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News Stories Archives - Since 1998
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2 Midsize Fund Firms Stand Out In FAs' Eyes
The folks at a consulting ally to fundsters share new research into mutual fund and ETF shops' reputations with financial advisors...
MutualFundWire.com -
Friday, June 6, 2025
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Reader Rating: 1
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Bridge Builder Wins Again But Midsize Outflows Rise By $7.5B
The M* team updates U.S. flows data for April 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 21, 2025
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Reader Rating: 1
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Sherman and Gundlach Celebrate a $454MM-AUM Fund
An employee-owned fund firm's oldest proprietary ETF passed a critical milestone earlier this spring...
MutualFundWire.com -
Thursday, May 15, 2025
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Reader Rating: 1
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Bridge Builder Pulls Ahead With $4B
The M* team updates U.S. flows data for March 2025 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 17, 2025
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Reader Rating: 1
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Two OG DoubleLiners Power a New ETF
The Florida fund firm's team is rolling out another actively managed fund...
MutualFundWire.com -
Wednesday, March 5, 2025
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Reader Rating: 1
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With $20.4B, Baird Pulls Ahead
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 28, 2025
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Reader Rating: 1
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"The Only Way Forward Is Through" For Fundsters As LA Burns
Asset managers in the area are still open for business, though at least one fund firm has shuttered its downtown office and at least one industry CEO is among those whose homes have been consumed in the firestorm...
MutualFundWire.com -
Tuesday, January 14, 2025
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Reader Rating: 1
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A 15YO AM Adds Its 7th ETF
The new actively managed offering is designed to focus on "corporate and securitized credit."..
MutualFundWire.com -
Tuesday, December 3, 2024
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Reader Rating: 1
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With $2.6B, Baird Keeps the Lead
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 26, 2024
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Reader Rating: 1
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Causeway Cruises to the Front With $1.2B
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 25, 2024
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Reader Rating: 1
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Baird Regains the Lead With $1.4B
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 27, 2024
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Reader Rating: 1
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Redell Celebrates an EM Fund's 1st Decade
The DoubleLine team has a mutual fund surpassed that reached its 10th birthday earlier this year...
MutualFundWire.com -
Wednesday, July 24, 2024
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Reader Rating: 1
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With $4.3B, Baird Pulls Ahead
The M* team updates U.S. flows data for June 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 19, 2024
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Reader Rating: 1
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Midsize Flows Rebound By $2.197B, With Baird Threepeating
The M* team updates U.S. flows data for May 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 26, 2024
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Reader Rating: 1
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Week In Preview, May 20 - May 27
This week, the teams at the Expect Miracles Foundation, ICI, IDC, IMEA, MFDF, Raymond James, Schwab, and WE will host events...
MutualFundWire.com -
Monday, May 20, 2024
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Reader Rating: 1
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Baird Repeats, Upping Inflows By $811MM
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 16, 2024
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Reader Rating: 1
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Grayscale's Outflows Shrink By $3B
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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Reader Rating: 1
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Bridge Builder Wins With $12B
The M* team updates U.S. flows data for December 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 24, 2024
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Reader Rating: 1
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Pacer Pulls Ahead With $1.668B
The M* team updates U.S. flows data for November 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 14, 2023
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Reader Rating: 1
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With $2.184B, Bridge Builder Takes the Lead
The M* team updates U.S. flows data for October 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 21, 2023
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Reader Rating: 1
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Baird Leads With $9B
The M* team updates U.S. flows data for September 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 24, 2023
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Reader Rating: 1
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Gundlach Unveils a Pair of ETFs
The DoubleLine will co-PM one of the new offerings, which are both actively managed...
MutualFundWire.com -
Tuesday, April 4, 2023
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Reader Rating: 1
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ProShares Takes the Lead With $15B
The M* team updates U.S. fune flows data for December 2022 for ETFs and long-term, open-end mtuual funds...
MutualFundWire.com -
Friday, January 20, 2023
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Reader Rating: 1
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Pacer Leads As Midsize Outflows Shrink By $5B
The M* team updates U.S. flows data for November 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, December 19, 2022
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Reader Rating: 1
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WisdomTree Repeats With $2.068B
The M* team updates U.S. flows data for October 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 16, 2022
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Reader Rating: 1
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WisdomTree Leads With $1.9B
The M* team updates U.S. flows data for September 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, October 19, 2022
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Reader Rating: 1
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20 Fund Firms Win Big With FAs
An advisor-focused publication reveals the winners of its third annual service awards...
MutualFundWire.com -
Wednesday, October 5, 2022
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Reader Rating: 1
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$15B In Inflows In Eight Months
The M* team updates U.S. flows data for August 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 20, 2022
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Reader Rating: 1
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ProShares Three-Peats, Netting About $3B
The M* team updates U.S. flows data for July 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 16, 2022
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Reader Rating: 1
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ProShares Leads As 17 Percent of Midsize Firms Win Inflows
The M* team updates U.S. flows data for June 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 21, 2022
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Reader Rating: 1
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ProShares Leads a Shrinking Midsize Winners List
The M* team updates U.S. flows data for May 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 15, 2022
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Reader Rating: 1
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Direxion Leads As the Midsize Winners List Shrinks
The M* team updates U.S. flows data for April 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 23, 2022
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Reader Rating: 1
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ProShares Three-Peats With $2.59B
The M* team updates U.S. flows data for March 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 19, 2022
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Reader Rating: 1
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Barclays Teams Up With a $134B-AUM Fund Firm
The British bank will help its new ally with that ally's new ETF business...
MutualFundWire.com -
Tuesday, April 12, 2022
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Reader Rating: 1
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A $134B-AUM Fund Firm Directly Enters the ETF Biz
The employee-owned firm has already done subadvisory work for outside ETFs...
MutualFundWire.com -
Thursday, March 31, 2022
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Reader Rating: 1
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ProShares Repeats Atop Midsize Firms' Shrinking Inflows Pack
The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 16, 2022
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Reader Rating: 1
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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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Reader Rating: 1
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A $134B-AUM Firm Moves East, But ...
The firm's founder is not moving to the new HQ, and they're also keeping an office in their hometown...
MutualFundWire.com -
Tuesday, March 1, 2022
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Reader Rating: 1
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41 Percent of Shrinking Inflows Go to These Firms
The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, February 16, 2022
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Reader Rating: 1
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Despite a Rough Finale, Midsize Inflows Returned In 2021
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 20, 2022
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Reader Rating: 1
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Midsize Firms' Market Share Falls 55 Percent
The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 16, 2021
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Reader Rating: 1
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KraneShares Leads As Midsize Inflows Rebound 39 Percent
The M* team updates U.S. flows data for October 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 17, 2021
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Reader Rating: 1
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Slipping Inflows Are Spreading Out
The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 21, 2021
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Reader Rating: 1
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Year-Over-Year, Midsize Firms' Marketshare Slips 23 Percent
The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 17, 2021
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Reader Rating: 1
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The U.S. MF Industry's 19 Billionaires
A business counts 2,755 billionaires worldwide...
MutualFundWire.com -
Wednesday, April 7, 2021
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Reader Rating: 1
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Midsize Inflows Rise 33 Percent
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 16, 2021
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Reader Rating: 1
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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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Reader Rating: 1
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Midsize Monthly Inflows Double
The M* team updates U.S. flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 21, 2021
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Reader Rating: 1
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The Most Popular Stories of 2020
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com -
Thursday, December 31, 2020
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Reader Rating: 1
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Despite a Strong Month, 2020 Midsize Flows Are Still In the Red
The M* team updates U.S. flows data for November 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 16, 2020
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Reader Rating: 1
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Nearly Half of Inflows Go to Midsize Firms
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 18, 2020
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Reader Rating: 1
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Trump Or Biden? Gundlach Predicts
Yet the DoubleLine chief says he's not as confident as he was when he called it in 2016...
MutualFundWire.com -
Thursday, October 29, 2020
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Reader Rating: 1
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Midsize Firms' Inflows Fall 78 Percent
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 15, 2020
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Reader Rating: 1
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Will Gundlach Leave Cali?
The high profile fundster publicly muses about folks leaving the Golden State "to escape incompetent governance."..
MutualFundWire.com -
Monday, September 28, 2020
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Reader Rating: 1
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2020 Inflows Reach 46 Percent of This Shop's AUM
The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, September 16, 2020
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Reader Rating: 1
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For Two-Thirds of Midsize Firms, 2020 Flows Are Still In the Red
The M* team updates flows data for July 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 17, 2020
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Reader Rating: 1
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Gundlach Elevates a Key, 16-Year Team Member
The DoubleLine chief adds a co-PM to his flagship after a co-founder retires...
MutualFundWire.com -
Tuesday, August 4, 2020
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Reader Rating: 1
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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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Reader Rating: 1
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Two-Thirds of 2020 Outflows Came From Midsize Firms
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 17, 2020
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Reader Rating: 1
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Midsize Fund Firms' Inflows Return
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 16, 2020
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Reader Rating: 1
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Fundster CEOs Address George Floyd's Death
Two high profile chiefs of asset managers, and leaders at other asset managers' parent companies, are speaking out...
MutualFundWire.com -
Tuesday, June 2, 2020
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Reader Rating: 1
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Passive Flows Rebound As Active Outflows Plummet
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 22, 2020
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Reader Rating: 1
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Midsize Outflows Plunge 96 Percent
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 18, 2020
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Reader Rating: 1
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Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 16, 2020
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Reader Rating: 1
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Midsize Fund Flows Swing Negative
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 17, 2020
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Reader Rating: 1
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The 33 Most Influential Women In the U.S. Fund Biz
An investing publication puts together a new list of influencers...
MutualFundWire.com -
Tuesday, March 10, 2020
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Reader Rating: 1
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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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Reader Rating: 1
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First Trust Expands Its Lead
The M* team updates flows data for January 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 14, 2020
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Reader Rating: 1
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Midsize Firms' Outflows Fell 78 Percent In 2019
The M* team updates flows data for December 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 16, 2020
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Reader Rating: 1
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Is a DoubleLine Co-Founder Saying Goodbye?
The exec will reportedly retire in the spring...
MutualFundWire.com -
Tuesday, December 17, 2019
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Reader Rating: 1
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Nationwide Leads Again
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 13, 2019
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Reader Rating: 1
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A Midwestern Insurer Takes the Fund Flows Lead
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 13, 2019
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Reader Rating: 1
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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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Reader Rating: 1
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A Midwestern ETF Shop Retakes First
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 15, 2019
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Reader Rating: 1
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The Only $180B AM That Manages No Assets?
Three star mutual fund entrepreneur-PMs share some of their current investing takes...
MutualFundWire.com -
Wednesday, August 21, 2019
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Reader Rating: 1
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An I-Bank's AM Wins In July
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 13, 2019
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Reader Rating: 1
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Gundlach Shares His Flagship, Again
The DoubleLine chief adds a second co-PM to a $53-billion mutual fund, even as the chief and his right hand take on new duties...
MutualFundWire.com -
Wednesday, July 31, 2019
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Reader Rating: 1
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Pimco and BlackRock Win In June
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 22, 2019
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Reader Rating: 1
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First Trust Dethrones Baird
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 16, 2019
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Reader Rating: 1
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What Does Gundlach Think of Trump 2020?
The bond fund star who correctly called the 2016 U.S. presidential election is aiming his crystal ball at the next one...
MutualFundWire.com -
Thursday, June 27, 2019
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Reader Rating: 1
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Baird Three-Peats
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 14, 2019
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Reader Rating: 1
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Mid-Size Outflows Rise
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Reader Rating: 1
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Gundlach Versus the Rasputin of Politics
The DoubleLine Capital chief takes the stage at the giant annual investment industry cancer fundraiser...
MutualFundWire.com -
Monday, May 6, 2019
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Reader Rating: 1
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Week In Preview, May 6-12
This week the teams at DoubleLine, Irish Funds, IWI, M*, and Sohn are all hosting events...
MutualFundWire.com -
Monday, May 6, 2019
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Reader Rating: 1
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Baird Leads As Mid-Size Flows Fall
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 16, 2019
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Reader Rating: 1
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DoubleLine Leads a Rebounding Mid-Size Pack
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 13, 2019
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Reader Rating: 1
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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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Reader Rating: 1
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2019's Richest Fundsters Are ...
Many asset management (and asset-management-adjacent) industry insiders rank among the world's billionaires, according to the latest edition of a famous list...
MutualFundWire.com -
Thursday, March 7, 2019
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Reader Rating: 1
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The Quiet Active Titan Is Back On Top
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Reader Rating: 1
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ProShares Wins as Mid-Size Flows Stabilize
M* updates January 2019 fund flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 25, 2019
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Reader Rating: 1
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One of DoubleLine's Architects Bids Adieu
At age 70, a founding partner is retiring from Gundlach's shop...
MutualFundWire.com -
Wednesday, January 30, 2019
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Reader Rating: 1
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Gundlach Versus Passive Mania and Robos
The DoubleLine chief wonders about unconstrained bond funds, calls a bear market, and more...
MutualFundWire.com -
Tuesday, December 18, 2018
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Reader Rating: 1
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Week In Preview, November 12-18
This week the teams at the ICI, Informa, T. Rowe Price, and Voya are all hosting events...
MutualFundWire.com -
Monday, November 12, 2018
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Reader Rating: 1
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There's a New Reigning Champ Among Fund Firms
M* release its monthly flows report for May 2018...
MutualFundWire.com -
Friday, June 29, 2018
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Reader Rating: 1
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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 4, 2018
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Reader Rating: 1
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Allies Before Acquisitions
A top exec at a $119-billion-AUM asset manager talks about their strategic growth preferences...
MutualFundWire.com -
Wednesday, May 23, 2018
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Reader Rating: 1
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Redell Restructures DoubleLine's Distro Team
He's on the hunt for several new hires...
MutualFundWire.com -
Monday, May 14, 2018
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Reader Rating: 1
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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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Reader Rating: 1
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Gundlach Speaks at Sohn NYC 2018
The DoubleLine chief returns to speak at the giant investment conference for charity...
MutualFundWire.com -
Monday, April 23, 2018
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Reader Rating: 1
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Week In Preview, April 23-29
The teams at 3EDGE, AIMSE, DoubleLine, the FPA, FRA, and Sohn are all hosting events this week...
MutualFundWire.com -
Monday, April 23, 2018
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Reader Rating: 1
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