Articles tagged "Tom O'Shea"
Fidelity Investments strikes right back at Schwab with retail direct indexing that offers two apparent advantages -- it shaves $95,000 off the minimum and already is accepting assets
The Boston giant launches FidFolios today (Apr. 1) in a covering move that goes one better than Schwab with a radically lower barrier, though Schwab questions its utility in the real world.
April 2, 2022 at 12:52 AM
After $30-million VC raise, 106 hires and topping $1 trillion of AUA, Vestmark is no longer just that UBS-LPL TAMP engine in the Massachusetts suburbs
Rob Klapprodt is helping reinvent his 'aggressive' firm to compete with the 'Vestmark' brand
March 12, 2018 at 7:53 PM
Why there's more to the UBS-SigFig deal than meets Sergio Ermotti's gimlet eye
UBS's New York and Switzerland C-suiters tromped through the San Francisco robo's digs for months before striking this bellwether deal
May 17, 2016 at 6:52 PM
With apprehension in the air, Schwab invites its RIAs to a one-hour meeting about robo-advice
Many of Schwab's 7,000 advisors are eager for robo-technology but are wary of what's behind the amiable blue facade