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News Stories Archives - Since 1998
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JPM Keeps the Lead As Active Inflows Double
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, July 27, 2021
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Schwab and First Trust Dominate
The M* team updates U.S. flows data for June 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 15, 2021
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Long-Term Inflows Fall By 19 Percent
The M* team updates U.S. flows data for April 2021 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, May 14, 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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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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Vanguard and Virtus Top Two Lists
A related list is led by Manning and Napier...
MutualFundWire.com -
Friday, February 26, 2021
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2020 Fund Flows Swing Back to Black
The M* team updates U.S. flows data for October 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 17, 2020
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In Jersey, Dallmer Finds DFA's Next C-Suiter
The new hire will join the $514-billion-AUM Lone Star State fund firm next week...
MutualFundWire.com -
Thursday, September 10, 2020
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Titans' Inflows Climb Another 85 Percent
The M* team updates U.S. flows data for June 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, July 16, 2020
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Inflows Jump 68 Percent For the Titans
The M* team updates U.S. flows data for May 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, June 12, 2020
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$218B Flows Out of the Giants
The M* team updates flows data for March 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, April 15, 2020
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JPMAM and Vanguard Lead
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 23, 2020
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Inflows Plunge By 69 Percent
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, March 16, 2020
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170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com -
Friday, March 06, 2020
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Vanguard Leads Both Sides
The M* team updates flows data for January 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, February 21, 2020
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Reader Rating: 5
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The $43B Month
The M* team updates flows data for January 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, February 13, 2020
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The $183B Year
The M* team updates flows data for December 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, January 15, 2020
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A Bank's Active Funds Lead
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 19, 2019
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While Active Outflows Vanish, BlackRock Three-Peats
The M* team updates flows data for November 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, December 12, 2019
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One Titan's Passive Inflows Double
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Friday, November 15, 2019
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Passive Inflows and Active Outflows Both Fall
The M* team updates flows data for October 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 12, 2019
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Passive Inflows Double In Two Months
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 21, 2019
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BlackRock Retakes the Lead, But ...
The M* team updates flows data for September 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 14, 2019
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Barse Teams Up With an Expanding ETF Startup
The former Third Avenue chief is leading a firm whose index is powering a new ETF...
MutualFundWire.com -
Monday, October 07, 2019
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Lord Abbett Takes the Active Lead
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 24, 2019
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Active and Passive Both Suffered Billions In August Outflows
The M* team updates flows data for August 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, September 17, 2019
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Active Outflows Disappear As Passive Inflows Fall
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 19, 2019
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One Fund Firm's Inflows Fall $38B In a Month
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, August 12, 2019
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Pimco and BlackRock Win In June
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 22, 2019
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The Three ETF Titans Crushed It In June
The M* team updates flows data for June 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, July 15, 2019
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Cap Group and Vanguard Retake Their Leads
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, June 20, 2019
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The Leviathan Recovers the Pole Position
The M* team updates flows data for May 2019 for ETFs and long-term, open-end mutual funds.
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MutualFundWire.com -
Thursday, June 13, 2019
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McDonough Picks Invesco's Next Third-Party NSM
An OpFunds exec takes over a team focused on the 529 and insurance channels...
MutualFundWire.com -
Friday, May 31, 2019
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The Invesco-OpFunds Deal Closes, and More Chips Fall
The fates of four more top execs come to light, and funds begin to move. Expense cuts are reportedly on-target...
MutualFundWire.com -
Tuesday, May 28, 2019
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A Midwestern Shop Leads the Active Pack
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, April 23, 2019
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The Largest Firms Gobble 98 Percent of Flows
The M* team updates flows data for March 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 15, 2019
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Passive Inflows Drive February Growth
M* updates flows data for February 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 12, 2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
Yesterday fundsters gathered in midtown Manhattan for a 17th annual industry awards bash...
MutualFundWire.com -
Friday, March 08, 2019
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Who Gained Market Share In 2018?
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Thursday, January 31, 2019
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Only Five Behemoths Netted December Inflows
M* updates ETF and long-term, open-end mutual fund flows data for December 2018...
MutualFundWire.com -
Friday, January 18, 2019
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Only Two Firms Added More Than $10B In 2018
M* Direct updates mutual fund and ETF flows estimates for all of 2018...
MutualFundWire.com -
Thursday, January 17, 2019
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Reader Rating: 4
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Jack Bogle Dies
The Vanguard founder passes away at the age of 89...
MutualFundWire.com -
Wednesday, January 16, 2019
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Reader Rating: 5
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Passive Inflows and Active Outflows Rise
M* updates ETF and long-term, open-end mutual fund flows data for November 2018...
MutualFundWire.com -
Monday, December 24, 2018
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BlackRock Catapults Back to the Lead
M* updates flows data for ETFs and long-term open-end mutual funds for November 2018...
MutualFundWire.com -
Monday, December 17, 2018
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Vanguard Simultaneously Won and Lost Last Month
M* updates October 2018 flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, November 27, 2018
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Two-Thirds of the Giants Suffer Outflows
M* updates flows data for ETFs and long-term open-end mutual funds for October 2018...
MutualFundWire.com -
Monday, November 19, 2018
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New Lens: Active vs Passive Winners
M* updates flows data for ETFs and long-term, open-end mutual funds in September 2018...
MutualFundWire.com -
Wednesday, October 17, 2018
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SSgA Rebounds, and Vanguard's Flows Double
M* updates flows data for ETFs and long-term open-end mutual funds for September 2018...
MutualFundWire.com -
Wednesday, October 10, 2018
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After 14 Years With Lord Abbett, a Partner Exits
Earlier in his career, the exec worked with the SEC...
MutualFundWire.com -
Tuesday, October 02, 2018
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GSAM Roars, and BlackRock Retakes the Lead
M* updates flows data for ETFs and long-term, open-end mutual funds for August 2018...
MutualFundWire.com -
Friday, September 14, 2018
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Week In Preview, September 10-16
This week the teams at Echelon, Finra, FRA, the IDC, InvestmentNews, MMI, Opal, and the SEC are all hosting events...
MutualFundWire.com -
Monday, September 10, 2018
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A Consultant Relations Director Joins Lord Abett in Chi-Town
The New hire will work with RIAs and family offices. ..
MutualFundWire.com -
Wednesday, August 22, 2018
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BlackRock and PGIM Gain a Key Distro Ally
A big B-D adds the two asset managers to a list of eight other strategic product partners...
MutualFundWire.com -
Tuesday, July 31, 2018
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Week In Preview, July 16-22
This week the teams at CNBC, ExchangeTradedFunds.com, and Institutional Investor are all hosting events in the Big Apple...
MutualFundWire.com -
Monday, July 16, 2018
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There's a New Reigning Champ Among Fund Firms
M* release its monthly flows report for May 2018...
MutualFundWire.com -
Friday, June 29, 2018
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Week In Preview, June 4-10
This week the teams at the 30% Club, BlackRock, the FPA, the FSI, the MFDF, Pershing, and U.S. Bancorp Fund Services are all hosting events...
MutualFundWire.com -
Monday, June 04, 2018
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As an 18-Year Lord Abbett Vet Retires, Two Bernards Rise
A partner departs the Garden State mutual fund shop...
MutualFundWire.com -
Thursday, April 26, 2018
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Week In Preview, March 26 - April 1
The MFDF team is hosting two events this week...
MutualFundWire.com -
Monday, March 26, 2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
Yesterday about 180 fundsters gathered in midtown Manhattan for the 16th annual edition of an industry awards bash...
MutualFundWire.com -
Wednesday, February 28, 2018
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Reader Rating: 5
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Foster Retires and Keeps the Lord Abbett Reins in Distro Hands
The employee-owned asset manager's ninth managing partner in its history (and the first woman to hold that title) reveals her retirement plans and her successor...
MutualFundWire.com -
Wednesday, January 24, 2018
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Follow the Fundsters - October 20, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Friday, October 20, 2017
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Filings For Fundsters - September 25, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com -
Monday, September 25, 2017
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Week In Preview, September 18-24
The fall event season is in full swing...
MutualFundWire.com -
Monday, September 18, 2017
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Follow the Fundsters - September 12, 2017
Hires, fires and the like!..
MutualFundWire.com -
Tuesday, September 12, 2017
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Fink Refocuses McCombe on One Role
One of the BlackRock chief's few rumored possible successors is passing off one hat while hanging on to another...
MutualFundWire.com -
Tuesday, September 12, 2017
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A Fund Firm Triples the Ante With Its Attack on the Pharmaceutical Enron
A Garden State mutual fund is attacking a beleaguered, infamous drug company, alleging $80 billion in investor losses...
MutualFundWire.com -
Tuesday, August 29, 2017
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Filings For Fundsters - August 25, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, August 25, 2017
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Filings for Fundsters - August 21, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, August 21, 2017
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Filings for Fundsters - August 2, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, August 02, 2017
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Filings for Fundsters - July 28, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, July 28, 2017
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20 Fund Firms Team Up With LPL For a New Mini-Mart
The Mutual Fund Only platform will be available to LPL advisors and institutions in early 2018.....
MutualFundWire.com -
Thursday, July 13, 2017
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Levinson Brings a Cohen and Steers Alum to Hartford
The new hire will be focused on growing and strengthening Hartford's B-D relationships.....
MutualFundWire.com -
Thursday, June 29, 2017
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Schwab and Guggenheim Had a Huge April, and BlackRock Nudges Past Vanguard
M* releases its latest monthly fund flows report...
MutualFundWire.com -
Wednesday, May 17, 2017
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ICI GMM 2017 Wrap Up
After two days of sessions and networking, the mutual fund industry trade group's flagship Washington, D.C. conference will wind down this morning after a regulatory discussion from the chief and more...
MutualFundWire.com -
Friday, May 05, 2017
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The Institutionalization of Retail Is Accelerating
Fundster panelists on the ICI GMM main stage speak about the future of asset management...
MutualFundWire.com -
Thursday, May 04, 2017
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Week In Preview: ICI GMM and More
Paul Schott Stevens and his team are bringing fundsters back to D.C. this week. AIMSE, Envestnet, Gerstein Fisher, IMCA, and the PSCA are also holding events...
MutualFundWire.com -
Monday, May 01, 2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
99 mutual fund shops win at an industry awards show in the Big Apple, and most won multiple awards...
MutualFundWire.com -
Friday, March 24, 2017
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Reader Rating: 3
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13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com -
Friday, March 17, 2017
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Hold the T Shares?
Fiduciary reg limbo is shaking things up when it comes to the future of mutual fund distribution...
MutualFundWire.com -
Tuesday, March 07, 2017
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Filings for Fundsters - February 22, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Wednesday, February 22, 2017
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Masom Picks a Legg National Accounts Chief, For Now
A key distro exec heads to Morgan Stanley and another rises. Stay tuned for more info later this year...
MutualFundWire.com -
Monday, February 13, 2017
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Filings for Fundsters - December 20, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, December 20, 2016
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Big ETF Shops and Lord Abbett Shined in August
Last month both active outflows and passive inflows slowed but didn't stop. And of course you know who is still on top, for 11 months and counting...
MutualFundWire.com -
Friday, September 16, 2016
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Fisher Consolidates MainStay's FA Sales Under One Chief
A top exec moves on from the New York Life subsidiary, and another expands his role...
MutualFundWire.com -
Friday, June 03, 2016
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Seven Months and Counting: Vanguard Is Still On Top
M* releases mutual fund flows estimates for April 2016...
MutualFundWire.com -
Monday, May 16, 2016
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Fresh Off a Post-Deal Rebrand, a Small Fund Shop Builds a Sales Force
Jerry Szilagyi is building out a fourth sibling mutual fund shop...
MutualFundWire.com -
Friday, May 13, 2016
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Envestnet, Natixis, and UBS Win in D.C.
A trade group presents its eight annual industry awards at its annual conference...
MutualFundWire.com -
Wednesday, May 04, 2016
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101 Fund Families Win in Gotham
Thrivent and TIAA win the top honors at a mutual fund industry award show in New York City...
MutualFundWire.com -
Wednesday, March 23, 2016
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Steinmetz Shakes Up OpFunds' C-Suite
Two top execs are heading out amidst a marketing leadership reorg...
MutualFundWire.com -
Thursday, February 18, 2016
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Expect Miracles in Manhattan 2016, In Pictures
Last month more than 300 fundsters and their allies converged in midtown Manhattan to network and raise money for the fight against cancer...
MutualFundWire.com -
Tuesday, February 09, 2016
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500 RIAs and Allies Converge on Miami
A key RIA-ally will kick off its eighth annual conference on Monday...
MutualFundWire.com -
Friday, December 04, 2015
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After Seven Hires, a Beantown Quant Has Nearly Covered the Map
A mutual fund boutique's chief is nearly done filling out his sales force...
MutualFundWire.com -
Monday, October 26, 2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
The wirehouse release details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway...
MutualFundWire.com -
Tuesday, August 11, 2015
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Reader Rating: 3
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Gross Prefers Trespassers to Debtors?
The Janus fixed income guru weighs in on monetary policy, economic woe in Greece and China, ... and the Lord's Prayer?..
MutualFundWire.com -
Friday, July 31, 2015
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Will the SEC Allow These MFs to Lend Money to Their Fellows?
BlackRock and Lord Abbett have both asked for regulatory permission for interfund lending...
MutualFundWire.com -
Wednesday, July 01, 2015
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Where Are the Female Portfolio Managers?
Not many fundster PMs are women. Professions with higher percentages of women include: doctors, lawyers, and accountants and auditors...
MutualFundWire.com -
Tuesday, June 02, 2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
Each of those three big mutual fund shops took home at least 15 awards last night at Lipper's annual fund awards dinner in the Big Apple. TIAA-CREF, MassMutual, and a host of others also won...
MutualFundWire.com -
Wednesday, April 01, 2015
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Lord Abbett Wins Gold
... from to New York-based industry research firm Corporate Insight. ..
MutualFundWire.com -
Friday, February 13, 2015
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61 Partners and Counting: A Top Lord Abbett Sales Exec and Four Others Rise
The Garden State mutual fund shop now has five new partners in its ranks...
MutualFundWire.com -
Tuesday, October 14, 2014
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Two Partners Depart Lord Abbett
The Garden State mutual fund shop's team said goodbye to a pair of execs last week...
MutualFundWire.com -
Monday, September 08, 2014
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