Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:
January
Pondering a Robo's $1.4B Price Tag
(January 27)
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.
| Eduardo A. Repetto Avantis Investors Chief Investment Officer | |
February
From $5B to $10B in 10 Months
(February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.
March
The 29 Most Influential Women in the U.S. Fund Biz
(March 8)
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.
April
A $231B-AUS Firm Adds a Small Cap Fund
(April 6)
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.
May
A $2.6T-AUM Firm Debuts Its 41st ETF
(May 5)
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.
June
An 85-Year-Old Firm Preps 8 ETFs
(June 8)
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.
July
MMI Pushes a Conference Back Four Months
(July 20)
An industry trade group moves a key in-person event to the fall at members' requests.
August
A Gotham PM Dies at 42
(August 11)
Insiders mourn the loss of a New York City ETF expert.
September
Fundsters Golf to Support DEI
(September 13)
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.
October
20 Fund Firms Win Big With FAs
(October 5)
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.
November
An Ex-PIMCO EVP Co-Founds an RIA
(November 2)
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.
December
In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm
(December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 
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