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News Stories Archives - Since 1998
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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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PMs From Six Shops Will Team Up Online
Mellody Hobson will moderate a virtual discussion featuring seven PMs talking about pandemic portfolio management challenges...
MutualFundWire.com -
Thursday, May 07, 2020
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A Consultant to Fundsters Dies
He co-founded a consulting firm that has supported some of the world's biggest asset managers...
MutualFundWire.com -
Thursday, April 30, 2020
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Reynolds Imagines a Post-COVID-19 Future
The Putnam chief talks with other Beantown CEOs about the coronavirus crisis and what comes next...
MutualFundWire.com -
Friday, April 24, 2020
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USCF Had a Very Big March
The M* team updates date for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, April 17, 2020
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Faust Hires to Replace a 23-Year C-Suiter
The veteran fundster is expected to retire next month from the publicly traded mutual fund firm...
MutualFundWire.com -
Thursday, March 26, 2020
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A Midwestern ETF Startup Wins In February
The M* team updates data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 19, 2020
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An MF Vet Exits to Cut a New Path
After 14 years, a fundster distribution veteran is leading a different kind of business...
MutualFundWire.com -
Tuesday, March 10, 2020
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Reader Rating: 5
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Week In Preview, March 9-15
This week the team at RBC Capital Markets is hosting an event, while a trade group postponed a conference...
MutualFundWire.com -
Monday, March 09, 2020
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170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com -
Friday, March 06, 2020
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Franklin Buys an $806B-AUM Rival
The $4.5-billion, all-cash deal is expected to close next quarter...
MutualFundWire.com -
Tuesday, February 18, 2020
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The $43B Month
The M* team updates flows data for January 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 13, 2020
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Week In Preview, February 10-16
This week the teams at Franklin Resources and Hennessy will host events, and the teams at several fund firms (and parents of fund firms) will release earnings reports...
MutualFundWire.com -
Monday, February 10, 2020
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Partying Fundsters Raise More than $300K In a Night
An industry charity hosted a big bash in Gotham. Next up are golf tournaments in April and June...
MutualFundWire.com -
Wednesday, February 05, 2020
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Reader Rating: 5
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An AM Group Tries to Help FAs Put the Pieces Together
A trade group unveils website to educate advisors and help them educate their clients...
MutualFundWire.com -
Tuesday, February 04, 2020
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Week In Preview, February 3-9
This week the teams at Charles Schwab, Expect Miracles, Federated Hermes, and FIASI are hosting events, and several fund firms (and parents of fund firms) are scheduled to release earnings reports...
MutualFundWire.com -
Monday, February 03, 2020
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BlackRock and M* Win For AM Research
Yet a trio of professors landed the top prize, which is named after a Nobel prize-winning economist...
MutualFundWire.com -
Wednesday, January 29, 2020
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Amundi Pioneer and ICI Mourn a Fallen Leader
The retired fundster and lawyer worked with the company for more than half a century, and he spent 42 years on the trade group's board...
MutualFundWire.com -
Tuesday, January 28, 2020
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Federated By Any Other Name
The publicly traded asset manager is rebranding next week...
MutualFundWire.com -
Wednesday, January 22, 2020
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The $183B Year
The M* team updates flows data for December 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 15, 2020
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Fundsters Added $3.9T In AUM Last Year
Markets boomed in 2019, and so did mutual fund and ETF industry AUM...
MutualFundWire.com -
Monday, January 13, 2020
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From Fixed Income Fundster to Mayor?
A former head of a big mutual fund firm's fixed income arm is running for public office...
MutualFundWire.com -
Friday, January 10, 2020
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An Ex-Goldman Vet Takes Over an NYC ETF Boutique
The new chief co-founded a tactical global macro manager...
MutualFundWire.com -
Thursday, January 09, 2020
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A 13-Year OpFunds Vet Rejoins Hancock
The new hire worked at the fund firm previously in the early 2000s...
MutualFundWire.com -
Friday, January 03, 2020
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In Memoriam
Asset management industry insiders said goodbye to a number of industry veterans in 2019...
MutualFundWire.com -
Monday, December 30, 2019
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FS Will Buy a Four-Year-Old MF Startup
The deal is expected to close in Q1, with the CEO and CIO staying on board...
MutualFundWire.com -
Wednesday, December 18, 2019
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A Newcomer In Michigan Takes the Lead
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, December 17, 2019
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While Active Outflows Vanish, BlackRock Three-Peats
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 12, 2019
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At Least a Dozen GSAMers Rise to MD
The publicly traded investment bank's team reveals 465 new managing directors...
MutualFundWire.com -
Tuesday, December 10, 2019
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Moreland Brings an Ex-Broadridge Vet to Mediant
The new hire also worked at John Hancock and Putnam...
MutualFundWire.com -
Wednesday, November 27, 2019
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U.S. Bancorp Sells Quasar
An acquisitive, PE-backed rival buys the third-party mutual fund and ETF distribution shop...
MutualFundWire.com -
Tuesday, November 26, 2019
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Week In Preview, November 18-24
This week the teams at Ameriprise, CFL, Hennessy, InvestmentNews, Nasdaq, and T. Rowe Price are hosting events...
MutualFundWire.com -
Monday, November 18, 2019
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MF's Now Account For 17 Percent of This Multinational's AUMA
The firm now has $152 billion in mutual fund assets...
MutualFundWire.com -
Wednesday, November 13, 2019
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A PA AM Reaches a Record $527.2B In AUM
Executives at the firm talk about their Q3 2019 earnings...
MutualFundWire.com -
Monday, November 04, 2019
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Week In Preview, November 4-10
This week the teams at the Active Investment Company Alliance, BofA, ICI, JPMAM, MFDF, Pictet, Schwab, and the SEC are hosting events, and several mutual fund firms' parents are releasing earnings...
MutualFundWire.com -
Monday, November 04, 2019
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A COO Joins a 32-Year-Old Fund Fam
The team, which has more than $3 billion in AUM and offers three mutual funds, also welcomed a new analyst...
MutualFundWire.com -
Wednesday, October 23, 2019
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BlackRock Retakes the Lead, But ...
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 14, 2019
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Asset Management Gains a New Voice In Washington
Fundsters are among the members of a new committee to offer some perspective to a key regulatory agency...
MutualFundWire.com -
Thursday, October 10, 2019
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Matthews, 361, and JPMAM Win Big In Chi-Town
34 firms won awards in 30 categories this week at a trade group's 23rd annual awards bash...
MutualFundWire.com -
Thursday, September 26, 2019
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An Active ETF Shop Leads the Micro Pack
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, September 20, 2019
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14 Asset Managers Win Big In Gotham
An FA trade publication fetes fundsters, B-Ds, and more via its fifth annual awards.
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MutualFundWire.com -
Tuesday, September 17, 2019
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Reader Rating: 4
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Ivascyn Puts This Principle Front and Center
The Pimco investment chief talks about his current outlook and more...
MutualFundWire.com -
Wednesday, September 11, 2019
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A LoCorr Alum Joins Thrivent
After leaving LoCorr, a sales manager joined the team at Thrivent...
MutualFundWire.com -
Friday, September 06, 2019
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JPMAM Hires an Allianz GI Legal Vet
The news breaks after William Healey recently retired from Allianz GI...
MutualFundWire.com -
Tuesday, September 03, 2019
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A National Sales Associate Leaves Harbor Funds
After more than six years with the company, she says goodbye to the Chicago office...
MutualFundWire.com -
Tuesday, August 27, 2019
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A Top Russell Marketer Passes the Reins
A New York City-based marketing vet joins a cryptocurrency trading platform's leadership team...
MutualFundWire.com -
Thursday, August 22, 2019
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A Former Veriti Director Joins Eventide
He will support the national sales team from the Boston area. And a new research analyst joined, too...
MutualFundWire.com -
Wednesday, August 21, 2019
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An OpFunds Vet Joins Morgan Stanley
A wholesaler seems to have switched over to the FA side of the business...
MutualFundWire.com -
Tuesday, August 20, 2019
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Active Outflows Disappear As Passive Inflows Fall
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 19, 2019
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