Articles tagged "ETFs"
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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
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
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
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
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
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
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
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
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
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
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
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
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
Walt Bettinger strikes back to show that Charles Schwab won't be bested in the brewing ETF price war
The Schwab CEO says that moves are permanent and that ETFs are not a loss-leader for his firm
September 21, 2012 at 4:38 PM
Schwab adds $2 billion of assets from Windhaven, with RIA help, and another $2 billion of assets from 41 new RIAs
Walter Bettinger lauds the 'fairly rapid growth' of the recent acquisition
