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News Stories Archives - Since 1998
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An 18-Year-Old Fund-of-Funds Transforms
The $58-million-AUM fund is now an ETF and has a new subadvisor...
MutualFundWire.com -
Tuesday, January 9, 2024
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Touchstone Enters the Thematic ETF Biz
The Midwestern, subadvised fund firm's team is rolling out their fifth active ETF...
MutualFundWire.com -
Wednesday, May 3, 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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An Ex-Fundster CEO Advises a Midwestern Ally to Fundsters
The move comes about two years after the executive retired after leading a fund firm for 11 years...
MutualFundWire.com -
Thursday, September 29, 2022
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Reader Rating: 5
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An $88B-AUM Multi-Boutique Switches Chiefs
A familiar face takes over a 104-employee shop that supports six affiliates...
MutualFundWire.com -
Tuesday, May 10, 2022
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Five Join an Industry Charity's Board
The cancer-fighting group's team is also gearing up for what could be their biggest fundraiser yet...
MutualFundWire.com -
Wednesday, March 2, 2022
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Reader Rating: 5
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The Most Popular Stories of 2021
Here's a glimpse at what MFWire readers checked out in this crazy year...
MutualFundWire.com -
Friday, December 31, 2021
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Touchstone Seals a $6.8B-AUM Deal
The subadvised fund family now includes 32 mutual funds with $35.9 billion in AUM...
MutualFundWire.com -
Thursday, July 22, 2021
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Reader Rating: 5
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Moore Talks About Touchstone's Really Good Match
The subadvised fund firm is about to make its first acquisition since 2017...
MutualFundWire.com -
Thursday, March 25, 2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
An industry research organization's team reveals the winners of their 2021 fund awards...
MutualFundWire.com -
Friday, March 12, 2021
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AIG Will Sell Most of Its MF Biz
A subadvised fund firm will take over the bulk of the insurer's $7.8-billion-AUM retail mutual fund business...
MutualFundWire.com -
Monday, February 8, 2021
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A 27-Year-Old Firm's New CEO Picks a Distro Chief
The freshly promoted exec has 17 years at the mutual fund firm and its parent...
MutualFundWire.com -
Tuesday, January 26, 2021
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After 11 Years, a Subadvised Shop's Chief Passes the Reins
A new CEO started yesterday, and the outgoing chief is expected to retire at the end of 2020...
MutualFundWire.com -
Tuesday, June 9, 2020
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Graziano Promotes as a Touchstone Vet Takes Over a Subadvisor
There's a new chief this week at an $8.7-billion-AUM institutional asset manager...
MutualFundWire.com -
Thursday, May 7, 2020
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Leveraged Index Shops Dominate Midsize Flows
The M* team updates flows data for March and Q1 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Thursday, April 16, 2020
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Midsize Fund Flows Swing Negative
The M* team updates flows data for February 2020 for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Tuesday, March 17, 2020
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170 Fundsters Gather As 92 Fund Firms Win Big
An institutional investment research firm's team hosts their 18th annual awards show for fundsters...
MutualFundWire.com -
Friday, March 6, 2020
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ProShares Wins as Mid-Size Flows Stabilize
M* updates January 2019 fund flows data for ETFs and long-term, open-end mutual funds...
MutualFundWire.com -
Monday, February 25, 2019
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Bridge Builder Takes the Lead
M* updates mutual fund and ETF flows data for May...
MutualFundWire.com -
Friday, July 6, 2018
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Week In Preview, June 11-17
The teams at FIASI, M*, MFDF, and Osney are all hosting events this week...
MutualFundWire.com -
Monday, June 11, 2018
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The Founder of a Touchstone Precursor Dies
A "Cincinnati mutual fund pioneer" dies at 78...
MutualFundWire.com -
Wednesday, January 31, 2018
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Bridge Builder Dominated 2017
M* Direct updates mutual fund flows data for the full 2017 calendar year...
MutualFundWire.com -
Monday, January 29, 2018
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2017's Most Popular MFWire Stories
Here are our most read stories of the year...
MutualFundWire.com -
Friday, December 29, 2017
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First Trust and Bridge Builder Take the Lead
The two firms had the best November inflows numbers among fund firms with between $10 billion and $100 billion in AUM...
MutualFundWire.com -
Tuesday, December 26, 2017
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At $50B and Counting, a Fund-in-a-Box Shop Phases In a New Effort
A mutual fund series trust and back-office provider has formed a relationship management team to give its clients a day-to-day point of contact...
MutualFundWire.com -
Friday, November 24, 2017
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Filings For Fundsters 10-6-2017
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MutualFundWire.com -
Friday, October 6, 2017
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Follow the Fundsters - October 3, 2017
Keep track of the latest people moves in the mutual fund business...
MutualFundWire.com -
Tuesday, October 3, 2017
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ProShares Crushed It In August
Last month the Maryland-based mutual fund and ETF shop utterly dominated flows in the $10B to $100B AUM range, per M* estimates...
MutualFundWire.com -
Monday, October 2, 2017
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Filings For Fundsters - September 27, 2017
The latest mutual fund industry filings with the SEC...
MutualFundWire.com -
Wednesday, September 27, 2017
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Filings for Fundsters - July 28, 2017
A compilation of the latest SEC filings!..
MutualFundWire.com -
Friday, July 28, 2017
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Why Is National Life Selling Sentinel?
The insurer's CEO explains the deal with Touchstone...
MutualFundWire.com -
Thursday, April 20, 2017
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Morrison Expects Even More Big Mergers, and Fidelity Might Be a Buyer?!?!
The Boston Behemoth's asset management chief talks to the FT, predicting an acceleration of M&A in the biz...
MutualFundWire.com -
Thursday, April 20, 2017
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Touchstone Buys a National Insurer's Mutual Fund Biz
The Touchstone deal is expected to close in September and to push the mutual fund shop's AUM to $20 billion...
MutualFundWire.com -
Wednesday, April 19, 2017
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Week In Preview: Fundsters Gather in NYC and Directors in DC
FRA, kasina, MFDF, and NAGDCA are all holding events this week...
MutualFundWire.com -
Monday, April 17, 2017
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A Deep Dive Into Fidelity's New Platform
MFWire reveals pricing and possible participants for the new "iNTF program". More than 30 firms and 1,100 CUSIPs are already available, and Carolyn Clancy says they're looking to add even more...
MutualFundWire.com -
Wednesday, February 15, 2017
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Filings for Fundsters - December 20, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Tuesday, December 20, 2016
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Filings for Fundsters - October 3, 2016
A compilation of the latest SEC filings!..
MutualFundWire.com -
Monday, October 3, 2016
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Filings For Fundsters - August 16, 2016
The latest SEC filings in the industry!..
MutualFundWire.com -
Tuesday, August 16, 2016
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Filings For Fundsters - August 15, 2016
The latest SEC filings in the industry!..
MutualFundWire.com -
Monday, August 15, 2016
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Stork and Reaper -- July 11, 2016
The latest filings from the SEC!..
MutualFundWire.com -
Monday, July 11, 2016
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Stork and Reaper -- July 5, 2016
Check out the latest SEC filings! ..
MutualFundWire.com -
Tuesday, July 5, 2016
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Touchstone Adopts an Empire State Fund Family
Steve Graziano and his team take over a pair of funds and merge in a third, while keeping the shop on as subadvisor...
MutualFundWire.com -
Tuesday, May 31, 2016
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Touchstone Re-Teams With a Subadvisor In Transition
Today the Buckeye State mutual fund shop unveils a new offering...
MutualFundWire.com -
Friday, April 29, 2016
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This Is Why a 29-Year-Old Midwestern Shop Did a $145MM Deal
MFWire chats with the founder of the U.S. growth equity asset manager, which will merge in with a publicly-traded Canadian shop next month...
MutualFundWire.com -
Wednesday, March 9, 2016
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For $145MM, a U.S. Growth Equity Shop Sells North of the Border
A publicly-traded Canadian asset manager with $74 billion in AUM agrees to acquire a Midwestern small-cap and smid-cap growth specialist that runs its own mutual fund and subadvises...
MutualFundWire.com -
Tuesday, March 1, 2016
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An OpFunds Vet Builds Out Retail For a $25B Shop
A publicly-traded, institutional asset manager hired an intermediary distribution chief earlier this year. Now he's hiring a sales force...
MutualFundWire.com -
Thursday, December 10, 2015
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These Are the Hot ESG Fund Families of 2015, So Far
$739.9 million net flowed into such mutual funds in the first half of this year, per Morningstar data...
MutualFundWire.com -
Friday, August 28, 2015
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28 Fund Firms Are Paying Morgan Stanley At Least $1MM
The wirehouse release details on its revenue sharing arrangements, for commission-based mutual fund purchases anyway...
MutualFundWire.com -
Tuesday, August 11, 2015
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Reader Rating: 3
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Morningstar's 2015 Investment Conference: Seen and Heard
Tschotchkes and good food abounded last week at Chicago's McCormick Place convention center for the mutual fund ratings giant's 27th annual investment conference...
MutualFundWire.com -
Tuesday, June 30, 2015
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Reader Rating: 1
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Federated Stays "Very Active" in Deals, Agreeing to One and Prepping Another
The Keystone State money market mutual fund giant continues to be a solution for other fundsters looking to exit that side of the business...
MutualFundWire.com -
Tuesday, March 24, 2015
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Graziano Shares Touchstone's Active New Pitch
The Midwestern mutual fund shop's president unveils a multi-part campaign to educate advisors and investors...
MutualFundWire.com -
Friday, January 30, 2015
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A Subadvisor With $72B in Mandates Goes Public
You can now buy shares in OMAM, a largely institutional asset manager with seven boutiques...
MutualFundWire.com -
Friday, October 10, 2014
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This Week in Fund Sales Hiring: Firms Trade-Up Talent
Recruiter George Wilbanks talks to MFWire on how fund firms are focusing like a laser beam on particular skill-sets, plus this week's job openings...
MutualFundWire.com -
Tuesday, August 26, 2014
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Graziano Growls a Stock-Picker's War Cry
Touchstone prepares to launch a branding campaign proudly declaring its active equity chops centered on the idea of "Active Share," a concept developed by two Yale academics for gauging how much a manager differs from its benchmark...
MutualFundWire.com -
Monday, August 11, 2014
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At Long Last, OM Approaches Its IPO Nirvana
After a long and winding road, Old Mutual has finally filed with the SEC to launch an IPO...
MutualFundWire.com -
Monday, June 30, 2014
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The Pershing FundVest 200 List
There are actually 211 funds, and there will likely be more...
MutualFundWire.com -
Wednesday, June 4, 2014
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Is BMO's Phil Enochs Like Gen. Patton?
BMO's sales commander is marshaling a big cavalry. Are you ready to stand up to him?..
MutualFundWire.com -
Tuesday, June 3, 2014
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The 13 Fund Firms that Got the Most Ink in 2013
MFWire developed a new search tool for you to calculate the number of stories each firm got this year. But remember, the counter restarts January 1st!..
MutualFundWire.com -
Monday, December 30, 2013
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With Three Alts in Its Cap, Firm is Hungry for More
Firm that aims to double its assets in three years is searching for more subadvisors...
MutualFundWire.com -
Monday, November 4, 2013
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Touchstone Launches an Alt
Fund focuses on arbitrage related to mergers and corporate reorganizations...
MutualFundWire.com -
Monday, October 14, 2013
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Reader Rating: 1
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A Client Relationship Honcho Hits the ALPS
Exec was formerly with Fifth Third...
MutualFundWire.com -
Thursday, September 26, 2013
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Reuters Profiles a Touchstone Mid-Cap Fund
Newswires shouts out to the PM's defensive chops...
MutualFundWire.com -
Thursday, September 12, 2013
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INews: 2003 Scandals Changed Industry Forever
InvestmentNews wrote a reflective piece on how the industry has or hasn't changed since 2003. ..
MutualFundWire.com -
Monday, September 9, 2013
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An Artio Alum Arrives at Ashmore
New hire is part of British firm's efforts to grow U.S. presence. Part of its plans include at least one more sales hire...
MutualFundWire.com -
Friday, September 6, 2013
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Graziano Changes Touchstone's Compliance Leadership
Firm hires new chief compliance officer. Interim exec is able to go back and focus on compliance leadership for the parent company...
MutualFundWire.com -
Monday, August 26, 2013
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Touchstone Replaces Its CCO and Readjusts Fund Fees
Touchstone Investments [profile] has decided to adjust the expense limitation for institutional class shares for the Touchstone International Small Cap Fund. Touchstone Investments has also filed a notice of change regarding the Touchstone Value Fund. The board of the fund has approved of a reduction in the fund's advisory fees. Finally, Touchstone has replaced Michael R. Moser with Timothy S. Stearns as CCO. This change was effective August 23. [SEC Filing I]. [SEC Filing II]. [SEC Filing III]...
MutualFundWire.com -
Monday, August 26, 2013
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An Energy Sector Sub-Advisor Hires Two Analysts
The shop subadvises eight funds...
MutualFundWire.com -
Thursday, August 8, 2013
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Touchstone Adds a PM to Four Funds
Effective immediately the PM team for Touchstone's [profile] Balanced Allocation Fund, Conservative Allocation Fund, Growth Allocation Fund, and Moderate Growth Allocation Fund will now include Lucian Marinescu of Ibbotson Associates. Marinescu joins existing PMs Scott Wentsel and Brian Huckstep. [SEC Filing]...
MutualFundWire.com -
Monday, July 22, 2013
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Graziano Uses a "Center City" Approach to Doubling AUM
The strategy, which he named after Philly's central metropolitan district, involves a lot of focus...
MutualFundWire.com -
Wednesday, June 26, 2013
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Zacks Picks Five Best Small Cap Funds
Is your fund among them?..
MutualFundWire.com -
Tuesday, June 18, 2013
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When a Subadvisor Bows Out, a $15B Shop Spreads its Real Estate Wings
When a conflict of interest forces the first manager to resign from a mandate, the fund firm gets a chance to expand its investment focus...
MutualFundWire.com -
Wednesday, May 29, 2013
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Reader Rating: 1
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Stork and Reaper for the Week of April 26, 2013
Read up on the latest mutual fund industry product news!..
MutualFundWire.com -
Friday, April 26, 2013
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Stork and Reaper for the Week of March 11, 2013
Read up on the latest mutual fund product changes...
MutualFundWire.com -
Friday, March 15, 2013
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Five Fundster Bigwigs Talk About Advisors
MFWire compiles some of the more interesting quotes from fundsters over the past three months...
MutualFundWire.com -
Wednesday, March 6, 2013
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Reader Rating: 5
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Stork and Reaper for the Week of February 25, 2013
Read up on the latest mutual fund product changes...
MutualFundWire.com -
Friday, March 1, 2013
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Touchstone's Graziano: $30B or Bust
Touchstone president explains to MFWire why he thinks doubling his firm's AUM in three years isn't aggressive at all. He also describes the ideal takeover target...
MutualFundWire.com -
Tuesday, February 26, 2013
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Reader Rating: 1
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Touchstone Cleans Up Its Menu
The Midwestern mutual fund shop does a bit of spring cleaning in its product lineup...
MutualFundWire.com -
Monday, February 25, 2013
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Graziano Shares His Three-Year, Asset-Doubling Plan
The Touchstone CEO outlines it for the Cincinnati Business Journal.
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MutualFundWire.com -
Friday, January 18, 2013
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Reader Rating: 1
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A Retail Wholesaler Sought for the Big Apple
Exec will initiate, develop and maintain sales of mutual funds...
MutualFundWire.com -
Thursday, January 3, 2013
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Ashfield’s Independence Is Now Official
Firm, now employee-owned, completes separation from Old Mutual..
MutualFundWire.com -
Wednesday, January 2, 2013
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American Century Brings on a New Exec
The firm has replaced its retiring COO...
MutualFundWire.com -
Wednesday, November 7, 2012
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BNY Mellon Nabs Yet Another Touchstone Mandate
Servicer will handle four more Touchstone funds...
MutualFundWire.com -
Thursday, October 4, 2012
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Two Fifth Third Deals Are Now Done
The fund sale's to Federated and Touchstone are now final...
MutualFundWire.com -
Monday, September 10, 2012
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Touchstone Breaks into 401ks Via Fifth Third Funds
The firm plans to use the funds' already existing relationships and distribution channels in the small plan market...
MutualFundWire.com -
Thursday, August 30, 2012
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Stork and Reaper for August 22, 2012
The MFWire's daily report on mutual fund births, deaths, and changes.
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MutualFundWire.com -
Wednesday, August 22, 2012
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Stork and Reaper for August 21, 2012
The MFWire's daily report on mutual fund births, deaths, and changes.
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MutualFundWire.com -
Tuesday, August 21, 2012
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Stork and Reaper for July 26, 2012
The MFWire's daily report on mutual fund births, deaths, and changes...
MutualFundWire.com -
Thursday, July 26, 2012
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Fifth Third Makes Pre-Sale Cuts
The bank's asset management arm will lay off a third of its staff in advance of divesting from its mutual fund biz...
MutualFundWire.com -
Friday, June 8, 2012
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Graziano Almost Retired, but Pioneered On
The Touchstone CEO talks about life after Pioneer...
MutualFundWire.com -
Thursday, May 24, 2012
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Touchstone Wraps a Deal and Augments a Relationship
Touchstone is in news again today...
MutualFundWire.com -
Monday, April 16, 2012
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Fifth Third Does Another Deal
The Cincinnati company is selling its money market funds in a second deal announced today...
MutualFundWire.com -
Thursday, April 5, 2012
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Touchstone Buys 16 More Funds
The Cincinnati company will add the assets of 16 funds o its AUM following the closing of the deal...
MutualFundWire.com -
Thursday, April 5, 2012
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Old Mutual: From Divester to Acquirer?
The British and South African firm is reportedly back in the market for asset management deals, but on the other side of the table...
MutualFundWire.com -
Friday, February 10, 2012
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Reader Rating: 1
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Old Mutual Sells Off Another U.S. Biz
The British and South African bank finds a new home for another slice of its U.S. asset management arm...
MutualFundWire.com -
Wednesday, February 8, 2012
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Table: 60 Fastest Growing Fund Firms
Here are the 60 fastest growing fund firms in 2011...
MutualFundWire.com -
Wednesday, January 11, 2012
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Reader Rating: 4
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FUSE's 12 Predictions for 2012
Mike Evans and his team at FUSE Research Network list their predictions for 2012...
MutualFundWire.com -
Tuesday, January 10, 2012
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Reader Rating: 5
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WSJ Reveals the Winner of its Fund Contest
Who emerged on top of the heap for 2011?..
MutualFundWire.com -
Monday, January 9, 2012
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OMAM Names its Global Marketing Chief
The appointment forms part of organizational changes Old Mutual Asset Management is making in its distribution team...
MutualFundWire.com -
Monday, December 12, 2011
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BNY Mellon Wins Over a JPMorgan Fund Client
The fund firm, which runs 42 mutual funds, makes the switch to BNY Mellon...
MutualFundWire.com -
Tuesday, December 6, 2011
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Touchstone Deal Boosts Old Mutual By $8M Per Year
The British and South African parent of the U.S. multi-boutique asset manager updates its shareholders...
MutualFundWire.com -
Thursday, November 3, 2011
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