Articles tagged "State Street"
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With Ray Dalio gone and assets down, Bridgewater wants retail assets, but at arm's length; partner State Street will absorb hassles and risk for branding and fee opportunity
The Westport, Conn., firm will repurpose, minus flourishes, an 'all-weather' strategy and get the Boston asset manager to do much of the heavy lifting.
December 5, 2024 at 3:31 AM
Ten years into a pilot, State Street finally joins BlackRock and promises an annuity baked into 401(k) funds as post-80 longevity insurance
State Street is still working on finishing touches but is building on its momentum after leaping from seventh to third in retirement asset management
June 27, 2024 at 1:25 AM
Shorts: ESG forces Vanguard, BlackRock, SSGA to choose on abortion • Schwab uses money and brand to correct white-male CFP supermajority • S&P 1500 pensions overfunded despite underwhelming 2022 returns • Vanguard closes gap on BlackRock as top institutional manager • Musk puts Orion on Twitter map
Culture war envelops ESG. 'Big-three' face crisis on abortion rights • The population is 50.8% women, 13.4% Black, 18% Latinx, but 76.6% of financial planners are white men. • Schwab funds CFP effort to rebalance • S&P 1500 pension plans are running a $55 billion surplus • Vanguard nears BlackRock institutional asset sum • Daniel Crosby lures behavioral finance interest, via Diet Coke.
June 11, 2022 at 1:05 AM
Suddenly Vanguard, BlackRock, State Street not only have the assets but the power of ESG mandates, which make them a growing threat to shareholder democracy, critics say
A handful of super-charged fund managers control $34 trillion of assets and most of the ESG inflows, giving them 'carte blanche' to shape corporate policies.
July 28, 2021 at 10:35 PM
How Vanguard, BlackRock and State Street -- which manage RIA trillions of AUM for a pittance -- may artfully make the bill come due by beating active managers at their own game
The ETF giants' latest mutual fund-killing trick is free management of ETF portfolios -- perhaps the seeds of a massive freemium model
June 6, 2018 at 9:42 PM
TD Ameritrade angers RIAs who feel 'blindsided' after TD Ameritrade's actions prompt the departure of all Vanguard and some iShares ETFs from its NTF platform
The Omaha-based broker's roll-out of new ETF platform also removes Morningstar as ETF-picker as new State Street ultra-cheap fund line-up gets the Vanguard/iShares spoils
October 18, 2017 at 9:45 PM
How 3 wealth managers at Goldman Sachs parlayed a $1 billion book of business into a $125-million payday -- after doing it once before for $217 million
Todd Morgan sold his practice to State Street the first time, bought it back and is now selling to an entity partially owned by the National Bank of Canada
September 5, 2013 at 3:37 AM
Schwab gins up trading in foreign currencies but not for RIAs
The San Francisco-based broker now has trading in local currencies at 12 foreign equity markets but advisors cite higher priorities elsewhere
November 6, 2012 at 4:17 AM
Fidelity launches major division in Denver with an 'ETF quarterback' calling the shots
The new venture appears to be the Boston giant's long-awaited foray into exchange traded funds but some details are still being carefully guarded
September 17, 2012 at 4:56 AM
ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011
New partners like Redtail Technology, Envestnet and AssetBook helped pave the way
March 12, 2012 at 3:09 AM
State Street's semi-secret success in the RIA custody business
The Boston-based giant typically services RIAs with $1 billion or more in assets - RIAs so big they have their own technology
December 12, 2011 at 6:28 AM
Why exactly Dave Loeper and a Smith Barney/E.F Hutton legend are teaming up
Leonard Reinhart has ideas about how to market the Richmond, Va.-based firm's patented technology - and alleviate strain
October 26, 2011 at 4:55 AM
Schwab Advisor Services is nearing $800 billion of RIA assets but analysts are split over whether it can continue to dominate
Fidelity keeps flexing its muscles as Schwab raises its hybrid-friendly profile, reaches out to IBDs and rolls out an ambitious vendor platform
September 6, 2011 at 2:42 AM
New company will allow RIAs to manufacture ETFs
Exchange Traded Concepts hopes that a cheap, simple ETF process will lure mid-sized firms onto the playing field
July 19, 2011 at 2:21 PM
How some firms take on lead advisor role - and charge $100,000 a year for it
Research offers a clue to cope with breakdown of trust
