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Articles tagged "Aperio Group"


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Liz Michaels will co-lead Aperio after her firm becomes a BlackRock subsidiary.

Despite tepid net flows in 2020, Aperio finds its white knight; BlackRock makes a deal to compete with buyers of Parametric, Motif and Folio

The Sausalito, Calif., direct indexing firm's owner watched as competitors got snapped up by Morgan Stanley, Schwab and Goldman Sachs but ultimately scored a $1-billion offer from the giant's petty cash.

November 26, 2020 at 1:42 AM

Adam Nash: We thought we were launching a product, but it turned out we were launching a category.

Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab

The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts

December 19, 2014 at 7:33 PM

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