An advertiser's-eye view of Schwab IMPACT: Who's doing what right?
Sponsors that use an outgoing approach get tremendous client inflow
Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs
Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'
August 9, 2022 – 1:57 AM
Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots
The $8 trillion Malvern, Pa. manager owns beta investing, but RIAs are demanding higher income -- hence market timing and cherry picking -- from their fixed-income allocation.
August 10, 2021 – 11:46 PM
Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women
Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships
February 6, 2021 – 2:39 AM
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 – 1:42 AM
Elmer Rich III
Hyper-competition in all markets. Be interesting to see the data on advisor media usage, print vs. online. Assume advertiser decisions are based on latest readership/viewer/clicks/etc data.
Elmer Rich III
Just came across this:
“Web News Readers Have Greater Attention Span: Study
People who use the Internet to read the news have a greater attention span than print readers, according to a U.S. study that refutes the idea that Web surfers jump around and don’t read much.
- online readers read 77 percent of what they chose to read
- broadsheet newspaper readers read an average of 62 percent
- tabloid readers about 57 percent.
... this was the first large public study internationally to compare the differences between how people read the news online and in newspapers… this exploded the myth that Web readers had a shorter attention span.”
Longer excerpt from study here – http://wp.me/pXvvI-ru