RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Articles tagged "Aperio Group"


Headline

Publish date


Lawrence Fink: We love the opportunity of having Aperio.

BlackRock brass cited 'Aperio' again and again, today, amid analysts' grilling about 'depressed flows' -- it bought the direct-indexing unit in the feverish grab of 2020-2021

CEO Larry Fink and CFO Martin Small used the $39-billion unit, acquired for $1 billion, to show they can both grow organically and explain why they plan a new M&A round to grow inorganically.

October 14, 2023 at 1:18 AM

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

— There are no additional results —

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING

Add Your Listing

RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.