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News Stories Archives - Since 1998
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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Two More Billionaire Fundsters Make a Pledge
They're signing on with Warren Buffett, Bill Gates, three fundsters before them, and a host of other rich individuals around the world...
MutualFundWire.com -
Thursday, May 31, 2018
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BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 2018...
MutualFundWire.com -
Wednesday, May 30, 2018
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ICI's Diamond GMM, Day Two
The mutual fund industry trade group's 60th annual conference continues in the nation's capital...
MutualFundWire.com -
Wednesday, May 23, 2018
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Week In Preview, May 21-28
The teams at FINRA, the ICI, and the MFDF are all hosting events this week...
MutualFundWire.com -
Monday, May 21, 2018
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Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com -
Monday, April 30, 2018
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This Asset Manager's Public Parent Is Still On the Hunt
The chief of a multinational asset manager's publicly traded parent confirms that he is still searching for acquisitions...
MutualFundWire.com -
Wednesday, April 25, 2018
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A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com -
Wednesday, April 18, 2018
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Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com -
Wednesday, April 11, 2018
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Manning Passes the Reins to a Triumvirate
A trio of top executives will take over as co-CEOs of the publicly traded asset manager in upstate New York...
MutualFundWire.com -
Tuesday, March 13, 2018
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Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com -
Thursday, March 08, 2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 5
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Who Gained Market Share In 2017?
M* Direct updates AUM and market share data for the full 2017 calendar year...
MutualFundWire.com -
Friday, February 02, 2018
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Two Fund Firms, One $555B Year
M* releases fund flows estimates for all of 2017...
MutualFundWire.com -
Thursday, January 25, 2018
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BlackRock Leads the ETF Strategist Pack in Q3 Growth
BlackRock dominated ETF strategist growth in the third quarter and has surpassed Windhaven in asset size. ..
MutualFundWire.com -
Monday, January 08, 2018
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A 30-Year Columbia Vet Helps Launch a Private Wealth Group
He's now part of annuity giant's first efforts in the private wealth and trust channel...
MutualFundWire.com -
Wednesday, January 03, 2018
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Reader Rating: 5
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Trump Has His Eye On Two Top Pimco Vets
A dark horse Pimco alumnus did not land the President's nomination to take over the Fed next year, but two other Pimco-connected execs are rumored to be in the running for the Fed's number two spot...
MutualFundWire.com -
Thursday, December 28, 2017
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Trump's SEC and EBSA Picks Got Early Christmas Presents on the Hill
The tax bill isn't the only thing the Senate approved last week...
MutualFundWire.com -
Tuesday, December 26, 2017
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Guggenheim Rocks October as Two Titans Keep Gobbling
Two firms continue to dominate net inflows for mutual funds and ETFs, yet they weren't the only ones who had a big month...
MutualFundWire.com -
Monday, November 27, 2017
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Week In Preview, November 27-December 3
Hennessy Funds and High Water Women are both coming to the Big Apple this week...
MutualFundWire.com -
Monday, November 27, 2017
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At $50B and Counting, a Fund-in-a-Box Shop Phases In a New Effort
A mutual fund series trust and back-office provider has formed a relationship management team to give its clients a day-to-day point of contact...
MutualFundWire.com -
Friday, November 24, 2017
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A 19-Year Waddell Vet Succeeds Butch at Ivy
Tom Butch is leaving the Midwestern fund firm and its brokerage parent. Phil Sanders has promoted a pair of execs to fill Butch's shoes...
MutualFundWire.com -
Wednesday, November 22, 2017
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Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com -
Monday, November 13, 2017
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Week In Preview, November 6-12
Baron Funds, DST kasina, the Expect Miracles Foundation, an ETF startup, the ICI, InvestmentNews, the MFEA, and the New York Financial Writers' Association are all hosting events this week...
MutualFundWire.com -
Monday, November 06, 2017
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OppFunds and Columbia Threadneedle Win Big in Chitown
Last night was also a big night for Aberdeen Standard, Franklin Templeton, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna Capital, T. Rowe Price and 26 other firms...
MutualFundWire.com -
Thursday, October 26, 2017
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Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com -
Monday, October 23, 2017
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New Fund Fuss - October 13, 2017
A roundup of recent launches and other industry news...
MutualFundWire.com -
Friday, October 13, 2017
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Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Thursday, October 12, 2017
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The ETF Strategist Space Crowns a New King
Mutual fund and ETF giants now lead another niche by AUM...
MutualFundWire.com -
Monday, October 09, 2017
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Week In Preview, October 9-15
AIMSE, Carson Group Coaching, Expect Miracles, Irish Funds, and Tiburon are all hosting events this week...
MutualFundWire.com -
Monday, October 09, 2017
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Filings For Fundsters 10-6-2017
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MutualFundWire.com -
Friday, October 06, 2017
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Follow the Fundsters - September 26, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Tuesday, September 26, 2017
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Filings For Fundsters - September 21, 2017
The latest mutual fund industry filings with the SEC .....
MutualFundWire.com -
Thursday, September 21, 2017
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An ETF Shop Bets on Blockchain
A publicly traded asset manager in Texas makes a strategic investment into a firm north of the border...
MutualFundWire.com -
Tuesday, September 19, 2017
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Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com -
Tuesday, September 05, 2017
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Week In Preview, 9/5-10
It's almost 401(k) day!..
MutualFundWire.com -
Tuesday, September 05, 2017
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Vanguard and BlackRock Eclipse the Competition, Again
An analysis on the flows of the top 50 fund firms in the industry. ..
MutualFundWire.com -
Monday, August 21, 2017
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Filings for Fundsters - August 21, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, August 21, 2017
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A Utah Fund Firm Shutters
The five-year-old shop also liquidated its sole mutual fund...
MutualFundWire.com -
Monday, August 07, 2017
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Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com -
Monday, July 24, 2017
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Week In Preview, July 17-23
401k plan advisors are pulling a Jimmy Stewart and going to Washington...
MutualFundWire.com -
Monday, July 17, 2017
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A $10.7B Shop Hunts for Subadvisory Biz After a Win
The Chi-Town asset manager is now one of three subadvisors on the fund.....
MutualFundWire.com -
Thursday, July 13, 2017
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20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com -
Thursday, July 13, 2017
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Filings for Fundsters - July 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, July 10, 2017
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AmCentury Shortens an Alt Fund's Subadvisor Lineup
Four companies now subadvise the fund which has $55.6M in AUM...
MutualFundWire.com -
Thursday, July 06, 2017
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Vanguard Retakes the Lead, and Schwab and Oakmark Also Rake It In
M* release fund flow data for May 2017...
MutualFundWire.com -
Thursday, June 29, 2017
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Has Trump Picked Someone For That Final SEC Commish Spot?
A Columbia law professor is reportedly the "leading contender" for the open Democratic seat atop the regulatory agency...
MutualFundWire.com -
Thursday, June 29, 2017
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20 Months Later, Trump Might Pick a Familiar SEC Nominee
To fill one of the two open spots on the commission, word is that the President is likely to choose an academic who worries about the consolidating B-D world and the DoL rule...
MutualFundWire.com -
Tuesday, June 20, 2017
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Follow the Fundsters - June 14, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Wednesday, June 14, 2017
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Will an ICI-Adjacent SEC Vet Replace Grim?
Jay Clayton has reportedly picked a new chief for the regulatory agency's division of investment management. And the last name should ring some bells for fundsters...
MutualFundWire.com -
Thursday, June 08, 2017
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Week In Preview, May 30-June 4
Advisors in Sin City, fixed income folk in Gotham, and 401(k) recordkeepers outside our nation's capital...
MutualFundWire.com -
Tuesday, May 30, 2017
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Langlois Joins a Fidelity Subsidiary
The Fidelity exec left early this month. ..
MutualFundWire.com -
Thursday, May 18, 2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com -
Wednesday, May 17, 2017
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ICI GMM 2017 Wrap Up
After two days of sessions and networking, the mutual fund industry trade group's flagship Washington, D.C. conference will wind down this morning after a regulatory discussion from the chief and more...
MutualFundWire.com -
Friday, May 05, 2017
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Who Will Gilbert Bolt On Next?
The Aberdeen chief talks on the main stage at the ICI GMM and hints at his plans for all that free cash flow after Aberdeen and Standard Life...
MutualFundWire.com -
Thursday, May 04, 2017
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The Institutionalization of Retail Is Accelerating
Fundster panelists on the ICI GMM main stage speak about the future of asset management...
MutualFundWire.com -
Thursday, May 04, 2017
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Truscott Rallies Fundsters to Strengthen the Retirement System
The Columbia Threadneedle chief and current ICI board chair speaks at the trade group's giant annual GMM...
MutualFundWire.com -
Wednesday, May 03, 2017
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Week In Preview: ICI GMM and More
Paul Schott Stevens and his team are bringing fundsters back to D.C. this week. AIMSE, Envestnet, Gerstein Fisher, IMCA, and the PSCA are also holding events...
MutualFundWire.com -
Monday, May 01, 2017
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Week In Preview: Fundsters Gather in NYC and Directors in DC
FRA, kasina, MFDF, and NAGDCA are all holding events this week...
MutualFundWire.com -
Monday, April 17, 2017
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18 ETF Shops Double Their AUM, Or Better
Nearly one quarter of the ETF issuers in the business increased their assets by at least 100 percent in 2016. And seven of those fast-growing shops have more than $1 billion in AUM...
MutualFundWire.com -
Monday, March 27, 2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com -
Friday, March 24, 2017
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Reader Rating: 3
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A Fund-Selector-Focused Startup Comes A-Knockin'
This European tool could provide an upgrade to how fund selectors in the U.S. perform due diligence...
MutualFundWire.com -
Friday, March 17, 2017
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13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com -
Friday, March 17, 2017
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Truscott Shifts Columbia's RIA Distro
The move comes as a 30-year company veteran is preparing to leave the Ameriprise subsidiary...
MutualFundWire.com -
Thursday, March 16, 2017
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Is This the Biggest Threat to the Mutual Fund Industry?
Fundsters vote on what keeps them up at night, both industry issues and world ones...
MutualFundWire.com -
Wednesday, March 15, 2017
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PwC and Northern Trust Help Fundsters Say Goodbye to Palm Desert
The final day of the 2017 ICI MFIM conference begins, after a final night of industry networking events at what will be the last such conference here, at least for a few years...
MutualFundWire.com -
Wednesday, March 15, 2017
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Sloane Expands USAA's Key Account and Investment Resource Teams
The Texas mutual fund shop's third-party distro chief welcomes two more people to his team...
MutualFundWire.com -
Thursday, February 16, 2017
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A Deep Dive Into Fidelity's New Platform
MFWire reveals pricing and possible participants for the new "iNTF program". More than 30 firms and 1,100 CUSIPs are already available, and Carolyn Clancy says they're looking to add even more...
MutualFundWire.com -
Wednesday, February 15, 2017
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IMCA Gathers During a Big Apple Blizzard
The investment management consulting trade group kicks off its 2017 investment advisor forum today...
MutualFundWire.com -
Thursday, February 09, 2017
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Filings for Fundsters - February 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, February 03, 2017
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Filings for Fundsters - January 27, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, January 27, 2017
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In Memoriam 2016
MFWire remembers the fundsters we lost this year...
MutualFundWire.com -
Friday, December 30, 2016
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Reader Rating: 5
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The Race For Pioneer Comes Down to Three
The field has reportedly narrowed to a trio of bidders in UniCredit's auction of its multinational asset management arm...
MutualFundWire.com -
Tuesday, November 29, 2016
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Filings for Fundsters - November 25, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, November 25, 2016
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UniCredit Shops Pioneer: A Timeline
The latest updates on UniCredit's Pioneer deal!..
MutualFundWire.com -
Monday, November 14, 2016
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Will Columbia Threadneedle Win Round Two of This Multinational Auction?
Word is that the latest bids for a $252B asset manager were due yesterday...
MutualFundWire.com -
Thursday, November 10, 2016
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Fundsters Meet in Beantown as Directors Meet in Chitown
The IDC and Informa are both kicking off conferences today...
MutualFundWire.com -
Tuesday, October 25, 2016
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Aberdeen and OpFunds Win Big in Chicago
Fundsters gathered last night in the Windy City for an industry trade group's annual awards bash...
MutualFundWire.com -
Wednesday, October 19, 2016
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An ETF and Mutual Fund Reporter Refocuses Elsewhere
The WSJ makes several financial services reporter additions, including one from a sister publication...
MutualFundWire.com -
Thursday, October 13, 2016
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Filing for Fundsters - September 21, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, September 21, 2016
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Filings for Fundsters - September 8, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Thursday, September 08, 2016
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Filings for Fundsters - August 24, 2016
A compilation of recent SEC filings...
MutualFundWire.com -
Wednesday, August 24, 2016
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Here Are the Nine Fund Firms On LPL's New NTF Platform
The platform is scheduled to roll out on December 1...
MutualFundWire.com -
Wednesday, August 24, 2016
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Reader Rating: 5
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Preview of LPL Focus 2016
This weekend LPL will kick off its giant annual conference in its West Coast hometown...
MutualFundWire.com -
Friday, August 19, 2016
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Filings For Fundsters - August 18, 2016
The latest SEC filings in the industry!..
MutualFundWire.com -
Thursday, August 18, 2016
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Pondering Columbia Threadneedle's Multiboutique Feel
M* digs into the culture of Ameriprise's asset management arm...
MutualFundWire.com -
Wednesday, July 20, 2016
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A Manning C-Suiter Switches Industries
One of the publicly-traded mutual fund shop's top dogs is leaving after nearly five years with the company...
MutualFundWire.com -
Thursday, July 14, 2016
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Fundsters Embrace Meta Smart Beta
Barron's highlights the rise of the next generation of strategic beta ETFs...
MutualFundWire.com -
Tuesday, July 12, 2016
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Vanguard Adds Legal Expert
A former Citi attorney is coming to Vanguard. ..
MutualFundWire.com -
Friday, July 08, 2016
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As Schroders Does a U.S. Deal, Two Distro Execs Shift
A 10-year company veteran is moving on from the U.S. arm of the publicly-traded, British multinational asset manager. And another distro exec's role is changing...
MutualFundWire.com -
Wednesday, June 22, 2016
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2016 ICI GMM In Pictures
About 1,500 fundsters gathered last week at the Washington Hilton for the Investment Company Institute's annual conference...
MutualFundWire.com -
Monday, May 23, 2016
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Donahue Finds Federated's New Sales Chief Within
A 33-year company veteran is retiring, and a 26-year company veteran is rising to take his place...
MutualFundWire.com -
Tuesday, May 17, 2016
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ICI GMM 2016 Is About to Begin
It's May, and that means fundsters are once again converging on Washington, D.C...
MutualFundWire.com -
Tuesday, May 17, 2016
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Truscott Builds and Buys Into Smart Beta
Columbia Threadneedle's chief unveils a deal to buy a Gotham ETF shop...
MutualFundWire.com -
Wednesday, May 11, 2016
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Hooley Does a $485MM SSgA Deal
Ron O'Hanley and his team will take over a $100B AUM asset manager...
MutualFundWire.com -
Wednesday, March 30, 2016
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101 Fund Families Win in Gotham
Thrivent and TIAA win the top honors at a mutual fund industry award show in New York City...
MutualFundWire.com -
Wednesday, March 23, 2016
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Columbia's Second Founder Dies
Updated | Jim Rippey's death at the age of 84 comes six and a half years after the death of Columbia Management's other founder, John Inskeep...
MutualFundWire.com -
Wednesday, March 02, 2016
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Steinmetz Shakes Up OpFunds' C-Suite
Two top execs are heading out amidst a marketing leadership reorg...
MutualFundWire.com -
Thursday, February 18, 2016
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A Third Partner Joins an Asset Management Recruiting Shop
A Gotham executive search firm that specializes in supporting mutual fund shops and other asset managers just welcomed an institutional distro vet...
MutualFundWire.com -
Friday, January 29, 2016
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