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News Stories Archives - Since 1998
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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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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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Week In Preview, May 15-21
Fundster-focused lawyers in NYC will talk ETFs, while retirement plan industry insiders will gather there as well as in Chicago, Nashville, and Vegas...
MutualFundWire.com -
Monday, May 15, 2017
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Federated Investors Founder Passes Away
The founder of Federated Investors has recently passed away.....
MutualFundWire.com -
Friday, May 12, 2017
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Filings for Fundsters - May 12, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, May 12, 2017
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An Industry I-Banker Leaves Scotiabank
After spending a little more than a year as a director at the bank's Financial Institutions division, the exec is no longer at that position. ..
MutualFundWire.com -
Wednesday, May 10, 2017
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Can Roman Make Pimco More Quanty?
The fixed income giant's CEO says he's adding 100 employees over the next year...
MutualFundWire.com -
Tuesday, May 09, 2017
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This Week In Preview, May 8-14
Events this week include: an MFEA council in Baltimore; ALFI, MMI, and Sohn events in NYC; and P&I events in Dallas and San Francisco...
MutualFundWire.com -
Monday, May 08, 2017
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Follow the Fundsters - May 9, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Friday, May 05, 2017
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M* and Rekenthaler vs Converted Hedge Funds
The columnist takes to task mutual funds that started out as hedge funds, and the investment research titan prepares to stop providing certain information about such mutual funds...
MutualFundWire.com -
Wednesday, April 26, 2017
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Is Macquarie Still an Acquirer in the U.S.?
The Australian multinational's U.S. chief talks strategy shortly after the big U.S. rebranding...
MutualFundWire.com -
Tuesday, April 25, 2017
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A Breath of Hope For the Other Fund Firms
An M* guru points out that, "for the first time in three years," Vanguard is not the entire net flows ball game...
MutualFundWire.com -
Tuesday, April 18, 2017
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Week In Preview: Fundsters Gather in NYC and Directors in DC
FRA, kasina, MFDF, and NAGDCA are all holding events this week...
MutualFundWire.com -
Monday, April 17, 2017
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A Beantown Shop Builds Advisor Distro
LMCG Investments just hired a managing director of national accounts...
MutualFundWire.com -
Wednesday, April 12, 2017
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Follow the Fundsters - April 4, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Tuesday, April 04, 2017
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Previewing Tiburon and More in NYC, NICSA in Beantown
Chip Roame, Jim Fitzpatrick, and more will gather fundsters for events this week...
MutualFundWire.com -
Monday, April 03, 2017
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Follow the Fundsters - March 28, 2017
Hires, fires, and the like! ..
MutualFundWire.com -
Tuesday, March 28, 2017
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A Second Obama Administration Alum Aligns With This Fund Firm
A mutual fund shop with $11.5 billion in AUM adds to its board of directors...
MutualFundWire.com -
Tuesday, March 28, 2017
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A New Player Squeezes into the ETF Market
A Connecticut-based firm powers its first ETF...
MutualFundWire.com -
Friday, March 24, 2017
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Filings for Fundsters - March 24, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, March 24, 2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com -
Friday, March 24, 2017
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Reader Rating: 3
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Chiron Execs Meet the Press
A Leawood, Kansas-based startup hosts its first press luncheon...
MutualFundWire.com -
Tuesday, March 21, 2017
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A $5 Billion ETF Shop Enters the Traditional Fund Biz
This Oakland, CA-based ETF shop defies the notion that the mutual fund is dead...
MutualFundWire.com -
Thursday, March 16, 2017
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Follow the Fundsters - March 15, 2017
Hires, fires, and the like!..
MutualFundWire.com -
Wednesday, March 15, 2017
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The DoL Provides Some Temporary Fiduciary Reg Relief
With its latest Field Assistance Bulletin (FAB), the department addresses near-term compliance concerns from financial institutions...
MutualFundWire.com -
Monday, March 13, 2017
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Mitchem Brings a Familiar Face to Wells
The Wells Fargo Asset Management chief has hired for a key post. ..
MutualFundWire.com -
Thursday, March 09, 2017
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Cryan Plans to Sell A Piece of DeAM
Deutsche plans to sell off a minority stake in its asset management arm as part of a broader restructuring...
MutualFundWire.com -
Monday, March 06, 2017
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Putnam Wins a Charitable Victory, On Ice
Five Beantown asset managers recently competed in a hockey tournament...
MutualFundWire.com -
Saturday, March 04, 2017
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Four Managers Leave Allianz's Retail Team
The departures from two channels at the multinational asset manager's U.S. arm...
MutualFundWire.com -
Wednesday, March 01, 2017
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TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com -
Tuesday, February 21, 2017
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Expect Miracles Takes Manhattan With Their Biggest Event Ever
The group with the tagline "Financial Services Against Cancer" hosts its third annual NYC cocktail party...
MutualFundWire.com -
Friday, February 17, 2017
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A Deep Dive Into Fidelity's New Platform
MFWire reveals pricing and possible participants for the new "iNTF program". More than 30 firms and 1,100 CUSIPs are already available, and Carolyn Clancy says they're looking to add even more...
MutualFundWire.com -
Wednesday, February 15, 2017
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Masom Picks a Legg National Accounts Chief, For Now
A key distro exec heads to Morgan Stanley and another rises. Stay tuned for more info later this year...
MutualFundWire.com -
Monday, February 13, 2017
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Hailer Passes the Baton at Natixis
The multinational asset manager has new chiefs on both sides of the pond...
MutualFundWire.com -
Thursday, February 09, 2017
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The New Fund Fuss - February 9, 2017
The latest funds making their grand debut!..
MutualFundWire.com -
Thursday, February 09, 2017
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Filings for Fundsters - February 8, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, February 08, 2017
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TD's Nally Gathers a Record Crowd in SoCal
The RIA custodian estimates that more 3,200 RIAs and their allies will converge on San Diego this week for its 21st annual conference...
MutualFundWire.com -
Tuesday, January 31, 2017
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Filings for Fundsters - January 27, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, January 27, 2017
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The New Fund Fuss - January 26, 2017
The latest funds about to make their debut! ..
MutualFundWire.com -
Thursday, January 26, 2017
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ETF Execs in Miami and B-Ds in San Fran
Industry execs will be on opposite coasts for conferences this week...
MutualFundWire.com -
Monday, January 23, 2017
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Filings for Fundsters - January 20, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, January 20, 2017
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Will You Help Elizabeth Warren Save the Fiduciary Reg?
The outspoken populist politician is trying to rally big B-Ds, mutual fund shops, banks, and insurers to fight an expected delay or retraction of the rule after President-elect Donald Trump takes office today...
MutualFundWire.com -
Friday, January 20, 2017
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Follow the Fundsters - January 17, 2017
Hirings, firings and the like!..
MutualFundWire.com -
Tuesday, January 17, 2017
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Filings for Fundsters - January 13, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, January 13, 2017
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Filings for Fundsters - January 10, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, January 10, 2017
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Prepare to Cross a Lot of Mutual Fund Ts
A new kind of share class is coming, in a big way. John Rekenthaler breaks it down for you...
MutualFundWire.com -
Friday, January 06, 2017
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Reader Rating: 5
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Allianz's Eu Picks Carroll's Successor
The German multinational asset manager's U.S. chief makes some changes in his distribution leadership...
MutualFundWire.com -
Friday, January 06, 2017
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Filings for Fundsters - January 3, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, January 03, 2017
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In Memoriam 2016
MFWire remembers the fundsters we lost this year...
MutualFundWire.com -
Friday, December 30, 2016
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Reader Rating: 5
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In Liquid Alts, This Expanding Subadvised Shop Looks For Three Things
Watch for this alternative investment seeding player to expand its two mutual fund lineup to five in the next several years...
MutualFundWire.com -
Thursday, December 29, 2016
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How Do You Compete In the Age of Vanguard?
John Rekenthaler highlights three ideas for mutual fund firms looking to stand out from the pack...
MutualFundWire.com -
Tuesday, December 27, 2016
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Reader Rating: 1
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Filings for Fundsters - December 23, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, December 23, 2016
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The New Fund Fuss - December 22, 2016
The newest mutual funds about to make their debut!..
MutualFundWire.com -
Thursday, December 22, 2016
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Follow the Fundsters - December 21, 2016
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, December 21, 2016
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How Do You Get Joe Mansueto to Invest In Your Startup?
BusinessInsider digs into the story of Morningstar's latest acquisition...
MutualFundWire.com -
Wednesday, December 21, 2016
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The Next Gig for December 19, 2016
The latest jobs available in the industry!..
MutualFundWire.com -
Monday, December 19, 2016
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Reader Rating: 4
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John Calamos Takes His Firm Private
The founder and CEO have reached a deal to acquire their firm...
MutualFundWire.com -
Monday, December 19, 2016
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Filings for Fundsters - December 16, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, December 16, 2016
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Follow the Fundsters - December 14, 2016
Hirings, firings and the like!..
MutualFundWire.com -
Wednesday, December 14, 2016
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Filings for Fundsters - December 9, 2016
A compilation for the latest SEC filings!..
MutualFundWire.com -
Friday, December 09, 2016
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