News Stories Archives - Since 1998
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April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Monday, April 1, 2024
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Reader Rating: 5
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Who Will Take Over the Low-Cost Leviathan?
A 20,000-employee mutual fund titan's chief is preparing to say goodbye, and a key lieutenant is on the rise...
MutualFundWire.com -
Thursday, February 29, 2024
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A $1.6T-AUM AM's Equity Investing Chief Exits
The executive spent 27 years at the firm...
MutualFundWire.com -
Tuesday, February 6, 2024
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Baron Gets In Sync With Shareholders Again
The fundster and his team are hosting their 30th annual client conference, in the Big Apple as per usual...
MutualFundWire.com -
Friday, November 10, 2023
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SEC Smites an Exiting ETF Entrepreneur, As Expected
The case involves a $4.4-million settlement and comes as another fund firm is poised to adopt all of the settling firm's ETFs...
MutualFundWire.com -
Wednesday, August 2, 2023
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Jill and Bill Unveil PAM's 15th ETF
The new fund is the asset manager's second actively managed, translucent ETF...
MutualFundWire.com -
Friday, July 14, 2023
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Under a New Chief, a Startup Crosses $750MM In AUM
A familiar leader, who took over the Midwestern firm earlier this spring, trumpets their latest milestone...
MutualFundWire.com -
Thursday, June 15, 2023
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Cap Group Preps Three More ETFs
No launch dates, expense ratios, or PMs have been listed yet for the planned funds...
MutualFundWire.com -
Thursday, April 13, 2023
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Teucrium Gets Into Metal
The new ETF is the fund firm's first ever non-agricultural offering...
MutualFundWire.com -
Wednesday, April 12, 2023
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What FA Data Do You Gather?
A research ally to fundsters releases information about what asset managers try to learn about advisors...
MutualFundWire.com -
Tuesday, March 28, 2023
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Week In Preview, March 6 - March 12
This week, the teams at Craft & Capital, ICI, IMEA, MFDF, MMI, and WE are hosting events...
MutualFundWire.com -
Monday, March 6, 2023
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An ETF Entrepreneur Runs For President
He's stepping back at his startup, while his fellow co-founder is stepping up...
MutualFundWire.com -
Wednesday, February 22, 2023
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Reader Rating: 1
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Is the Death of Mutual Funds Greatly Exaggerated?
The Godfather of ETFs and an exchange's ETF chief see a big shift coming...
MutualFundWire.com -
Wednesday, January 25, 2023
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Reader Rating: 5
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The Feds Smite a Trader At a $1.1T-AUM Firm
The DoJ and SEC charges focus on an alleged front-running scheme that, according to prosecutors, generated at $47.3 million in profits over six years...
MutualFundWire.com -
Thursday, December 15, 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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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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A $575B-AUM Firm's Founder Plans a Museum
The Bat City project recently cleared a hurdle with local government...
MutualFundWire.com -
Thursday, August 18, 2022
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Gross Wins His Glass Sculpture Fight
The retired Pimco co-founder has won final approval for a piece of outdoor art after a legal fight that took nearly two years...
MutualFundWire.com -
Wednesday, June 8, 2022
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Reader Rating: 5
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Week In Preview, May 16 - May 22
This week, the teams at Expect Miracles, ICI, M*, MFDF, MMI, Nicsa, and Pictet will host events...
MutualFundWire.com -
Monday, May 16, 2022
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Most Fund Firms Felt Mister Market's April Pain
Last month was a rough one for publicly traded U.S. mutual fund firms. Yet 17 of the 18 such firms tracked by MFWire have seen their share prices climb since the end of 2019...
MutualFundWire.com -
Tuesday, May 3, 2022
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Week In Preview, March 14 - March 20
This week, the teams at Advisor2X, IDC, Irish Funds, MFDF, and Thornburg are hosting events...
MutualFundWire.com -
Monday, March 14, 2022
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Mister Market Is Hitting Fund Firms Harder In 2022, But ...
All 17 publicly traded U.S. mutual fund firms tracked by MFWire have seen their share prices climb by well more than 10 percent since the end of 2019, and only one saw its share price fall last year...
MutualFundWire.com -
Thursday, March 3, 2022
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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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ETFs: Not Your Grandfather's Mutual Fund
Two readers contemplate generational challenges and opportunities in fund marketing...
MutualFundWire.com -
Tuesday, March 1, 2022
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As Russia Invades Ukraine, "Investors Want to Know What Assets Managers Are Thinking"
A marketing, PR, and strategy ally urges fundsters to speak up on what the crisis means for markets and for their clients...
MutualFundWire.com -
Thursday, February 24, 2022
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The Current State of Martech Stacks at Asset Managers
Two readers weigh in with an update on the industry's changing use of marketing technology...
MutualFundWire.com -
Monday, January 24, 2022
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An Empire State Shop Accesses the ETF Space
The Westchester firm finds a Gotham ally to work on a new fund...
MutualFundWire.com -
Thursday, December 30, 2021
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Reader Rating: 5
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A $4.1B-AUM Shop's Chief Builds a $54MM War Chest
He's hunting for deals involving at least $200 million in AUM...
MutualFundWire.com -
Thursday, October 21, 2021
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Battling "The Great Resignation"
A reader talks about how asset management firms can engage skills-based volunteerism to recruit and retain top talent...
MutualFundWire.com -
Thursday, September 16, 2021
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A $164MM Options-Powered Fund Gets to Silver
The fund started out as a hedge fund before converting into a mutual fund five years ago...
MutualFundWire.com -
Thursday, September 2, 2021
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Three Years, 70 ETFs, and $5B In AUM
A Midwestern fund firm crosses two big milestones. They're also updating some of their funds' names...
MutualFundWire.com -
Tuesday, August 24, 2021
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VC Access For All, In '40 Act Form
A Midwestern startup's chief sees their new fund structure appealing to both direct retail investors and RIAs...
MutualFundWire.com -
Tuesday, August 3, 2021
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A $1.62T-AUM Giant's CEO and CFO Pass the Reins
A 24-year company veteran is poised to take over the asset manager at the beginning of next year...
MutualFundWire.com -
Thursday, July 29, 2021
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Expect Miracles Goes the Social Distance
The mutual fund industry cancer-fighting charity recently hosted a second annual remote fundraising event...
MutualFundWire.com -
Tuesday, June 22, 2021
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Fundsters' DC Voice Gets a New Virtual Look
An 81-year-old trade group's team upgrades their online presence...
MutualFundWire.com -
Tuesday, May 25, 2021
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After a $76B-AUM Deal, What's Next For This Multinational?
The acquirer's chief talks about the deal, the ongoing integration, and more...
MutualFundWire.com -
Thursday, May 20, 2021
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A Golden Anniversary For Fund Education
An alliance is celebrating a big anniversary...
MutualFundWire.com -
Thursday, May 13, 2021
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WNBA's Chief and a Remote Work Expert Talk to Fundsters
George Gatch and Lisa Jones interview a pair of guest speakers for day 1 of a big online conference...
MutualFundWire.com -
Friday, May 7, 2021
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Reader Rating: 5
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To Win with the Next Generation, Asset Managers Need to Change the Culture
A reader offers boutiques a warning and some ideas...
MutualFundWire.com -
Thursday, April 22, 2021
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April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Thursday, April 1, 2021
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In Texas, an Ex-CEO Looks For His Next Adventure
He led a bank's mutual fund arm since its creation 13 years ago...
MutualFundWire.com -
Tuesday, February 2, 2021
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Reader Rating: 5
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How Expect Miracles Weathered 2020
The industry charity, focused on cancer-fighting research and supporting cancer survivors, adapted to a WFH world and kept making donations...
MutualFundWire.com -
Tuesday, January 5, 2021
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Reader Rating: 5
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Two Ex-Gemini Bigwigs Align With Nottingham
One exec joins the mutual fund back office shop's leadership team, while the other signs on as a senior advisors...
MutualFundWire.com -
Wednesday, December 23, 2020
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Reader Rating: 5
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A $143B-AUM AM Adds a Channel Chief
A publicly traded asset manager now has a chief for its direct investor business...
MutualFundWire.com -
Tuesday, December 22, 2020
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Reader Rating: 5
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One Year In, a TPM's Chief Reflects
A distribution ally to asset managers celebrate his startup's one-year anniversary...
MutualFundWire.com -
Thursday, December 3, 2020
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A $1.3T-AUM Firm Prepares to Move a Mile
A publicly traded asset manager's new HQ will feature a pair of new buildings...
MutualFundWire.com -
Tuesday, December 1, 2020
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Reader Rating: 5
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Tom Carter Resurfaces, With a New ETF
After three years away, an industry alum joins a DC-based startup as president...
MutualFundWire.com -
Monday, November 23, 2020
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What Is This $14B-AUM Fund Firm's Chief Hunting For?
One year in, a subadvised mutual fund and ETF shop's head honcho talks about his pipeline for building out the firm's product and subadvisor lineups...
MutualFundWire.com -
Friday, October 30, 2020
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Carpenter Hires a Veteran Industry Marketer
A Big Apple marketing ally to fundsters has migrated to another firm in the city...
MutualFundWire.com -
Monday, October 5, 2020
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Reader Rating: 5
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What Do FAs See In Their Future?
Advisors and M* insiders talk at the online conference...
MutualFundWire.com -
Friday, September 18, 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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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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A Gotham Quantrepreneur Restarts
He launched his first shop 28 years ago...
MutualFundWire.com -
Wednesday, July 15, 2020
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How Will This Fund Firm Play Its New Campaign?
A Midwestern asset manager's campaign launch came with a sports tournament...
MutualFundWire.com -
Tuesday, July 14, 2020
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An Active Giant Sails Into the Translucent ETF Biz
Their journey began almost a decade ago...
MutualFundWire.com -
Tuesday, July 7, 2020
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A $518B-AUM Firm's Chief Gets a New Boss
The new hire has worked in both asset management and wealth management...
MutualFundWire.com -
Friday, June 26, 2020
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A Tar Heel Firm Hires a COO, With an Eye On Tech
The new hire joined on June 1...
MutualFundWire.com -
Tuesday, June 16, 2020
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A 23-Year Dodge and Cox Vet Will Exit
The exec is expected to retire from the San Fran fund firm at the end of 2020...
MutualFundWire.com -
Friday, May 8, 2020
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How the MF World Has Changed Since 2006
As she prepares to ride off into the sunset, an industry leader reflects on the past 14 years...
MutualFundWire.com -
Wednesday, May 6, 2020
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Watch For This SoCal Boutique to Beef Up Sales
Earlier this year, the team launched their first ETF and celebrated a big milestone for their flagship MF...
MutualFundWire.com -
Tuesday, May 5, 2020
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Reader Rating: 5
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Only One Fundster Will Have Trump's Ear On This
The U.S. President has tapped 220 people to form 17 "Great American Economic Revival Industry Groups." One of those people leads one of the biggest mutual fund firms in the world...
MutualFundWire.com -
Thursday, April 16, 2020
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Reader Rating: 2
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Three More Industry Conferences Feel the Crisis' Sting
One goes online, one gets postponed, and one gets cancelled outright, in light of the ongoing coronavirus pandemic...
MutualFundWire.com -
Thursday, April 9, 2020
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Handling Quarter-End Materials Mid-Crisis
An industry communications specialist offers fundsters tips for adapting in light of the ongoing COVID-19 pandemic and market shakeup...
MutualFundWire.com -
Thursday, April 2, 2020
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Reader Rating: 5
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COVID-19 Hasn't Killed ETF Inflows Yet, But ...
ETFs for U.S. investors still managed to gather net inflows last month, despite the coronavirus crisis and resulting market woes. But lots of ETFs disappeared, too .....
MutualFundWire.com -
Thursday, April 2, 2020
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How Are Fundsters Adapting to the Pandemic?
Here's a glimpse at different firms' reactions to the ongoing coronavirus situation...
MutualFundWire.com -
Wednesday, March 18, 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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An MF Vet Exits to Cut a New Path
After 14 years, a fundster distribution veteran is leading a different kind of business...
MutualFundWire.com -
Tuesday, March 10, 2020
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Reader Rating: 5
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From Zero to $200MM In Under Five Months
A seven-year-old alts shop recently entered the ETF business...
MutualFundWire.com -
Friday, February 28, 2020
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Asness Cuts Again
The AQR team is reportedly bracing for layoffs. AUM is down 17 percent year-over-year...
MutualFundWire.com -
Thursday, January 9, 2020
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A Day-One Exec Rises As a Midwestern Startup Divides
He takes on the newly created role of COO at the asset management firm...
MutualFundWire.com -
Friday, December 27, 2019
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So You Haven't Completed Your Strategic Plan for 2020
An ally to fundsters says there's still time to put one in place...
MutualFundWire.com -
Friday, December 20, 2019
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Reader Rating: 5
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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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Schwab Gobbles a Rival Supermarket. Now What, Fundsters?
The revelation of the deal comes less than two months after both firms eliminated trading commissions on ETFs, options, and stocks...
MutualFundWire.com -
Tuesday, November 26, 2019
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This AM Makes 20 Percent of Its Parent's Profits
The fund firm raked in $1.3 billion in net inflows last quarter...
MutualFundWire.com -
Monday, November 11, 2019
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From $64.1B to $145.8B In One Quarter
An asset manager's leaders share numbers on the post-deal firm...
MutualFundWire.com -
Thursday, November 7, 2019
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Putnam's Parent's Chief Keeps Looking For Deals and Efficiencies
Bob Reynolds and his team saw performance and institutional sales rise, though mutual fund sales slipped. Meanwhile, they're still looking to acquire...
MutualFundWire.com -
Tuesday, November 5, 2019
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Five Strategies for Getting Salespeople to Adopt New Tech
An industry insider offers asset management marketers ideas for getting sale teams on board with new technology...
MutualFundWire.com -
Thursday, October 24, 2019
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It's About to Get Easier to Enter the ETF Biz
After more than a decade in the works, the SEC is streamlining the process of getting into the ETF space for traditional ETFs...
MutualFundWire.com -
Friday, September 27, 2019
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328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com -
Wednesday, September 11, 2019
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Schwab's Brokerage Deal Victory Comes With an MF Ally
A fundster chief assures analysts that Schwab's pending acquisition doesn't throw a wrench in an asset management deal that closed last month...
MutualFundWire.com -
Thursday, August 15, 2019
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Blue Tractor's ETF Structure Inches Toward Approval: Take Nine
Could the 9th time be the charm for Blue Tractor in their quest for SEC approval?..
MutualFundWire.com -
Wednesday, August 14, 2019
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Meet the Conductor of a $1.2T Orchestra
This multinational asset manager's chief is on the hunt...
MutualFundWire.com -
Friday, July 26, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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The 825 Best ETFs?
A publication whittles down the universe of 2,276 ETFs. Did your funds make the cut?..
MutualFundWire.com -
Wednesday, July 17, 2019
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With M&A on the Rise, Firms Face Data and Content Challenges
A reader tackles data challenges for multi-boutique asset managers...
MutualFundWire.com -
Monday, July 8, 2019
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Reader Rating: 5
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ETF Attrition Balloons
Fundsters shut down a record number of ETFs in the first half of 2019, beating the prior record by nearly a third...
MutualFundWire.com -
Friday, July 5, 2019
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Check These Boxes to Make Sure Your Content Is Worthwhile
An industry PR specialist offers fundsters tips for spicing up their blogs and newsletters...
MutualFundWire.com -
Thursday, June 27, 2019
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From M&A Lawyer to Author to ETF Entrepreneur
Exponential ETFs and U.S. Bank help a startup enter the business...
MutualFundWire.com -
Thursday, May 30, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Will Peltz Duke It Out With This Fund Firm, Again?
The billionaire activist investor's Trian Fund Management may push new changes at a familiar, publicly traded asset manager...
MutualFundWire.com -
Wednesday, May 15, 2019
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Reader Rating: 3
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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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A Multinational's CEO Weighs In On Asset Management M&A
The exec talks to analyst on the publicly traded company's Q1 2019 earnings call...
MutualFundWire.com -
Thursday, April 25, 2019
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Post-ETFs, a CT Shop Offers More Focus
The firm now offers sector-specific products with a twist...
MutualFundWire.com -
Wednesday, April 24, 2019
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Check Your Ego to Lead This MF Giant
An asset management chief talks about his unusual career path and the firm's tough 2018...
MutualFundWire.com -
Wednesday, April 3, 2019
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An Acquisitive AM's Chief Predicts Dramatic Industry Consolidation
"We are not going back to the good old days," the publicly traded fund firm's chief says...
MutualFundWire.com -
Wednesday, March 13, 2019
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Week In Preview, February 25 - March 3
This week the teams at Citi, Fund Intelligence, and JOHCM are hosting events...
MutualFundWire.com -
Monday, February 25, 2019
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What Really Predicts ETF Success?
FactSet.com describes how the exchange traded fund side of the marketplace "has been getting tougher for years."..
MutualFundWire.com -
Thursday, February 21, 2019
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Manning's New CEO Creates a Broad, Flat Organization
The new chief talks to MFWire about what's next for the publicly traded, Empire State mutual fund firm...
MutualFundWire.com -
Tuesday, February 12, 2019
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Is Subadvising In Your Future?
An ally to boutique asset managers walks readers through pros and cons of finding a larger firm to adopt your fund(s) while you stay on as subadvisor...
MutualFundWire.com -
Monday, February 11, 2019
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Reader Rating: 4
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Needles Teams Up and Aims For Core Portfolio Spots
The American Beacon chief turns to an ally twice over across the pond...
MutualFundWire.com -
Wednesday, January 16, 2019
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