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Articles tagged "T. Rowe Price"


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Walt Bettinger:  We took steps to help our clients navigate the mutual fund selection process more efficiently.

T. Rowe Price gains house brand status on Schwab's active fund platform and will pay up to $10-million yearly for the honor, but the deal is not without potential conflicts of interest

In today's earnings release, Schwab CEO Walt Bettinger talked up the arrangement, which rolled out in February as part of Schwab's 'Fund Finder,' after first announcing it for RIAs in December.

April 19, 2022 – 1:58 AM

Rob Sharps: This acquisition allows us to broaden our private markets business.

T. Rowe Price completes lightning $4.2-billion deal to become 'alternative credit' leader by delivering heavy cash at closing and promising light touch

The Baltimore patriarch gets the $56-billion Wall Street distressed-bond deal shop and incoming CEO points to 'tremendous' investor demand

December 30, 2021 – 6:56 PM

Rob Sharps: We have a vision to be the premier active investment manager in the world.

T. Rowe Price becomes major hedge fund player in a heartbeat with $4.2-billion Oak Hill purchase -- plus a $500-million co-investment -- with RIAs named as prime prospective clients

The old line Baltimore firm adds a quick $53 billion of managed capital that garners fees of 1.5% and that's before taking a cut of the gains.

October 29, 2021 – 2:10 AM

Joseph Martel: We think they can afford to take more equity risk.

T. Rowe Price takes on the risk of its target date fund retirees outliving their savings -- by jacking up equity exposure even on the glide path

The Baltimore patriarch is using both actuarial and behavioral science as the basis for the contrarian move whose downside is accentuated as coronavirus gives the approach a rough start

March 2, 2020 – 6:13 PM

Rob Foregger: Moving beyond the target date fund ... that’s the vision ... they're now antiquated.

New class of robos lay siege to 'antiquated' target-date-funds (TDF) market; even defender of the 401(k) citadel, Vanguard, sees handwriting on the wall

Fidelity, Ascensus, and Morningstar are all making 401(k) moves that could see automated advice replace the Vanguard-dominated TDF market but maybe Vanguard just woke up in time to cannibalize the market itself.

October 8, 2019 – 3:02 AM

Louis Diamond: Cetera [isn't] unstable, but new ownership is a time for advisers to reevaluate.

Oisin's Bits: Focus Financial shares crater after Rudy Adolf's answers to analysts fail to mollify; RIAs get negotiating boost as T.Rowe 'proves' plans boost profits, but is it a fallacy?; and Genstar's tenure as Cetera' owner has started with a bloody nose, despite more than half a billion inflows

Roll-up model meets Wall Street analysts; T.Rowe Price’s latest report posits that 401(k) plans are a rocket for corporate profitability; and private equity firm Genstar Capital's deep pockets have so far failed to turn the tide in Cetera's bitter rivalry with LPL

November 13, 2018 – 10:30 PM

Tom Kazmierczak: They cost [the investor] about the same as target date funds but circumstances may change and with ActivePlus you can update.

The genius of how T. Rowe Price's new robo extends its $165-billion automated advice franchise -- namely as a maker of target date funds

The Baltimore-based fund giant's robo is plain vanilla when viewed in a vacuum but disruptive in the flush target date fund market

March 24, 2017 – 8:39 PM

Jim Putnam: We have great confidence in our ability to thrive as an independent public company.

Incredulity hovers over LPL's retro -- or is it inspired? -- choice of original 1983 employee Jim Putnam as chairman

As the 14,000-rep broker-dealer gropes for a post-DOL, post-digital future, it'll rely on the old-school standard bearer to shepherd new CEO Dan Arnold

March 10, 2017 – 8:05 PM

Michael Park: We need to ask them questions about their business challenges, their points of pain and their strategic priorities.

T. Rowe Price plucks an RIA 'pain' expert from Vanguard Group to rethink asset management delivery

With net flows flattish in Baltimore, Michael Park arrives to make sales interactions with RIAs more of a 'dialog'

December 21, 2016 – 6:09 PM

Eduardo Repetto: It's solving a problem before it exists on the back end.

Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?

The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication

October 16, 2015 – 4:33 PM

The VEO Village was moved to the fourth floor for greater space but lost some flow in the process.

What marketing truths emerged from the exhibit booths at TD Ameritrade's LINC event in San Diego

Flow, buzz and frenzy were constrained by the multi-floor set-up but new players in the RIA space celebrated the event and its value proposition

February 4, 2015 – 4:41 AM

Chip Roame: The problem is, the people with the debt aren't the same people who have the assets, so per capita we're very overleveraged.

Chip takes a 90-minute rip at wealth management at the Tiburon CEO Summit

The event's name oozes self-importance until Roame takes the stage and blasts everybody, himself included

October 9, 2013 – 6:43 PM

Robert Boslego: There is no guarantee that stocks will recover from a major loss within the time frame the retirement money is needed. [An investor] may literally die waiting for his or her portfolio to recover.

Why target date funds fail in the one area they're supposed to succeed -- downside protection

SEC recommendations about the inherent risk of target date funds are more controversial than their author's realize, says a veteran risk assessor

July 22, 2013 – 3:40 AM

Andy Hill: For Coach Wooden, one of the best basketball coaches of all time, the great key to learning was asking questions.

A John Wooden disciple makes 13 points to RIAs at NAPFA about how to excel

Andy Hill started with the premise that advisors, like most people, are good, not great, at what they do

May 21, 2012 – 3:28 AM

Scott David: We said: how can we make this happen?

Schwab and T. Rowe Price finally strike a OneSource deal with help from an ex-Fido exec

Scott David has only just arrived at the Baltimore mutual fund giant from Fidelity in May and he's already pulled off a coup that was 20 years in the making

October 31, 2011 – 12:39 AM

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