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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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A Bank Breach Didn't Hit Its $3.7T-AUS Asset Manager
Thursday, September 4, 2025
A recent cybersecurity incident affected five Massachusetts residents connected with a money center bank.

An $83B-AUM Multiboutique Lights Up Its New But Familiar Brand
Friday, September 5, 2025
With roots going back nearly 40 years, a Southwestern firm's team is switching out a name that debuted in 2017 in favor of one similar to that of their biggest subsidiary. The move comes less than two years after new ownership took over the company.

Sapir and Co Add a Levered Equal Weight ETF
Thursday, September 4, 2025
The folks at a Mid-Atlantic fund firm expand their lineup yet again.

The World Turned Upside Down
Monday, September 8, 2025
This week Novo and his team at Galaxy Financial partnered with Leshner's Superstate and changed TradeFi forever; Goone is gone and Newns has moved on to something new.

With ETC, a Gotham Trader Debuts Her 1st ETF
Friday, September 5, 2025
A Jane Street alumna is rolling out the first offering from her Brooklyn startup.

Week In Preview, September 8 - September 15
Monday, September 8, 2025
This week, the teams at ICI, WE, MFDF, and MMI will host events.

Spears and Minard Unveil ETF #2
Monday, September 8, 2025
An AMG shop's team is preparing out to roll out another exchange-traded fund later this week.

Watch For Fundsters to Find Even More Value In DSMs
Tuesday, September 9, 2025
New research suggests that the average number of divisional and regional sales managers per asset manager continues to tick up.

A 31YO Tamp Births Its 1st ETF
Tuesday, September 9, 2025
For their newest offering, the folks at a $7.6-billion-AUMA firm in the Constitution State are teaming up with a Peach State ally.

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  1. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  2. 2025 MMI Institutional Forum, September 11
  3. WE San Francisco - Annual Networking Event, September 11
  4. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  5. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  6. IMEA Content Management Roundtable, September 16
  7. IMEA 2025 Star Awards Celebration, September 16
  8. IMEA Marketing Summit, Sep 16-17
  9. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  10. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  11. IMEA Portfolio Construction Roundtable, September 24
  12. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  14. IMEA Models Roundtable, September 25
  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. Samfund Soiree Manhattan 2025, October 23
  23. Tiburon CEO Summit XLIX, Oct 27-29
  24. Schwab Impact 2025, Nov 2-4
  25. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




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