News Stories Archives - Since 1998
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Schwab Pulls Ahead With $10.4B
The M* team updates U.S. flows data for February 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
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Active Inflows Return After a 28-Month Gap
The M* team updates U.S. flows data for February for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 26, 2024
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Vanguard Stays In Front, Despite an $8B Drop
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 20, 2024
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2024's Eight Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to asset management industry insiders...
MutualFundWire.com -
Wednesday, March 6, 2024
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Fidelity Repeats As These Inflows Rise By $44B
The M* team updates U.S. flows data for January 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, February 28, 2024
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Active Outflows Shrink By 96 Percent, And ...
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 27, 2024
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With a $15B Spike, Vanguard Regains the Lead
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 22, 2024
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These Funds Made a $1.025T 2023 Comeback
The M* team updates U.S. flows data for December 2023 for money market mutual funds...
MutualFundWire.com -
Tuesday, January 30, 2024
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December Was a $118B Passive Month
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, January 26, 2024
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An 18-Index Boutique's Chief Joins Its Acquirer
The deal closed last month and boosts the assets powered by the acquirer to nearly $19 billion...
MutualFundWire.com -
Tuesday, October 3, 2023
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Active Outflows Climb 41 Percent In a Month, And ...
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 27, 2023
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With $1.998B, Schwab Regains the Lead
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 20, 2023
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Seven Fund Firms Win On a 2023 List
A business magazine teams up with a workplace culture specialist to recognize 100 employers in financial services and insurance...
MutualFundWire.com -
Tuesday, September 12, 2023
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JPMAM Threepeats, and BlackRock Repeats
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 23, 2023
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Goldman Leads With $854MM
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 16, 2023
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Schwab Dominates As Large Firm Outflows Shrink By 89 Percent
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 20, 2023
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JPMAM Takes the Active Inflows Lead With $5.5B
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 28, 2023
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Bridge Builder's Inflows Triple As Large Firms' Outflows Rise
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 21, 2023
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Pimco Agrees to Pay $9MM Over a $1.9B-AUM Fund Duo
The SEC smites the bond fund titan over disclosure and fee waiver issues from from five to 12 years ago...
MutualFundWire.com -
Wednesday, June 21, 2023
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Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com -
Friday, May 26, 2023
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Reader Rating: 5
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With $1.4B, Fido Takes the Active Inflows Lead
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 23, 2023
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Pimco Adds an Active Commodity Fund
The new ETF includes five PMs and debuted on Tuesday...
MutualFundWire.com -
Thursday, May 11, 2023
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Fidelity Repeats With $31B
The M* team updates U.S. flows data for February 2023 for money market mutual funds...
MutualFundWire.com -
Tuesday, March 28, 2023
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2023's Nine Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 135 companies, including several that should be familiar to asset management industry insiders...
MutualFundWire.com -
Tuesday, March 14, 2023
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JPMAM Threepeats With $6B
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 27, 2023
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With $5.2B, Schwab Threepeats
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds...
MutualFundWire.com -
Thursday, February 16, 2023
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32 Months, $1B In AUM, 16 Funds
A multinational's ETF business crosses into ten-figure territory...
MutualFundWire.com -
Thursday, February 16, 2023
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Vanguard Leads an Inflows Pack and an Outflows Pack. Wait, What?
The M* team updates U.S. flows data for December 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, January 30, 2023
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Schwab Dominates, Raking In $38B
The M* team updates U.S. flows data for December 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 19, 2023
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11 Months, $205B In Outflows
The M* team updates U.S. flows data for November 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 16, 2022
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One Month, $102B In Net Outflows
The M* team updates U.S. flows data for October 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 22, 2022
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An Insurer's ETF Arm Leads With $99MM
The M* team updates U.S. flows data for October 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 21, 2022
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Barings, Allianz, and Broadridge Bet $10MM On an Ally to Fundsters
The freshly rebranded distribution specialist now supports nearly 60 asset managers, and the growth equity round values the firm at about $50 million...
MutualFundWire.com -
Wednesday, November 16, 2022
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Large Firms Dominate October Outflows
The M* team updates U.S. flows data for October 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 15, 2022
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A 28-Year Allianz and Pimco Vet Joins AB
The new hire will focus on subadvisory business for the asset manager...
MutualFundWire.com -
Thursday, October 27, 2022
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With $17B, Schwab Leads Again
The M* team updates U.S. flows data for September 2022 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 26, 2022
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Nine Percent of Large Firms Net Inflows
The M* team updates U.S. flows data for September 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 18, 2022
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Schwab Leads With $19.9B
The M* team updates U.S. flows data for August 2022 for money market mutual funds...
MutualFundWire.com -
Wednesday, September 28, 2022
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These Firms' Flows Improved By $26B In Two Months
The M* team updates U.S. flows data for August 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, September 19, 2022
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Five Fund Firms Win As Great Fin Services Place to Work In 2022
A business magazine teams up with a workplace culture specialist to recognize 100 employers in financial services and insurance...
MutualFundWire.com -
Tuesday, September 13, 2022
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Money Funds Rake In $29B
The M* team updates U.S. flows data for July 2022 for money market mutual funds...
MutualFundWire.com -
Wednesday, August 24, 2022
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Five Fund Firms Are Among the Top Workplaces of 2022
A tech company's team recently recognized a host of companies across six broad sectors of the economy...
MutualFundWire.com -
Wednesday, August 17, 2022
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Reader Rating: 5
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Schwab's Inflows Triple to $4.605B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 15, 2022
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34 Years In, a Series Trust Gains Its First CEO
The trust's prior president, who leads two other companies, is staying on as chief compliance officer...
MutualFundWire.com -
Wednesday, August 10, 2022
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A $322B-AUM Firm Will Buy In CT
The deal is expected to close next quarter, and pricing and terms have not been publicly disclosed...
MutualFundWire.com -
Tuesday, August 9, 2022
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An EVP Carves His Own Path Post-Pimco
A distro executive leaves the SoCal shop after 11 years...
MutualFundWire.com -
Thursday, July 28, 2022
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With a Deal's Close, a $322B-AUM Firm Gains a Backer
69 days after the possibility was first unveiled, a publicly traded firm's asset management arm has purchased the bulk of a multinational's U.S. asset management business and launched a new strategic partnership...
MutualFundWire.com -
Tuesday, July 26, 2022
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Large Firms Account For All the Industry's 2022 Net Outflows
The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 20, 2022
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A $370B-AUM Pair Are Officially Engaged
The definitive agreement follows a memorandum of understanding last month. The combined asset manager will be 76-percent owned by one side and 24-percent owned by the other...
MutualFundWire.com -
Tuesday, June 14, 2022
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An Ex-CEO Fundster Will Advise a $121B-AUM Firm
The 70-percent employee-owned firm is based on the East Coast...
MutualFundWire.com -
Wednesday, May 25, 2022
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Only One-Eighth of Large Firms Net Inflows
The M* team updates U.S. flows data for April 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 20, 2022
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Under SEC Fire, a $120B-AUM Biz Will Sell
The deal is expected to boost a publicly traded firm's asset management arm to about $370 billion in AUM...
MutualFundWire.com -
Wednesday, May 18, 2022
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Reader Rating: 5
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Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 18, 2022
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Schwab's Five-Month-Old Lead Widens
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 15, 2022
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Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com -
Thursday, March 10, 2022
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A Product Strat SVP Joins a $102B-AUM Firm
The executive most recently spent nearly 11 years with Allianz Global Investors...
MutualFundWire.com -
Wednesday, February 9, 2022
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This Group's Inflows Fall Fourfold
The M* team updates U.S. flows data for October 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 16, 2021
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Pimco and an Eaton Vance Exec Win Big
A trade group honors three firms and one industry insider at its annual conference...
MutualFundWire.com -
Thursday, October 28, 2021
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Large Firms' Marketshare Jumps to 31 Percent
The M* team updates U.S. flows data for September 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 15, 2021
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BlackRock and J.P. Morgan Win Big
A publication honors 21 U.S. ETF shops and 21 of their service providers...
MutualFundWire.com -
Thursday, October 7, 2021
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A $2.9T-AUM Duo's Chief May Be Exiting
The exec initially took over the post five years ago...
MutualFundWire.com -
Tuesday, September 21, 2021
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Reader Rating: 5
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Pimco's Inflows Double
The M* team updates U.S. flows data for August 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 14, 2021
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After 18 Years, a Director Exits AllianzGI
The move comes after the firm sold its U.S. retail business...
MutualFundWire.com -
Wednesday, April 28, 2021
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What Are the Five Best Fund Firms to Work At?
A business magazine's latest list includes four firms with mutual fund or ETF businesses...
MutualFundWire.com -
Tuesday, March 30, 2021
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Thornburg Preps SMID Products
The move follows the hiring of two PMs and an addition to the board...
MutualFundWire.com -
Wednesday, March 17, 2021
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Reader Rating: 5
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com -
Friday, March 12, 2021
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A $402B-AUM Multinational Hires a Client Experience Chief
The exec will be based on the other side of the pond...
MutualFundWire.com -
Tuesday, March 9, 2021
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2021's Nine Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 135 companies, including several that should be familiar to fundsters...
MutualFundWire.com -
Thursday, February 25, 2021
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Near Gotham, a $4.3B-AUM Fund Firm Sells
The deal is expected to close in the second half of 2021...
MutualFundWire.com -
Tuesday, February 2, 2021
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Nicsa Members Update Their Board
A Columbia Threadneedle exec takes over the trade group's governing body, and six new members join...
MutualFundWire.com -
Wednesday, October 14, 2020
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John Carroll Resurfaces to Support Two Trade Groups
The fundster joins a non-profit as head of its national accounts team...
MutualFundWire.com -
Wednesday, September 16, 2020
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Reader Rating: 5
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After 13 Years, an AllianzGI Director Moves On
The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM...
MutualFundWire.com -
Wednesday, September 2, 2020
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El-Erian Will Guide This $4.75B-AUM Shop
The ex-Pimco chief has been an investor in the firm since last year...
MutualFundWire.com -
Thursday, July 23, 2020
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An Ex-AllianzGI MD Joins an Equity Income Shop
Corrected | The new hire serves as the Southeastern firm's national accounts and institutional sales chief...
MutualFundWire.com -
Friday, July 17, 2020
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Reader Rating: 5
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Virtus Adopts a $23B-AUM U.S. Biz
The adopter will keep the other asset manager on a subadvisor to the mutual funds and retail SMAs. The deal could boost the multiboutique's mutual fund AUM by 40 percent...
MutualFundWire.com -
Tuesday, July 7, 2020
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Week In Preview, June 28 - July 5
This week, the teams at FIASI and Nasdaq are hosting events...
MutualFundWire.com -
Monday, June 29, 2020
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AllianzGI Consolidates Multi-Asset Leadership
After 12 years at Allianz, an executive says goodbye...
MutualFundWire.com -
Thursday, June 11, 2020
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After 14 Years, a Senior PM Leaves Allianz
The multinational asset manager is shifting a strategy to a different team. ..
MutualFundWire.com -
Monday, June 8, 2020
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As Eu Exits, an AllianzGI Leader Heads For the U.S.
Meanwhile, leadership at the multinational asset manager is reorganizing its fixed income business...
MutualFundWire.com -
Wednesday, June 3, 2020
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After 12 Years, an Allianz MD Departs
The exec is based in the Gotham area...
MutualFundWire.com -
Monday, April 27, 2020
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SSGA and WCM Had a Strong March
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 22, 2020
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King Lands, Post-Foresters
He takes an institutional distribution leadership role at an Indiana firm...
MutualFundWire.com -
Tuesday, April 14, 2020
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A Cali EVP Retires After a 35-Year Career
She worked with the company for a year and with its sibling for 18...
MutualFundWire.com -
Tuesday, April 7, 2020
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Nine Years In, a Pimco EVP Exits
His duties are being absorbed by the broader team...
MutualFundWire.com -
Monday, April 6, 2020
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Two Big Firms Go Partly Remote
Like other businesses, some asset managers are encouraging some employees to work from home in light of the coronavirus pandemic...
MutualFundWire.com -
Thursday, March 12, 2020
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Wittwer Hires an Advisor Distro Chief
He brings a veteran of the U.S. fund industry to the Swiss firm's business on this side of the pond...
MutualFundWire.com -
Monday, February 24, 2020
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Reader Rating: 5
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A $615B-AUM AM's Chief Splits the Reins
The multinational's dual leadership handoff is scheduled for January 1...
MutualFundWire.com -
Friday, November 15, 2019
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Week In Preview, November 11-17
This week the teams at Expect Miracles, FolioFinancial, ICI, informa, InvestmentNews, Litman Gregory, and NYFWA are hosting events...
MutualFundWire.com -
Monday, November 11, 2019
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Week In Preview, November 4-10
This week the teams at the Active Investment Company Alliance, BofA, ICI, JPMAM, MFDF, Pictet, Schwab, and the SEC are hosting events, and several mutual fund firms' parents are releasing earnings...
MutualFundWire.com -
Monday, November 4, 2019
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The Three Most Diverse and Inclusive Asset Managers
One U.S. asset manager and two U.S. asset managers' parents land in the top 10 on a list of the "top 100 most diverse and inclusive organizations globally."..
MutualFundWire.com -
Wednesday, September 18, 2019
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Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com -
Monday, September 9, 2019
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JPMAM Hires an Allianz GI Legal Vet
The news breaks after William Healey recently retired from Allianz GI...
MutualFundWire.com -
Tuesday, September 3, 2019
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A Top Allianz Finance Exec Retires
After 12 years with the company, an executive departs...
MutualFundWire.com -
Tuesday, July 23, 2019
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The Queen Meets a Fundster-Turned-Academic
The 93-year-old monarch also plants a tree and visits a hospital...
MutualFundWire.com -
Thursday, July 18, 2019
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An Allianz Lawyer Retires
After serving nearly 14 years, an Allianz vet walks away...
MutualFundWire.com -
Wednesday, July 10, 2019
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An Analytics and Sales Exec Leaves Allianz
The head of sales enablement and analytics has departed from Allianz...
MutualFundWire.com -
Friday, June 21, 2019
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A Columbia Wholesaling Vet Enters Retirement
11 years with Columbia Threadneedle Investments comes to a close for this regional VP...
MutualFundWire.com -
Monday, June 10, 2019
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A Fundster Will Take Over Part of Cambridge
Next year, the exec will lead a 571-year-old college...
MutualFundWire.com -
Wednesday, May 29, 2019
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The Fundster 401k Roundup, May 3-17
Check out the latest news from the defined contribution side of the business...
MutualFundWire.com -
Friday, May 17, 2019
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Will Deutsche Merge DWS With a $785B Shop?
Rumors heat up about two multinational banking giants and their asset management arms...
MutualFundWire.com -
Wednesday, April 24, 2019
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