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Rating:12 of MFWire's Most Popular Stories of 2022 Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, December 30, 2022

12 of MFWire's Most Popular Stories of 2022

Reported by Andrew Lusk

Here's a look back at 2022's top-read stories each month in the advisor-sold asset management industry:

January
Pondering a Robo's $1.4B Price Tag (January 27)
Parties to the deal frame it as a way to reach Millennial and Gen. Z participants.

Eduardo A. Repetto
Avantis Investors
Chief Investment Officer
February
From $5B to $10B in 10 Months (February 10)
A Midwestern fund firm's newest boutique arm celebrates an eleven-figure milestone.

March
The 29 Most Influential Women in the U.S. Fund Biz (March 8)
The biggest mutual fund winner hails from Vanguard, with close competition from BlackRock and Fidelity personnel.

April
A $231B-AUS Firm Adds a Small Cap Fund (April 6)
A major asset management team rolls out a new mutual fund with help from a duo of seasoned fundsters.

May
A $2.6T-AUM Firm Debuts Its 41st ETF (May 5)
The new, actively managed fund is the asset manager's first ETF listed on the Nasdaq.

June
An 85-Year-Old Firm Preps 8 ETFs (June 8)
In Boston, a major mutual fund firm's team officially puts together a new slate of subadvised products.

July
MMI Pushes a Conference Back Four Months (July 20)
An industry trade group moves a key in-person event to the fall at members' requests.

August
A Gotham PM Dies at 42 (August 11)
Insiders mourn the loss of a New York City ETF expert.

September
Fundsters Golf to Support DEI (September 13)
A trade group hits the green in support of diversity, equity, and inclusion initiatives across the asset management industry.

October
20 Fund Firms Win Big With FAs (October 5)
A financial trade publication recognizes American Funds, Federated Hermes, and Putnam, among others in the asset management industry.

November
An Ex-PIMCO EVP Co-Founds an RIA (November 2)
Two senior fundsters in California, including a PIMCO alum, foray into independent wealth management.

December
In 2023, A Top Distro Leader Will Leave a $531B-AUM Firm (December 2)
A top distribution leader is slated to depart the American wing of an Australian multinational asset manager. 

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  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




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