Articles tagged "Eric Balchunas"
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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
PIMCO's institutionalize-Bill-Gross effort culminates after three years in price hikes tempered by ETF migraines and fee cuts
The Newport Beach, Calif.-based manager notably jacks up charge for PIMCO Income Fund after it soars to $92 billion, which slowed its asset flows not at all as it zoomed past $100 billion
December 4, 2017 at 8:31 PM
Franklin Templeton's ETF play reveals pain of being late -- yet it beats never
Franklin Resources has hewed to near a $42 share price back to 2006 but with $750 billion of AUM it is being deliberate with launch of single-country ETFs, opening wider window on strategic weaning from mutual fund dependency
November 10, 2017 at 12:29 AM
How BlackRock stopped Vanguard from devouring ETF market share by pleasing RIAs -- but how that strategy could endanger iShare profit margins in the long run
The $5 trillion iShares-maker scores with low, low-priced 'non-Core' ETFs that don't cannibalize high-margin Core iShare products but the liquidity of the cheapo funds could be a problem
May 8, 2017 at 7:50 PM
Andy Rachleff makes waves with NY Post quote: Don't get 'hung up' on our lose-more-funds-than-you-deposit disclosure
Fresh off blasting BlackRock, the feisty Wealthfront CEO claims he was 'misrepresented' as the robo offers ready credit lines for those with $100K-plus in taxable accounts
April 25, 2017 at 9:06 PM
Bill Gross jumps back in the 'total return' game, first with a one-client, $100-million SMA, he tells P&I, but with a mutual fund on the way
The famed ex-PIMCO manager, 72, feels constrained by his' unconstrained' bond fund and wants to go -- despite analyst skepticism -- after the category that once put him atop $300 billion of assets
