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News Stories Archives - Since 1998
Columbia Threadneedle and 14 Other Firms Shine In the Hub A mutual fund industry trade group honors a host of fund firms... MutualFundWire.com - Friday, September 19, 2025 - Reader Rating: 1
A 31YO Tamp Births Its 1st ETF For their newest offering, the folks at a $7.6-billion-AUMA firm in the Constitution State are teaming up with a Peach State ally... MutualFundWire.com - Tuesday, September 9, 2025 - Reader Rating: 1
Smalley Intros Virtus' 21st ETF The new ETF is the second from a 26-year-old liquid alts quant shop... MutualFundWire.com - Monday, August 11, 2025 - Reader Rating: 1
33 Fund Firms Join a Giant's INTF Platform For RIAs An RIA custody giant's institutional no transaction fee mutual fund platform expands by about 800 funds... MutualFundWire.com - Thursday, July 10, 2025 - Reader Rating: 1
Hartford Will Shutter a $48MM-AUM Quartet A publicly traded insurer's mutual fund team is preparing to shut down four ETFs... MutualFundWire.com - Wednesday, May 21, 2025 - Reader Rating: 1
2025's 8 Most Ethical Fund Firms An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to fundsters... MutualFundWire.com - Thursday, March 13, 2025 - Reader Rating: 1
A Brokerage Giant Starts 2025 With a Fundster Takeover, And ... An asset manager's former chief is taking over its parent. And an insurer's longtime mutual fund leader is passing the reins to another company veteran... MutualFundWire.com - Thursday, January 2, 2025 - Reader Rating: 1
Stanek Celebrates a $1.8B-AUM Duo, And ... Two of a Midwestern AM's funds gain their five-year track records, and another PM is joining the team that runs those funds... MutualFundWire.com - Wednesday, December 11, 2024 - Reader Rating: 1
In SoCal, a 40YO Boutique Enters the ETF Space A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund... MutualFundWire.com - Friday, November 1, 2024 - Reader Rating: 1
T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple A mutual fund industry trade group honors a host of fund firms... MutualFundWire.com - Tuesday, October 29, 2024 - Reader Rating: 1
In 2025, an Ex-Chief of a $1.2T-AUM AM Will Take Over Its Parent A former PM has been appointed as the next CEO of a publicly traded brokerage... MutualFundWire.com - Wednesday, October 2, 2024 - Reader Rating: 1
With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch" A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions... MutualFundWire.com - Thursday, September 19, 2024 - Reader Rating: 1
24 of the Best Fund Firms For Disability Inclusion In 2024 Two organizations recognize a host of big companies, including a number who are in the U.S. asset management business... MutualFundWire.com - Thursday, August 29, 2024 - Reader Rating: 1
Week In Preview, July 22 - July 28 This week, the teams at Artisan, Citywire, Federated Hermes, Franklin Templeton, Hartford, IDC, Invesco, M, MFDF, Nicsa, Raymond James, and Virtus will host events... MutualFundWire.com - Monday, July 22, 2024 - Reader Rating:* 1
25 Years In, an MA Quant Shop Enters the ETF Biz The launch comes a year after a publicly traded asset manager bought the boutique... MutualFundWire.com - Thursday, May 30, 2024 - Reader Rating: 1
2024's Eight Most Ethical Fund Firms An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to asset management industry insiders... MutualFundWire.com - Wednesday, March 6, 2024 - Reader Rating: 1
Nine of the Most Responsible Fund Firms Are ... A magazine and a market data specialist recognize 600 U.S. companies... MutualFundWire.com - Wednesday, January 17, 2024 - Reader Rating: 1
30 of the Best Fund Firms For LGBTQ+ Workers In 2023 An advocacy group recognizes 545 employers, including some in the asset management industry... MutualFundWire.com - Wednesday, December 6, 2023 - Reader Rating: 1
19 Fund Firms Win Big In the Second City A mutual fund industry trade group honors a number of mutual fund firms... MutualFundWire.com - Thursday, October 19, 2023 - Reader Rating: 1
17 of the Best Large Workplaces For Fundsters In 2023 A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses... MutualFundWire.com - Wednesday, October 11, 2023 - Reader Rating: 1
Seven of the Most Trustworthy Fund Firms In 2023 A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business... MutualFundWire.com - Thursday, September 21, 2023 - Reader Rating: 1
15 of the Best Employers For Women Fundsters In 2023 A business publication honors 400 American employers, including more than a dozen in the mutual fund business... MutualFundWire.com - Thursday, August 31, 2023 - Reader Rating: 1
Virtus Seals an $8.3B-AUM Deal The publicly traded, multi-boutique asset manager buys a Natixis shop, as expected... MutualFundWire.com - Thursday, April 13, 2023 - Reader Rating: 1
Two of the Top Fund Firms For Remote Work In 2023 Are ... A pair of companies in the mutual fund business are among the 100 companies recognized by a job search site... MutualFundWire.com - Wednesday, March 29, 2023 - Reader Rating: 1
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 - Reader Rating: 1
2023's Nine Most Ethical Fund Firms An organization focused on ethical business practices recognizes 135 companies, including several that should be familiar to asset management industry insiders... MutualFundWire.com - Tuesday, March 14, 2023 - Reader Rating: 1
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 - Reader Rating: 1
Schlossberg Will Take Over a $1.4T-AUM Firm, And ... The publicly traded asset manager's investment chief is also passing the reins... MutualFundWire.com - Wednesday, February 8, 2023 - Reader Rating: 1
17 of the Best Employers For Women Fundsters A business publication honors 400 American employers, including a number in the mutual fund business... MutualFundWire.com - Monday, August 29, 2022 - Reader Rating: 1
A $42B-AUM Sibling Trio Combines The rebranded combo firm remains a subsidiary of the same publicly traded parent... MutualFundWire.com - Thursday, July 7, 2022 - Reader Rating: 1
After 30+ Years, a Fund Back Office Exec Retires She spent more than seven years with her most recent employer... MutualFundWire.com - Thursday, June 9, 2022 - Reader Rating: 1
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 - Reader Rating: 1
This Year, There Are Four Firms Contending ... The team at an investment research giant reveals nominees for their big annual awards... MutualFundWire.com - Monday, April 11, 2022 - Reader Rating: 1
2022's Six Most Ethical Fund Firms An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to fundsters... MutualFundWire.com - Tuesday, March 15, 2022 - Reader Rating: 1
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 - Reader Rating: 1
The 41 Best Fund Firms For LGBTQ+ Workers Corrected \| An advocacy and political lobbying group recognizes 842 employers, including a number that are in the asset management business... MutualFundWire.com - Tuesday, February 8, 2022 - Reader Rating: 1
Victory, Virtus, Franklin, and Voya Each Seal Deals These publicly traded firms all finalized recent acquisitions in the asset management space... MutualFundWire.com - Wednesday, January 5, 2022 - Reader Rating: 1
23 Fund Firms Win Big A trade group reveals the winners of its 25th annual awards... MutualFundWire.com - Thursday, December 9, 2021 - Reader Rating: 1
A $152B-AUM Firm Enters the Translucent ETF Space The new ETF is the firm's ninth actively managed one and is subadvised... MutualFundWire.com - Wednesday, November 10, 2021 - Reader Rating: 1
An Ohioan Fundster Wins Silver in Tokyo He also competed in two separate sports at the games... MutualFundWire.com - Tuesday, October 12, 2021 - Reader Rating: 1
Four Big Fund Firms Wrap Up Deals AMG, Federated, Vanguard, and Virtus all recently closed acquisitions... MutualFundWire.com - Friday, October 8, 2021 - Reader Rating: 1
An $11.4B-AUM Boutique Enters the ETF Biz A Midwestern asset manager's first ETF play is subadvising a new, actively managed, thematic fund for the firm's parent... MutualFundWire.com - Wednesday, August 4, 2021 - Reader Rating: 1
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 - Reader Rating: 1
24 Rising Stars Shine A trade group recognizes the first group of winners for its new mentorship and awards program... MutualFundWire.com - Thursday, June 17, 2021 - Reader Rating: 1
The $1.023T Inflows Year The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, June 16, 2021 - Reader Rating: 1
Seitz Brings Two Senior Leaders to Russell Meanwhile, a top exec is on the rise there while another moves on... MutualFundWire.com - Thursday, May 6, 2021 - Reader Rating: 1
Direxion, BlackRock, and Innovator Lead an Awards Race A trade publication reveals the finalists for its 2020 awards. Winners will be recognized next month... MutualFundWire.com - Tuesday, March 16, 2021 - Reader Rating: 1
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 - Reader Rating: 1
Virtus Makes Three Board Changes One rises, one retires, and one joins the publicly traded fund firm's board of directors... MutualFundWire.com - Monday, March 1, 2021 - Reader Rating: 1
Vanguard and Virtus Top Two Lists A related list is led by Manning and Napier... MutualFundWire.com - Friday, February 26, 2021 - Reader Rating: 1
Near Gotham, a $4.3B-AUM Fund Firm Sells The deal is expected to close in the second half of 2021... MutualFundWire.com - Tuesday, February 2, 2021 - Reader Rating: 1
A 19-Year-Old Shop Debuts Its Sixth Mutual Fund The mostly employee-owned firm had $38.5 billion in AUM as of September 30... MutualFundWire.com - Tuesday, December 22, 2020 - Reader Rating: 1
FLX Expands a Team By Four and Adds a Sage The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member... MutualFundWire.com - Monday, October 12, 2020 - Reader Rating: 1
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 - Reader Rating: 1
JPMAM Takes the Lead As Titans' Inflows Slip Again The M* team updates U.S. flows data for August 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, September 15, 2020 - Reader Rating: 1
A 29-Year Company Vet Prepares to Take Over a Subadvising Titan The handoff is slated for the middle of next year at the $1-trillion-AUM institutional asset manager... MutualFundWire.com - Wednesday, September 2, 2020 - Reader Rating: 1
Titans' Inflows Climb Another 85 Percent The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, July 16, 2020 - Reader Rating: 1
Virtus Adopts a $23B-AUM U.S. Biz The adopter will keep the other asset manager on a subadvisor to the mutual funds and retail SMAs. The deal could boost the multiboutique's mutual fund AUM by 40 percent... MutualFundWire.com - Tuesday, July 7, 2020 - Reader Rating: 1
A Marketing EVP Exits In Gotham He spent more than six years at the firm before moving on at the end of last month... MutualFundWire.com - Monday, July 6, 2020 - Reader Rating: 1
Giants Start to Regain Their Flows Footing The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, May 15, 2020 - Reader Rating: 1
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 - Reader Rating: 1
The Nine Most Ethical Fund Firms A corporate standards specialist honors 132 companies, including nine companies with U.S. mutual fund businesses... MutualFundWire.com - Wednesday, February 26, 2020 - Reader Rating: 1
From MF RIA Channel Chief to Family Office Services A Lone Star State fundster moved to the Boston Behemoth a few months ago... MutualFundWire.com - Thursday, December 5, 2019 - Reader Rating: 1
After Nine Years, a Voya IM SVP Bids Adieu The exec will leave the asset manager in less than two months... MutualFundWire.com - Monday, November 25, 2019 - Reader Rating: 1
Aylward Trumpets Virtus' SMA Growth The Connecticut asset manager's team releases their Q3 2019 earnings results... MutualFundWire.com - Wednesday, November 6, 2019 - Reader Rating: 1
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 - Reader Rating: 1
Steinberg Picks a Right Hand The WisdomTree chief and one of his lieutenants each pass roles to a rising exec at the independent ETF shop... MutualFundWire.com - Thursday, September 12, 2019 - Reader Rating: 1
After Eight Years, a Virtus EVP Retires After a 40-year long career, an exec rides off into the sunset... MutualFundWire.com - Friday, July 26, 2019 - Reader Rating: 1
The Fundster 401k Roundup, May 17-June 14 Catch up on the latest news in the defined contribution industry... MutualFundWire.com - Friday, June 14, 2019 - Reader Rating: 1
After Tweaks and a Retirement, a Distro Chief Focuses On Execution "The industry's going through a lot of change. We are as a company pretty right-sized to take advantage.".. MutualFundWire.com - Tuesday, March 26, 2019 - Reader Rating: 1
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 - Reader Rating: 1
Week In Preview, February 11-18 This week the teams at ABA, Credit Suisse, informa, and the IWI are all hosting events... MutualFundWire.com - Monday, February 11, 2019 - Reader Rating: 1
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 - Reader Rating: 1
Week In Preview, January 22-27 This week the teams at Alger, the CFA Society Hartford, and the Expect Miracles Foundation are all hosting events... MutualFundWire.com - Tuesday, January 22, 2019 - Reader Rating: 1
Vanguard Simultaneously Won and Lost Last Month M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, November 27, 2018 - Reader Rating: 1
Two-Thirds of the Giants Suffer Outflows M* updates flows data for ETFs and long-term open-end mutual funds for October 2018... MutualFundWire.com - Monday, November 19, 2018 - Reader Rating: 1
Who Will Succeed This Key Edward Jones Exec? A principal at the broker-dealer is moving on to a non-profit... MutualFundWire.com - Wednesday, October 24, 2018 - Reader Rating: 1
Week In Preview, October 15-21 This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events... MutualFundWire.com - Monday, October 15, 2018 - Reader Rating: 1
Aberdeen Standard's STAR Shines In Chi-Town The Scottish multinational asset manager's U.S. arm leads the pack at an industry awards show... MutualFundWire.com - Wednesday, October 10, 2018 - Reader Rating: 1
The Five Most Powerful Women In Asset Management A trade pub puts five fundsters on its list of the 25 most powerful women in finance... MutualFundWire.com - Tuesday, September 25, 2018 - Reader Rating: 1
BlackRock and PGIM Gain a Key Distro Ally A big B-D adds the two asset managers to a list of eight other strategic product partners... MutualFundWire.com - Tuesday, July 31, 2018 - Reader Rating: 1
Week In Preview, July 23-29 This week several publicly traded asset managers are reporting their earnings... MutualFundWire.com - Monday, July 23, 2018 - Reader Rating: 1
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 - Reader Rating:* 1
Week In Preview, May 29 - June 3 This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events... MutualFundWire.com - Tuesday, May 29, 2018 - Reader Rating: 1
Is Virtus Taking an M&A Break? George Aylward talks to analysts about the New England-based firm's Q1 2018 results... MutualFundWire.com - Wednesday, May 2, 2018 - Reader Rating: 1
Hung Hires a U.S. Distro Chief The new hire will oversee DC I-O, relationship management, third-party distribution, and more... MutualFundWire.com - Thursday, April 19, 2018 - Reader Rating: 1
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 - Reader Rating: 1
Week In Preview, February 20-25 The ABA, Cohen & Steers, and PGIM are all hosting events this week... MutualFundWire.com - Tuesday, February 20, 2018 - Reader Rating: 1
And the 2017 Fund Manager of the Year Winners Are ... Causeway, Fidelity, PGIM, and T. Rowe win big with a certain investment research giant in Chi-Town... MutualFundWire.com - Wednesday, January 24, 2018 - Reader Rating: 1
T. Rowe, Fido, and Pimco Lead This Awards Race A research giant highlights the PMs behind 16 funds from 15 firms. Which four funds' PMs will win?.. MutualFundWire.com - Friday, January 12, 2018 - Reader Rating: 1
2017's Most Popular MFWire Stories Here are our most read stories of the year... MutualFundWire.com - Friday, December 29, 2017 - Reader Rating: 1
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 - Reader Rating: 1
Filings For Fundsters - October 2, 2017 The latest mutual fund industry filings with the SEC... MutualFundWire.com - Monday, October 2, 2017 - Reader Rating: 1
New Fund Fuss - September 28, 2017 A roundup of recent launches and other industry news... MutualFundWire.com - Thursday, September 28, 2017 - Reader Rating: 1
Filings For Fundsters - September 13, 2017 The latest mutual fund industry filings with the SEC ..... MutualFundWire.com - Wednesday, September 13, 2017 - Reader Rating: 1
A 22-Year Vet Leaves Hartford Funds He held a key distribution role at the fund firm, and there is no word yet on who will fill his shoes..... MutualFundWire.com - Friday, August 11, 2017 - Reader Rating: 1
Filings for Fundsters - August 11, 2017 A compilation of the latest SEC filings!.. MutualFundWire.com - Friday, August 11, 2017 - Reader Rating: 1
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 - Reader Rating: 1
B-Ds Are Shifting Away From Direct Fund Biz As the DoL's possible final implementation date approaches, direct or so-called "check-and-app" mutual fund business is out of favor at broker-dealers... MutualFundWire.com - Wednesday, July 19, 2017 - Reader Rating: 1
Follow the Fundsters - July 3, 2017 Hires, fires, and the like!.. MutualFundWire.com - Monday, July 3, 2017 - Reader Rating: 1

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