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News Stories Archives - Since 1998
Week In Preview, November 10 - November 16 This week, the teams at MFDF, Nicsa, IDC, ALFI, Expect Miracles, MMI, Citywire, U.S. Global Investors, WE, and Baron Capital will host events... MutualFundWire.com - Monday, November 10, 2025 - Reader Rating: 1
For ETF 33, Krane Teams With a Faith-Based Robo The folks at a Big Apple fund firm and a nearby RIA are rolling out an index fund together... MutualFundWire.com - Thursday, November 6, 2025 - Reader Rating: 1
Week In Preview, November 3 - November 9 This week, the teams at Charles Schwab, Informa, WE, ETFGI, IMEA, MFDF, Great-West Lifeco, DCALTA, ICI, and Sun Life will host events... MutualFundWire.com - Monday, November 3, 2025 - Reader Rating: 1
Which FAs Use Models the Most? New research underscores the rise of model portfolios, and the differences in adoption among different types of financial advisors... MutualFundWire.com - Tuesday, October 7, 2025 - Reader Rating: 1
Week In Preview, October 6 - October 12 This week, the teams at Fuse, ICI, WE, and Citywire will host events.. MutualFundWire.com - Monday, October 6, 2025 - Reader Rating: 1
Watch For Fundsters to Find Even More Value In DSMs New research suggests that the average number of divisional and regional sales managers per asset manager continues to tick up... MutualFundWire.com - Tuesday, September 9, 2025 - Reader Rating: 1
ETFs and Cash Save BlackRock's Q2 Inflows of $68B The management team at the Gotham Goliath reveals and discusses their second quarter earnings results... MutualFundWire.com - Wednesday, July 16, 2025 - Reader Rating: 1
33 Fund Firms Join a Giant's INTF Platform For RIAs An RIA custody giant's institutional no transaction fee mutual fund platform expands by about 800 funds... MutualFundWire.com - Thursday, July 10, 2025 - Reader Rating: 1
A $16.5B-AUM Global Equity AM Launches Its 1st U.S. MF, And ... The folks at the Scottish asset manager are also preparing to launch a second mutual fund for U.S. investors. Both funds are designed for institutional clients... MutualFundWire.com - Tuesday, July 1, 2025 - Reader Rating: 1
A 30Y Industry Vet Retires From Schwab The executive spent 11 years with the publicly traded discount brokerage... MutualFundWire.com - Monday, June 16, 2025 - Reader Rating: 1
Sturiale Reveals Fee Cuts On a $67B-AUM Quartet, And ... In addition to lowering expense ratios on four of their proprietary ETFs, a brokerage giant's asset management team is also preparing share splits for a $166-billion-AUM sextet of mutual funds... MutualFundWire.com - Thursday, June 12, 2025 - Reader Rating: 1
Week In Preview, June 9 - 15 This week, the teams at Alger, Citywire, Expect Miracles, Informa, MMI, Nicsa, and WE will host events... MutualFundWire.com - Monday, June 9, 2025 - Reader Rating: 1
In FL, a $1.9B-AUM RIA Enters the ETF Biz A Philadelphia-area ETF-in-a-box shop helps a Florida boutique launch its first exchange-traded fund... MutualFundWire.com - Thursday, May 15, 2025 - Reader Rating: 1
Week In Preview, May 5 - 11 This week, the teams at ALFI, AMG, Citywire, Expect Miracles, MFDF, Voya, and WE will host events... MutualFundWire.com - Monday, May 5, 2025 - Reader Rating: 1
Morgan Stanley Builds 5 Free MFs, But ... A money center bank's asset management team is rolling out a new suite of mutual funds, exclusively for use by one arm of its wealth management business... MutualFundWire.com - Tuesday, April 15, 2025 - Reader Rating: 1
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 - Tuesday, April 1, 2025 - Reader Rating: 1
Week In Preview, March 31 - April 6 This week, the teams at ICI, IDC, Informa, and MFDF are hosting events... MutualFundWire.com - Monday, March 31, 2025 - Reader Rating: 1
Week In Preview, February 24 - March 2 This week, the teams at Citywire, Expect Miracles, IDC, IMEA, MFDF, MMI, Nicsa, and WE are hosting events... MutualFundWire.com - Monday, February 24, 2025 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
Fixed Income Drives Voya's $8.3B Turnaround A publicly traded firm's $389-billion-AUMA asset management arm got a big flows boost last month... MutualFundWire.com - Tuesday, August 6, 2024 - Reader Rating: 1
Teaming Up, a Georgia Boutique Adds ETF #2 The new, actively managed fund debuted yesterday, with help from a familiar pair of allies... MutualFundWire.com - Tuesday, July 30, 2024 - Reader Rating: 1
A SoCal Fund Firm Sails Into the ETF Space, And ... The tactical quant shop's team is launching their first four ETFs... MutualFundWire.com - Tuesday, July 16, 2024 - Reader Rating: 1
Victory Is Officially Engaged to Its Biggest Target Yet David Brown and his team are preparing to move forward on a deal first publicly proposed three months ago... MutualFundWire.com - Wednesday, July 10, 2024 - Reader Rating: 1
The Answer to Your ETF AUM Problem Starts With Marketing A marketing ally to fundster offers pointers to folks looking to make a splash with new ETFs... MutualFundWire.com - Monday, July 8, 2024 - Reader Rating: 1
Week In Preview, June 17 - June 23 This week, the teams at IMEA, MFDF, and MMI are hosting events... MutualFundWire.com - Monday, June 17, 2024 - Reader Rating: 1
Targeting Income, an Ohio RIA Rolls Into the ETF Space A Buckeye State firm is teaming up to debut its first ETF... MutualFundWire.com - Monday, June 10, 2024 - Reader Rating: 1
In SoCal, a $6.2B-AUM AM Teams Up For Its 1st ETFs A 56-year-old asset manager now subadvises a pair of actively managed ETFs... MutualFundWire.com - Friday, June 7, 2024 - Reader Rating: 1
2 B-D Leaders' New Shop Enters the ETF Sector A Sunshine State fund firm's team is rolling out their first offering... MutualFundWire.com - Monday, April 29, 2024 - Reader Rating: 1
Brown Preps a $104B-AUM Addition to Victory The proposed deal would also bring the publicly traded multi-boutique a new strategic partner across the pond... MutualFundWire.com - Tuesday, April 16, 2024 - Reader Rating: 1
After 37 Years, a Fund Firm's RIA Channel Founder Exits The executive held a variety of leadership roles at a recently acquired Beantown fund firm... MutualFundWire.com - Monday, April 8, 2024 - Reader Rating: 1
With a New Ally, a Subadvised Firm Targets Munis Updated \| An insurer's mutual fund team is partnering up to power a trio of new offerings... MutualFundWire.com - Thursday, February 8, 2024 - Reader Rating: 1
A $573B-AUM AM Is Phasing Out Multiple Brands A publicly traded, multinational asset manager's team is preparing to consolidate their U.S. branding... MutualFundWire.com - Wednesday, February 7, 2024 - Reader Rating: 1
A Cali Fund Firm Turns 35 The now-publicly-traded asset manager entered the mutual fund space in 1996... MutualFundWire.com - Tuesday, February 6, 2024 - Reader Rating: 1
A 20-Year-Old Growth Equity Shop Sells The deal is expected to close by January 31... MutualFundWire.com - Tuesday, January 9, 2024 - Reader Rating: 1
12 of MFWire's Most Popular 2023 Stories Here's a glimpse at what MFWire readers checked out in this crazy year... MutualFundWire.com - Wednesday, December 27, 2023 - Reader Rating: 1
Within a $131B-AUM RIA Aggregator, a Boutique Designs an ETF The new, actively managed fund debuted on Monday, with help from an ETF-in-the-box shop... MutualFundWire.com - Wednesday, November 8, 2023 - Reader Rating: 1
Invesco and Russell Win Big In Texas A trade group and an investing publication give out their 15th annual awards... MutualFundWire.com - Tuesday, October 24, 2023 - Reader Rating: 1
An ESG Activist Investor Finalizes His ETF Exit A 52-year-old fund firm in SoCal has snapped up the $682-million-AUM, three-ETF business, as expected... MutualFundWire.com - Tuesday, October 17, 2023 - Reader Rating: 1
21 Years Later, an ETF Strategist Regains Its Independence The 33-year-old, $3-billion-AUM firm is now 100-percent employee-owned... MutualFundWire.com - Thursday, October 12, 2023 - Reader Rating: 1
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 - Reader Rating: 1
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 - Reader Rating: 1
BondBloxx's O'Donnell Hires In Philly The new hire's most immediate past position was at BlackRock... MutualFundWire.com - Monday, July 31, 2023 - Reader Rating: 1
Brian Brings an NY Key Accounts Vet to a CA Shop This New York-based veteran is reporting to a familiar face... MutualFundWire.com - Tuesday, July 18, 2023 - Reader Rating: 1
A Blockchain Creator Joins the Mutual Fund World Corrected \| A startup RIA with a famed founder from the blockchain world is seeking to shake up the mutual fund industry... MutualFundWire.com - Wednesday, July 5, 2023 - Reader Rating: 1
Fewer Fundsters Plan Channel Tweaks In 2023 New research from an industry consulting firm shows where national accounts executives plan to adjust their channel coverage. Yet the vast majority of firms say they plan no changes at all... MutualFundWire.com - Wednesday, June 28, 2023 - Reader Rating: 1
The Mountain Comes to Bob. Jenny Makes the Deal Franklin gains a strategic partnership and is poised to snap up a $169-billion-AUM fund firm. .. MutualFundWire.com - Wednesday, May 31, 2023 - Reader Rating: 1
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 - Reader Rating: 1
A Florida CPA/RIA Enters the ETF Biz Its first ETF is an actively managed, tactical, focused equity fund... MutualFundWire.com - Tuesday, May 16, 2023 - Reader Rating: 1
Jenny Bets On a Managed Options Specialist The acquired firm's three partners are staying on board with Franklin, leading a new unit within the firm's product solutions division... MutualFundWire.com - Tuesday, May 2, 2023 - Reader Rating: 1
An NFL Alum Is Buying Into the ETF Biz A footballer-turned-mortgage-banker agrees to buy a shop that runs and subadvises mutual funds... MutualFundWire.com - Wednesday, April 5, 2023 - Reader Rating: 1
12 of MFWire's Most Popular Stories of 2022 Here's a glimpse at what MFWire readers checked out in this crazy year... MutualFundWire.com - Friday, December 30, 2022 - Reader Rating: 1
Morgan Stanley Brings on an ETF Marketer The new hire previously hailed from Columbia Threadneedle... MutualFundWire.com - Friday, November 25, 2022 - Reader Rating: 1
An Ex-Pimco EVP Co-Founds an RIA He's teaming up with a former partner at a longtime Pimco ally... MutualFundWire.com - Wednesday, November 2, 2022 - Reader Rating: 1
A New Prez Takes Over a $13B-AUM Fund Fam A 16-year company veteran is passing the reins and leaving the firm... MutualFundWire.com - Thursday, October 20, 2022 - Reader Rating: 1
$504MM In 21 Months A $121.1B-AUM fund firm's team is celebrating a big milestone for an interval fund... MutualFundWire.com - Thursday, September 15, 2022 - Reader Rating: 1
Coming Soon For a Quant Startup: Hiring, Subadvising, and More ETFs The active manager's first three funds launched last month. One of the three co-founders talks about what's next... MutualFundWire.com - Wednesday, September 14, 2022 - Reader Rating: 1
Fundsters Golf to Support DEI 90 golfers participated in the charity fundraiser, and additional industry insiders attended the associated dinner... MutualFundWire.com - Tuesday, September 13, 2022 - Reader Rating: 1
What an $81B-AUM Firm's New Chief Is Hunting Watch for this multiboutique to continue taking majority stakes in asset managers with differentiated capabilities... MutualFundWire.com - Tuesday, August 9, 2022 - Reader Rating: 1
A $322B-AUM Firm Will Buy In CT The deal is expected to close next quarter, and pricing and terms have not been publicly disclosed... MutualFundWire.com - Tuesday, August 9, 2022 - Reader Rating: 1
A Distro Leader Retires From a $65B-AUM Firm His duties will be handled by other members of the asset manager's management team... MutualFundWire.com - Tuesday, June 28, 2022 - Reader Rating: 1
Will a $4.1B-AUM Fund Firm Sell? Two hedge funds offer to snap up a publicly traded mutual fund and ETF shop... MutualFundWire.com - Tuesday, June 28, 2022 - Reader Rating: 1
Week In Preview, May 31 - June 5 This week, the teams at AB, Deutsche Bank, Informa, and Irish Funds are hosting events... MutualFundWire.com - Tuesday, May 31, 2022 - Reader Rating: 1
A 58-Year-Old Shop Enters the ETF Biz A wealth management RIA with about $20 billion in AUM (mostly from high net worth investors) is rolling out an actively-managed, high-conviction, translucent ETF... MutualFundWire.com - Tuesday, April 26, 2022 - Reader Rating: 1
Barclays Teams Up With a $134B-AUM Fund Firm The British bank will help its new ally with that ally's new ETF business... MutualFundWire.com - Tuesday, April 12, 2022 - Reader Rating: 1
A $160B-AUM Firm Adds Two Bond Funds The pair of launches are the first from an investment team that joined the fund firm last year... MutualFundWire.com - Friday, April 8, 2022 - Reader Rating: 1
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 - Friday, April 1, 2022 - Reader Rating: 1
Ned Johnson Dies The former Fidelity chief was 91 years old... MutualFundWire.com - Thursday, March 24, 2022 - Reader Rating: 1
Fidelity Leads As 97 Fund Firms Win Big An industry research organization's team reveals the winners of their 2022 fund awards... MutualFundWire.com - Thursday, March 10, 2022 - Reader Rating: 1
A New RIA Sails Into the ETF Biz The startup's first fund is an active strategy focused on the U.S. residential real estate market... MutualFundWire.com - Wednesday, March 9, 2022 - Reader Rating: 1
An Ally to Nearly 50 Asset Managers Rebrands The two-year-old TPM's network of firms has more than $235 billion in combined AUM... MutualFundWire.com - Tuesday, March 8, 2022 - Reader Rating: 1
Three Years In, a $29MM Pair Transforms Updated \| An institutitonal Midwestern asset manager's team converts their mutual funds into ETFs... MutualFundWire.com - Monday, March 7, 2022 - Reader Rating: 1
ETFs: Not Your Grandfather's Mutual Fund Two readers contemplate generational challenges and opportunities in fund marketing... MutualFundWire.com - Tuesday, March 1, 2022 - Reader Rating: 1
Harbor Gains SVPs on Opposite Coasts The new hires both join the Chi-Town fund firm's distribution team... MutualFundWire.com - Friday, February 11, 2022 - Reader Rating: 1
A $78B-AUM Multi-Boutique's M&A Strat Targets Four Areas The five-boutique group is poised to add a sixth, which is expected to boost its AUM to about $90 billion... MutualFundWire.com - Thursday, February 10, 2022 - Reader Rating: 1
A Product Strat SVP Joins a $102B-AUM Firm The executive most recently spent nearly 11 years with Allianz Global Investors... MutualFundWire.com - Wednesday, February 9, 2022 - Reader Rating: 1
The Current State of Martech Stacks at Asset Managers Two readers weigh in with an update on the industry's changing use of marketing technology... MutualFundWire.com - Monday, January 24, 2022 - Reader Rating: 1
Two Fund Firms Invest In a PowerShares Vet's Direct Indexer The Bay Area startup started in 2020, and their mission is to democratize access to custom index SMAs through FAs... MutualFundWire.com - Wednesday, January 12, 2022 - Reader Rating: 1
Where Will Allspring Expand Under Sullivan? The freshly independent asset manager's chief talks about what's next for the $587-billion-AUM firm now that it doesn't have "multiple masters.".. MutualFundWire.com - Tuesday, December 28, 2021 - Reader Rating: 1
A 21-Year-Old RIA Enters the ETF Biz The $400-million-AUM firm's debut fund combines a pair of tactical strategies... MutualFundWire.com - Friday, December 10, 2021 - Reader Rating: 1
A Texas Fund Firm Seals a $65MM Deal The acquisition brings the multiboutique its 11th boutique.. MutualFundWire.com - Tuesday, November 2, 2021 - Reader Rating: 1
500 Fundster Volunteers, 35 Committees A 59-year-old industry trade group kicks off its virtual annual conference... MutualFundWire.com - Wednesday, October 6, 2021 - Reader Rating: 1
A $4.1T-AUM Titan Is Hiring Thousands, But ... Most of the new roles will not be investment ones... MutualFundWire.com - Wednesday, September 1, 2021 - Reader Rating: 1
A $9B-AUMA Tactical Fixed Income Trio Gains a Chief The new hire will be the first-ever CEO for the group, which includes a mutual fund shop, plus a model portfolio shop and a retail WM RIA... MutualFundWire.com - Wednesday, August 25, 2021 - Reader Rating: 1
A $100B-AUM AM's Wealth Channel Chief Passes the Reins The exec is retiring after 35 years in the industry. A 20-year industry and NFL alum is taking his place... MutualFundWire.com - Thursday, August 12, 2021 - Reader Rating: 1
Embracing the Hybrid — Digital Engagement For a Post-Covid World A readers discusses the new, hybrid WFH work environment as many folks mix home and office time... MutualFundWire.com - Tuesday, August 10, 2021 - Reader Rating: 1
iM Global Invests In a $14.6B-AUM Shop The deal is the European firm's second U.S. deal of 2021. They now back seven boutiques, including six on this side of the pond... MutualFundWire.com - Monday, August 2, 2021 - Reader Rating: 1
So You Want to Launch an ETF Several allies to fundsters offer tips to those looking to enter the exchange-traded side of the business... MutualFundWire.com - Wednesday, July 21, 2021 - Reader Rating: 1
Vanguard and BlackRock Bet On a Pair of Startups The world's largest fund firm is buying a five-year-old firm, while the world's largest asset manager is investing in a different... MutualFundWire.com - Wednesday, July 14, 2021 - Reader Rating: 1
After 34 Years With Franklin, a Senior Exec Joins a Faith-Based Shop The new hire serves as the religiously managed mutual fund firm's director of strategic planning... MutualFundWire.com - Tuesday, July 13, 2021 - Reader Rating: 1
Will a $345B-AUM AM Chief Find Simple Excellence In More M&A? A publicly traded, multinational asset manager's chief talks about industry consolidation, active management's prospects, and more... MutualFundWire.com - Wednesday, June 23, 2021 - Reader Rating: 1
A $1.7B-AUM Fund Family Merges Into a Sibling The deal, which will include fund mergers and a close, is expected to close in Q4... MutualFundWire.com - Friday, May 7, 2021 - Reader Rating: 1
Two Years In, a Five-Fund Shop Reaches Out An RIA is expanding the distribution scope of his subadvised mutual fund family... MutualFundWire.com - Thursday, April 15, 2021 - Reader Rating: 1
What a Two-Year-Old Acquirer Is Hunting For So far, the fund firm has bought 12 funds, and it now has about $700 million in AUM... MutualFundWire.com - Friday, April 9, 2021 - Reader Rating: 1
A $47B-AUMA Firm's Board Grows to Seven This mutual fund firm's board now includes four independent directors... MutualFundWire.com - Tuesday, April 6, 2021 - Reader Rating: 1

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