MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, December 31, 2015 The Most Popular Mutual Fund Stories of 2015 This is what MFWire readers like you were reading about in 2015. These are the ten most-read MFWire stories of the year: 10) "The Most Dominant Fund Company In History" 3/26 - M* guru John Rekenthaler ponders Vanguard versus the shops that previously held the crown in the mutual fund biz. 9) Pioneer Keeps Hiring After Jones Fills two Key Posts 1/7 - The new CEO of the Italian multinational asset manager's U.S. arm brings on an intermediary distribution chief and a marketing and product development chief. 8) And the Winners Are ... Empower, Vanguard, and Many More 3/27 - The stars aligned last night in midtown Manhattan for fundsters from 12 shops and other firms. 7) 7 Titans Swallow 88 Percent of Inflows 4/17 - Morningstar releases mutual fund flow estimates for March 2015, and it looks like a good month for seven mutual fund industry giants. 6) 28 Fund Firms Are Paying Morgan Stanley At Least $1MM 8/11 - The wirehouse releases details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway. 5) Something Is Rotten In the State of Robo-Advisor Valuations 7/23 - Many reporters and financial services insiders alike are entranced by the latest robo-advisor craze. How much are these startups really worth? 4) CapGroup's Rothenberg Dies After Heart Attack 7/22 - The chief of American Funds has died. 3) Principal's Distro Chief Departs 4/24 - The insurance giant's freshly combined asset management and mutual fund arm is saying goodbye to a top exec. 2) Meet the Leaders of Bob Reynolds' 401k Giant 2/6 - Last year the Putnam and Great-West chief combined three retirement plan businesses into one, under the leadership of a key lieutenant. The leadership team for that combined business is taking shape. 1) SEC Targets At Least Two Fund Firms Over Sub-TAs 5/20 - The regulatory agency has reportedly referred cases to enforcement over at least two mutual fund shops and the way they pay for sales with fund assets. Here are the most-read MFWire stories for each month of the year. January Pioneer Keeps Hiring After Jones Fills two Key Posts The new CEO of the Italian multinational asset manager's U.S. arm brings on an intermediary distribution chief and a marketing and product development chief. February Meet the Leaders of Bob Reynolds' 401k Giant Last year the Putnam and Great-West chief combined three retirement plan businesses into one, under the leadership of a key lieutenant. The leadership team for that combined business is taking shape. March And the Winners Are ... Empower, Vanguard, and Many More The stars aligned last night in midtown Manhattan for fundsters from 12 shops and other firms. April Principal's Distro Chief Departs The insurance giant's freshly combined asset management and mutual fund arm is saying goodbye to a top exec. May SEC Targets At Least Two Fund Firms Over Sub-TAs The regulatory agency has reportedly referred cases to enforcement over at least two mutual fund shops and the way they pay for sales with fund assets. June Who Will Buy This Insurer's $14.6B Mutual Fund Shop? Sources tell MFWire and Reuters that an East Coast-based insurance company has put its $20B asset manager on the block. July CapGroup's Rothenberg Dies After Heart Attack The chief of American Funds has died. August 28 Fund Firms Are Paying Morgan Stanley At Least $1MM The wirehouse releases details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway. September A McKinsey Alum Takes Over the Fourth Largest U.S. Retail Asset Management Biz Yet the old chief isn't going anywhere just yet. October Russell Finds a Buyer The LSE finds someone to take Russell off their hands. November Northern Trust Pilots a New SunGard Tool The Chitown-based shop was the first client to licenses a new workflow tool for fund accounting. Meanwhile, they're adapting to the new money market regs. December For $1B, American Century Gains a New Backer CIBC is selling its 41-percent stake in the Midwestern asset manager to a financial services giant on the other side of the world. Printed from: MFWire.com/story.asp?s=53201 Copyright 2015, InvestmentWires, Inc. All Rights Reserved |