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News Stories Archives - Since 1998
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
What's Next For Bob and His Team? The Putnam chief offers hints as to what comes next, for him and for the firm, after the impending sale... MutualFundWire.com - Thursday, June 1, 2023
The Mountain Comes to Bob. Jenny Makes the Deal Franklin gains a strategic partnership and is poised to snap up a $169-billion-AUM fund firm. .. MutualFundWire.com - Wednesday, May 31, 2023 - Reader Rating: 5
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 - Reader Rating: 5
Reynolds Reveals Putnam's 12th Active ETF The new equity fund debuted last week on the NYSE and focuses on emerging markets, other than China... MutualFundWire.com - Thursday, May 25, 2023
With $3B, Pacer Takes the 2023 Lead The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, April 21, 2023
BNY Mellon Leads With $2.3B The M* team updates U.S. flows data for February 2023 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Monday, March 20, 2023
12 of MFWire's Most Popular Stories of 2022 Here's a glimpse at what MFWire readers checked out in this crazy year... MutualFundWire.com - Friday, December 30, 2022
20 Fund Firms Win Big With FAs An advisor-focused publication reveals the winners of its third annual service awards... MutualFundWire.com - Wednesday, October 5, 2022
A Wirehouse Alum Joins a $176B-AUM Firm's Senior Leadership Team The new hire will serve on the mutual fund firm's operating committee... MutualFundWire.com - Wednesday, September 7, 2022
A Biz School Opens a Building Named For a $176B-AUM Firm's Chief The grand opening ceremony is scheduled for this Friday afternoon, and the fundster and his wife will be there... MutualFundWire.com - Tuesday, August 23, 2022
An 85-Year-Old Firm Preps 8 ETFs The move will triple the asset manager's ETF lineup. Like its existing ETFs, all of the new ones will be actively managed. And five of the new funds will be ESG-focused... MutualFundWire.com - Wednesday, June 8, 2022
An $88B-AUM Multi-Boutique Switches Chiefs A familiar face takes over a 104-employee shop that supports six affiliates... MutualFundWire.com - Tuesday, May 10, 2022
Fidelity Leads As 97 Fund Firms Win Big An industry research organization's team reveals the winners of their 2022 fund awards... MutualFundWire.com - Thursday, March 10, 2022
41 Percent of Shrinking Inflows Go to These Firms The M* team updates U.S. flows data for January 2022 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Wednesday, February 16, 2022
Despite a Rough Finale, Midsize Inflows Returned In 2021 The M* team updates U.S. flows data for December 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, January 20, 2022
The Most Popular Stories of 2021 Here's a glimpse at what MFWire readers checked out in this crazy year... MutualFundWire.com - Friday, December 31, 2021
Midsize Firms' Market Share Falls 55 Percent The M* team updates U.S. flows data for November 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, December 16, 2021
Four Fundster Leaders Win Admiration These execs are among the 100 top women leaders in finance this year, according to a new list... MutualFundWire.com - Tuesday, November 2, 2021
A $100B-AUM AM's Wealth Channel Chief Passes the Reins The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place... MutualFundWire.com - Thursday, August 12, 2021
An Ex-SSGA Distro Leader Joins a B-D Giant The veteran fundster sales exec serves as divisional manager in the East for a publicly traded broker-dealer... MutualFundWire.com - Thursday, July 29, 2021 - Reader Rating: 5
A $198B-AUM AM Adds an Asset Allocation Co-Chief An 11-year company veteran is on the rise at the 84-year-old fund firm... MutualFundWire.com - Thursday, July 1, 2021
Week In Preview, June 28 - July 5 This week, the team at ICI will host an online event... MutualFundWire.com - Monday, June 28, 2021
ProShares and KraneShares Take the Midsize Lead The M* team updates U.S. flows data for May 2021 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Friday, June 18, 2021
Next Up For a $197B-AUM Active Shop: More Alts? The fund firm's chief is keeping an eye out for deals, too... MutualFundWire.com - Wednesday, June 2, 2021
Reynolds Kicks Off Putnam's ETF Push An 84-year-old active mutual fund firm is entering the exchange-traded fund side of the business ... but only on the active side... MutualFundWire.com - Wednesday, May 26, 2021
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
Vanguard and Virtus Top Two Lists A related list is led by Manning and Napier... MutualFundWire.com - Friday, February 26, 2021
More Fundsters Decry Wednesday's Riot In D.C. Asset management leaders are speaking up about the storming of the U.S. Capitol... MutualFundWire.com - Friday, January 8, 2021
The Most Popular Stories of 2020 Here's a glimpse at what MFWire readers checked out in this crazy year... MutualFundWire.com - Thursday, December 31, 2020
FLX Adds Four AMs and a Vault The TPM to asset managers expands its client base and offerings... MutualFundWire.com - Monday, December 7, 2020
MassMutual and Trian Deepen Their Ties With a $1.2T-AUM Titan The moves come amid of rumors of a renewed dealmaking push by backers of the acquisitive, publicly traded, multinational asset manager... MutualFundWire.com - Friday, November 6, 2020
A $328B-AUM Boutique's CIO Heads Out Next year, a 13-year company veteran will step up as CIO at a Beantown fund firm... MutualFundWire.com - Wednesday, October 28, 2020
15 Years In, a Franklin Leader Shifts The exec now leads product and specialty sales for the publicly traded asset management giant... MutualFundWire.com - Monday, October 26, 2020
FLX Expands a Team By Four and Adds a Sage The team at a Basking Ridge, NJ-based firm welcomes new hires and a new advisory board member... MutualFundWire.com - Monday, October 12, 2020
Scanlon Resurfaces At a Texas Shop He previously led national sales for Gamco... MutualFundWire.com - Thursday, September 24, 2020
26 Years In, a Putnam C-Suiter Will Yield to a 23-Year Vet The leadership handoff is scheduled for the middle of 2021... MutualFundWire.com - Monday, September 14, 2020
Fundster CEOs Get Out the Vote, and One Hosts a Fundraiser After hosting an exclusive political luncheon last month, this chief is one of a host of CEOs lining up behind a new effort to boost voter registration and participation... MutualFundWire.com - Thursday, August 6, 2020
45 Firms Win Big, Virtually Ark led the pack with four wins and two "highly commended" mentions... MutualFundWire.com - Monday, July 27, 2020
A Putnam C-Suite Alum Joins a Fund Firm's Parent's Board The exec also sits on a board for an ETF family and a BDC... MutualFundWire.com - Friday, June 5, 2020
After Eight Years, a Key Retail Exec Exits BlackRock The executive joined the New York City-based firm in September of 2011... MutualFundWire.com - Tuesday, April 28, 2020 - Reader Rating: 5
Reynolds Imagines a Post-COVID-19 Future The Putnam chief talks with other Beantown CEOs about the coronavirus crisis and what comes next... MutualFundWire.com - Friday, April 24, 2020
Leveraged Index Shops Dominate Midsize Flows The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds... MutualFundWire.com - Thursday, April 16, 2020
April Fools For Fundsters A veteran asset management industry consultant and his team offer up some laughs... MutualFundWire.com - Wednesday, April 1, 2020 - Reader Rating: 5
How Long Can Fund Firms Weather the Bear Market? A retired fundster chief talks to his hometown paper about what might be coming next for fundsters... MutualFundWire.com - Friday, March 13, 2020 - Reader Rating: 4
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 6, 2020
20 Fundsters and Allies Win Big In Florida The winners were lauded last week at an industry trade group's conference in Fort Lauderdale... MutualFundWire.com - Tuesday, March 3, 2020
Flanagan Hires a Successor For a 15-Year C-Suiter The new hire will join next month and succeed the company veteran in August... MutualFundWire.com - Tuesday, February 25, 2020
FAM's Board Expands to Ten A fundster joins the Empire State mutual fund firm's board of directors... MutualFundWire.com - Friday, February 21, 2020 - Reader Rating: 5
Week In Preview, February 10-16 This week the teams at Franklin Resources and Hennessy will host events, and the teams at several fund firms (and parents of fund firms) will release earnings reports... MutualFundWire.com - Monday, February 10, 2020
Reynolds Hires a Retail Chief The Putnam chief brings a familiar exec back to the Beantown fund firm... MutualFundWire.com - Tuesday, January 14, 2020
The 19 Most Popular MFWire Stories of 2019 Here's what you and your peers read this year... MutualFundWire.com - Tuesday, December 31, 2019
In Memoriam Asset management industry insiders said goodbye to a number of industry veterans in 2019... MutualFundWire.com - Monday, December 30, 2019
Moreland Brings an Ex-Broadridge Vet to Mediant The new hire also worked at John Hancock and Putnam... MutualFundWire.com - Wednesday, November 27, 2019
Reynolds Thanks an Exiting 20-Year Putnam Leader Stay tuned for word on who will succeed the departing exec... MutualFundWire.com - Friday, November 22, 2019
Reynolds Makes a Model and SMA Push The Putnam chief unveils two new product lines for the mutual fund firm's FA allies... MutualFundWire.com - Monday, November 18, 2019
Putnam's Parent's Chief Keeps Looking For Deals and Efficiencies Bob Reynolds and his team saw performance and institutional sales rise, though mutual fund sales slipped. Meanwhile, they're still looking to acquire... MutualFundWire.com - Tuesday, November 5, 2019
Week In Preview, July 29-August 4 This week, the teams at Expect Miracles and IMEA are hosting events, and a plethora of asset managers and asset managers' parents are releasing earnings... MutualFundWire.com - Monday, July 29, 2019 - Reader Rating: 3
What Putnam's Parent Is Hunting For The publicly traded multinational's CEO talks asset management M&A... MutualFundWire.com - Tuesday, May 7, 2019
Week In Preview, April 29-May 5 This week the teams at AIMSE, ICI, IMCA, and SunStar are all hosting events, and several companies are reporting earnings... MutualFundWire.com - Monday, April 29, 2019
A 13-Year Neuberger Vet Dies He served as a managing director and PM at the employee-owned fund firm... MutualFundWire.com - Friday, April 26, 2019
With FAs Upping Their Social Media Game, a CMO Sees Wholesaling and Marketing Transforming A fund firm releases the sixth edition of its social advisor study... MutualFundWire.com - Thursday, April 11, 2019
A Boston MF Scion Dies At 92 The WWII vet retired almost 20 years ago after 50 years with the company... MutualFundWire.com - Thursday, April 4, 2019 - Reader Rating: 5
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 8, 2019
The Fundster 401k Roundup Recordkeeper and TPA deals, KPA movement, and more made headlines this week on the defined contribution side of the business... MutualFundWire.com - Friday, February 15, 2019 - Reader Rating: 5
Bob Reynolds Passes a Baton The Putnam chief is giving up one of his roles as a longtime lieutenant rises... MutualFundWire.com - Friday, February 8, 2019 - Reader Rating: 5
Week In Preview, February 4-10 This week the teams at the ABA, Fund Intelligence, informa, and TD Ameritrade are all hosting events... MutualFundWire.com - Monday, February 4, 2019
Expect Miracles Takes Manhattan For a Fifth Time More than 500 fundsters and their allies gathered in midtown last night for the 25-year-old cancer-fighting charity's Big Apple bash... MutualFundWire.com - Friday, January 25, 2019
Putnam's Parent Refocuses Its U.S. Biz On Three Units A publicly traded Canadian giant's south of the border arm agrees to sell a block of business to a Japanese-backed insurer... MutualFundWire.com - Friday, January 25, 2019 - Reader Rating: 4
A Wirehouse's Sibling Wins In November M* updates ETF and long-term, open-end mutual fund flows data for November 2018... MutualFundWire.com - Tuesday, December 18, 2018
Hilsabeck Resurfaces to Help a Midwestern AM A PE-backed asset manager that specializes in "essential assets investing" welcomes a new, independent board member... MutualFundWire.com - Monday, December 17, 2018
An Always Active Fund Firm's 2019 Campaign Begins The marketing team at an asset manager with $169 billion in AUM is reaching out broadly with a new message... MutualFundWire.com - Wednesday, December 12, 2018
Four Years In, a Top Distro Exec Leaves Columbia Word is that the executive will not be replaced at the Ameriprise subsidiary... MutualFundWire.com - Wednesday, November 21, 2018
The Best-Performing CEOs Include One Fundster There are several other familiar faces on the new list from Harvard Business Review... MutualFundWire.com - Wednesday, October 24, 2018
Abby and Bob Party With Sir Paul Two top fundsters were among the "few lucky souls" at a special Beantown party earlier this week... MutualFundWire.com - Friday, October 12, 2018
As First Trust Takes the Lead, Bridge Builder Slows M* updates ETF and long-term, open-end mutual fund flows data for September 2018... MutualFundWire.com - Thursday, October 11, 2018
MassMutual Finds an OpFunds Buyer, But ... The deal isn't done just yet. Rumor has it that price is still a sticking point... MutualFundWire.com - Friday, September 21, 2018
Kevin Clifford Passes the Reins The Capital Group distro bigwig is about to retire. He's been with the company longer than any other management committee member... MutualFundWire.com - Tuesday, September 18, 2018 - Reader Rating: 3
Putnam's Big Move Is Almost Here Reynolds is moving the fund firm's Beantown HQ. Meanwhile, the firm will maintain a key office in Andover... MutualFundWire.com - Thursday, September 6, 2018
Are Asset Managers No Longer the Poor Relations? An international paper ponders the rise of asset management execs within broader financial services firms... MutualFundWire.com - Tuesday, September 4, 2018
Where Is John Hailer Now? The former Natixis chief for the Americas and Asia takes a new board spot... MutualFundWire.com - Thursday, July 5, 2018
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 4, 2018
Meta Roboadvice Wins Over Another Robust Giant Yet again, a publicly traded financial services shop is investing in a roboadvisor that works through advisors (instead of trying to replace them)... MutualFundWire.com - Friday, June 1, 2018
With a $10B War Chest, a Multinational Targets U.S. Asset Managers A publicly traded, family-controlled giant could be doing a lot of dealmaking over the next five years, especially here in the United States... MutualFundWire.com - Wednesday, May 16, 2018 - Reader Rating: 5
A Canadian Multinational Keeps Hunting For U.S. Asset Managers Yet the publicly traded firm's chief insists that he's in no rush... MutualFundWire.com - Wednesday, May 9, 2018
Week in Preview, April 30-May 6 This week the teams at AAII NYC, AIMSE, Big Brothers Big Sisters of Massachusetts Bay, Broadridge, Cogent, InvestmentNews, the Investments & Wealth Institute, and Joint Venture Events Group are all hosting events... MutualFundWire.com - Monday, April 30, 2018
How Do Fundsters Support FA's Social Media Savvy? Putnam continues to track the rising importance of social media networks to financial advisors... MutualFundWire.com - Tuesday, April 3, 2018
Gamco Sues One of Its Own Distro Execs A fight over mutual fund distribution commissions spills over into federal court... MutualFundWire.com - Thursday, March 15, 2018
A Japanese Giant Banks on Buying a Slice of Another Big Asset Manager For the second time in less than four months, this Japanese insurer is poised to buy a sizable minority stake in a multinational asset manager with a big U.S. presence and 12 figures of AUM... MutualFundWire.com - Wednesday, March 14, 2018
Week In Preview, March 5-11 In the final week before Daylight Savings Time 2018 kicks in, the MFDF, MFEA, RBC CApital Markets, and the SEC are all hosting events. This week is also the beginning of the fourth "Ring the Bell for Gender Equality" movement... MutualFundWire.com - Monday, March 5, 2018
Week In Preview, February 26 - March 4 The ABA, Innovator, Lipper, NICSA, and Pageant are all hosting events this week... MutualFundWire.com - Monday, February 26, 2018
Reynolds Reorgs and Rebrands His Original Putnam Flagships The Beantown fund firm's chief continues to shake up its lineup, this time with fund mergers and name changes... MutualFundWire.com - Thursday, February 1, 2018
First Trust and Bridge Builder Lead the Monthly Pack, Again M* Direct updates mutual fund flows data for December 2017... MutualFundWire.com - Monday, January 29, 2018
SSgA Had a Great December M* releases its monthly fund flows report... MutualFundWire.com - Thursday, January 25, 2018
Putnam Transforms a $4.75B Pair of Funds The move is a part of "a major strategic initiative" by Bob Reynolds and his team at the Beantown mutual fund shop... MutualFundWire.com - Wednesday, January 17, 2018
2017's Most Popular MFWire Stories Here are our most read stories of the year... MutualFundWire.com - Friday, December 29, 2017
An Irish Charity Gathers Fundsters to Honor a Star PM A famed retired fundster was the headline honoree at a Beantown party last week... MutualFundWire.com - Tuesday, November 21, 2017
Franklin's New Global Distro Chief Hunts for a Key Hire A top executive at the publicly traded mutual fund shop plans to retire next year... MutualFundWire.com - Tuesday, November 7, 2017
Reynolds Puts a Putnam Veteran In Charge of a Sister Shop Great-West Investments gains a new leader after David Musto's departure. Meanwhile, a familiar face is taking a over key piece of Putnam... MutualFundWire.com - Monday, October 30, 2017
Follow the Fundsters - October 12, 2017 Keep track of the latest people moves in the mutual fund business... MutualFundWire.com - Thursday, October 12, 2017

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