News Stories Archives - Since 1998
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$10.04B In 239 Days
An active fixed income ETF surpasses $20 billion in AUM...
MutualFundWire.com -
Thursday, February 6, 2025
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At a Gotham AM, a 1YO Team's MFs Near $5.4B, And ...
UPDATED | The new team also recently made another senior addition to their ranks...
MutualFundWire.com -
Tuesday, January 28, 2025
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Hankin Shares the Throne With a 22-Year Brown Vet
The leadership structure change comes 30 years after the Charm City fund firm became independent...
MutualFundWire.com -
Tuesday, January 14, 2025
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Lafferty Preps a $1.3T-AUM AM's 2nd Active FI ETF
The new fixed income fund is expected to debut on the NYSE Arca next month and is based on a 17-year-old SMA strategy...
MutualFundWire.com -
Monday, January 13, 2025
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Two Dodge Vets Prepare to Take the Reins In 2026, And ...
Dana Emery is expected to retire at the end of 2025, handing over to two of her senior leaders at the San Fran fund firm...
MutualFundWire.com -
Thursday, January 9, 2025
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Koudounis Combines Downside Protection With Crypto
The team at a Midwestern fund firm is rolling out an actively managed ETF that offers a twist on the spot bitcoin ETPs that debuted a year ago...
MutualFundWire.com -
Monday, January 6, 2025
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2024...
MutualFundWire.com -
Friday, December 27, 2024
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Aguilar, Le, and Two AMs Win Big In Vegas
The folks at an advisor-focused trade publication recognized 85 award winners last week, including several on the asset management side of the business...
MutualFundWire.com -
Tuesday, December 17, 2024
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Morris Shifts a $358MM-AUM Suite
The move comes 11 months after the trio debuted and brings them closer to 11 other ETFs from the same fund firm...
MutualFundWire.com -
Thursday, December 12, 2024
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With a 2025 Deal, a $9B-AUMA AM Will Come to Gotham
The folks at a Tar Heel ETF strategist are preparing to buy an 18-year-old fund firm in the Empire State...
MutualFundWire.com -
Friday, November 29, 2024
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Stumm Completes a $380MM-AUM Pair of Adoptions, And ...
A third adoption deal is expected to close in about three months. All three deals involve funds from the same multinational asset manager, which becomes the adoptees' subadvisor...
MutualFundWire.com -
Thursday, November 21, 2024
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A $382B-AUM AM Targets "One of the Fastest Growing Active ETF Opps"
A publicly traded fund firm's team tries to "create a portfolio across all fixed income sectors."..
MutualFundWire.com -
Thursday, November 14, 2024
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A 31YO AM Launches a Mutual Fund As Seed Capital
The $4.3-billion-AUM, Lone Star State fund firm's team plans to soft-close the new fund once it reaches $150 million in assets...
MutualFundWire.com -
Monday, November 11, 2024
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1 Year In, a 47YO AM Quadruples Its ETF Lineup, And ...
A Beantown fund firm is rolling out three ETFs and prepping at least two more...
MutualFundWire.com -
Friday, November 8, 2024
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A Subadvised Fund Firm's Parent Cuts 2.5 Percent
The planned job cuts are reportedly expected to affect 225 jobs...
MutualFundWire.com -
Friday, November 1, 2024
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T. Rowe and 19 Other Fund Firms Sparkle In the Big Apple
A mutual fund industry trade group honors a host of fund firms...
MutualFundWire.com -
Tuesday, October 29, 2024
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Reader Rating: 5
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A $1.63T-AUM AM Enters the Thematic ETF Space
The folks at a publicly traded fund firm are rolling out their 17th active ETF...
MutualFundWire.com -
Friday, October 25, 2024
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Feds Attack 'AGiantSchnauzer' Over the Bitcoin ETF SEC Twitter Hack
FBI agents arrested a man who also goes by the handles "Ronin" and "@Easymunny."..
MutualFundWire.com -
Friday, October 18, 2024
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A 104YO Boutique Goes Inside the ETF Space? COPY!
A New England boutique's team is preparing to launch their first ETF later this year...
MutualFundWire.com -
Wednesday, October 9, 2024
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A $3.5B-AUM Systematic Fund Turns 10
The folks at a subadvised fund firm are celebrating a milestone for one of their offerings, which comes in five flavors...
MutualFundWire.com -
Wednesday, October 9, 2024
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An 11-Year-Old AM Builds a PE-Like ETF
The folks at a Gotham fund firm team up with a Beantown arm of a publicly traded multinational's asset manager...
MutualFundWire.com -
Tuesday, October 8, 2024
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16 Years In, an MA Fund Firm Joins the Rising ETF Tide
The folks at a faith-based SRI AM in Massachusetts are launching their first ETF...
MutualFundWire.com -
Monday, October 7, 2024
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A $2.6B-AUM AM Settles, Accused of Failing Its Own Religious Standards
A national regulatory agency smites a Gem State firm, which has agreed to pay a $300,000 penalty...
MutualFundWire.com -
Tuesday, October 1, 2024
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With a New Chief, a $79B-AUM AM Is "Still Very Much Open Arch"
A multi-boutique asset manager's new CEO talks about what he's looking for in boutiques for adoptions, distribution partnerships, or acquisitions...
MutualFundWire.com -
Thursday, September 19, 2024
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Week In Preview, September 16 - September 22
This week, the teams at First Eagle, ICI, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events...
MutualFundWire.com -
Monday, September 16, 2024
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VanEck Preps a $21MM-AUM Pair of Liquidations
One of the funds is expected to shutter in 11 days, while the other will shut down in about a month...
MutualFundWire.com -
Thursday, September 12, 2024
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A $38.5B-AUM AM Bundles Downside Protection ETFs
A Midwestern liquid alts shop is launching an ETF-of-ETFs...
MutualFundWire.com -
Wednesday, September 11, 2024
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A 51-Year-Old Team Mourns Their Last Founder
The folks at a value equity boutique are saying goodbye to the firm's third namesake...
MutualFundWire.com -
Thursday, August 22, 2024
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GMO Celebates a $1B-AUM First Foray
In nine months, the value equity asset manager's first ever ETF has reached ten-figure territory...
MutualFundWire.com -
Wednesday, August 14, 2024
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With a New Quartet, a 36-Year-Old Quant Shop Enters ETF World
The team at a $10-billion-AUM boutique, part of a $783-billion-AUM asset manager, is rolling out their first four ETFs...
MutualFundWire.com -
Friday, August 2, 2024
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An 11-Year-Old Boutique Adds 3 More ETFs
All three new launches are index funds that involve Solactive...
MutualFundWire.com -
Friday, July 26, 2024
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A Freshly Transformed Muni Fund Doubles In 2 Months, And ...
The fund firm transformed the fund last December. Meanwhile, a new MD is joining the team that runs the fund...
MutualFundWire.com -
Friday, July 26, 2024
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In 30 Months, an Active Bond ETF Reaches $1B
The milestone came a month after the fund's elder sibling surpassed $10 billion in AUM...
MutualFundWire.com -
Thursday, July 25, 2024
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An 87-Year-Old Titan Enters the Active Muni ETF Space
The launch expands the publicly traded firm's active ETF lineup to 16 funds in total...
MutualFundWire.com -
Wednesday, July 10, 2024
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Franklin, Matthews, and 30 Other AMs Win Big In Gotham
A trade publisher's team hosted their annual awards gala earlier this week...
MutualFundWire.com -
Thursday, June 20, 2024
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PGIM Adds FoFs For 2 New ETF Series
The dual launch comes less than six months after the asset manager's team unveiled those series...
MutualFundWire.com -
Friday, June 14, 2024
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Jaaa, This Active ETF Reached $10B
An income fund crosses the milestone after less than four years...
MutualFundWire.com -
Wednesday, June 12, 2024
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4.5 Months Post-Transformation, a Muni Fund Reaches $1B
The 12-year-old fund changed names and strategies at the end of last year and started this year with a new portfolio manager...
MutualFundWire.com -
Thursday, May 16, 2024
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For Bogle's 4th Successor, the Board Picks a Non-Crew Member, And ...
In a first, a non-Vanguard veteran is preparing to take over the Low-Cost Leviathan. Meanwhile, a familiar new chairman will rise, and three new members will join the fund firm's board...
MutualFundWire.com -
Wednesday, May 15, 2024
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A Gotham Real Estate Hedge Fundster Preps an ETF
A 14-year-old shop is teaming up to enter the ETF space...
MutualFundWire.com -
Monday, May 13, 2024
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First Trust Transforms 4 CEFs Into 1 ETF
The combination created a fund with about $1.1 billion in AUM...
MutualFundWire.com -
Friday, May 10, 2024
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An Inaugural ETF Approaches $600MM In Less Than Six Months
The actively managed stock fund is a 47-year-old asset manager's first foray into the exchange-traded fund space...
MutualFundWire.com -
Thursday, April 25, 2024
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A Green Roboadvisor Builds a 2nd ETF
A Bay Area firm's team rolls out an actively managed bond fund...
MutualFundWire.com -
Monday, April 15, 2024
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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 -
Monday, April 1, 2024
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Reader Rating: 5
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An FBI-Vet-Turned-Fundster-C-Suiter Dies
The Peach State executive was 62 years old...
MutualFundWire.com -
Tuesday, March 5, 2024
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A $973B-AUM Multinational Enters the Active ETF Space
The publicly traded firm's first ever actively managed ETF debuted last week on the Nasdaq...
MutualFundWire.com -
Monday, March 4, 2024
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Near Tampa, a 26-Year Franklin Templeton Vet Exits
The departing sales vet first joined Franklin Templeton in 1997...
MutualFundWire.com -
Thursday, February 22, 2024
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Calamos Combos Bonds With Options On Stocks
The team at a Chi-Town area fund firm is rolling out their fourth ETF...
MutualFundWire.com -
Thursday, February 15, 2024
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A $2T-AUM Firm's Money Fund Team Has a Golden Celebration
Sunday would have been the 50th birthday of the asset manager's first money market fund...
MutualFundWire.com -
Wednesday, January 31, 2024
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50 Years, $560B In AUM
The team at a publicly traded asset manager celebrates an anniversary...
MutualFundWire.com -
Thursday, January 18, 2024
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A $4B-AUM ETF Shop Starts a Corp Credit Series
A multi-boutique's team rolls out the first three ETFs in a new series. Watch for them to add seven more ETFs to the new offering...
MutualFundWire.com -
Wednesday, January 17, 2024
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A $35.5B-AUM AM Adds an ETF-of-CEFs
The new fund is the Midwestern firm's 3rd ETF...
MutualFundWire.com -
Tuesday, January 16, 2024
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A $715B-AUM AM Adds a 4th ETF
The new, actively managed fixed income fund debuted earlier this week...
MutualFundWire.com -
Thursday, January 4, 2024
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A $1.2T-AUM Firm Kicks Off Two 12-Fund Series
The first ETFs in both series debuted on Friday. Two more ETFs will debut each month this year...
MutualFundWire.com -
Wednesday, January 3, 2024
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In Memoriam
Fundsters said goodbye to a number of industry veterans in 2023...
MutualFundWire.com -
Thursday, December 28, 2023
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125 Years, $1.1T In AUM
Updated | A mutual fund titan's team celebrates a big milestone...
MutualFundWire.com -
Thursday, November 30, 2023
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A Gotham Shop's New ETF Combines Stocks and Another Fund
The new fund debuted on Monday and has about $2.5 million in AUM...
MutualFundWire.com -
Wednesday, November 15, 2023
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Baron Gets In Sync With Shareholders Again
The fundster and his team are hosting their 30th annual client conference, in the Big Apple as per usual...
MutualFundWire.com -
Friday, November 10, 2023
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A $308B-AUM AM Adds a Securitized Income ETF
The firm lays claim to being the fifth largest provider of active fixed income ETFs in the U.S...
MutualFundWire.com -
Thursday, November 9, 2023
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$4B In AUM In Three Years
A publicly traded fund firm's team celebrates a big milestone for one of their active ETFs...
MutualFundWire.com -
Thursday, October 26, 2023
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$138MM In Nine Months
A institutional structured credit asset manager's team celebrates the growth of their first ETF...
MutualFundWire.com -
Wednesday, October 25, 2023
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$62.622B and Counting
The M* team updates U.S. flows data for September 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, October 23, 2023
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19 Fund Firms Win Big In the Second City
A mutual fund industry trade group honors a number of mutual fund firms...
MutualFundWire.com -
Thursday, October 19, 2023
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Reader Rating: 5
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17 of the Best Large Workplaces For Fundsters In 2023
A magazine and a data specialist recognize 1,000 U.S. companies, including several with U.S. mutual fund businesses...
MutualFundWire.com -
Wednesday, October 11, 2023
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A $4B-AUM Firm Helps Investors Bet On Aluminum
A West Coast ETF shop's team is launching a new commodity fund...
MutualFundWire.com -
Tuesday, October 10, 2023
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A 46-Year-Old Firm Debuts Its 2nd ETF
Like the Midwestern firm's first ETF, the new fund is also actively managed...
MutualFundWire.com -
Thursday, October 5, 2023
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One Putnam Succeeds Another Putnam's Successor
A 49-year-old fund firm's CEO passes the reins to a familiar scion...
MutualFundWire.com -
Thursday, October 5, 2023
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Week In Preview, October 2 - October 8
This week, the teams at ETFGI, Expect Miracles Foundation, Fuse, and MFDF are hosting events...
MutualFundWire.com -
Monday, October 2, 2023
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Seven of the Most Trustworthy Fund Firms In 2023
A magazine and a market data specialist recognize 1,000 companies from around the world, including several in the U.S. retirement plan business...
MutualFundWire.com -
Thursday, September 21, 2023
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A $47.5B-AUM Firm's 14th ETF Arrives
The new fund is powered by the asset manager's multi-asset solutions team...
MutualFundWire.com -
Monday, September 18, 2023
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Baird Bets On a Liquid Alts Shop, And ...
Updated | Watch for the Midwestern financial services firm to increase its new stake down the line, without becoming the target's majority owner...
MutualFundWire.com -
Thursday, September 7, 2023
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Week In Preview, August 28 - September 4
This week, the IMEA team will host an event, and the end of summer is nigh...
MutualFundWire.com -
Monday, August 28, 2023
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JPMAM Threepeats, and BlackRock Repeats
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 23, 2023
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Ex-Employees Sue a Presidential Candidate and His ETF Startup
The Midwestern subadvisor recently crossed $900 million in AUM, and one of its founders is expected to participate tomorrow in a debate with seven other contenders...
MutualFundWire.com -
Tuesday, August 22, 2023
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Goldman Leads With $854MM
The M* team updates U.S. flows data for July 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Wednesday, August 16, 2023
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Week In Preview, August 14 - August 20
This week, the teams at the Expect Miracles Foundation and WE are hosting events...
MutualFundWire.com -
Monday, August 14, 2023
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Week In Preview, August 7 - August 13
This week, the teams at Ariel, LPL, MFDF, MMI, and WE are hosting events...
MutualFundWire.com -
Monday, August 7, 2023
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David and Paul Debut Their 26th ETF
The new, actively managed quant fund is designed to mostly invest in total return swaps...
MutualFundWire.com -
Monday, July 17, 2023
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Is the SEC Repeating Past Errors Or Helping MMFs Weather the Next Storm?
The regulatory agency's new money market fund regulations won approval from a divided commission yesterday...
MutualFundWire.com -
Thursday, July 13, 2023
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Surloff Brings an 11-Year Russell Vet Up to the C-Suite, And ...
The fund firm's chief legal officer made a pair of key promotions last month as a 13-year C-suiter retired...
MutualFundWire.com -
Tuesday, July 11, 2023
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13 Years In, a Russell C-Suiter Departs
The exiting executive is an alumnus of MIT, Trinity, and UT...
MutualFundWire.com -
Monday, July 10, 2023
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Via Machine Learning, an NYC Shop Powers a New Long/Short ETF
A three-year-old firm's team is launching a market neutral equity fund...
MutualFundWire.com -
Wednesday, June 14, 2023
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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
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Reader Rating: 5
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DFA Leads As Large Firms' Flows Improve By $20.6B
The M* team updates U.S. flows data for April 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, May 16, 2023
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Breakwave Floats a Third ETF
The six-year-old commodity trading advisor is again teaming up with ETF Managers Group...
MutualFundWire.com -
Thursday, May 4, 2023
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Pimco Versus the Hushed Whispers of Recession
A C-suiter at the fixed income titan looks into his crystal ball...
MutualFundWire.com -
Thursday, April 27, 2023
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USCF Wins With $852MM
The M* team updates U.S. flows data for March 2023 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, April 24, 2023
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15 Years, $6B In AUM, 68 Employees
The team at a faith-based, ESG mutual fund firm celebrates their crystal anniversary...
MutualFundWire.com -
Wednesday, April 19, 2023
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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 -
Monday, April 3, 2023
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Reader Rating: 5
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With $5.2B, Schwab Threepeats
The M* team updates U.S. flows data for January 2023 for ETFs and long-term, opend mutual funds...
MutualFundWire.com -
Thursday, February 16, 2023
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A $190B-AUMS Firm Launches a Multi-Strat Alts Fund
The new fund is an ETF of other ETPs, including ETFs...
MutualFundWire.com -
Tuesday, February 14, 2023
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95 Years, $6.5B In AUM, And ...
Lisa Jones and her team celebrate a big anniversary for a mutual fund that is nearly a century old...
MutualFundWire.com -
Tuesday, February 14, 2023
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Reader Rating: 5
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Joe Neuberger and a Vanguard Vet Take Over a Fund Firm
The Midwestern asset manager's founder is staying on as a PM at the 34-year-old shop...
MutualFundWire.com -
Thursday, February 9, 2023
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Seven Months Post-Merger, Two Chiefs Leave a Fund Distro Giant
The private equity-backed firm had more than 1,250 employees and more than 6,300 clients after the deal closed last year...
MutualFundWire.com -
Wednesday, February 1, 2023
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Nationwide Finds Spangler's Successor
Updated | A sales leader is taking over the Midwestern insurer's mutual fund and ETF business...
MutualFundWire.com -
Tuesday, January 17, 2023
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A 68-Year-Old Firm Adds an Active Commodity ETF
The new fund will invest mainly exchange-traded commodity futures contracts...
MutualFundWire.com -
Friday, January 6, 2023
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One of a $164B-AUM Firm's Founders Dies
The PM was one of seven people who co-founded the Gotham asset manager 54 years ago...
MutualFundWire.com -
Thursday, January 5, 2023
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A Florida Startup Charges Into the ETF Space
The firm's first fund is actively managed and part of a series trust...
MutualFundWire.com -
Wednesday, January 4, 2023
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An Alts Shop Celebrates Its First ETF's First Birthday
The year-old, subadvised, actively managed fund now has more than $60 million in AUM...
MutualFundWire.com -
Wednesday, January 4, 2023
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Reader Rating: 5
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A $66MM-AUM Trio Merges Into a $378MM-AUM Duo
Updated | A 49-year-old firm acquires three mutual funds from a Midwestern shop...
MutualFundWire.com -
Thursday, December 29, 2022
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