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Articles tagged "BlackRock"


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Matthew Tuttle: If I'm trading 100 shares and hold on to them forever, I'll think this is awesome, but for RIAs this is a disaster.
March 15, 2013 at 5:33 PM

Nicholas Gerber: By working with BlackRock, they gain scale but under their own banner.

Fidelity and BlackRock are cooking up a (de facto) de novo ETF company deep in the Rockies

The Boston giant appears to be renting the iShares first-mover advantage as a way to get big in a hurry

March 14, 2013 at 7:56 PM

Mike Durbin: We feel that the story about ETF investing goes beyond the simple costs and is like an onion, and there are several layers.

How Fidelity is locking arms with BlackRock and appealing to RIAs to fend off a Schwab ETF threat

The Boston and New York giants are seeking a big win by offering greater value through greater liquidity on the distribition side -- while quietly partnering on ETF-making in the fund factory

March 14, 2013 at 5:07 AM

Paul Weisbruch questions whether Schwab is providing the same apparent ETF value once trading spreads are figured in.

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

Schwab IMPACT is one place where the marketers and consumers clamor for each other.

An advertiser's-eye view of Schwab IMPACT: Who's doing what right?

Sponsors that use an outgoing approach get tremendous client inflow

November 20, 2012 at 4:12 PM

Walt Bettinger: They’re not in response to something else that someone has said.

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

Frank Troise: Once we have ascertained local consumer/baby boomer data, the physical store and staffing requirements are a mere formality.

Gathering assets with long tails: Exactly how RIAs of any size can market with the big boys with 'Google Love'

3 ways to slay your marketing adversaries by using Google ad words with military precision to maximum effect

August 15, 2012 at 3:19 PM

Debra Taylor:  None of my clients has balked at it. If a manager doesn't perform, they will be fired.

LPL Financial sees explosive asset growth of model portfolios by linking BlackRock and J.P. Morgan-level brand names to the little guy

The big IBD saw a 72% jump in assets for its Model Wealth Portfolios platform to near $9 billion after lowering account minimums to $25,000 from $100,000

July 13, 2012 at 3:32 AM

Frank Troise: Advisors can now acquire new business each day for the price of a Starbucks coffee.

How Google Love can put an RIA onto an equal marketing footing with BlackRock

The big search engine -- and the web in general -- may be the two technologies most neglected by advisors

July 6, 2012 at 5:24 AM

Andrew Arenberg: Our goal is to build Russell 1.0, not iShares 2.0.

How Russell is faring since joining the competitive ETF party with an all-star ex-Barclays crew

The team is offering two dozen enhanced ETF offerings, hoping to gain traction with advisors in an increasingly competitive market

February 27, 2012 at 5:01 AM

Milton Ezrati: You don't need absolutely good news.

How Bob Doll, Milton Ezrati and Tony Crescenzi see brightness in the murky 2012 outlook

The heavy hitters offered encouragement to advisors on Envestnet conference call

January 10, 2012 at 6:07 AM

The 325-plus exhibiting firms connected with a sea of humanity in IMPACT's 2011 expo

An advertiser's-eye view of Schwab IMPACT and the mini-city of marketing it created

Three days of conversations, recycled swag and ancillary events

November 7, 2011 at 3:29 AM

Randy Long: I'll be calling all of their clients.

The head of a $12 billion RIA spars with UBS and LPL execs on the great fiduciary debate

Retirement-plan leaders grapple with different degrees of fiduciary and how best to address advisors and clients

October 21, 2011 at 2:18 PM

State Street's Anthony Rochte: Some ETF managers are building true institutional-powered portfolios. Some have strong performance records and can take their solution and market it to other RIAs or investors.

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

April 6, 2011 at 2:44 PM

Sue Thompson: We look at the glass as 92% empty; there’s a whole lot of running left to do.

How BlackRock plans to grow iShares using advisors as one key

The New York powerhouse will focus on helping RIAs that are heavy users to succeed

March 16, 2011 at 2:50 PM

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