|
News Stories Archives - Since 1998
|
Tips for Converting Mutual Funds to ETFs on a Tax-Free Basis
In light of the recent approval of translucent active ETF structures, a reader weighs in...
MutualFundWire.com -
Monday, July 13, 2020
|
Week In Preview, July 13 - July 19
This week the teams at Aite Group, MFDF, MMI, NICSA, and SEC will host virtual events...
MutualFundWire.com -
Monday, July 13, 2020
|
Jim Ross Resurfaces to Guide an Acquirer
The company raised $350 million last month to do a deal in asset management, fintech, or wealth management...
MutualFundWire.com -
Friday, July 10, 2020
|
Fido and Schwab Win Online
The mutual fund titan's roboadvisor and the brokerage giant's cyborg advisor are among the winners in a new awards program...
MutualFundWire.com -
Friday, July 10, 2020
|
12 Years, $5B In AUM
A New England mutual fund firm crosses a milestone...
MutualFundWire.com -
Thursday, July 09, 2020
|
A $1.8T-AUM Giant's Chief Passes the Reins
His successor leads one of the multinational asset manager's boutiquess...
MutualFundWire.com -
Wednesday, July 08, 2020
|
Virtus Adopts a $23B-AUM U.S. Biz
The adopter will keep the other asset manager on a subadvisor to the mutual funds and retail SMAs. The deal could boost the multiboutique's mutual fund AUM by 40 percent...
MutualFundWire.com -
Tuesday, July 07, 2020
|
A Marketing EVP Exits In Gotham
He spent more than six years at the firm before moving on at the end of last month...
MutualFundWire.com -
Monday, July 06, 2020
|
Week In Preview, July 6 - July 12
This week the teams at FSI, MFDF, and MMI are all hosting online events...
MutualFundWire.com -
Monday, July 06, 2020
|
Happy Fourth of July!
In observance of the Independence Day market holiday, MFWire will be closed all day tomorrow...
MutualFundWire.com -
Thursday, July 02, 2020
|
Shaffer Brings an Intel Chief to Voya IM
The new hire will be in charge of distribution enablement and intelligence at the fund firm...
MutualFundWire.com -
Wednesday, July 01, 2020
|
Week In Preview, June 28 - July 5
This week, the teams at FIASI and Nasdaq are hosting events...
MutualFundWire.com -
Monday, June 29, 2020
|
A $518B-AUM Firm's Chief Gets a New Boss
The new hire has worked in both asset management and wealth management...
MutualFundWire.com -
Friday, June 26, 2020
|
Money Fund Flows Plunge 88 Percent, But ...
The M* team updates May 2020 flows data for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, June 26, 2020
|
For the Second Time In Six Years ...
... monthly active inflows beat passive inflows, according to estimates from the folks at M*...
MutualFundWire.com -
Wednesday, June 24, 2020
|
Near Gotham, a Boutique's Prez Passes the Reins
A 25-year company veteran is taking over...
MutualFundWire.com -
Tuesday, June 23, 2020
|
A Subadvised Shop Rebuilds Its Lead
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 23, 2020
|
T. Rowe and Pimco Win Big In Chi-Town
An investment research giant recognized PMs from both firms today for its annual awards...
MutualFundWire.com -
Monday, June 22, 2020
|
Week In Preview, June 22 - June 28
This week the teams at AAAA, Advisor Perspectives, Broadridge, and the Expect Miracles Foundation are scheduled to host online events...
MutualFundWire.com -
Monday, June 22, 2020
|
Fundsters Honor Juneteenth
Executives across the asset management industry are among those publicly celebrating the holiday and what it represents...
MutualFundWire.com -
Friday, June 19, 2020
-
Reader Rating: 5
|
As Industry Flows Double, Micro Firms' Flows Slip
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 19, 2020
|
Small Fund Firms' Outflows Jump Eleven-Fold, But ...
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 18, 2020
|
Midsize Fund Firms' Inflows Return
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, June 16, 2020
|
T. Rowe Leads This Abbreviated Awards Race
Nine fund firms are in contention for these awards. The winners will be revealed next week...
MutualFundWire.com -
Monday, June 15, 2020
|
Week In Preview, June 15 - June 21
This week the teams at Expect Miracles, Nasdaq Dorsey Wright, and Tiburon are all hosting online events...
MutualFundWire.com -
Monday, June 15, 2020
|
An ETF Ally's Co-Founder Dies
The PM supported a number of ETF startups over the years and was based in the Garden State...
MutualFundWire.com -
Friday, June 12, 2020
|
Inflows Jump 68 Percent For the Titans
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 12, 2020
|
Fundsters Resolve to Break the Silence
Many asset management industry leaders have spoken up on racism since the death of George Floyd last month...
MutualFundWire.com -
Thursday, June 11, 2020
|
A Nine-Year Vet Takes Over a Multinational's N Am Distro
He now leads an 84-person team at the $644.5-billion shop...
MutualFundWire.com -
Wednesday, June 10, 2020
|
After 11 Years, a Subadvised Shop's Chief Passes the Reins
A new CEO started yesterday, and the outgoing chief is expected to retire at the end of 2020...
MutualFundWire.com -
Tuesday, June 09, 2020
|
Week In Preview, June 8 - 14
This week the teams at Fund Intelligence, Morgan Stanley, and NICSA are all hosting online events...
MutualFundWire.com -
Monday, June 08, 2020
|
More Fundsters Reflect on "the Senseless Killing of George Floyd"
Asset management industry leaders keep speaking out as protests continue across the U.S...
MutualFundWire.com -
Friday, June 05, 2020
|
Brady Hires a Successor For a Key 28-Year Thornburg Vet
The New Mexico-based mutual fund firm's chief hires a new CMO...
MutualFundWire.com -
Thursday, June 04, 2020
|
A Jersey MF Team Mourns a 26-Year Company Vet
A mutual fund firm analyst, partner, and PM died last week at the age of 56...
MutualFundWire.com -
Thursday, June 04, 2020
-
Reader Rating: 5
|
More MF Chiefs Speak Up As BLM Protests Continue
CEOs of mutual fund firms are among the business leaders talking about racism in the wake of the death last week of an unarmed, arrested black man in Minnesota...
MutualFundWire.com -
Wednesday, June 03, 2020
|
In CO, a 20-Year Invesco Vet Takes Over a Sales Team
He's joining a firm that connects FAs and investors with private equity...
MutualFundWire.com -
Tuesday, June 02, 2020
|
Fundster CEOs Address George Floyd's Death
Two high profile chiefs of asset managers, and leaders at other asset managers' parent companies, are speaking out...
MutualFundWire.com -
Tuesday, June 02, 2020
-
Reader Rating: 5
|
A PNC Vet Takes Over ESG For a Multiboutique
The company has filled a new position to improve the social benefits of their investment strategy...
MutualFundWire.com -
Monday, June 01, 2020
|
Week In Preview, June 1 - June 7
This week the teams at Artisan and Gamco are hosting online events...
MutualFundWire.com -
Monday, June 01, 2020
|
The Money Fund Inflows Flood Slows a Bit
The M* team updates flows data for April 2020 for money market mutual funds in the U.S...
MutualFundWire.com -
Friday, May 29, 2020
|
How Far Can You Bike, Walk, or Run for Cancer Survivors?
A new charity fundraiser begins next month to bring financial support to those afflicted by cancer...
MutualFundWire.com -
Thursday, May 28, 2020
-
Reader Rating: 5
|
Week In Preview, May 26 - May 31
Week In Preview is back, now with more online events!..
MutualFundWire.com -
Tuesday, May 26, 2020
|
Passive Flows Rebound As Active Outflows Plummet
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 22, 2020
|
A Focused Growth Shop Wins
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, May 21, 2020
|
An Ex-MF Chief Joins an AI-Driven Shop
He's taking over the firm's North America efforts. Next up is their first hedge fund, and then, perhaps later this year, their first mutual fund...
MutualFundWire.com -
Wednesday, May 20, 2020
|
Micro-Market Flows Swing Back to Black
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 20, 2020
|
From Crisis Comes Long-Term Opportunity
A reader argues for "leveraging digital engagement to build more profitable relationships in asset management" in the midst of the COVID-19 crisis...
MutualFundWire.com -
Tuesday, May 19, 2020
-
Reader Rating: 5
|
USCF's Massive Inflows Continue
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 19, 2020
|
An ETF Entrepreneur Looks For a CTO and Another Angel Or Two
After hitting a big milestone at one startup, this fundster is off to a new venture...
MutualFundWire.com -
Monday, May 18, 2020
-
Reader Rating: 4
|
Midsize Outflows Plunge 96 Percent
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, May 18, 2020
|
Giants Start to Regain Their Flows Footing
The M* team updates flows data for April 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 15, 2020
-
Reader Rating: 5
|
Moran Hires a Top Russell Alum
The distro veteran brings on a right hand at his new TPM shop...
MutualFundWire.com -
Thursday, May 14, 2020
|
Inc. Lauds a Boutique Fund Firm
The publication names a small mutual fund shop's parent as one of the best places to work...
MutualFundWire.com -
Wednesday, May 13, 2020
|
How Many Nuveen Employees Will Accept This Offer?
The asset manager's parent company is reportedly making an offer to three quarters of its employees in the U.S...
MutualFundWire.com -
Tuesday, May 12, 2020
|
An MF Giant Goes International With COVID-19 Relief Efforts
The firm is also in talks to offer unoccupied space for medical use, in the U.S. and across the pond...
MutualFundWire.com -
Monday, May 11, 2020
|
The Top Three Fund Firms For Diversity
They're among the 50 winners in a publication's 2020 list...
MutualFundWire.com -
Monday, May 11, 2020
|
$100B In 21 Years
A giant fund passes a big milestone...
MutualFundWire.com -
Friday, May 08, 2020
|
Graziano Promotes as a Touchstone Vet Takes Over a Subadvisor
There's a new chief this week at an $8.7-billion-AUM institutional asset manager...
MutualFundWire.com -
Thursday, May 07, 2020
|
PMs From Six Shops Will Team Up Online
Mellody Hobson will moderate a virtual discussion featuring seven PMs talking about pandemic portfolio management challenges...
MutualFundWire.com -
Thursday, May 07, 2020
|
This Duo Will Lead a $518B AUM Firm's ESG Effort
A bank's asset management chief promotes from within and creates a sustainable investing task force...
MutualFundWire.com -
Monday, May 04, 2020
|
A Fundster Recruiter Finds a New Home at Ridgeway
The new hire will lead the asset and wealth management practice alongside Kevin McKeon...
MutualFundWire.com -
Thursday, April 30, 2020
|
A Consultant to Fundsters Dies
He co-founded a consulting firm that has supported some of the world's biggest asset managers...
MutualFundWire.com -
Thursday, April 30, 2020
|
Will Warren and AOC Delay This Mega Merger?
The two Democrats say they're proposing a moratorium on a host of deals...
MutualFundWire.com -
Wednesday, April 29, 2020
-
Reader Rating: 5
|
Then a Public MF Shop Turned Down Stimulus Funds
The asset manager previously expected to receive $6.7 million in loan assistance, yet they withdrew their applications on Thursday...
MutualFundWire.com -
Monday, April 27, 2020
|
A WF Advisors MF Exec Rejoins a Consulting Firm
The executive most recently served as VP of mutual fund operations at the wirehouse...
MutualFundWire.com -
Friday, April 24, 2020
|
15 Percent of Money Funds' AUM Arrived Last Month
The M* team updates flows data for March and Q1 2020 on money market mutual funds in the U.S...
MutualFundWire.com -
Thursday, April 23, 2020
|
A 50-Year-Old Fund Firm Wins Stimulus Funds
An asset manager with $17.1 billion in AUM expects to receive $6.7 million in loan assistance "in the next few weeks."..
MutualFundWire.com -
Thursday, April 23, 2020
-
Reader Rating: 5
|
SSGA and WCM Had a Strong March
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 22, 2020
|
USCF Had a Very Big March
The M* team updates date for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, April 17, 2020
|
Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 16, 2020
|
$218B Flows Out of the Giants
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 15, 2020
|
King Lands, Post-Foresters
He takes an institutional distribution leadership role at an Indiana firm...
MutualFundWire.com -
Tuesday, April 14, 2020
|
Three More Industry Conferences Feel the Crisis' Sting
One goes online, one gets postponed, and one gets cancelled outright, in light of the ongoing coronavirus pandemic...
MutualFundWire.com -
Thursday, April 09, 2020
|
More Fundsters Contribute to COVID-19 Crisis Relief
Asset managers and their parents are donating millions of dollars to causes reacting to the coronavirus pandemic and economic slowdown...
MutualFundWire.com -
Thursday, April 09, 2020
|
Mid-Crisis, This Boutique Grew By 20 Percent
One of its funds nearly sextupled its AUM, even as the broader stock market fell...
MutualFundWire.com -
Wednesday, April 08, 2020
|
A Cali EVP Retires After a 35-Year Career
She worked with the company for a year and with its sibling for 18...
MutualFundWire.com -
Tuesday, April 07, 2020
|
The March of Money Funds
As markets shook last month amid the ongoing coronavirus crisis, this side of the mutual fund world saw massive inflows...
MutualFundWire.com -
Monday, April 06, 2020
|
A 21-Year-Old Fund Firm's Prez Passes the Reins
Meanwhile, a sales and distribution leader is joining the team...
MutualFundWire.com -
Friday, April 03, 2020
|
iShares and the Godfather of ETFs Win Big
For the first time, these industry awards were not revealed at a celebratory dinner...
MutualFundWire.com -
Friday, April 03, 2020
|
Handling Quarter-End Materials Mid-Crisis
An industry communications specialist offers fundsters tips for adapting in light of the ongoing COVID-19 pandemic and market shakeup...
MutualFundWire.com -
Thursday, April 02, 2020
-
Reader Rating: 5
|
COVID-19 Hasn't Killed ETF Inflows Yet, But ...
ETFs for U.S. investors still managed to gather net inflows last month, despite the coronavirus crisis and resulting market woes. But lots of ETFs disappeared, too .....
MutualFundWire.com -
Thursday, April 02, 2020
|
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs...
MutualFundWire.com -
Wednesday, April 01, 2020
-
Reader Rating: 5
|
An $85B-AUM Money Fund Trio Soft-Closes
Corrected | After big inflows and in light of falling interest rates, a titan is closing the three money market mutual funds to most new investors...
MutualFundWire.com -
Wednesday, April 01, 2020
|
As a T. Rowe Nat Accounts Chief Rises, a Legg Vet Joins
The move comes as Legg Mason is being acquired...
MutualFundWire.com -
Tuesday, March 31, 2020
|
Rebuilding BlackRock Beyond Its Walls
The chief of the world's largest asset manager reflects on the coronavirus and hints at what's next for the firm...
MutualFundWire.com -
Tuesday, March 31, 2020
|
Asset Managers Share Most of the Market's Respite
Last week fundsters had some good market news to celebrate...
MutualFundWire.com -
Monday, March 30, 2020
|
Some Asset Manager's Parents Are Shielding Jobs Mid-Crisis
As the coronavirus pandemic and the related economic slowdown continue, the publicly traded parents of several big fund firms are holding off on some cuts...
MutualFundWire.com -
Friday, March 27, 2020
|
A 19-Year Wells Fargo Vet Exits In the Southwest
A longtime regional director has left Wells Fargo Asset Management after nearly two decades with the fund firm...
MutualFundWire.com -
Thursday, March 26, 2020
|
COVID-19 Pushes Back Two More Conferences
Another pair of events, including one of the industry's most prominent events, have been postponed thanks to the ongoing coronavirus pandemic...
MutualFundWire.com -
Tuesday, March 24, 2020
|
Two Money Funds Get Rescued While a Third Dips
Corrected | The developments come after the Fed launched a money fund-boosting program last week...
MutualFundWire.com -
Tuesday, March 24, 2020
|
JPMAM and Vanguard Lead
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 23, 2020
|
A Titan Freezes Hiring
A big asset manager is reportedly pausing on making offers to any recruits worldwide...
MutualFundWire.com -
Monday, March 23, 2020
|
Back On Top After Two Months
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, March 20, 2020
|
A Midwestern ETF Startup Wins In February
The M* team updates data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, March 19, 2020
|
The Fed Props Up Money Funds
In an echo of 2008, the nation's lender of last resort is offering liquidity to prime money market mutual funds...
MutualFundWire.com -
Thursday, March 19, 2020
|
Small Fund Firms' Inflows Evaporate
The M* team updates data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 18, 2020
|
How Are Fundsters Adapting to the Pandemic?
Here's a glimpse at different firms' reactions to the ongoing coronavirus situation...
MutualFundWire.com -
Wednesday, March 18, 2020
|
Midsize Fund Flows Swing Negative
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 17, 2020
|
A Very Bad Monday
Yesterday was the market's worst day in more than three decades, and publicly traded asset managers felt the pain...
MutualFundWire.com -
Tuesday, March 17, 2020
|
Inflows Plunge By 69 Percent
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 16, 2020
|
Get MFWire Alerts
Raw XML
