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Rating:12 of MFWire's Most Popular Stories of 2022 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 30, 2022

12 of MFWire's Most Popular Stories of 2022

Reported by Andrew Lusk

Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:

January
Pondering a Robo's $1.4B Price Tag (January 27)
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.

Eduardo A. Repetto
Avantis Investors
Chief Investment Officer
February
From $5B to $10B in 10 Months (February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.

March
The 29 Most Influential Women in the U.S. Fund Biz (March 8)
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.

April
A $231B-AUS Firm Adds a Small Cap Fund (April 6)
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.

May
A $2.6T-AUM Firm Debuts Its 41st ETF (May 5)
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.

June
An 85-Year-Old Firm Preps 8 ETFs (June 8)
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.

July
MMI Pushes a Conference Back Four Months (July 20)
An industry trade group moves a key in-person event to the fall at members' requests.

August
A Gotham PM Dies at 42 (August 11)
Insiders mourn the loss of a New York City ETF expert.

September
Fundsters Golf to Support DEI (September 13)
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.

October
20 Fund Firms Win Big With FAs (October 5)
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.

November
An Ex-PIMCO EVP Co-Founds an RIA (November 2)
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.

December
In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm (December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 

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  1. Nicsa webinar - New research by Alex Edmans and the Diversity Project - The Power of diverse thinking: How the best teams make decisions, July 1
  2. MFDF Director Discussion Series - Open Forum, July 9
  3. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 10
  4. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  5. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  6. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  7. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  8. MFDF webinar - ETF Conversions, July 17
  9. MFDF Director Discussion Series - Open Forum (New York), July 22
  10. MFDF Ask Anything webinar - AI Edition, July 24
  11. MFDF webinar - Use of Derivatives by RICs, July 29
  12. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  13. Samfund Soiree Boston 2025, August 21
  14. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  15. ICI ETF Conference, Sep 8-10
  16. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  17. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  18. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  19. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  20. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  21. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  22. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  23. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  24. 10th annual Fuse Forum, October 8
  25. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  26. 2025 MMI Annual Conference, Oct 15-17




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