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News Stories Archives - Since 1998
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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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ICON Layoffs Leave a VP Job Hunting
A sales exec is moving on from the Denver fund firm...
MutualFundWire.com -
Monday, August 05, 2019
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An Ex-Senior Director at Principal Switches Sides
This exec is becoming a financial advisor...
MutualFundWire.com -
Monday, July 29, 2019
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An Ex-Fundster Chief May Not Leave After all
The multinational he vice-chairs is pushing back on rumors of his impending departure...
MutualFundWire.com -
Thursday, July 25, 2019
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An NYC Boutique Hires a Chief
An ex-Alpine New Yorker takes over a wealth management RIA with its own MF...
MutualFundWire.com -
Friday, July 19, 2019
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Reader Rating: 5
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Ashton Kutcher and the Boston Behemoth Bet Together
The Hollywood star's VC fund and Fidelity are two backers of an ESG investing startup that aims to offer "a personalized ETF for everyone."..
MutualFundWire.com -
Friday, July 19, 2019
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A Tactical Startup Launches and Leads
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 18, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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A Director Leaves Legg After Six Years
The exec is based in Stamford, Connecticut...
MutualFundWire.com -
Tuesday, July 09, 2019
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Reader Rating: 4
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An Analytics and Sales Exec Leaves Allianz
The head of sales enablement and analytics has departed from Allianz...
MutualFundWire.com -
Friday, June 21, 2019
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The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, June 14, 2019
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An Eight-Year OpFunds Vet Leaves Invesco
The move comes as OpFunds merges into Invesco...
MutualFundWire.com -
Tuesday, June 11, 2019
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McDonough Picks Invesco's Next Third-Party NSM
An OpFunds exec takes over a team focused on the 529 and insurance channels...
MutualFundWire.com -
Friday, May 31, 2019
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An OpFunds RIA Exec Rises As an Invesco Vet Departs
The moves come after Invesco's purchase of OppenheimerFunds closed last Friday...
MutualFundWire.com -
Wednesday, May 29, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Fiserv Welcomes a DST and Wells Vet
The new hire now serves as SVP and general manager of digital channels...
MutualFundWire.com -
Wednesday, May 22, 2019
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