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News Stories Archives - Since 1998
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Pimco and BlackRock Win In June
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 22, 2019
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Week In Preview, July 22-28
This week several asset managers are releasing earnings...
MutualFundWire.com -
Monday, July 22, 2019
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An NYC Boutique Hires a Chief
An ex-Alpine New Yorker takes over a wealth management RIA with its own MF...
MutualFundWire.com -
Friday, July 19, 2019
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Blackstone Wins, Proportionately
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, July 19, 2019
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Ashton Kutcher and the Boston Behemoth Bet Together
The Hollywood star's VC fund and Fidelity are two backers of an ESG investing startup that aims to offer "a personalized ETF for everyone."..
MutualFundWire.com -
Friday, July 19, 2019
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A Tactical Startup Launches and Leads
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 18, 2019
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The Queen Meets a Fundster-Turned-Academic
The 93-year-old monarch also plants a tree and visits a hospital...
MutualFundWire.com -
Thursday, July 18, 2019
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Two Eaton Vance Arms Team Up
Under a new strategic initiative, two distribution teams will be integrated, some strategies will be rebranded, and some SMA offerings will be combined...
MutualFundWire.com -
Wednesday, July 17, 2019
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A PE Titan Takes the Lead
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, July 17, 2019
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First Trust Dethrones Baird
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 16, 2019
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The Three ETF Titans Crushed It In June
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 15, 2019
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Week In Preview, July 15-21
This week the Perth Mint team is hosting an event, and several fund firms are releasing earnings...
MutualFundWire.com -
Monday, July 15, 2019
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An M* Vet Takes Over a Midwestern Fund Firm
The new CEO and president will join the publicly-traded asset manager in September...
MutualFundWire.com -
Friday, July 12, 2019
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A Relocating Fundster CEO Finds His New HQ
The move comes after the asset manager recently closed on its biggest acquisition ever...
MutualFundWire.com -
Thursday, July 11, 2019
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26 Years, $4T
A growing but concentrated portion of the asset management business in the U.S. crosses another milestone...
MutualFundWire.com -
Wednesday, July 10, 2019
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With M&A on the Rise, Firms Face Data and Content Challenges
A reader tackles data challenges for multi-boutique asset managers...
MutualFundWire.com -
Monday, July 08, 2019
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Reader Rating: 5
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Week In Preview, July 8-14
This week the InvestmentNews team is hosting an event...
MutualFundWire.com -
Monday, July 08, 2019
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RMB Rebrands Two Funds and Transforms a Third
The changes come two years after the company merged with another fund firm...
MutualFundWire.com -
Friday, July 05, 2019
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An NYC Fund Firm Lays Off Dozens
The job cuts take effect at the end of September...
MutualFundWire.com -
Wednesday, July 03, 2019
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Victory Saves Another $10MM While Sealing the Deal
Dave Brown confirms that the publicly traded multiboutique has closed its biggest acquisition yet...
MutualFundWire.com -
Tuesday, July 02, 2019
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A Serial VP Lands at Eaton Vance
The Eaton Vance team welcomes a 15-year American Century Investments vet...
MutualFundWire.com -
Monday, July 01, 2019
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Week In Preview, July 1-7
Happy Independence Day!..
MutualFundWire.com -
Monday, July 01, 2019
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Check These Boxes to Make Sure Your Content Is Worthwhile
An industry PR specialist offers fundsters tips for spicing up their blogs and newsletters...
MutualFundWire.com -
Thursday, June 27, 2019
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What Does Gundlach Think of Trump 2020?
The bond fund star who correctly called the 2016 U.S. presidential election is aiming his crystal ball at the next one...
MutualFundWire.com -
Thursday, June 27, 2019
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After Four Years, an SVP is Leaving Neuberger
He has already begun his separation process from the firm...
MutualFundWire.com -
Tuesday, June 25, 2019
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Week In Preview, June 24-30
This week the teams at Crane Data and Expect Miracles will host events...
MutualFundWire.com -
Monday, June 24, 2019
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Cap Group and Vanguard Retake Their Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 20, 2019
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A Virginia Shop Wins In May
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 19, 2019
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Two Years In, a VC-Backed ETF Shop Retakes the Lead
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 18, 2019
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A Global Equity Shop Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, June 17, 2019
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Week In Preview, June 17-23
This week the teams at MMI, NICSA, and RayJay are all hosting events in Manhattan...
MutualFundWire.com -
Monday, June 17, 2019
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Baird Three-Peats
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 14, 2019
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The Fundster 401k Roundup, May 17-June 14
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, June 14, 2019
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The Leviathan Recovers the Pole Position
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds.
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MutualFundWire.com -
Thursday, June 13, 2019
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U.S. Fundsters Advance In China and Mexico
One U.S. fund firm officially teams up south of the border, while two others seem to be making moves in the Middle Kingdom...
MutualFundWire.com -
Thursday, June 13, 2019
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Will a Midwestern Fund Firm Return to Its OG Home State?
The CEO confirms that they're considering multiple possible sites for a new corporate HQ...
MutualFundWire.com -
Wednesday, June 12, 2019
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An Eight-Year OpFunds Vet Leaves Invesco
The move comes as OpFunds merges into Invesco...
MutualFundWire.com -
Tuesday, June 11, 2019
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How Much Would Vanguard Have Paid Bogle In His Last Year?
The low-cost leviathan's 2018 profit-sharing payments reportedly rose more than 14.1 percent last year...
MutualFundWire.com -
Tuesday, June 11, 2019
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Week In Preview, June 10-16
This week the teams at 3EDGE, Aberdeen, Expect Miracles, FIASI, MFDF, Morgan Stanley, Pershing, and REX Shares are all hosting events...
MutualFundWire.com -
Monday, June 10, 2019
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A 17-Year Invesco Vet Bids Adieu
The departure comes as the publicly traded fund firm digests its biggest acquisition yet...
MutualFundWire.com -
Friday, June 07, 2019
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Windsor's Lion Dies
His death comes five months after that of his most famous client...
MutualFundWire.com -
Thursday, June 06, 2019
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Week In Preview, June 3-9
This week the teams at FIASI, informa, and Pru are all hosting events...
MutualFundWire.com -
Monday, June 03, 2019
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McDonough Picks Invesco's Next Third-Party NSM
An OpFunds exec takes over a team focused on the 529 and insurance channels...
MutualFundWire.com -
Friday, May 31, 2019
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An OpFunds RIA Exec Rises As an Invesco Vet Departs
The moves come after Invesco's purchase of OppenheimerFunds closed last Friday...
MutualFundWire.com -
Wednesday, May 29, 2019
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The Invesco-OpFunds Deal Closes, and More Chips Fall
The fates of four more top execs come to light, and funds begin to move. Expense cuts are reportedly on-target...
MutualFundWire.com -
Tuesday, May 28, 2019
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Week In Preview, May 28-June 2
This week the teams at AIG, Deutsche Bank, and KBW are all hosting events...
MutualFundWire.com -
Tuesday, May 28, 2019
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Three Years In, an MF Entrepreneur Targets Institutional
As the startup approached a key milestone, the chief further expanded his team in two areas. He aims to broaden their distribution and add a new product structure...
MutualFundWire.com -
Thursday, May 23, 2019
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Lynch Shares Art, and Booth Looks to Space
Two famous fundsters are up to new philanthropic ventures in their hometowns...
MutualFundWire.com -
Thursday, May 23, 2019
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Fiserv Welcomes a DST and Wells Vet
The new hire now serves as SVP and general manager of digital channels...
MutualFundWire.com -
Wednesday, May 22, 2019
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Sullivan Makes Nice With a Familiar Legg Mason Backer
An activist is back for round two with the publicly traded, multi-boutique asset manager...
MutualFundWire.com -
Wednesday, May 22, 2019
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Will Pioneer's Parent Take Control of Another Multinational?
The publicly traded French firm is reportedly looking at buying a majority stake in a financial services giant's asset management arm. Yet the deal might run afoul of a familiar problem...
MutualFundWire.com -
Tuesday, May 21, 2019
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Fidelity Both Won and Lost Last Month
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 20, 2019
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Week In Preview, May 20-27
This week the teams at ALFI, Capital Market Strategies, DAI Partners, ETFGI, FIASI, and Irish Funds will all host events...
MutualFundWire.com -
Monday, May 20, 2019
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A B-D Retakes the Lead
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 17, 2019
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An Eight-Month-Old Startup Wins In April
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 16, 2019
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M* Dominates This Pack
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 15, 2019
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So Much For That $1.6T Asset Management Merger
Two multinational titans reportedly can't agree on who would control their asset management business post-merger...
MutualFundWire.com -
Tuesday, May 14, 2019
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Mid-Size Outflows Rise
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Another Titan Breaks the Flows Duopoly
The M* team updates flows data for April 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 13, 2019
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Week In Preview, May 13-19
This week the teams at IMEA and InvestmentNews are hosting events...
MutualFundWire.com -
Monday, May 13, 2019
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Will This U.S. Multinational Open the MF Door to China?
Perhaps it will be the first foreign asset manager to take a majority stake in a Chinese fund firm...
MutualFundWire.com -
Thursday, May 09, 2019
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Federated Buys a $12.4B MF Biz
The $52-million deal includes three fund adoptions and a host of mergers...
MutualFundWire.com -
Wednesday, May 08, 2019
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Week In Preview, May 6-12
This week the teams at DoubleLine, Irish Funds, IWI, M*, and Sohn are all hosting events...
MutualFundWire.com -
Monday, May 06, 2019
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Will Federated Buy a $54.6B Shop?
The acquisitive, publicly traded asset manager is reportedly in talks to snap up a (sort of) nearby asset manager...
MutualFundWire.com -
Thursday, May 02, 2019
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Deutsche's Chief Stands By DWS
The publicly traded, multinational bank's CEO addresses recent asset management deal talk...
MutualFundWire.com -
Tuesday, April 30, 2019
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Mass Customization, ESG Style
A firm looks to help asset managers and B-Ds offer investors ESG versions of various models...
MutualFundWire.com -
Monday, April 29, 2019
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Week In Preview, April 29-May 5
This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings...
MutualFundWire.com -
Monday, April 29, 2019
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A 13-Year Neuberger Vet Dies
He served as a managing director and PM at the employee-owned fund firm...
MutualFundWire.com -
Friday, April 26, 2019
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At Spouting Rock, Coyne Keeps Hunting
MFWire talks to the ex-Brinker vice chair about his new gig...
MutualFundWire.com -
Thursday, April 25, 2019
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Post-ETFs, a CT Shop Offers More Focus
The firm now offers sector-specific products with a twist...
MutualFundWire.com -
Wednesday, April 24, 2019
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A Midwestern Shop Leads the Active Pack
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2019
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Two Asset Management Deals That Weren't
An acquisition falls through, and a separate divestment isn't in the cards, either...
MutualFundWire.com -
Tuesday, April 23, 2019
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Inflows Per Fund Slip
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 22, 2019
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Week In Preview, April 22-28
This week the teams at AIMSE and MMI are hosting events...
MutualFundWire.com -
Monday, April 22, 2019
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Micro Fund Firms' Flows Share Septuples
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 18, 2019
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Shouldn't We Stop Calling It That?
A few thoughts on branding and innovation in the mutual fund biz .....
MutualFundWire.com -
Thursday, April 18, 2019
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A TAMP Takes the Lead
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 17, 2019
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Baird Leads As Mid-Size Flows Fall
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 16, 2019
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The Largest Firms Gobble 98 Percent of Flows
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 15, 2019
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Week In Preview, April 15-21
This week the Expect Miracles team is running the Boston Marathon...
MutualFundWire.com -
Monday, April 15, 2019
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Reader Rating: 5
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The Most Powerful Force in the Investment Universe
A reader weighs in on the most famous product of an investment research giant...
MutualFundWire.com -
Friday, April 12, 2019
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Reader Rating: 5
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The Fundster 401k Roundup, March 30-April 12
One giant recordkeeper is buying another...
MutualFundWire.com -
Friday, April 12, 2019
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After 30 Years, a Top WFAM Exec Retires
He'll hand off his PM responsibilities on June 1 and will leave the company a month later...
MutualFundWire.com -
Thursday, April 11, 2019
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A Record $5.4T and Counting
A particular segment of the global asset management industry reached new heights last month...
MutualFundWire.com -
Wednesday, April 10, 2019
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Reader Rating: 4
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Week In Preview, April 8-14
This week the teams at FIASI, Fund Intelligence, FRA, informa, and MFDF are all hosting events...
MutualFundWire.com -
Monday, April 08, 2019
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A Boston MF Scion Dies At 92
The WWII vet retired almost 20 years ago after 50 years with the company...
MutualFundWire.com -
Thursday, April 04, 2019
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Reader Rating: 5
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Week In Preview, April 1-7
This week the teams at MFDF, NICSA, Schroders, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, April 01, 2019
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BlackRock and a Top BlackRock Alum Both Win Big
A trade pub's hosts their sixth annual awards show, again in the Big Apple...
MutualFundWire.com -
Friday, March 29, 2019
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A $2T Titan Trims Hundreds
AUM and income slip, though headcount is on the rise...
MutualFundWire.com -
Thursday, March 28, 2019
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Reader Rating: 5
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After Tweaks and a Retirement, a Distro Chief Focuses On Execution
"The industry's going through a lot of change. We are as a company pretty right-sized to take advantage."..
MutualFundWire.com -
Tuesday, March 26, 2019
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Dalia Blass Wants to Talk to You
The chief of the SEC's investment management division told fundsters last week that she wants to hear more from them...
MutualFundWire.com -
Tuesday, March 26, 2019
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Week In Preview, March 25-31
This week the teams at Crane, ETF.com, FIASI, InvestmentNews, MMI, and the SEC are all hosting events...
MutualFundWire.com -
Monday, March 25, 2019
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Invesco Will Cut 850 OpFunds Jobs In One Location
The cuts will begin once Invesco acquires the fund firm. The deal is expected to close in late May...
MutualFundWire.com -
Friday, March 22, 2019
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The Fundster 401k Roundup, March 16-22
A new bidder may have taken the lead in the bidding for a big 401(k) recordkeeper...
MutualFundWire.com -
Friday, March 22, 2019
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Why a Michigan RIA Teamed Up With a Fund Firm
The full-service firm will handle distribution for the fund, which merged into another fund...
MutualFundWire.com -
Thursday, March 21, 2019
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Bogles' Bunch Dominates Both Sides
The M* team updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 19, 2019
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A $100B Family Office Takes the Fund Flows Lead
The M* team updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 18, 2019
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Week In Preview, March 18-24
This week the Expect Miracles and ICI teams are both hosting events...
MutualFundWire.com -
Monday, March 18, 2019
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Micro Fund Firms' Inflows Plummet 89 Percent
The M* team updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 15, 2019
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The Fundster 401k Roundup, March 9-15
A private equity-backed RKer buys again...
MutualFundWire.com -
Friday, March 15, 2019
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