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Articles tagged "ETFs"


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Betterment CEO Sarah Levy is making another practical, if painful, decision.

Betterment gives clients one-month notice to get out of crypto portfolios, citing 'hassle' and excessive fees -- and offering third-party ETFs as substitute

The New York robo's 2022 move into crypto was ill-timed. First, the digital asset market crashed, then SEC approval of crypto ETFs pushed direct holdings toward obsolescence

October 18, 2024 at 3:48 AM

Justin Schwartz: Advisors are getting more tactical with asset allocation shifts.

Vanguard reads the room then launches new long and short duration active muni ETFs

The short and longer-term products out of Malvern, PA. are part of a longer arc and 'fixed income is sort of the final frontier,' Morningstar analyst opined

August 17, 2024 at 1:58 AM

Walt Bettinger: If and when there is greater regulatory clarity for firms under our regulatory regime we would look forward to being able to offer direct trading.

Why the SEC's green light for Bitcoin ETFs failed to convince Charles Schwab & Co. to make crypto trading available to its 32.5 million retail accounts

The $7.6 trillion in administered assets giant sees mixed signals from regulators who are drawing lines as it goes along -- treacherous regulatory conditions for a big company not built to shift course at a whim.

October 28, 2021 at 1:21 AM

Sue Thompson: We’re at a critical inflection point.

State Street's category-killing SPY finally has a little brother after ESG 'inflection point' pushes the bank to bet on filtered S&P 500 ETF

The franchise extension of the Boston giant's $275-billion S&P 500 golden goose comes as Vanguard and BlackRock rake in ESG assets and environmental, social and governance filters get applied to about $13 trillion of assets.

August 27, 2020 at 11:25 PM

Dave Butler: We take the time to understand clients’ evolving needs.

Dimensional Fund Advisors finally launches ETFs, but as a 'defensive' measure as outflows mount, Morningstar says

The Austin, Texas, manager of $508 billion enters the exchange-traded fund market after advisor input reached critical decibel levels but also after its former CEO's ETF startup surpassed $1.5 billion in nine months

June 27, 2020 at 2:35 AM

Eric Balchunas:  Only four of the ten-highest revenue-generating ETFs are in the top 10 by assets.

J.P. Morgan may launch first zero-fee ETF as 2019 marks critical passive- and ETF-investing thresholds

The New York patriarch has an ETF registered with no-fee markings at a time when passive is set to surpass active and a mere $7 billion of revenue across 100 ETFs and iShares getting $2.9 billion of it

January 31, 2019 at 9:55 PM

Andrew Arnott: We wouldn't add value if we sold [advisory services of] Franklin Templeton or American Funds who are already in the space.

How John Hancock's DFA ETF deal is really the culmination of an old and effective Manulife strategy

Andrew Arnott can boast 17 straight quarters of net inflows that leave him with $80 billion, up from a 2008 nadir of $19 billion

March 9, 2016 at 11:40 PM

Steve Anderson: None of the consultants are utilizing our business model.

Schwab 'fesses up to Wall Street just how hard winning plan sponsors to its 401(k) ETF platform will be

Convincing plan sponsors and pension consultants to join a ETF paradigm shift to ETFs is a big ask, its executives tell Wall Street

February 18, 2014 at 4:11 PM

Rob Isbitts: It was amazing to see how far this field has come. And yet, I wonder if it's already gone the way of too many advisory industry trends: Overkill!

Top 10 alternatives to alternative investments for RIAs: 2013 edition

Our alts maven gives his thumbs-up and thumbs-down on products and strategies and offers ways to cultivate a taste for off-the-menu offerings in clients

July 15, 2013 at 4:15 PM

Vince Lowry: It's worth noting that we have gotten little resistance on fees.

This $9-billion Philly RIA is launching an ETF company financed by Chinese private equity

Vince Lowry, an ex-cop and Smith Barney managing director has made a big bet on Chinese ETF market that's mushroomed from $12 million $38.8 billion in the last decade

June 21, 2013 at 1:13 PM

 Rob Isbitts: That ensemble offering you create does not have to be a group of 20 people under the same roof.

5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them

If you're trying to be an asset-gathering ninja and an investment management guru simultaneously, meet Jack

March 26, 2013 at 3:12 AM

Paul Weisbruch questions whether Schwab is providing the same apparent ETF value once trading spreads are figured in.

Schwab makes play for ETF-distribution domination but not without risks

Low margins, a small list of ETFs, plenty of competition and possible trade-spread issues make this OneSource bid no slam-dunk

February 8, 2013 at 5:03 PM

Gordon J. Bernhardt with keynote speaker Condi Rice

Three RIA citizen journalists file dispatches from the TD Ameritrade conference

Our duly deputized scribes -- two RIA presidents and a social media consultant -- fanned out in San Diego last week and reported back from very different perspectives

February 6, 2013 at 7:25 AM

Stephen Cucchiaro: Think of all the bad things that could happen in the future.

As Windhaven assets head moonward, Stephen Cucchiaro keeps right on warning of falling skies in New York

At IMCA event, the Schwab investments superstar is selling catastrophe-proofing at Dow 14,000 as well as he was at Dow 7,000

February 5, 2013 at 4:14 PM

Andy Rachleff: Mark Zuckerberg should not use us.

Looking more like Windhaven after a revamp, Wealthfront names a noted academic CIO and boosts its assets 15-fold

Andy Rachleff's new strategy omits RIAs-as-managers in favor of a centralized ETF-manager approach with Burton Malkiel calling the big shots

November 27, 2012 at 6:45 AM

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