Articles tagged "BlackRock"
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Charles Schwab & Co.'s vertical play to monopolize ETF market -- to be its low-cost maker, distributor and manager -- diesels ahead as ETF OneSource grows again
San Francisco giant executes macro strategy to underprice Vanguard, get paid big bucks to sell third-party funds for free, sell ETF portfolios gratis in its industry-leading robo-advisor and keep custody of $1.4T of RIA assets fast-converting to ETFs
July 14, 2017 at 8:51 PM
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 at 2:44 AM
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 at 7:50 PM
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 at 3:17 AM
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 at 5:38 PM
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 at 5:27 PM
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 at 6:51 PM
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 at 10:22 PM
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 at 3:46 PM
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 at 10:32 PM
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 at 7:52 PM
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 at 6:24 AM
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 at 4:33 PM
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 at 2:08 AM
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
