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News Stories Archives - Since 1998
Gensler Prepares to Cut His Term Short
As Trump prepares to return to the White House, Biden's top Wall Street sheriff has publicly declared when he plans to say goodbye...
MutualFundWire.com - Thursday, November 21, 2024
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
IMPACT 2024 Is Schwab's Changing of the Guard
Nearly 5,000 people have converged on the RIA custodian's former hometown for the three-day conference, now in its 34th year...
MutualFundWire.com - Wednesday, November 20, 2024
ETF AUM Dips 0.2 Percent, Despite a $23B Inflows Jump
An industry research team offers October 2024 data on one side of the asset management business...
MutualFundWire.com - Tuesday, November 19, 2024
Week In Preview, November 18 - 24
This week, the teams at Hennessy, IMEA, MFDF, Schwab, T. Rowe Price, and WE will host events...
MutualFundWire.com - Monday, November 18, 2024
Did a $746B-AUM AM Integrate ESG Firmwide? SEC Cries Foul
A unit of a publicly traded, multinational fund firm has agreed to pay a $17.5-million civil penalty to end the case, without admitting or denying the allegations...
MutualFundWire.com - Friday, November 15, 2024
An Activist Sells 58 Percent of His IVZ Over 2 Years
An activist investor pulls chips off the table from one asset management bet. Yet he continues to leave intact his longstanding stake in another fund firm...
MutualFundWire.com - Thursday, November 14, 2024
A $572B-AUM Direct Indexer Powers Up a 3rd ETF
The subadvisor is a subsidiary of the new fund's $1.6-trillion-AUM provider...
MutualFundWire.com - Wednesday, November 13, 2024
533 People Help an ETF Titan Set a World Record
Late last month, an asset manager's team gathered folks in the Big Apple to attempt to beat a Guinness World Record. They did it!..
MutualFundWire.com - Wednesday, November 13, 2024
A $32B-AUM WM Firm Expands Its ETF Compound
A Gotham investment advisory firm's team is rolling out their second ETF. Like the first, this one is translucent fund with an active, concentrated strategy...
MutualFundWire.com - Tuesday, November 12, 2024
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
Week In Preview, November 11 - November 17
This week, the teams at Baron, Expect Miracles Foundation, ICI, IDC, MFDF, MMI, and WE will host events...
MutualFundWire.com - Monday, November 11, 2024
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
A $77B-AUMA CA Firm Will Shutter Its Sole MF
The liquidation of the seven-year-old mutual fund is scheduled for January 3...
MutualFundWire.com - Friday, November 8, 2024
A $1.3T-AUM AM Preps an 11th FI ETF
The new, passively managed fund is expected to debut in less than two weeks...
MutualFundWire.com - Thursday, November 7, 2024
A 20-Year JPM Vet Takes Over a $12B-AUM Boutique
The Keystone State asset manager has been in the mutual fund business for 36 years...
MutualFundWire.com - Thursday, November 7, 2024
F/m and a 33YO Subadvisor Greenlight Their 1st Equity ETF
The new fund is also the fund firm's first subadvised ETF and the subadvisor's first ETF ever...
MutualFundWire.com - Wednesday, November 6, 2024
From NYSE to NYSE? A $68MM-AUM Duo Shifts
A SoCal fund firm switches the listings of its two ETFs...
MutualFundWire.com - Wednesday, November 6, 2024
With $700MM, a $16B-AUS Insti AM Adds a 5th ETF
The move comes after the firm's team launched their first three ETFs in August and a fourth earlier in October...
MutualFundWire.com - Tuesday, November 5, 2024
23 Years In, a Biz Dev Chief Joins a $12B-AUM AM's Board, And ...
The executive has also been promoted to managing director at the employee-owned fund firm...
MutualFundWire.com - Tuesday, November 5, 2024
Week In Preview, November 4 - November 10
This week, the teams at AMG, Diamond Hill, Franklin Templeton, MFDF, Voya, and WE are hosting events...
MutualFundWire.com - Monday, November 4, 2024
In SoCal, a 40YO Boutique Enters the ETF Space
A publicly traded fund firm's team is helping one of their subsidiaries launch its first exchange traded fund...
MutualFundWire.com - Friday, November 1, 2024
Crossing $2B, an FL ETF Shop Tackles Investor Exposure to the Giant Stocks
A six-year-old boutique's folks are teaming up with a familiar ally to launch another index fund...
MutualFundWire.com - Thursday, October 31, 2024
12 Fund Firms Win Big In Manhattan, And ...
A full list of award winners will reportedly be available soon...
MutualFundWire.com - Thursday, October 31, 2024
As Inflows Sextuple to $262B, Fido Leads
The M* team updates U.S. flows data for September 2024 for money market mutual funds...
MutualFundWire.com - Wednesday, October 30, 2024 - Reader Rating: 3
JPMAM Fivepeats As Active Flows Improve By $18B, And ...
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, October 29, 2024
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 - Reader Rating: 5
With $790MM, PTAM Pulls Ahead
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, October 28, 2024
Week In Preview, October 28 - November 3
This week, the teams at Broadridge, ETFGI, IDC, Janus Henderson, MFDF, MMI, Nicsa, Prudential, Tiburon, and WE will host events...
MutualFundWire.com - Monday, October 28, 2024
Baird Repeats, Netting $4.8B
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, October 24, 2024
For Its Wood Anniversary, a Core Equity ETF Crosses $1B
The folks at a $642-billion-AUM fund firm are celebrating a big milestone for one of their ETFs...
MutualFundWire.com - Thursday, October 24, 2024
For Fund 7, a Quant Shop Combines Bitcoin and Options
The folks at a startup asset manager in Connecticut are expanding their fund lineup...
MutualFundWire.com - Wednesday, October 23, 2024
Vanguard Threepeats, With a 63-Percent Inflows Boost
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, October 22, 2024
A $1.3T-AUM AM and a $9.4B-AUM Boutique Celebrate a Tin Anniversary
The folks at an options-based team are highlighting a milestone birthday for one of their mutual funds...
MutualFundWire.com - Tuesday, October 22, 2024
MFs and ETFs Surpass $30T and 43K Funds
The M* team updates U.S. flows data for September 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, October 21, 2024
Week In Preview, October 21 - October 27
This week, the teams at AB, Ameriprise, Expect Miracles, Federated Hermes, IDC, IMEA, Informa, Invesco, M*, Northern Trust, Principal, Virtus, and WE will host events...
MutualFundWire.com - Monday, October 21, 2024
In FL, a 44YO Research Shop Floats Its 1st ETF, And ...
The folks at a Sunshine State firm are teaming up in the Midwest to enter the ETF business...
MutualFundWire.com - Friday, October 18, 2024
Gold Plus Bitcoin? An NYC Shop Enters the ETF Biz, Stacking Up Allies
A Brooklyn startup's folks are teaming up to launch their first exchange-traded fund...
MutualFundWire.com - Thursday, October 17, 2024
ETF Inflows More Than Double, Reaching $741B
An industry research team offers September 2024 data on one side of the asset management business...
MutualFundWire.com - Thursday, October 17, 2024 Views
GQG Preps a $685MM-AUM, Triple Transformation
The team at the Sunshine State asset manager is preparing to rebrand and adjust the strategies of a trio of three-year-old funds...
MutualFundWire.com - Wednesday, October 16, 2024
Nuveen and Principal AM Dodge a Hack That Hit 6MM
Updated | Though the incident occurred last fall, it only came to light over the last several months...
MutualFundWire.com - Tuesday, October 15, 2024
Week In Preview, October 14 - October 20
This week, the teams at ICI, MFDF, MMI, Morgan Stanley, Schwab, Sohn, State Street, and WE will host events...
MutualFundWire.com - Monday, October 14, 2024
Gleich Shares INFO About a Quant Launch
A subadvised fund firm's team partners with a $32-billion-AUM quant shop...
MutualFundWire.com - Friday, October 11, 2024
With Help From RBB, a $138B-AUM AM Nears ETF World
A Gotham fund firm's team is preparing to roll out their first ever ETFs...
MutualFundWire.com - Thursday, October 10, 2024
Ten of the Richest U.S. Fundsters In 2024
A business publication reveals its 43rd annual flagship list of wealthy Americans...
MutualFundWire.com - Tuesday, October 8, 2024
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
Week In Preview, October 7 - October 13
This week, the teams at Alger, BlackRock, BNY Mellon, Expect Miracles Foundation, ICI, J.P. Morgan, MFDF, WE, and WealthManagement.com will host events...
MutualFundWire.com - Monday, October 7, 2024
Post-Rebranding, a $727B-AUM AM Plans 3 Liquidations
An insurer's asset management team is preparing to shut down a trio of passively managed ETFs...
MutualFundWire.com - Friday, October 4, 2024
Accused of Going Too Far With NDAs, a $155B-AUM AM Settles
Federal regulators find that the firm's treatmant of job candidates and an ex-employee violated whistleblower protections under Dodd-Frank...
MutualFundWire.com - Thursday, October 3, 2024
A 93-Year-Old AM's Scion Takes Over, And ...
A familiar PM is joining the team powering one of the Midwestern asset manager's funds...
MutualFundWire.com - Wednesday, October 2, 2024
A $35B-AUMS AM and a Midwestern Ally Ladder Up 4 ETFs
The two firm's teams are rolling out a new fund built out of several others...
MutualFundWire.com - Tuesday, October 1, 2024
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
2 Gotham Shops Add 1 AI-Powered Fund, And ...
The folks at a four-year-old asset manager and a 16-year-old quant are rolling out one fund and prepping three more...
MutualFundWire.com - Monday, September 30, 2024
Week In Preview, September 30 - October 6
This week, the teams at Expect Miracles Foundation, Fuse, MFDF, MMI, Nicsa, and WE will host events...
MutualFundWire.com - Monday, September 30, 2024
With 3 Debuts, a $45B-AUM AM Targets Dividends, Global Growth, and Patents
A Keystone State fund firm's team recently launched three more index funds, as expected...
MutualFundWire.com - Friday, September 27, 2024
Fido and BlackRock Lead an $83B Rebound
The M* team updates U.S. flows data for August 2024 for money market mutual funds...
MutualFundWire.com - Friday, September 27, 2024
Passive Flows Are Still Up 4X, Despite a $46B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, September 26, 2024
PTAM Leads With $218MM
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Thursday, September 26, 2024
Causeway Cruises to the Front With $1.2B
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, September 25, 2024
Vanguard Wins, Despite a $3B Drop
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, September 25, 2024
Titans' Inflows Shrink By $25B In August
The M* team updates U.S. flows data for August 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, September 24, 2024
$54B In 5 Years
A SoCal boutique's team celebrates a big milestone...
MutualFundWire.com - Tuesday, September 24, 2024 - Reader Rating: 5
An AI-Focused Startup's First ETF Lives. More Are Coming ...
The boutique's team is preparing to roll out several more ETFs...
MutualFundWire.com - Monday, September 23, 2024
Week In Preview, September 23 - September 29
This week, the teams at ICI, IMDDA, IMEA, MFDF, MMI, Nicsa, and WE will host events...
MutualFundWire.com - Monday, September 23, 2024
A Gotham Research Shop Steers Tidal's New ETF
The new fund is actively managed, though it is generally meant to track a particular index that debuted last year...
MutualFundWire.com - Friday, September 20, 2024
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
2 Years In, Gamco Transforms a $22MM-AUM ETF
The actively managed fund is switching away from a translucent structure to a traditional one involving daily disclosures of holdings...
MutualFundWire.com - Thursday, September 19, 2024
A Texas Boutique Enters the ETF Space With a Dual FI Launch
The new fund firm is an affiliate of a 20-year-old energy trading and investment firm...
MutualFundWire.com - Wednesday, September 18, 2024
U.S. ETP Inflows Fall By $73B
An industry research team offers August 2024 data on one side of the asset management business...
MutualFundWire.com - Wednesday, September 18, 2024
A 13-Year-Old Boutique Launches Anti-ESG and Self-Defense ETFs, And ...
Near Gotham, an ETF entrepreneur is rolling out two more ETFs and prepping a third...
MutualFundWire.com - Tuesday, September 17, 2024
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
An 11-Year-Old Shop Adds an AI-Powered China ETF
The new index fund is designed to a track an index meant to outperform the CSI 300...
MutualFundWire.com - Friday, September 13, 2024
A $60B-AUM AM Teams With an NJ Boutique
The two firms are rolling out a new, actively managed ETF that focuses on small cap stocks...
MutualFundWire.com - Thursday, September 12, 2024
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 Views
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 Views
Two Gotham Shops Team Up For an Active Muni ETF
The new fund reached the $20 million AUM on day one...
MutualFundWire.com - Tuesday, September 10, 2024
DiLorenzo, Lieb, and 7 Fund Firms Win Big At a Gotham Gala
A trade publication's team honors 84 winning companies with the pub's 10th annual awards. The honorees gathered on Thursday in the Big Apple...
MutualFundWire.com - Tuesday, September 10, 2024
Week In Preview, September 9 - September 15
This week, the teams at ICI, MFDF, U.S. Global Investors, and WE are hosting events...
MutualFundWire.com - Monday, September 9, 2024
A $610B-AUM Multinational Adds Its 5th U.S. ETF
Like its four predecessors, the latest fund is actively managed...
MutualFundWire.com - Friday, September 6, 2024
A Crypto Index Fund Firm Acquires On Both Sides of the Atlantic
A San Francisco asset manager's team unveiled a pair of acquisitions last month, both in the digital assets space...
MutualFundWire.com - Friday, September 6, 2024
4 Years, $5.8B, 29 Funds
A Gotham team celebrates a milestone...
MutualFundWire.com - Thursday, September 5, 2024
Arnott and Co Sponsor Their 1st ETF
The new, passive fund is powered by one of Research Affiliates' own indexes and is expected to debut next week...
MutualFundWire.com - Wednesday, September 4, 2024
A $725B-AUM AM Replaces 2 Fund Brands With 1
The change took effect a week ago and involves more than 70 mutual funds and ETFs...
MutualFundWire.com - Wednesday, September 4, 2024
With 8 Launches, AXS Intros a New Leveraged ETF Approach, And ...
The Gotham area team is planning nearly 40 more ETFs along these lines...
MutualFundWire.com - Tuesday, September 3, 2024 - Reader Rating: 5
Happy Labor Day Weekend!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com - Friday, August 30, 2024
Fido Wins As Flows Improve By $30B
The M* team updates U.S. flows data for July 2024 for money market mutual funds...
MutualFundWire.com - Friday, August 30, 2024
Passive Inflows Jump By $33B, & Active Outflows Fall
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, August 28, 2024
With $475MM, Alpha Architect Pulls Ahead Again
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Wednesday, August 28, 2024
Baird Regains the Lead With $1.4B
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, August 27, 2024
SSGA Pulls Ahead With $18B
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Tuesday, August 27, 2024
Netting $33.619B, BlackRock Threepeats
The M* team updates U.S. flows data for July 2024 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com - Monday, August 26, 2024
Week In Preview, August 26 - September 2
This week, the teams at Echelon Partners, Nicsa, and WE are hosting events...
MutualFundWire.com - Monday, August 26, 2024
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 Views
40 Years of Fixed Income Winning By Not Losing
A fixed income fund from a California asset manager reaches a big milestone...
MutualFundWire.com - Wednesday, August 21, 2024 Views
Tuttle Helps a Robo Into ETF World
In the Pacific Northwest, a startup's team is rolling out their first ETF and planning at least one more...
MutualFundWire.com - Tuesday, August 20, 2024
Net YTD ETF Launches Triple In 2024
An industry research team offers data on how this side of the asset management industry's lineup is growing this year...
MutualFundWire.com - Tuesday, August 20, 2024 Views
YieldMax's Short Option Income Suite Doubles
Familiar allies team up for a pair of new launches, and they still have at least a couple more funds planned along these lines...
MutualFundWire.com - Monday, August 19, 2024
Week In Preview, August 19 - August 25
This week, the team at at the Expect Miracles Foundation is hosting an event, and a trade group is wrapping up the nomination period for its annual awards program...
MutualFundWire.com - Monday, August 19, 2024
$9.49T, $13.61T, and Counting
An industry research team offers July 2024 data on one side of the asset management business...
MutualFundWire.com - Friday, August 16, 2024
2 Years, 10 ETFs, $5.5B In AUM
The folks at a multi-boutique asset manager celebrate a big milestone for their flagship family...
MutualFundWire.com - Thursday, August 15, 2024 Views
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