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9 stories matched your search criteria. To read the complete story you must be an active member of the MutualFundWire.com. For information on becoming a member contact our sales department at 212-331-8995 x101.
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TrueMark Takes Over a $36MM-AUM, Converting Fund, But ...
Tuesday, August 12, 2025
Updated | The 19-year-old fund's founding investment advisor is staying on to subadvise, and the PM team is staying put, too.

The Boston Behemoth Adds $900B
Thursday, August 14, 2025
Abby Johnson and her team offer their Q2 2025 updates, including metrics on their ETF business.

Smalley Intros Virtus' 21st ETF
Monday, August 11, 2025
The new ETF is the second from a 26-year-old liquid alts quant shop.

Themes Weaves 3 More Single-Stock ETFs, And ...
Tuesday, August 12, 2025
The folks at a fund firm near Gotham are further expanding their single-stock leveraged ETF lineup.

$4.61B Flows Out of Long-Term MFs and ETFs
Wednesday, August 13, 2025
Net flows fell by more than $24 billion week-over-week, according to the latest data from the folks at a mutual fund industry trade group.

In 15 Months, an NY ETF Fam Reaches 10-Figure Territory
Friday, August 15, 2025
Reader Rating: 5
This family of LETFs now includes 21 funds of various sizes. Watch for the Gotham-area team to keep expanding their product suite.

42Y In, a Cornhusker Fund Firm's 1st ETF Debuts, Plus ...
Thursday, August 14, 2025
A Midwestern asset manager's team is rolling out their first exchange-traded fund and preparing to launch their second.

Week In Preview, August 11 - 17
Monday, August 11, 2025
This week, the team at WE will host an event, and the etf.com team has a deadline coming up ...

With 2 New ETFs, Morris Teams Up to Fight Dividend Tax Drag, And ...
Wednesday, August 13, 2025
Watch for the F/m folks and their new ally to roll out a third such fund soon.

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  1. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  2. Samfund Soiree Boston 2025, August 21
  3. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  4. ICI ETF Conference, Sep 8-10
  5. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
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  8. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  9. IMEA Content Management Roundtable, September 16
  10. IMEA 2025 Star Awards Celebration, September 16
  11. IMEA Marketing Summit, Sep 16-17
  12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  14. IMEA Portfolio Construction Roundtable, September 24
  15. Expect Miracles Atlantic Coast Classic 2025, September 29
  16. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  17. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  18. 10th annual Fuse Forum, October 8
  19. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  20. 2025 MMI Annual Conference, Oct 15-17
  21. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  22. MFDF In Focus webinar - Audit Committee Chair, November 5
  23. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
  24. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
  25. MFDF 2026 Directors' Institute, January 26 - 28, 2026
  26. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




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