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News Stories Archives - Since 1998
2 B-D Leaders' New Shop Enters the ETF Sector
A Sunshine State fund firm's team is rolling out their first offering...
MutualFundWire.com - Monday, April 29, 2024
Brown Preps a $104B-AUM Addition to Victory
The proposed deal would also bring the publicly traded multi-boutique a new strategic partner across the pond...
MutualFundWire.com - Tuesday, April 16, 2024
After 37 Years, a Fund Firm's RIA Channel Founder Exits
The executive held a variety of leadership roles at a recently acquired Beantown fund firm...
MutualFundWire.com - Monday, April 8, 2024
With a New Ally, a Subadvised Firm Targets Munis
Updated | An insurer's mutual fund team is partnering up to power a trio of new offerings...
MutualFundWire.com - Thursday, February 8, 2024 Views
A $573B-AUM AM Is Phasing Out Multiple Brands
A publicly traded, multinational asset manager's team is preparing to consolidate their U.S. branding...
MutualFundWire.com - Wednesday, February 7, 2024 Views
A Cali Fund Firm Turns 35
The now-publicly-traded asset manager entered the mutual fund space in 1996...
MutualFundWire.com - Tuesday, February 6, 2024 Views
A 20-Year-Old Growth Equity Shop Sells
The deal is expected to close by January 31...
MutualFundWire.com - Tuesday, January 9, 2024 Views
12 of MFWire's Most Popular 2023 Stories
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com - Wednesday, December 27, 2023 Views
Within a $131B-AUM RIA Aggregator, a Boutique Designs an ETF
The new, actively managed fund debuted on Monday, with help from an ETF-in-the-box shop...
MutualFundWire.com - Wednesday, November 8, 2023 Views
Invesco and Russell Win Big In Texas
A trade group and an investing publication give out their 15th annual awards...
MutualFundWire.com - Tuesday, October 24, 2023 Views
An ESG Activist Investor Finalizes His ETF Exit
A 52-year-old fund firm in SoCal has snapped up the $682-million-AUM, three-ETF business, as expected...
MutualFundWire.com - Tuesday, October 17, 2023 Views
21 Years Later, an ETF Strategist Regains Its Independence
The 33-year-old, $3-billion-AUM firm is now 100-percent employee-owned...
MutualFundWire.com - Thursday, October 12, 2023 Views
One Putnam Succeeds Another Putnam's Successor
A 49-year-old fund firm's CEO passes the reins to a familiar scion...
MutualFundWire.com - Thursday, October 5, 2023 Views
Baird Bets On a Liquid Alts Shop, And ...
Updated | Watch for the Midwestern financial services firm to increase its new stake down the line, without becoming the target's majority owner...
MutualFundWire.com - Thursday, September 7, 2023 Views
BondBloxx's O'Donnell Hires In Philly
The new hire's most immediate past position was at BlackRock...
MutualFundWire.com - Monday, July 31, 2023 Views
Brian Brings an NY Key Accounts Vet to a CA Shop
This New York-based veteran is reporting to a familiar face...
MutualFundWire.com - Tuesday, July 18, 2023 Views
A Blockchain Creator Joins the Mutual Fund World
Corrected | A startup RIA with a famed founder from the blockchain world is seeking to shake up the mutual fund industry...
MutualFundWire.com - Wednesday, July 5, 2023 Views
Fewer Fundsters Plan Channel Tweaks In 2023
New research from an industry consulting firm shows where national accounts executives plan to adjust their channel coverage. Yet the vast majority of firms say they plan no changes at all...
MutualFundWire.com - Wednesday, June 28, 2023 Views - Reader Rating: 5
The Mountain Comes to Bob. Jenny Makes the Deal
Franklin gains a strategic partnership and is poised to snap up a $169-billion-AUM fund firm. ..
MutualFundWire.com - Wednesday, May 31, 2023 Views - Reader Rating: 5
Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com - Friday, May 26, 2023 Views - Reader Rating: 5
A Florida CPA/RIA Enters the ETF Biz
Its first ETF is an actively managed, tactical, focused equity fund...
MutualFundWire.com - Tuesday, May 16, 2023 Views
Jenny Bets On a Managed Options Specialist
The acquired firm's three partners are staying on board with Franklin, leading a new unit within the firm's product solutions division...
MutualFundWire.com - Tuesday, May 2, 2023 Views
An NFL Alum Is Buying Into the ETF Biz
A footballer-turned-mortgage-banker agrees to buy a shop that runs and subadvises mutual funds...
MutualFundWire.com - Wednesday, April 5, 2023 Views
12 of MFWire's Most Popular Stories of 2022
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com - Friday, December 30, 2022 Views
Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com - Friday, November 25, 2022 Views
An Ex-Pimco EVP Co-Founds an RIA
He's teaming up with a former partner at a longtime Pimco ally...
MutualFundWire.com - Wednesday, November 2, 2022 Views - Reader Rating: 5
A New Prez Takes Over a $13B-AUM Fund Fam
A 16-year company veteran is passing the reins and leaving the firm...
MutualFundWire.com - Thursday, October 20, 2022 Views
$504MM In 21 Months
A $121.1B-AUM fund firm's team is celebrating a big milestone for an interval fund...
MutualFundWire.com - Thursday, September 15, 2022 Views - Reader Rating: 1
Coming Soon For a Quant Startup: Hiring, Subadvising, and More ETFs
The active manager's first three funds launched last month. One of the three co-founders talks about what's next...
MutualFundWire.com - Wednesday, September 14, 2022 Views
Fundsters Golf to Support DEI
90 golfers participated in the charity fundraiser, and additional industry insiders attended the associated dinner...
MutualFundWire.com - Tuesday, September 13, 2022 Views - Reader Rating: 5
What an $81B-AUM Firm's New Chief Is Hunting
Watch for this multiboutique to continue taking majority stakes in asset managers with differentiated capabilities...
MutualFundWire.com - Tuesday, August 9, 2022 Views
A $322B-AUM Firm Will Buy In CT
The deal is expected to close next quarter, and pricing and terms have not been publicly disclosed...
MutualFundWire.com - Tuesday, August 9, 2022 Views
A Distro Leader Retires From a $65B-AUM Firm
His duties will be handled by other members of the asset manager's management team...
MutualFundWire.com - Tuesday, June 28, 2022 Views - Reader Rating: 5
Will a $4.1B-AUM Fund Firm Sell?
Two hedge funds offer to snap up a publicly traded mutual fund and ETF shop...
MutualFundWire.com - Tuesday, June 28, 2022 Views
Week In Preview, May 31 - June 5
This week, the teams at AB, Deutsche Bank, Informa, and Irish Funds are hosting events...
MutualFundWire.com - Tuesday, May 31, 2022 Views - Reader Rating: 5
A 58-Year-Old Shop Enters the ETF Biz
A wealth management RIA with about $20 billion in AUM (mostly from high net worth investors) is rolling out an actively-managed, high-conviction, translucent ETF...
MutualFundWire.com - Tuesday, April 26, 2022 Views
Barclays Teams Up With a $134B-AUM Fund Firm
The British bank will help its new ally with that ally's new ETF business...
MutualFundWire.com - Tuesday, April 12, 2022 Views
A $160B-AUM Firm Adds Two Bond Funds
The pair of launches are the first from an investment team that joined the fund firm last year...
MutualFundWire.com - Friday, April 8, 2022 Views
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com - Friday, April 1, 2022 Views - Reader Rating: 5
Ned Johnson Dies
The former Fidelity chief was 91 years old...
MutualFundWire.com - Thursday, March 24, 2022 Views - Reader Rating: 5
Fidelity Leads As 97 Fund Firms Win Big
An industry research organization's team reveals the winners of their 2022 fund awards...
MutualFundWire.com - Thursday, March 10, 2022 Views
A New RIA Sails Into the ETF Biz
The startup's first fund is an active strategy focused on the U.S. residential real estate market...
MutualFundWire.com - Wednesday, March 9, 2022 Views
An Ally to Nearly 50 Asset Managers Rebrands
The two-year-old TPM's network of firms has more than $235 billion in combined AUM...
MutualFundWire.com - Tuesday, March 8, 2022 Views - Reader Rating: 5
Three Years In, a $29MM Pair Transforms
Updated | An institutitonal Midwestern asset manager's team converts their mutual funds into ETFs...
MutualFundWire.com - Monday, March 7, 2022 Views
ETFs: Not Your Grandfather's Mutual Fund
Two readers contemplate generational challenges and opportunities in fund marketing...
MutualFundWire.com - Tuesday, March 1, 2022 Views
Harbor Gains SVPs on Opposite Coasts
The new hires both join the Chi-Town fund firm's distribution team...
MutualFundWire.com - Friday, February 11, 2022 Views
A $78B-AUM Multi-Boutique's M&A Strat Targets Four Areas
The five-boutique group is poised to add a sixth, which is expected to boost its AUM to about $90 billion...
MutualFundWire.com - Thursday, February 10, 2022 Views
A Product Strat SVP Joins a $102B-AUM Firm
The executive most recently spent nearly 11 years with Allianz Global Investors...
MutualFundWire.com - Wednesday, February 9, 2022 Views
The Current State of Martech Stacks at Asset Managers
Two readers weigh in with an update on the industry's changing use of marketing technology...
MutualFundWire.com - Monday, January 24, 2022 Views
Two Fund Firms Invest In a PowerShares Vet's Direct Indexer
The Bay Area startup started in 2020, and their mission is to democratize access to custom index SMAs through FAs...
MutualFundWire.com - Wednesday, January 12, 2022 Views
Where Will Allspring Expand Under Sullivan?
The freshly independent asset manager's chief talks about what's next for the $587-billion-AUM firm now that it doesn't have "multiple masters."..
MutualFundWire.com - Tuesday, December 28, 2021 Views
A 21-Year-Old RIA Enters the ETF Biz
The $400-million-AUM firm's debut fund combines a pair of tactical strategies...
MutualFundWire.com - Friday, December 10, 2021 Views
A Texas Fund Firm Seals a $65MM Deal
The acquisition brings the multiboutique its 11th boutique..
MutualFundWire.com - Tuesday, November 2, 2021 Views
500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com - Wednesday, October 6, 2021 Views - Reader Rating: 5
A $4.1T-AUM Titan Is Hiring Thousands, But ...
Most of the new roles will not be investment ones...
MutualFundWire.com - Wednesday, September 1, 2021 Views
A $9B-AUMA Tactical Fixed Income Trio Gains a Chief
The new hire will be the first-ever CEO for the group, which includes a mutual fund shop, plus a model portfolio shop and a retail WM RIA...
MutualFundWire.com - Wednesday, August 25, 2021 Views
A $100B-AUM AM's Wealth Channel Chief Passes the Reins
The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place...
MutualFundWire.com - Thursday, August 12, 2021 Views
Embracing the Hybrid — Digital Engagement For a Post-Covid World
A readers discusses the new, hybrid WFH work environment as many folks mix home and office time...
MutualFundWire.com - Tuesday, August 10, 2021 Views
iM Global Invests In a $14.6B-AUM Shop
The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond...
MutualFundWire.com - Monday, August 2, 2021 Views
So You Want to Launch an ETF
Several allies to fundsters offer tips to those looking to enter the exchange-traded side of the business...
MutualFundWire.com - Wednesday, July 21, 2021 Views
Vanguard and BlackRock Bet On a Pair of Startups
The world's largest fund firm is buying a five-year-old firm, while the world's largest asset manager is investing in a different...
MutualFundWire.com - Wednesday, July 14, 2021 Views
After 34 Years With Franklin, a Senior Exec Joins a Faith-Based Shop
The new hire serves as the religiously managed mutual fund firm's director of strategic planning...
MutualFundWire.com - Tuesday, July 13, 2021 Views
Will a $345B-AUM AM Chief Find Simple Excellence In More M&A?
A publicly traded, multinational asset manager's chief talks about industry consolidation, active management's prospects, and more...
MutualFundWire.com - Wednesday, June 23, 2021 Views
A $1.7B-AUM Fund Family Merges Into a Sibling
The deal, which will include fund mergers and a close, is expected to close in Q4...
MutualFundWire.com - Friday, May 7, 2021 Views
Two Years In, a Five-Fund Shop Reaches Out
An RIA is expanding the distribution scope of his subadvised mutual fund family...
MutualFundWire.com - Thursday, April 15, 2021 Views - Reader Rating: 5
What a Two-Year-Old Acquirer Is Hunting For
So far, the fund firm has bought 12 funds, and it now has about $700 million in AUM...
MutualFundWire.com - Friday, April 9, 2021 Views - Reader Rating: 5
A $47B-AUMA Firm's Board Grows to Seven
This mutual fund firm's board now includes four independent directors...
MutualFundWire.com - Tuesday, April 6, 2021 Views
April Fools For Fundsters
A veteran asset management industry consultant and his team offer up some laughs with their annual "news" roundup for April Fools' Day...
MutualFundWire.com - Thursday, April 1, 2021 Views
An Acquirer Finds Its Foundational U.S. Centerpiece
Watch for the firm to take minority stakes in more boutiques, too...
MutualFundWire.com - Wednesday, March 24, 2021 Views
A European AM Network Buys a $4B-AUM U.S. Fund Firm
The deal is expected to close in Q2 2021...
MutualFundWire.com - Tuesday, March 9, 2021 Views
At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader
The new hire at the Lone Star State firm hails from the Denver area...
MutualFundWire.com - Monday, March 8, 2021 Views
A Kudu-Backed Multiboutique Builds an AM Incubator
A veteran asset management chief will lead the new venture...
MutualFundWire.com - Friday, March 5, 2021 Views - Reader Rating: 4
From Platform Chief, to Fund Marketer: A Multi-Channel Vet Takes Over a TAMP
The exec first joined the firm nearly seven years ago...
MutualFundWire.com - Friday, February 26, 2021 Views
Sullivan Resurfaces As PE Agrees to a $2.1B Acquisition
A pair of private equity firms will spin out a $603-billion-AUM asset manager while keeping a key alliance...
MutualFundWire.com - Tuesday, February 23, 2021 Views
A Midwestern FA Hunts For RIAs to Power ETFs
A new ally launched its first ever ETF last month...
MutualFundWire.com - Thursday, February 11, 2021 Views - Reader Rating: 5
Post-Transition, a Tactical PM Seeks a Strategic Partner
A veteran liquid alts entrepreneur is looking for a distribution ally...
MutualFundWire.com - Thursday, February 4, 2021 Views - Reader Rating: 3
An Alts Giant Circles an $809MM Fund Firm
The deal is expected to close later in Q1 2021...
MutualFundWire.com - Friday, January 29, 2021 Views
A 27-Year-Old Firm's New CEO Picks a Distro Chief
The freshly promoted exec has 17 years at the mutual fund firm and its parent...
MutualFundWire.com - Tuesday, January 26, 2021 Views
A $23.1B-AUMA Shop Sells
A publicly traded acquirer north of the border buys a Midwestern asset and wealth management shop...
MutualFundWire.com - Tuesday, January 26, 2021 Views - Reader Rating: 5
Two PE Firms May Buy a $607B-AUM Asset Manager
The rumored bidding partners are not strangers to the asset management business...
MutualFundWire.com - Friday, January 15, 2021 Views
A $157B-AUM Multinational Debuts Its 2nd U.S. MF
Watch for the firm to build out its distribution and private infrastructure investing teams on this side of the pond...
MutualFundWire.com - Thursday, January 14, 2021 Views
Provencher Hires a MSIM Alum For a Key Role
The new hire hire will lead BNY Mellon Investment Management's financial institutions group...
MutualFundWire.com - Wednesday, January 13, 2021 Views
A Distro Trio Focuses On Helping Boutiques
Three veterans of an Empire State mutual fund firm launch their own partner shop...
MutualFundWire.com - Tuesday, January 12, 2021 Views
MMI Upgrades Its Training
The wealth management channel trade group relaunches its CLC...
MutualFundWire.com - Thursday, January 7, 2021 Views
A $143B-AUM AM Adds a Channel Chief
A publicly traded asset manager now has a chief for its direct investor business...
MutualFundWire.com - Tuesday, December 22, 2020 Views - Reader Rating: 5
An ETF Startup Pushes For the Energy Horizon
A Philly firm rolls out its first fund, with help from ETC...
MutualFundWire.com - Friday, December 11, 2020 Views
Szilagyi Hires an Insti Sales Exec
The new addition to the Catalyst team will focus on the large RIA, private bank, TAMP, and trust channels...
MutualFundWire.com - Tuesday, December 8, 2020 Views
FLX Adds Four AMs and a Vault
The TPM to asset managers expands its client base and offerings...
MutualFundWire.com - Monday, December 7, 2020 Views
A Six-Year Legg Vet Joins DWS
The new hire is based in Baltimore...
MutualFundWire.com - Friday, December 4, 2020 Views - Reader Rating: 5
A Gotham ETF Startup Helps Others Market
The two-year-old firm has a new venture...
MutualFundWire.com - Monday, November 16, 2020 Views
Wilczewski Brings Back a BlackRock Alum
The new hire joins his leadership team here in the U.S. at DWS...
MutualFundWire.com - Tuesday, November 3, 2020 Views
15 Years In, a Franklin Leader Shifts
The exec now leads product and specialty sales for the publicly traded asset management giant...
MutualFundWire.com - Monday, October 26, 2020 Views
A New England Boutique Launches Its Third ETF
They launched their second earlier this year. Yet their first also shuttered this year...
MutualFundWire.com - Monday, October 19, 2020 Views - Reader Rating: 5
FLX Expands a Team By Four and Adds a Sage
The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member...
MutualFundWire.com - Monday, October 12, 2020 Views
Two Discount Brokerage Deals Near Their Finish Lines
Both have now cleared final regulatory approvals. Expect both to wrap up in less than week...
MutualFundWire.com - Thursday, October 1, 2020 Views
An Arkansas SMA Shop Makes an ETF Push
The firm is partnering with ETC on the new suite...
MutualFundWire.com - Friday, September 25, 2020 Views
Week In Preview, September 14-20
This week, the teams at FRA, FT, ICI, Innovator, MFDF, MMI, M*, and Wells Fargo are hosting online events...
MutualFundWire.com - Monday, September 14, 2020 Views
After 13 Years, an AllianzGI Director Moves On
The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM...
MutualFundWire.com - Wednesday, September 2, 2020 Views
Spina Builds a Portfolio Service Team
An asset management-focused TPM in New Jersey hires four people to launch a team to further build out the firm's distribution model...
MutualFundWire.com - Thursday, August 27, 2020 Views - Reader Rating: 5
Wilczewski Aims to Bring Eight DWS Segments Closer Together
The multinational's new client coverage chief in the Americas talks institutionalization, branding, and more...
MutualFundWire.com - Tuesday, August 25, 2020 Views
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