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News Stories Archives - Since 1998
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Week In Preview, April 16-22
The teams at ALFI, InvestmentNews, MFDF, and MFEA are all hosting events this week...
MutualFundWire.com -
Monday, April 16, 2018
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The Tale of Casey Quirk
A trade pub profiles John Casey and his consulting shop to asset managers...
MutualFundWire.com -
Tuesday, April 10, 2018
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Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com -
Monday, April 09, 2018
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Harrison Consolidates Hancock's Beantown HQs
The Manulife-backed insurer, which includes U.S. mutual fund and retirement plans divisions, will soon have a single headquarters in a familiar Boston neighborhood...
MutualFundWire.com -
Wednesday, March 28, 2018
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Meet the Latest Fund Evaluation Complexities: LUP and LOP
M* has thrown yet another potential wrench into the way investors and FAs evaluate actively managed mutual funds and other investment products. Expect questions!..
MutualFundWire.com -
Tuesday, March 27, 2018
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The Power Behind Delaware Buys a $4.49B-AUM Shop
The Australian multinational's asset management arm acquires a value investing shop in continental Europe...
MutualFundWire.com -
Monday, March 12, 2018
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Reader Rating: 5
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2018's Richest Fundsters Are ...
A number of asset management (and asset-management-adjacent) industry insiders made it onto the latest annual edition of a famous list of the world's richest people...
MutualFundWire.com -
Friday, March 09, 2018
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Week In Preview, March 5-11
In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement...
MutualFundWire.com -
Monday, March 05, 2018
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Despite a Shift, Passive Titans Still Dominated January Flows
Yet industrywide active fund flows started off the new year by swinging positive for the month...
MutualFundWire.com -
Monday, February 26, 2018
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Will HSBC GAM Find Its Pioneer?
The new chief at the multinational bank puts asset management M&A options on the table...
MutualFundWire.com -
Friday, February 23, 2018
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Week In Preview, February 20-25
The ABA, Cohen & Steers, and PGIM are all hosting events this week...
MutualFundWire.com -
Tuesday, February 20, 2018
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The Founder of a Touchstone Precursor Dies
A "Cincinnati mutual fund pioneer" dies at 78...
MutualFundWire.com -
Wednesday, January 31, 2018
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Brinker's Destinations Took the Lead In 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com -
Tuesday, January 30, 2018
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Bogle Defends ESG ... Sort Of
The most famous retired fundster chimes in two weeks after the CEO of the world's biggest asset manager made a public ESG push...
MutualFundWire.com -
Tuesday, January 30, 2018
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Week In Preview, January 29-February 4
DAI Partners, the Expect Miracles Foundation, FSI, and TD Ameritrade are all hosting events this week...
MutualFundWire.com -
Monday, January 29, 2018
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Franklin's Nine-Figure Deal Across the Pond Brings Back a Templeton Vet
The California-based multinational agrees to acquire a $10-billion-AUM global equity asset manager on the other side of the Atlantic...
MutualFundWire.com -
Thursday, January 18, 2018
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Week In Preview January 16-21
BofA Merrill, CFA Society New York, Crane Data, FIASI, informa, the Investments & Wealth Institute, KraneShares, and SSgA are all hosting events this week...
MutualFundWire.com -
Tuesday, January 16, 2018
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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
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2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com -
Friday, December 29, 2017
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Week In Preview, December 11-17
SIFMA and T. Rowe are both hosting Gotham events this week, and the Expect Miracles Foundation is looking for distance runners...
MutualFundWire.com -
Monday, December 11, 2017
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Bond Is Back ... In the ETF Biz
Bruce Bond and John Southard have taken over a Midwestern ETF startup and are building it out...
MutualFundWire.com -
Friday, December 08, 2017
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For Deutsche AM, It's Back to the Future
Deutsche Bank is bringing back an old brand as it prepares to IPO its asset management arm as early as the first half of next year...
MutualFundWire.com -
Tuesday, December 05, 2017
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Week In Preview, December 4-10
The AAII, Highland, the ICI, informa, the Investments & Wealth Institute, MarketCounsel, Natixis, and the SEC are all holding events this week...
MutualFundWire.com -
Monday, December 04, 2017
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Carlyle Sells a Piece of TCW and Gives Up Control
The PE giant reduces its stake in the $200B-AUM asset manager, whose management is stepping up as an overseas buyer steps in...
MutualFundWire.com -
Friday, December 01, 2017
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An Irish Charity Gathers Fundsters to Honor a Star PM
A famed retired fundster was the headline honoree at a Beantown party last week...
MutualFundWire.com -
Tuesday, November 21, 2017
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Week In Preview, 11/13 - 11/19
This week the Charles Schwab, Investments & Wealth Institute, Osney, and T. Rowe Price teams will host events...
MutualFundWire.com -
Monday, November 13, 2017
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Week In Preview, November 6-12
Baron Funds, DST kasina, the Expect Miracles Foundation, an ETF startup, the ICI, InvestmentNews, the MFEA, and the New York Financial Writers' Association are all hosting events this week...
MutualFundWire.com -
Monday, November 06, 2017
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The Curse of Common Names
In the age of Google and social media, it's become harder to hide if you have a unique name. Yet it's also become easier to get mistaken for someone else if you have a common name, as an FA in the Midwest discovered this week...
MutualFundWire.com -
Thursday, November 02, 2017
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Lytle Shares Macquarie's Potential Acquisition Dreams
The Australian multinational is on the hunt for deals, both in the U.S. and abroad...
MutualFundWire.com -
Tuesday, October 31, 2017
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Reader Rating: 5
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Week In Preview, October 30-November 5
Transamerica, Macquarie, Inside ETFs, and the Philadelphia Fund Alliance are all hosting events this week...
MutualFundWire.com -
Monday, October 30, 2017
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OppFunds and Columbia Threadneedle Win Big in Chitown
Last night was also a big night for Aberdeen Standard, Franklin Templeton, Hennessy, J.P. Morgan, John Hancock, Matthews Asia, Saturna Capital, T. Rowe Price and 26 other firms...
MutualFundWire.com -
Thursday, October 26, 2017
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WSJ vs M*'s Stars, Round 3
The most prominent business paper in the U.S. again takes on the investment research titan's mutual fund ratings system, this time in an expose-length feature. Yet unanswered questions remain...
MutualFundWire.com -
Thursday, October 26, 2017
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Reader Rating: 3
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How a No-Load Giant Is Making a Push With Advisors
InvestmentNews digs into the shift being made by a well-known, publicly-traded asset manager...
MutualFundWire.com -
Wednesday, October 25, 2017
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Week In Preview - October 23-29
DST kasina, Eaton Vance, FIASI, IDC, Informa, MFEA, M*, and Opal Group are all hosting events this week...
MutualFundWire.com -
Monday, October 23, 2017
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Follow the Fundsters - October 20, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Friday, October 20, 2017
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A PM Takes Over William Blair IM
John Ettelson picks a successor for Michelle Seitz...
MutualFundWire.com -
Monday, October 16, 2017
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Follow the Fundsters - October 12, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Thursday, October 12, 2017
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Filings For Fundsters October 11, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com -
Wednesday, October 11, 2017
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Week In Preview, October 9-15
AIMSE, Carson Group Coaching, Expect Miracles, Irish Funds, and Tiburon are all hosting events this week...
MutualFundWire.com -
Monday, October 09, 2017
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Will a $2,700 Mistake Cost BlackRock $37MM?
The moral of the story may be: asset managers that do any work for state or local governments should keep their execs' dollars out of politics, even national politics...
MutualFundWire.com -
Wednesday, October 04, 2017
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Follow the Fundsters - October 3, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Tuesday, October 03, 2017
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Filings For Fundsters - October 2, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com -
Monday, October 02, 2017
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Week In Preview, October 2-8
Managed accounts execs gather in Chitown while fundsters converge on Beantown and KPAs meet outside LA...
MutualFundWire.com -
Monday, October 02, 2017
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Duckworth Partially De-Channelizes Hancock
The fund firm's intermediary distro chief reduces his territory count, adds more specialized internals, and changes the way his field forces handles places that are outside the country's major markets...
MutualFundWire.com -
Wednesday, September 27, 2017
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An Oregon Fund Firm Expands Its Tech Team
A mutual fund entrepreneur in the Pacific Northwest is leaning on technology more than traditional wholesalers...
MutualFundWire.com -
Monday, September 25, 2017
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Follow the Fundsters - September 18, 2017
Hires, fires and the like!..
MutualFundWire.com -
Monday, September 18, 2017
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Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com -
Monday, September 18, 2017
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John Hancock Investments Shifts
Manulife puts its U.S. mutual fund arm within a newly created unit, led by a soon-to-be promoted exec...
MutualFundWire.com -
Tuesday, September 12, 2017
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Follow the Fundsters - September 12, 2017
Hires, fires and the like!..
MutualFundWire.com -
Tuesday, September 12, 2017
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Moninger Brings a Top RidgeWorth Alum to Eaton Vance
The new hire will focus on the independent broker-dealer channel for the Beantown mutual fund shop...
MutualFundWire.com -
Monday, September 11, 2017
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Reader Rating: 5
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Filings For Fundsters - September 11, 2017
The latest mutual fund industry filings .....
MutualFundWire.com -
Monday, September 11, 2017
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Week In Preview, September 11-17
A 401(k) conference gets delayed as Irma batters Florida and Houston recovers from Harvey...
MutualFundWire.com -
Monday, September 11, 2017
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A Mutual Fund Legal Eagle Falls at 72
A prominent investment management industry lawyer who once helped run a piece of the SEC died over Labor Day weekend after a fall...
MutualFundWire.com -
Friday, September 08, 2017
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Why Did Fidelity Come to Rhode Island? Because a Famous Bulldog Backed Down
The death of a high-profile Ocean State power player brings up a two-decade-old story about how Ned Johnson ended up bringing the Boston Behemoth to another state...
MutualFundWire.com -
Thursday, September 07, 2017
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Filings For Fundsters - September 5, 2017
The latest mutual fund filings .....
MutualFundWire.com -
Tuesday, September 05, 2017
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Filings For Fundsters - August 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Thursday, August 31, 2017
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A Fund Firm Triples the Ante With Its Attack on the Pharmaceutical Enron
A Garden State mutual fund is attacking a beleaguered, infamous drug company, alleging $80 billion in investor losses...
MutualFundWire.com -
Tuesday, August 29, 2017
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Follow the Fundsters - August 22, 2017
Hires, fires and the like!..
MutualFundWire.com -
Tuesday, August 22, 2017
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Filings for Fundsters - August 18, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, August 18, 2017
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A Two-State Shop Enters the ETF Biz
It debuted its first ETF in April.....
MutualFundWire.com -
Tuesday, August 15, 2017
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A Utah Fund Firm Shutters
The five-year-old shop also liquidated its sole mutual fund...
MutualFundWire.com -
Monday, August 07, 2017
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Week In Preview, August 7-13
Retirement plan industry insiders are working out in Beantown and fundsters are networking in Gotham. And a big 401(k) industry conference is just around the corner...
MutualFundWire.com -
Monday, August 07, 2017
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Mutual Funds Only? Fundsters Explain LPL's New Platform
Here's what some executives of the fund firms on the platform are saying.....
MutualFundWire.com -
Friday, August 04, 2017
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New Fund Fuss - August 3, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, August 03, 2017
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Three Rise As a $10B Fund Firm's Chief Transfers Power
A Midwestern mutual fund shop's chairman and CEO will retire at the end of the year, and a trio of other execs there are on the rise...
MutualFundWire.com -
Friday, July 28, 2017
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A Giant Bank Works On Its Asset Manager's IPO Story
This partial spinoff won't happen until the first half of next year at the earliest, Reuters reports...
MutualFundWire.com -
Thursday, July 27, 2017
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Sullivan Wants to Stack Legg's Non-Traditional Wins
Nearly half of the multi-boutique's gross retail sales last fiscal year came from products other than traditional mutual funds. Watch for SMAs and ETFs to play a bigger role for the firm...
MutualFundWire.com -
Wednesday, July 26, 2017
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Follow the Fundsters - July 18, 2017
The latest hires, fires, and more!..
MutualFundWire.com -
Tuesday, July 25, 2017
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Carroll Joins a $47.1B Shop
The former Allianz GI retail chief joins another asset manager in the Big Apple...
MutualFundWire.com -
Monday, July 24, 2017
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Filings for Fundsters - July 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, July 24, 2017
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USCF and Edgewood Had a Fantastic June!
An analysis of $1B to $10B AUM fund flow data for June 2017...
MutualFundWire.com -
Monday, July 24, 2017
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Week In Preview, July 24-30
In less than a week, thousands of FAs and fundsters will converge in Beantown...
MutualFundWire.com -
Monday, July 24, 2017
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Week In Preview, July 17-23
401k plan advisors are pulling a Jimmy Stewart and going to Washington...
MutualFundWire.com -
Monday, July 17, 2017
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Jerry Miller Returns
Former Deutsche chief takes over a $217 B in AUM asset manager.....
MutualFundWire.com -
Friday, July 14, 2017
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McNabb Is Stepping Down
A familiar face is taking over the largest mutual fund company in the world next year. ..
MutualFundWire.com -
Thursday, July 13, 2017
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20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com -
Thursday, July 13, 2017
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New Fund Fuss - July 13, 2017
The latest news on funds!..
MutualFundWire.com -
Thursday, July 13, 2017
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A $2.2 B Fund Firm's Distro Expansion Continues
This fund firm is keeping good on their promise to double their distro team and they have plans to expand another team.....
MutualFundWire.com -
Wednesday, July 12, 2017
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Follow the Fundsters - July 11, 2017
The latest hires, fires, and more!..
MutualFundWire.com -
Tuesday, July 11, 2017
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Nine Shops Add ETFs to OneSource
15 more ETFs will now be available on Schwab's NTF ETF platform...
MutualFundWire.com -
Monday, July 10, 2017
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Reader Rating: 3
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Three Percent of Fidelity Employees Say Goodbye
More than 1,500 people reportedly took the Boston Behemoth's buyout package offer for older, longer-tenured employees. Most of those who accepted left by the week before Independence Day...
MutualFundWire.com -
Wednesday, July 05, 2017
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The Myth of Indexing
As Burton Malkiel himself lends his weight to a new smart beta player, it's worth remembering that investors aren't really passive, even when they own index funds...
MutualFundWire.com -
Friday, June 30, 2017
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An ETF Vet Co-Launches an App Biz
A co-founder of PowerShares is starting a new venture.....
MutualFundWire.com -
Monday, June 26, 2017
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Filings for Fundsters - June 26, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, June 26, 2017
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Week In Preview, June 26-July 2
401(k) folk are gathering in the Midwest, while other retirement industry insiders and fixed income veterans are converging in the Big Apple...
MutualFundWire.com -
Monday, June 26, 2017
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McDonough Builds Out a New OpFunds Institute
The Gotham mutual fund shop's distribution and marketing chief is also hiring in several areas and looking at artificial intelligence...
MutualFundWire.com -
Monday, June 19, 2017
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Top Dogs at RidgeWorth Depart Post-Virtus
After the acquisition closed earlier this month, these execs are moving on...
MutualFundWire.com -
Friday, June 16, 2017
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Jack "Not a Math Guy" Lew Shares Insite At Pershing
The former U.S. Treasury Secretary took the main stage yesterday for day one of the Pershing Insite conference. Silicon Valley types and a famous photographer will follow today...
MutualFundWire.com -
Thursday, June 15, 2017
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Reader Rating: 3
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Follow the Fundsters - June 14, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Wednesday, June 14, 2017
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Pershing Insite 2017 Begins!
The broker-dealer and RIA clearing and custody ally is gathering FAs and fundsters for its annual conference, this time in SoCal...
MutualFundWire.com -
Wednesday, June 14, 2017
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A Royal Value Shop Celebrates a Crystal Anniversary
These funds were launched fifteen years ago next week.....
MutualFundWire.com -
Friday, June 09, 2017
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Follow the Fundsters - June 5, 2017
Hires, fires, and the like! ..
MutualFundWire.com -
Monday, June 05, 2017
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Week In Preview, June 5-11
401(k) folks in Philly and D.C., indie B-D execs in D.C., and fundsters golfing in New England are a few of the events on the agenda this week...
MutualFundWire.com -
Monday, June 05, 2017
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USCF Has a New Head of Distribution
USCF Investments just promoted this employee.....
MutualFundWire.com -
Friday, June 02, 2017
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Filings for Fundsters - May 31, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, May 31, 2017
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Follow the Fundsters - May 23, 2017
Hires, fires and the like! ..
MutualFundWire.com -
Tuesday, May 23, 2017
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Week In Preview, May 22-28
Paris and Highland both come to Gotham, while fundsters converge across the pond. Meanwhile, 401k folk are already gathered in Music City and Sin City...
MutualFundWire.com -
Monday, May 22, 2017
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Sullivan Anoints Sales and Marketing Chiefs at Legg
One exec shifts, three join the executive committee, one leaves and one no longer shares his role. ..
MutualFundWire.com -
Tuesday, May 16, 2017
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Follow the Fundsters - May 16, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, May 16, 2017
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These Fund Firms and B-Ds Are Seen as Great Employers
A host of familiar names land on new lists of the best midsize and large companies to work for in the U.S...
MutualFundWire.com -
Tuesday, May 16, 2017
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