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News Stories Archives - Since 1998
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In Boston, a 27-Year Vet Joins a Miami Fund Firm
The Boston-based vet previously worked at BTS...
MutualFundWire.com -
Monday, August 7, 2023
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BondBloxx's O'Donnell Hires In Philly
The new hire's most immediate past position was at BlackRock...
MutualFundWire.com -
Monday, July 31, 2023
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Brian Brings an NY Key Accounts Vet to a CA Shop
This New York-based veteran is reporting to a familiar face...
MutualFundWire.com -
Tuesday, July 18, 2023
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A Blockchain Creator Joins the Mutual Fund World
Corrected | A startup RIA with a famed founder from the blockchain world is seeking to shake up the mutual fund industry...
MutualFundWire.com -
Wednesday, July 5, 2023
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Fewer Fundsters Plan Channel Tweaks In 2023
New research from an industry consulting firm shows where national accounts executives plan to adjust their channel coverage. Yet the vast majority of firms say they plan no changes at all...
MutualFundWire.com -
Wednesday, June 28, 2023
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Reader Rating: 5
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Pershing Weaves In Direct Indexing
A new offering for FAs is debuting on the custodian and trading giant's managed accounts platform...
MutualFundWire.com -
Thursday, June 8, 2023
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A Florida CPA/RIA Enters the ETF Biz
Its first ETF is an actively managed, tactical, focused equity fund...
MutualFundWire.com -
Tuesday, May 16, 2023
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A Cali-Nevada Duo Enters the ETF Biz
ETF Architect helps an RIA's new sibling launch its first ETF...
MutualFundWire.com -
Monday, May 8, 2023
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An NFL Alum Is Buying Into the ETF Biz
A footballer-turned-mortgage-banker agrees to buy a shop that runs and subadvises mutual funds...
MutualFundWire.com -
Wednesday, April 5, 2023
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BBD Sells Its Fund Audit Biz, As Expected
The deal was first unveiled last month and was expected to add more than 40 people to the acquirer's team...
MutualFundWire.com -
Wednesday, March 8, 2023
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13 Years In, an Ally to Fundsters Leaves Pershing
The executive is also an alumnus of TIAA and Pru...
MutualFundWire.com -
Monday, February 13, 2023
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Reader Rating: 5
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12 of MFWire's Most Popular Stories of 2022
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com -
Friday, December 30, 2022
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How Is FLX Using Its New Capital?
At a distribution ally to fundsters, watch for Brian Moran to expand his team and invest more in technology...
MutualFundWire.com -
Thursday, November 17, 2022
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An Ex-Pimco EVP Co-Founds an RIA
He's teaming up with a former partner at a longtime Pimco ally...
MutualFundWire.com -
Wednesday, November 2, 2022
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Reader Rating: 5
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What Worries FAs About ESG?
New research suggests that "greenwashing" is advisors' top concern when it comes to investing in strategies focused on environmental, social, and governance issues...
MutualFundWire.com -
Thursday, October 27, 2022
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$504MM In 21 Months
A $121.1B-AUM fund firm's team is celebrating a big milestone for an interval fund...
MutualFundWire.com -
Thursday, September 15, 2022
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Reader Rating: 1
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14 Fund Firms Win Big In NYC
At a Big Apple gala, a trade publication's team honors 84 winning companies. The awards are now in their eighth year...
MutualFundWire.com -
Wednesday, September 14, 2022
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$1.292B Inflows In a Single Quarter
An eight-year-old shop just had its biggest quarter ever...
MutualFundWire.com -
Friday, July 8, 2022
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Will a $4.1B-AUM Fund Firm Sell?
Two hedge funds offer to snap up a publicly traded mutual fund and ETF shop...
MutualFundWire.com -
Tuesday, June 28, 2022
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Week In Preview, May 31 - June 5
This week, the teams at AB, Deutsche Bank, Informa, and Irish Funds are hosting events...
MutualFundWire.com -
Tuesday, May 31, 2022
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Reader Rating: 5
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A 58-Year-Old Shop Enters the ETF Biz
A wealth management RIA with about $20 billion in AUM (mostly from high net worth investors) is rolling out an actively-managed, high-conviction, translucent ETF...
MutualFundWire.com -
Tuesday, April 26, 2022
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Ned Johnson Dies
The former Fidelity chief was 91 years old...
MutualFundWire.com -
Thursday, March 24, 2022
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Reader Rating: 5
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A $3B-AUM Fixed Income Shop Leads In Feb
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 18, 2022
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A New RIA Sails Into the ETF Biz
The startup's first fund is an active strategy focused on the U.S. residential real estate market...
MutualFundWire.com -
Wednesday, March 9, 2022
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Three Years In, a $29MM Pair Transforms
Updated | An institutitonal Midwestern asset manager's team converts their mutual funds into ETFs...
MutualFundWire.com -
Monday, March 7, 2022
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A Tennessee Startup Crosses $1B In AUM
The digital assets-focused asset manager offers a trio of ETFs, though most of its assets are in seven institutional products...
MutualFundWire.com -
Wednesday, February 16, 2022
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Harbor Gains SVPs on Opposite Coasts
The new hires both join the Chi-Town fund firm's distribution team...
MutualFundWire.com -
Friday, February 11, 2022
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A Midwestern Prop Trading Shop Enters the ETF Biz
The firm's new affiliate rolls out its first fund, but not under the SEC and the '40 Act...
MutualFundWire.com -
Thursday, January 13, 2022
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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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An Empire State Shop Accesses the ETF Space
The Westchester firm finds a Gotham ally to work on a new fund...
MutualFundWire.com -
Thursday, December 30, 2021
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Reader Rating: 5
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At the SEC, An Outspoken Prof Takes Over IM
Gensler reveals the regulatory agency's new director of the division of investment management...
MutualFundWire.com -
Wednesday, December 22, 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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Pershing Buys Into Direct Indexing
The ally to B-Ds and RIAs is poised to snap up a direct indexing solutions provider...
MutualFundWire.com -
Thursday, December 2, 2021
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An $11.5B-AUM Boutique Adds Another Bond Fund
$7 billion of the fund firm's AUM is in fixed income assets...
MutualFundWire.com -
Tuesday, October 5, 2021
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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 1, 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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An HF and Research Vet Forges an Active ETF Startup
The startup's first fund debuted last week. Stay tuned for more launches ... later on in the economic cycle...
MutualFundWire.com -
Friday, August 13, 2021
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VC Access For All, In '40 Act Form
A Midwestern startup's chief sees their new fund structure appealing to both direct retail investors and RIAs...
MutualFundWire.com -
Tuesday, August 3, 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 2, 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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From MF Wholesaler to Quant Crypto Investing Entrepreneur
A fundster launches his own AM shop, focused on investing in cryptocurrencies...
MutualFundWire.com -
Monday, July 12, 2021
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Reader Rating: 5
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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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A $47B-AUMA Firm's Board Grows to Seven
This mutual fund firm's board now includes four independent directors...
MutualFundWire.com -
Tuesday, April 6, 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 9, 2021
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Three Fresh Faces Join an ETF Startup
The additions come after the firm launched last spring...
MutualFundWire.com -
Thursday, March 4, 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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A Host of BlackRock Alums Back a Compliance Startup
In Gotham, familiar angel investors invest and join the firm's advisory council and its board of directors...
MutualFundWire.com -
Wednesday, February 10, 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 4, 2021
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Reader Rating: 3
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A $25.9B-AUM UK Firm Hires In California
The exec previously worked with Royce, Pimco, Wamco, and Wilshire...
MutualFundWire.com -
Wednesday, February 3, 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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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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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 8, 2020
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A Six-Year Legg Vet Joins DWS
The new hire is based in Baltimore...
MutualFundWire.com -
Friday, December 4, 2020
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Reader Rating: 5
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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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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 1, 2020
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FAs See Models, ETFs, and SMAs on the Rise Post-Pandemic
New data highlights how advisors are thinking in light of the ongoing coronavirus crisis...
MutualFundWire.com -
Wednesday, September 23, 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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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 7, 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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Week In Preview, June 22 - June 28
This week the teams at AAAA, Advisor Perspectives, Broadridge, and the Expect Miracles Foundation are scheduled to host online events...
MutualFundWire.com -
Monday, June 22, 2020
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A 48-Year-Old Shop Brings an MF Home
The firm previously subadvised the mutual fund and now has three run in-house, with help from RBB...
MutualFundWire.com -
Thursday, June 18, 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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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 1, 2020
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Reader Rating: 5
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King Lands, Post-Foresters
He takes an institutional distribution leadership role at an Indiana firm...
MutualFundWire.com -
Tuesday, April 14, 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 9, 2020
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Nine Years In, a Pimco EVP Exits
His duties are being absorbed by the broader team...
MutualFundWire.com -
Monday, April 6, 2020
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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 4, 2020
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A 23-Year Invesco Vet Joins Nationwide
The new hire started with Van Kampen back in the 90s...
MutualFundWire.com -
Thursday, February 27, 2020
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Reader Rating: 5
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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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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 3, 2020
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Fidelity Gives Another Tool to MF Replicators
The Boston Behemoth's latest retail brokerage update may not be good news for active stock fund firms...
MutualFundWire.com -
Friday, January 31, 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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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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What Kills a Robo? A Fund Firm's Sibling Upgrades Its Answer
They're also looking to connect the program with SMA managers...
MutualFundWire.com -
Monday, December 23, 2019
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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 9, 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 5, 2019
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Whitaker Stands By Quasar's Team and Brand
Dave Whitaker talks about the deal, which is expected to close at the end of Q1 2020...
MutualFundWire.com -
Tuesday, December 3, 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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A Sales SVP Leaves Lazard AM After Three Years
A former SSgA employee exits Lazard Asset Management...
MutualFundWire.com -
Tuesday, November 19, 2019
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Week In Preview, November 4-10
This week the teams at the Active Investment Company Alliance, BofA, ICI, JPMAM, MFDF, Pictet, Schwab, and the SEC are hosting events, and several mutual fund firms' parents are releasing earnings...
MutualFundWire.com -
Monday, November 4, 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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Envestnet's Founder Dies
Jud Bergman and his wife were killed in a car accident yesterday...
MutualFundWire.com -
Friday, October 4, 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 3, 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 2, 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 9, 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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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 9, 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 8, 2019
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