Nov 18, 2011
Windhaven misses its 12-month benchmarks again but still hits asset-gathering mark
More advisors are using Schwab's ETF manager but some of them dislike the company's tactical approach
Tag
Windhaven
22 articles
Articles tagged "Windhaven"
Page 2 of 2Aug 25, 2011
Schwab's rapid response to letter snafu seems to be smoothing ruffled feathers
The custodian garnered praise for its straightforward apology, but does the blunder point up a larger conflict of interest?
Aug 15, 2011
Schwab's purchase of Windhaven made its asset growth soar -- and RIA assets may be the afterburners
The Boston-based phenom has gathered assets mightily in good markets but may do even better in bad ones
Jun 27, 2011
Schwab EXPLORE goes deep into the Rockies with big RIAs
Top executives from corporate, Advisor Services and Windhaven mingled with advisors representing 5% of RIA assets in U.S.
Apr 6, 2011
Windhaven's success draws attention to emerging ETF managers
Aided by big companies like State Street and BlackRock, managers offer a leg up to RIAs seeking ETF strategies
Nov 12, 2010
A look inside Schwab's big deal with a small asset manager
Windward sold for a big premium but Schwab may be the bigger winner
Nov 12, 2010
Schwab closes the Windward Investment Management deal but relinquishes the brand
A small advisory firm also had a claim on the ETF manager's name