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News Stories Archives - Since 1998
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
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
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
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
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
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
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 - Reader Rating: 5
An FBI-Vet-Turned-Fundster-C-Suiter Dies The Peach State executive was 62 years old... MutualFundWire.com - Tuesday, March 5, 2024
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
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
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
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
50 Years, $560B In AUM The team at a publicly traded asset manager celebrates an anniversary... MutualFundWire.com - Thursday, January 18, 2024
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
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
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
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
In Memoriam Fundsters said goodbye to a number of industry veterans in 2023... MutualFundWire.com - Thursday, December 28, 2023
125 Years, $1.1T In AUM Updated \| A mutual fund titan's team celebrates a big milestone... MutualFundWire.com - Thursday, November 30, 2023
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
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
A $308B-AUM AM Adds a Securitized Income ETF The firm lays claim to being the fifth largest provider of active fixed income ETFs in the U.S... MutualFundWire.com - Thursday, November 9, 2023
$4B In AUM In Three Years A publicly traded fund firm's team celebrates a big milestone for one of their active ETFs... MutualFundWire.com - Thursday, October 26, 2023
$138MM In Nine Months A institutional structured credit asset manager's team celebrates the growth of their first ETF... MutualFundWire.com - Wednesday, October 25, 2023
$62.622B and Counting The M* team updates U.S. flows data for September 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, October 23, 2023
19 Fund Firms Win Big In the Second City A mutual fund industry trade group honors a number of mutual fund firms... MutualFundWire.com - Thursday, October 19, 2023 - Reader Rating: 5
17 of the Best Large Workplaces For Fundsters In 2023 A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses... MutualFundWire.com - Wednesday, October 11, 2023
A $4B-AUM Firm Helps Investors Bet On Aluminum A West Coast ETF shop's team is launching a new commodity fund... MutualFundWire.com - Tuesday, October 10, 2023
A 46-Year-Old Firm Debuts Its 2nd ETF Like the Midwestern firm's first ETF, the new fund is also actively managed... MutualFundWire.com - Thursday, October 5, 2023
One Putnam Succeeds Another Putnam's Successor A 49-year-old fund firm's CEO passes the reins to a familiar scion... MutualFundWire.com - Thursday, October 5, 2023
Week In Preview, October 2 - October 8 This week, the teams at ETFGI, Expect Miracles Foundation, Fuse, and MFDF are hosting events... MutualFundWire.com - Monday, October 2, 2023
Seven of the Most Trustworthy Fund Firms In 2023 A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business... MutualFundWire.com - Thursday, September 21, 2023
A $47.5B-AUM Firm's 14th ETF Arrives The new fund is powered by the asset manager's multi-asset solutions team... MutualFundWire.com - Monday, September 18, 2023
Baird Bets On a Liquid Alts Shop, And ... Updated \| Watch for the Midwestern financial services firm to increase its new stake down the line, without becoming the target's majority owner... MutualFundWire.com - Thursday, September 7, 2023
Week In Preview, August 28 - September 4 This week, the IMEA team will host an event, and the end of summer is nigh... MutualFundWire.com - Monday, August 28, 2023
JPMAM Threepeats, and BlackRock Repeats The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, August 23, 2023
Ex-Employees Sue a Presidential Candidate and His ETF Startup The Midwestern subadvisor recently crossed $900 million in AUM, and one of its founders is expected to participate tomorrow in a debate with seven other contenders... MutualFundWire.com - Tuesday, August 22, 2023
Goldman Leads With $854MM The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, August 16, 2023
Week In Preview, August 14 - August 20 This week, the teams at the Expect Miracles Foundation and WE are hosting events... MutualFundWire.com - Monday, August 14, 2023
Week In Preview, August 7 - August 13 This week, the teams at Ariel, LPL, MFDF, MMI, and WE are hosting events... MutualFundWire.com - Monday, August 7, 2023
David and Paul Debut Their 26th ETF The new, actively managed quant fund is designed to mostly invest in total return swaps... MutualFundWire.com - Monday, July 17, 2023
Is the SEC Repeating Past Errors Or Helping MMFs Weather the Next Storm? The regulatory agency's new money market fund regulations won approval from a divided commission yesterday... MutualFundWire.com - Thursday, July 13, 2023
Surloff Brings an 11-Year Russell Vet Up to the C-Suite, And ... The fund firm's chief legal officer made a pair of key promotions last month as a 13-year C-suiter retired... MutualFundWire.com - Tuesday, July 11, 2023
13 Years In, a Russell C-Suiter Departs The exiting executive is an alumnus of MIT, Trinity, and UT... MutualFundWire.com - Monday, July 10, 2023
Via Machine Learning, an NYC Shop Powers a New Long/Short ETF A three-year-old firm's team is launching a market neutral equity fund... MutualFundWire.com - Wednesday, June 14, 2023
Will the Mountain Come to Bob? What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close... MutualFundWire.com - Friday, May 26, 2023 - Reader Rating: 5
DFA Leads As Large Firms' Flows Improve By $20.6B The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Tuesday, May 16, 2023
Breakwave Floats a Third ETF The six-year-old commodity trading advisor is again teaming up with ETF Managers Group... MutualFundWire.com - Thursday, May 4, 2023
Pimco Versus the Hushed Whispers of Recession A C-suiter at the fixed income titan looks into his crystal ball... MutualFundWire.com - Thursday, April 27, 2023
USCF Wins With $852MM The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, April 24, 2023
15 Years, $6B In AUM, 68 Employees The team at a faith-based, ESG mutual fund firm celebrates their crystal anniversary... MutualFundWire.com - Wednesday, April 19, 2023
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 3, 2023 - Reader Rating: 5
With $5.2B, Schwab Threepeats The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds... MutualFundWire.com - Thursday, February 16, 2023
A $190B-AUMS Firm Launches a Multi-Strat Alts Fund The new fund is an ETF of other ETPs, including ETFs... MutualFundWire.com - Tuesday, February 14, 2023
95 Years, $6.5B In AUM, And ... Lisa Jones and her team celebrate a big anniversary for a mutual fund that is nearly a century old... MutualFundWire.com - Tuesday, February 14, 2023 - Reader Rating: 5
Joe Neuberger and a Vanguard Vet Take Over a Fund Firm The Midwestern asset manager's founder is staying on as a PM at the 34-year-old shop... MutualFundWire.com - Thursday, February 9, 2023
Seven Months Post-Merger, Two Chiefs Leave a Fund Distro Giant The private equity-backed firm had more than 1,250 employees and more than 6,300 clients after the deal closed last year... MutualFundWire.com - Wednesday, February 1, 2023
Nationwide Finds Spangler's Successor Updated \| A sales leader is taking over the Midwestern insurer's mutual fund and ETF business... MutualFundWire.com - Tuesday, January 17, 2023
A 68-Year-Old Firm Adds an Active Commodity ETF The new fund will invest mainly exchange-traded commodity futures contracts... MutualFundWire.com - Friday, January 6, 2023
One of a $164B-AUM Firm's Founders Dies The PM was one of seven people who co-founded the Gotham asset manager 54 years ago... MutualFundWire.com - Thursday, January 5, 2023
A Florida Startup Charges Into the ETF Space The firm's first fund is actively managed and part of a series trust... MutualFundWire.com - Wednesday, January 4, 2023
An Alts Shop Celebrates Its First ETF's First Birthday The year-old, subadvised, actively managed fund now has more than $60 million in AUM... MutualFundWire.com - Wednesday, January 4, 2023 - Reader Rating: 5
A $66MM-AUM Trio Merges Into a $378MM-AUM Duo Updated \| A 49-year-old firm acquires three mutual funds from a Midwestern shop... MutualFundWire.com - Thursday, December 29, 2022
A Four-Year-Old Multi-Boutique Will Buy a Three-Year-Old Peer The deal, which is expected to close next quarter, would boost the acquirer to $23 billion in AUM across nine affiliated boutiques... MutualFundWire.com - Wednesday, December 21, 2022
Week In Preview, December 5 - December 11 This week, the teams at Expect Miracles, IMEA, MFDF, MMI, SEC, VanEck, and WE are hosting events... MutualFundWire.com - Monday, December 5, 2022
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 4, 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 3, 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 2, 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 1, 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
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 8, 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
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
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 - 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 7, 2022 - 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 1, 2022
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 7, 2022
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 6, 2022
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
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
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
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
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 9, 2022 - 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 2, 2022 - 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 2, 2022 - 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
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
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 8, 2022
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
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
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
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 5, 2022

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