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News Stories Archives - Since 1998
Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com - Friday, November 25, 2022
Week In Preview, November 14 - November 20
This week, the teams at ETFGI, Expert Series, ICI, MFDF, MMI, Nicsa, T. Rowe Price, and Women in ETFs will host events...
MutualFundWire.com - Monday, November 14, 2022
Musk and Baron Talk Twitter, Zombies, and More
A tech billionaire shows up as a surprise CEO guest to chat with the fundster chief...
MutualFundWire.com - Friday, November 04, 2022
A $61B-AUM Firm Debuts an Income-Focused Fund of Funds
The new fund will invest primarily in the Gotham firm's other ETFs...
MutualFundWire.com - Thursday, November 03, 2022
An Ex-Pimco EVP Co-Founds an RIA
He's teaming up with a former partner at a longtime Pimco ally...
MutualFundWire.com - Wednesday, November 02, 2022 - Reader Rating: 5
A $1.23T-AUM Firm Adds Its Ninth ETF
The new fund is the firm's fourth actively managed fixed income ETF...
MutualFundWire.com - Tuesday, November 01, 2022
A Two-Year-Old Shop Adds Two Income ETFs
Both new funds now have $1.25 million in AUM each...
MutualFundWire.com - Monday, October 31, 2022
A New Prez Takes Over a $13B-AUM Fund Fam
A 16-year company veteran is passing the reins and leaving the firm...
MutualFundWire.com - Thursday, October 20, 2022
30 Years In, a Fund Firm Prez Retires
She is passing the reins to a new hire at the 48-year-old asset manager...
MutualFundWire.com - Wednesday, October 19, 2022
A $610B-AUM Firm Debuts a 3-Bps Fund
The asset manager's team lays claim to the new fund having the lowest expense ratio of any ETF accessing the broad, U.S. investment grade, tax-exempt bond market...
MutualFundWire.com - Wednesday, October 12, 2022
11 Fund Firms Close In On These Awards
Some mutual fund firms are among the finalists for annual awards from a trade group and an investment magazine...
MutualFundWire.com - Tuesday, September 27, 2022
A 47-Year-Old Firm Reopens an $8.8B Set of Funds
Now all 20 of the mutual fund firm's mutual funds are open to new investors...
MutualFundWire.com - Thursday, September 22, 2022
A U.S. Distro Chief Will Join a $476B-AUM Firm
The Southeastern asset manager's new executive hire is based in New England...
MutualFundWire.com - Monday, September 12, 2022 Views
Week In Preview, August 8 - August 14
This week, the team at MMI is hosting an event, and two award nomination windows are closing...
MutualFundWire.com - Monday, August 08, 2022
BlackRock Buys Vanguard. No, Not THAT One!
The world's largest asset manager snaps up an energy company, not to be confused with a similarly named mutual fund titan...
MutualFundWire.com - Thursday, July 21, 2022 Views
A 32-Year-Old Shop Will Sell to a $631B-AUM Firm
A publicly traded mutual fund firm agrees to buy a muni bond SMA specialist in the Midwest...
MutualFundWire.com - Tuesday, July 19, 2022 Views
An Ex-Hancock ETF Distro Exec Joins an Indexer
The West Coast-based distribution veteran has signed on with a Big Apple firm...
MutualFundWire.com - Wednesday, July 13, 2022 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views - Reader Rating: 5
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 Views
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
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 Views
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 Views
An Ohioan Fundster Wins Silver in Tokyo
He also competed in two separate sports at the games...
MutualFundWire.com - Tuesday, October 12, 2021 Views - Reader Rating: 5
Four Big Fund Firms Wrap Up Deals
AMG, Federated, Vanguard, and Virtus all recently closed acquisitions...
MutualFundWire.com - Friday, October 08, 2021 Views
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 Views
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 Views - Reader Rating: 5
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 Views
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
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 Views
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 Views
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 Views - Reader Rating: 5
A $33B-AUM PE Buys a Fund Distributor
The acquirer will replace a prior PE owner...
MutualFundWire.com - Wednesday, July 07, 2021 Views - Reader Rating: 5
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 Views
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 Views
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 Views - Reader Rating: 4
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
A $2T-AUM Investing Chief Passes the Reins
The 32-year company veteran is preparing to retire...
MutualFundWire.com - Friday, April 23, 2021 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
A $7.8B-AUM Fund Firm's CEO Appoints Eight
The faith-based firm specializes in ESG investing...
MutualFundWire.com - Friday, February 05, 2021 Views
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 Views
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 Views
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 Views
Week In Preview, January 4 - January 10
Happy New Year!..
MutualFundWire.com - Monday, January 04, 2021 Views
In Memoriam
Fundsters said goodbye to a number of industry veterans in 2020...
MutualFundWire.com - Thursday, December 31, 2020 Views
A Florida Wholesaler Departs a Cali TAMP
The sales veteran spent eight years at the firm...
MutualFundWire.com - Wednesday, December 30, 2020 Views - Reader Rating: 5
12 Years, $7B, and Counting
A Beantown fund firm's team celebrates a milestone...
MutualFundWire.com - Monday, December 14, 2020 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views - Reader Rating: 5
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 Views - Reader Rating: 5
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 Views
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 Views
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 Views
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 Views
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 Views
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 Views
Leaders From T. Rowe, Principal, and More Will Guide IMEA
The trade group's executive council rotates...
MutualFundWire.com - Monday, July 20, 2020 Views
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 Views
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