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11 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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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
Wednesday, May 15, 2024
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.

Week In Preview, May 13 - May 19
Monday, May 13, 2024
This week, the teams at ALFI, ASECA, Envestnet, Expect Miracles Foundation, ICI, IMEA, Informa, MFDF, SEC, and WE will host events.

These ETFs Netted $9.4B, Their Best Week In 5 Years
Tuesday, May 14, 2024
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data.

April Breaks Funds' Five-Month, $279B Inflows Streak
Tuesday, May 14, 2024
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds.

A $314MM-AUM Quartet Trades For a New Brand, And ...
Friday, May 17, 2024
Reader Rating: 5
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.

4.5 Months Post-Transformation, a Muni Fund Reaches $1B
Thursday, May 16, 2024
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager.

Baird Repeats, Upping Inflows By $811MM
Thursday, May 16, 2024
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds.

Despite a $13B Drop, Vanguard Fourpeats
Wednesday, May 15, 2024
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds.

A Gotham Real Estate Hedge Fundster Preps an ETF
Monday, May 13, 2024
A 14-year-old shop is teaming up to enter the ETF space.

A Philly Area Firm Leads With $668MM
Friday, May 17, 2024
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds.

Week In Preview, May 20 - May 27
Monday, May 20, 2024
This week, the teams at the Expect Miracles Foundation, ICI, IDC, IMEA, MFDF, Raymond James, Schwab, and WE will host events.

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  1. 2024 ICI Leadership Summit, May 21-23
  2. MFDF webinar - Mutual Fund Director Compensation: the MPI Annual Survey (2024), May 21
  3. Schwab Institutional Investor Day, May 22
  4. IMEA webinar - Opportunities in the Evolving Wealth Management Market, May 22
  5. Raymond James 2024 Analyst & Investor Day, May 23
  6. WE SoCal - How to Lead With Impact: Fireside Chat With Lorraine Le, May 23
  7. MFDF Conference of Fund Leaders Forum, June 5
  8. MFDF in-person outreach: Continuing Regulatory Impacts on Fund Boards, June 11
  9. MFDF webinar - Digital Assets in the Fund Space (Part 1 of 2), June 12
  10. 2024 MMI Leadership Pathway Seminar, Jun 12-14
  11. 2024 Nicsa Fearless Leadership Symposium, June 12
  12. Expect Miracles East Coast Classic 2024, June 13
  13. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
  14. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
  15. New York YPEM Cornhole Classic, June 25
  16. Morningstar Investment Conference Conference 2024, Jun 26-27
  17. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
  18. MFDF Director Discussion Series - Open Forum via Zoom, July 17
  19. MFDF Director Discussion Series - Open Forum (New York), July 23
  20. 2024 MMI Annual Conference, Oct 15-17
  21. 5th Annual ETFGI Global ETFs Insight Summit, October 29
  22. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
  23. MFDF 2025 Directors' Institute, January 27 - 29, 2025
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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