News Stories Archives - Since 1998
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A Bridgewater Vet Preps 8 More ETFs
The Gotham shop already powers one 2-year-old fund...
MutualFundWire.com -
Wednesday, February 12, 2025
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Who Will Power the Trump ETFs?
A Garden State hedge fund firm has been revealed as the investment advisor to the planned offering. Yet many other details still seem to be TBD...
MutualFundWire.com -
Wednesday, February 12, 2025
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In GA, a Boutique Preps Fund #3
A nine-year-old, $2.3-billion-AUM, 14-person fixed income shop is preparing another offering...
MutualFundWire.com -
Monday, February 10, 2025
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Reader Rating: 5
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Where Do Fundsters See Room For Digital Marketing Improvement?
A consulting ally to asset managers releases new research on digital marketing...
MutualFundWire.com -
Friday, February 7, 2025
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A $379B-AUM AM Adds Its 1st Fundamental Active Equity ETF
The new offering is powered by a pair of PMs in the fund firm's Denver-based equities team...
MutualFundWire.com -
Wednesday, February 5, 2025
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A $7B-AUM Boutiques Celebrates a 3rd and 10th Anniversary
A transformed mutual fund reached a key milestone last month and now has $150.2 million in AUM...
MutualFundWire.com -
Wednesday, February 5, 2025
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First Trust and RBA Celebrate a $3.5B-AUM Fund
The index fund debuted almost 11 years ago and recently crossed the $3-billion-AUM mark...
MutualFundWire.com -
Tuesday, February 4, 2025
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LaValle Targets Bitcoin Miners
Grayscale's ETF chief unveils another index fund from the digital-assets-focused shop...
MutualFundWire.com -
Monday, February 3, 2025
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42 Fund Firms Are In the Running, Across 18 Categories
The folks at an online trade publication unveil the nominees for their 2025 awards. Winners will be revealed at a Gotham gala in April...
MutualFundWire.com -
Thursday, January 30, 2025
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Magoon Tweaks a $213MM-AUM Duo
The Amplify is making a number of changes to a pair of ETFs as they prepare to liquidate a third...
MutualFundWire.com -
Wednesday, January 29, 2025
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With $20.4B, Baird Pulls Ahead
The M* team updates U.S. flows data for December 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, January 28, 2025
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At a Gotham AM, a 1YO Team's MFs Near $5.4B, And ...
UPDATED | The new team also recently made another senior addition to their ranks...
MutualFundWire.com -
Tuesday, January 28, 2025
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Week In Preview January 26 - February 1
This week, the teams at Franklin Templeton, FSI, IMEA, Invesco, Janus Henderson, MFDF, Nicsa, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, January 27, 2025
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U.S. AMs Launched 746 Of These In 2024
An industry research team offers December 2024 data on one side of the asset management business...
MutualFundWire.com -
Thursday, January 23, 2025
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Zinkula Launches a $45B-AUMA AM's 1st ETF, And ...
The folks at the Southwestern fund firm are preparing to roll out three more ETFs, starting tomorrow...
MutualFundWire.com -
Wednesday, January 22, 2025
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Awaiting Atkins, Two Commishes Step Up
The SEC's two Republican commissioners are taking on new leadership roles before the new chairman arrives...
MutualFundWire.com -
Wednesday, January 22, 2025
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Week In Preview January 21 - 26
This week, the teams at Cohen & Steers, ICI, IDC, MFDF, Northern Trust, and Schwab will host events...
MutualFundWire.com -
Tuesday, January 21, 2025
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Targeting China, Berns Builds a 4th PLUS Income Fund
The new, actively managed ETF debuted earlier this week, thanks to the folks at a five-year-old shop in the Big Apple...
MutualFundWire.com -
Thursday, January 16, 2025
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Sapir Adds 2 Senior Leaders and Shifts a 3rd
A $79.9-billion-AUM fund firm's chief unveils a trio of appointments, including two hirings...
MutualFundWire.com -
Thursday, January 16, 2025
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LaVigne Takes Over Distro For a $16B-AUMA AM, And ...
The veteran national accounts leader is one of three freshly promoted executives at the Mid-Atlantic multi-boutique...
MutualFundWire.com -
Wednesday, January 15, 2025
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"The Only Way Forward Is Through" For Fundsters As LA Burns
Asset managers in the area are still open for business, though at least one fund firm has shuttered its downtown office and at least one industry CEO is among those whose homes have been consumed in the firestorm...
MutualFundWire.com -
Tuesday, January 14, 2025
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Hankin Shares the Throne With a 22-Year Brown Vet
The leadership structure change comes 30 years after the Charm City fund firm became independent...
MutualFundWire.com -
Tuesday, January 14, 2025
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Lafferty Preps a $1.3T-AUM AM's 2nd Active FI ETF
The new fixed income fund is expected to debut on the NYSE Arca next month and is based on a 17-year-old SMA strategy...
MutualFundWire.com -
Monday, January 13, 2025
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Archard Follows a $716MM-AUM ETF With a Pair of Launches
The AB team is rolling out another two options-powered active ETFs.
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MutualFundWire.com -
Friday, January 10, 2025
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Amplify Preps a $66MM-AUM Liquidation
The Chi-Town area fund firm's team is preparing to shut down an active ETF before its fourth birthday...
MutualFundWire.com -
Friday, January 10, 2025
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A 45-Year-Old AM Preps Its Active ETF Debut
A SoCal fund firm's team is preparing to enter the ETF space...
MutualFundWire.com -
Thursday, January 9, 2025
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McCabe Boosts a New Lineup to 7 and Plans 10 More
The folks at Philly area shop are rolling out a quartet of new ETFs and prepping many more...
MutualFundWire.com -
Wednesday, January 8, 2025
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Most FAs Access Alts In Liquid Form ... For Now
New research suggests that semi-liquid and illiquid alternatives are gaining favor with financial advisors, while liquid alts may soon be losing some ground...
MutualFundWire.com -
Wednesday, January 8, 2025
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Reader Rating: 5
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Smead Expands His $7.78B-AUM AM's C-Suite
Updated | The chief of an Arizona fund firm hires a leader for a newly created senior role...
MutualFundWire.com -
Tuesday, January 7, 2025
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Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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Jablonski Adds a RIOT Fund, And ...
The Defiance team partners with a familiar ally to roll out another leveraged ETF focused on a single security. They're prepping three others...
MutualFundWire.com -
Friday, January 3, 2025
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Simplify Brings an ETF Closer to TSLA
The actively managed fund now has a new name and ticker, and the fund continues to focus on various ways of providing exposure to a one company in particular...
MutualFundWire.com -
Friday, January 3, 2025
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Happy 2025!
MFWire will be closed tomorrow in observance of the New Year's Day market holiday...
MutualFundWire.com -
Tuesday, December 31, 2024
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Who Bought Whom In 2024?
Consolidation continues in the U.S. asset management business...
MutualFundWire.com -
Tuesday, December 31, 2024
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Loukas and Graff Launch a Companion to a $134MM Fund
The new, actively managed ETF is powered by the same two companies and the same PM...
MutualFundWire.com -
Monday, December 30, 2024
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Money Fund Flows Rebound By $53B, But ...
The M* team updates U.S. flows data for November 2024 for money market mutual funds...
MutualFundWire.com -
Friday, December 27, 2024
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2024...
MutualFundWire.com -
Friday, December 27, 2024
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BlackRock Repeats As Passive Inflows Rise By $36B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 26, 2024
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12 of MFWire's Most Popular 2024 Stories
Here's a glimpse at what MFWire readers checked out in this crazy year.
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MutualFundWire.com -
Thursday, December 26, 2024
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With $465MM, a Gotham ETF Newcomer Wins
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, December 23, 2024
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A 7YO Fund Shifts to SMID
A small cap equity index ETF is being transformed by a Midwestern fund firm...
MutualFundWire.com -
Monday, December 23, 2024
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TCM's Inflows Quadruple to $1.4B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 20, 2024
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The Fund Giants Had a $110B November
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 19, 2024
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Do Fundsters Underutilize and Under-Resource Marketing?
A 16-year-old consulting team's new research underscores a significant difference between asset managers and other types of financial services firms...
MutualFundWire.com -
Thursday, December 19, 2024
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Reader Rating: 5
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Dhillon Adds to a $1.7B-AUM Victory Suite
The new, passively managed ETF debuted earlier this month...
MutualFundWire.com -
Wednesday, December 18, 2024
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30 of the Best Fund Firm Workplaces In 2024
A trade publication's team reveals the winners of their 13th annual awards program...
MutualFundWire.com -
Wednesday, December 18, 2024
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Post-Acquisition, a $6.8B-AUM AM Builds an Interval Fund
A team near Gotham is rolling out a private credit offering...
MutualFundWire.com -
Tuesday, December 17, 2024
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For Strat #6, a $5.9B-AUM Team Chooses an Interval
The folks at a publicly traded fund firm in the Midwest are rolling out another fixed income offering...
MutualFundWire.com -
Monday, December 16, 2024
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With Extra Concentration, a 40YO Boutique Enters ETF World
A Golden State fund firm's team is rolling out their first two exchange-traded funds...
MutualFundWire.com -
Friday, December 13, 2024
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$1.03T In 11 Months
An industry research team offers November 2024 data on one side of the asset management business...
MutualFundWire.com -
Friday, December 13, 2024
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Roberge Brings a 100YO Giant to ETF World
The OG U.S. open-end mutual fund firm has entered the ETF side of the business with a quintuple launch...
MutualFundWire.com -
Thursday, December 12, 2024
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Berns Launches ETF #34 and Preps a Currency Fund
The folks at a Gotham fund firm are rolling out one ETF and prepping another...
MutualFundWire.com -
Wednesday, December 11, 2024
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Kate and Joe Think About Strat Partnerships
The leaders of a Tar Heel State state giant come to the Big Apple and talk to the press...
MutualFundWire.com -
Tuesday, December 10, 2024
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A San Fran Team Celebrates a $379MM-AUM Tin Anniversary
The index provider's first ETF debuted a decade ago, and they've launched two in recent years...
MutualFundWire.com -
Tuesday, December 10, 2024
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For ETF #6, a Gotham Startup Plugs Into Neos, And ...
The two firms' teams are also preparing to roll out another ETF soon, too...
MutualFundWire.com -
Monday, December 9, 2024
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King Launches His 3rd Covered Call ETF
This latest offering, arriving about a year after the first and six months after the second, focuses on the digital assets space...
MutualFundWire.com -
Friday, December 6, 2024
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A 24YO FL Fund Firm Gains a Backer, But ...
A VC-like firm is betting on a $5.2-billion-AUM asset manager in the Sunshine State...
MutualFundWire.com -
Friday, December 6, 2024
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Burke Intros Her $590B-AUM AM's 1st ETF Trio
The folks at a PE-backed fund firm in the Southeast enter ETF space today with three launches. Watch for three more in early 2025, too...
MutualFundWire.com -
Thursday, December 5, 2024
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It's Paul! Pan and WSJ Cheer
Yesterday U.S. President-elect Donald Trump officially revealed his choice for taking over the top mutual fund industry regulator next year...
MutualFundWire.com -
Thursday, December 5, 2024
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Nygren Directly Enters ETF World
The star PM and his team are rolling out an ETF version of a strategy that already powers a $10-billion-AUM, 33-year-old mutual fund...
MutualFundWire.com -
Wednesday, December 4, 2024
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Has Trump Chosen #34?
The U.S. President-elect has reportedly picked a familiar successor for outgoing SEC Chair Gary Gensler. Is it déjà vu all over again?..
MutualFundWire.com -
Wednesday, December 4, 2024
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A 15YO AM Adds Its 7th ETF
The new actively managed offering is designed to focus on "corporate and securitized credit."..
MutualFundWire.com -
Tuesday, December 3, 2024
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2 Years Post-Adoption, a $105MM-AUM ETF Shifts
The translucent, actively managed fund continues to be offered by the same fund firm and powered by the same subadvisors, but .....
MutualFundWire.com -
Tuesday, December 3, 2024
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With Vident and SEI, a $170B-AUM AM Enters the ETF Space
A Mid-Atlantic asset manager's team has rolled out their first exchange-traded fund by transforming some SMAs...
MutualFundWire.com -
Monday, December 2, 2024
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Goldman Pulls Ahead With $21B, But Industry Inflows Slow
The M* team updates U.S. flows data for October 2024 for money market mutual funds...
MutualFundWire.com -
Friday, November 29, 2024
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With a 2025 Deal, a $9B-AUMA AM Will Come to Gotham
The folks at a Tar Heel ETF strategist are preparing to buy an 18-year-old fund firm in the Empire State...
MutualFundWire.com -
Friday, November 29, 2024
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Happy Thanksgiving Eve!
MFWire will be closed tomorrow in observance of the Thanksgiving Day market holiday...
MutualFundWire.com -
Wednesday, November 27, 2024
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Passive Funds Add $93B As Active Outflows Double
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 27, 2024
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Inflows Jump to $82B, Despite an AUM Slip
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 25, 2024
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Another Dem Will Leave the SEC Early
Gary Gensler isn't the only commissioner preparing to say goodbye early, cutting his term short before the new administration arrives...
MutualFundWire.com -
Monday, November 25, 2024
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Bloomberg Powers a $245B-AUMS AM's New Thematic Fund
A Chicagoland fund firm teams up with the index provider on a new offering...
MutualFundWire.com -
Friday, November 22, 2024
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Jan Celebrates a Global VanEck Pearl
Earlier this month, one of the $118-billion-AUM fund firm's offerings reached its 30th birthday...
MutualFundWire.com -
Friday, November 22, 2024
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Gensler Prepares to Cut His Term Short
As Trump prepares to return to the White House, Biden's top Wall Street sheriff has publicly declared when he plans to say goodbye...
MutualFundWire.com -
Thursday, November 21, 2024
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Stumm Completes a $380MM-AUM Pair of Adoptions, And ...
A third adoption deal is expected to close in about three months. All three deals involve funds from the same multinational asset manager, which becomes the adoptees' subadvisor...
MutualFundWire.com -
Thursday, November 21, 2024
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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
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ETF AUM Dips 0.2 Percent, Despite a $23B Inflows Jump
An industry research team offers October 2024 data on one side of the asset management business...
MutualFundWire.com -
Tuesday, November 19, 2024
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Tidal Ignites a New ETF Family
The ETF-in-a-box shop's team is planning to roll out a pair of funds under a new brand...
MutualFundWire.com -
Monday, November 18, 2024
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Building Legacy Is Wicked Cool. Here, Have Some Bublé!
Updated | Ron Baron and his team, together with more than 5,000 clients and FAs, converged on Lincoln Center yet again today...
MutualFundWire.com -
Friday, November 15, 2024
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Did a $746B-AUM AM Integrate ESG Firmwide? SEC Cries Foul
A unit of a publicly traded, multinational fund firm has agreed to pay a $17.5-million civil penalty to end the case, without admitting or denying the allegations...
MutualFundWire.com -
Friday, November 15, 2024
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A $382B-AUM AM Targets "One of the Fastest Growing Active ETF Opps"
A publicly traded fund firm's team tries to "create a portfolio across all fixed income sectors."..
MutualFundWire.com -
Thursday, November 14, 2024
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An Activist Sells 58 Percent of His IVZ Over 2 Years
An activist investor pulls chips off the table from one asset management bet. Yet he continues to leave intact his longstanding stake in another fund firm...
MutualFundWire.com -
Thursday, November 14, 2024
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A $572B-AUM Direct Indexer Powers Up a 3rd ETF
The subadvisor is a subsidiary of the new fund's $1.6-trillion-AUM provider...
MutualFundWire.com -
Wednesday, November 13, 2024
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533 People Help an ETF Titan Set a World Record
Late last month, an asset manager's team gathered folks in the Big Apple to attempt to beat a Guinness World Record. They did it!..
MutualFundWire.com -
Wednesday, November 13, 2024
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A $32B-AUM WM Firm Expands Its ETF Compound
A Gotham investment advisory firm's team is rolling out their second ETF. Like the first, this one is translucent fund with an active, concentrated strategy...
MutualFundWire.com -
Tuesday, November 12, 2024
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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
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1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
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A $77B-AUMA CA Firm Will Shutter Its Sole MF
The liquidation of the seven-year-old mutual fund is scheduled for January 3...
MutualFundWire.com -
Friday, November 8, 2024
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F/m and a 33YO Subadvisor Greenlight Their 1st Equity ETF
The new fund is also the fund firm's first subadvised ETF and the subadvisor's first ETF ever...
MutualFundWire.com -
Wednesday, November 6, 2024
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With $700MM, a $16B-AUS Insti AM Adds a 5th ETF
The move comes after the firm's team launched their first three ETFs in August and a fourth earlier in October...
MutualFundWire.com -
Tuesday, November 5, 2024
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23 Years In, a Biz Dev Chief Joins a $12B-AUM AM's Board, And ...
The executive has also been promoted to managing director at the employee-owned fund firm...
MutualFundWire.com -
Tuesday, November 5, 2024
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In SoCal, a 40YO Boutique Enters the ETF Space
A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund...
MutualFundWire.com -
Friday, November 1, 2024
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A Subadvised Fund Firm's Parent Cuts 2.5 Percent
The planned job cuts are reportedly expected to affect 225 jobs...
MutualFundWire.com -
Friday, November 1, 2024
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Crossing $2B, an FL ETF Shop Tackles Investor Exposure to the Giant Stocks
A six-year-old boutique's folks are teaming up with a familiar ally to launch another index fund...
MutualFundWire.com -
Thursday, October 31, 2024
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12 Fund Firms Win Big In Manhattan, And ...
A full list of award winners will reportedly be available soon...
MutualFundWire.com -
Thursday, October 31, 2024
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As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 30, 2024
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Reader Rating: 3
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T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Tuesday, October 29, 2024
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Reader Rating: 5
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With $790MM, PTAM Pulls Ahead
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 28, 2024
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Week In Preview, October 28 - November 3
This week, the teams at Broadridge, ETFGI, IDC, Janus Henderson, MFDF, MMI, Nicsa, Prudential, Tiburon, and WE will host events...
MutualFundWire.com -
Monday, October 28, 2024
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A $1.63T-AUM AM Enters the Thematic ETF Space
The folks at a publicly traded fund firm are rolling out their 17th active ETF...
MutualFundWire.com -
Friday, October 25, 2024
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Baird Repeats, Netting $4.8B
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 24, 2024
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