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News Stories Archives - Since 1998
With a 54-Percent Inflows Jump, WisdomTree Wins
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, September 21, 2023
With $1.998B, Schwab Regains the Lead
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, September 20, 2023
Fido Wins With $8B As Passive Flows Fall 83 percent
The M* team updates U.S. flows data for August 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 19, 2023
AMs' Profits Fall 21 Percent, But ...
New research from an ally to fundsters underscores the diverging fortunes of alternative and traditional asset managers...
MutualFundWire.com - Tuesday, September 19, 2023 - Reader Rating: 5
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
Week In Preview, September 18 - September 24
This week, the teams at the Expect Miracles Foundation, ICI, IMEA, MFDF, MMI, and WE are hosting events...
MutualFundWire.com - Monday, September 18, 2023
Crossmark Adds a 5-Year Voya IM Alum
The new hire joins the fund firm's wholesaling team to cover the Southeast region...
MutualFundWire.com - Friday, September 15, 2023
Stock Funds Drive an $18B Flows Reversal
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, September 15, 2023
Fund #2 Crosses $100MM In 20 Months
A Southwestern boutique's team celebrates a big milestone for their shop's second mutual fund...
MutualFundWire.com - Wednesday, September 13, 2023
Seven Fund Firms Win On a 2023 List
A business magazine teams up with a workplace culture specialist to recognize 100 employers in financial services and insurance...
MutualFundWire.com - Tuesday, September 12, 2023
Week In Preview, September 11 - September 17
This week, the teams at ICI, IDC, MFDF, MMI, Stradley Ronon, and WE will host events...
MutualFundWire.com - Monday, September 11, 2023
Industry Inflows Rise to $9.6B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, September 8, 2023
Teaming Up, a $64B-AUM Firm Enters the ETF Space
After launching one ETF last week, watch for the mutual fund firm and a key ally to roll out a suite of ETFs next year...
MutualFundWire.com - Thursday, September 7, 2023
Six Years In, a Small Cap Fund Exceeds $3B
An ETF shop's team is celebrating a big milestone for the second biggest fund in their flagship series...
MutualFundWire.com - Wednesday, September 6, 2023
Long-Term Outflows Fall $9B As Money Fund Flows Jump $15B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Tuesday, September 5, 2023
Week In Preview, September 5 - September 10
This week, the teams at ICI, MFDF, and Stradley Ronon will host events...
MutualFundWire.com - Tuesday, September 5, 2023
Will the SEC Accept Bitcoin ETPs? Brace For a Big October Week
In the space of seven days in October, the regulatory agency is scheduled to face at least seven deadlines related to deciding whether or not to approve proposed spot bitcoin exchange-traded products...
MutualFundWire.com - Friday, September 1, 2023
With a Familiar Ally, Am Beacon Joins the ETF Trend, And ...
The subadvised fund firm's team rolls out their first ETF and another open-end mutual fund...
MutualFundWire.com - Thursday, August 31, 2023
15 of the Best Employers For Women Fundsters In 2023
A business publication honors 400 American employers, including more than a dozen in the mutual fund business...
MutualFundWire.com - Thursday, August 31, 2023
Grayscale Preps Next Bitcoin ETF Steps After Its Court Victory
The SEC, too, is reviewing next steps after the decision. Will the Bitcoin ETF floodgates soon open?..
MutualFundWire.com - Wednesday, August 30, 2023
YWCA Celebrates Five Years In the ETF Space
The group is the partner non-profit for an index fund that crossed a big milestone last week...
MutualFundWire.com - Tuesday, August 29, 2023
VanEck Debuts a New Version of a $612MM-AUM Fund
The Gotham fund firm's team unveiled their latest launch last week...
MutualFundWire.com - Monday, August 28, 2023
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
Money Fund Outflows Return As Stock Fund Outflows Quintuple
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, August 25, 2023
6 Percent of AUM, But 18 Percent of Inflows
One slice of the ETF industry has seen more than three years of monthly inflows in a row...
MutualFundWire.com - Friday, August 25, 2023
JPMAM Flows Jump $27B
The M* team updates U.S. flows data for July 2023 for money market mutual funds...
MutualFundWire.com - Thursday, August 24, 2023
JPMAM Threepeats, and BlackRock Repeats
The M* updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, August 23, 2023
Watch For Interval Funds' Widening Lead Over Tender-Offer Funds
The team at a research ally to fundsers expects very different fates for the two product structures...
MutualFundWire.com - Wednesday, August 23, 2023 - Reader Rating: 4
Neos Repeats, Netting $88MM Per Fund
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, August 22, 2023
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
YieldMax Takes the Lead With $303MM
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 21, 2023
Week In Preview, August 21 - August 27
This week, the teams at BlackRock, Nicsa, and WE are hosting events...
MutualFundWire.com - Monday, August 21, 2023
KraneShares' Flows Rebound By $1B
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, August 18, 2023
Stock Fund Outflows Fall 77 Percent As Money Fund Inflows Spike
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, August 18, 2023
VanEck Leads With a 32-Fold Inflows Jump
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, August 17, 2023
Gagliano and Shaffer Join a Distro Support Startup
The move follows the firm's spinoff earlier this year from its five-year-old parent...
MutualFundWire.com - Thursday, August 17, 2023
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
FAs Lean More On Their Go-To Fund Firms
New research from an ally to fundsters suggests that advisors are increasingly concentrating their business with a few asset managers each...
MutualFundWire.com - Wednesday, August 16, 2023
BlackRock Repeats, Netting $17B
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, August 15, 2023
A Cali Startup Says Good Night to Its 3rd Fund
The firm's team is preparing to liquidate an ETF after shuttering two of its siblings last month...
MutualFundWire.com - Monday, August 14, 2023
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
Before a Mass ETF Sale, a $69MM-AUM Fund Will Shutter
The four-year-old fund is scheduled to liquidate later this month, two weeks after a new distributor is expected to step in...
MutualFundWire.com - Friday, August 11, 2023
Industry Inflows Return, Despite Equity Outflows Quadrupling
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, August 11, 2023
The Bull Market Might Not Boost Fundsters' 2023 Bonuses, But ...
A financial services-focused compensation consulting firm's team offers an updated glimpse at what to expect this year from asset managers...
MutualFundWire.com - Thursday, August 10, 2023
A $1.27T-AUM Firm Debuts Its 9th, 10th Active ETFs
One of the new funds "closely mirrors" a ten-year-old, open end mutual fund from the same shop...
MutualFundWire.com - Thursday, August 10, 2023
A $199B-AUM Firm Adds Two Active Fixed Income ETFs
The dual launch expands the Midwestern firm's taxable fixed income ETF lineup to 15 funds in total...
MutualFundWire.com - Wednesday, August 9, 2023
Which FAs Prefer MFs and SMAs For Active Strats?
New research from an industry consulting firm underscores generational differences in advisors' preferences when it comes to investment structure...
MutualFundWire.com - Wednesday, August 9, 2023 - Reader Rating: 5
3 Years, 12 Funds, $90MM In AUM
A Chi-Town fund firm is celebrating the third anniversary of its subadvised buffered ETFs series...
MutualFundWire.com - Tuesday, August 8, 2023
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
Net Flows Fall $36B, And ...
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, August 4, 2023
A $54B-AUM Boutique's 2nd ETF Debuts
The subadvisor is part of a publicly traded asset manager with more than $1.4 trillion in AUM...
MutualFundWire.com - Thursday, August 3, 2023
Houston Sees Principal AM Off to a Good Q3 Start
AUM is up year-over-year, but earnings fell in Q2 and flows turned negative...
MutualFundWire.com - Wednesday, August 2, 2023
SEC Smites an Exiting ETF Entrepreneur, As Expected
The case involves a $4.4-million settlement and comes as another fund firm is poised to adopt all of the settling firm's ETFs...
MutualFundWire.com - Wednesday, August 2, 2023
Week In Preview, July 31 - August 6
This week, the WE team is hosting an event, and several publicly traded firms in the asset management business are releasing earnings reports...
MutualFundWire.com - Monday, July 31, 2023
The $597B Half-Year
The M* team updates U.S. flows data for June 2023 for money market mutual funds...
MutualFundWire.com - Friday, July 28, 2023
Stock Fund Flows Rebound By $5.5B
The LSEG Lipper folks reveal the latest weekly U.S. weekly fund flows data...
MutualFundWire.com - Friday, July 28, 2023
90 Percent of Passive June Inflows Went to Five Firms
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, July 27, 2023 - Reader Rating: 5
Neos Takes the Lead With $99MM Per Fund
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 26, 2023
Strive Leads With $102MM
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, July 25, 2023 Views - Reader Rating: 5
Simplify's Inflows Jump Tenfold
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, July 24, 2023
Week In Preview, July 24 - July 30
This week, several firms in the asset management business will release earnings reports, and the MFDF team will host an event...
MutualFundWire.com - Monday, July 24, 2023
Midside Firms' Outflows Quadruple In Q2
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open mutual funds...
MutualFundWire.com - Friday, July 21, 2023
Over 17 Months of Weekly Outflows
The LSEG Lipper folks reveal the latest weekly U.S. weekly fund flows data...
MutualFundWire.com - Friday, July 21, 2023
Schwab Dominates As Large Firm Outflows Shrink By 89 Percent
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, July 20, 2023
Sam Resigns, Pre-Sale and Post-Wells Notices
It all relates to SEC concerns over disclosures related to an ETF's securities lending activities...
MutualFundWire.com - Thursday, July 20, 2023 Views
Vanguard Leads With $43B
The M* team updates U.S. flows data for June 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, July 19, 2023
Brian Brings an NY Key Accounts Vet to a CA Shop
This New York-based veteran is reporting to a familiar face...
MutualFundWire.com - Tuesday, July 18, 2023
Jeff Preps an $80B-AUM Firm's Recap
The PE-backed, multi-boutique asset manager's recapitalization deal is expected to close by the end of the year...
MutualFundWire.com - Tuesday, July 18, 2023 Views
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
Week In Preview, July 17 - July 23
This week, the teams at Expect Miracles, MFDF, MMI, Schwab, and Thrive are hosting events...
MutualFundWire.com - Monday, July 17, 2023
Net Flows Fall $41B In a Week
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, July 14, 2023
An $870B-AUM Firm Adds Its 30th ETF
The new, passively managed fund is also the asset manager's ninth bond ETF...
MutualFundWire.com - Thursday, July 13, 2023
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
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
3 Years, 26 ETFs, and $2B In AUM
A Gotham startup's team celebrates a milestone...
MutualFundWire.com - Tuesday, July 11, 2023 Views
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
Week In Preview, July 10 - July 16
This week, the teams at IDC and MFDF are hosting events...
MutualFundWire.com - Monday, July 10, 2023
Loomis Powers Natixis IM's 4th ETF
The new fund is the multi-boutique's second ETF powered by this subadvisor...
MutualFundWire.com - Friday, July 7, 2023
Long-Term Inflows Jump By $7B, And ...
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, July 7, 2023
Magoon Preps a Mass Adoption That Would Double His Biz
The asset-only acquisition would bring in 17 ETFs and more than $3.5 billion in AUM. The deal is expected to close by the end of the year...
MutualFundWire.com - Thursday, July 6, 2023
A $25B-AUS Unit Adds 4 ETFs of ETFs
The quartet is actively managed, with expense ratios ranging from 21 to 34 bps...
MutualFundWire.com - Wednesday, July 5, 2023
A Blockchain Creator Joins the Mutual Fund World
Corrected | A startup RIA with a famed founder from the blockchain world is seeking to shake up the mutual fund industry...
MutualFundWire.com - Wednesday, July 5, 2023 Views
Exchanges Amend ETP Apps to ID Coinbase
The custodian that is a part of the ETP surveillance agreements will be Coinbase...
MutualFundWire.com - Monday, July 3, 2023
Week In Preview, July 3 - July 9
This week, the team at US SIF will host an event...
MutualFundWire.com - Monday, July 3, 2023
Stock Fund Flows Bounce Back By $20B
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, June 30, 2023
JPMAM Leads a $145B Rebound
The M* team updates U.S. flows data for May 2023 for money market mutual funds...
MutualFundWire.com - Thursday, June 29, 2023
Strategic ETP Closures Outpace Launches By 80 Percent
Assets also fell last year, despite $148 billion in net inflows...
MutualFundWire.com - Thursday, June 29, 2023
JPMAM Takes the Active Inflows Lead With $5.5B
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, June 28, 2023
Fewer Fundsters Plan Channel Tweaks In 2023
New research from an industry consulting firm shows where national accounts executives plan to adjust their channel coverage. Yet the vast majority of firms say they plan no changes at all...
MutualFundWire.com - Wednesday, June 28, 2023 - Reader Rating: 5
Five Months, $514MM Per Fund In Inflows
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, June 27, 2023
Ross Will Help Guide a Series Trust
The ex-SPDR bigwig joins a board of trustees...
MutualFundWire.com - Tuesday, June 27, 2023 Views
Envestnet's Active Passive Funds Net $339MM
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, June 26, 2023
Week In Preview, June 26 - July 2
This week, the teams at IDC and MFDF will host events...
MutualFundWire.com - Monday, June 26, 2023
BondBloxx Repeats, Winning With $476MM
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Friday, June 23, 2023
Stock Funds Suffer a $37B Flows Reversal
The LSEG Lipper folks reveal the latest weekly U.S. fund flows data...
MutualFundWire.com - Friday, June 23, 2023
With $951MM, Baird Repeats Its Win
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, June 22, 2023
Is Fidelity Really Bidding for Grayscale? Really?
The rumors trace to a tweet by AP_Abacus. He does have a deep source network and a track record of being willing to publish the most out-there gossip to draw readers' attention. Decide for yourself...
MutualFundWire.com - Thursday, June 22, 2023 Views
Bridge Builder's Inflows Triple As Large Firms' Outflows Rise
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, June 21, 2023
SSGA Takes the Lead With $15.6B
The M* team updates U.S. flows data for May 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, June 20, 2023
Week In Preview, June 20 - June 25
This week, the teams at the CFA Society New York, Crane Data, IDC, MFDF, and MMI are hosting events...
MutualFundWire.com - Tuesday, June 20, 2023
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  1. MFDF In Focus: Insights and Lessons Learned from a Retired Funds' CEO, September 21
  2. IMEA roundtable: Portfolio Construction, September 21
  3. WE Pacific NW and CFA Society Seattle Welcome Mixer, September 22
  4. Havener Capital's Boutique Week 2023, Sep 26-29
  5. FT's Future of Asset Management North America, Sep 27-28
  6. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  7. Women In Finance Fall Mix n' Mingle Happy Hour, September 28
  8. Expect Miracles Atlanta Coast Classic, October 2
  9. MFDF webinar - Exchange Traded Funds: A Market Update for Fund Directors, October 4
  10. 4th Annual ETFGI Global ETFs Insights Summit - United States, Oct 4-5
  11. 8th Annual FUSE Forum, October 5
  12. ICI & GCMFA Networking Reception, October 10
  13. 2023 MMI Annual Conference, Oct 11-13
  14. 2023 IDC Fund Directors Conference, Oct 11-13
  15. IMEA Star Awards Celebration, October 17
  16. IMEA Marketing Summit, Oct 17-18
  17. WE South - ETF Conversations, October 17
  18. MFDF Director Discussion Series - Open Forum via Zoom, October 23
  19. ICI 2023 Securities Law Developments Conference - Day 1, October 24
  20. Schwab Impact 2023, Oct 24-26
  21. 2023 MMI Legal & Compliance Seminar, October 26
  22. ICI 2023 Securities Law Developments Conference - Day 2, October 26
  23. MFDF Director Discussion Series - Open Forum (Los Angeles), November 1
  24. IMEA DE&I Roundtable, November 1
  25. IMEA Leadership Summit, Nov 1-2
  26. WIPN Nebraska - 3rd Annual Collegiate Career Exploration Event, November 2




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