Articles tagged "Aperio Group"
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Despite tepid net flows in 2020, Aperio finds its white knight; BlackRock makes a deal to compete with buyers of Parametric, Motif and Folio
The Sausalito, Calif., direct indexing firm's owner watched as competitors got snapped up by Morgan Stanley, Schwab and Goldman Sachs but ultimately scored a $1-billion offer from the giant's petty cash.
November 26, 2020 at 1:42 AM
Wealthfront's high-net-worth cat leaps out of the bag -- keeping it one robo 'pivot' ahead of Schwab
The Palo Alto firm with $1.7 billion of managed assets reveals that its little secret is big accounts
December 19, 2014 at 7:33 PM
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