News Stories Archives - Since 1998
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A Philly Area Firm Leads With $668MM
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 17, 2024
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A $314MM-AUM Quartet Trades For a New Brand, And ...
A Gotham area fund firm is launching a new ETF family, starting with four existing funds. Three of the funds will be tweaked a bit more this summer...
MutualFundWire.com -
Friday, May 17, 2024
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Reader Rating: 5
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Baird Repeats, Upping Inflows By $811MM
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com -
Thursday, May 16, 2024
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4.5 Months Post-Transformation, a Muni Fund Reaches $1B
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager...
MutualFundWire.com -
Thursday, May 16, 2024
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Despite a $13B Drop, Vanguard Fourpeats
The M* team updates U.S. flows data for April 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, May 15, 2024
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board...
MutualFundWire.com -
Wednesday, May 15, 2024
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April Breaks Funds' Five-Month, $279B Inflows Streak
The M* team updates U.S. flows data for April 2024 for ETFs and long-tem, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 14, 2024
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These ETFs Netted $9.4B, Their Best Week In 5 Years
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Tuesday, May 14, 2024
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A Gotham Real Estate Hedge Fundster Preps an ETF
A 14-year-old shop is teaming up to enter the ETF space...
MutualFundWire.com -
Monday, May 13, 2024
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Defiance Adds to a $538MM-AUM Suite, And ...
The Sunshine State ETF shop is teaming up with a familiar pair of allies to launch a fourth fund and prep three more...
MutualFundWire.com -
Friday, May 10, 2024
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First Trust Transforms 4 CEFs Into 1 ETF
The combination created a fund with about $1.1 billion in AUM...
MutualFundWire.com -
Friday, May 10, 2024
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M* Fetes the Retiring Hart of 3 Funds, While Skipping Another Award
The Morningstar team revealed one big award winner yesterday. Yet the industry will have to keep waiting for more winners in another award category from the publicly traded investment research firm...
MutualFundWire.com -
Thursday, May 9, 2024
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With a $244MM-AUM Dual Conversion, an ETF Lineup Grows to Five
The folks at a Golden State fund firm have transformed a pair of mutual funds into actively managed ETFs...
MutualFundWire.com -
Tuesday, May 7, 2024
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With a Familiar Ally, an FL Shop Starts a 5-ETF Suite
The first fund in the new lineup debuted last week, and they've filed to launch four more...
MutualFundWire.com -
Monday, May 6, 2024
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Week In Preview, May 6 - May 12
This week, the teams at AMG and MMI are hosting events...
MutualFundWire.com -
Monday, May 6, 2024
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Money Funds Dominate As Inflows Rise By $16.5B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, May 3, 2024
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A Chicago-D.C. Merger Creates a $15B AM
The combined firm has a team of about 75 people, and the merger had been in the works since an acquisition more than a year ago...
MutualFundWire.com -
Thursday, May 2, 2024
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Three Weeks In, a Texas Team Enhances Their ETF Push
The folks at a Lone Star State firm are rolling out their second ETF, less than one month after debuting their first...
MutualFundWire.com -
Wednesday, May 1, 2024
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A $1.9B-AUM FI Fund Turns 30
The mutual fund comes in three flavors and is designed as an alternative to money funds...
MutualFundWire.com -
Wednesday, May 1, 2024
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A CT Startup Builds Its 12th ETF
The launch comes four months after the firm's first 11 ETFs debuted late last year...
MutualFundWire.com -
Tuesday, April 30, 2024
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A $6.7B-AUM Value Boutique Will Shutter Its ETF
The team at a Gotham asset manager is preparing to liquidate a fund after less than three years...
MutualFundWire.com -
Tuesday, April 30, 2024
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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
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Week In Preview, April 29 - May 5
This week, the teams at IDC, IMEA, Janus Henderson, MFDF, Prudential, Voya, and WE will host events...
MutualFundWire.com -
Monday, April 29, 2024
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Despite a $33B Drop, Fidelity Still Leads
The M* team updates U.S. flows data for March 2024 for money market mutual funds...
MutualFundWire.com -
Friday, April 26, 2024
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Flows Rebound By $149B In a Week
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, April 26, 2024
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An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
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A Leveraged Index ETF Shop Leads With $1B
The M* team updates U.S. flows data for March 2024 for ETFs and long-terrm, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 24, 2024
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An Insurer's New Funds Net $3.5B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2024
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With $5.8B, Dodge & Cox Takes the Lead
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2024
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Vanguard Regains the Lead With a $70B Q1
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 22, 2024
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Week In Preview, April 22 - April 28
This week, the teams at AllianceBernstein, Artisan, IDC, IMDDA, IMEA, Invesco, MFDF, MMI, Raymond James, Virtus, and WE will host events...
MutualFundWire.com -
Monday, April 22, 2024
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Titans' Inflows Rise By $68B
The M* team updates U.S. flows data for March 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, April 19, 2024
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This Was the Worst Flows Week In Almost 15 Years
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, April 19, 2024
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A $204B-AUM AM Will Triple This Lineup
A Southland asset manager's team is preparing to add two more ETFs and convert four traditional mutual funds...
MutualFundWire.com -
Thursday, April 18, 2024
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With a UCLA Ally, a $4B-AUM ETF Shop Bets On the Intangible
A Gotham fund firm's team is rolling out a pair of new ETFs, both powered by indexes from a finance department's chair...
MutualFundWire.com -
Wednesday, April 17, 2024
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$398B Flows In
This side of the asset management industry now has a record $12.71 trillion in worldwide AUM, including a record $8.87 trillion in the U.S. alone...
MutualFundWire.com -
Wednesday, April 17, 2024
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What Would a Victory-Amundi Combo Look Like?
The proposed deal would boost the multi-boutique asset manage to $279 billion in AUM, more than $1.2 billion in annual revenue, and about $400 million in adjusted net income. And that's before cost synergies...
MutualFundWire.com -
Tuesday, April 16, 2024
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Week In Preview, April 15 - April 21
This week, the teams at ETF.com, IDC, IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, April 15, 2024
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Three Titans Add a Combined $2.658T In AUM
At least two of the firms' assets under management reached record levels at the end of the first quarter of 2024...
MutualFundWire.com -
Friday, April 12, 2024
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At a $5B-AUM AM, Luciano Leads an Expanded, Relocated Branch
The move more doubles the office's size, both in space and headcount. It will now account for nearly 20 percent of the Empire State firm's overall team...
MutualFundWire.com -
Thursday, April 11, 2024
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A $16.6B-AUM Firm Streams Into the ETF Space, And ...
The team at a publicly traded firm in the Lone Star State is rolling out their first exchange-traded fund and prepping their second...
MutualFundWire.com -
Wednesday, April 10, 2024
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Fundster Headcount May Trend "Much Lower In Medium to Long-Term"
A consulting firm expects operations and back office teams to be hit especially hard by the coming shrinkage...
MutualFundWire.com -
Wednesday, April 10, 2024
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A $7.7B-AUM AM Enters the ETF Biz
The team at a boutique fixed income asset manager in the Midwest is rolling out their first ETF, and it is actively managed...
MutualFundWire.com -
Tuesday, April 9, 2024
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Reader Rating: 5
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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
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Week In Preview, April 8 - April 14
This week, the teams at FRA, IMDDA, MFDF, and WE will host events, and several firms in the mutual fund business will release earnings reports...
MutualFundWire.com -
Monday, April 8, 2024
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Teaming Up, an El-Erian-Backed Shop Powers a New MF
The folks at an institutional manager near NYC are helping launch a bond mutual fund focused on emerging markets...
MutualFundWire.com -
Friday, April 5, 2024
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In NYC, a $599MM-AUMA Team Adds ETF #3
Like their first two ETFs, the teams' new offering is an actively managed, thematic fund...
MutualFundWire.com -
Thursday, April 4, 2024
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ProShares Adds 2 More Bitcoin ETFs, With Twists
The team at the $70-billion-AUM fund fim is rolling out a pair of two funds offered magnified returns based on how the cryptocurrency fares...
MutualFundWire.com -
Wednesday, April 3, 2024
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A $92.5B-AUM Firm Adds 2 to a 6-Fund Suite
The team at a Gotham fund firm is expanding a 12-year-old suite that now accounts for about 17 percent of the firm's total AUM...
MutualFundWire.com -
Tuesday, April 2, 2024
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A 50-Year-Old AM's Capital City Office Moves
According to the team, the new space is more twice as big as the old one...
MutualFundWire.com -
Tuesday, April 2, 2024
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A $218B-AUMS AM Targets Income and the Internet
A Midwestern firm teams up to roll out a new ETF...
MutualFundWire.com -
Monday, April 1, 2024
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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 -
Monday, April 1, 2024
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Reader Rating: 5
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Happy Easter Weekend!
MFWire will be closed tomorrow in observance of the Good Friday market holiday...
MutualFundWire.com -
Thursday, March 28, 2024
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$1B In 14 Months, Then $2B In 3 Weeks
A leveraged single stock ETF hit two AUM milestones this month...
MutualFundWire.com -
Thursday, March 28, 2024
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Schwab Pulls Ahead With $10.4B
The M* team updates U.S. flows data for February 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
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An Ultra Short Term Fund Turns 20
Within a publicly traded company's asset management arm, an $8.4-billion-AUM team is celebrating a big milestone for one of their mutual funds...
MutualFundWire.com -
Wednesday, March 27, 2024
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Pacer Raises a 10th Cash Cow
A Keystone State fund firm's team unveils another new ETF...
MutualFundWire.com -
Tuesday, March 26, 2024
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Active Inflows Return After a 28-Month Gap
The M* team updates U.S. flows data for February for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 26, 2024
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The Open-End Mutual Fund Biz Turns 100
Last week was the 100th birthday of the United States' first open-end mutual fund...
MutualFundWire.com -
Monday, March 25, 2024
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A SoCal Quant Makes His 2nd ETF Splash
A family-office-veteran-turned-asset-management-entrepreneur teams up with an ETF-in-a-box shop...
MutualFundWire.com -
Friday, March 22, 2024
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Stock Fund Inflows Rise By $12.9B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 22, 2024
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Vanguard Stays In Front, Despite an $8B Drop
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, March 20, 2024
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Fido's Inflows Rise By $15B
The M* team updates U.S. flows data for February 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 19, 2024
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Beyond $12 Trillion
One side of the global asset management business has brought in net inflows for the past 57 months in a row...
MutualFundWire.com -
Tuesday, March 19, 2024
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After a Deal and 2 MFs, a Gotham AM Reaches $10B
The team at an institutional asset manager trumpets a 40-percent AUM rise since 2021...
MutualFundWire.com -
Friday, March 15, 2024
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IR+M Teams With a CA ETF Shop
The institutional asset manager will help power a new fund that debuted today...
MutualFundWire.com -
Thursday, March 14, 2024
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In 19 Months, This Flagship Surpasses $3B
Its 10-fund series now has $4.24 billion in AUM in total...
MutualFundWire.com -
Thursday, March 14, 2024
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A 6-Year-Old Gotham Firm Adds 2 0DTE ETFs
The actively managed funds went live last week and are powered by coverage call strategies...
MutualFundWire.com -
Wednesday, March 13, 2024
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A 13-Year-Old Texas Shop Enters the ETF Biz
The move comes less than four years after the firm's mutual fund debuted...
MutualFundWire.com -
Tuesday, March 12, 2024
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Harbor Doubles Down With an ETF Ally of 18 Months
The teams at the two firms are launching another fund together...
MutualFundWire.com -
Monday, March 11, 2024
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A Gotham AM Adds 2 Magnificent 7 ETFs, And ...
The team at the $38.1-billion-AUM asset manager is also preparing to roll out a third ETF focused on the same stocks...
MutualFundWire.com -
Friday, March 8, 2024
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4 Months In, a New Suite Reaches $545MM
The seven funds are powered by a pair of Connecticut allies...
MutualFundWire.com -
Thursday, March 7, 2024
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Teaming Up In NJ, Simplify Goes International
The folks at the $3.7-billion-AUM asset manager are expanding their lineup of active ETFs...
MutualFundWire.com -
Wednesday, March 6, 2024
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2024's Eight Most Ethical Fund Firms
An organization focused on ethical business practices recognizes 136 companies, including several that should be familiar to asset management industry insiders...
MutualFundWire.com -
Wednesday, March 6, 2024
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An FBI-Vet-Turned-Fundster-C-Suiter Dies
The Peach State executive was 62 years old...
MutualFundWire.com -
Tuesday, March 5, 2024
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A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
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Week In Preview, March 4 - March 10
This week, the teams at IMEA, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, March 4, 2024
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IBIT Threepeats, Netting $1.1B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, March 1, 2024
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Who Will Take Over the Low-Cost Leviathan?
A 20,000-employee mutual fund titan's chief is preparing to say goodbye, and a key lieutenant is on the rise...
MutualFundWire.com -
Thursday, February 29, 2024
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Size Matters When Seeding ETFs
The folks at a research ally to fundsters offer new data highlight the differing fates of funds launched with different amounts of starting capital...
MutualFundWire.com -
Thursday, February 29, 2024
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Reader Rating: 5
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The JPMAM Team Mourns a 25-Year Senior Leader
One of the fund firm's C-suiters died last week at the age of 54...
MutualFundWire.com -
Wednesday, February 28, 2024
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Money Fund Outflows Shrink By $7.9B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, February 23, 2024
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Near Tampa, a 26-Year Franklin Templeton Vet Exits
The departing sales vet first joined Franklin Templeton in 1997...
MutualFundWire.com -
Thursday, February 22, 2024
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With a $15B Spike, Vanguard Regains the Lead
The M* team updates U.S. flows data for January 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 22, 2024
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With 15 Strategies, an ETF Shop Surpasses $2B
Updated | A Big Apple startup's team celebrates a big milestone...
MutualFundWire.com -
Wednesday, February 21, 2024
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One of RBB's Original Overseers Steps Back, But ...
A director has switched to emeritus with the 36-year-old series trust...
MutualFundWire.com -
Tuesday, February 20, 2024
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Happy Presidents' Day Weekend!
MFWire will be closed on Monday in observance of the Washington's Birthday market holiday...
MutualFundWire.com -
Friday, February 16, 2024
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Calamos Combos Bonds With Options On Stocks
The team at a Chi-Town area fund firm is rolling out their fourth ETF...
MutualFundWire.com -
Thursday, February 15, 2024
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11 Years In, a Cali AM's Chief Passes the Reins
Yet the 29-year company veteran is not saying goodbye to the fund firm just yet...
MutualFundWire.com -
Thursday, February 15, 2024
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The Boston Behemoth Expands to 66 ETFs and Counting
The Fido team plans a trio of transformations and a pair of launches for the same day in late February...
MutualFundWire.com -
Monday, February 12, 2024
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After 38 Years, a Russell C-Suiter Retires
The departing executive's successor, an 18-year company veteran, is based across the pond...
MutualFundWire.com -
Friday, February 9, 2024
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Flows Sour By $66B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, February 9, 2024
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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
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Man Will Power a U.S. Firm's 2nd ETF
A subsidiary of the British asset manager will subadvise the new offering for an American multiboutique...
MutualFundWire.com -
Wednesday, February 7, 2024
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A $1.6T-AUM AM's Equity Investing Chief Exits
The executive spent 27 years at the firm...
MutualFundWire.com -
Tuesday, February 6, 2024
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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
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A Boston Firm's Three-Year-Old Market Neutral Fund Will Shutter Soon
The fund was the ETF strategist's first foray into the mutual fund space...
MutualFundWire.com -
Monday, February 5, 2024
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A $48.6B Flows Turnaround In One Week
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com -
Friday, February 2, 2024
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Two Months In, a Florida AM Tweaks a Fund's Brand
The passively managed ETF now has $2.53 million in AUM...
MutualFundWire.com -
Thursday, February 1, 2024
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An AZ Fund Firm Moves Down the Street
The asset manager's new HQ will open next week and could accommodate up to 30 or 40 people...
MutualFundWire.com -
Thursday, February 1, 2024
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