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8 stories matched your search criteria. To read the complete story you must be an active member of the MutualFundWire.com. For information on becoming a member contact our sales department at 212-331-8995 x101.
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TrueMark Takes Over a $36MM-AUM, Converting Fund, But ...
Tuesday, August 12, 2025
Updated | The 19-year-old fund's founding investment advisor is staying on to subadvise, and the PM team is staying put, too.

Florence Rolls Out a $9B-AUM AM's 5th ETP
Friday, August 8, 2025
The folks at a Midwestern, energy-focused asset manager are expanding their lineup of exchange-traded funds.

Kerschner and Schweitzer Celebrate a $7B-AUM Duo
Friday, August 8, 2025
Two of a publicly traded multinational's ETFs recently crossed big milestones.

Smalley Intros Virtus' 21st ETF
Monday, August 11, 2025
The new ETF is the second from a 26-year-old liquid alts quant shop.

Themes Weaves 3 More Single-Stock ETFs, And ...
Tuesday, August 12, 2025
The folks at a fund firm near Gotham are further expanding their single-stock leveraged ETF lineup.

Week In Preview, August 11 - 17
Monday, August 11, 2025
This week, the team at WE will host an event, and the etf.com team has a deadline coming up ...

The Boston Behemoth Adds $900B
Thursday, August 14, 2025
Abby Johnson and her team offer their Q2 2025 updates, including metrics on their ETF business.

$4.61B Flows Out of Long-Term MFs and ETFs
Wednesday, August 13, 2025
Net flows fell by more than $24 billion week-over-week, according to the latest data from the folks at a mutual fund industry trade group.

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  1. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  2. Samfund Soiree Boston 2025, August 21
  3. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  4. ICI ETF Conference, Sep 8-10
  5. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  6. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  7. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  8. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  9. IMEA Content Management Roundtable, September 16
  10. IMEA 2025 Star Awards Celebration, September 16
  11. IMEA Marketing Summit, Sep 16-17
  12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  14. IMEA Portfolio Construction Roundtable, September 24
  15. Expect Miracles Atlantic Coast Classic 2025, September 29
  16. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  17. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  18. 10th annual Fuse Forum, October 8
  19. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  20. 2025 MMI Annual Conference, Oct 15-17
  21. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  22. MFDF In Focus webinar - Audit Committee Chair, November 5
  23. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  24. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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