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News Stories Archives - Since 1998
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The Most Influential People in Fund Distribution
The MFWire is taking your input and feedback for our inaugeral list of the Forty Most Influential People in Fund Distribution. See our initial list of 175 nominees...
MutualFundWire.com -
Friday, August 21, 2009
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Reader Rating: 3
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Eaton Vance Names its New Head Marketer
The Boston fund firm finds a new chief marketing officer after a nearly year-long search...
MutualFundWire.com -
Monday, February 01, 2010
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Reader Rating: 1
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Eaton Vance Hunts for a Marketer after a Now-Former Exec's Arrest
The Boston fund firm is searching for a new marketing chief...
MutualFundWire.com -
Thursday, April 02, 2009
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Natixis President and CEO Takes on Expanded Role
David Giunta takes leadership roles in several funds, as five other Natixis execs get promotions...
MutualFundWire.com -
Thursday, April 03, 2008
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Reader Rating: 5
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Vanguard and Fido are the Stars, So Where Does Your Fund Firm Rank in Growth Potential?
Cogent Research has applied its predictive model to fund firms to tease out which funds will be tomorrow's Stars, Leaders, Players or Drifters, based on their growth potential...
MutualFundWire.com -
Thursday, October 25, 2007
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Reader Rating: 5
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A Sales Exec Goes from Baron to BlackRock
The sales exec covers independent advisors in Los Angeles and Orange County...
MutualFundWire.com -
Tuesday, November 24, 2009
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Reader Rating: 5
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U.S. News Lists the Best Mutual Funds for 2010
The pub highlights top-ranked funds in 11 categories...
MutualFundWire.com -
Thursday, February 25, 2010
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Van Eck, Manning & Napier and Matthews Asia Grew Faster in '09 Than Any Other Active Fund Managers
Strategic Insight finds that active fund managers at boutique firms grew at a rapid rate in '09, as did ETF assets and bond fund inflows...
MutualFundWire.com -
Thursday, January 14, 2010
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A Boston Fund Firm Taps a New Northeast Division Sales Chief
The asset manager draws from within its ranks to fill the post...
MutualFundWire.com -
Friday, April 24, 2009
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What Does A Sale by Strong Mean to 401k Clients?
The quick answer is that no one knows. Yet, it is possible to speculate about the impact of the possible sale...
401kWire.com -
Friday, December 05, 2003
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Reader Rating: 1
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Profits Double at a Boston Asset Manager
The firm earned $51.5 million in the three months ended January, up from $25.3 million in the year-ago period...
MutualFundWire.com -
Wednesday, February 24, 2010
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An MFS Sales Exec Jumps to Eaton Vance
Eaton Vance has landed a top sales exec from MFS...
MutualFundWire.com -
Wednesday, April 08, 2009
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Eaton Vance Taps Armored Wolf for its New Fund
The Boston fund firm on Thursday launched a commodity strategy fund...
MutualFundWire.com -
Thursday, April 08, 2010
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Eaton Vance Hires a New Distribution Head
The Boston firm has tapped an executive from Ixis Asset Management as president of Eaton Vance Distributors...
MutualFundWire.com -
Thursday, May 24, 2007
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Reader Rating: 3
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Baron's Distribution Chief Hires Two
Brian Jacobs adds two wholesalers...
MutualFundWire.com -
Friday, July 24, 2009
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Eaton Vance Sees the Economy's 'Engine Heating Up'
Several top execs from the Boston-based investment giant traveled to NYC on Thursday to cast their investment predictions and outlook for 2010 in light of the findings of the company's annual investor survey...
MutualFundWire.com -
Thursday, January 07, 2010
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Reader Rating: 5
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The Street Smiles on Public Fund Firms
Asset managers seem to be turning around after a painful year...
MutualFundWire.com -
Tuesday, September 29, 2009
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Eaton Vance Builds on the Stimulus
The Boston-based mutual fund firm plans a new fixed income fund...
MutualFundWire.com -
Tuesday, September 08, 2009
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Unwittingly, Two Build America Funds Launch on the Same Day
Eaton Vance and Invesco PowerShares unveil their respective Build America offerings on Tuesday...
MutualFundWire.com -
Tuesday, November 17, 2009
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Will Absolute Return Funds Live Up to Their Promise?
Updated | An AP columnist worries about an increasingly popular mutual fund asset class...
MutualFundWire.com -
Monday, August 30, 2010
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Invesco Aims an ETF at Build America Bonds
PowerShares files to launch a new exchanged-trade fund...
MutualFundWire.com -
Wednesday, September 16, 2009
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Eaton Vance Tackles Real Return
The Boston-based mutual fund firm unveils its latest offering...
MutualFundWire.com -
Thursday, April 15, 2010
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WSJ Rains on the Absolute Return Fund Parade
The paper worries about the trendy asset class...
MutualFundWire.com -
Monday, July 12, 2010
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A Beantown Fund Shop Plans to Grow its DC I-O Team
The top distribution executive at the Boston-based mutual fund firm reveals expansion plans...
401kWire.com -
Monday, August 24, 2009
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Reader Rating: 4
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Head East For Fund Company Jobs
This week The MFWire looks for jobs on the East coast...
MutualFundWire.com -
Friday, October 17, 2008
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Big Boston Companies are Hiring
Despite the crisis currently roiling the economy fund companies are still searching for recruits. ..
MutualFundWire.com -
Friday, September 26, 2008
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Baron's Ex-Distribution Chief Takes Over a Niche Fund Firm
A relatively new mutual fund player switches CEOs...
MutualFundWire.com -
Thursday, April 29, 2010
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East Coast Job Surfing
Find a new place for labor today. ..
MutualFundWire.com -
Monday, September 01, 2008
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What Does the Nuveen Deal Mean?
Have the private equity floodgates to the asset management industry been opened by Wednesday's unveiling of the $5.75 billion deal that will take Nuveen private? And what does the future hold for Nuveen itself?..
MutualFundWire.com -
Friday, June 22, 2007
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Reader Rating: 3
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Janus Subsidiary Expands its Senior Ranks
Intech adds to its leadership team...
MutualFundWire.com -
Wednesday, March 03, 2010
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Eaton Vance Distributors Revamps Management Structure
The sales arm of the Boston asset manager has a new management structure...
MutualFundWire.com -
Thursday, October 18, 2007
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Big Boston Fund Shops are on the Prowl for New Recruits
This week The MFWire spotlights Beantown job opportunities...
MutualFundWire.com -
Friday, April 18, 2008
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Reader Rating: 5
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Fundies Raise Over 350K for a Good Cause
Mutual fund execs can be quite generous when it comes to golfing for a cause...
MutualFundWire.com -
Wednesday, June 13, 2007
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Reader Rating: 3.17
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If Obama Gets His Wish, Expect more Build America Funds
According to The Journal's Fund Track, Obama wants to make the Build America Bonds program a permanent fixture in U.S. investing..
MutualFundWire.com -
Thursday, February 04, 2010
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Pimco Creates Six New Bond ETFs
Pimco has filed five passively managed funds and one actively managed fund with the SEC..
MutualFundWire.com -
Tuesday, March 16, 2010
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A Boston Asset Manager Hunts for a Regional Sales Director
The firm is searching for a regional sales director for the wirehouse channel in the Northeast...
MutualFundWire.com -
Friday, March 06, 2009
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Reader Rating: 5
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Sales Chief Reportedly Leaves Asset Manager
Who will take over distribution in the wake of an executive departure?..
MutualFundWire.com -
Wednesday, October 29, 2008
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Natixis Sales Vet Takes Talents North
A small New Hampshire fund shop has made a big hire...
MutualFundWire.com -
Friday, June 20, 2008
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Reader Rating: 5
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Eaton Vance's Institutional Distribution Head Steps Down
Lisa Jones is leaving her post as head of institutional and international distribution...
MutualFundWire.com -
Wednesday, May 19, 2010
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Big Boston Newsmakers are Hiring
This week we spotlight jobs at the fund companies that made headlines this week...
MutualFundWire.com -
Friday, June 13, 2008
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Absolute Return Funds are 'Resonating'
Reuters ponders the trendy new mutual fund asset class...
MutualFundWire.com -
Monday, June 28, 2010
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Ivy Marketing Director Jumps to Eaton Vance
Stephen Barrett has signed on to be the chief marketing officer at Eaton Vance...
MutualFundWire.com -
Friday, April 25, 2008
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Flanagan's Moves are Paying Off at Invesco, MarketWatch Says
The changes that Martin Flanagan has put in place since taking over the top job at Invesco in 2005 are paying off, notes MarketWatch reporter Sam Mamudi...
MutualFundWire.com -
Tuesday, January 27, 2009
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Stock Analysts See Fewer Fund Firms Ahead
Stock analysts are predicting consolidation in the asset management industry and increased market share for the winners even as demographics open up more asset gathering opportunities...
MutualFundWire.com -
Friday, May 15, 2009
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East Coast Job Fair
This week the we scour the East Coast to find the best fund jobs...
MutualFundWire.com -
Friday, August 08, 2008
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Baron Taps an Allianz Vet as Chief Distribution Officer
The new hire brings "big company" experience to the New York City-based Baron Capital...
MutualFundWire.com -
Tuesday, January 20, 2009
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List of Load-Waived Fund Offerings is Growing
The Journal's Karen Damato notes the rise in the number of fund firms offering load-waived products...
MutualFundWire.com -
Monday, March 01, 2010
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WSJ Spotlights Fund Bigwigs' Pay
The austerity that has swept through parts of the financial industry hasn't hit fundsters as hard, WSJ's Diya Gullapalli notes...
MutualFundWire.com -
Thursday, February 19, 2009
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Fido More than Doubled its Citi Stake in the Fourth Quarter
Fidelity added more than 100 million shares during the fourth quarter, pushing its holdings to 176 million shares worth $1.18 billion as of end-December...
MutualFundWire.com -
Monday, February 23, 2009
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Reader Rating: 5
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Money Funds Targeted by Auction-Rate Note Marketers
Money market mutual funds could be a way to unfreeze the auction-rate note marketplace some hope...
MutualFundWire.com -
Monday, June 30, 2008
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Reader Rating: 2
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MFS: A Time to Acquire?
What should Sun Life do with its U.S. fund manager? One option would be for it to go shopping...
MutualFundWire.com -
Tuesday, August 01, 2006
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Murphy Takes Reins at ICI
The OppenheimerFunds CEO will be the new chairman of the ICI...
MutualFundWire.com -
Friday, October 05, 2007
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Milberg Weiss Goes After Wells Fargo
Wells Fargo Investments is in the sites of Milberg Weiss, perhaps the nation's best-known class action lawyers. The New York law firm recently filed a class action lawsuit against the San Francisco-based fund firm in which it alleges that the funds participated in non-disclosed revenue sharing that harmed shareholders. The NASD's recent settlements with 14 broker-dealers for revenue sharing related issues seem to have sparked the suit...
MutualFundWire.com -
Friday, November 11, 2005
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Openings and Closings: June 1, 2010
A roundup of fund launches and closings...
MutualFundWire.com -
Tuesday, June 01, 2010
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Eaton Vance Plans to Launch Active Bond ETFs
The Boston-based asset manager plans to offer five actively managed fixed income ETFs...
MutualFundWire.com -
Monday, March 08, 2010
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Fund Filings, Launches and PM Switches: July 9, 2010
Eaton Vance, MFS and WisdomTree all prep new offerings...
MutualFundWire.com -
Friday, July 09, 2010
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Patriotic New England Job Hunting
This week we head to two regions in New England for career opportunities...
MutualFundWire.com -
Friday, August 17, 2007
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Reader Rating: 3
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Eaton Vance Taps Chief For Two Channels
The Boston-based fund firm brings in a local to lead its DC I-O and sub-advised distribution...
MutualFundWire.com -
Thursday, December 27, 2007
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Reader Rating: 3.17
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Web Site Takes Aim at Fund Fees
The new site promises that fund shareholders can save eighty percent by moving to ETFs...
MutualFundWire.com -
Tuesday, May 25, 2010
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Ascentia Seeks Two More Subadvisors
The mutual fund advisor will two additional mandates as it wraps up its hiring of Armored Wolf...
MutualFundWire.com -
Monday, May 24, 2010
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Another Day of Decline for Fund Stocks
In a late day sell off today the Dow slid to a loss of 167 points, taking most fund company stocks down with it...
MutualFundWire.com -
Wednesday, August 15, 2007
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Reader Rating: 1.5
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Mutual Fund Stocks Continue to Tumble Friday Morning
Mutual fund stocks had a weak opening Friday morning in the wake of this week's market turbulence...
MutualFundWire.com -
Friday, August 10, 2007
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Reader Rating: 3
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A Boston Fund Firm's Stock Receives a Downgrade
A Buckingham Research group analyst downgraded the stock due in part to the bearish outlook for the broader asset management industry...
MutualFundWire.com -
Thursday, November 13, 2008
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Eaton Vance Adds a DC I-O Wholesaler
The Boston asset manager expands its DC I-O and sub-advisory sales team with a hire in the West...
401kWire.com -
Wednesday, April 15, 2009
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Reader Rating: 5
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Eaton Vance CA Muni Fund Faces a Dark Day
The fund will be merged into another at the Boston-based mutual fund shop...
MutualFundWire.com -
Friday, August 27, 2010
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Morgan Stanley Opens Pandoras Box
Nearly every national paper weighed in on the brewing fund scandal. Here is who said what...
MutualFundWire.com -
Tuesday, July 15, 2003
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Enron 401k on Short List of Congress
SSgA Lands Pair for International Fund ... Custodian Adds 24-Hour Client Support ... Legg Mason Settles Claim for $2.1 Million ... Growth Funds Win in 2002 Predicts S&P Analyst ... Oldest Bond Index Fund Turns 15 ... Report Says BGI May be Sold.
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401kWire.com -
Thursday, December 13, 2001
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Reader Rating: 3
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WSJ Shines Light on Eaton Vance Closed-Enders
Interested in the alternate universe of closed-end funds?..
MutualFundWire.com -
Friday, March 14, 2008
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Reader Rating: 3
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Eaton Vance to Buy Bulk of SMA Player
The deal marks the strategic expansion of the tax-managed and SMA businesses of the Boston-based investment management firm...
MutualFundWire.com -
Thursday, June 05, 2003
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Grail WAMs the Active ETF Market
The actively-manager ETF company has picked a bond house to sub-advise its latest fund...
MutualFundWire.com -
Monday, May 17, 2010
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Goldman Slashes its Outlook on Asset Managers
Goldman Sachs sees continued pressure on AUM and earnings growth in the quarters ahead...
MutualFundWire.com -
Wednesday, September 10, 2008
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Wirehouse Worries
What does the rumored MLIM and Legg Mason deal signal to industry watchers?
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MutualFundWire.com -
Friday, June 04, 2004
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Reader Rating: 4.5
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Eaton Vance Raises A Billion
By selling shares of a fund, the largest manager of US mutual funds designed to minimize taxes hits paydirt...
MutualFundWire.com -
Thursday, January 29, 2004
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Eaton Vance Posts a 37 Percent Drop in Q3 Earnings
The Boston fund firm recorded a 19 percent drop in revenues during its fiscal third quarter...
MutualFundWire.com -
Wednesday, August 19, 2009
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Eaton Vance Expands its DC I-O and Sub-advisory Group
The Boston-based investment manager fills a newly created post on the West Coast...
401kWire.com -
Friday, October 16, 2009
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Reader Rating: 3
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A New Way for Funds to Stand Out
What is a mutual fund to do to stand out in a crowded field of roughly 8,000? A newspaper derives an idea...
MutualFundWire.com -
Wednesday, April 04, 2007
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Reader Rating: 4
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Eaton Vance Grabs Natixis Alum for Chief Legal Officer Post
The Boston investment management firm has hired John Pelletier as its chief legal officer...
MutualFundWire.com -
Wednesday, October 10, 2007
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Seen and Heard: Alligator and Asset Managers Steal the Show
The ASPPA conference draws advisors, lobbyists, providers ... and at least one cold-blooded native.
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401kWire.com -
Thursday, February 14, 2008
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Reader Rating: 2
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Eaton Vance Under New Management Following Hawkes' Retirement
The position of chairman and CEO at Eaton Vance has shifted to Thomas Faust...
MutualFundWire.com -
Thursday, November 01, 2007
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Reader Rating: 3
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Fund Firms Rank Last in Fee Disclosures
Compared with DC providers and brokerage firms, fund firms do not fare well in presenting fee information in investor statements, says this industry report...
MutualFundWire.com -
Thursday, March 27, 2003
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Sales Charge Waivers Trip Up AXA
The broker-deal and investment advisor is fined and censured by NASD...
MutualFundWire.com -
Friday, February 27, 2004
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Study Ranks the Good, Bad & Ugly in Fee Info
DALBAR ranks most DC statements as good to very good in terms of fee disclosure, but a minority totally avoids providing such info to participants...
401kWire.com -
Thursday, March 27, 2003
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Reader Rating: 4
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WSJ Sees a Revival in the Closed-End Fund Market
In Wednesday's Wall Street Journal, Ian Salisbury writes that after two stagnant years, the closed-end market may be back...
MutualFundWire.com -
Wednesday, June 30, 2010
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Eaton Vance's Earnings Rise 39 Percent
Its open-ended funds take in $1.1 billion in net flows...
MutualFundWire.com -
Tuesday, November 24, 2009
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Reader Rating: 4
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Clay Plans Sale of Eaton Vance Shares
The shares could bring more than $300 million at current prices...
MutualFundWire.com -
Thursday, December 11, 2003
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Another Firm Sues Eaton Vance
This brings the number of class actions waged against the company to three...
MutualFundWire.com -
Friday, January 30, 2004
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E*Trade's Exit from Fund Management Draws The Journal's Notice
The New York-based online broker's exit from the mutual fund management business is the subject of Thursday's WSJ Fund Track...
MutualFundWire.com -
Thursday, February 26, 2009
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Ex-Eaton Vance Chief Signs On with a Private Equity Firm
The former top executive of the Boston asset manager will focus on evaluating investment opportunities in the financial services sector...
MutualFundWire.com -
Monday, March 02, 2009
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Fund Company Stocks Rebound
Today's midday fund company stock report finds the shares of all but four of the 19 publicly traded mutual fund companies tracked by the MFWire, up for the day...
MutualFundWire.com -
Wednesday, August 15, 2007
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Eaton Vance Hiring for DC-IO Team
The Boston asset manager will install regional sales directors in the East and Central territories...
401kWire.com -
Monday, April 14, 2008
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Reader Rating: 5
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Cost of Scandal Fix Will Sting, Promise Analysts
Forced fee cuts, added disclosures and increased compliance rules will hit bottom line hard. The total costs to the fund industry could reach past $6 billion...
MutualFundWire.com -
Wednesday, May 05, 2004
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Reader Rating: 5
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Eaton Vance Boasts $2 Billion Offering
Closed-end funds investing in fixed income remain popular with investors...
MutualFundWire.com -
Thursday, May 29, 2003
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Eaton Vance's Income Rises as Inflows Boom
The Boston-based mutual fund firm reports its second quarter earnings...
MutualFundWire.com -
Wednesday, May 19, 2010
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Eaton Vance Renews TA Mandate
The fund firm keeps its 250,000 accounts with its current transfer agent...
MutualFundWire.com -
Wednesday, August 06, 2003
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Scudder Vet Opens Boutique
Mattoon is unretiring and partnering with a Goldman Sachs veteran to to create a firm catering to the affluent...
MutualFundWire.com -
Tuesday, November 05, 2002
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Reader Rating: 2.33
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Eaton Vance Stock Receives Downgrade
Eaton Vance's stock was downgraded by a JPMorgan analyst...
MutualFundWire.com -
Friday, August 24, 2007
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Cuts at Fund Firms Loom
The hometown paper to the fund industry remains pessimistic about employment levels in the industry...
MutualFundWire.com -
Monday, November 25, 2002
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Reader Rating: 2.75
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Eaton Vance Buys Again
Eaton Vance has made another deal. Thursday, the Boston-based firm purchased the high net worth business of Voyageur Asset Management from RBC Dain Rauscher for an undisclosed amount...
MutualFundWire.com -
Thursday, December 01, 2005
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Lipper Enhances Fund Evaluation Tool
Firm reaches out to advisors with enriched free product...
MutualFundWire.com -
Tuesday, September 17, 2002
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Beware an End of the Year, Fund-ETF-Fund Shuffle
A news service highlights concerns over year-end capital gains distributions to mutual fund investors...
MutualFundWire.com -
Wednesday, November 12, 2008
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Firms Try to Find the Best Bang for Their Buck
Fund families spent cold hard cash in 2004, but did it get them anywhere?..
MutualFundWire.com -
Thursday, January 13, 2005
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