MFWire Search Results

Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile

Get MFWire Alerts

MFWire Search Results

Results 1 to 100 of 100 results for ria AND channel. (0.078 seconds)

Guidestone [view profile

]
5005 LBJ Fwy Suite 2200 Dallas TX 75244 ph: 888-984-8433
http://www.guidestonefunds.org/ - SEC Filings

Fund Profiles

News Stories Archives - Since 1998
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
A Florida CPA/RIA Enters the ETF Biz Its first ETF is an actively managed, tactical, focused equity fund... MutualFundWire.com - Tuesday, May 16, 2023
Jenny Bets On a Managed Options Specialist The acquired firm's three partners are staying on board with Franklin, leading a new unit within the firm's product solutions division... MutualFundWire.com - Tuesday, May 2, 2023
An NFL Alum Is Buying Into the ETF Biz A footballer-turned-mortgage-banker agrees to buy a shop that runs and subadvises mutual funds... MutualFundWire.com - Wednesday, April 5, 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
Morgan Stanley Brings on an ETF Marketer The new hire previously hailed from Columbia Threadneedle... MutualFundWire.com - Friday, November 25, 2022
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 - Reader Rating: 5
A New Prez Takes Over a $13B-AUM Fund Fam A 16-year company veteran is passing the reins and leaving the firm... MutualFundWire.com - Thursday, October 20, 2022
$504MM In 21 Months A $121.1B-AUM fund firm's team is celebrating a big milestone for an interval fund... MutualFundWire.com - Thursday, September 15, 2022 - Reader Rating: 1
Coming Soon For a Quant Startup: Hiring, Subadvising, and More ETFs The active manager's first three funds launched last month. One of the three co-founders talks about what's next... MutualFundWire.com - Wednesday, September 14, 2022
Fundsters Golf to Support DEI 90 golfers participated in the charity fundraiser, and additional industry insiders attended the associated dinner... MutualFundWire.com - Tuesday, September 13, 2022 - Reader Rating: 5
What an $81B-AUM Firm's New Chief Is Hunting Watch for this multiboutique to continue taking majority stakes in asset managers with differentiated capabilities... MutualFundWire.com - Tuesday, August 9, 2022
A $322B-AUM Firm Will Buy In CT The deal is expected to close next quarter, and pricing and terms have not been publicly disclosed... MutualFundWire.com - Tuesday, August 9, 2022
A Distro Leader Retires From a $65B-AUM Firm His duties will be handled by other members of the asset manager's management team... MutualFundWire.com - Tuesday, June 28, 2022 - Reader Rating: 5
Will a $4.1B-AUM Fund Firm Sell? Two hedge funds offer to snap up a publicly traded mutual fund and ETF shop... MutualFundWire.com - Tuesday, June 28, 2022
Week In Preview, May 31 - June 5 This week, the teams at AB, Deutsche Bank, Informa, and Irish Funds are hosting events... MutualFundWire.com - Tuesday, May 31, 2022 - Reader Rating: 5
A 58-Year-Old Shop Enters the ETF Biz A wealth management RIA with about $20 billion in AUM (mostly from high net worth investors) is rolling out an actively-managed, high-conviction, translucent ETF... MutualFundWire.com - Tuesday, April 26, 2022
Barclays Teams Up With a $134B-AUM Fund Firm The British bank will help its new ally with that ally's new ETF business... MutualFundWire.com - Tuesday, April 12, 2022
A $160B-AUM Firm Adds Two Bond Funds The pair of launches are the first from an investment team that joined the fund firm last year... MutualFundWire.com - Friday, April 8, 2022
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 - Friday, April 1, 2022 - Reader Rating: 5
Ned Johnson Dies The former Fidelity chief was 91 years old... MutualFundWire.com - Thursday, March 24, 2022 - Reader Rating: 5
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
A New RIA Sails Into the ETF Biz The startup's first fund is an active strategy focused on the U.S. residential real estate market... MutualFundWire.com - Wednesday, March 9, 2022
An Ally to Nearly 50 Asset Managers Rebrands The two-year-old TPM's network of firms has more than $235 billion in combined AUM... MutualFundWire.com - Tuesday, March 8, 2022 - Reader Rating: 5
Three Years In, a $29MM Pair Transforms Updated \| An institutitonal Midwestern asset manager's team converts their mutual funds into ETFs... MutualFundWire.com - Monday, March 7, 2022
ETFs: Not Your Grandfather's Mutual Fund Two readers contemplate generational challenges and opportunities in fund marketing... MutualFundWire.com - Tuesday, March 1, 2022
Harbor Gains SVPs on Opposite Coasts The new hires both join the Chi-Town fund firm's distribution team... MutualFundWire.com - Friday, February 11, 2022
A $78B-AUM Multi-Boutique's M&A Strat Targets Four Areas The five-boutique group is poised to add a sixth, which is expected to boost its AUM to about $90 billion... MutualFundWire.com - Thursday, February 10, 2022
A Product Strat SVP Joins a $102B-AUM Firm The executive most recently spent nearly 11 years with Allianz Global Investors... MutualFundWire.com - Wednesday, February 9, 2022
The Current State of Martech Stacks at Asset Managers Two readers weigh in with an update on the industry's changing use of marketing technology... MutualFundWire.com - Monday, January 24, 2022
Two Fund Firms Invest In a PowerShares Vet's Direct Indexer The Bay Area startup started in 2020, and their mission is to democratize access to custom index SMAs through FAs... MutualFundWire.com - Wednesday, January 12, 2022
Where Will Allspring Expand Under Sullivan? The freshly independent asset manager's chief talks about what's next for the $587-billion-AUM firm now that it doesn't have "multiple masters.".. MutualFundWire.com - Tuesday, December 28, 2021
A 21-Year-Old RIA Enters the ETF Biz The $400-million-AUM firm's debut fund combines a pair of tactical strategies... MutualFundWire.com - Friday, December 10, 2021
A Texas Fund Firm Seals a $65MM Deal The acquisition brings the multiboutique its 11th boutique.. MutualFundWire.com - Tuesday, November 2, 2021
500 Fundster Volunteers, 35 Committees A 59-year-old industry trade group kicks off its virtual annual conference... MutualFundWire.com - Wednesday, October 6, 2021 - Reader Rating: 5
A $4.1T-AUM Titan Is Hiring Thousands, But ... Most of the new roles will not be investment ones... MutualFundWire.com - Wednesday, September 1, 2021
A $9B-AUMA Tactical Fixed Income Trio Gains a Chief The new hire will be the first-ever CEO for the group, which includes a mutual fund shop, plus a model portfolio shop and a retail WM RIA... MutualFundWire.com - Wednesday, August 25, 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
Embracing the Hybrid — Digital Engagement For a Post-Covid World A readers discusses the new, hybrid WFH work environment as many folks mix home and office time... MutualFundWire.com - Tuesday, August 10, 2021
iM Global Invests In a $14.6B-AUM Shop The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond... MutualFundWire.com - Monday, August 2, 2021
So You Want to Launch an ETF Several allies to fundsters offer tips to those looking to enter the exchange-traded side of the business... MutualFundWire.com - Wednesday, July 21, 2021
Vanguard and BlackRock Bet On a Pair of Startups The world's largest fund firm is buying a five-year-old firm, while the world's largest asset manager is investing in a different... MutualFundWire.com - Wednesday, July 14, 2021
After 34 Years With Franklin, a Senior Exec Joins a Faith-Based Shop The new hire serves as the religiously managed mutual fund firm's director of strategic planning... MutualFundWire.com - Tuesday, July 13, 2021
Will a $345B-AUM AM Chief Find Simple Excellence In More M&A? A publicly traded, multinational asset manager's chief talks about industry consolidation, active management's prospects, and more... MutualFundWire.com - Wednesday, June 23, 2021
A $1.7B-AUM Fund Family Merges Into a Sibling The deal, which will include fund mergers and a close, is expected to close in Q4... MutualFundWire.com - Friday, May 7, 2021
Two Years In, a Five-Fund Shop Reaches Out An RIA is expanding the distribution scope of his subadvised mutual fund family... MutualFundWire.com - Thursday, April 15, 2021 - Reader Rating: 5
What a Two-Year-Old Acquirer Is Hunting For So far, the fund firm has bought 12 funds, and it now has about $700 million in AUM... MutualFundWire.com - Friday, April 9, 2021 - Reader Rating: 5
A $47B-AUMA Firm's Board Grows to Seven This mutual fund firm's board now includes four independent directors... MutualFundWire.com - Tuesday, April 6, 2021
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 - Thursday, April 1, 2021
An Acquirer Finds Its Foundational U.S. Centerpiece Watch for the firm to take minority stakes in more boutiques, too... MutualFundWire.com - Wednesday, March 24, 2021
A European AM Network Buys a $4B-AUM U.S. Fund Firm The deal is expected to close in Q2 2021... MutualFundWire.com - Tuesday, March 9, 2021
At a $146B-AUM Shop, a New Channel Chief Taps a Service Leader The new hire at the Lone Star State firm hails from the Denver area... MutualFundWire.com - Monday, March 8, 2021
A Kudu-Backed Multiboutique Builds an AM Incubator A veteran asset management chief will lead the new venture... MutualFundWire.com - Friday, March 5, 2021 - Reader Rating: 4
From Platform Chief, to Fund Marketer: A Multi-Channel Vet Takes Over a TAMP The exec first joined the firm nearly seven years ago... MutualFundWire.com - Friday, February 26, 2021
Sullivan Resurfaces As PE Agrees to a $2.1B Acquisition A pair of private equity firms will spin out a $603-billion-AUM asset manager while keeping a key alliance... MutualFundWire.com - Tuesday, February 23, 2021
A Midwestern FA Hunts For RIAs to Power ETFs A new ally launched its first ever ETF last month... MutualFundWire.com - Thursday, February 11, 2021 - Reader Rating: 5
Post-Transition, a Tactical PM Seeks a Strategic Partner A veteran liquid alts entrepreneur is looking for a distribution ally... MutualFundWire.com - Thursday, February 4, 2021 - Reader Rating: 3
An Alts Giant Circles an $809MM Fund Firm The deal is expected to close later in Q1 2021... MutualFundWire.com - Friday, January 29, 2021
A 27-Year-Old Firm's New CEO Picks a Distro Chief The freshly promoted exec has 17 years at the mutual fund firm and its parent... MutualFundWire.com - Tuesday, January 26, 2021
A $23.1B-AUMA Shop Sells A publicly traded acquirer north of the border buys a Midwestern asset and wealth management shop... MutualFundWire.com - Tuesday, January 26, 2021 - Reader Rating: 5
Two PE Firms May Buy a $607B-AUM Asset Manager The rumored bidding partners are not strangers to the asset management business... MutualFundWire.com - Friday, January 15, 2021
A $157B-AUM Multinational Debuts Its 2nd U.S. MF Watch for the firm to build out its distribution and private infrastructure investing teams on this side of the pond... MutualFundWire.com - Thursday, January 14, 2021
Provencher Hires a MSIM Alum For a Key Role The new hire hire will lead BNY Mellon Investment Management's financial institutions group... MutualFundWire.com - Wednesday, January 13, 2021
A Distro Trio Focuses On Helping Boutiques Three veterans of an Empire State mutual fund firm launch their own partner shop... MutualFundWire.com - Tuesday, January 12, 2021
MMI Upgrades Its Training The wealth management channel trade group relaunches its CLC... MutualFundWire.com - Thursday, January 7, 2021
A $143B-AUM AM Adds a Channel Chief A publicly traded asset manager now has a chief for its direct investor business... MutualFundWire.com - Tuesday, December 22, 2020 - Reader Rating: 5
An ETF Startup Pushes For the Energy Horizon A Philly firm rolls out its first fund, with help from ETC... MutualFundWire.com - Friday, December 11, 2020
Szilagyi Hires an Insti Sales Exec The new addition to the Catalyst team will focus on the large RIA, private bank, TAMP, and trust channels... MutualFundWire.com - Tuesday, December 8, 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
A Six-Year Legg Vet Joins DWS The new hire is based in Baltimore... MutualFundWire.com - Friday, December 4, 2020 - Reader Rating: 5
A Gotham ETF Startup Helps Others Market The two-year-old firm has a new venture... MutualFundWire.com - Monday, November 16, 2020
Wilczewski Brings Back a BlackRock Alum The new hire joins his leadership team here in the U.S. at DWS... MutualFundWire.com - Tuesday, November 3, 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
A New England Boutique Launches Its Third ETF They launched their second earlier this year. Yet their first also shuttered this year... MutualFundWire.com - Monday, October 19, 2020 - Reader Rating: 5
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
Two Discount Brokerage Deals Near Their Finish Lines Both have now cleared final regulatory approvals. Expect both to wrap up in less than week... MutualFundWire.com - Thursday, October 1, 2020
An Arkansas SMA Shop Makes an ETF Push The firm is partnering with ETC on the new suite... MutualFundWire.com - Friday, September 25, 2020
Week In Preview, September 14-20 This week, the teams at FRA, FT, ICI, Innovator, MFDF, MMI, M*, and Wells Fargo are hosting online events... MutualFundWire.com - Monday, September 14, 2020
After 13 Years, an AllianzGI Director Moves On The Gotham exec previously worked at Whitebeam, Citi, BofA, and JPMAM... MutualFundWire.com - Wednesday, September 2, 2020
Spina Builds a Portfolio Service Team An asset management-focused TPM in New Jersey hires four people to launch a team to further build out the firm's distribution model... MutualFundWire.com - Thursday, August 27, 2020 - Reader Rating: 5
Wilczewski Aims to Bring Eight DWS Segments Closer Together The multinational's new client coverage chief in the Americas talks institutionalization, branding, and more... MutualFundWire.com - Tuesday, August 25, 2020
After a Retirement, a 17-Year Victory Leader Rises A key distribution leader passed the reins at the end of last month... MutualFundWire.com - Tuesday, August 11, 2020
A Holding Co Buys Into a 12-Fund Shop and Keeps Hunting The deal offers the holding company, traditionally a backer of institutional asset managers, an advisor-sold distribution platform... MutualFundWire.com - Friday, August 7, 2020
Prepping ETFs, a Giant Declares "No Interest" In Direct Retail Advisors reflect on a longtime ally's history and on its coming shift... MutualFundWire.com - Wednesday, August 5, 2020
A 50-Year-Old Fund Firm's Chief Succeeds Its Co-Founder The publicly traded firm also now has its first lead independent director... MutualFundWire.com - Friday, July 31, 2020
An Advisor Distro Chief In Gotham Passes the Reins A 10-year company veteran is taking over intermediary distribution at this mutual fund firm... MutualFundWire.com - Thursday, July 16, 2020
How Will This Fund Firm Play Its New Campaign? A Midwestern asset manager's campaign launch came with a sports tournament... MutualFundWire.com - Tuesday, July 14, 2020
Shaffer Brings an Intel Chief to Voya IM The new hire will be in charge of distribution enablement and intelligence at the fund firm... MutualFundWire.com - Wednesday, July 1, 2020
Nine Years In, a Series Trust Shop Debuts Another A back-office ally to fundsters rolls out its second mutual fund series trust... MutualFundWire.com - Tuesday, June 30, 2020
Moss Hires Ops and Distro Chiefs For Polen The new hires both hail from the retirement plan industry... MutualFundWire.com - Wednesday, June 17, 2020
A Multi-Boutique's Ex-CEO Dies At 59 The executive was a founding principal at the publicly traded, acquisitive asset manager... MutualFundWire.com - Thursday, May 28, 2020
An Arizona Startup Enters the MF Biz The team is now trumpeting their first mutual fund, which debuted at the end of 2019... MutualFundWire.com - Thursday, May 21, 2020
From Crisis Comes Long-Term Opportunity A reader argues for "leveraging digital engagement to build more profitable relationships in asset management" in the midst of the COVID-19 crisis... MutualFundWire.com - Tuesday, May 19, 2020 - Reader Rating: 5
Moran Hires a Top Russell Alum The distro veteran brings on a right hand at his new TPM shop... MutualFundWire.com - Thursday, May 14, 2020
An ETF Strategy Chief Co-Founds an NYC Shop A exec returns from the Midwest to Gotham and teams up on a startup... MutualFundWire.com - Friday, May 1, 2020 - Reader Rating: 5
A Decade In, a Key Pimco Sales Chief Rises The exec is one of three new managing directors at the fixed income mutual fund titan... MutualFundWire.com - Wednesday, April 15, 2020
Three More Industry Conferences Feel the Crisis' Sting One goes online, one gets postponed, and one gets cancelled outright, in light of the ongoing coronavirus pandemic... MutualFundWire.com - Thursday, April 9, 2020
An MF Vet Exits to Cut a New Path After 14 years, a fundster distribution veteran is leading a different kind of business... MutualFundWire.com - Tuesday, March 10, 2020 - Reader Rating: 5
The Boston Behemoth's Net Inflows Nearly Double Last year, Fidelity's AUM jumped 26 percent, and operating income jumped 9.5 percent... MutualFundWire.com - Wednesday, March 4, 2020

News Archives


2023:		Q3	Q2	Q1
2022:	Q4	Q3	Q2	Q1
2021:	Q4	Q3	Q2	Q1
2020:	Q4	Q3	Q2	Q1
2019:	Q4	Q3	Q2	Q1
2018:	Q4	Q3	Q2	Q1
2017:	Q4	Q3	Q2	Q1
2016:	Q4	Q3	Q2	Q1
2015:	Q4	Q3	Q2	Q1
2014:	Q4	Q3	Q2	Q1
2013:	Q4	Q3	Q2	Q1
2012:	Q4	Q3	Q2	Q1
2011:	Q4	Q3	Q2	Q1
2010:	Q4	Q3	Q2	Q1
2009:	Q4	Q3	Q2	Q1
2008:	Q4	Q3	Q2	Q1
2007:	Q4	Q3	Q2	Q1
2006:	Q4	Q3	Q2	Q1
2005:	Q4	Q3	Q2	Q1
2004:	Q4	Q3	Q2	Q1
2003:	Q4	Q3	Q2	Q1
2002:	Q4	Q3	Q2	Q1

Subscribe via RSS:

Click Here to See Why
The MFWire.com

Read MFWire & Be First

Go to Complete List

The most searched for terms on The MutualFundWire.com for the past month.

©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998

Privacy Policy :: Terms of Use