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Windhaven misses its 12-month benchmarks again but still hits asset-gathering mark

More advisors are using Schwab's ETF manager but some of them dislike the company's tactical approach

Author Lisa Shidler November 18, 2011 at 5:28 AM
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Bryan Olson: These funds are there to protect on the downside and there will be a lower kick on the upside in a stronger equity market.

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June 25, 2014 — 11:01 PM

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June 26, 2014 — 12:33 AM

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Related Moves

Jeff Mello is latest to join eMoney's talent exodus but CEO Ed O'Brien says it's healthy renewal at a firm that added several hundred people since Fidelity bought it

The ex-Goldman Sachs director of strategy and planning at eMoney joins a growing list of departures exacerbated, sources say, by Fidelity putting a wobbly performance reporting software project -- and staff -- on its plate

February 28, 2020 at 11:09 PM

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 at 9:49 PM

Free of 2012 merger entanglements, Roger Hewins's second RIA act is on a hiring binge after zeroing in on women as target market -- knowing full well the gender tilt never seems to work

'Team Hewins' has some old hands from Redwood City, San Francisco, Boca Raton, and Miami overseeing billion of dollars and a push to create a place where the culture trumps pink-and-shrink in making notoriously leery women get invested

April 23, 2019 at 6:31 PM


Mentioned in this article:

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto

Team Hewins
RIA Seeking to Hire Advisors
Top Executive: Roger Hewins



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