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News Stories Archives - Since 1998
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Calamos Drums Up a Midwestern Acquisition
The formerly publicly traded mutual fund firm agrees to buy a smid-cap growth specialist...
MutualFundWire.com -
Wednesday, January 23, 2019
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A Star Thornburg Ex-PM Retires
He stepped back from his PMing duties in recent years but stayed on as a senior advisor to the firm, until retiring on January 1...
MutualFundWire.com -
Tuesday, January 22, 2019
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88 Percent of Midsize Firms Suffered In December
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Tuesday, January 22, 2019
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Week In Preview, January 22-27
This week the teams at Alger, the CFA Society Hartford, and the Expect Miracles Foundation are all hosting events...
MutualFundWire.com -
Tuesday, January 22, 2019
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Only Five Behemoths Netted December Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Friday, January 18, 2019
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Mourning Bogle
Fundsters join the chorus of those remembering the fallen Vanguard founder...
MutualFundWire.com -
Friday, January 18, 2019
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Texas Wins Over an Ohio Fund Firm
The move comes as the Buckeye State publicly traded multi-boutique is buying a Lonestar State mutual fund firm...
MutualFundWire.com -
Friday, January 18, 2019
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Only Two Firms Added More Than $10B In 2018
M* Direct updates mutual fund and ETF flows estimates for all of 2018...
MutualFundWire.com -
Thursday, January 17, 2019
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A Parisian Acquirer Hunts For U.S. Fund Firms
The chief wants to outright buy a fund firm, and he's still looking to take stakes in other asset managers...
MutualFundWire.com -
Wednesday, January 16, 2019
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ISS Buys an Asset Management Data Sibling
The deal is expected to close early this quarter...
MutualFundWire.com -
Monday, January 14, 2019
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Week In Preview, January 14-21
This week the teams at MFDF, MMI, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, January 14, 2019
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The World's Biggest Asset Manager Is Cutting ... But Still Growing
500 jobs will be cut in the coming weeks. That translates into about 3.4 percent of the company's total workforce...
MutualFundWire.com -
Friday, January 11, 2019
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M* Reboots the Fund Manager of the Year Awards
Asset classes and one-year performance are out. More product structures, passive strategies, and long-term performance are in...
MutualFundWire.com -
Thursday, January 10, 2019
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O'Hanley and Asness Trim Dozens
The new chief of State Street and the long-time chief of AQR are both cutting jobs...
MutualFundWire.com -
Thursday, January 10, 2019
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Reader Rating: 2
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In Chi-Town, a New Hire Guides a Trade Pub Online
The latest addition to the team serves as a web producer and previously worked in Washington, D.C...
MutualFundWire.com -
Wednesday, January 09, 2019
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Resolute Buys Into a Pair of Fixed Income Shops
Gene Needles and his team at the American Beacon parent seal their fifth and sixth deals to invest in boutique asset managers, this time on opposite coasts...
MutualFundWire.com -
Tuesday, January 08, 2019
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Reader Rating: 5
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The Low-Cost Leviathan's Growth Slows, But ...
It looks like a familiar firm led the pack again in 2018...
MutualFundWire.com -
Tuesday, January 08, 2019
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After Gaining Key Distro Access, a Faith-Based Fund Firm Staffs Up
The fund firm is also ramping up its shareholder engagement, going beyond negative screening...
MutualFundWire.com -
Monday, January 07, 2019
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Week In Preview, January 7-13
This week the teams at Credit Roundtable and FIASI are hosting an event...
MutualFundWire.com -
Monday, January 07, 2019
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35 Years Later, This Value Shops Launches Another
A West Coast shop with $30 billion in AUM just launched its second bond fund ever, and its first in more than three decades. It's been eight since its last equity fund launch...
MutualFundWire.com -
Friday, January 04, 2019
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'We've Done Lousily, and I'm Not Blaming Others'
A liquid alts giant pushes back against those who would blame the stock market's woes on quants...
MutualFundWire.com -
Friday, January 04, 2019
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Even Passive Funds Slipped In 2018
Though passive funds continued to win last year, their gains fell short of 2017...
MutualFundWire.com -
Wednesday, January 02, 2019
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Week In Preview, December 31-January 6
This week the teams at Diamond Hill, Fidelity, and T. Rowe are all making changes to their leadership teams...
MutualFundWire.com -
Monday, December 31, 2018
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60 Percent of Distro Chiefs Want to Add This Job
Among wholesaling jobs, the most common expected additions are on the hybrid side...
MutualFundWire.com -
Friday, December 28, 2018
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In the U.S., One Global ETF Brand Replaces Another
A multinational consolidates its ETFs brands here after an acquisition...
MutualFundWire.com -
Friday, December 28, 2018
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Passive Inflows and Active Outflows Rise
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Monday, December 24, 2018
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Blackstone Leads as Outflows Per Fund Drop
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Friday, December 21, 2018
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M* Leads the Smallest Fund Firm Pack
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Thursday, December 20, 2018
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In November, a PE Titan Took the Lead
M* updates November 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, December 19, 2018
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A Wirehouse's Sibling Wins In November
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Tuesday, December 18, 2018
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BlackRock Catapults Back to the Lead
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Monday, December 17, 2018
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Hilsabeck Resurfaces to Help a Midwestern AM
A PE-backed asset manager that specializes in "essential assets investing" welcomes a new, independent board member...
MutualFundWire.com -
Monday, December 17, 2018
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Post-Rebrand, What Will a $2.5B AUM Boutique Launch Next?
The 10-year-old shop now has five funds, plus SMAs. Yet more products are on the way...
MutualFundWire.com -
Friday, December 14, 2018
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Mertens Takes a New Career Lane
David Mertens picks up new roles almost two years into retirement...
MutualFundWire.com -
Tuesday, December 11, 2018
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A Multinational AM Hunts For International Equity Specialists
MFWire talks to the U.S. country head and deputy global IM chief at a publicly traded firm...
MutualFundWire.com -
Monday, December 10, 2018
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Week In Preview, December 10-16
This week the teams at FIASI, the SEC, and T. Rowe Price are all hosting events...
MutualFundWire.com -
Monday, December 10, 2018
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Lytle Warns That AM Industry Bifurcation Is Here to Stay
An acquisitive multinational's U.S. chief describes a kind of new normal for asset managers...
MutualFundWire.com -
Thursday, December 06, 2018
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What Do FAs Want In an ESG Fund?
New research sheds light on financial advisors' perspectives on ESG and SRI investing...
MutualFundWire.com -
Wednesday, December 05, 2018
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Week In Preview, December 3-9
This week the teams at Hennessy, Macquarie, MarketCounsel, and the Opal Group are all hosting events...
MutualFundWire.com -
Monday, December 03, 2018
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Masom Adds an Intermediary Sales Chief
RBC GAM's new global head of institutional distribution hires a fellow Legg Mason veteran for a newly created position...
MutualFundWire.com -
Friday, November 30, 2018
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After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
A liquid alts chief is looking for more external wholesalers...
MutualFundWire.com -
Thursday, November 29, 2018
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Vanguard Simultaneously Won and Lost Last Month
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 27, 2018
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October Outflows Surpassed September Inflows
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 26, 2018
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Week In Preview, November 26-December 2
This week the teams at FIASI and ImpactShares are hosting events...
MutualFundWire.com -
Monday, November 26, 2018
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An ETF-In-a-Box Shop Takes the Lead
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 23, 2018
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A Retirement Plan's Bespoke Funds Won October
M* updates October 2018 flows data for ETFs and long-term , open-end mutual funds...
MutualFundWire.com -
Wednesday, November 21, 2018
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After Ultimus and Gemini Merge ...
Ultimus president Gary Tenkman talks to MFWire about what's next for the independent mutual fund administration shop after the private equity deals and merger...
MutualFundWire.com -
Tuesday, November 20, 2018
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An Inverse Index Fund Specialist Takes the Lead
M* updates ETF and long-term, open-end mutual fund flows data for October 2018...
MutualFundWire.com -
Tuesday, November 20, 2018
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Two-Thirds of the Giants Suffer Outflows
M* updates flows data for ETFs and long-term open-end mutual funds for October 2018...
MutualFundWire.com -
Monday, November 19, 2018
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Kinzie Hires an Internal Sales Manager
The new hire hails from a Beantown ETF strategist...
MutualFundWire.com -
Friday, November 16, 2018
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Macquarie vs Pimco, On Ice!
The teams at two asset managers compete while raising money for three veterans-focused charities...
MutualFundWire.com -
Thursday, November 15, 2018
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Florence Promotes His Right Hand
The 361 chief delegates part of his duties to an eight-year 361 veteran...
MutualFundWire.com -
Monday, November 12, 2018
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Week In Preview, November 12-18
This week the teams at the ICI, Informa, T. Rowe Price, and Voya are all hosting events...
MutualFundWire.com -
Monday, November 12, 2018
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Nestor Plans a Direxion Sales and Marketing Push
Six months in, the Gotham MF shop's new prez makes a pair of key hires and looks to further expand his team...
MutualFundWire.com -
Wednesday, November 07, 2018
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Nine Months In, What's Next For a Gotham Startup?
This new ETF shop added a new partner to the team last month after rolling out its first two ETFs earlier this year...
MutualFundWire.com -
Tuesday, November 06, 2018
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This is Just the Beginning ... of an ETF Series and a Distro Strat
An ETF entrepreneur rolls out an ETF with a new ally and looks for more...
MutualFundWire.com -
Monday, November 05, 2018
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Week In Preview, November 5-11
This week the teams at Baron Funds, the Expect Miracles Foundation, and NYFWA are all hosting events...
MutualFundWire.com -
Monday, November 05, 2018
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An ETF Startup Sticks to Value, With a Twist
A Chi-Town trio debut their first fund and plan more. Their mission is to rationally redefine value investing for the 21st century...
MutualFundWire.com -
Friday, November 02, 2018
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Will This Multinational Bank Buy a Retail U.S. Asset Manager?
A European financial services giant is reportedly on the hunt, on both sides of the pond...
MutualFundWire.com -
Thursday, November 01, 2018
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Lytle Scores an Ivy League First
Macquarie IM does a sponsorship deal that will put its logo on a historic home for several sports teams from an elite university...
MutualFundWire.com -
Wednesday, October 31, 2018
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At Am Century, a Key Accounts Exec Takes a Strategic Role
The freshly promoted executive now serves as global head of strategic relationships at the mutual fund firm...
MutualFundWire.com -
Wednesday, October 31, 2018
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Hofmann Hires a U.S. Advisor Distro Chief
Meanwhile, the new hire's predecessor shifts to the institutional side of distribution...
MutualFundWire.com -
Tuesday, October 30, 2018
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Week In Preview, October 29 - November 4
This week the teams at FIASI, the Philadelphia Fund Alliance, Schwab, and Stradley Ronon are all hosting events...
MutualFundWire.com -
Monday, October 29, 2018
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An Ex-FA Takes Over Investment Solutions at Janney
The freshly promoted exec will oversee marketing and support for insurance and investment products as well as retail trading...
MutualFundWire.com -
Friday, October 26, 2018
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The Best-Performing CEOs Include One Fundster
There are several other familiar faces on the new list from Harvard Business Review...
MutualFundWire.com -
Wednesday, October 24, 2018
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Fundsters' National Accounts Hiring Shifts
The Fuse Research Network team talks to fundsters about their plans for their national accounts teams...
MutualFundWire.com -
Tuesday, October 23, 2018
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Reader Rating: 5
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Yes, Goldman Is On the Hunt, But ...
Senior management confirms the rumors while discussing Q3 2018 earnings...
MutualFundWire.com -
Tuesday, October 23, 2018
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Week In Preview, October 22-28
This week the teams at the FPA, the ICI, InvestmentNews, Irish Funds, Opal Group, and Schwab are all hosting events...
MutualFundWire.com -
Monday, October 22, 2018
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New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Wednesday, October 17, 2018
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BlackRock Feels Fidelity's Quietly Expanded Love
Larry Fink and Co discuss their Q3 2018 results with analysts...
MutualFundWire.com -
Wednesday, October 17, 2018
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Fund Flows Rise as a Newcomer Takes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Tuesday, October 16, 2018
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How Fink Is Handling the Missing Saudi Journalist Scandal
The chief of the world's biggest asset manager refuses to draw a line in the sand and is "still proud to be a globalist in this day and age."..
MutualFundWire.com -
Tuesday, October 16, 2018
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Week In Preview, October 15-21
This week the teams at Eaton Vance, FA magazine, the FIASI, the FPA, High Water Women, the IDC, the ICI, Merk, the MMI, Morgan Creek, NAPFA, Riskalayze, and Robo Global are all hosting events...
MutualFundWire.com -
Monday, October 15, 2018
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A British EM Specialist Leads
M* updates flows data for ETFs and long-term open-end mutual funds in September 2018...
MutualFundWire.com -
Friday, October 12, 2018
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Abby and Bob Party With Sir Paul
Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week...
MutualFundWire.com -
Friday, October 12, 2018
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Bad Day? Asset Managers Are Having a Bad Year.
Many publicly traded asset managers' stocks fell with the market yesterday ... yet unlike the market overall, asset managers are down year-to-date, too...
MutualFundWire.com -
Thursday, October 11, 2018
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Aberdeen Standard's STAR Shines In Chi-Town
The Scottish multinational asset manager's U.S. arm leads the pack at an industry awards show...
MutualFundWire.com -
Wednesday, October 10, 2018
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TCW Replaces an Embattled Board Member
A law firm discovers "unprofessional communications" between the board member and an ex-PM who is accusing him of sexual harassment...
MutualFundWire.com -
Tuesday, October 09, 2018
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Week In Preview, October 8-14
This week the teams at AIMSE, ALFI, FIASI, IMEA, InvestmentNews, MainStay Capital Management, NICSA, Sheridan Road, and Tiburon are all hosting events...
MutualFundWire.com -
Monday, October 08, 2018
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McCain Hires a Prez
For the first time in well over a decade, the top two jobs at Harbor Capital Advisors will not be held by the same person...
MutualFundWire.com -
Friday, October 05, 2018
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Musk vs Fink
The Tesla chief publicly attacks the largest asset manager and ETF provider in the world...
MutualFundWire.com -
Friday, October 05, 2018
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As an ETF Bigwig Exits, a 25-Year Invesco Vet Shifts
Both changes are on the back office side the publicly traded asset manager's mutual fund and ETF business...
MutualFundWire.com -
Thursday, October 04, 2018
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The Eight Richest Fundsters Are ...
Forbes unveils its 2018 "Forbes 400" list. Familiar faces from the mutual fund industry are on the list, though one famous PM falls off...
MutualFundWire.com -
Thursday, October 04, 2018
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Week In Preview, October 1-7
This week the teams at the FPA, Fund Intelligence, Fuse, and the ICI are all hosting events...
MutualFundWire.com -
Monday, October 01, 2018
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The Nuances of FAs' Shift to Passive
A prominent, blogging FA zooms in on the rise of index funds and ETFs...
MutualFundWire.com -
Wednesday, September 26, 2018
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Post-Aberdeen, Smith Guides a Family Office Into Asset Management
A 12-year-old firm is launching an asset management arm and looking for boutiques...
MutualFundWire.com -
Tuesday, September 25, 2018
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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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