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News Stories Archives - Since 1998
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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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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
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A 9-Year NYSE Vet Takes Over a 27YO Fund Firm
The $48.5-billion-AUM asset manager, which specializes in leveraged and inverse and thematic ETFs, has been without a CEO for several years...
MutualFundWire.com -
Wednesday, November 20, 2024
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In Gotham, a Research Shop Takes a Shot At the ETF Space
The 10-year-old shop's new subadvisor affiliate is teaming up with a Midwestern ETF-in-a-box shop...
MutualFundWire.com -
Tuesday, November 19, 2024
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Tidal Ignites a New ETF Family
The ETF-in-a-box shop's team is planning to roll out a pair of funds under a new brand...
MutualFundWire.com -
Monday, November 18, 2024
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Building Legacy Is Wicked Cool. Here, Have Some Bublé!
Updated | Ron Baron and his team, together with more than 5,000 clients and FAs, converged on Lincoln Center yet again today...
MutualFundWire.com -
Friday, November 15, 2024
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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
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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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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
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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
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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
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Will Fundster Bonuses Rise By 12 Percent?
A consulting firm's 2024 bonus pool outlook for traditional asset managers improves yet again, though they still expect incentive compensation to lag its pandemic peak from three years ago...
MutualFundWire.com -
Tuesday, November 12, 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 $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
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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
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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
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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
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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
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Two Gotham Shops Partner For a PE ETF Quest
The Tidal team is supporting a new, actively managed ETF that combines equity investing with a derivatives strategy...
MutualFundWire.com -
Monday, November 4, 2024
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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
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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
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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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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
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An LGBTQ Org Praises 7 Gamechanging U.S. Fundsters
An international financial services membership community recognizes LGBT+ and supportive allies...
MutualFundWire.com -
Wednesday, October 30, 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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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
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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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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
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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
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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
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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
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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
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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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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
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A $33B-AUM AM's $5.5B-AUM FI Team Adds a 5th Strat
A Midwestern fund firm's new offering is accessible as an institutional separate account and a mutual fund...
MutualFundWire.com -
Wednesday, October 16, 2024
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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
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Two Longtime Allies Help a 33YO Firm Throw Down Its MF Gauntlet
The folks at a short-term trading firm in Chicago are helping out with a new mutual fund...
MutualFundWire.com -
Tuesday, October 15, 2024
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18 ETF Launches In 10 Months
A startup fund firm near Gotham is rolling out a defense-focused fund...
MutualFundWire.com -
Monday, October 14, 2024
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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
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Were Funds Affected By the Boston Behemoth's August Data Breach?
77,099 individuals were affected by the cybersecurity incident, according to a data breach notification from an attorney representing Fidelity...
MutualFundWire.com -
Friday, October 11, 2024
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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
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Hougan Rotates In a New Strat For a $28MM-AUM Trio
The folks at a cryptocurrency-focused asset manager are preparing to transform the strategies powering three of their funds...
MutualFundWire.com -
Thursday, October 10, 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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Aware of TAXes, an 18YO Quant Plans an SMA-Seeded ETF, And ...
A SoCal boutique's team is partnering up to prep a trio of new, active funds...
MutualFundWire.com -
Friday, October 4, 2024
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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
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Q-ing Up 4, a Boutique Extends Its New Leveraged ETF Approach
Greg Bassuk and his team debut their first three quarterly reset leveraged ETFs, plus another monthly reset one...
MutualFundWire.com -
Thursday, October 3, 2024
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Reader Rating: 5
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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
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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
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In 2025, an Ex-Chief of a $1.2T-AUM AM Will Take Over Its Parent
A former PM has been appointed as the next CEO of a publicly traded brokerage...
MutualFundWire.com -
Wednesday, October 2, 2024
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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
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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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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
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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
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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
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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
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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
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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
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SEC Smites Part of a $604B-AUM Multinational
The $79.8-million deal settles charges that the asset manager overvalued certain underlying assets and hurt 11 retail mutual funds with cross trades...
MutualFundWire.com -
Friday, September 20, 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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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
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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
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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
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A 29-Year-Old Fund Is Transformed to Fight Cancer
Half of the revamped fund's management fees will go to the American Cancer Society...
MutualFundWire.com -
Tuesday, September 17, 2024
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Reader Rating: 5
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With a Dual Launch, Columbia's ETF Lineup Expands to 14
The Ameriprise subsidiary's team is rolling out a pair of taxable fixed income ETFs...
MutualFundWire.com -
Monday, September 16, 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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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
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A $148MM-AUM Liquid Alt Fund Turns 20
The subadvised mutual fund comes in two flavors and is powered by a charity-owned subadvisor...
MutualFundWire.com -
Friday, September 13, 2024
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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
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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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First Trust Plans to Transform a 17-Year-Old Income Fund
Watch for them to turn a longstanding closed-end fund into an exchange-traded fund...
MutualFundWire.com -
Wednesday, September 11, 2024
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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
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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
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Focused On Family Offices, an MA Startup Plants ETF #1, And ...
Near Boston, a new shop's team is entering the ETF space with one fund and preparing to launch another...
MutualFundWire.com -
Monday, September 9, 2024
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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
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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
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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
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A $4.37T-AUC AM SPINs Up 3 More ETFs
2 of the new funds are passively managed, while the third is actively managed...
MutualFundWire.com -
Thursday, September 5, 2024
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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
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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
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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
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Reader Rating: 5
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With More Focus, a $6MM Asia Fund Transforms
A Gotham fund firm's team is revamping a three-year-old mutual fund under a familiar duo...
MutualFundWire.com -
Tuesday, September 3, 2024
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Happy Labor Day Weekend!
MFWire will be closed on Monday in observance of the Labor Day market holiday...
MutualFundWire.com -
Friday, August 30, 2024
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A 69-Year-Old AM Adds a Fabless ETF
The new index fund further expands the $111-billion-AUM asset manager's thematic ETF suite...
MutualFundWire.com -
Thursday, August 29, 2024
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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
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A 45-Year-Old Firm Adds 3 Active ETFs
The triple launch boosts the firm's ETF lineup to eight funds in total...
MutualFundWire.com -
Friday, August 23, 2024
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As Feds Circle a $381B-AUM AM, a C-Suiter Is Out, For Now
A bond king is on leave from a fixed income unit within a publicly traded asset management titan...
MutualFundWire.com -
Friday, August 23, 2024
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5 Familiar Subadvisors Power a New Minnesota Alt Fund
The new mutual fund comes in two flavors and is powered by three main strategies...
MutualFundWire.com -
Thursday, August 22, 2024
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Pacer Births Cash Cow #11, And ...
The Keystone State ETF shop is also preparing at least three more funds, though not in the same product suite...
MutualFundWire.com -
Wednesday, August 21, 2024
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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
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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
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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
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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
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A $361B-AUM AM Launches an EM Debt Fund
The new, actively managed ETF debuted on Tuesday...
MutualFundWire.com -
Friday, August 16, 2024
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A $15B-AUM Insti AM Enters ETF World
A Gotham asset manager is teaming up to launch its first three exchange-traded funds...
MutualFundWire.com -
Thursday, August 15, 2024
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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
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A $12.4B-AUM Boutique Grows Into the ETF Space
The fund firm's first ETF is charting a similar course as their flagship open-end mutual fund...
MutualFundWire.com -
Wednesday, August 14, 2024
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