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News Stories Archives - Since 1998
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Week in Preview January 13 - 20
This week, the teams at BlackRock, Goldman Sachs, J.P. Morgan, MFDF, MMI, Morgan Stanley, and State Street are hosting events...
MutualFundWire.com -
Monday, January 13, 2025
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Archard Follows a $716MM-AUM ETF With a Pair of Launches
The AB team is rolling out another two options-powered active ETFs.
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MutualFundWire.com -
Friday, January 10, 2025
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Amplify Preps a $66MM-AUM Liquidation
The Chi-Town area fund firm's team is preparing to shut down an active ETF before its fourth birthday...
MutualFundWire.com -
Friday, January 10, 2025
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A 45-Year-Old AM Preps Its Active ETF Debut
A SoCal fund firm's team is preparing to enter the ETF space...
MutualFundWire.com -
Thursday, January 9, 2025
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McCabe Boosts a New Lineup to 7 and Plans 10 More
The folks at Philly area shop are rolling out a quartet of new ETFs and prepping many more...
MutualFundWire.com -
Wednesday, January 8, 2025
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Most FAs Access Alts In Liquid Form ... For Now
New research suggests that semi-liquid and illiquid alternatives are gaining favor with financial advisors, while liquid alts may soon be losing some ground...
MutualFundWire.com -
Wednesday, January 8, 2025
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Reader Rating: 5
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With a New Ally, Gleich Triples His Int'l ETF Suite
The folks at a Midwestern fund firm are expanding their ETF lineup to 20 with a pair of launches powered by an asset manager across the pond...
MutualFundWire.com -
Tuesday, January 7, 2025
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Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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Week in Preview, January 6 - 12
This week, the MFDF and WE teams are hosting events, and the ETF.com team is closing nominations for some awards...
MutualFundWire.com -
Monday, January 6, 2025
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Jablonski Adds a RIOT Fund, And ...
The Defiance team partners with a familiar ally to roll out another leveraged ETF focused on a single security. They're prepping three others...
MutualFundWire.com -
Friday, January 3, 2025
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An Income ETF Shop Targets 20+ Year Treasuries
A Connecticut team rolled out another actively managed fund last month...
MutualFundWire.com -
Thursday, January 2, 2025
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Money Fund Flows Rebound By $53B, But ...
The M* team updates U.S. flows data for November 2024 for money market mutual funds...
MutualFundWire.com -
Friday, December 27, 2024
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BlackRock Repeats As Passive Inflows Rise By $36B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 26, 2024
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12 of MFWire's Most Popular 2024 Stories
Here's a glimpse at what MFWire readers checked out in this crazy year.
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MutualFundWire.com -
Thursday, December 26, 2024
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Merry Christmas Eve!
MFWire will be closed tomorrow in observance of the Christmas Day market holiday...
MutualFundWire.com -
Tuesday, December 24, 2024
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How Often Do FAs Want to Meet With Wholesalers?
New research suggests that the answer is actually in line with current wholesaler practices, at least for "focus advisors."..
MutualFundWire.com -
Tuesday, December 24, 2024
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With $465MM, a Gotham ETF Newcomer Wins
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, December 23, 2024
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TCM's Inflows Quadruple to $1.4B
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, December 20, 2024
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A Gotham Shop Un-Simplifies a $260MM ETF's Brand
Updated | The folks at a Big Apple fund firm have changed the name of a two-year-old, actively managed fund. They also added another PM...
MutualFundWire.com -
Friday, December 20, 2024
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The Fund Giants Had a $110B November
The M* team updates U.S. flows data for November 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 19, 2024
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30 of the Best Fund Firm Workplaces In 2024
A trade publication's team reveals the winners of their 13th annual awards program...
MutualFundWire.com -
Wednesday, December 18, 2024
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Post-Acquisition, a $6.8B-AUM AM Builds an Interval Fund
A team near Gotham is rolling out a private credit offering...
MutualFundWire.com -
Tuesday, December 17, 2024
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Aguilar, Le, and Two AMs Win Big In Vegas
The folks at an advisor-focused trade publication recognized 85 award winners last week, including several on the asset management side of the business...
MutualFundWire.com -
Tuesday, December 17, 2024
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Week In Preview, December 16 - 22
This week, the teams at IMEA, MFDF, and US SIF are hosting events...
MutualFundWire.com -
Monday, December 16, 2024
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$1.03T In 11 Months
An industry research team offers November 2024 data on one side of the asset management business...
MutualFundWire.com -
Friday, December 13, 2024
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Roberge Brings a 100YO Giant to ETF World
The OG U.S. open-end mutual fund firm has entered the ETF side of the business with a quintuple launch...
MutualFundWire.com -
Thursday, December 12, 2024
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Stanek Celebrates a $1.8B-AUM Duo, And ...
Two of a Midwestern AM's funds gain their five-year track records, and another PM is joining the team that runs those funds...
MutualFundWire.com -
Wednesday, December 11, 2024
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Kate and Joe Think About Strat Partnerships
The leaders of a Tar Heel State state giant come to the Big Apple and talk to the press...
MutualFundWire.com -
Tuesday, December 10, 2024
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A San Fran Team Celebrates a $379MM-AUM Tin Anniversary
The index provider's first ETF debuted a decade ago, and they've launched two in recent years...
MutualFundWire.com -
Tuesday, December 10, 2024
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Week in Preview, December 9 - 15
This week, the teams at Allspring, IMEA, MFDF, Nicsa, SEC, T. Rowe Price, and WE will host events...
MutualFundWire.com -
Monday, December 9, 2024
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It's Paul! Pan and WSJ Cheer
Yesterday U.S. President-elect Donald Trump officially revealed his choice for taking over the top mutual fund industry regulator next year...
MutualFundWire.com -
Thursday, December 5, 2024
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Has Trump Chosen #34?
The U.S. President-elect has reportedly picked a familiar successor for outgoing SEC Chair Gary Gensler. Is it déjà vu all over again?..
MutualFundWire.com -
Wednesday, December 4, 2024
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With Vident and SEI, a $170B-AUM AM Enters the ETF Space
A Mid-Atlantic asset manager's team has rolled out their first exchange-traded fund by transforming some SMAs...
MutualFundWire.com -
Monday, December 2, 2024
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Week in Preview, December 2 - 8
This week, the teams at Gamco, IDC, Natixis, Nicsa, and WE will host events...
MutualFundWire.com -
Monday, December 2, 2024
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Goldman Pulls Ahead With $21B, But Industry Inflows Slow
The M* team updates U.S. flows data for October 2024 for money market mutual funds...
MutualFundWire.com -
Friday, November 29, 2024
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With a 2025 Deal, a $9B-AUMA AM Will Come to Gotham
The folks at a Tar Heel ETF strategist are preparing to buy an 18-year-old fund firm in the Empire State...
MutualFundWire.com -
Friday, November 29, 2024
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Happy Thanksgiving Eve!
MFWire will be closed tomorrow in observance of the Thanksgiving Day market holiday...
MutualFundWire.com -
Wednesday, November 27, 2024
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Passive Funds Add $93B As Active Outflows Double
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, November 27, 2024
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Small Firms' Net Flows Fall $1.5B From September, But ...
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 26, 2024
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With $2.6B, Baird Keeps the Lead
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 26, 2024
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Inflows Jump to $82B, Despite an AUM Slip
The M* team updates U.S. flows data for October 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, November 25, 2024
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Jan Celebrates a Global VanEck Pearl
Earlier this month, one of the $118-billion-AUM fund firm's offerings reached its 30th birthday...
MutualFundWire.com -
Friday, November 22, 2024
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Gensler Prepares to Cut His Term Short
As Trump prepares to return to the White House, Biden's top Wall Street sheriff has publicly declared when he plans to say goodbye...
MutualFundWire.com -
Thursday, November 21, 2024
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Stumm Completes a $380MM-AUM Pair of Adoptions, And ...
A third adoption deal is expected to close in about three months. All three deals involve funds from the same multinational asset manager, which becomes the adoptees' subadvisor...
MutualFundWire.com -
Thursday, November 21, 2024
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IMPACT 2024 Is Schwab's Changing of the Guard
Nearly 5,000 people have converged on the RIA custodian's former hometown for the three-day conference, now in its 34th year...
MutualFundWire.com -
Wednesday, November 20, 2024
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ETF AUM Dips 0.2 Percent, Despite a $23B Inflows Jump
An industry research team offers October 2024 data on one side of the asset management business...
MutualFundWire.com -
Tuesday, November 19, 2024
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Week In Preview, November 18 - 24
This week, the teams at Hennessy, IMEA, MFDF, Schwab, T. Rowe Price, and WE will host events...
MutualFundWire.com -
Monday, November 18, 2024
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Did a $746B-AUM AM Integrate ESG Firmwide? SEC Cries Foul
A unit of a publicly traded, multinational fund firm has agreed to pay a $17.5-million civil penalty to end the case, without admitting or denying the allegations...
MutualFundWire.com -
Friday, November 15, 2024
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An Activist Sells 58 Percent of His IVZ Over 2 Years
An activist investor pulls chips off the table from one asset management bet. Yet he continues to leave intact his longstanding stake in another fund firm...
MutualFundWire.com -
Thursday, November 14, 2024
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A $572B-AUM Direct Indexer Powers Up a 3rd ETF
The subadvisor is a subsidiary of the new fund's $1.6-trillion-AUM provider...
MutualFundWire.com -
Wednesday, November 13, 2024
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533 People Help an ETF Titan Set a World Record
Late last month, an asset manager's team gathered folks in the Big Apple to attempt to beat a Guinness World Record. They did it!..
MutualFundWire.com -
Wednesday, November 13, 2024
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A $32B-AUM WM Firm Expands Its ETF Compound
A Gotham investment advisory firm's team is rolling out their second ETF. Like the first, this one is translucent fund with an active, concentrated strategy...
MutualFundWire.com -
Tuesday, November 12, 2024
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A 31YO AM Launches a Mutual Fund As Seed Capital
The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets...
MutualFundWire.com -
Monday, November 11, 2024
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Week In Preview, November 11 - November 17
This week, the teams at Baron, Expect Miracles Foundation, ICI, IDC, MFDF, MMI, and WE will host events...
MutualFundWire.com -
Monday, November 11, 2024
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1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
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A $77B-AUMA CA Firm Will Shutter Its Sole MF
The liquidation of the seven-year-old mutual fund is scheduled for January 3...
MutualFundWire.com -
Friday, November 8, 2024
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A $1.3T-AUM AM Preps an 11th FI ETF
The new, passively managed fund is expected to debut in less than two weeks...
MutualFundWire.com -
Thursday, November 7, 2024
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A 20-Year JPM Vet Takes Over a $12B-AUM Boutique
The Keystone State asset manager has been in the mutual fund business for 36 years...
MutualFundWire.com -
Thursday, November 7, 2024
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F/m and a 33YO Subadvisor Greenlight Their 1st Equity ETF
The new fund is also the fund firm's first subadvised ETF and the subadvisor's first ETF ever...
MutualFundWire.com -
Wednesday, November 6, 2024
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From NYSE to NYSE? A $68MM-AUM Duo Shifts
A SoCal fund firm switches the listings of its two ETFs...
MutualFundWire.com -
Wednesday, November 6, 2024
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With $700MM, a $16B-AUS Insti AM Adds a 5th ETF
The move comes after the firm's team launched their first three ETFs in August and a fourth earlier in October...
MutualFundWire.com -
Tuesday, November 5, 2024
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23 Years In, a Biz Dev Chief Joins a $12B-AUM AM's Board, And ...
The executive has also been promoted to managing director at the employee-owned fund firm...
MutualFundWire.com -
Tuesday, November 5, 2024
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Week In Preview, November 4 - November 10
This week, the teams at AMG, Diamond Hill, Franklin Templeton, MFDF, Voya, and WE are hosting events...
MutualFundWire.com -
Monday, November 4, 2024
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In SoCal, a 40YO Boutique Enters the ETF Space
A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund...
MutualFundWire.com -
Friday, November 1, 2024
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Crossing $2B, an FL ETF Shop Tackles Investor Exposure to the Giant Stocks
A six-year-old boutique's folks are teaming up with a familiar ally to launch another index fund...
MutualFundWire.com -
Thursday, October 31, 2024
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12 Fund Firms Win Big In Manhattan, And ...
A full list of award winners will reportedly be available soon...
MutualFundWire.com -
Thursday, October 31, 2024
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As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com -
Wednesday, October 30, 2024
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Reader Rating: 3
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JPMAM Fivepeats As Active Flows Improve By $18B, And ...
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 29, 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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With $790MM, PTAM Pulls Ahead
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 28, 2024
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Week In Preview, October 28 - November 3
This week, the teams at Broadridge, ETFGI, IDC, Janus Henderson, MFDF, MMI, Nicsa, Prudential, Tiburon, and WE will host events...
MutualFundWire.com -
Monday, October 28, 2024
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Baird Repeats, Netting $4.8B
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, October 24, 2024
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For Its Wood Anniversary, a Core Equity ETF Crosses $1B
The folks at a $642-billion-AUM fund firm are celebrating a big milestone for one of their ETFs...
MutualFundWire.com -
Thursday, October 24, 2024
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For Fund 7, a Quant Shop Combines Bitcoin and Options
The folks at a startup asset manager in Connecticut are expanding their fund lineup...
MutualFundWire.com -
Wednesday, October 23, 2024
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Vanguard Threepeats, With a 63-Percent Inflows Boost
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
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A $1.3T-AUM AM and a $9.4B-AUM Boutique Celebrate a Tin Anniversary
The folks at an options-based team are highlighting a milestone birthday for one of their mutual funds...
MutualFundWire.com -
Tuesday, October 22, 2024
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MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2024
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Week In Preview, October 21 - October 27
This week, the teams at AB, Ameriprise, Expect Miracles, Federated Hermes, IDC, IMEA, Informa, Invesco, M*, Northern Trust, Principal, Virtus, and WE will host events...
MutualFundWire.com -
Monday, October 21, 2024
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In FL, a 44YO Research Shop Floats Its 1st ETF, And ...
The folks at a Sunshine State firm are teaming up in the Midwest to enter the ETF business...
MutualFundWire.com -
Friday, October 18, 2024
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Gold Plus Bitcoin? An NYC Shop Enters the ETF Biz, Stacking Up Allies
A Brooklyn startup's folks are teaming up to launch their first exchange-traded fund...
MutualFundWire.com -
Thursday, October 17, 2024
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ETF Inflows More Than Double, Reaching $741B
An industry research team offers September 2024 data on one side of the asset management business...
MutualFundWire.com -
Thursday, October 17, 2024
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GQG Preps a $685MM-AUM, Triple Transformation
The team at the Sunshine State asset manager is preparing to rebrand and adjust the strategies of a trio of three-year-old funds...
MutualFundWire.com -
Wednesday, October 16, 2024
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Nuveen and Principal AM Dodge a Hack That Hit 6MM
Updated | Though the incident occurred last fall, it only came to light over the last several months...
MutualFundWire.com -
Tuesday, October 15, 2024
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Week In Preview, October 14 - October 20
This week, the teams at ICI, MFDF, MMI, Morgan Stanley, Schwab, Sohn, State Street, and WE will host events...
MutualFundWire.com -
Monday, October 14, 2024
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Gleich Shares INFO About a Quant Launch
A subadvised fund firm's team partners with a $32-billion-AUM quant shop...
MutualFundWire.com -
Friday, October 11, 2024
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With Help From RBB, a $138B-AUM AM Nears ETF World
A Gotham fund firm's team is preparing to roll out their first ever ETFs...
MutualFundWire.com -
Thursday, October 10, 2024
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Ten of the Richest U.S. Fundsters In 2024
A business publication reveals its 43rd annual flagship list of wealthy Americans...
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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Week In Preview, October 7 - October 13
This week, the teams at Alger, BlackRock, BNY Mellon, Expect Miracles Foundation, ICI, J.P. Morgan, MFDF, WE, and WealthManagement.com will host events...
MutualFundWire.com -
Monday, October 7, 2024
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Post-Rebranding, a $727B-AUM AM Plans 3 Liquidations
An insurer's asset management team is preparing to shut down a trio of passively managed ETFs...
MutualFundWire.com -
Friday, October 4, 2024
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Accused of Going Too Far With NDAs, a $155B-AUM AM Settles
Federal regulators find that the firm's treatmant of job candidates and an ex-employee violated whistleblower protections under Dodd-Frank...
MutualFundWire.com -
Thursday, October 3, 2024
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A 93-Year-Old AM's Scion Takes Over, And ...
A familiar PM is joining the team powering one of the Midwestern asset manager's funds...
MutualFundWire.com -
Wednesday, October 2, 2024
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A $35B-AUMS AM and a Midwestern Ally Ladder Up 4 ETFs
The two firm's teams are rolling out a new fund built out of several others...
MutualFundWire.com -
Tuesday, October 1, 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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2 Gotham Shops Add 1 AI-Powered Fund, And ...
The folks at a four-year-old asset manager and a 16-year-old quant are rolling out one fund and prepping three more...
MutualFundWire.com -
Monday, September 30, 2024
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Week In Preview, September 30 - October 6
This week, the teams at Expect Miracles Foundation, Fuse, MFDF, MMI, Nicsa, and WE will host events...
MutualFundWire.com -
Monday, September 30, 2024
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With 3 Debuts, a $45B-AUM AM Targets Dividends, Global Growth, and Patents
A Keystone State fund firm's team recently launched three more index funds, as expected...
MutualFundWire.com -
Friday, September 27, 2024
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Fido and BlackRock Lead an $83B Rebound
The M* team updates U.S. flows data for August 2024 for money market mutual funds...
MutualFundWire.com -
Friday, September 27, 2024
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Passive Flows Are Still Up 4X, Despite a $46B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 26, 2024
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PTAM Leads With $218MM
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, September 26, 2024
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