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September 3, 2010 Edition
Featured Fund Firms (click name for profile):
BlackRock Funds...
Claymore Funds [ETFs]...
FBR Funds...
Frontegra Funds...
Phocas Financial...
Value Line Mutual Funds...
Another Suitor Approaches Value Line Funds
9/3/10, 4:11:00 PM EST
A Phocas Fund Finds a New Home
9/3/10, 3:43:00 PM EST
FBR Drops Pegasus from its Fund Monikers
9/3/10, 3:38:00 PM EST
Performance-Based Fees Bite a Texas Fund Firm
9/3/10, 9:04:00 AM EST
Greenblatt Creates Mutual Funds Using His Magic Formula
9/3/10, 8:54:00 AM EST
iShares Preps an International Inflation-Linked Bond ETF
9/3/10, 8:29:00 AM EST
Claymore Loads Up 9 ETFs and Targets 9 Liquidation Dates
9/3/10, 8:16:00 AM EST
Money Market Fund Assets Take a Dive
9/3/10, 7:52:00 AM EST
LOOKING BACK: OCTOBER 2006
Many mutual fund directors, particularly those who are independent directors, want to ensure that their responsibility to the board doesn't end up affecting their personal assets.
— Steve Boughal, Travelers
September 2, 2010 Edition
Featured Fund Firms (click name for profile):
...
BNY Hamilton Funds...
Bridgeway Funds...
Claymore Funds [ETFs]...
Cohen & Steers...
Hansberger International Series...
Hatteras Funds, Alternative Mutual Funds...
Icon Mutual Funds...
JPMorgan Funds...
MainStay Funds...
Natixis Funds...
Pimco Funds, Pimco ETFs...
Rydex|SGI, CurrencyShares [ETFs]...
T. Rowe Price...
Third Avenue Funds...
Value Line Mutual Funds...
Northern Trust Taps Fahey for a Product Post
9/2/10, 6:32:00 PM EST
Scout Buys a Fixed-Income Specialist
9/2/10, 11:47:00 AM EST
Hansberger Pulls the Plug on its International Core Fund
9/2/10, 4:07:00 PM EST
An Ex-SEC Commissioner Joins Gratio's Advisory Board
9/2/10, 2:26:00 PM EST
Guggenheim Tried to Take Over the Value Line Funds
9/2/10, 8:55:00 AM EST
A New Jersey Firm Wants to Be Next in the ETF Line
9/2/10, 8:51:00 AM EST
Bond Funds Continue to Charm Investors
9/2/10, 7:59:00 AM EST
Quant Funds Lag Those with a Human Touch
9/2/10, 7:06:00 AM EST
Pimco's Local Currency Fund Pulls in Assets
9/2/10, 6:47:00 AM EST
The WSJ Tours Real Estate Funds
9/2/10, 6:38:00 AM EST
130/30 Funds Caught Short
9/2/10, 6:25:00 AM EST
LOOKING BACK: MARCH 2006
There are a lot of things happening, particularly in the sell-side of the business. We're sort of watching to see how this plays out.
— Robert Joseph Jr., CFO at AllianceBernstein Holding
September 1, 2010 Edition
Featured Fund Firms (click name for profile):
American Beacon Funds...
Janus Funds...
Loomis Sayles Funds...
Performance Trust Jumps into the Mutual Fund Biz
9/1/10, 5:56:00 PM EST
American Beacon Unveils a Small-Cap Fund
9/1/10, 4:25:00 PM EST
Wechsler Moves to a New Home
9/1/10, 3:33:00 PM EST
... An MFWire Exclusive
Loomis Sayles Taps Talent from Wellington
9/1/10, 11:26:00 AM EST
UMB Fund Services Trumpets its Client Wins
9/1/10, 11:25:00 AM EST
Janus Plans to Unveil New Global Offerings
9/1/10, 8:33:00 AM EST
WSJ Highlights a $26B Closed-End Conundrum
9/1/10, 8:28:00 AM EST
Morningstar Lights Up USAToday.com
9/1/10, 8:24:00 AM EST
LOOKING BACK: OCTOBER 2002
Retirement investments have contributed about $150 billion annually to stock, bond and money market mutual funds even during the past two years of collapsing stock prices.
— Avi Nachmany, director of research at Strategic Insight
August 31, 2010 Edition
Featured Fund Firms (click name for profile):
AllianceBernstein Mutual Funds...
Franklin, Templeton, Mutual Series...
IndexIQ [ETFs]...
Ivy Funds...
Ivy Funds, Waddell & Reed Advisor Funds...
Pimco Funds, Pimco ETFs...
Russell Funds...
Schwab Funds, Laudus Funds...
Vanguard Funds, VPRS [ETFs]...
Viking Mutual Funds...
Vanguard Steals Advisors' Hearts
8/31/10, 3:30:00 PM EST
Viking to Shutter its Large-Cap Fund
8/31/10, 3:28:00 PM EST
... An MFWire Exclusive
Whom Will 12b-1 Reform Hit the Hardest?
8/31/10, 9:01:00 AM EST
Russell Buzz Goes Local
8/31/10, 8:24:00 AM EST
Some Flexible Funds are Leaning South
8/31/10, 8:35:00 AM EST
Schwab Buys into the Portfolios-of-ETFs Biz
8/31/10, 8:25:00 AM EST
An IndexIQ ETF Catches the WSJ's Eye
8/31/10, 8:34:00 AM EST
LOOKING BACK: AUGUST 2009
The saga will continue.
— An unnamed investor in Highbury Financial
August 30, 2010 Edition
Featured Fund Firms (click name for profile):
American Funds...
DWS Funds...
Eaton Vance Funds...
Fidelity Funds, Freedom Funds, Fidelity Advisor Funds [ETFs]...
Franklin, Templeton, Mutual Series...
Grail [ETFs]...
Guidestone Funds...
Janus Funds...
JPMorgan Funds...
MFS Mutual Funds...
Nokoma Mutual Funds...
Pimco Funds, Pimco ETFs...
Principal Funds...
Putnam Funds...
T. Rowe Price...
UBS Funds...
Vanguard Funds, VPRS [ETFs]...
WisdomTree Trust [ETFs]...
NY 529 Participants Get a Fee Break
8/30/10, 5:31:00 PM EST
Institutions are Buying Up More Mutual Funds
8/30/10, 3:48:00 PM EST
UMA Use Rises
8/30/10, 3:12:00 PM EST
Will Absolute Return Funds Live Up to Their Promise?
8/30/10, 8:31:00 AM EST
Investors Open Flood Gates into Bond Funds
8/30/10, 9:07:00 AM EST
A Trade Pub IDs Target-Date Funds with Above-Average Turnover
8/30/10, 9:06:00 AM EST
Not all Active ETFs Are a Flop
8/30/10, 9:04:00 AM EST
Jaffe Proposes Target Age Funds
8/30/10, 8:07:00 AM EST
WSJ Features a New Commodity ETF
8/30/10, 7:57:00 AM EST
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Northern Trust Taps Fahey for a Product Post [9/2/2010]
Hansberger Pulls the Plug on its International Core Fund [9/2/2010]
An Ex-SEC Commissioner Joins Gratio's Advisory Board [9/2/2010]
Scout Buys a Fixed-Income Specialist [9/2/2010]
Guggenheim Tried to Take Over the Value Line Funds [9/2/2010]
A New Jersey Firm Wants to Be Next in the ETF Line [9/2/2010]
Bond Funds Continue to Charm Investors [9/2/2010]
Quant Funds Lag Those with a Human Touch [9/2/2010]
Pimco's Local Currency Fund Pulls in Assets [9/2/2010]
The WSJ Tours Real Estate Funds [9/2/2010]
130/30 Funds Caught Short [9/2/2010]
Performance Trust Jumps into the Mutual Fund Biz [9/1/2010]
American Beacon Unveils a Small-Cap Fund [9/1/2010]
Wechsler Moves to a New Home [9/1/2010]
Loomis Sayles Taps Talent from Wellington [9/1/2010]
UMB Fund Services Trumpets its Client Wins [9/1/2010]
Janus Plans to Unveil New Global Offerings [9/1/2010]
WSJ Highlights a $26B Closed-End Conundrum [9/1/2010]
Morningstar Lights Up USAToday.com [9/1/2010]
Vanguard Steals Advisors' Hearts [8/31/2010]
Viking to Shutter its Large-Cap Fund [8/31/2010]
Whom Will 12b-1 Reform Hit the Hardest? [8/31/2010]
Some Flexible Funds are Leaning South [8/31/2010]
An IndexIQ ETF Catches the WSJ's Eye [8/31/2010]
Schwab Buys into the Portfolios-of-ETFs Biz [8/31/2010]
Russell Buzz Goes Local [8/31/2010]
NY 529 Participants Get a Fee Break [8/30/2010]
Institutions are Buying Up More Mutual Funds [8/30/2010]
UMA Use Rises [8/30/2010]
Investors Open Flood Gates into Bond Funds [8/30/2010]
A Trade Pub IDs Target-Date Funds with Above-Average Turnover [8/30/2010]
Not all Active ETFs Are a Flop [8/30/2010]
Will Absolute Return Funds Live Up to Their Promise? [8/30/2010]
Jaffe Proposes Target Age Funds [8/30/2010]
WSJ Features a New Commodity ETF [8/30/2010]
12b-1 Reform Could Hit American Funds and Others Hard in the 401k Biz [8/20/2010]
Did TD Give T. Rowe a Deal? [8/6/2010]
UMB Wins Over a JPMorgan Client [8/10/2010]
UPDATED: A Mutual Fund Vendor is Acquiring Another [8/17/2010]
OppFunds Fills Four Newly Created Senior Posts [8/5/2010]
Is the Timing Right for an ALPS Sale? [8/18/2010]
Bill Carey Resurfaces [8/24/2010]
Is Northwestern Thinking of Selling Russell? [8/25/2010]
Top Retail Sales Job Opens Up at ING [8/27/2010]
DWS's Top Marketer Jumps to a Rival Firm [8/9/2010]
Hartford Names its Mutual Fund Chief [8/23/2010]
Hartford Restructures its Sales Force [8/25/2010]
JPMorgan Funds Taps a New President [8/20/2010]
Pioneer Sale is Gavel-Ready [8/18/2010]
O'Shaughnessy Hangs Out his Own Shingle [8/13/2010]
Takeover Talk Fuels Rise in Legg Mason Share Price [8/27/2010]
Columbia Plans to Add 150 Jobs [8/17/2010]
Pru Pulls a $1.3 Billion Subadvisory Gig from Pimco [8/19/2010]
Loomis Sayles Taps Talent from Wellington [9/1/2010]
Is McColgan Coming Back from the Beach? [8/20/2010]
MSSB Chats with Fund Managers [8/6/2010]
Mutual Fund Players are Among the Fastest-Growing Firms [8/24/2010]
Turner Hunts for Wholesalers [8/13/2010]
Pimco is Popular [8/13/2010]
Institutions are Buying Up More Mutual Funds [8/30/2010]
UPDATED: A Mutual Fund Vendor is Acquiring Another [8/17/2010]
12b-1 Reform Could Hit American Funds and Others Hard in the 401k Biz [8/20/2010]
Change of Control Looms for a Chicago Fund Firm [8/9/2010]
OppFunds Fills Four Newly Created Senior Posts [8/5/2010]
Did TD Give T. Rowe a Deal? [8/6/2010]
Bill Carey Resurfaces [8/24/2010]
A Legg Mason Vet Dies [8/16/2010]
DWS's Top Marketer Jumps to a Rival Firm [8/9/2010]
Fidelity's Numbers Go Viral [8/24/2010]
JPMorgan Funds Taps a New President [8/20/2010]
A New York Firm is Pulling the Plug on its Mutual Fund [8/11/2010]
Pioneer Sale is Gavel-Ready [8/18/2010]
Is Northwestern Thinking of Selling Russell? [8/25/2010]
Dreyfus is Hiring Wholesalers [8/5/2010]
Mutual Fund Players are Among the Fastest-Growing Firms [8/24/2010]
Hartford Names its Mutual Fund Chief [8/23/2010]
O'Shaughnessy Hangs Out his Own Shingle [8/13/2010]
Ex-Janus Exec Takes the CEO Job at Scout [8/11/2010]
Is McColgan Coming Back from the Beach? [8/20/2010]
Hartford Restructures its Sales Force [8/25/2010]
Will BofA Part with BlackRock? [8/16/2010]
AllianceBernstein Has a Trio of New Hires [8/11/2010]
Ned Johnson Not Seen at the 'Buffett' Line [8/5/2010]
Top Retail Sales Job Opens Up at ING [8/27/2010]
Takeover Talk Fuels Rise in Legg Mason Share Price [8/27/2010]
Go to Complete List »
Investment Operations Seminar, 9/17/2010
Sub-Advised Funds Forum, 9/21/2010
ICI 2010 Tax and Accounting Conference, 9/26/2010
16th Annual Money Fund Forum, 9/27/2010
Enterprise Risk Management Seminar, 9/27/2010
NICSA East Coast Regional Meeting, 10/6/2010
FPA Annual Conference and Expo, 10/9/2010
IRI Annual Meeting, 10/24/2010
MFWire Influencers' Summit 2010, 10/25/2010
Investment Company Directors Conference, 10/25/2010
Schwab Impact Conference, 10/26/2010
2010 FundForum USA, 11/1/2010
Connect'10, 11/11/2010
Closed-End Fund Conference, 11/17/2010
Securities Law Developments Conference, 12/14/2010
NICSA East Coast Regional Meeting, 1/13/2011
TD Partnership 2011, 2/2/2011
29th Annual NICSA Conference & Expo, 2/13/2011
Mutual Funds and Investment Management Conferecne, 3/27/2011
FPA Annual Conference, 9/15/2011
New Business Consultant
Vice President, Defined Contribution Investment Only (DCIO)
RVP/External Wholesaler
Business Development Manager
Vice President, Retirement Plan Services Sales, JPMorgan
Retirement Services Client Relationship Consultant
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Subscribe to MFWire.com's News Alerts [click]
September 3, 2010 Edition
Featured Fund Firms (click name for profile):
Many mutual fund directors, particularly those who are independent directors, want to ensure that their responsibility to the board doesn't end up affecting their personal assets.
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