire.com -
Thursday, February 11, 2021
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Reader Rating: 5
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Post-Transition, a Tactical PM Seeks a Strategic Partner
A veteran liquid alts entrepreneur is looking for a distribution ally...
MutualFundWire.com -
Thursday, February 04, 2021
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Reader Rating: 3
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An Alts Giant Circles an $809MM Fund Firm
The deal is expected to close later in Q1 2021...
MutualFundWire.com -
Friday, January 29, 2021
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A 27-Year-Old Firm's New CEO Picks a Distro Chief
The freshly promoted exec has 17 years at the mutual fund firm and its parent...
MutualFundWire.com -
Tuesday, January 26, 2021
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A $23.1B-AUMA Shop Sells
A publicly traded acquirer north of the border buys a Midwestern asset and wealth management shop...
MutualFundWire.com -
Tuesday, January 26, 2021
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Reader Rating: 5
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Two PE Firms May Buy a $607B-AUM Asset Manager
The rumored bidding partners are not strangers to the asset management business...
MutualFundWire.com -
Friday, January 15, 2021
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A $157B-AUM Multinational Debuts Its 2nd U.S. MF
Watch for the firm to build out its distribution and private infrastructure investing teams on this side of the pond...
MutualFundWire.com -
Thursday, January 14, 2021
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Provencher Hires a MSIM Alum For a Key Role
The new hire hire will lead BNY Mellon Investment Management's financial institutions group...
MutualFundWire.com -
Wednesday, January 13, 2021
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A Distro Trio Focuses On Helping Boutiques
Three veterans of an Empire State mutual fund firm launch their own partner shop...
MutualFundWire.com -
Tuesday, January 12, 2021
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MMI Upgrades Its Training
The wealth management channel trade group relaunches its CLC...
MutualFundWire.com -
Thursday, January 07, 2021
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A $143B-AUM AM Adds a Channel Chief
A publicly traded asset manager now has a chief for its direct investor business...
MutualFundWire.com -
Tuesday, December 22, 2020
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Reader Rating: 5
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An ETF Startup Pushes For the Energy Horizon
A Philly firm rolls out its first fund, with help from ETC...
MutualFundWire.com -
Friday, December 11, 2020
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Szilagyi Hires an Insti Sales Exec
The new addition to the Catalyst team will focus on the large RIA, private bank, TAMP, and trust channels...
MutualFundWire.com -
Tuesday, December 08, 2020
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FLX Adds Four AMs and a Vault
The TPM to asset managers expands its client base and offerings...
MutualFundWire.com -
Monday, December 07, 2020
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A Six-Year Legg Vet Joins DWS
The new hire is based in Baltimore...
MutualFundWire.com -
Friday, December 04, 2020
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Reader Rating: 5
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A Gotham ETF Startup Helps Others Market
The two-year-old firm has a new venture...
MutualFundWire.com -
Monday, November 16, 2020
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Wilczewski Brings Back a BlackRock Alum
The new hire joins his leadership team here in the U.S. at DWS...
MutualFundWire.com -
Tuesday, November 03, 2020
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15 Years In, a Franklin Leader Shifts
The exec now leads product and specialty sales for the publicly traded asset management giant...
MutualFundWire.com -
Monday, October 26, 2020
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A New England Boutique Launches Its Third ETF
They launched their second earlier this year. Yet their first also shuttered this year...
MutualFundWire.com -
Monday, October 19, 2020
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Reader Rating: 5
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FLX Expands a Team By Four and Adds a Sage
The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member...
MutualFundWire.com -
Monday, October 12, 2020
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Two Discount Brokerage Deals Near Their Finish Lines
Both have now cleared final regulatory approvals. Expect both to wrap up in less than week...
MutualFundWire.com -
Thursday, October 01, 2020
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An Arkansas SMA Shop Makes an ETF Push
The firm is partnering with ETC on the new suite...
MutualFundWire.com -
Friday, September 25, 2020
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Week In Preview, September 14-20
This week, the teams at FRA, FT, ICI, Innovator, MFDF, MMI, M*, and Wells Fargo are hosting online events...
MutualFundWire.com -
Monday, September 14, 2020
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Spina Builds a Portfolio Service Team
An asset management-focused TPM in New Jersey hires four people to launch a team to further build out the firm's distribution model...
MutualFundWire.com -
Thursday, August 27, 2020
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Reader Rating: 5
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Wilczewski Aims to Bring Eight DWS Segments Closer Together
The multinational's new client coverage chief in the Americas talks institutionalization, branding, and more...
MutualFundWire.com -
Tuesday, August 25, 2020
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After a Retirement, a 17-Year Victory Leader Rises
A key distribution leader passed the reins at the end of last month...
MutualFundWire.com -
Tuesday, August 11, 2020
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A Holding Co Buys Into a 12-Fund Shop and Keeps Hunting
The deal offers the holding company, traditionally a backer of institutional asset managers, an advisor-sold distribution platform...
MutualFundWire.com -
Friday, August 07, 2020
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Prepping ETFs, a Giant Declares "No Interest" In Direct Retail
Advisors reflect on a longtime ally's history and on its coming shift...
MutualFundWire.com -
Wednesday, August 05, 2020
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A 50-Year-Old Fund Firm's Chief Succeeds Its Co-Founder
The publicly traded firm also now has its first lead independent director...
MutualFundWire.com -
Friday, July 31, 2020
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A 24-Year-Old Fund Family Rebrands
The subadvised fund firm's team is also about to launch another mutual fund...
MutualFundWire.com -
Thursday, July 30, 2020
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An Advisor Distro Chief In Gotham Passes the Reins
A 10-year company veteran is taking over intermediary distribution at this mutual fund firm...
MutualFundWire.com -
Thursday, July 16, 2020
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How Will This Fund Firm Play Its New Campaign?
A Midwestern asset manager's campaign launch came with a sports tournament...
MutualFundWire.com -
Tuesday, July 14, 2020
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Shaffer Brings an Intel Chief to Voya IM
The new hire will be in charge of distribution enablement and intelligence at the fund firm...
MutualFundWire.com -
Wednesday, July 01, 2020
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Nine Years In, a Series Trust Shop Debuts Another
A back-office ally to fundsters rolls out its second mutual fund series trust...
MutualFundWire.com -
Tuesday, June 30, 2020
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Moss Hires Ops and Distro Chiefs For Polen
The new hires both hail from the retirement plan industry...
MutualFundWire.com -
Wednesday, June 17, 2020
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A Multi-Boutique's Ex-CEO Dies At 59
The executive was a founding principal at the publicly traded, acquisitive asset manager...
MutualFundWire.com -
Thursday, May 28, 2020
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An Arizona Startup Enters the MF Biz
The team is now trumpeting their first mutual fund, which debuted at the end of 2019...
MutualFundWire.com -
Thursday, May 21, 2020
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From Crisis Comes Long-Term Opportunity
A reader argues for "leveraging digital engagement to build more profitable relationships in asset management" in the midst of the COVID-19 crisis...
MutualFundWire.com -
Tuesday, May 19, 2020
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Reader Rating: 5
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Moran Hires a Top Russell Alum
The distro veteran brings on a right hand at his new TPM shop...
MutualFundWire.com -
Thursday, May 14, 2020
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An ETF Strategy Chief Co-Founds an NYC Shop
A exec returns from the Midwest to Gotham and teams up on a startup...
MutualFundWire.com -
Friday, May 01, 2020
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Reader Rating: 5
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A Decade In, a Key Pimco Sales Chief Rises
The exec is one of three new managing directors at the fixed income mutual fund titan...
MutualFundWire.com -
Wednesday, April 15, 2020
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Three More Industry Conferences Feel the Crisis' Sting
One goes online, one gets postponed, and one gets cancelled outright, in light of the ongoing coronavirus pandemic...
MutualFundWire.com -
Thursday, April 09, 2020
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An MF Vet Exits to Cut a New Path
After 14 years, a fundster distribution veteran is leading a different kind of business...
MutualFundWire.com -
Tuesday, March 10, 2020
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Reader Rating: 5
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The Boston Behemoth's Net Inflows Nearly Double
Last year, Fidelity's AUM jumped 26 percent, and operating income jumped 9.5 percent...
MutualFundWire.com -
Wednesday, March 04, 2020
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Schwab Bets On a $10.5B-AUM SMA Shop
The deal is expected to close in the middle of the year, perhaps before the previously announced TD deal...
MutualFundWire.com -
Thursday, February 27, 2020
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Reader Rating: 5
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Franklin Buys an $806B-AUM Rival
The $4.5-billion, all-cash deal is expected to close next quarter...
MutualFundWire.com -
Tuesday, February 18, 2020
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100,000-Plus FAs, 500-Plus AMs, 15 Employees
A giant TAMP has a new ally to fundsters and other asset managers. Who will fill her old shoes?..
MutualFundWire.com -
Monday, February 03, 2020
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Meet Envestnet's New Chief Fundster Ally
The promotion comes after a top exec left and took over another firm's investment business...
MutualFundWire.com -
Wednesday, January 29, 2020
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An Ex-Goldman Vet Takes Over an NYC ETF Boutique
The new chief co-founded a tactical global macro manager...
MutualFundWire.com -
Thursday, January 09, 2020
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A T. Rowe Vet Takes Over a $42B Direct Channel
The fundster is heading west for his new role with another big fund firm...
MutualFundWire.com -
Wednesday, January 08, 2020
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A Day-One Exec Rises As a Midwestern Startup Divides
He takes on the newly created role of COO at the asset management firm...
MutualFundWire.com -
Friday, December 27, 2019
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So You Haven't Completed Your Strategic Plan for 2020
An ally to fundsters says there's still time to put one in place...
MutualFundWire.com -
Friday, December 20, 2019
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Reader Rating: 5
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A Founder of a $1.2T-AUM Titan Dies
The retired fundster died last weekend at the age of 84...
MutualFundWire.com -
Wednesday, December 11, 2019
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An MF Custody Titan Prepares to Double Down In Several Areas
A mutual fund back-office chief shares his four pillars of focus for the firm as they exit part of the business...
MutualFundWire.com -
Tuesday, December 10, 2019
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Week In Preview, December 9-15
This week the teams at Bloomberg, MarketCounsel, and T. Rowe Price are hosting events...
MutualFundWire.com -
Monday, December 09, 2019
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From MF RIA Channel Chief to Family Office Services
A Lone Star State fundster moved to the Boston Behemoth a few months ago...
MutualFundWire.com -
Thursday, December 05, 2019
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Schwab Gobbles a Rival Supermarket. Now What, Fundsters?
The revelation of the deal comes less than two months after both firms eliminated trading commissions on ETFs, options, and stocks...
MutualFundWire.com -
Tuesday, November 26, 2019
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From $64.1B to $145.8B In One Quarter
An asset manager's leaders share numbers on the post-deal firm...
MutualFundWire.com -
Thursday, November 07, 2019
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Aylward Trumpets Virtus' SMA Growth
The Connecticut asset manager's team releases their Q3 2019 earnings results...
MutualFundWire.com -
Wednesday, November 06, 2019
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A $68.72B-AUM AM Is "Positioned to Execute" On Deals
Leadership at a fund firm's publicly traded parent talks about their Q3 earnings results...
MutualFundWire.com -
Wednesday, October 30, 2019
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T. Rowe's AUM Rises, Despite Mister Market
The Baltimore-based global asset management firm now has $1.126 trillion in AUM...
MutualFundWire.com -
Friday, October 25, 2019
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Five Strategies for Getting Salespeople to Adopt New Tech
An industry insider offers asset management marketers ideas for getting sale teams on board with new technology...
MutualFundWire.com -
Thursday, October 24, 2019
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Larry Stands By Abby
The chief of the world's biggest asset manager and ETF shop says that a key alliance "is as strong as ever," despite big changes in the ETF world...
MutualFundWire.com -
Wednesday, October 16, 2019
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Shelton's Clark Hires As a Sales Vet Retires
As a director of advisor services retires, an RBC alum fills their shoes. ..
MutualFundWire.com -
Thursday, October 10, 2019
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Envestnet's Founder Dies
Jud Bergman and his wife were killed in a car accident yesterday...
MutualFundWire.com -
Friday, October 04, 2019
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Reader Rating: 5
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Another Online Brokerage Goes NTF For All ETFs, But ...
The move is part of a broader commission elimination at the firm and echoes recent changes at Interactive Brokers, Schwab, and TD...
MutualFundWire.com -
Thursday, October 03, 2019
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Two Big NTF Platforms Expand to All U.S. ETFs
The moves were part of broader commission eliminations at both firms, in the U.S. and Canada...
MutualFundWire.com -
Wednesday, October 02, 2019
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328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com -
Wednesday, September 11, 2019
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Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com -
Monday, September 09, 2019
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Steers Adds a Global Distro Chief
The new hire reports directly to Steers' right hand...
MutualFundWire.com -
Friday, September 06, 2019
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The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, August 30, 2019
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An RIA's MF Startup Keeps the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, August 15, 2019
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Schwab's Brokerage Deal Victory Comes With an MF Ally
A fundster chief assures analysts that Schwab's pending acquisition doesn't throw a wrench in an asset management deal that closed last month...
MutualFundWire.com -
Thursday, August 15, 2019
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The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com -
Friday, August 09, 2019
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An Employee-Owned Shop Revamps Its Second MF
Stay tuned for more launches from the firm's six-group investment management arm...
MutualFundWire.com -
Thursday, August 08, 2019
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