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Rating:The Most Popular Stories of 2020 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, December 31, 2020

The Most Popular Stories of 2020

Reported by Neil Anderson, Managing Editor

Here's a look back on 2020 and the most-read stories each month in the advisor-sold asset management industry.

Jennifer M. "Jenny" Johnson
Franklin Resources, Inc.
President, CEO
The 16 Most-Admired Fund Firms (January 23)
A number of U.S. asset managers (and parents of U.S. asset managers) landed on a business magazine's new list.

Franklin Buys an $806B-AUM Rival (February 18)
The $4.5-billion, all-cash deal was expected to close in Q2.

Help FAs Navigate the Crisis (March 20)
A trade group offered advisors perspectives from a host of different asset managers.

A Consultant to Fundsters Dies (April 30)
He co-founded a consulting firm that has supported some of the world's biggest asset managers.

A Multi-Boutique's Ex-CEO Dies At 59 (May 28)
The executive was a founding principal at the publicly traded, acquisitive asset manager.

A Putnam C-Suite Alum Joins a Fund Firm's Parent's Board (June 5)
The exec also sits on a board for an ETF family and a BDC.

The Neuberger Team Mourns an Ex-MF Chief (July 24)
The former exec spent more than 38 years at the Gotham asset manager.

Time to Prepare Now for the Future of Wholesaling (August 10)
A reader shared what she was hearing from sales manager about how they're preparing.

A Subadvised Startup Opens, With an ESG Quant Ally (September 29)
The entrepreneurs are also teaming up with an active ETF player and a series trust.

Trump or Biden? Gundlach Predicts (October 29)
Yet the DoubleLine chief said he wasn't as confident as he was when he called it in 2016.

Victory Will Buy a 38-Year-Old Equity Team (November 5)
The deal will add a tenth investment franchise to the publicly traded multiboutique.

Bye, Bye, Pioneer, Except ... (December 1)
Amundi is rebranding its U.S. asset management arm. 

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  1. IDC Webinar: The Future of the Workplace - April 2021, April 23
  2. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  3. IMEA In Session - Post-Covid Sales Coverage, April 27
  4. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  5. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  6. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  7. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  8. ICI 2021 General Membership Meeting - Day 1, May 6
  9. Emerging Manager Forum USA, May 12-14
  10. ICI 2021 General Membership Meeting - Day 2, May 13
  11. 2021 FINRA Annual Conference, May 18-20
  12. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  13. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  14. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  15. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  16. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  17. ICI 2021 Operations and Technology Conference, May 20
  18. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  19. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  20. IDC 2021 Virtual Fund Directors Workshop, June 3
  21. MFDF 2021 Fund Governance & Regulatory Insights Conference, Jun 10-11
  22. MFDF webinar - Proposed HSR Rule Changes: Impact on Asset Management, June 17

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