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News Stories Archives - Since 1998
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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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One Fund Firm's Inflows Fall $38B In a Month
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 12, 2019
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An OpFunds Vet Leaves After 22 Years
A senior advisor consultant leaves the firm after a long tenure. ..
MutualFundWire.com -
Friday, August 09, 2019
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The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com -
Friday, August 09, 2019
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For Up to $50MM, a Gotham Shop Sells Off a Piece
A publicly traded Canadian firm agrees to buy part of a New York fund firm...
MutualFundWire.com -
Wednesday, August 07, 2019
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Week In Preview, August 5-11
This week, two asset managers' parents will release earnings...
MutualFundWire.com -
Monday, August 05, 2019
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A Boston Fundster Falls to His Death
A journalist- and author-turned-mutual-fund-executive dies out west...
MutualFundWire.com -
Tuesday, July 30, 2019
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A Top Allianz Finance Exec Retires
After 12 years with the company, an executive departs...
MutualFundWire.com -
Tuesday, July 23, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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Rogers Shares the Reins
The Ariel founder anoints a co-CEO to lead the fund firm alongside him...
MutualFundWire.com -
Thursday, July 11, 2019
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With M&A on the Rise, Firms Face Data and Content Challenges
A reader tackles data challenges for multi-boutique asset managers...
MutualFundWire.com -
Monday, July 08, 2019
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Reader Rating: 5
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Invesco and a National Sales Manager Say Goodbye
After 18 years, a national sales manager leaves Invesco...
MutualFundWire.com -
Wednesday, June 26, 2019
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The Leviathan Recovers the Pole Position
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds.
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MutualFundWire.com -
Thursday, June 13, 2019
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Windsor's Lion Dies
His death comes five months after that of his most famous client...
MutualFundWire.com -
Thursday, June 06, 2019
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Bang! Calamos Seals a Deal
The midwestern fund firm buys a boutique and adopts its fund. Perhaps a new fund or two will come next...
MutualFundWire.com -
Tuesday, June 04, 2019
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McDonough Picks Invesco's Next Third-Party NSM
An OpFunds exec takes over a team focused on the 529 and insurance channels...
MutualFundWire.com -
Friday, May 31, 2019
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An OpFunds RIA Exec Rises As an Invesco Vet Departs
The moves come after Invesco's purchase of OppenheimerFunds closed last Friday...
MutualFundWire.com -
Wednesday, May 29, 2019
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A Fundster Will Take Over Part of Cambridge
Next year, the exec will lead a 571-year-old college...
MutualFundWire.com -
Wednesday, May 29, 2019
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The Invesco-OpFunds Deal Closes, and More Chips Fall
The fates of four more top execs come to light, and funds begin to move. Expense cuts are reportedly on-target...
MutualFundWire.com -
Tuesday, May 28, 2019
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Sullivan Trims 120, Including Four From the Top
The revelation of the Legg Mason cuts comes three days after a familiar activist investor rejoined the fund firm's board...
MutualFundWire.com -
Friday, May 24, 2019
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Sullivan Makes Nice With a Familiar Legg Mason Backer
An activist is back for round two with the publicly traded, multi-boutique asset manager...
MutualFundWire.com -
Wednesday, May 22, 2019
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The Fundster 401k Roundup, May 3-17
Check out the latest news from the defined contribution side of the business...
MutualFundWire.com -
Friday, May 17, 2019
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An Eight-Month-Old Startup Wins In April
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 16, 2019
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Another Titan Breaks the Flows Duopoly
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Federated Buys a $12.4B MF Biz
The $52-million deal includes three fund adoptions and a host of mergers...
MutualFundWire.com -
Wednesday, May 08, 2019
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A Multinational Tweaks Its U.S. Asset Management Brand
The change is part of a global rebranding for a host of businesses...
MutualFundWire.com -
Wednesday, May 08, 2019
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The Fundster 401k Roundup, April 12-May 3
401k M&A continues, the BrightScope brothers are back, and more...
MutualFundWire.com -
Friday, May 03, 2019
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An SVP Leaves Voya IM
In Gotham, a 15-year Voya veteran is departing...
MutualFundWire.com -
Wednesday, May 01, 2019
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Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com -
Monday, April 29, 2019
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At Spouting Rock, Coyne Keeps Hunting
MFWire talks to the ex-Brinker vice chair about his new gig...
MutualFundWire.com -
Thursday, April 25, 2019
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A Midwestern Shop Leads the Active Pack
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2019
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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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