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Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

Tuesday, October 1, 2013 – 5:12 AM by Lisa Shidler
Admin:
no description available
Jeffrey Maggioncalda: I think it becomes harder and harder for a product solution to replicate this holistic service solution that we put into the marketplace.

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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.

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March 12, 2020 – 1:45 PM

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 – 11:09 PM

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Mentioned in this article:

Financial Engines
401k Plan Consultant

Morningstar, Inc.
TAMP
Top Executive: Joe Mansueto




Robert Boslego

Robert Boslego

October 2, 2013 — 4:40 AM

I was a finance student of Professor Sharpe’s at the Stanford Graduate School of Business in 1976. While I certainly defer to his accomplishments in finance, what I’m finding is that many investors today do not want the experience of the buy, hold, and rebalance modern portfolio strategy, hoping for recovery for their retirement portfolios after large drawdowns. After 2008, I think things have changed for a large segment of the investing public, especially those nearing or in retirement.

Brian Murphy

Brian Murphy

October 2, 2013 — 10:10 PM

The next wave of 401(k) advice is already here, and we’re behind it. You can see for yourself at www.kivalia.com

Though we’re not covered yet by the media, I suspect that will change as we’re the only completely flexible, independent and free guidance solution for the nation’s plan participants.

400 plans on the site and growing, an open advice platform to serve the individual investor either through indexed strategies or more active approaches.

There is a huge opportunity in the defined contribution space, but the existing parties are too wedded to their current business models to be the big winners going forward.

Maria Marsala

Maria Marsala

October 6, 2013 — 6:59 PM

Thanks for the article. I’ll pass it along to my subscribers. I’m a BIG proponent of niches, ideal clients, segmenting, and the like. I see it work for clients and those who do it all the time. If someone asked me for the name of an FA who works with divorced women, I can name names, 1-2-3. Someone who works with military personal, someone who works with professors, etc.

Niching does bring in the riches. :)

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