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News Stories Archives - Since 1998
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Week In Preview, September 24-30
This week the teams at FSI, ICI, and Impact Shares are all hosting events...
MutualFundWire.com -
Monday, September 24, 2018
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10 Ways to Raise the Bar on Your Asset Management PR
Dan Sondhelm helps asset managers, mutual funds, ETFs, and wealth managers grow through sales, marketing, and public relations strategies...
MutualFundWire.com -
Friday, September 21, 2018
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Reader Rating: 4
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Fund Flows Fall 30 Percent, Proportionately
M* updates ETF and long-term, open-end mutual fund flows data for August 2018...
MutualFundWire.com -
Thursday, September 20, 2018
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Kraus Returns
The ousted AB chief is back, leading a new venture backed by another multinational insurer...
MutualFundWire.com -
Thursday, September 20, 2018
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A Concentrated, Fundamental Shop Leads
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Wednesday, September 19, 2018
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Don't Expect This Giant to Make Another Equities Push
Goldman Sachs' next CEO interviews the CEO of a familiar asset manager...
MutualFundWire.com -
Wednesday, September 19, 2018
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No, This Mutual Fund Titan Is NOT For Sale
A privately held industry giant is reportedly again shooting down merger inquiries...
MutualFundWire.com -
Tuesday, September 18, 2018
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Bridge Builder's Lead Widens
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Monday, September 17, 2018
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Week In Preview, September 17-23
Today the Expect Miracles team is hosting a new event in the Garden State...
MutualFundWire.com -
Monday, September 17, 2018
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At 79, an Ex-Fidelity Prez Dies
For the second time this summer, the Johnson family and their team are mourning a former Boston Behemoth bigwig...
MutualFundWire.com -
Friday, September 14, 2018
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A Fundster Entrepreneur Anoints His First New Partner Tranche
The fast-growing, two-year-old boutique now has 10 shareholders in total and remains 95-percent employee-owned...
MutualFundWire.com -
Monday, September 10, 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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FAs Want Help With Growth, Efficiency and Tech
New research digs into how financial advisors' role is changing...
MutualFundWire.com -
Friday, September 07, 2018
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Reader Rating: 5
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A Fund Firm's Parent Quietly Goes Direct
The new service includes financial planning, insurance recommendations, and portfolios of ETFs...
MutualFundWire.com -
Friday, September 07, 2018
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Putnam's Big Move Is Almost Here
Reynolds is moving the fund firm's Beantown HQ. Meanwhile, the firm will maintain a key office in Andover...
MutualFundWire.com -
Thursday, September 06, 2018
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The SEC Returns to Full Strength ... For Now
The Senate confirms a new commissioner, but there's still no official word on who will fill another seat that will be empty by the end of the year...
MutualFundWire.com -
Thursday, September 06, 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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Are Asset Managers No Longer the Poor Relations?
An international paper ponders the rise of asset management execs within broader financial services firms...
MutualFundWire.com -
Tuesday, September 04, 2018
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Happy Labor Day!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com -
Friday, August 31, 2018
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NextShares Puts a Spotlight on Distro Complexity
The Eaton Vance chief speaks candidly about the successes and difficulties of the mutual fund shop's new fund structure...
MutualFundWire.com -
Friday, August 31, 2018
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Reader Rating: 5
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Pimco at the Fed, and the Next SEC Commish Approaches?
It's been a good week for Trump administration appointments connected to the asset management industry...
MutualFundWire.com -
Thursday, August 30, 2018
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A FolioDynamix Investment Exec Leaves Envestnet
The departure comes after Envestnet bought FolioDynamix at the beginning of the year..
MutualFundWire.com -
Wednesday, August 29, 2018
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Casady Raises $58.9MM
The former LPL chief has shifted into a different business ... with the support of asset managers, insurers, family offices, and individual financial services industry insiders...
MutualFundWire.com -
Wednesday, August 29, 2018
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Week In Preview, August 27-September 3
This week a Ladenburg Thalmann B-D is hosting its national conference...
MutualFundWire.com -
Monday, August 27, 2018
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23 Years In, Will Voters Keep This Nemesis to Fundsters?
A prominent state regulator faces a primary challenge on September 4, his first such challenge in more than a decade...
MutualFundWire.com -
Friday, August 24, 2018
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A 28-Year American Funds Vet Retires
The Nw York-based broker-dealer is moving on after nearly three decades with the company...
MutualFundWire.com -
Tuesday, August 21, 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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Still On Top, Bridge Builder Slows
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Monday, August 20, 2018
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A British Firm Brings In $221MM On This Side of the Pond
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Thursday, August 16, 2018
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ARK Wins July
M* updates mutual fund and ETF flows data for July 2018...
MutualFundWire.com -
Wednesday, August 15, 2018
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Flows Brighten, and Passive Titans Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for July 2018...
MutualFundWire.com -
Monday, August 13, 2018
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How T. Rowe Woos Talent
A local paper offers a glimpse into the courting tactics used by the Baltimore-based mutual fund giant...
MutualFundWire.com -
Monday, August 13, 2018
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Catalyst Doesn't Lack in New Hires
Jerry Szilagyi makes three additions and one promotion to their team...
MutualFundWire.com -
Wednesday, August 08, 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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A $78.7B Shop's Distro Chief Plans Channel Diversification
Watch for a B-D's asset management team to push further into the DC I-O, institutional, insurance and RIA channels...
MutualFundWire.com -
Tuesday, August 07, 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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To the Legg Mason Team, "Everybody Is From Missouri"
The publicly traded multi-boutique asset manager's chief calls out the disconnect between the firm's stock price and its results...
MutualFundWire.com -
Wednesday, August 01, 2018
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There Can Be Only One ... Janus Henderson CEO
Last year two co-CEOs took over the freshly merged, multinational, publicly traded asset manager. Now a single chief is taking over...
MutualFundWire.com -
Tuesday, July 31, 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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Week In Preview, July 30-August 5
This week the teams at the Expect Miracles Foundation, LPL, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, July 30, 2018
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Sapir Ropes an ETF Entrepreneur
A senior PowerShares vet joins the ProShares team...
MutualFundWire.com -
Thursday, July 26, 2018
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SSgA Banks On Bringing Hollywood to Mid-Caps
The ETF giant sponsors a new celebrity podcast to highlight companies in a particular fund...
MutualFundWire.com -
Thursday, July 26, 2018
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Senators Grill Trump's SEC Pick on Fiduciary Issues
Cryptocurrency, cybersecurity, enforcement, insider trading, subpoena power, and other issues also came up at the nominee's shared confirmation hearing yesterday morning...
MutualFundWire.com -
Wednesday, July 25, 2018
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Case of the Week: Deadline to Establish a SIMPLE IRA Plan
Jenny Kiffmeyer of the RLC offers FAs eligibility reminders about the retirement plan...
MutualFundWire.com -
Tuesday, July 24, 2018
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Week In Preview, July 23-29
This week several publicly traded asset managers are reporting their earnings...
MutualFundWire.com -
Monday, July 23, 2018
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Pound For Pound, a B-D Dominates Inflows
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Friday, July 20, 2018
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A Sub-Advised Equity Shop Takes the Lead
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Wednesday, July 18, 2018
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Reader Rating: 5
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Meet the Familiar Next Owner of Cetera
Fundsters and defined contribution industry insiders may recognize the Bay Area private equity giant that is buying the giant indie B-D network...
MutualFundWire.com -
Wednesday, July 18, 2018
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A Fund-of-Funds Shop's Inflows Double
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Tuesday, July 17, 2018
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Natixis Buys in SoCal and Europe
Jean Raby pulls the trigger on one deal and agrees to another...
MutualFundWire.com -
Tuesday, July 17, 2018
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A Year-Old ETF Shop Rocks June
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Monday, July 16, 2018
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Vanguard Retakes the Lead as Flows Plunge
M* updates mutual fund and ETF flows data for June 2018...
MutualFundWire.com -
Monday, July 16, 2018
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Reader Rating: 1
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Week In Preview, July 16-22
This week the teams at CNBC, ExchangeTradedFunds.com, and Institutional Investor are all hosting events in the Big Apple...
MutualFundWire.com -
Monday, July 16, 2018
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Two Familiar Billionaires Buy New Homes
Where do the richest fundsters live? One just bought a bachelor pad in the OC, and another recently acquired a condo in southern Florida...
MutualFundWire.com -
Friday, July 13, 2018
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Week In Preview, July 9-15
InvestmentNews is hosting an event this week...
MutualFundWire.com -
Monday, July 09, 2018
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Allianz Expects Less From Asset Management This Year
Another $175.25 billion in inflows probably isn't in the cards...
MutualFundWire.com -
Friday, July 06, 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, July 2-8
Happy Independence Day!..
MutualFundWire.com -
Monday, July 02, 2018
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Ervin Expands His Team and Ponders Raising Capital
After expanding Reality Shares' lineup to six ETFs and a VC fund, the FA-turned-ETF-entrepreneur makes a pair of key hires...
MutualFundWire.com -
Wednesday, June 27, 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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After Tripling In 2017, an ETF Startup Doubles Again
Meanwhile, the team is trying to get regulators to sign off on their ETF minor leagues idea...
MutualFundWire.com -
Friday, June 22, 2018
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How Bad Has 2018 Been to This Fund Firm?
A publicly traded asset manager's shares have fallen more than 70 percent so far this year. How does that compare, and how does the picture change when you look further back...
MutualFundWire.com -
Friday, June 22, 2018
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Reader Rating: 5
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A Billionaire Fundster's Divorce Takes a Gross Turn
A famed PM's ex-wife accuses him of stinking up their house, which she won in the split...
MutualFundWire.com -
Tuesday, June 19, 2018
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Week In Preview, June 18-24
This weeks the teams at Credit Suisse, the FPA, ICR, and the MMI are all hosting events...
MutualFundWire.com -
Monday, June 18, 2018
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Piwowar Comes Under Senatorial Fire
Democrats ask the SEC's inspector general to investigate the outgoing commissioner...
MutualFundWire.com -
Friday, June 15, 2018
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Bye, Bye, Westcore Funds
A midwestern shop closes on its acquisition of the Denver-based mutual fund firm...
MutualFundWire.com -
Thursday, June 14, 2018
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Reader Rating: 5
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Russell Mourns a "Leading External Voice"
A 51-year-old exec dies while vacationing with his family...
MutualFundWire.com -
Thursday, June 14, 2018
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Two Data Giants Combine
There may be more M&A for this financial industry data provider in the future...
MutualFundWire.com -
Wednesday, June 13, 2018
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Will This Tech Tilt the Industry Even Further Towards the Titans?
A veteran mutual fund industry thinker predicts a coming investment revolution...
MutualFundWire.com -
Wednesday, June 13, 2018
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Two Southland FAs Enter the MF Biz
If the first fund takes off, watch for them to launch more funds down the line...
MutualFundWire.com -
Monday, June 11, 2018
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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Post-Sale, a Family Fund Firm Refocuses
An Empire State shop will stay in the hedge fund business after exiting the mutual fund side...
MutualFundWire.com -
Friday, June 08, 2018
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After Two Spring Acquisitions, What's Next?
A European multinational asset manager remains open to more M&A on this side of the pond, but integration and digestion are the top priorities for now...
MutualFundWire.com -
Thursday, June 07, 2018
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Trump Picks the Next Piwowar
The U.S. President officially nominates a Senate staffer to become an SEC commissioner...
MutualFundWire.com -
Tuesday, June 05, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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BlackRock Beat Vanguard Last Month
M* releases its monthly flows report for April 2018...
MutualFundWire.com -
Wednesday, May 30, 2018
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Week In Preview, May 29 - June 3
This week the teams at Carson Group, Deutsche Bank, KBW, and US SIF are all hosting events...
MutualFundWire.com -
Tuesday, May 29, 2018
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Piwowar Vs Banking Regulators and the "Terrible, Horrible, No Good, Very Bad" Fiduciary Rule
On stage at the ICI GMM, the outgoing SEC commissioner speaks out on several topics that are near and dear to fundsters' hearts...
MutualFundWire.com -
Thursday, May 24, 2018
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Checking the Pulse of Your Funds' Flows Prospects
An investment research giant launches a new asset manager tool and kicks off a new research paper series by drilling down on what drives fund flows...
MutualFundWire.com -
Wednesday, May 23, 2018
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Akins Leaves Alps and Takes Startup Action
The DST arm's ETF chief starts a new venture with two more Alps alumni...
MutualFundWire.com -
Tuesday, May 22, 2018
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ICI's Diamond GMM, Day One
1,500 fundsters are converging on Washington, D.C. this week...
MutualFundWire.com -
Tuesday, May 22, 2018
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Reader Rating: 3
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After Two Key Hires, a Liquid Alts Distro Expansion
A Gotham fundster entrepreneur expects to continue building out his sales team...
MutualFundWire.com -
Monday, May 21, 2018
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Week In Preview, May 21-28
The teams at FINRA, the ICI, and the MFDF are all hosting events this week...
MutualFundWire.com -
Monday, May 21, 2018
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A Crypto Hedge Fundster Teams Up to Enter the ETF Biz
Earlier this week the allies rolled out an active equity ETF that invests in company that profit from the rise of blockchain and cryptocurrencies...
MutualFundWire.com -
Thursday, May 17, 2018
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For Needles' Fourth Deal, Resolute Backs a New Startup
Watch for American Beacon's parent to continue adopting or launching funds and investing in boutique asset managers...
MutualFundWire.com -
Wednesday, May 16, 2018
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With a $10B War Chest, a Multinational Targets U.S. Asset Managers
A publicly traded, family-controlled giant could be doing a lot of dealmaking over the next five years, especially here in the United States...
MutualFundWire.com -
Wednesday, May 16, 2018
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Reader Rating: 5
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So Ends a Tale of a Fundster's Divorce, a Fake Picasso, and a $36.9MM Auction
A "private Asian collector" now owns a painting that features strangely in the breakup of a famed PM's marriage...
MutualFundWire.com -
Tuesday, May 15, 2018
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Week In Preview, May 14-20
The teams at Capital Link, Capital Market Strategies, Envestnet, ETFGI, Fund Intelligence, Irish Funds, the MFEA, and the NYSE are all hosting events. ..
MutualFundWire.com -
Monday, May 14, 2018
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A 107-Year-Old Firm Updates Its Brand
The team at a Big Easy mutual fund shop is launching a new website, a new logo, and more...
MutualFundWire.com -
Friday, May 11, 2018
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A New Place for Notable ETFs to Shine
An investing and trade publication debuts a new regular feature today...
MutualFundWire.com -
Friday, May 11, 2018
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With DST, an Alts Admin Giant Makes a Liquid Push
After SS&C's DST purchase closed last month, the new DST chief talked to MFWire about what's next...
MutualFundWire.com -
Wednesday, May 09, 2018
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Reader Rating: 5
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A Canadian Multinational Keeps Hunting For U.S. Asset Managers
Yet the publicly traded firm's chief insists that he's in no rush...
MutualFundWire.com -
Wednesday, May 09, 2018
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Bye, Bye, Piwowar
This Republican SEC commissioner, appointed by Obama, is leaving the regulatory agency...
MutualFundWire.com -
Tuesday, May 08, 2018
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Week In Preview, May 7-13
Updated | This week the teams at Franklin Templeton, the Investments & Wealth Institute, and the MFDF are all hosting events...
MutualFundWire.com -
Monday, May 07, 2018
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Understanding Bernstein's $70MM AB HQ Move
The Axa-controlled Gotham asset manager is shifting south, though it's not leaving the Big Apple behind entirely...
MutualFundWire.com -
Thursday, May 03, 2018
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And the March Fund Flows Victory Goes to ... a Roboadvisor?
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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Is Virtus Taking an M&A Break?
George Aylward talks to analysts about the New England-based firm's Q1 2018 results...
MutualFundWire.com -
Wednesday, May 02, 2018
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Ark Takes the Lead
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Wednesday, May 02, 2018
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By 2021, a $500B AUM Shop Will Move to Music City
Nashville won out over NYC and at least two other Southern cities, Charlotte and San Antonio...
MutualFundWire.com -
Wednesday, May 02, 2018
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First Trust's Inflows Double
M* updates mutual fund and ETF flows data for March 2018...
MutualFundWire.com -
Tuesday, May 01, 2018
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