News Stories Archives - Since 1998
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Will the Mountain Come to Bob?
What are the Desmarais thinking? Word is that a sale of a Beantown fund firm is close...
MutualFundWire.com -
Friday, May 26, 2023
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Reader Rating: 5
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DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 16, 2023
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Breakwave Floats a Third ETF
The six-year-old commodity trading advisor is again teaming up with ETF Managers Group...
MutualFundWire.com -
Thursday, May 4, 2023
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Pimco Versus the Hushed Whispers of Recession
A C-suiter at the fixed income titan looks into his crystal ball...
MutualFundWire.com -
Thursday, April 27, 2023
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USCF Wins With $852MM
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 24, 2023
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15 Years, $6B In AUM, 68 Employees
The team at a faith-based, ESG mutual fund firm celebrates their crystal anniversary...
MutualFundWire.com -
Wednesday, April 19, 2023
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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 3, 2023
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Reader Rating: 5
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With $5.2B, Schwab Threepeats
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds...
MutualFundWire.com -
Thursday, February 16, 2023
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A $190B-AUMS Firm Launches a Multi-Strat Alts Fund
The new fund is an ETF of other ETPs, including ETFs...
MutualFundWire.com -
Tuesday, February 14, 2023
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95 Years, $6.5B In AUM, And ...
Lisa Jones and her team celebrate a big anniversary for a mutual fund that is nearly a century old...
MutualFundWire.com -
Tuesday, February 14, 2023
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Reader Rating: 5
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Joe Neuberger and a Vanguard Vet Take Over a Fund Firm
The Midwestern asset manager's founder is staying on as a PM at the 34-year-old shop...
MutualFundWire.com -
Thursday, February 9, 2023
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Seven Months Post-Merger, Two Chiefs Leave a Fund Distro Giant
The private equity-backed firm had more than 1,250 employees and more than 6,300 clients after the deal closed last year...
MutualFundWire.com -
Wednesday, February 1, 2023
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Nationwide Finds Spangler's Successor
Updated | A sales leader is taking over the Midwestern insurer's mutual fund and ETF business...
MutualFundWire.com -
Tuesday, January 17, 2023
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A 68-Year-Old Firm Adds an Active Commodity ETF
The new fund will invest mainly exchange-traded commodity futures contracts...
MutualFundWire.com -
Friday, January 6, 2023
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One of a $164B-AUM Firm's Founders Dies
The PM was one of seven people who co-founded the Gotham asset manager 54 years ago...
MutualFundWire.com -
Thursday, January 5, 2023
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A Florida Startup Charges Into the ETF Space
The firm's first fund is actively managed and part of a series trust...
MutualFundWire.com -
Wednesday, January 4, 2023
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An Alts Shop Celebrates Its First ETF's First Birthday
The year-old, subadvised, actively managed fund now has more than $60 million in AUM...
MutualFundWire.com -
Wednesday, January 4, 2023
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Reader Rating: 5
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A $66MM-AUM Trio Merges Into a $378MM-AUM Duo
Updated | A 49-year-old firm acquires three mutual funds from a Midwestern shop...
MutualFundWire.com -
Thursday, December 29, 2022
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A Four-Year-Old Multi-Boutique Will Buy a Three-Year-Old Peer
The deal, which is expected to close next quarter, would boost the acquirer to $23 billion in AUM across nine affiliated boutiques...
MutualFundWire.com -
Wednesday, December 21, 2022
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Week In Preview, December 5 - December 11
This week, the teams at Expect Miracles, IMEA, MFDF, MMI, SEC, VanEck, and WE are hosting events...
MutualFundWire.com -
Monday, December 5, 2022
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Morgan Stanley Brings on an ETF Marketer
The new hire previously hailed from Columbia Threadneedle...
MutualFundWire.com -
Friday, November 25, 2022
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Week In Preview, November 14 - November 20
This week, the teams at ETFGI, Expert Series, ICI, MFDF, MMI, Nicsa, T. Rowe Price, and Women in ETFs will host events...
MutualFundWire.com -
Monday, November 14, 2022
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Musk and Baron Talk Twitter, Zombies, and More
A tech billionaire shows up as a surprise CEO guest to chat with the fundster chief...
MutualFundWire.com -
Friday, November 4, 2022
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A $61B-AUM Firm Debuts an Income-Focused Fund of Funds
The new fund will invest primarily in the Gotham firm's other ETFs...
MutualFundWire.com -
Thursday, November 3, 2022
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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
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Reader Rating: 5
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A $1.23T-AUM Firm Adds Its Ninth ETF
The new fund is the firm's fourth actively managed fixed income ETF...
MutualFundWire.com -
Tuesday, November 1, 2022
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A Two-Year-Old Shop Adds Two Income ETFs
Both new funds now have $1.25 million in AUM each...
MutualFundWire.com -
Monday, October 31, 2022
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A New Prez Takes Over a $13B-AUM Fund Fam
A 16-year company veteran is passing the reins and leaving the firm...
MutualFundWire.com -
Thursday, October 20, 2022
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30 Years In, a Fund Firm Prez Retires
She is passing the reins to a new hire at the 48-year-old asset manager...
MutualFundWire.com -
Wednesday, October 19, 2022
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A $610B-AUM Firm Debuts a 3-Bps Fund
The asset manager's team lays claim to the new fund having the lowest expense ratio of any ETF accessing the broad, U.S. investment grade, tax-exempt bond market...
MutualFundWire.com -
Wednesday, October 12, 2022
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11 Fund Firms Close In On These Awards
Some mutual fund firms are among the finalists for annual awards from a trade group and an investment magazine...
MutualFundWire.com -
Tuesday, September 27, 2022
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A 47-Year-Old Firm Reopens an $8.8B Set of Funds
Now all 20 of the mutual fund firm's mutual funds are open to new investors...
MutualFundWire.com -
Thursday, September 22, 2022
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A U.S. Distro Chief Will Join a $476B-AUM Firm
The Southeastern asset manager's new executive hire is based in New England...
MutualFundWire.com -
Monday, September 12, 2022
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Week In Preview, August 8 - August 14
This week, the team at MMI is hosting an event, and two award nomination windows are closing...
MutualFundWire.com -
Monday, August 8, 2022
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BlackRock Buys Vanguard. No, Not THAT One!
The world's largest asset manager snaps up an energy company, not to be confused with a similarly named mutual fund titan...
MutualFundWire.com -
Thursday, July 21, 2022
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A 32-Year-Old Shop Will Sell to a $631B-AUM Firm
A publicly traded mutual fund firm agrees to buy a muni bond SMA specialist in the Midwest...
MutualFundWire.com -
Tuesday, July 19, 2022
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An Ex-Hancock ETF Distro Exec Joins an Indexer
The West Coast-based distribution veteran has signed on with a Big Apple firm...
MutualFundWire.com -
Wednesday, July 13, 2022
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Reader Rating: 5
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Seven Fundster LGBT+ Gamechangers
A financial services-focused organization recognizes 100 people, including seven in the U.S. asset management business...
MutualFundWire.com -
Tuesday, June 7, 2022
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Reader Rating: 5
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Expect Miracles Wraps Biggest Fundraiser Yet
The fundster-driven charity raised more than $880,000 in their most recent remote challenge...
MutualFundWire.com -
Wednesday, June 1, 2022
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A $460B-AUM Active Firm Launches Three ETFs
All three new funds are thematic ones, and their expense ratio is 55 bps...
MutualFundWire.com -
Thursday, April 7, 2022
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A $231B-AUS Firm Adds a Small Cap Fund
The duo PMing the new fund already run a $6.1-billion, five-star, 24-year-old fund together...
MutualFundWire.com -
Wednesday, April 6, 2022
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A $111B-AUM Fund Firm Will Buy an Alt Credit Shop
The target shop has about $19 billion in AUM, and the deal is expected to close in the coming months...
MutualFundWire.com -
Thursday, March 31, 2022
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5 Years, 8 ETFs, $1.1B In AUM
A Boise-area ETF shop's team celebrates a big anniversary...
MutualFundWire.com -
Tuesday, March 29, 2022
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Targeting SMAs, a Legg Vet Joins a $575B-AUM AM's Leadership Team
The new hire will report directly to the CEO in a newly created position: head of strategic initiatives...
MutualFundWire.com -
Friday, March 25, 2022
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A $1.5B-AUM Startup's Chief Passes the Reins, But ...
The four-year-old ETF shop's founder now serves as CEO of its parent company...
MutualFundWire.com -
Tuesday, March 22, 2022
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Bathon Hires a Journalist-Turned-Fund-Research-Vet
The exec will serve as director of research at the Beantown consulting and research ally to fundsters...
MutualFundWire.com -
Wednesday, March 9, 2022
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Reader Rating: 5
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Five Join an Industry Charity's Board
The cancer-fighting group's team is also gearing up for what could be their biggest fundraiser yet...
MutualFundWire.com -
Wednesday, March 2, 2022
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Reader Rating: 5
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A $372B-AUM Boutique Teams Up With an HBCU
10 percent of the revenue from a giant fund's new share class will be donated to a university grant program...
MutualFundWire.com -
Wednesday, March 2, 2022
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Reader Rating: 5
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A Fixed Income Startup Builds Its First ETF
The asset manager, based in the Midwest and the Northwest, already offers CITs and SMAs...
MutualFundWire.com -
Thursday, February 24, 2022
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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
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The 41 Best Fund Firms For LGBTQ+ Workers
Corrected | An advocacy and political lobbying group recognizes 842 employers, including a number that are in the asset management business...
MutualFundWire.com -
Tuesday, February 8, 2022
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Expect Miracles Keeps In Touch and Tackles Financial Literacy
The cancer-fighting charity is also preparing to kick off its 2022 in-person events with a March celebration...
MutualFundWire.com -
Friday, January 28, 2022
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SSGA Leads As Passive Inflows Rise 60 percent
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 27, 2022
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Schwab's Inflows Nearly Triple to $50B
The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 19, 2022
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Bill Miller Divides and Passes His Reins
The famed value investor initiates his succession plan for his boutique and its two mutual funds...
MutualFundWire.com -
Wednesday, January 5, 2022
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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
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Reader Rating: 5
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Near KC, a New Player Debuts Its First ETF
The new shop is teaming up with Cohen & Co, EQM, Foreside, Morgan Lewis, Toroso, and U.S. Bank...
MutualFundWire.com -
Tuesday, December 28, 2021
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PE Bets On a $7B-AUM ETF Strategist
The closing of the deal also accompanies a leadership change at the asset manager...
MutualFundWire.com -
Wednesday, December 1, 2021
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Reader Rating: 5
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A Global Product Chief Rises at T. Rowe
The executive previously held a DC I-O leadership role at the publicly traded fund firm...
MutualFundWire.com -
Thursday, November 18, 2021
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Reader Rating: 5
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A $641B-AUM Firm and a $17B-AUM Firm Team Up
The two firms are launching an active, translucent ETF next week...
MutualFundWire.com -
Tuesday, November 9, 2021
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SEC and CFTC Jointly Smite a Cali ETF Shop
The fund firm and one of its ETPs have agreed to pay a $2.5-million penalty...
MutualFundWire.com -
Monday, November 8, 2021
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Pimco and an Eaton Vance Exec Win Big
A trade group honors three firms and one industry insider at its annual conference...
MutualFundWire.com -
Thursday, October 28, 2021
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An Ohioan Fundster Wins Silver in Tokyo
He also competed in two separate sports at the games...
MutualFundWire.com -
Tuesday, October 12, 2021
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Reader Rating: 5
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Four Big Fund Firms Wrap Up Deals
AMG, Federated, Vanguard, and Virtus all recently closed acquisitions...
MutualFundWire.com -
Friday, October 8, 2021
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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
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After 25 Years, a Senior Exec Leaves a $183B-AUM Firm
The multi-manager fund firm is part of a publicly traded multinational...
MutualFundWire.com -
Tuesday, August 31, 2021
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Reader Rating: 5
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Three Years, 70 ETFs, and $5B In AUM
A Midwestern fund firm crosses two big milestones. They're also updating some of their funds' names...
MutualFundWire.com -
Tuesday, August 24, 2021
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A $183B-AUM Shop Debuts an MBS ETF
This is the multi-manager fund firm's second active fixed income ETF launch of 2021...
MutualFundWire.com -
Friday, August 20, 2021
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Reader Rating: 5
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Three Years Later, a U.S. Fund Firm Adds to a $351MM Deal
The publicly traded asset manager has agreed to buy most of the rest of a British ESG shop...
MutualFundWire.com -
Wednesday, August 18, 2021
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Reader Rating: 5
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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
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A $1.62T-AUM Giant's CEO and CFO Pass the Reins
A 24-year company veteran is poised to take over the asset manager at the beginning of next year...
MutualFundWire.com -
Thursday, July 29, 2021
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As a $604B-AUM Firm Rebrands, a New CEO Springs In
Both changes are slated to take effect when the firm spins off this year in a PE deal...
MutualFundWire.com -
Tuesday, July 27, 2021
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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
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Reader Rating: 5
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A $33B-AUM PE Buys a Fund Distributor
The acquirer will replace a prior PE owner...
MutualFundWire.com -
Wednesday, July 7, 2021
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Reader Rating: 5
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Active Inflows Fall 74 Percent
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, opened mutual funds...
MutualFundWire.com -
Tuesday, June 29, 2021
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Expect Miracles Goes the Social Distance
The mutual fund industry cancer-fighting charity recently hosted a second annual remote fundraising event...
MutualFundWire.com -
Tuesday, June 22, 2021
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24 Rising Stars Shine
A trade group recognizes the first group of winners for its new mentorship and awards program...
MutualFundWire.com -
Thursday, June 17, 2021
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Reader Rating: 4
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The $1.023T Inflows Year
The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, June 16, 2021
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M* Shines Its Light On Ten Fund Firms
Yet only three firms will win the investment research firm's big awards next week...
MutualFundWire.com -
Tuesday, June 15, 2021
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A $2.06T-AUM AM Adds a Two Focused ESG Funds
The new global mutual funds are both for U.S. investors and come in three different share class flavors...
MutualFundWire.com -
Tuesday, June 8, 2021
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A $16B-AUM Boutique's CFO Passes the Reins, And ...
The new hire hails most recently from a freshly acquired fund firm...
MutualFundWire.com -
Monday, June 7, 2021
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The Low-Cost Leviathan Brings PE to Retail
The firm initially entered the space last year, for its institutional clients...
MutualFundWire.com -
Wednesday, May 19, 2021
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An Ex Fundster Chief Resurfaces At a $30B-AUMA WM Firm
The firm is based in Louisiana, though the exec is in Texas...
MutualFundWire.com -
Tuesday, May 4, 2021
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Thornburg's Brady Hires a 25-Year USAA Vet
The new hire joins a team that manages $9.3 billion in mutual funds, SMAs, and institutional strategies...
MutualFundWire.com -
Thursday, April 29, 2021
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A $2T-AUM Investing Chief Passes the Reins
The 32-year company veteran is preparing to retire...
MutualFundWire.com -
Friday, April 23, 2021
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Some Fundsters and Fund Firms Sign a Voting Rights Ad
More than 500 CEOs and companies put their names on a double-page ad yesterday...
MutualFundWire.com -
Thursday, April 15, 2021
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Semi-Retirement Calls to a Fund-Marketer-Turned-Consultant
His move is a first for a familiar ally to mutual fund firms...
MutualFundWire.com -
Monday, April 12, 2021
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A Hedge Fundster Joins a $35B-AUM Firm's C-Suite
The Midwestern fund firm's chief is adding a COO...
MutualFundWire.com -
Friday, March 26, 2021
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Morgan Stanley and Virtus Dominate These Awards' Top Tier
32 fund firms' offerings reached the top of a new best mutual funds list...
MutualFundWire.com -
Friday, March 26, 2021
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Fidelity and Vanguard Led the Way In February
The M* team updates U.S. flows data for February 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 23, 2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com -
Friday, March 12, 2021
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A $402B-AUM Multinational Hires a Client Experience Chief
The exec will be based on the other side of the pond...
MutualFundWire.com -
Tuesday, March 9, 2021
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At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader
The new hire at the Lone Star State firm hails from the Denver area...
MutualFundWire.com -
Monday, March 8, 2021
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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
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Reader Rating: 5
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A 17-Year-Old Compliance Ally Extends Its Brand
A longtime ally to fundsters is streamlining his firm's branding to underscore its expanded suite of support...
MutualFundWire.com -
Tuesday, February 9, 2021
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Reader Rating: 5
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Week In Preview, February 8 - February 14
This week, the teams at Broadridge and MFDF will host online events...
MutualFundWire.com -
Monday, February 8, 2021
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A $7.8B-AUM Fund Firm's CEO Appoints Eight
The faith-based firm specializes in ESG investing...
MutualFundWire.com -
Friday, February 5, 2021
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A Franklin Boutique Lifts Out a $2.7B-AUM Team
The deal includes a pair of PMs, a research associate, and a pair of mutual funds...
MutualFundWire.com -
Wednesday, February 3, 2021
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Small Firms' Outflows Rose 23-Fold In 2020
The M* team updates U.S. flows data for December 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, January 21, 2021
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Four Dodge & Cox Leaders Prepare to Exit
The San Fran fund firm's chairman and CEO reveal a host of upcoming leadership changes...
MutualFundWire.com -
Wednesday, January 20, 2021
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