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News Stories Archives - Since 1998
With $5.2B, Schwab Threepeats The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds... MutualFundWire.com - Thursday, February 16, 2023
A $190B-AUMS Firm Launches a Multi-Strat Alts Fund The new fund is an ETF of other ETPs, including ETFs... MutualFundWire.com - Tuesday, February 14, 2023
95 Years, $6.5B In AUM, And ... Lisa Jones and her team celebrate a big anniversary for a mutual fund that is nearly a century old... MutualFundWire.com - Tuesday, February 14, 2023 - Reader Rating: 5
Joe Neuberger and a Vanguard Vet Take Over a Fund Firm The Midwestern asset manager's founder is staying on as a PM at the 34-year-old shop... MutualFundWire.com - Thursday, February 09, 2023
Seven Months Post-Merger, Two Chiefs Leave a Fund Distro Giant The private equity-backed firm had more than 1,250 employees and more than 6,300 clients after the deal closed last year... MutualFundWire.com - Wednesday, February 01, 2023
Nationwide Finds Spangler's Successor Updated \| A sales leader is taking over the Midwestern insurer's mutual fund and ETF business... MutualFundWire.com - Tuesday, January 17, 2023
A 68-Year-Old Firm Adds an Active Commodity ETF The new fund will invest mainly exchange-traded commodity futures contracts... MutualFundWire.com - Friday, January 06, 2023
One of a $164B-AUM Firm's Founders Dies The PM was one of seven people who co-founded the Gotham asset manager 54 years ago... MutualFundWire.com - Thursday, January 05, 2023
A Florida Startup Charges Into the ETF Space The firm's first fund is actively managed and part of a series trust... MutualFundWire.com - Wednesday, January 04, 2023
An Alts Shop Celebrates Its First ETF's First Birthday The year-old, subadvised, actively managed fund now has more than $60 million in AUM... MutualFundWire.com - Wednesday, January 04, 2023 - Reader Rating: 5
A $66MM-AUM Trio Merges Into a $378MM-AUM Duo Updated \| A 49-year-old firm acquires three mutual funds from a Midwestern shop... MutualFundWire.com - Thursday, December 29, 2022
A Four-Year-Old Multi-Boutique Will Buy a Three-Year-Old Peer The deal, which is expected to close next quarter, would boost the acquirer to $23 billion in AUM across nine affiliated boutiques... MutualFundWire.com - Wednesday, December 21, 2022
Week In Preview, December 5 - December 11 This week, the teams at Expect Miracles, IMEA, MFDF, MMI, SEC, VanEck, and WE are hosting events... MutualFundWire.com - Monday, December 05, 2022
Morgan Stanley Brings on an ETF Marketer The new hire previously hailed from Columbia Threadneedle... MutualFundWire.com - Friday, November 25, 2022
Week In Preview, November 14 - November 20 This week, the teams at ETFGI, Expert Series, ICI, MFDF, MMI, Nicsa, T. Rowe Price, and Women in ETFs will host events... MutualFundWire.com - Monday, November 14, 2022
Musk and Baron Talk Twitter, Zombies, and More A tech billionaire shows up as a surprise CEO guest to chat with the fundster chief... MutualFundWire.com - Friday, November 04, 2022
A $61B-AUM Firm Debuts an Income-Focused Fund of Funds The new fund will invest primarily in the Gotham firm's other ETFs... MutualFundWire.com - Thursday, November 03, 2022
An Ex-Pimco EVP Co-Founds an RIA He's teaming up with a former partner at a longtime Pimco ally... MutualFundWire.com - Wednesday, November 02, 2022 - Reader Rating: 5
A $1.23T-AUM Firm Adds Its Ninth ETF The new fund is the firm's fourth actively managed fixed income ETF... MutualFundWire.com - Tuesday, November 01, 2022
A Two-Year-Old Shop Adds Two Income ETFs Both new funds now have $1.25 million in AUM each... MutualFundWire.com - Monday, October 31, 2022
A New Prez Takes Over a $13B-AUM Fund Fam A 16-year company veteran is passing the reins and leaving the firm... MutualFundWire.com - Thursday, October 20, 2022
30 Years In, a Fund Firm Prez Retires She is passing the reins to a new hire at the 48-year-old asset manager... MutualFundWire.com - Wednesday, October 19, 2022
A $610B-AUM Firm Debuts a 3-Bps Fund The asset manager's team lays claim to the new fund having the lowest expense ratio of any ETF accessing the broad, U.S. investment grade, tax-exempt bond market... MutualFundWire.com - Wednesday, October 12, 2022
11 Fund Firms Close In On These Awards Some mutual fund firms are among the finalists for annual awards from a trade group and an investment magazine... MutualFundWire.com - Tuesday, September 27, 2022
A 47-Year-Old Firm Reopens an $8.8B Set of Funds Now all 20 of the mutual fund firm's mutual funds are open to new investors... MutualFundWire.com - Thursday, September 22, 2022
A U.S. Distro Chief Will Join a $476B-AUM Firm The Southeastern asset manager's new executive hire is based in New England... MutualFundWire.com - Monday, September 12, 2022
Week In Preview, August 8 - August 14 This week, the team at MMI is hosting an event, and two award nomination windows are closing... MutualFundWire.com - Monday, August 08, 2022
BlackRock Buys Vanguard. No, Not THAT One! The world's largest asset manager snaps up an energy company, not to be confused with a similarly named mutual fund titan... MutualFundWire.com - Thursday, July 21, 2022
A 32-Year-Old Shop Will Sell to a $631B-AUM Firm A publicly traded mutual fund firm agrees to buy a muni bond SMA specialist in the Midwest... MutualFundWire.com - Tuesday, July 19, 2022
An Ex-Hancock ETF Distro Exec Joins an Indexer The West Coast-based distribution veteran has signed on with a Big Apple firm... MutualFundWire.com - Wednesday, July 13, 2022 - Reader Rating: 5
Seven Fundster LGBT+ Gamechangers A financial services-focused organization recognizes 100 people, including seven in the U.S. asset management business... MutualFundWire.com - Tuesday, June 07, 2022 - Reader Rating: 5
Expect Miracles Wraps Biggest Fundraiser Yet The fundster-driven charity raised more than $880,000 in their most recent remote challenge... MutualFundWire.com - Wednesday, June 01, 2022
A $460B-AUM Active Firm Launches Three ETFs All three new funds are thematic ones, and their expense ratio is 55 bps... MutualFundWire.com - Thursday, April 07, 2022
A $231B-AUS Firm Adds a Small Cap Fund The duo PMing the new fund already run a $6.1-billion, five-star, 24-year-old fund together... MutualFundWire.com - Wednesday, April 06, 2022
A $111B-AUM Fund Firm Will Buy an Alt Credit Shop The target shop has about $19 billion in AUM, and the deal is expected to close in the coming months... MutualFundWire.com - Thursday, March 31, 2022
5 Years, 8 ETFs, $1.1B In AUM A Boise-area ETF shop's team celebrates a big anniversary... MutualFundWire.com - Tuesday, March 29, 2022
Targeting SMAs, a Legg Vet Joins a $575B-AUM AM's Leadership Team The new hire will report directly to the CEO in a newly created position: head of strategic initiatives... MutualFundWire.com - Friday, March 25, 2022
A $1.5B-AUM Startup's Chief Passes the Reins, But ... The four-year-old ETF shop's founder now serves as CEO of its parent company... MutualFundWire.com - Tuesday, March 22, 2022
Bathon Hires a Journalist-Turned-Fund-Research-Vet The exec will serve as director of research at the Beantown consulting and research ally to fundsters... MutualFundWire.com - Wednesday, March 09, 2022 - Reader Rating: 5
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 02, 2022 - Reader Rating: 5
A $372B-AUM Boutique Teams Up With an HBCU 10 percent of the revenue from a giant fund's new share class will be donated to a university grant program... MutualFundWire.com - Wednesday, March 02, 2022 - Reader Rating: 5
A Fixed Income Startup Builds Its First ETF The asset manager, based in the Midwest and the Northwest, already offers CITs and SMAs... MutualFundWire.com - Thursday, February 24, 2022
Harbor Gains SVPs on Opposite Coasts The new hires both join the Chi-Town fund firm's distribution team... MutualFundWire.com - Friday, February 11, 2022
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 08, 2022
Expect Miracles Keeps In Touch and Tackles Financial Literacy The cancer-fighting charity is also preparing to kick off its 2022 in-person events with a March celebration... MutualFundWire.com - Friday, January 28, 2022
SSGA Leads As Passive Inflows Rise 60 percent The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, January 27, 2022
Schwab's Inflows Nearly Triple to $50B The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, January 19, 2022
Bill Miller Divides and Passes His Reins The famed value investor initiates his succession plan for his boutique and its two mutual funds... MutualFundWire.com - Wednesday, January 05, 2022
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 - Reader Rating: 5
Near KC, a New Player Debuts Its First ETF The new shop is teaming up with Cohen & Co, EQM, Foreside, Morgan Lewis, Toroso, and U.S. Bank... MutualFundWire.com - Tuesday, December 28, 2021
PE Bets On a $7B-AUM ETF Strategist The closing of the deal also accompanies a leadership change at the asset manager... MutualFundWire.com - Wednesday, December 01, 2021 - Reader Rating: 5
A Global Product Chief Rises at T. Rowe The executive previously held a DC I-O leadership role at the publicly traded fund firm... MutualFundWire.com - Thursday, November 18, 2021 - Reader Rating: 5
A $641B-AUM Firm and a $17B-AUM Firm Team Up The two firms are launching an active, translucent ETF next week... MutualFundWire.com - Tuesday, November 09, 2021
SEC and CFTC Jointly Smite a Cali ETF Shop The fund firm and one of its ETPs have agreed to pay a $2.5-million penalty... MutualFundWire.com - Monday, November 08, 2021
Pimco and an Eaton Vance Exec Win Big A trade group honors three firms and one industry insider at its annual conference... MutualFundWire.com - Thursday, October 28, 2021
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: 5
Four Big Fund Firms Wrap Up Deals AMG, Federated, Vanguard, and Virtus all recently closed acquisitions... MutualFundWire.com - Friday, October 08, 2021
An $11.5B-AUM Boutique Adds Another Bond Fund $7 billion of the fund firm's AUM is in fixed income assets... MutualFundWire.com - Tuesday, October 05, 2021
After 25 Years, a Senior Exec Leaves a $183B-AUM Firm The multi-manager fund firm is part of a publicly traded multinational... MutualFundWire.com - Tuesday, August 31, 2021 - Reader Rating: 5
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
A $183B-AUM Shop Debuts an MBS ETF This is the multi-manager fund firm's second active fixed income ETF launch of 2021... MutualFundWire.com - Friday, August 20, 2021 - Reader Rating: 5
Three Years Later, a U.S. Fund Firm Adds to a $351MM Deal The publicly traded asset manager has agreed to buy most of the rest of a British ESG shop... MutualFundWire.com - Wednesday, August 18, 2021 - Reader Rating: 5
iM Global Invests In a $14.6B-AUM Shop The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond... MutualFundWire.com - Monday, August 02, 2021
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
As a $604B-AUM Firm Rebrands, a New CEO Springs In Both changes are slated to take effect when the firm spins off this year in a PE deal... MutualFundWire.com - Tuesday, July 27, 2021
From MF Wholesaler to Quant Crypto Investing Entrepreneur A fundster launches his own AM shop, focused on investing in cryptocurrencies... MutualFundWire.com - Monday, July 12, 2021 - Reader Rating: 5
A $33B-AUM PE Buys a Fund Distributor The acquirer will replace a prior PE owner... MutualFundWire.com - Wednesday, July 07, 2021 - Reader Rating: 5
Active Inflows Fall 74 Percent The M* team updates U.S. flows data for May 2021 for ETFs and long-term, opened mutual funds... MutualFundWire.com - Tuesday, June 29, 2021
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
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: 4
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
M* Shines Its Light On Ten Fund Firms Yet only three firms will win the investment research firm's big awards next week... MutualFundWire.com - Tuesday, June 15, 2021
A $2.06T-AUM AM Adds a Two Focused ESG Funds The new global mutual funds are both for U.S. investors and come in three different share class flavors... MutualFundWire.com - Tuesday, June 08, 2021
A $16B-AUM Boutique's CFO Passes the Reins, And ... The new hire hails most recently from a freshly acquired fund firm... MutualFundWire.com - Monday, June 07, 2021
The Low-Cost Leviathan Brings PE to Retail The firm initially entered the space last year, for its institutional clients... MutualFundWire.com - Wednesday, May 19, 2021
An Ex Fundster Chief Resurfaces At a $30B-AUMA WM Firm The firm is based in Louisiana, though the exec is in Texas... MutualFundWire.com - Tuesday, May 04, 2021
Thornburg's Brady Hires a 25-Year USAA Vet The new hire joins a team that manages $9.3 billion in mutual funds, SMAs, and institutional strategies... MutualFundWire.com - Thursday, April 29, 2021
A $2T-AUM Investing Chief Passes the Reins The 32-year company veteran is preparing to retire... MutualFundWire.com - Friday, April 23, 2021
Some Fundsters and Fund Firms Sign a Voting Rights Ad More than 500 CEOs and companies put their names on a double-page ad yesterday... MutualFundWire.com - Thursday, April 15, 2021
Semi-Retirement Calls to a Fund-Marketer-Turned-Consultant His move is a first for a familiar ally to mutual fund firms... MutualFundWire.com - Monday, April 12, 2021
A Hedge Fundster Joins a $35B-AUM Firm's C-Suite The Midwestern fund firm's chief is adding a COO... MutualFundWire.com - Friday, March 26, 2021
Morgan Stanley and Virtus Dominate These Awards' Top Tier 32 fund firms' offerings reached the top of a new best mutual funds list... MutualFundWire.com - Friday, March 26, 2021
Fidelity and Vanguard Led the Way In February The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, March 23, 2021
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
A $402B-AUM Multinational Hires a Client Experience Chief The exec will be based on the other side of the pond... MutualFundWire.com - Tuesday, March 09, 2021
At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader The new hire at the Lone Star State firm hails from the Denver area... MutualFundWire.com - Monday, March 08, 2021
A Midwestern FA Hunts For RIAs to Power ETFs A new ally launched its first ever ETF last month... MutualFundWire.com - Thursday, February 11, 2021 - Reader Rating: 5
A 17-Year-Old Compliance Ally Extends Its Brand A longtime ally to fundsters is streamlining his firm's branding to underscore its expanded suite of support... MutualFundWire.com - Tuesday, February 09, 2021 - Reader Rating: 5
Week In Preview, February 8 - February 14 This week, the teams at Broadridge and MFDF will host online events... MutualFundWire.com - Monday, February 08, 2021
A $7.8B-AUM Fund Firm's CEO Appoints Eight The faith-based firm specializes in ESG investing... MutualFundWire.com - Friday, February 05, 2021
A Franklin Boutique Lifts Out a $2.7B-AUM Team The deal includes a pair of PMs, a research associate, and a pair of mutual funds... MutualFundWire.com - Wednesday, February 03, 2021
Small Firms' Outflows Rose 23-Fold In 2020 The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, January 21, 2021
Four Dodge & Cox Leaders Prepare to Exit The San Fran fund firm's chairman and CEO reveal a host of upcoming leadership changes... MutualFundWire.com - Wednesday, January 20, 2021
Week In Preview, January 4 - January 10 Happy New Year!.. MutualFundWire.com - Monday, January 04, 2021
In Memoriam Fundsters said goodbye to a number of industry veterans in 2020... MutualFundWire.com - Thursday, December 31, 2020
A Florida Wholesaler Departs a Cali TAMP The sales veteran spent eight years at the firm... MutualFundWire.com - Wednesday, December 30, 2020 - Reader Rating: 5
12 Years, $7B, and Counting A Beantown fund firm's team celebrates a milestone... MutualFundWire.com - Monday, December 14, 2020
An ETF Startup Pushes For the Energy Horizon A Philly firm rolls out its first fund, with help from ETC... MutualFundWire.com - Friday, December 11, 2020
New Retail and Planning Chiefs Rise At Vanguard As a senior leader prepares to say goodbye, several other top execs are shifting at the Low-Cost Leviathan... MutualFundWire.com - Friday, December 04, 2020
40 Years In, a CIO Starts Waving Goodbye Two members of his team will take over at the end of next year... MutualFundWire.com - Wednesday, November 11, 2020

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