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News Stories Archives - Since 1998
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Allen and Drahzal Expand Their ETF Suite to 12
The folks at a 30-year-old investment strategist in the Southeast are rolling out three more exchange-traded funds...
MutualFundWire.com -
Friday, December 5, 2025
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Virtus Will Bet Up to $370MM On a Private Credit AM
The deal is expected to close next quarter, and management is expected to stay on with meaningful stakes in the boutique...
MutualFundWire.com -
Friday, December 5, 2025
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Bond and Southard Sell to a Money Center Bank
A publicly traded Big Apple titan agrees to a multi-billion-dollar deal to buy an ETF boutique near the Windy City...
MutualFundWire.com -
Monday, December 1, 2025
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Calamos Adds a Sibling to a $412M-AUM Fund
The folks at a fund firm near the Windy City are rolling out another exchange-traded fund...
MutualFundWire.com -
Thursday, November 20, 2025
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Reader Rating: 1
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Fido Will Shutter a $47MM-AUM Quintet
The folks at the Boston Behemoth are preparing to liquidate five exchange-traded funds...
MutualFundWire.com -
Friday, October 24, 2025
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Reader Rating: 1
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A $333B-AUM AM's 1st U.S. ETFs Arrive, And ...
The multinational's U.S. team is also preparing to launch two more exchange-traded funds...
MutualFundWire.com -
Thursday, October 16, 2025
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Reader Rating: 1
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Targeting CLOs, AAM Teams With a $46B-AUM AM
A Sun Life asset manager's team is rolling out another exchange-traded fund...
MutualFundWire.com -
Wednesday, October 15, 2025
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Reader Rating: 1
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Inker and Thorndike Power a $71B-AUM AM's 1st Multi-Asset ETF
The new, actively managed fund expands the New England fund's exchange-traded funds lineup to nine offerings in total...
MutualFundWire.com -
Tuesday, October 14, 2025
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Reader Rating: 1
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Fisher and Clark Reveal an Enhanced Income Launch
A publicly traded fund firm's team is further expanding their active ETF lineup...
MutualFundWire.com -
Monday, October 13, 2025
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Reader Rating: 1
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Week In Preview, October 13 - October 19
This week, the teams at MFDF, WE, MMI, Nicsa, BNY, IMEA, State Street, Cohen & Steers, and WealthManagement.com will host events..
MutualFundWire.com -
Monday, October 13, 2025
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Reader Rating: 1
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RayJay IM's 1st 3 ETFs Debut, And ...
A publicly traded B-D's asset management team is rolling out their first three exchange-traded funds, all powered by the same boutique...
MutualFundWire.com -
Friday, October 3, 2025
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Reader Rating: 1
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Tom Hancock and Klar Bet On the "Backbone of American Industrial Strength"
A pair of PMs will power a Beantown fund firm's newest active ETF...
MutualFundWire.com -
Wednesday, October 1, 2025
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Reader Rating: 1
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Columbia Threadneedle and 14 Other Firms Shine In the Hub
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Friday, September 19, 2025
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Reader Rating: 1
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A 31YO Tamp Births Its 1st ETF
For their newest offering, the folks at a $7.6-billion-AUMA firm in the Constitution State are teaming up with a Peach State ally...
MutualFundWire.com -
Tuesday, September 9, 2025
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Reader Rating: 1
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Spears and Minard Unveil ETF #2
An AMG shop's team is preparing out to roll out another exchange-traded fund later this week...
MutualFundWire.com -
Monday, September 8, 2025
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Reader Rating: 1
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An $83B-AUM Multiboutique Lights Up Its New But Familiar Brand
With roots going back nearly 40 years, a Southwestern firm's team is switching out a name that debuted in 2017 in favor of one similar to that of their biggest subsidiary. The move comes less than two years after new ownership took over the company...
MutualFundWire.com -
Friday, September 5, 2025
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Reader Rating: 1
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Lee Takes Two More ETF Granny Shots
The move comes after the Gotham shop's first ETF has grown to more than $2.4 billion in AUM in 10 months...
MutualFundWire.com -
Wednesday, September 3, 2025
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Reader Rating: 1
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An $870B-AUMA Multinational's U.S. Team Adds an 18th ETF
The new, subadvised, actively managed, fixed income fund debuted earlier this week...
MutualFundWire.com -
Friday, August 22, 2025
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Reader Rating: 1
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Federated Hermes Preps 2 Active ETFs
The dual launch would expand the publicly traded asset manager's ETF lineup to 10 ETFs in total...
MutualFundWire.com -
Thursday, August 21, 2025
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Reader Rating: 1
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With 2 New ETFs, Morris Teams Up to Fight Dividend Tax Drag, And ...
Watch for the F/m folks and their new ally to roll out a third such fund soon...
MutualFundWire.com -
Wednesday, August 13, 2025
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Reader Rating: 1
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Kerschner and Schweitzer Celebrate a $7B-AUM Duo
Two of a publicly traded multinational's ETFs recently crossed big milestones...
MutualFundWire.com -
Friday, August 8, 2025
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Reader Rating: 1
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A Northwestern Boutique's Leading Fund Turns 15
The twice-renamed bond mutual fund now has more than $1.2 billion in AUM...
MutualFundWire.com -
Thursday, August 7, 2025
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Reader Rating: 1
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A 460-Employee Gotham Fund Firm Turns 70
The firm, which offers both mutual funds and ETFs, has grown to $132.9 billion in AUM...
MutualFundWire.com -
Friday, August 1, 2025
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Reader Rating: 1
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This Low-Cost Leviathan Product Suite Grows to 36
The folks at the world's largest mutual fund firm are rolling out three new ETFs, one of which is actively managed...
MutualFundWire.com -
Monday, July 14, 2025
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Reader Rating: 1
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33 Fund Firms Join a Giant's INTF Platform For RIAs
An RIA custody giant's institutional no transaction fee mutual fund platform expands by about 800 funds...
MutualFundWire.com -
Thursday, July 10, 2025
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Reader Rating: 1
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Burke and Genoni Expand Their ETF Lineup to 8
The folks at a PE-backed fund firm are rolling out another three active ETFs this week...
MutualFundWire.com -
Wednesday, July 9, 2025
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Reader Rating: 1
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For ETF #2, a Quad Cities Shop Teams With Tidal
The startup's 1st ETF debuted in 2022, in partnership with another ETF-in-a-box shop, and has grown to about $59 million...
MutualFundWire.com -
Monday, July 7, 2025
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Reader Rating: 1
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Koudounis Unveils an ETF Easy Button For a Premier Income Strat
A Midwestern fund firm's team is further expanding their suite of exchange-traded funds...
MutualFundWire.com -
Wednesday, July 2, 2025
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Reader Rating: 1
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Hung Marks a New Chapter In a $4.67T-AUMA AM's Story
The folks at a publicly traded bank's asset management arm are rebranding their unit...
MutualFundWire.com -
Tuesday, July 1, 2025
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Reader Rating: 1
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Coyne Expands T. Rowe's ETF Lineup to 22
The publicly traded fund firm's team is adding three exchange-traded funds to their product suite...
MutualFundWire.com -
Tuesday, June 17, 2025
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Reader Rating: 1
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Sturiale Reveals Fee Cuts On a $67B-AUM Quartet, And ...
In addition to lowering expense ratios on four of their proprietary ETFs, a brokerage giant's asset management team is also preparing share splits for a $166-billion-AUM sextet of mutual funds...
MutualFundWire.com -
Thursday, June 12, 2025
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Reader Rating: 1
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A $152B-AUM AM's 1st Muni Bond Interval Fund Takes Off
The folks at a year-old team are rolling out another fund at a Gotham asset manager...
MutualFundWire.com -
Monday, June 2, 2025
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Reader Rating: 1
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Franklin Preps a $3.5B-AUM Mass Conversion
The move is scheduled to finalize in late 2025 or early 2026...
MutualFundWire.com -
Tuesday, May 20, 2025
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Reader Rating: 1
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Hartigan Launches 3 More Active ETFs
The Invesco ETFs and index investments chief unveils a trio of new funds from the publicly traded giant...
MutualFundWire.com -
Friday, May 9, 2025
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Reader Rating: 1
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An $80B-AUM NYLI Team Adds an ETF
The new, active fund debuted yesterday with $25 million in AUM...
MutualFundWire.com -
Wednesday, May 7, 2025
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Reader Rating: 1
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30 Years, 187 Employees, $107B In AUM
The folks at a Beantown asset manager celebrate their pearl anniversary...
MutualFundWire.com -
Wednesday, May 7, 2025
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Reader Rating: 1
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Horizon Completes a "Compelling Addition" In the Northeast
A Southeastern ETF strategist has acquired a 19-year-old mutual fund firm, as planned...
MutualFundWire.com -
Friday, April 25, 2025
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Reader Rating: 1
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Nomura Will Buy a $180B-AUM AM In the U.S. and Europe
The deal, expected to close by the end of 2025, comes a dozen years after the Japanese multinational left the U.S. mutual fund business and less than a decade after it bought a big stake in a different U.S. fund firm...
MutualFundWire.com -
Tuesday, April 22, 2025
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Reader Rating: 1
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A $233B-AUM AM Launches Its 1st ETFs, And ...
The Gotham fund firm's team is preparing to roll out at least two more ETFs. All the new and formally planned ETFs will be actively managed...
MutualFundWire.com -
Tuesday, April 8, 2025
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Reader Rating: 1
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Week In Preview, April 7 - 13
This week, the teams at Envestnet, IDC, IMEA, MFDF, and Nicsa are hosting events...
MutualFundWire.com -
Monday, April 7, 2025
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Reader Rating: 1
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1Y In, a Gotham ETF's AUM Soars to $2.4B
The folks at a Big Apple equity boutique are celebrating a big milestone for their first ETF...
MutualFundWire.com -
Tuesday, March 25, 2025
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Reader Rating: 1
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A $1.4T-AUM AM Celebrates Its 150YO Parent
The fund firm's team of more than 4,900 people hosted more than 20 celebrations around the world...
MutualFundWire.com -
Tuesday, February 25, 2025
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Reader Rating: 1
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$10.04B In 239 Days
An active fixed income ETF surpasses $20 billion in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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Reader Rating: 1
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At a Gotham AM, a 1YO Team's MFs Near $5.4B, And ...
UPDATED | The new team also recently made another senior addition to their ranks...
MutualFundWire.com -
Tuesday, January 28, 2025
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Reader Rating: 1
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Hankin Shares the Throne With a 22-Year Brown Vet
The leadership structure change comes 30 years after the Charm City fund firm became independent...
MutualFundWire.com -
Tuesday, January 14, 2025
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Reader Rating: 1
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Lafferty Preps a $1.3T-AUM AM's 2nd Active FI ETF
The new fixed income fund is expected to debut on the NYSE Arca next month and is based on a 17-year-old SMA strategy...
MutualFundWire.com -
Monday, January 13, 2025
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Reader Rating: 1
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Two Dodge Vets Prepare to Take the Reins In 2026, And ...
Dana Emery is expected to retire at the end of 2025, handing over to two of her senior leaders at the San Fran fund firm...
MutualFundWire.com -
Thursday, January 9, 2025
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Reader Rating: 1
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Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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Reader Rating: 1
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2024...
MutualFundWire.com -
Friday, December 27, 2024
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Reader Rating: 1
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Aguilar, Le, and Two AMs Win Big In Vegas
The folks at an advisor-focused trade publication recognized 85 award winners last week, including several on the asset management side of the business...
MutualFundWire.com -
Tuesday, December 17, 2024
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Reader Rating: 1
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Morris Shifts a $358MM-AUM Suite
The move comes 11 months after the trio debuted and brings them closer to 11 other ETFs from the same fund firm...
MutualFundWire.com -
Thursday, December 12, 2024
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Reader Rating: 1
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With a 2025 Deal, a $9B-AUMA AM Will Come to Gotham
The folks at a Tar Heel ETF strategist are preparing to buy an 18-year-old fund firm in the Empire State...
MutualFundWire.com -
Friday, November 29, 2024
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Reader Rating: 1
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Stumm Completes a $380MM-AUM Pair of Adoptions, And ...
A third adoption deal is expected to close in about three months. All three deals involve funds from the same multinational asset manager, which becomes the adoptees' subadvisor...
MutualFundWire.com -
Thursday, November 21, 2024
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Reader Rating: 1
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A $382B-AUM AM Targets "One of the Fastest Growing Active ETF Opps"
A publicly traded fund firm's team tries to "create a portfolio across all fixed income sectors."..
MutualFundWire.com -
Thursday, November 14, 2024
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Reader Rating: 1
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A 31YO AM Launches a Mutual Fund As Seed Capital
The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets...
MutualFundWire.com -
Monday, November 11, 2024
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Reader Rating: 1
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1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
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Reader Rating: 1
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A Subadvised Fund Firm's Parent Cuts 2.5 Percent
The planned job cuts are reportedly expected to affect 225 jobs...
MutualFundWire.com -
Friday, November 1, 2024
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Reader Rating: 1
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T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Tuesday, October 29, 2024
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Reader Rating: 1
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A $1.63T-AUM AM Enters the Thematic ETF Space
The folks at a publicly traded fund firm are rolling out their 17th active ETF...
MutualFundWire.com -
Friday, October 25, 2024
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Reader Rating: 1
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Feds Attack 'AGiantSchnauzer' Over the Bitcoin ETF SEC Twitter Hack
FBI agents arrested a man who also goes by the handles "Ronin" and "@Easymunny."..
MutualFundWire.com -
Friday, October 18, 2024
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Reader Rating: 1
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A 104YO Boutique Goes Inside the ETF Space? COPY!
A New England boutique's team is preparing to launch their first ETF later this year...
MutualFundWire.com -
Wednesday, October 9, 2024
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Reader Rating: 1
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A $3.5B-AUM Systematic Fund Turns 10
The folks at a subadvised fund firm are celebrating a milestone for one of their offerings, which comes in five flavors...
MutualFundWire.com -
Wednesday, October 9, 2024
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Reader Rating: 1
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An 11-Year-Old AM Builds a PE-Like ETF
The folks at a Gotham fund firm team up with a Beantown arm of a publicly traded multinational's asset manager...
MutualFundWire.com -
Tuesday, October 8, 2024
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Reader Rating: 1
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16 Years In, an MA Fund Firm Joins the Rising ETF Tide
The folks at a faith-based SRI AM in Massachusetts are launching their first ETF...
MutualFundWire.com -
Monday, October 7, 2024
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Reader Rating: 1
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A $2.6B-AUM AM Settles, Accused of Failing Its Own Religious Standards
A national regulatory agency smites a Gem State firm, which has agreed to pay a $300,000 penalty...
MutualFundWire.com -
Tuesday, October 1, 2024
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Reader Rating: 1
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With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch"
A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions...
MutualFundWire.com -
Thursday, September 19, 2024
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Reader Rating: 1
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Week In Preview, September 16 - September 22
This week, the teams at First Eagle, ICI, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, September 16, 2024
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Reader Rating: 1
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VanEck Preps a $21MM-AUM Pair of Liquidations
One of the funds is expected to shutter in 11 days, while the other will shut down in about a month...
MutualFundWire.com -
Thursday, September 12, 2024
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Reader Rating: 1
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A $38.5B-AUM AM Bundles Downside Protection ETFs
A Midwestern liquid alts shop is launching an ETF-of-ETFs...
MutualFundWire.com -
Wednesday, September 11, 2024
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Reader Rating: 1
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A 51-Year-Old Team Mourns Their Last Founder
The folks at a value equity boutique are saying goodbye to the firm's third namesake...
MutualFundWire.com -
Thursday, August 22, 2024
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Reader Rating: 1
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GMO Celebates a $1B-AUM First Foray
In nine months, the value equity asset manager's first ever ETF has reached ten-figure territory...
MutualFundWire.com -
Wednesday, August 14, 2024
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Reader Rating: 1
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With a New Quartet, a 36-Year-Old Quant Shop Enters ETF World
The team at a $10-billion-AUM boutique, part of a $783-billion-AUM asset manager, is rolling out their first four ETFs...
MutualFundWire.com -
Friday, August 2, 2024
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Reader Rating: 1
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An 11-Year-Old Boutique Adds 3 More ETFs
All three new launches are index funds that involve Solactive...
MutualFundWire.com -
Friday, July 26, 2024
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Reader Rating: 1
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A Freshly Transformed Muni Fund Doubles In 2 Months, And ...
The fund firm transformed the fund last December. Meanwhile, a new MD is joining the team that runs the fund...
MutualFundWire.com -
Friday, July 26, 2024
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Reader Rating: 1
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In 30 Months, an Active Bond ETF Reaches $1B
The milestone came a month after the fund's elder sibling surpassed $10 billion in AUM...
MutualFundWire.com -
Thursday, July 25, 2024
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Reader Rating: 1
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An 87-Year-Old Titan Enters the Active Muni ETF Space
The launch expands the publicly traded firm's active ETF lineup to 16 funds in total...
MutualFundWire.com -
Wednesday, July 10, 2024
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Reader Rating: 1
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Franklin, Matthews, and 30 Other AMs Win Big In Gotham
A trade publisher's team hosted their annual awards gala earlier this week...
MutualFundWire.com -
Thursday, June 20, 2024
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Reader Rating: 1
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PGIM Adds FoFs For 2 New ETF Series
The dual launch comes less than six months after the asset manager's team unveiled those series...
MutualFundWire.com -
Friday, June 14, 2024
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Reader Rating: 1
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Jaaa, This Active ETF Reached $10B
An income fund crosses the milestone after less than four years...
MutualFundWire.com -
Wednesday, June 12, 2024
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Reader Rating: 1
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4.5 Months Post-Transformation, a Muni Fund Reaches $1B
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager...
MutualFundWire.com -
Thursday, May 16, 2024
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Reader Rating: 1
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board...
MutualFundWire.com -
Wednesday, May 15, 2024
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Reader Rating: 1
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A Gotham Real Estate Hedge Fundster Preps an ETF
A 14-year-old shop is teaming up to enter the ETF space...
MutualFundWire.com -
Monday, May 13, 2024
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Reader Rating: 1
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First Trust Transforms 4 CEFs Into 1 ETF
The combination created a fund with about $1.1 billion in AUM...
MutualFundWire.com -
Friday, May 10, 2024
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Reader Rating: 1
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An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
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Reader Rating: 1
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A Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 2024
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Reader Rating: 1
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April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com -
Monday, April 1, 2024
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Reader Rating: 1
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An FBI-Vet-Turned-Fundster-C-Suiter Dies
The Peach State executive was 62 years old...
MutualFundWire.com -
Tuesday, March 5, 2024
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Reader Rating: 1
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A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
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Reader Rating: 1
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Near Tampa, a 26-Year Franklin Templeton Vet Exits
The departing sales vet first joined Franklin Templeton in 1997...
MutualFundWire.com -
Thursday, February 22, 2024
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Reader Rating: 1
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Calamos Combos Bonds With Options On Stocks
The team at a Chi-Town area fund firm is rolling out their fourth ETF...
MutualFundWire.com -
Thursday, February 15, 2024
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Reader Rating: 1
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A $2T-AUM Firm's Money Fund Team Has a Golden Celebration
Sunday would have been the 50th birthday of the asset manager's first money market fund...
MutualFundWire.com -
Wednesday, January 31, 2024
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Reader Rating: 1
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50 Years, $560B In AUM
The team at a publicly traded asset manager celebrates an anniversary...
MutualFundWire.com -
Thursday, January 18, 2024
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Reader Rating: 1
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A $4B-AUM ETF Shop Starts a Corp Credit Series
A multi-boutique's team rolls out the first three ETFs in a new series. Watch for them to add seven more ETFs to the new offering...
MutualFundWire.com -
Wednesday, January 17, 2024
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Reader Rating: 1
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A $35.5B-AUM AM Adds an ETF-of-CEFs
The new fund is the Midwestern firm's 3rd ETF...
MutualFundWire.com -
Tuesday, January 16, 2024
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Reader Rating: 1
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A $715B-AUM AM Adds a 4th ETF
The new, actively managed fixed income fund debuted earlier this week...
MutualFundWire.com -
Thursday, January 4, 2024
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Reader Rating: 1
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A $1.2T-AUM Firm Kicks Off Two 12-Fund Series
The first ETFs in both series debuted on Friday. Two more ETFs will debut each month this year...
MutualFundWire.com -
Wednesday, January 3, 2024
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Reader Rating: 1
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2023...
MutualFundWire.com -
Thursday, December 28, 2023
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Reader Rating: 1
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125 Years, $1.1T In AUM
Updated | A mutual fund titan's team celebrates a big milestone...
MutualFundWire.com -
Thursday, November 30, 2023
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Reader Rating: 1
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A Gotham Shop's New ETF Combines Stocks and Another Fund
The new fund debuted on Monday and has about $2.5 million in AUM...
MutualFundWire.com -
Wednesday, November 15, 2023
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Reader Rating: 1
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Baron Gets In Sync With Shareholders Again
The fundster and his team are hosting their 30th annual client conference, in the Big Apple as per usual...
MutualFundWire.com -
Friday, November 10, 2023
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Reader Rating: 1
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