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News Stories Archives - Since 1998
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The Largest Firms Gobble 98 Percent of Flows
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 15, 2019
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After 37 Years, a Mutual Fund Legal Eagle Leaves Willkie Farr
A veteran industry attorney in New York is retiring...
MutualFundWire.com -
Monday, April 01, 2019
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Week In Preview, March 25-31
This week the teams at Crane, ETF.com, FIASI, InvestmentNews, MMI, and the SEC are all hosting events...
MutualFundWire.com -
Monday, March 25, 2019
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Why a Michigan RIA Teamed Up With a Fund Firm
The full-service firm will handle distribution for the fund, which merged into another fund...
MutualFundWire.com -
Thursday, March 21, 2019
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Eric Holder, Mutual Fund Director
The former U.S. Attorney General is the third Obama administration alum to align with this midwestern mutual fund shop...
MutualFundWire.com -
Wednesday, March 20, 2019
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Bogles' Bunch Dominates Both Sides
The M* team updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 19, 2019
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Passive Inflows Drive February Growth
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 12, 2019
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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 08, 2019
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2019's Richest Fundsters Are ...
Many asset management (and asset-management-adjacent) industry insiders rank among the world's billionaires, according to the latest edition of a famous list...
MutualFundWire.com -
Thursday, March 07, 2019
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Week In Preview, March 4-10
This week the teams at Ariel, FIASI, informa, IMEA, and MFDF are all hosting events...
MutualFundWire.com -
Monday, March 04, 2019
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The Quiet Active Titan Is Back On Top
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 28, 2019
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Five Years In, Two Wilshire MF Execs Move Up
The consulting firm has two new SVPs...
MutualFundWire.com -
Friday, February 22, 2019
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Flows Rebound, and Vanguard Retakes the Lead
M* updates flows data for January 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 21, 2019
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A Chi-Town Team Crowns Their First Fund Merger
The deal boosts one of their funds to $122.5 million and adds another PM to the team...
MutualFundWire.com -
Wednesday, February 20, 2019
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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
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Steinmetz Will Leave, But Another Key Exec Won't
Word leaks on the post-merger Invesco-OpFunds leadership structure...
MutualFundWire.com -
Friday, February 08, 2019
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One of These 11 Innovators Is a Fundster
A trade publication recognizes an investment research giant's chief, an academic, a wirehouse's tech guru, a B-D network's chair, a tech ally to FAs, a KPA RIA's co-founder, and four other advisory firm's leaders...
MutualFundWire.com -
Tuesday, February 05, 2019
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Who Gained Market Share In 2018?
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 31, 2019
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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
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This New Fund Firm Won the 2018 Flows Race In Just Two Months
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 24, 2019
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Calamos Drums Up a Midwestern Acquisition
The formerly publicly traded mutual fund firm agrees to buy a smid-cap growth specialist...
MutualFundWire.com -
Wednesday, January 23, 2019
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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
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Only Five Behemoths Netted December Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Friday, January 18, 2019
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Mourning Bogle
Fundsters join the chorus of those remembering the fallen Vanguard founder...
MutualFundWire.com -
Friday, January 18, 2019
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Jack Bogle Dies
The Vanguard founder passes away at the age of 89...
MutualFundWire.com -
Wednesday, January 16, 2019
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Reader Rating: 5
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Resolute Buys Into a Pair of Fixed Income Shops
Gene Needles and his team at the American Beacon parent seal their fifth and sixth deals to invest in boutique asset managers, this time on opposite coasts...
MutualFundWire.com -
Tuesday, January 08, 2019
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Reader Rating: 5
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Week In Preview, December 31-January 6
This week the teams at Diamond Hill, Fidelity, and T. Rowe are all making changes to their leadership teams...
MutualFundWire.com -
Monday, December 31, 2018
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The Five Most Successful ETF Launchers of 2018
A trade pub highlights the 10 new ETFs and ETNs that have brought in the most assets this year...
MutualFundWire.com -
Wednesday, December 26, 2018
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BlackRock Catapults Back to the Lead
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Monday, December 17, 2018
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The Transamerica Team Gains an Ex-Jensen Exec
Transamerica's Briggs brings on a VP in Oregon...
MutualFundWire.com -
Thursday, December 13, 2018
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Reader Rating: 4
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Meet St. Louis' Newest Fund Firm
A local paper highlights a 20-year-old firm's recent entrance into the mutual fund side of the business...
MutualFundWire.com -
Thursday, December 13, 2018
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Lytle Warns That AM Industry Bifurcation Is Here to Stay
An acquisitive multinational's U.S. chief describes a kind of new normal for asset managers...
MutualFundWire.com -
Thursday, December 06, 2018
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Week In Preview, December 3-9
This week the teams at Hennessy, Macquarie, MarketCounsel, and the Opal Group are all hosting events...
MutualFundWire.com -
Monday, December 03, 2018
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Masom Adds an Intermediary Sales Chief
RBC GAM's new global head of institutional distribution hires a fellow Legg Mason veteran for a newly created position...
MutualFundWire.com -
Friday, November 30, 2018
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Kinzie Hires an Internal Sales Manager
The new hire hails from a Beantown ETF strategist...
MutualFundWire.com -
Friday, November 16, 2018
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Do Index Fundsters Face Growing Headwinds?
One of T. Rowe's six CIOs looks into his crystal ball for changes coming in asset management and more...
MutualFundWire.com -
Tuesday, November 13, 2018
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Week In Preview, November 12-18
This week the teams at the ICI, Informa, T. Rowe Price, and Voya are all hosting events...
MutualFundWire.com -
Monday, November 12, 2018
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Week In Preview, October 29 - November 4
This week the teams at FIASI, the Philadelphia Fund Alliance, Schwab, and Stradley Ronon are all hosting events...
MutualFundWire.com -
Monday, October 29, 2018
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An Ex-FA Takes Over Investment Solutions at Janney
The freshly promoted exec will oversee marketing and support for insurance and investment products as well as retail trading...
MutualFundWire.com -
Friday, October 26, 2018
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Federated Mourns a Second Co-Founder
The exec's death comes 17 months after his fellow co-founder passed away...
MutualFundWire.com -
Thursday, October 25, 2018
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Brinker's Ex-Vice Chair Joins a Startup AM
The new hire will lead retail distribution for a family office's new asset management arm...
MutualFundWire.com -
Monday, October 22, 2018
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New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Wednesday, October 17, 2018
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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
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Abby and Bob Party With Sir Paul
Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week...
MutualFundWire.com -
Friday, October 12, 2018
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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
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Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, October 08, 2018
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After 14 Years With Lord Abbett, a Partner Exits
Earlier in his career, the exec worked with the SEC...
MutualFundWire.com -
Tuesday, October 02, 2018
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One Year In, a Top Sales Vet Rises at Eaton Vance
The exec previously led retail sales for another fund firm...
MutualFundWire.com -
Monday, October 01, 2018
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Week In Preview, October 1-7
This week the teams at the FPA, Fund Intelligence, Fuse, and the ICI are all hosting events...
MutualFundWire.com -
Monday, October 01, 2018
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Waggoner Resurfaces
The veteran mutual fund and personal finance reporter takes an editing job...
MutualFundWire.com -
Friday, September 28, 2018
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With a New Hire, a Boutique Crosses Into International Investing
It's all part of the chief's plan "to build an enduring firm."..
MutualFundWire.com -
Thursday, September 27, 2018
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GSAM Roars, and BlackRock Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Friday, September 14, 2018
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An Ex-Asset Management Chief Takes Over a $40B Insurer
The CEO of a mutual fund firm's publicly traded parent is passing the reins...
MutualFundWire.com -
Wednesday, September 12, 2018
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A Fund Family Patriarch Dies at 96
The family firm traces its roots back more than 200 years and now has a 12-figure AUM...
MutualFundWire.com -
Tuesday, September 11, 2018
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Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com -
Monday, September 10, 2018
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Who Will Cover Mutual Funds For This Advisor Pub?
Meanwhile, a veteran mutual fund watcher goes freelance...
MutualFundWire.com -
Tuesday, September 04, 2018
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In a Perfect Microcosm, a Focus Shop Buys a Fund Firm
The deal is one of the RIA ally's biggest ever sub-acquisitions...
MutualFundWire.com -
Thursday, August 30, 2018
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Can FAs Build Portfolios Based on Disruptive Tech?
An ETF entrepreneur envisions "pretty aggressive growth" to offer a whole toolbox to advisors...
MutualFundWire.com -
Tuesday, August 28, 2018
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Interval Funds' Challenge
A prominent industry commentator ponders why the 25-year-old mutual fund structure has not caught on like its open-ended brethren...
MutualFundWire.com -
Wednesday, August 22, 2018
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After an ETF Shop Deal Collapsed, Backers Sued
An ETF entrepreneur is under legal fire over a marketing agreement between his fallen firm and a banking giant...
MutualFundWire.com -
Tuesday, August 21, 2018
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Getting to Know a Publicity-Shy Fundster Titan
A local magazine offers a glimpse into the life of one of the mutual fund industry's most important, and least visible, leaders...
MutualFundWire.com -
Thursday, August 09, 2018
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What IM Acquisitions Would Voya's Chief Hunt For?
Rod Martin and his top lieutenants talk about the firm's Q2 2018 results...
MutualFundWire.com -
Wednesday, August 08, 2018
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Week In Preview, August 6-12
This week Tiburon is hosting an event and a Canadian multinational asset manager is reporting its Q2 earnings...
MutualFundWire.com -
Monday, August 06, 2018
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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
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Where Is John Hailer Now?
The former Natixis chief for the Americas and Asia takes a new board spot...
MutualFundWire.com -
Thursday, July 05, 2018
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Week In Preview, June 25-July 1
This week the teams at Crane Data and the FPA are hosting events...
MutualFundWire.com -
Monday, June 25, 2018
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Szilagyi Grows His Sales Team by Five
The sales team at Catalyst Funds grows by five, with four new hires and a promotion. ..
MutualFundWire.com -
Thursday, June 21, 2018
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Will This Tech Tilt the Industry Even Further Towards the Titans?
A veteran mutual fund industry thinker predicts a coming investment revolution...
MutualFundWire.com -
Wednesday, June 13, 2018
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Two Southland FAs Enter the MF Biz
If the first fund takes off, watch for them to launch more funds down the line...
MutualFundWire.com -
Monday, June 11, 2018
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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
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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After Two Key Hires, a Liquid Alts Distro Expansion
A Gotham fundster entrepreneur expects to continue building out his sales team...
MutualFundWire.com -
Monday, May 21, 2018
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Week In Preview, May 14-20
The teams at Capital Link, Capital Market Strategies, Envestnet, ETFGI, Fund Intelligence, Irish Funds, the MFEA, and the NYSE are all hosting events. ..
MutualFundWire.com -
Monday, May 14, 2018
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Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com -
Monday, April 30, 2018
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Gundlach Speaks at Sohn NYC 2018
The DoubleLine chief returns to speak at the giant investment conference for charity...
MutualFundWire.com -
Monday, April 23, 2018
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Reader Rating: 4
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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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