MutualFundWire.com: The 19 Most Popular MFWire Stories of 2019
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Tuesday, December 31, 2019

The 19 Most Popular MFWire Stories of 2019


Here are the 19 most popular MFWire stories of 2019.

Kristi Lynn Mitchem
BMO Global Asset Management
CEO
19) An $85B-AUM AM's Equity Chair Departs, October 9 - Bill Mahler, equity asset management chairman at Robert W. Baird, left the firm after conduct that didn't fit expectations, according Baird's overall chairman and its CEO.
18) Will Federated Buy a $54.6B Shop?, May 2 - Unnamed sources reportedly said that the publicly traded fund firm was in talks with PNC about buying an asset management unit from the bank. A week later, the two firms unveiled a deal for Federated to buy part of PNC Capital Advisors. The deal closed last month.

17) So Much For That $1.6T Asset Management Merger, May 14 - The UBS asset management-DWS merger talks reportedly stalled.

16) An NYC Fund Firm Lays Off Dozens, July 3 - The JPMAM team filed to lay off 52 of its NYC employees at the end of September.

15) Calamos Drums Up a Midwestern Acquisition, January 23 - Calamos Investments agreed to buy a growth equity shop in Milwaukee.

14) An M* Vet Takes Over a Midwestern Fund Firm, July 12 - The board of Diamond Hill picked Heather Brilliant to take over as CEO in September.

13) Two Asset Management Deals That Weren't, April 23 - Victory's planned purchase of Harvest Volatility Management fell through, and a senior Wells Fargo exec insists they won't be selling off WFAM any time soon.

12) Who Gained Market Share In 2018?, January 31 - Vanguard, BlackRock, and Fidelity swallowed a bigger piece of 2018's AUM pie.

11) Putnam's Parent Refocuses Its U.S. Biz On Three Units, January 25 - Great-West agrees to sell most of its individual life insurance and annuity business.

10) This New Fund Firm Won the 2018 Flows Race In Just Two Months, January 24 - Morningstar led the 2018 inflows race among the smallest fund firms.

9) What Jobs Is This $538B Asset Manager Moving?, February 20 - A local pub highlights the breakdown of the 1,050 jobs that AllianceBernstein will bring to Nashville by the end of 2022.

8) A Triumvirate Cedes Power to a Sole CEO, January 31 - Marc Mayer took over as sole CEO of Manning & Napier.

7) Only Two Firms Added more Than $10B In 2018, January 17 - The biggest MF and ETF AUM winners of 2018 were Charles Schwab and Edward Jones' Bridge Builder.

6) The Invesco-OpFunds Deal Closes, and More Chips Fall, May 28 - With 2019's biggest merger closing, the fates of more OppenheimerFunds C-suiters came to light.

5) Will Two Banks Create a $1.5T Asset Management Titan, April 5 - Earlier rumors (see above) about UBS considering combining its asset management business with DWS.

4) T. Rowe, Fidelity, Pimco, and OpFunds Crush It In Gotham, March 8 - Refinitiv's Lipper team hosts their annual U.S. fund awards dinner.

3) A 13-Year Neuberger Vet Dies, April 26 - A PM and partnership committee member passed away.

2) Expect Miracles Takes Manhattan For a Fifth Time, January 25 - The cancer-fighting charity crosses the $10-million mark for donations to cancer-fighting research.

1) A San Fran Fundster Takes Over a $320B AUM Multinational, January 23 - Kristi Mitchem was hired to take over as BMO GAM CEO in March.


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