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News Stories Archives - Since 1998
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14 Asset Managers Win Big In Gotham
An FA trade publication fetes fundsters, B-Ds, and more via its fifth annual awards.
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MutualFundWire.com -
Tuesday, September 17, 2019
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Week In Preview, September 16-22
This week the teams at FRA, ICI, NICSA, and the SEC are all hosting events...
MutualFundWire.com -
Monday, September 16, 2019
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M* Gains a Head of Sustainability
A former Trucost managing director joins M* as head of sustainability...
MutualFundWire.com -
Thursday, September 12, 2019
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Steinberg Picks a Right Hand
The WisdomTree chief and one of his lieutenants each pass roles to a rising exec at the independent ETF shop...
MutualFundWire.com -
Thursday, September 12, 2019
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328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com -
Wednesday, September 11, 2019
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Gatch Doubles Down On a Fintech
JPMAM's next chief is investing further in a startup that specializes in helping individual investors find FAs...
MutualFundWire.com -
Tuesday, September 10, 2019
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Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com -
Monday, September 09, 2019
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Week In Preview, September 9-15
This week the teams at Barclays, Bonhill Group, FSI, informa, Information Age, InvestmentNews, Irish Funds, and MMI are all hosting events...
MutualFundWire.com -
Monday, September 09, 2019
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Two National Accounts Posts Are Increasingly Popular
For most national accounts roles, fewer fundsters plan to add them. Yet there are two exceptions...
MutualFundWire.com -
Thursday, September 05, 2019
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Week In Preview, September 3-8
This week, the teams at Echelon Partners, informa, and MFDF are all hosting events...
MutualFundWire.com -
Tuesday, September 03, 2019
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Two Decades of Impact Investing
A Sunshine State asset management firm a big anniversary for its flagship product. ..
MutualFundWire.com -
Friday, August 30, 2019
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Happy Labor Day!
MFWire will be closed Monday in observance of the Labor Day market holiday...
MutualFundWire.com -
Friday, August 30, 2019
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The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com -
Friday, August 30, 2019
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An $831B Global AM's Chief Passes the Reins
On October 1, a familiar face will take over the asset manager...
MutualFundWire.com -
Thursday, August 29, 2019
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The Feds Sentence an Ex-Vanguard Vet
A federal judge sentences a former Vanguard crewmember who pled guilty to stealing more than $2.1 million from customers' accounts...
MutualFundWire.com -
Monday, August 26, 2019
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A Willaim Blair Leader Says Goodbye
His 15-year career with the firm ended this month...
MutualFundWire.com -
Friday, August 23, 2019
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This MF Niche Climbs to a Post-Reform Record
It's been almost a decade since this part of the industry was this big...
MutualFundWire.com -
Thursday, August 22, 2019
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Active Outflows Disappear As Passive Inflows Fall
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 19, 2019
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Week In Preview, August 19-25
This week the teams at LPL, Washington University, and YPEM are all hosting events...
MutualFundWire.com -
Monday, August 19, 2019
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A Subadvised Fund Firm Is Back On Top, Proportionately
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, August 16, 2019
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$5.7T, $4T, and Counting
Part of the asset management industry crosses a big milestone...
MutualFundWire.com -
Friday, August 16, 2019
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An RIA's MF Startup Keeps the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, August 15, 2019
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Schwab's Brokerage Deal Victory Comes With an MF Ally
A fundster chief assures analysts that Schwab's pending acquisition doesn't throw a wrench in an asset management deal that closed last month...
MutualFundWire.com -
Thursday, August 15, 2019
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A Natixis Boutique Regains the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 14, 2019
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An I-Bank's AM Wins In July
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, August 13, 2019
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Smith Capital Welcomes a Morgan Stanley Alum
After a 10 year career at Morgan Stanley, he takes on a role as a senior advisor...
MutualFundWire.com -
Monday, August 12, 2019
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One Fund Firm's Inflows Fall $38B In a Month
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 12, 2019
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Week In Preview, August 12-18
This week the team at LPL will kick off a giant event...
MutualFundWire.com -
Monday, August 12, 2019
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The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com -
Friday, August 09, 2019
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RayJay Hires From Carillon Tower's C-Suite
An exec moves from the broker-dealer's asset management subsidiary to a corporate support and leadership position...
MutualFundWire.com -
Thursday, August 08, 2019
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An Employee-Owned Shop Revamps Its Second MF
Stay tuned for more launches from the firm's six-group investment management arm...
MutualFundWire.com -
Thursday, August 08, 2019
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Portrait of a 10-Year-Old Liquid Alts Shop
A local paper helps a hometown mutual fund boutique celebrate a big anniversary...
MutualFundWire.com -
Thursday, August 08, 2019
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For Up to $50MM, a Gotham Shop Sells Off a Piece
A publicly traded Canadian firm agrees to buy part of a New York fund firm...
MutualFundWire.com -
Wednesday, August 07, 2019
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Will a Multiboutique Sell This $19B Shop?
The asset manager is reportedly exploring unloading its majority stake in one of its many affiliates...
MutualFundWire.com -
Wednesday, August 07, 2019
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A Rough Week? How About a Rough 12 Months?
Despite a strong 2019, asset managers' shares have not yet recovered from a painful end to 2018...
MutualFundWire.com -
Tuesday, August 06, 2019
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Week In Preview, August 5-11
This week, two asset managers' parents will release earnings...
MutualFundWire.com -
Monday, August 05, 2019
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A Fundster Distro Vet Joins Waddell's Board
He retired last year after 31 years with a big mutual fund shop...
MutualFundWire.com -
Friday, August 02, 2019
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Three Fundster CEOs Stand By the Promise of Baltimore
Asset management chiefs join seven other local leaders in defending the city and one of its local politicians against the President's criticisms...
MutualFundWire.com -
Friday, August 02, 2019
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A 16-Year OpFunds Vet Takes A Position With Invesco
More details emerge from last quarter’s acquisition announcement...
MutualFundWire.com -
Wednesday, July 31, 2019
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Week In Preview, July 29-August 4
This week, the teams at Expect Miracles and IMEA are hosting events, and a plethora of asset managers and asset managers' parents are releasing earnings...
MutualFundWire.com -
Monday, July 29, 2019
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Reader Rating: 3
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What Will This Biz Look Like In Six Years?
The PwC team gazes into their crystal ball and offers some predictions about the mutual fund industry's future...
MutualFundWire.com -
Wednesday, July 24, 2019
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Mellody Hobson Reminisces
The Ariel co-CEO talks to the NYTimes about her first job, her mom, and more...
MutualFundWire.com -
Tuesday, July 23, 2019
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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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Reader Rating: 5
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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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