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SEC Targets the Mutual Fund World's "Artificial Divide"
Tuesday, September 30, 2025
Federal regulators publicly begin the process of officially giving their blessing to a long-awaited type of share class.

An ETF Shop's Parent Clarifies the Size of a July Breach
Thursday, October 2, 2025
The data breach potentially affected about one and a half million people.

Neos Wins With $156MM Per Fund
Monday, September 29, 2025
The M* team updates U.S. flows data for August 2025 for ETFs and long-term, open-end mutual funds.

MMF Inflows Jump By $57B
Tuesday, September 30, 2025
The M* team updates U.S. flows data for August 2025 for money market mutual funds.

Zeitoun and Lo Celebrate a "Powerful Example" of a 14-ETF Biz
Friday, October 3, 2025
The folks at a publicly traded company's asset management arm are highlighting a big anniversary for one of their index funds.

Thanks to ETFs, Inflows Jump By $18B
Wednesday, October 1, 2025
A mutual fund industry trade group's team shares their most recent weekly flows data for long-term mutual funds and ETFs.

Tom Hancock and Klar Bet On the "Backbone of American Industrial Strength"
Wednesday, October 1, 2025
A pair of PMs will power a Beantown fund firm's newest active ETF.

Week In Preview, September 29 - October 5
Monday, September 29, 2025
This week, the teams at Expect Miracles, ICI, IMEA, and MFDF will host events

Dupre Reveals a $644B-AUM AM's 6th ETF
Thursday, October 2, 2025
The new, actively managed, exchange-traded fund is PMed by a 23-year company veteran at the Beantown fund firm.

RayJay IM's 1st 3 ETFs Debut, And ...
Friday, October 3, 2025
A publicly traded B-D's asset management team is rolling out their first three exchange-traded funds, all powered by the same boutique.

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  1. WE Phoenix Chapter Gives Back, October 7
  2. ICI webinar - The Great Operational Rethink: AI Automation & the Algorithmic Asset Manager, October 7
  3. 10th annual Fuse Forum, October 8
  4. Citywire Austin RIA CIO Summit 2025, Oct 9-10
  5. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  6. WE South - How to Trade an ETF, October 14
  7. 2025 MMI Annual Conference, Oct 15-17
  8. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  9. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
  10. IMEA webinar - Rethinking Audience, Access, and Impact In Advisor-Facing Content, October 16
  11. WE Philadelphia - Fall Networking Happy Hour, October 16
  12. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  13. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  14. Samfund Soiree Manhattan 2025, October 23
  15. Tiburon CEO Summit XLIX, Oct 27-29
  16. IDC Fund Directors Conference, Oct 27-29
  17. IMEA Leadership Planning Meeting, October 28
  18. IMEA Leadership Summit, Oct 28-29
  19. IMEA Rising Star luncheon, October 28
  20. IMEA Boutique Managers luncheon, October 28
  21. IMEA Philanthropic Day, October 28
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Nicsa ALFI webinar - The Proposed New Luxembourg Carried Interest Regime: Elixir of Life for Luxembourg Investment Funds?, October 29
  24. Schwab Impact 2025, Nov 2-4
  25. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




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