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News Stories Archives - Since 1998
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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
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Reader Rating: 5
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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
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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
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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
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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
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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
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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
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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
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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
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Reader Rating: 5
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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 02, 2022
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Reader Rating: 5
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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
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Reader Rating: 5
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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
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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
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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
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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
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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
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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
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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
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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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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
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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
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Reader Rating: 5
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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
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Reader Rating: 5
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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
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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
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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
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An Ohioan Fundster Wins Silver in Tokyo
He also competed in two separate sports at the games...
MutualFundWire.com -
Tuesday, October 12, 2021
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Reader Rating: 5
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Four Big Fund Firms Wrap Up Deals
AMG, Federated, Vanguard, and Virtus all recently closed acquisitions...
MutualFundWire.com -
Friday, October 08, 2021
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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
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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
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Reader Rating: 5
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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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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
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Reader Rating: 5
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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
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Reader Rating: 5
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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
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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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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
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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
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Reader Rating: 5
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A $33B-AUM PE Buys a Fund Distributor
The acquirer will replace a prior PE owner...
MutualFundWire.com -
Wednesday, July 07, 2021
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Reader Rating: 5
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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
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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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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
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Reader Rating: 4
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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
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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
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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
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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
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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
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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
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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
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A $2T-AUM Investing Chief Passes the Reins
The 32-year company veteran is preparing to retire...
MutualFundWire.com -
Friday, April 23, 2021
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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
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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
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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
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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
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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
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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
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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
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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
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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
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Reader Rating: 5
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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
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Reader Rating: 5
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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
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A $7.8B-AUM Fund Firm's CEO Appoints Eight
The faith-based firm specializes in ESG investing...
MutualFundWire.com -
Friday, February 05, 2021
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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
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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
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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
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Week In Preview, January 4 - January 10
Happy New Year!..
MutualFundWire.com -
Monday, January 04, 2021
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2020...
MutualFundWire.com -
Thursday, December 31, 2020
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A Florida Wholesaler Departs a Cali TAMP
The sales veteran spent eight years at the firm...
MutualFundWire.com -
Wednesday, December 30, 2020
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Reader Rating: 5
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12 Years, $7B, and Counting
A Beantown fund firm's team celebrates a milestone...
MutualFundWire.com -
Monday, December 14, 2020
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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
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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
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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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Wilczewski Brings Back a BlackRock Alum
The new hire joins his leadership team here in the U.S. at DWS...
MutualFundWire.com -
Tuesday, November 03, 2020
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37 Percent of Small Fund Firms Have Net 2020 Inflows
The M* team updates U.S. flows data for September 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, October 16, 2020
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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
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John Carroll Resurfaces to Support Two Trade Groups
The fundster joins a non-profit as head of its national accounts team...
MutualFundWire.com -
Wednesday, September 16, 2020
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Reader Rating: 5
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A 24-Year Franklin Vet Exits
The departure comes as after the close of the firm's biggest acquisition yet...
MutualFundWire.com -
Wednesday, September 09, 2020
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Reader Rating: 5
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A $623B-AUM Giant's Strategy Chief Rises
Meanwhile, an eight-year company veteran is preparing to leave this asset manager's C-suite...
MutualFundWire.com -
Thursday, August 27, 2020
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Wilczewski Aims to Bring Eight DWS Segments Closer Together
The multinational's new client coverage chief in the Americas talks institutionalization, branding, and more...
MutualFundWire.com -
Tuesday, August 25, 2020
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An Insti Chief Takes Over a Multinational's Americas Client Coverage
The freshly appointed executive is also a veteran of Van Kampen, Wilshire, and Aon...
MutualFundWire.com -
Monday, August 24, 2020
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After a Retirement, a 17-Year Victory Leader Rises
A key distribution leader passed the reins at the end of last month...
MutualFundWire.com -
Tuesday, August 11, 2020
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A 51-Year-Old Boutique's CEO Passes the Torch
A 15-year company veteran will take over the $17.5-billion-AUM firm next year...
MutualFundWire.com -
Tuesday, July 28, 2020
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The Neuberger Team Mourns an Ex-MF Chief
The former exec spent more than 38 years at the Gotham asset manager...
MutualFundWire.com -
Friday, July 24, 2020
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Leaders From T. Rowe, Principal, and More Will Guide IMEA
The trade group's executive council rotates...
MutualFundWire.com -
Monday, July 20, 2020
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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
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Week In Preview, July 13 - July 19
This week the teams at Aite Group, MFDF, MMI, NICSA, and SEC will host virtual events...
MutualFundWire.com -
Monday, July 13, 2020
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Jim Ross Resurfaces to Guide an Acquirer
The company raised $350 million last month to do a deal in asset management, fintech, or wealth management...
MutualFundWire.com -
Friday, July 10, 2020
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12 Years, $5B In AUM
A New England mutual fund firm crosses a milestone...
MutualFundWire.com -
Thursday, July 09, 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 07, 2020
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At a $1T-AUM Firm, the CMO's Reach Extends
The exec is taking a broader role with the asset manager's parent company...
MutualFundWire.com -
Thursday, June 25, 2020
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Fundsters Honor Juneteenth
Executives across the asset management industry are among those publicly celebrating the holiday and what it represents...
MutualFundWire.com -
Friday, June 19, 2020
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Reader Rating: 5
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T. Rowe Leads This Abbreviated Awards Race
Nine fund firms are in contention for these awards. The winners will be revealed next week...
MutualFundWire.com -
Monday, June 15, 2020
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Inflows Jump 68 Percent For the Titans
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 12, 2020
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After 11 Years, a Subadvised Shop's Chief Passes the Reins
A new CEO started yesterday, and the outgoing chief is expected to retire at the end of 2020...
MutualFundWire.com -
Tuesday, June 09, 2020
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Week In Preview, June 8 - 14
This week the teams at Fund Intelligence, Morgan Stanley, and NICSA are all hosting online events...
MutualFundWire.com -
Monday, June 08, 2020
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Brady Hires a Successor For a Key 28-Year Thornburg Vet
The New Mexico-based mutual fund firm's chief hires a new CMO...
MutualFundWire.com -
Thursday, June 04, 2020
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More MF Chiefs Speak Up As BLM Protests Continue
CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota...
MutualFundWire.com -
Wednesday, June 03, 2020
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USCF's Massive Inflows Continue
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 19, 2020
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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
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Reader Rating: 5
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20 Years In, an Alts Shop Enters the ETF Biz
A Gotham boutique debuts its first ETF under a new arm. Stay tuned for more down the line...
MutualFundWire.com -
Wednesday, May 13, 2020
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Bridgeway Hires an Ex-Cushing Partner
The exec will lead client service and marketing at the Lone Star State firm...
MutualFundWire.com -
Tuesday, May 12, 2020
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Graziano Promotes as a Touchstone Vet Takes Over a Subadvisor
There's a new chief this week at an $8.7-billion-AUM institutional asset manager...
MutualFundWire.com -
Thursday, May 07, 2020
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