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News Stories Archives - Since 1998
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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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Grayscale Preps Next Bitcoin ETF Steps After Its Court Victory
The SEC, too, is reviewing next steps after the decision. Will the Bitcoin ETF floodgates soon open?..
MutualFundWire.com -
Wednesday, August 30, 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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McNabb Helps a 54-Year-Old VC
A former Vanguard chief will officially advise a familiar venture capital firm...
MutualFundWire.com -
Tuesday, August 15, 2023
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A $210B-AUM Fund Firm Will Buy Into the ETF Biz
The acquirer's new chief describes the deal as signifying "an early chapter" in the firm's "next stage of growth." The deal also brings the firm its first ETF chief...
MutualFundWire.com -
Wednesday, July 26, 2023
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Week In Preview, July 24 - July 30
This week, several firms in the asset management business will release earnings reports, and the MFDF team will host an event...
MutualFundWire.com -
Monday, July 24, 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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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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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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These Flows Fell By $354B In April
The M* team updates U.S. flows data for April 2023 for money market mutual funds...
MutualFundWire.com -
Wednesday, May 24, 2023
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DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 16, 2023
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15 Years, $2.7B In AUM
The team at a $584-billion-AUM (as of December 31) asset manager celebrates a mutual fund's crystal anniversary...
MutualFundWire.com -
Tuesday, May 9, 2023
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Week In Preview, April 24 - April 30
This week, the teams at Envestnet, IMEA, M*, MFDF, and WE are hosting events...
MutualFundWire.com -
Monday, April 24, 2023
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Large Firms' Flows Sour By $14B Even As Schwab's Inflows Climb
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 20, 2023
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Schwab Wins Again Despite a Flows Slowdown
The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 17, 2023
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For Cap Group, Is the Fifth Time the Charm?
The team at an investment research giant reveals nominees (three PMs and three fund firms) for its annual awards...
MutualFundWire.com -
Wednesday, March 15, 2023
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15 of the Best Fund Firms to Work For In 2023
They're among the United States' best large employers, according to a magazine's new list...
MutualFundWire.com -
Tuesday, February 28, 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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Week In Preview, January 23 - January 29
This week, the teams at Expect Miracles, IMEA, MacMillan Sullivan, MFDF, Schwab, and SSGA are hosting events...
MutualFundWire.com -
Monday, January 23, 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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Steinmetz Will Advise a New Market Intel Firm
Updated | The former OpFunds CEO takes an advisory board seat with a year-old startup...
MutualFundWire.com -
Tuesday, December 13, 2022
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Eight of the Most Responsible Fund Firms Are ...
A magazine and a market data specialist recognize 500 U.S. companies...
MutualFundWire.com -
Wednesday, December 7, 2022
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Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com -
Friday, November 25, 2022
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Invesco and 15 Other Firms Win Big In NYC
A trade group's team celebrates the winners of its 26th annual awards...
MutualFundWire.com -
Monday, November 7, 2022
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Week In Preview, October 24 - October 30
This week, the teams at Charles Schwab, Expect Miracles, and IDC are hosting events...
MutualFundWire.com -
Monday, October 24, 2022
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20 Years, $1.4B In AUM
A $598-billion-AUM firm's team celebrates a big milestone for a fund...
MutualFundWire.com -
Tuesday, October 18, 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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Fundsters Golf to Support DEI
90 golfers participated in the charity fundraiser, and additional industry insiders attended the associated dinner...
MutualFundWire.com -
Tuesday, September 13, 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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Week In Preview, July 25 - July 31
This week, the teams at Charles Schwab, Expect Miracles, IMEA, and LPL are hosting events...
MutualFundWire.com -
Monday, July 25, 2022
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The 17 Best Fund Firms For Diversity
A business magazine lauds 500 employees, including a number in the mutual fund business...
MutualFundWire.com -
Thursday, May 5, 2022
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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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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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Bathon Hires a Journalist-Turned-Fund-Research-Vet
The exec will serve as director of research at the Beantown consulting and research ally to fundsters...
MutualFundWire.com -
Wednesday, March 9, 2022
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Reader Rating: 5
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Five Join an Industry Charity's Board
The cancer-fighting group's team is also gearing up for what could be their biggest fundraiser yet...
MutualFundWire.com -
Wednesday, March 2, 2022
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Reader Rating: 5
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Passive Inflows Plunge By $74B, And ...
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 25, 2022
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Schwab Four-Peats As Large Firms' Marketshare Rises
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, February 15, 2022
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Expect Miracles Keeps In Touch and Tackles Financial Literacy
The cancer-fighting charity is also preparing to kick off its 2022 in-person events with a March celebration...
MutualFundWire.com -
Friday, January 28, 2022
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20 Years, $2.628B AUM
A $714B-AUM fund firm's team celebrates a big anniversary...
MutualFundWire.com -
Thursday, December 16, 2021
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23 Fund Firms Win Big
A trade group reveals the winners of its 25th annual awards...
MutualFundWire.com -
Thursday, December 9, 2021
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A Two-Time Fundster Entrepreneur Dies At 79
The executive passed away last week, at home...
MutualFundWire.com -
Monday, November 29, 2021
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A McKinsey Vet Joins a $1.5T-AUM Firm
The new hire takes on a key leadership role at a publicly traded asset manager...
MutualFundWire.com -
Wednesday, November 3, 2021
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Ark, Innovator, and WisdomTree Win Big
A trade pub recognizes 26 mutual fund and ETF firms with its annual awards...
MutualFundWire.com -
Tuesday, October 19, 2021
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500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com -
Wednesday, October 6, 2021
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Reader Rating: 5
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Active Inflows Fall 40 Percent, and Passive Falls, Too, But ...
The M* team updates U.S. flows data for July 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, August 27, 2021
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Reader Rating: 5
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PE, VCs, Ameriprise, and T. Rowe Bet $170MM More On an Ally to AMs
The latest funding, which values the firm at $3 billion, comes alongside an acquisition in the coaching, enablement, and training space...
MutualFundWire.com -
Tuesday, August 17, 2021
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Reader Rating: 5
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Week In Preview, August 9 - August 15
This week, the team at UBS will host a virtual event...
MutualFundWire.com -
Monday, August 9, 2021
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A $1.3B-AUM Fund Reaches a Silver Milestone
The fund's team celebrated its tenth anniversary last week...
MutualFundWire.com -
Thursday, August 5, 2021
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15 Fund Firms Win Praise For Disability Inclusion
Two organizations recognize a host of big companies, including some familiar folks in the mutual fund industry...
MutualFundWire.com -
Friday, July 16, 2021
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Schwab and First Trust Dominate
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 15, 2021
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A $1.4T-AUM AM's Chief Rises
The move comes three months after the asset manager acquired another fund firm...
MutualFundWire.com -
Friday, May 21, 2021
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Four Years In, an MD Rises at a $3.9B-AUM Fixed Income Shop
The exec serves in the firm's sales and marketing unit...
MutualFundWire.com -
Tuesday, April 27, 2021
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Semi-Retirement Calls to a Fund-Marketer-Turned-Consultant
His move is a first for a familiar ally to mutual fund firms...
MutualFundWire.com -
Monday, April 12, 2021
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Morgan Stanley and Virtus Dominate These Awards' Top Tier
32 fund firms' offerings reached the top of a new best mutual funds list...
MutualFundWire.com -
Friday, March 26, 2021
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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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Vanguard and Virtus Top Two Lists
A related list is led by Manning and Napier...
MutualFundWire.com -
Friday, February 26, 2021
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The 14 Best Fund Firms For Their Employees
Updated | They're among the United States' best large and mid-size employers, according to a magazine's new lists...
MutualFundWire.com -
Thursday, February 18, 2021
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Week In Preview, January 25 - January 31
This week, the teams at ICI, MFDF, MMI, Nicsa, and Women in ETFs will host online events...
MutualFundWire.com -
Monday, January 25, 2021
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Four Dodge & Cox Leaders Prepare to Exit
The San Fran fund firm's chairman and CEO reveal a host of upcoming leadership changes...
MutualFundWire.com -
Wednesday, January 20, 2021
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McNabb Bets On a Fintech
The former Vanguard chief invests in a startup in LA...
MutualFundWire.com -
Tuesday, January 12, 2021
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Blass Bids Adieu
Three years in, the SEC's investment management division chief is preparing to say goodbye...
MutualFundWire.com -
Wednesday, December 23, 2020
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A McKinsey Vet Takes Over Part of a $631B-AUM Firm
The exec will oversee distribution, service, and more...
MutualFundWire.com -
Wednesday, December 2, 2020
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Gatch Remains, Anointing Stevens' Successor
An industry trade group will gain a new chief next month, in advance of its long-time chief's retirement. Yet the chairman is staying on for another term...
MutualFundWire.com -
Wednesday, October 21, 2020
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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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Next Summer, a Beantown Fund Firm Will Move
A big asset manager is preparing to shift into a new HQ...
MutualFundWire.com -
Thursday, October 8, 2020
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Principal, T. Rowe, Columbia, and Matthews Win Big Online
A trade group takes its annual awards show online this week. The final awards will be revealed later today...
MutualFundWire.com -
Wednesday, September 30, 2020
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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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45 Firms Win Big, Virtually
Ark led the pack with four wins and two "highly commended" mentions...
MutualFundWire.com -
Monday, July 27, 2020
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In CO, a 20-Year Invesco Vet Takes Over a Sales Team
He's joining a firm that connects FAs and investors with private equity...
MutualFundWire.com -
Tuesday, June 2, 2020
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Blass Will Help Guide the SEC's Crisis Response
The IM division director and someone on her team are joining a new group at the mutual fund industry's chief regulator...
MutualFundWire.com -
Monday, May 4, 2020
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170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com -
Friday, March 6, 2020
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20 Fundsters and Allies Win Big In Florida
The winners were lauded last week at an industry trade group's conference in Fort Lauderdale...
MutualFundWire.com -
Tuesday, March 3, 2020
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Flanagan Hires a Successor For a 15-Year C-Suiter
The new hire will join next month and succeed the company veteran in August...
MutualFundWire.com -
Tuesday, February 25, 2020
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An AM Group Tries to Help FAs Put the Pieces Together
A trade group unveils website to educate advisors and help them educate their clients...
MutualFundWire.com -
Tuesday, February 4, 2020
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Who Will Lead Investment Management At This 8,000-FA B-D?
The previous chief shifted to another side of the parent company's business...
MutualFundWire.com -
Monday, January 27, 2020
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Top Leaders at Fido and the SEC Say Goodbye
An SEC commissioner and an 18-year Boston Behemoth veteran are both preparing to exit...
MutualFundWire.com -
Thursday, January 16, 2020
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A Bank's Active Funds Lead
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 19, 2019
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Meet Alps Advisors' New Chief
The freshly appointed head of the mutual fund and ETF shop and SS&C subsidiary talks to his hometown paper...
MutualFundWire.com -
Friday, November 29, 2019
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Week In Preview, November 18-24
This week the teams at Ameriprise, CFL, Hennessy, InvestmentNews, Nasdaq, and T. Rowe Price are hosting events...
MutualFundWire.com -
Monday, November 18, 2019
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One Titan's Passive Inflows Double
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 15, 2019
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Stuart Parker Adds a Cap Group Vet to His C-Suite
The PGIM Investments chief also hired a tech and ops chief and promoted two key distro execs...
MutualFundWire.com -
Tuesday, October 29, 2019
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Reader Rating: 5
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Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2019
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Week In Preview, October 21-27
This week the teams at IDC, IWI, and Opal are hosting events, and a host of asset managers are releasing earnings...
MutualFundWire.com -
Monday, October 21, 2019
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Envestnet's Founder Dies
Jud Bergman and his wife were killed in a car accident yesterday...
MutualFundWire.com -
Friday, October 4, 2019
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Reader Rating: 5
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Matthews, 361, and JPMAM Win Big In Chi-Town
34 firms won awards in 30 categories this week at a trade group's 23rd annual awards bash...
MutualFundWire.com -
Thursday, September 26, 2019
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Nine Fundsters Win Praise As Role Models For Women
These asset management industry leaders are among 190 execs named on a new trio of lists highlighting the achievements of women in business...
MutualFundWire.com -
Friday, September 20, 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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After a Five-Year Cancer Fight, a Jersey Fundster Dies
The exec was 55 years old and a native of Jersey City...
MutualFundWire.com -
Wednesday, July 31, 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 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com -
Friday, April 26, 2019
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A 10-Year RIA Specialist Leaves Allianz GI
A director of business development in the southeast departs...
MutualFundWire.com -
Wednesday, April 10, 2019
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Eric Holder, Mutual Fund Director
The former U.S. Attorney General is the third Obama administration alum to align with this midwestern mutual fund shop...
MutualFundWire.com -
Wednesday, March 20, 2019
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Passive Inflows Drive February Growth
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 12, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 8, 2019
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Flows Rebound, and Vanguard Retakes the Lead
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 21, 2019
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Steinmetz Will Leave, But Another Key Exec Won't
Word leaks on the post-merger Invesco-OpFunds leadership structure...
MutualFundWire.com -
Friday, February 8, 2019
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ETF Titans Lead an Award Race
The winners will be revealed at a dinner next month...
MutualFundWire.com -
Friday, February 1, 2019
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Who Gained Market Share In 2018?
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 31, 2019
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A Triumvirate Cedes Power to a Sole CEO
A new chief takes over a publicly traded asset manager...
MutualFundWire.com -
Thursday, January 31, 2019
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Expect Miracles Takes Manhattan For a Fifth Time
More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash...
MutualFundWire.com -
Friday, January 25, 2019
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