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News Stories Archives - Since 1998
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Targeting Income, an Ohio RIA Rolls Into the ETF Space
A Buckeye State firm is teaming up to debut its first ETF...
MutualFundWire.com -
Monday, June 10, 2024
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Week In Preview, June 10 - June 16
This week, the teams at Expect Miracles, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, June 10, 2024
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In SoCal, a $6.2B-AUM AM Teams Up For Its 1st ETFs
A 56-year-old asset manager now subadvises a pair of actively managed ETFs...
MutualFundWire.com -
Friday, June 7, 2024
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A 17-Year-Old Boutique Backs "One of the Premier Golfers"
The new partnership launches as the former #1 amateur golfer goes pro...
MutualFundWire.com -
Friday, June 7, 2024
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A Florida Alt ETFs Shop Debuts a 2nd Covered Call ETF
The new, actively managed, non-diversified fund debuted earlier this week...
MutualFundWire.com -
Thursday, June 6, 2024
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Which Fundster Sales Specialists Are the Most Common?
New research suggests that most fund firm sales teams don't have SMA or CoI specialists ... but more than two-thirds have investment specialists...
MutualFundWire.com -
Thursday, June 6, 2024
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A $4.34T-AUC AM Adds a Treasury ETF
The new fund completes a tools suite for investors to "disaggregate the Bloomberg U.S. Aggregate Bond Index by sector as well as maturity."..
MutualFundWire.com -
Wednesday, June 5, 2024
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Lutton Returns to Lead These Fundster Watchers
A publicly traded investment research giant's manager research chief is handing things over to a familiar, 25-year company veteran...
MutualFundWire.com -
Wednesday, June 5, 2024
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On Friday, ProShares Will Double Its Ether ETF Lineup
The team at the Mid-Atlantic fund firm are preparing to roll out two more ETFs focused on this cryptocurrency...
MutualFundWire.com -
Tuesday, June 4, 2024
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Newfound and ReSolve Add a 4th ETF to Their Stack, And ...
The two firms and a familiar ally are also teaming up on a fifth ETF in less than a year and a half...
MutualFundWire.com -
Monday, June 3, 2024
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A $725B-AUM AM's ETF Team Targets Securitized Income
The new, actively managed fund is powered by another boutique within the same family...
MutualFundWire.com -
Friday, May 31, 2024
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25 Years In, an MA Quant Shop Enters the ETF Biz
The launch comes a year after a publicly traded asset manager bought the boutique...
MutualFundWire.com -
Thursday, May 30, 2024
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For a New ETF, a Cali-Florida Duo Teams With Tidal
The actively managed, non-diversified fund debuted today and is powered by a trend-following strategy involving futures contracts...
MutualFundWire.com -
Wednesday, May 29, 2024
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Expect Fundster Bonus Pools to Still Lag 2020, But ...
A consulting firm's team expects traditional asset managers to increase incentive funding a bit this year, thanks to favorable markets, despite active outflows...
MutualFundWire.com -
Wednesday, May 29, 2024
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Defiance and Tidal Target Nuclear Energy, And ...
The folks at the two firms are rolling out a leveraged ETF designed to double the daily returns of a specific index fund. And they're prepping four more ETFs that will similarly track other index funds...
MutualFundWire.com -
Tuesday, May 28, 2024
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3rd Ave's Team Celebrates a Tin Anniversary
An adopted mutual fund reached its tenth birthday earlier this year...
MutualFundWire.com -
Tuesday, May 28, 2024
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Happy Memorial Day Weekend!
MFWire will be closed Monday in observance of the Memorial Day market holiday...
MutualFundWire.com -
Friday, May 24, 2024
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Gensler Ponders ETF Industry Concentration, Money Funds, and Crypto
ICI chief Eric Pan interviews the SEC chief at the trade group's annual leadership summit...
MutualFundWire.com -
Thursday, May 23, 2024
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Magoon Helps Investors Bet On the Weight-Loss Med Biz
The Midwestern fundster's team is rolling out a new index fund...
MutualFundWire.com -
Tuesday, May 21, 2024
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These Conversions Typically Shrink Revenue By 63 Percent
New research offers some insight into what happens shortly after a particular type of product transformation...
MutualFundWire.com -
Tuesday, May 21, 2024
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Reader Rating: 5
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A $314MM-AUM Quartet Trades For a New Brand, And ...
A Gotham area fund firm is launching a new ETF family, starting with four existing funds. Three of the funds will be tweaked a bit more this summer...
MutualFundWire.com -
Friday, May 17, 2024
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Reader Rating: 5
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4.5 Months Post-Transformation, a Muni Fund Reaches $1B
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager...
MutualFundWire.com -
Thursday, May 16, 2024
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board...
MutualFundWire.com -
Wednesday, May 15, 2024
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A Gotham Real Estate Hedge Fundster Preps an ETF
A 14-year-old shop is teaming up to enter the ETF space...
MutualFundWire.com -
Monday, May 13, 2024
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Week In Preview, May 13 - May 19
This week, the teams at ALFI, ASECA, Envestnet, Expect Miracles Foundation, ICI, IMEA, Informa, MFDF, SEC, and WE will host events...
MutualFundWire.com -
Monday, May 13, 2024
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Defiance Adds to a $538MM-AUM Suite, And ...
The Sunshine State ETF shop is teaming up with a familiar pair of allies to launch a fourth fund and prep three more...
MutualFundWire.com -
Friday, May 10, 2024
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First Trust Transforms 4 CEFs Into 1 ETF
The combination created a fund with about $1.1 billion in AUM...
MutualFundWire.com -
Friday, May 10, 2024
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Morris Hints At F/m's "Pretty Ambitious" Post-Merger Goals
The multi-boutique's chief talks about what's next after their recent combination with ZCM...
MutualFundWire.com -
Thursday, May 9, 2024
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Reader Rating: 5
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M* Fetes the Retiring Hart of 3 Funds, While Skipping Another Award
The Morningstar team revealed one big award winner yesterday. Yet the industry will have to keep waiting for more winners in another award category from the publicly traded investment research firm...
MutualFundWire.com -
Thursday, May 9, 2024
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Lege Joins a $570B-AUA AM's C-Suite
The executive most recently served as CFO for a Mid-Atlantic ETF shop...
MutualFundWire.com -
Wednesday, May 8, 2024
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How Can Fundsters Build an AI-Ready Sales Culture?
A research ally to asset managers claims that AI's impact on distribution is real and growing...
MutualFundWire.com -
Wednesday, May 8, 2024
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With a $244MM-AUM Dual Conversion, an ETF Lineup Grows to Five
The folks at a Golden State fund firm have transformed a pair of mutual funds into actively managed ETFs...
MutualFundWire.com -
Tuesday, May 7, 2024
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With a Familiar Ally, an FL Shop Starts a 5-ETF Suite
The first fund in the new lineup debuted last week, and they've filed to launch four more...
MutualFundWire.com -
Monday, May 6, 2024
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Week In Preview, May 6 - May 12
This week, the teams at AMG and MMI are hosting events...
MutualFundWire.com -
Monday, May 6, 2024
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Harbor Adds to a Six-Year, $999MM-AUM Relationship
A familiar, 37-year-old subadvisor will power a new, fixed income ETF...
MutualFundWire.com -
Friday, May 3, 2024
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A Chicago-D.C. Merger Creates a $15B AM
The combined firm has a team of about 75 people, and the merger had been in the works since an acquisition more than a year ago...
MutualFundWire.com -
Thursday, May 2, 2024
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BlackRock Ties the Knot With an Eight-Legged Ally
After a three-year courtship, the world's largest asset manager has snapped up a shop that specialiizes in options overlay strategies...
MutualFundWire.com -
Thursday, May 2, 2024
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Three Weeks In, a Texas Team Enhances Their ETF Push
The folks at a Lone Star State firm are rolling out their second ETF, less than one month after debuting their first...
MutualFundWire.com -
Wednesday, May 1, 2024
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A $1.9B-AUM FI Fund Turns 30
The mutual fund comes in three flavors and is designed as an alternative to money funds...
MutualFundWire.com -
Wednesday, May 1, 2024
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A CT Startup Builds Its 12th ETF
The launch comes four months after the firm's first 11 ETFs debuted late last year...
MutualFundWire.com -
Tuesday, April 30, 2024
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A $6.7B-AUM Value Boutique Will Shutter Its ETF
The team at a Gotham asset manager is preparing to liquidate a fund after less than three years...
MutualFundWire.com -
Tuesday, April 30, 2024
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2 B-D Leaders' New Shop Enters the ETF Sector
A Sunshine State fund firm's team is rolling out their first offering...
MutualFundWire.com -
Monday, April 29, 2024
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A 100-Year-Old AM Transforms a $146MM-AUM Fund
The Gotham arm of a Swiss multinational is launching a traditional mutual fund to replace a longstanding private fund...
MutualFundWire.com -
Thursday, April 25, 2024
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Reader Rating: 5
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An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
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Week In Preview, April 22 - April 28
This week, the teams at AllianceBernstein, Artisan, IDC, IMDDA, IMEA, Invesco, MFDF, MMI, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, April 22, 2024
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A $204B-AUM AM Will Triple This Lineup
A Southland asset manager's team is preparing to add two more ETFs and convert four traditional mutual funds...
MutualFundWire.com -
Thursday, April 18, 2024
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What Would a Victory-Amundi Combo Look Like?
The proposed deal would boost the multi-boutique asset manage to $279 billion in AUM, more than $1.2 billion in annual revenue, and about $400 million in adjusted net income. And that's before cost synergies...
MutualFundWire.com -
Tuesday, April 16, 2024
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Brown Preps a $104B-AUM Addition to Victory
The proposed deal would also bring the publicly traded multi-boutique a new strategic partner across the pond...
MutualFundWire.com -
Tuesday, April 16, 2024
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A Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 2024
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Week In Preview, April 15 - April 21
This week, the teams at ETF.com, IDC, IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, April 15, 2024
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Three Titans Add a Combined $2.658T In AUM
At least two of the firms' assets under management reached record levels at the end of the first quarter of 2024...
MutualFundWire.com -
Friday, April 12, 2024
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A $139B-AUM Japanese AM Will Power an Active ETF In the U.S.
A Hong Kong asset manager's U.S. arm is teaming up to launch a fourth exchange-traded fund...
MutualFundWire.com -
Thursday, April 11, 2024
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At a $5B-AUM AM, Luciano Leads an Expanded, Relocated Branch
The move more doubles the office's size, both in space and headcount. It will now account for nearly 20 percent of the Empire State firm's overall team...
MutualFundWire.com -
Thursday, April 11, 2024
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A $16.6B-AUM Firm Streams Into the ETF Space, And ...
The team at a publicly traded firm in the Lone Star State is rolling out their first exchange-traded fund and prepping their second...
MutualFundWire.com -
Wednesday, April 10, 2024
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Fundster Headcount May Trend "Much Lower In Medium to Long-Term"
A consulting firm expects operations and back office teams to be hit especially hard by the coming shrinkage...
MutualFundWire.com -
Wednesday, April 10, 2024
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A $7.7B-AUM AM Enters the ETF Biz
The team at a boutique fixed income asset manager in the Midwest is rolling out their first ETF, and it is actively managed...
MutualFundWire.com -
Tuesday, April 9, 2024
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Reader Rating: 5
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A Constitution State MMF Surpasses $5B
The team at a 48-year-old asset manager are celebrating a big milestone for their sole money market fund...
MutualFundWire.com -
Tuesday, April 9, 2024
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After 37 Years, a Fund Firm's RIA Channel Founder Exits
The executive held a variety of leadership roles at a recently acquired Beantown fund firm...
MutualFundWire.com -
Monday, April 8, 2024
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Week In Preview, April 8 - April 14
This week, the teams at FRA, IMDDA, MFDF, and WE will host events, and several firms in the mutual fund business will release earnings reports...
MutualFundWire.com -
Monday, April 8, 2024
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Teaming Up, an El-Erian-Backed Shop Powers a New MF
The folks at an institutional manager near NYC are helping launch a bond mutual fund focused on emerging markets...
MutualFundWire.com -
Friday, April 5, 2024
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In NYC, a $599MM-AUMA Team Adds ETF #3
Like their first two ETFs, the teams' new offering is an actively managed, thematic fund...
MutualFundWire.com -
Thursday, April 4, 2024
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A $65B-AUM AM's Team Winds Down a 6-Year-Old ETF
The passively managed bond fund is expected to liquidate in a month...
MutualFundWire.com -
Thursday, April 4, 2024
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ProShares Adds 2 More Bitcoin ETFs, With Twists
The team at the $70-billion-AUM fund fim is rolling out a pair of two funds offered magnified returns based on how the cryptocurrency fares...
MutualFundWire.com -
Wednesday, April 3, 2024
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Three of the Top Workplaces For Fundsters In 2024
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 -
Wednesday, April 3, 2024
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A $92.5B-AUM Firm Adds 2 to a 6-Fund Suite
The team at a Gotham fund firm is expanding a 12-year-old suite that now accounts for about 17 percent of the firm's total AUM...
MutualFundWire.com -
Tuesday, April 2, 2024
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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 -
Monday, April 1, 2024
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Reader Rating: 5
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Happy Easter Weekend!
MFWire will be closed tomorrow in observance of the Good Friday market holiday...
MutualFundWire.com -
Thursday, March 28, 2024
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$1B In 14 Months, Then $2B In 3 Weeks
A leveraged single stock ETF hit two AUM milestones this month...
MutualFundWire.com -
Thursday, March 28, 2024
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An Ultra Short Term Fund Turns 20
Within a publicly traded company's asset management arm, an $8.4-billion-AUM team is celebrating a big milestone for one of their mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
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Pacer Raises a 10th Cash Cow
A Keystone State fund firm's team unveils another new ETF...
MutualFundWire.com -
Tuesday, March 26, 2024
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The Open-End Mutual Fund Biz Turns 100
Last week was the 100th birthday of the United States' first open-end mutual fund...
MutualFundWire.com -
Monday, March 25, 2024
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A SoCal Quant Makes His 2nd ETF Splash
A family-office-veteran-turned-asset-management-entrepreneur teams up with an ETF-in-a-box shop...
MutualFundWire.com -
Friday, March 22, 2024
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Stock Fund Inflows Rise By $12.9B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 22, 2024
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A Crypto-Focused Firm Leads With $949MM
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 21, 2024
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WisdomTree Builds 2 Complements to a $17B Fund
The two new funds and the existing fund are all passively managed and have the same expense ratios...
MutualFundWire.com -
Monday, March 18, 2024
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Week In Preview, March 18 - March 24
This week, the teams at ICI and IMEA are hosting events...
MutualFundWire.com -
Monday, March 18, 2024
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Pre-Deal, a Southeastern AM Debuts Its 4th ETP
The new fund launched on February 21, and the deal closed this week...
MutualFundWire.com -
Friday, March 15, 2024
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After a Deal and 2 MFs, a Gotham AM Reaches $10B
The team at an institutional asset manager trumpets a 40-percent AUM rise since 2021...
MutualFundWire.com -
Friday, March 15, 2024
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IR+M Teams With a CA ETF Shop
The institutional asset manager will help power a new fund that debuted today...
MutualFundWire.com -
Thursday, March 14, 2024
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In 19 Months, This Flagship Surpasses $3B
Its 10-fund series now has $4.24 billion in AUM in total...
MutualFundWire.com -
Thursday, March 14, 2024
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A 6-Year-Old Gotham Firm Adds 2 0DTE ETFs
The actively managed funds went live last week and are powered by coverage call strategies...
MutualFundWire.com -
Wednesday, March 13, 2024
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A Principal Owner Prepares to Retire From a $13.4B-AUM Firm
The C-suiter has already worked with the boutique for about 22 years. His transition is scheduled for next spring...
MutualFundWire.com -
Wednesday, March 13, 2024
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A 13-Year-Old Texas Shop Enters the ETF Biz
The move comes less than four years after the firm's mutual fund debuted...
MutualFundWire.com -
Tuesday, March 12, 2024
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Five of 2024's Most Sustainable Fund Firms
Only the 1,000 largest publicly traded companies qualified for consideration on the list, which is powered by a mutual fund firm's ESG arm...
MutualFundWire.com -
Tuesday, March 12, 2024
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Harbor Doubles Down With an ETF Ally of 18 Months
The teams at the two firms are launching another fund together...
MutualFundWire.com -
Monday, March 11, 2024
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A Gotham AM Adds 2 Magnificent 7 ETFs, And ...
The team at the $38.1-billion-AUM asset manager is also preparing to roll out a third ETF focused on the same stocks...
MutualFundWire.com -
Friday, March 8, 2024
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Defiance, Tidal, and Zega Partner For a 5th ETF, And ...
The folks at the three firms also appear to be prepping two additional ETFs similar to today's new offering...
MutualFundWire.com -
Thursday, March 7, 2024
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4 Months In, a New Suite Reaches $545MM
The seven funds are powered by a pair of Connecticut allies...
MutualFundWire.com -
Thursday, March 7, 2024
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Teaming Up In NJ, Simplify Goes International
The folks at the $3.7-billion-AUM asset manager are expanding their lineup of active ETFs...
MutualFundWire.com -
Wednesday, March 6, 2024
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After 22 Years, an SVP Leaves M*, And ...
The departing executive is joining a Chi-Town ally to RIAs...
MutualFundWire.com -
Tuesday, March 5, 2024
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A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
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In April, a $716B-AUM AM Will Wind Down an ETF
The $14-million fund debuted less than five years ago...
MutualFundWire.com -
Friday, March 1, 2024
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Who Will Take Over the Low-Cost Leviathan?
A 20,000-employee mutual fund titan's chief is preparing to say goodbye, and a key lieutenant is on the rise...
MutualFundWire.com -
Thursday, February 29, 2024
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Size Matters When Seeding ETFs
The folks at a research ally to fundsters offer new data highlight the differing fates of funds launched with different amounts of starting capital...
MutualFundWire.com -
Thursday, February 29, 2024
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Reader Rating: 5
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Near Tampa, a 26-Year Franklin Templeton Vet Exits
The departing sales vet first joined Franklin Templeton in 1997...
MutualFundWire.com -
Thursday, February 22, 2024
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With 15 Strategies, an ETF Shop Surpasses $2B
Updated | A Big Apple startup's team celebrates a big milestone...
MutualFundWire.com -
Wednesday, February 21, 2024
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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 16, 2024
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Calamos Combos Bonds With Options On Stocks
The team at a Chi-Town area fund firm is rolling out their fourth ETF...
MutualFundWire.com -
Thursday, February 15, 2024
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11 Years In, a Cali AM's Chief Passes the Reins
Yet the 29-year company veteran is not saying goodbye to the fund firm just yet...
MutualFundWire.com -
Thursday, February 15, 2024
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A 27-Year Old AM Offers a Bet On EMs, Sans China
The team at $38.1-billion-AUM fund firm is expanding their lineup of leveraged index ETFs...
MutualFundWire.com -
Tuesday, February 13, 2024
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