Articles tagged "BlackRock"


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The smart beta ETF industry gets blasted at swank Manhattan summit by an unlikely group of critics

The active-but-passive category soared from $200 billion to $620 billion in the past four years, but Rob Arnott and other big smart-beta names at Convene were not in a gloating mood

June 15, 2017 — 2:44 AM UTC

How BlackRock stopped Vanguard from devouring ETF market share by pleasing RIAs -- but how that strategy could endanger iShare profit margins in the long run

The $5 trillion iShares-maker scores with low, low-priced 'non-Core' ETFs that don't cannibalize high-margin Core iShare products but the liquidity of the cheapo funds could be a problem

May 8, 2017 — 7:50 PM UTC

Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance

The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi

May 4, 2017 — 3:17 AM UTC

Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco

Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap

April 4, 2017 — 5:38 PM UTC

Vanguard and BlackRock slash prices at Christmastime but only Vanguard feels the need to defend its actions

The Malvern, Pa. giant is just doing what it always does, CEO Bill McNabb says, and it isn't just 'another volley fired in the fee war'

December 27, 2016 — 5:27 PM UTC

RBC Wealth Management adds NextCapital to its robo lineup with a head-scratching explanation about its earlier pick of FutureAdvisor

It appears Rob Foregger's robo-come-lately has leapfrogged its bigger, better-funded automated portfolio offering -- although the 'why' of it is open to interpretation

November 21, 2016 — 6:51 PM UTC

The odd and open courtship between the SEC and robo-advisors plays out again -- this time at an SEC-hosted webcast panel in Washington, D.C.

Mary Jo White introduced a forum with representatives from FutureAdvisor, Betterment and Personal Capital who mostly just nodded in assent at each other

November 15, 2016 — 10:22 PM UTC

BlackRock solicits more regulator scrutiny of robo-advisors, eliciting jeers and a cheer

The near $5-trillion asset manager makes its case for why the robo game is best left to the big boys as critics suggest FutureAdvisor's owner is proposing a solution in search of a problem

October 11, 2016 — 3:46 PM UTC

With RIAs deliberately not in mind, Fidelity Investments launches Fidelity Go, a robo-advisor with the human touch of Vince Gubitosi

The Boston investments firm is using Geode Capital to call the shots, BlackRock as ETF supplier, and its own employees as its initial test subjects

November 20, 2015 — 10:32 PM UTC

Why BlackRock's purchase of FutureAdvisor for $152 million could be a deal of destiny

FutureAdvisor will nestle into BlackRock's risk management unit armed with iShares while Wealthfront and Schwab favor Vanguard ETFs

September 2, 2015 — 7:52 PM UTC

How Janus CEO Richard Weil's Bill Gross hire completes the PIMCO-ization of the Denver equity shop

The Denver-based fund company now has its chairman, CEO and star manager seats filled by PIMCO alums

October 1, 2014 — 6:24 AM UTC

Why most RIAs bent on launching in-house ETFs should swallow hard and start a mutual fund

What makes exchange traded funds so great for consumers can cut the other way if you try to compete with BlackRock

June 23, 2014 — 4:33 PM UTC

Mark Wiedman vows to ETF managers that BlackRock won't compete (directly) in the asset allocation game

The iShares chief encouraged the entrepreneurs, many of whom are ex-RIAs, to see themselves as primary purveyors of BlackRock ETFs

June 3, 2014 — 2:08 AM UTC

Cogent rates the top fund wholesalers to RIAs, and all advisors, and the 'sales' units at DFA, PIMCO, BlackRock and Franklin Templeton stand out

Dimensional Fund Advisors and PIMCO deliver some inside scoop without the sales dance to lead the sales-to-RIA pack in gaining netry to inner sanctums

May 30, 2014 — 4:32 PM UTC

An advertiser's-eye view of TD Ameritrade's national conference

Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell

February 3, 2014 — 4:40 AM UTC