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Virtus Investment Partners Inc [view profile

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100 Pearl Street 9th Floor Hartford CT 06103 ph: 860-403-5000
http://www.virtus.com/products/funds/default.aspx?type=financial - SEC Filings

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News Stories Archives - Since 1998
In FAs' Eyes, 4 Fund Firms Dominate Thought Leadership Yet an industry consulting firm's new research shows the perceived thought leadership race to be tightening among the leading players... MutualFundWire.com - Thursday, May 8, 2025
Week In Preview, May 5 - 11 This week, the teams at ALFI, AMG, Citywire, Expect Miracles, MFDF, Voya, and WE will host events... MutualFundWire.com - Monday, May 5, 2025
Westwood Builds 1 Autocracy-Avoiding Fund, And ... A Midwestern unit at a Texas asset manager is teaming up to create three ETFs designed to limit investors' direct and indirect exposure to autocracies... MutualFundWire.com - Friday, April 4, 2025
Week In Preview, March 31 - April 6 This week, the teams at ICI, IDC, Informa, and MFDF are hosting events... MutualFundWire.com - Monday, March 31, 2025
FAs Don't Outsource Most Investment Management Despite the growth of TAMPs and model portfolios, new research suggests that the vast majority of advisors' client assets are still handled by the advisors themselves... MutualFundWire.com - Thursday, February 27, 2025
Week In Preview, February 24 - March 2 This week, the teams at Citywire, Expect Miracles, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events... MutualFundWire.com - Monday, February 24, 2025
IMPACT 2024 Is Schwab's Changing of the Guard Nearly 5,000 people have converged on the RIA custodian's former hometown for the three-day conference, now in its 34th year... MutualFundWire.com - Wednesday, November 20, 2024
A 31YO AM Launches a Mutual Fund As Seed Capital The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets... MutualFundWire.com - Monday, November 11, 2024
Week In Preview, October 7 - October 13 This week, the teams at Alger, BlackRock, BNY Mellon, Expect Miracles Foundation, ICI, J.P. Morgan, MFDF, WE, and WealthManagement.com will host events... MutualFundWire.com - Monday, October 7, 2024
In 2025, an Ex-Chief of a $1.2T-AUM AM Will Take Over Its Parent A former PM has been appointed as the next CEO of a publicly traded brokerage... MutualFundWire.com - Wednesday, October 2, 2024
A $148MM-AUM Liquid Alt Fund Turns 20 The subadvised mutual fund comes in two flavors and is powered by a charity-owned subadvisor... MutualFundWire.com - Friday, September 13, 2024
Teaming Up, a Georgia Boutique Adds ETF #2 The new, actively managed fund debuted yesterday, with help from a familiar pair of allies... MutualFundWire.com - Tuesday, July 30, 2024
A SoCal Fund Firm Sails Into the ETF Space, And ... The tactical quant shop's team is launching their first four ETFs... MutualFundWire.com - Tuesday, July 16, 2024
Week In Preview, June 17 - June 23 This week, the teams at IMEA, MFDF, and MMI are hosting events... MutualFundWire.com - Monday, June 17, 2024
Targeting Income, an Ohio RIA Rolls Into the ETF Space A Buckeye State firm is teaming up to debut its first ETF... MutualFundWire.com - Monday, June 10, 2024
In SoCal, a $6.2B-AUM AM Teams Up For Its 1st ETFs A 56-year-old asset manager now subadvises a pair of actively managed ETFs... MutualFundWire.com - Friday, June 7, 2024
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
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
After 22 Years, an SVP Leaves M*, And ... The departing executive is joining a Chi-Town ally to RIAs... MutualFundWire.com - Tuesday, March 5, 2024
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
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
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
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
In Boston, a 27-Year Vet Joins a Miami Fund Firm The Boston-based vet previously worked at BTS... MutualFundWire.com - Monday, August 7, 2023
BondBloxx's O'Donnell Hires In Philly The new hire's most immediate past position was at BlackRock... MutualFundWire.com - Monday, July 31, 2023
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
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
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 - Reader Rating: 5
Pershing Weaves In Direct Indexing A new offering for FAs is debuting on the custodian and trading giant's managed accounts platform... MutualFundWire.com - Thursday, June 8, 2023
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
A Cali-Nevada Duo Enters the ETF Biz ETF Architect helps an RIA's new sibling launch its first ETF... MutualFundWire.com - Monday, May 8, 2023
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
BBD Sells Its Fund Audit Biz, As Expected The deal was first unveiled last month and was expected to add more than 40 people to the acquirer's team... MutualFundWire.com - Wednesday, March 8, 2023
13 Years In, an Ally to Fundsters Leaves Pershing The executive is also an alumnus of TIAA and Pru... MutualFundWire.com - Monday, February 13, 2023 - Reader Rating: 5
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
How Is FLX Using Its New Capital? At a distribution ally to fundsters, watch for Brian Moran to expand his team and invest more in technology... MutualFundWire.com - Thursday, November 17, 2022
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 - Reader Rating: 5
What Worries FAs About ESG? New research suggests that "greenwashing" is advisors' top concern when it comes to investing in strategies focused on environmental, social, and governance issues... MutualFundWire.com - Thursday, October 27, 2022
$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 - Reader Rating: 1
14 Fund Firms Win Big In NYC At a Big Apple gala, a trade publication's team honors 84 winning companies. The awards are now in their eighth year... MutualFundWire.com - Wednesday, September 14, 2022
$1.292B Inflows In a Single Quarter An eight-year-old shop just had its biggest quarter ever... MutualFundWire.com - Friday, July 8, 2022
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
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 - 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
Ned Johnson Dies The former Fidelity chief was 91 years old... MutualFundWire.com - Thursday, March 24, 2022 - Reader Rating: 5
A $3B-AUM Fixed Income Shop Leads In Feb The M* team updates U.S. flows data for February 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, March 18, 2022
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
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
A Tennessee Startup Crosses $1B In AUM The digital assets-focused asset manager offers a trio of ETFs, though most of its assets are in seven institutional products... MutualFundWire.com - Wednesday, February 16, 2022
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
A Midwestern Prop Trading Shop Enters the ETF Biz The firm's new affiliate rolls out its first fund, but not under the SEC and the '40 Act... MutualFundWire.com - Thursday, January 13, 2022
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
An Empire State Shop Accesses the ETF Space The Westchester firm finds a Gotham ally to work on a new fund... MutualFundWire.com - Thursday, December 30, 2021 - Reader Rating: 5
At the SEC, An Outspoken Prof Takes Over IM Gensler reveals the regulatory agency's new director of the division of investment management... MutualFundWire.com - Wednesday, December 22, 2021
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
Pershing Buys Into Direct Indexing The ally to B-Ds and RIAs is poised to snap up a direct indexing solutions provider... MutualFundWire.com - Thursday, December 2, 2021
An $11.5B-AUM Boutique Adds Another Bond Fund $7 billion of the fund firm's AUM is in fixed income assets... MutualFundWire.com - Tuesday, October 5, 2021
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
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
An HF and Research Vet Forges an Active ETF Startup The startup's first fund debuted last week. Stay tuned for more launches ... later on in the economic cycle... MutualFundWire.com - Friday, August 13, 2021
VC Access For All, In '40 Act Form A Midwestern startup's chief sees their new fund structure appealing to both direct retail investors and RIAs... MutualFundWire.com - Tuesday, August 3, 2021
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
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
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
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
From MF Wholesaler to Quant Crypto Investing Entrepreneur A fundster launches his own AM shop, focused on investing in cryptocurrencies... MutualFundWire.com - Monday, July 12, 2021 - Reader Rating: 5
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 - 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
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
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
Three Fresh Faces Join an ETF Startup The additions come after the firm launched last spring... MutualFundWire.com - Thursday, March 4, 2021
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
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 - Reader Rating: 5
A Host of BlackRock Alums Back a Compliance Startup In Gotham, familiar angel investors invest and join the firm's advisory council and its board of directors... MutualFundWire.com - Wednesday, February 10, 2021 - 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 - Reader Rating: 3
A $25.9B-AUM UK Firm Hires In California The exec previously worked with Royce, Pimco, Wamco, and Wilshire... MutualFundWire.com - Wednesday, February 3, 2021
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 - 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
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
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
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
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
A Six-Year Legg Vet Joins DWS The new hire is based in Baltimore... MutualFundWire.com - Friday, December 4, 2020 - Reader Rating: 5
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
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 - Reader Rating: 5
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
FAs See Models, ETFs, and SMAs on the Rise Post-Pandemic New data highlights how advisors are thinking in light of the ongoing coronavirus crisis... MutualFundWire.com - Wednesday, September 23, 2020
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
A Holding Co Buys Into a 12-Fund Shop and Keeps Hunting The deal offers the holding company, traditionally a backer of institutional asset managers, an advisor-sold distribution platform... MutualFundWire.com - Friday, August 7, 2020
A 24-Year-Old Fund Family Rebrands The subadvised fund firm's team is also about to launch another mutual fund... MutualFundWire.com - Thursday, July 30, 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
A 48-Year-Old Shop Brings an MF Home The firm previously subadvised the mutual fund and now has three run in-house, with help from RBB... MutualFundWire.com - Thursday, June 18, 2020
An Arizona Startup Enters the MF Biz The team is now trumpeting their first mutual fund, which debuted at the end of 2019... MutualFundWire.com - Thursday, May 21, 2020
An ETF Strategy Chief Co-Founds an NYC Shop A exec returns from the Midwest to Gotham and teams up on a startup... MutualFundWire.com - Friday, May 1, 2020 - Reader Rating: 5
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 9, 2020
Nine Years In, a Pimco EVP Exits His duties are being absorbed by the broader team... MutualFundWire.com - Monday, April 6, 2020
The Boston Behemoth's Net Inflows Nearly Double Last year, Fidelity's AUM jumped 26 percent, and operating income jumped 9.5 percent... MutualFundWire.com - Wednesday, March 4, 2020
A 23-Year Invesco Vet Joins Nationwide The new hire started with Van Kampen back in the 90s... MutualFundWire.com - Thursday, February 27, 2020 - Reader Rating: 5
Schwab Bets On a $10.5B-AUM SMA Shop The deal is expected to close in the middle of the year, perhaps before the previously announced TD deal... MutualFundWire.com - Thursday, February 27, 2020 - Reader Rating: 5

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