News Stories Archives - Since 1998
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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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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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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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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 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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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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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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Feds Attack 'AGiantSchnauzer' Over the Bitcoin ETF SEC Twitter Hack
FBI agents arrested a man who also goes by the handles "Ronin" and "@Easymunny."..
MutualFundWire.com -
Friday, October 18, 2024
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A 104YO Boutique Goes Inside the ETF Space? COPY!
A New England boutique's team is preparing to launch their first ETF later this year...
MutualFundWire.com -
Wednesday, October 9, 2024
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A $3.5B-AUM Systematic Fund Turns 10
The folks at a subadvised fund firm are celebrating a milestone for one of their offerings, which comes in five flavors...
MutualFundWire.com -
Wednesday, October 9, 2024
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An 11-Year-Old AM Builds a PE-Like ETF
The folks at a Gotham fund firm team up with a Beantown arm of a publicly traded multinational's asset manager...
MutualFundWire.com -
Tuesday, October 8, 2024
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16 Years In, an MA Fund Firm Joins the Rising ETF Tide
The folks at a faith-based SRI AM in Massachusetts are launching their first ETF...
MutualFundWire.com -
Monday, October 7, 2024
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A $2.6B-AUM AM Settles, Accused of Failing Its Own Religious Standards
A national regulatory agency smites a Gem State firm, which has agreed to pay a $300,000 penalty...
MutualFundWire.com -
Tuesday, October 1, 2024
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With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch"
A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions...
MutualFundWire.com -
Thursday, September 19, 2024
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Week In Preview, September 16 - September 22
This week, the teams at First Eagle, ICI, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, September 16, 2024
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VanEck Preps a $21MM-AUM Pair of Liquidations
One of the funds is expected to shutter in 11 days, while the other will shut down in about a month...
MutualFundWire.com -
Thursday, September 12, 2024
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A $38.5B-AUM AM Bundles Downside Protection ETFs
A Midwestern liquid alts shop is launching an ETF-of-ETFs...
MutualFundWire.com -
Wednesday, September 11, 2024
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A 51-Year-Old Team Mourns Their Last Founder
The folks at a value equity boutique are saying goodbye to the firm's third namesake...
MutualFundWire.com -
Thursday, August 22, 2024
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GMO Celebates a $1B-AUM First Foray
In nine months, the value equity asset manager's first ever ETF has reached ten-figure territory...
MutualFundWire.com -
Wednesday, August 14, 2024
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With a New Quartet, a 36-Year-Old Quant Shop Enters ETF World
The team at a $10-billion-AUM boutique, part of a $783-billion-AUM asset manager, is rolling out their first four ETFs...
MutualFundWire.com -
Friday, August 2, 2024
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An 11-Year-Old Boutique Adds 3 More ETFs
All three new launches are index funds that involve Solactive...
MutualFundWire.com -
Friday, July 26, 2024
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A Freshly Transformed Muni Fund Doubles In 2 Months, And ...
The fund firm transformed the fund last December. Meanwhile, a new MD is joining the team that runs the fund...
MutualFundWire.com -
Friday, July 26, 2024
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In 30 Months, an Active Bond ETF Reaches $1B
The milestone came a month after the fund's elder sibling surpassed $10 billion in AUM...
MutualFundWire.com -
Thursday, July 25, 2024
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An 87-Year-Old Titan Enters the Active Muni ETF Space
The launch expands the publicly traded firm's active ETF lineup to 16 funds in total...
MutualFundWire.com -
Wednesday, July 10, 2024
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Franklin, Matthews, and 30 Other AMs Win Big In Gotham
A trade publisher's team hosted their annual awards gala earlier this week...
MutualFundWire.com -
Thursday, June 20, 2024
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PGIM Adds FoFs For 2 New ETF Series
The dual launch comes less than six months after the asset manager's team unveiled those series...
MutualFundWire.com -
Friday, June 14, 2024
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Jaaa, This Active ETF Reached $10B
An income fund crosses the milestone after less than four years...
MutualFundWire.com -
Wednesday, June 12, 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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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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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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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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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 Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 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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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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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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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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A $2T-AUM Firm's Money Fund Team Has a Golden Celebration
Sunday would have been the 50th birthday of the asset manager's first money market fund...
MutualFundWire.com -
Wednesday, January 31, 2024
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50 Years, $560B In AUM
The team at a publicly traded asset manager celebrates an anniversary...
MutualFundWire.com -
Thursday, January 18, 2024
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A $4B-AUM ETF Shop Starts a Corp Credit Series
A multi-boutique's team rolls out the first three ETFs in a new series. Watch for them to add seven more ETFs to the new offering...
MutualFundWire.com -
Wednesday, January 17, 2024
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A $35.5B-AUM AM Adds an ETF-of-CEFs
The new fund is the Midwestern firm's 3rd ETF...
MutualFundWire.com -
Tuesday, January 16, 2024
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A $715B-AUM AM Adds a 4th ETF
The new, actively managed fixed income fund debuted earlier this week...
MutualFundWire.com -
Thursday, January 4, 2024
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A $1.2T-AUM Firm Kicks Off Two 12-Fund Series
The first ETFs in both series debuted on Friday. Two more ETFs will debut each month this year...
MutualFundWire.com -
Wednesday, January 3, 2024
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2023...
MutualFundWire.com -
Thursday, December 28, 2023
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125 Years, $1.1T In AUM
Updated | A mutual fund titan's team celebrates a big milestone...
MutualFundWire.com -
Thursday, November 30, 2023
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A Gotham Shop's New ETF Combines Stocks and Another Fund
The new fund debuted on Monday and has about $2.5 million in AUM...
MutualFundWire.com -
Wednesday, November 15, 2023
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Baron Gets In Sync With Shareholders Again
The fundster and his team are hosting their 30th annual client conference, in the Big Apple as per usual...
MutualFundWire.com -
Friday, November 10, 2023
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A $308B-AUM AM Adds a Securitized Income ETF
The firm lays claim to being the fifth largest provider of active fixed income ETFs in the U.S...
MutualFundWire.com -
Thursday, November 9, 2023
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$4B In AUM In Three Years
A publicly traded fund firm's team celebrates a big milestone for one of their active ETFs...
MutualFundWire.com -
Thursday, October 26, 2023
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$138MM In Nine Months
A institutional structured credit asset manager's team celebrates the growth of their first ETF...
MutualFundWire.com -
Wednesday, October 25, 2023
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$62.622B and Counting
The M* team updates U.S. flows data for September 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 23, 2023
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19 Fund Firms Win Big In the Second City
A mutual fund industry trade group honors a number of mutual fund firms...
MutualFundWire.com -
Thursday, October 19, 2023
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Reader Rating: 5
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17 of the Best Large Workplaces For Fundsters In 2023
A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses...
MutualFundWire.com -
Wednesday, October 11, 2023
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A $4B-AUM Firm Helps Investors Bet On Aluminum
A West Coast ETF shop's team is launching a new commodity fund...
MutualFundWire.com -
Tuesday, October 10, 2023
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A 46-Year-Old Firm Debuts Its 2nd ETF
Like the Midwestern firm's first ETF, the new fund is also actively managed...
MutualFundWire.com -
Thursday, October 5, 2023
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One Putnam Succeeds Another Putnam's Successor
A 49-year-old fund firm's CEO passes the reins to a familiar scion...
MutualFundWire.com -
Thursday, October 5, 2023
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Week In Preview, October 2 - October 8
This week, the teams at ETFGI, Expect Miracles Foundation, Fuse, and MFDF are hosting events...
MutualFundWire.com -
Monday, October 2, 2023
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Seven of the Most Trustworthy Fund Firms In 2023
A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business...
MutualFundWire.com -
Thursday, September 21, 2023
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A $47.5B-AUM Firm's 14th ETF Arrives
The new fund is powered by the asset manager's multi-asset solutions team...
MutualFundWire.com -
Monday, September 18, 2023
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Baird Bets On a Liquid Alts Shop, And ...
Updated | Watch for the Midwestern financial services firm to increase its new stake down the line, without becoming the target's majority owner...
MutualFundWire.com -
Thursday, September 7, 2023
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Week In Preview, August 28 - September 4
This week, the IMEA team will host an event, and the end of summer is nigh...
MutualFundWire.com -
Monday, August 28, 2023
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JPMAM Threepeats, and BlackRock Repeats
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 23, 2023
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Ex-Employees Sue a Presidential Candidate and His ETF Startup
The Midwestern subadvisor recently crossed $900 million in AUM, and one of its founders is expected to participate tomorrow in a debate with seven other contenders...
MutualFundWire.com -
Tuesday, August 22, 2023
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Goldman Leads With $854MM
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 16, 2023
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Week In Preview, August 14 - August 20
This week, the teams at the Expect Miracles Foundation and WE are hosting events...
MutualFundWire.com -
Monday, August 14, 2023
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Week In Preview, August 7 - August 13
This week, the teams at Ariel, LPL, MFDF, MMI, and WE are hosting events...
MutualFundWire.com -
Monday, August 7, 2023
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David and Paul Debut Their 26th ETF
The new, actively managed quant fund is designed to mostly invest in total return swaps...
MutualFundWire.com -
Monday, July 17, 2023
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Is the SEC Repeating Past Errors Or Helping MMFs Weather the Next Storm?
The regulatory agency's new money market fund regulations won approval from a divided commission yesterday...
MutualFundWire.com -
Thursday, July 13, 2023
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Surloff Brings an 11-Year Russell Vet Up to the C-Suite, And ...
The fund firm's chief legal officer made a pair of key promotions last month as a 13-year C-suiter retired...
MutualFundWire.com -
Tuesday, July 11, 2023
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13 Years In, a Russell C-Suiter Departs
The exiting executive is an alumnus of MIT, Trinity, and UT...
MutualFundWire.com -
Monday, July 10, 2023
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Via Machine Learning, an NYC Shop Powers a New Long/Short ETF
A three-year-old firm's team is launching a market neutral equity fund...
MutualFundWire.com -
Wednesday, June 14, 2023
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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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