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News Stories Archives - Since 1998
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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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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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Aberdeen Standard Secures a $2.8B ETF Biz
The Scottish multinational asset manager makes an acquisition on this side of the pond...
MutualFundWire.com -
Tuesday, May 01, 2018
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Week in Preview, April 30-May 6
This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events...
MutualFundWire.com -
Monday, April 30, 2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
M* releases its mutual fund and ETF flows report for March 2018...
MutualFundWire.com -
Friday, April 27, 2018
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Americas Outflows Drove an Asset Manager's Rough IPO Quarter, But ...
This side of the pond accounted for half of the firm's net outflows in Q1 2018...
MutualFundWire.com -
Friday, April 27, 2018
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Where One $20B Asset Manager Sees Strategic Opps
Fresh off of a private equity deal, a Midwestern shop's chief strategy officer talks about where the firm looks to develop products or do M&A...
MutualFundWire.com -
Tuesday, April 24, 2018
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Week In Preview, April 23-29
The teams at 3EDGE, AIMSE, DoubleLine, the FPA, FRA, and Sohn are all hosting events this week...
MutualFundWire.com -
Monday, April 23, 2018
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Hung Hires a U.S. Distro Chief
The new hire will oversee DC I-O, relationship management, third-party distribution, and more...
MutualFundWire.com -
Thursday, April 19, 2018
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Clayton Makes His Fiduciary Stand
With the DoL's fiduciary rule still in limbo The SEC chief proposes his own fiduciary rule, and most of his colleagues line up to support taking next steps...
MutualFundWire.com -
Thursday, April 19, 2018
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A Value Fund Entrepreneur Dies at 93
An AMG team mourns its founder, who died on Monday night...
MutualFundWire.com -
Wednesday, April 18, 2018
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What Will This $6B ETF Shop Build Next?
The chief of an ETF shop talks to MFWire about where he sees product development opportunities...
MutualFundWire.com -
Tuesday, April 17, 2018
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The SEC's Guggenheim Investigation is About Real Estate
The regulatory agency's interest does not appear to have any connection to the firm's mutual fund business...
MutualFundWire.com -
Tuesday, April 17, 2018
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The 401k Industry Takes Nashville
More than 2,200 defined contribution industry insiders, including more than 1,100 FAs, have converged on Music City...
MutualFundWire.com -
Monday, April 16, 2018
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Week In Preview, April 16-22
The teams at ALFI, InvestmentNews, MFDF, and MFEA are all hosting events this week...
MutualFundWire.com -
Monday, April 16, 2018
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In Georgia, an ETF Entrepreneur Favors Hiring and Alliances
Yet this uncommonly structured asset management shop's chief is less interested in acquisitions...
MutualFundWire.com -
Thursday, April 12, 2018
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The Beginning of Fiduciary Clarity May Be Just Around the Corner
All industry eyes will turn to the SEC HQ in Washington next week...
MutualFundWire.com -
Thursday, April 12, 2018
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Active Share Catches a Regulator's Eye
The New York Attorney General is a fan of the metric, and 13 big mutual fund shops have agreed to disclose the metric about all of their actively managed equity funds...
MutualFundWire.com -
Wednesday, April 11, 2018
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After 43 Years, a Mutual Fund Entrepreneur Starts One More Adventure
He's teaming up with two of his sons and adopting a pair of mutual funds...
MutualFundWire.com -
Monday, April 09, 2018
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Week In Preview, April 9-15
Invesco closes a deal, while the teams at AAII NYC, Eaton Vance's Calvert, Tiburon, and Tortoise all host events in the Big Apple...
MutualFundWire.com -
Monday, April 09, 2018
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Seven Months In, an ETF Shop Acquisition Breaks Down
Meanwhile, half of the startup's ETFs are shutting down, while another shop is stepping in to take over the other half...
MutualFundWire.com -
Friday, April 06, 2018
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Reader Rating: 5
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Rising AUM? Declining Shares Outstanding? Time to Plug the Leak
A consultant to asset managers ponders active asset managers' growth challenges...
MutualFundWire.com -
Thursday, April 05, 2018
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Reader Rating: 5
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Needles Promotes a Key Am Beacon Vet
The exec adds titles at both the subadvised mutual fund shop and its parent...
MutualFundWire.com -
Thursday, April 05, 2018
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A Famed Economist's Fund Led the Pack in February
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Monday, April 02, 2018
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Week In Preview, April 2-8
The Young Professionals Expect Miracles group is hosting a Gotham event this week...
MutualFundWire.com -
Monday, April 02, 2018
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Two Niche ETF Shops Lead the Small Firm Pack
M* updates Morningstar Direct with mutual fund and ETF flows for February 2018...
MutualFundWire.com -
Thursday, March 29, 2018
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An Insurer Won the February Midsize Fund Firm Race
M* updates flows data for mutual fund and ETF flows from last month...
MutualFundWire.com -
Wednesday, March 28, 2018
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Even Vanguard and BlackRock Took a Flows Hit
Industrywide active flows swung negative last month, passive inflows dwindled, and money funds swung into positive inflows territory...
MutualFundWire.com -
Tuesday, March 27, 2018
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Week In Preview, March 26 - April 1
The MFDF team is hosting two events this week...
MutualFundWire.com -
Monday, March 26, 2018
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A Super-OSJ Preps Its Models For Cetera's Platform
Watch for the investment committee to expand and for them to add tax-managed strategies, too...
MutualFundWire.com -
Friday, March 23, 2018
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What Do Due Diligence Teams Think of Focused Strategies?
New research highlights home office fund selector and model buildings' feeling of focused U.S. equity products. Institutional investors also chimed in...
MutualFundWire.com -
Thursday, March 22, 2018
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Five Months Post-Verdict, a Judge Decides Present's Fate
In October a jury found the F-Squared founder "liable on all counts" in a securities fraud case brought by the SEC. Now a federal judge has weighed in...
MutualFundWire.com -
Thursday, March 22, 2018
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Dave Grim Returns
The former SEC Investment Management Division chief and one of his former top lieutenants join a law firm to mutual funds...
MutualFundWire.com -
Tuesday, March 20, 2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
An investing publication recognizes 627 outperforming funds...
MutualFundWire.com -
Tuesday, March 20, 2018
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What a $64B Multi-Boutique's Chief Looks For
This asset manager's president talks M&A and distribution expansion...
MutualFundWire.com -
Monday, March 19, 2018
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Reader Rating: 5
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Week In Preview, March 19-25
The teams at Crane Data, ETF.com FRA, ICI, and MMI are all hosting industry events this week, and a multinational asset manager is expected to IPO...
MutualFundWire.com -
Monday, March 19, 2018
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The Fourth Wirehouse Rationalizes Funds, In Three Stages
The changes are expected to result in about 840 funds, holding about five percent of the mutual fund assets on the wirehouse's platform, being removed...
MutualFundWire.com -
Wednesday, March 14, 2018
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A Japanese Giant Banks on Buying a Slice of Another Big Asset Manager
For the second time in less than four months, this Japanese insurer is poised to buy a sizable minority stake in a multinational asset manager with a big U.S. presence and 12 figures of AUM...
MutualFundWire.com -
Wednesday, March 14, 2018
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Week In Preview, March 12-18
Crain, the ICI, Informa, and Irish Funds are all hosting events this week...
MutualFundWire.com -
Monday, March 12, 2018
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2018's Richest Fundsters Are ...
A number of asset management (and asset-management-adjacent) industry insiders made it onto the latest annual edition of a famous list of the world's richest people...
MutualFundWire.com -
Friday, March 09, 2018
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Heavey Ramps Up and Shifts Expect Miracles' Golf Game
The charity's chief unveils a new fall event and shifts an existing event...
MutualFundWire.com -
Thursday, March 08, 2018
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A $2.5B Asset Manager IPO Nears
Watch for the IPO to take place in the coming weeks...
MutualFundWire.com -
Thursday, March 08, 2018
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Brandes Without Brandes
44 years after founding his eponymous asset management shop and 16 years after passing the CEO reins, Charles Brandes is retiring...
MutualFundWire.com -
Wednesday, March 07, 2018
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Fundsters, Help Bash Myths About Advisors
A veteran industry data exec is writing his first book, and he wants input from executives like you...
MutualFundWire.com -
Monday, March 05, 2018
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Week In Preview, March 5-11
In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement...
MutualFundWire.com -
Monday, March 05, 2018
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Two Single-Fund ETF Shops Won January, Proportionately
M* updates Morningstar Direct data on mutual fund and ETF flows in January...
MutualFundWire.com -
Friday, March 02, 2018
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George Walker Shares the Scope of His Unhurried M&A Strategy
The FT interviews the chief of a $295-billion, employee-owned asset manager...
MutualFundWire.com -
Friday, March 02, 2018
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