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News Stories Archives - Since 1998
A Texas Fund Firm Seals a $65MM Deal
The acquisition brings the multiboutique its 11th boutique..
MutualFundWire.com - Tuesday, November 02, 2021
500 Fundster Volunteers, 35 Committees
A 59-year-old industry trade group kicks off its virtual annual conference...
MutualFundWire.com - Wednesday, October 06, 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 01, 2021 Views
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 Views
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 Views
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 02, 2021 Views
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 Views
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 Views
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 Views
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 Views
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 07, 2021 Views
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 Views - 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 09, 2021 Views
A $47B-AUMA Firm's Board Grows to Seven
This mutual fund firm's board now includes four independent directors...
MutualFundWire.com - Tuesday, April 06, 2021 Views
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 01, 2021 Views
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 Views
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 09, 2021 Views
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 08, 2021 Views
A Kudu-Backed Multiboutique Builds an AM Incubator
A veteran asset management chief will lead the new venture...
MutualFundWire.com - Friday, March 05, 2021 Views - 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 Views
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 Views
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 Views - 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 04, 2021 Views - 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 Views
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 Views
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 Views - 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 Views
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 Views
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 Views
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 Views
MMI Upgrades Its Training
The wealth management channel trade group relaunches its CLC...
MutualFundWire.com - Thursday, January 07, 2021 Views
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 Views - 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 Views
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 08, 2020 Views
FLX Adds Four AMs and a Vault
The TPM to asset managers expands its client base and offerings...
MutualFundWire.com - Monday, December 07, 2020 Views
A Six-Year Legg Vet Joins DWS
The new hire is based in Baltimore...
MutualFundWire.com - Friday, December 04, 2020 Views - 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 Views
Wilczewski Brings Back a BlackRock Alum
The new hire joins his leadership team here in the U.S. at DWS...
MutualFundWire.com - Tuesday, November 03, 2020 Views
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 Views
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 Views - 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 Views
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 01, 2020 Views
An Arkansas SMA Shop Makes an ETF Push
The firm is partnering with ETC on the new suite...
MutualFundWire.com - Friday, September 25, 2020 Views
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 Views
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 Views - 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 Views
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 Views
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 07, 2020 Views
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 05, 2020 Views
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 Views
A 24-Year-Old Fund Family Rebrands
The subadvised fund firm's team is also about to launch another mutual fund...
MutualFundWire.com - Thursday, July 30, 2020 Views
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 Views
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 Views
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 01, 2020 Views
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 Views
Moss Hires Ops and Distro Chiefs For Polen
The new hires both hail from the retirement plan industry...
MutualFundWire.com - Wednesday, June 17, 2020 Views
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 Views
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 Views
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 Views - 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 Views
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 01, 2020 Views - 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 Views
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 09, 2020 Views
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 Views - 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 04, 2020 Views
Schwab Bets On a $10.5B-AUM SMA Shop
The deal is expected to close in the middle of the year, perhaps before the previously announced TD deal...
MutualFundWire.com - Thursday, February 27, 2020 Views - Reader Rating: 5
Franklin Buys an $806B-AUM Rival
The $4.5-billion, all-cash deal is expected to close next quarter...
MutualFundWire.com - Tuesday, February 18, 2020 Views
100,000-Plus FAs, 500-Plus AMs, 15 Employees
A giant TAMP has a new ally to fundsters and other asset managers. Who will fill her old shoes?..
MutualFundWire.com - Monday, February 03, 2020 Views
Meet Envestnet's New Chief Fundster Ally
The promotion comes after a top exec left and took over another firm's investment business...
MutualFundWire.com - Wednesday, January 29, 2020 Views
An Ex-Goldman Vet Takes Over an NYC ETF Boutique
The new chief co-founded a tactical global macro manager...
MutualFundWire.com - Thursday, January 09, 2020 Views
A T. Rowe Vet Takes Over a $42B Direct Channel
The fundster is heading west for his new role with another big fund firm...
MutualFundWire.com - Wednesday, January 08, 2020 Views
A Day-One Exec Rises As a Midwestern Startup Divides
He takes on the newly created role of COO at the asset management firm...
MutualFundWire.com - Friday, December 27, 2019 Views
So You Haven't Completed Your Strategic Plan for 2020
An ally to fundsters says there's still time to put one in place...
MutualFundWire.com - Friday, December 20, 2019 Views - Reader Rating: 5
A Founder of a $1.2T-AUM Titan Dies
The retired fundster died last weekend at the age of 84...
MutualFundWire.com - Wednesday, December 11, 2019 Views
An MF Custody Titan Prepares to Double Down In Several Areas
A mutual fund back-office chief shares his four pillars of focus for the firm as they exit part of the business...
MutualFundWire.com - Tuesday, December 10, 2019 Views
Week In Preview, December 9-15
This week the teams at Bloomberg, MarketCounsel, and T. Rowe Price are hosting events...
MutualFundWire.com - Monday, December 09, 2019 Views
From MF RIA Channel Chief to Family Office Services
A Lone Star State fundster moved to the Boston Behemoth a few months ago...
MutualFundWire.com - Thursday, December 05, 2019 Views
Schwab Gobbles a Rival Supermarket. Now What, Fundsters?
The revelation of the deal comes less than two months after both firms eliminated trading commissions on ETFs, options, and stocks...
MutualFundWire.com - Tuesday, November 26, 2019 Views
From $64.1B to $145.8B In One Quarter
An asset manager's leaders share numbers on the post-deal firm...
MutualFundWire.com - Thursday, November 07, 2019 Views
Aylward Trumpets Virtus' SMA Growth
The Connecticut asset manager's team releases their Q3 2019 earnings results...
MutualFundWire.com - Wednesday, November 06, 2019 Views
A $68.72B-AUM AM Is "Positioned to Execute" On Deals
Leadership at a fund firm's publicly traded parent talks about their Q3 earnings results...
MutualFundWire.com - Wednesday, October 30, 2019 Views
T. Rowe's AUM Rises, Despite Mister Market
The Baltimore-based global asset management firm now has $1.126 trillion in AUM...
MutualFundWire.com - Friday, October 25, 2019 Views
Five Strategies for Getting Salespeople to Adopt New Tech
An industry insider offers asset management marketers ideas for getting sale teams on board with new technology...
MutualFundWire.com - Thursday, October 24, 2019 Views
Larry Stands By Abby
The chief of the world's biggest asset manager and ETF shop says that a key alliance "is as strong as ever," despite big changes in the ETF world...
MutualFundWire.com - Wednesday, October 16, 2019 Views
Shelton's Clark Hires As a Sales Vet Retires
As a director of advisor services retires, an RBC alum fills their shoes. ..
MutualFundWire.com - Thursday, October 10, 2019 Views
Envestnet's Founder Dies
Jud Bergman and his wife were killed in a car accident yesterday...
MutualFundWire.com - Friday, October 04, 2019 Views - Reader Rating: 5
Another Online Brokerage Goes NTF For All ETFs, But ...
The move is part of a broader commission elimination at the firm and echoes recent changes at Interactive Brokers, Schwab, and TD...
MutualFundWire.com - Thursday, October 03, 2019 Views
Two Big NTF Platforms Expand to All U.S. ETFs
The moves were part of broader commission eliminations at both firms, in the U.S. and Canada...
MutualFundWire.com - Wednesday, October 02, 2019 Views
328 Models, 35 Managers, and Now Two Tiers
An RIA custodian expands a young platform on multiple fronts. But don't call it a TAMP...
MutualFundWire.com - Wednesday, September 11, 2019 Views
Eikenberg Adds Two Industry Vets to RBC GAM
The new hires will work with RIAs, bank trusts, and multi-family offices...
MutualFundWire.com - Monday, September 09, 2019 Views
Steers Adds a Global Distro Chief
The new hire reports directly to Steers' right hand...
MutualFundWire.com - Friday, September 06, 2019 Views
The Fundster 401k Roundup, August 9-30
Catch up on the latest news in the defined contribution industry...
MutualFundWire.com - Friday, August 30, 2019 Views
An RIA's MF Startup Keeps the Lead
The M* team updates flows data for July 2019 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, August 15, 2019 Views
Schwab's Brokerage Deal Victory Comes With an MF Ally
A fundster chief assures analysts that Schwab's pending acquisition doesn't throw a wrench in an asset management deal that closed last month...
MutualFundWire.com - Thursday, August 15, 2019 Views
The Fundster 401k Roundup, June 14-August 9
The summer is flying by, and it's been too long since our last defined contribution industry update for fundsters!..
MutualFundWire.com - Friday, August 09, 2019 Views
An Employee-Owned Shop Revamps Its Second MF
Stay tuned for more launches from the firm's six-group investment management arm...
MutualFundWire.com - Thursday, August 08, 2019 Views
ICON Layoffs Leave a VP Job Hunting
A sales exec is moving on from the Denver fund firm...
MutualFundWire.com - Monday, August 05, 2019 Views
An Ex-Senior Director at Principal Switches Sides
This exec is becoming a financial advisor...
MutualFundWire.com - Monday, July 29, 2019 Views
An Ex-Fundster Chief May Not Leave After all
The multinational he vice-chairs is pushing back on rumors of his impending departure...
MutualFundWire.com - Thursday, July 25, 2019 Views
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