Articles tagged "Russell Investments"
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With Hamilton Lane's $90 million stake and Vestmark deal in her back pocket, Russell CEO is ready to plunge the old-line, upper-crust firm into the RIA middle-market
Michelle Seitz opened the playbook to allow RIAs more autonomy, and the firm will use wholesalers based less on channel and more on geography.
October 19, 2021 at 2:29 AM
The super-TAMP 'OCIO' category suddenly, finally looks mortal in 2019, says Cerulli report, but modest reinvention and price cuts could give it a new run
The outsourced chief investment officer industry exploded to almost $2 trillion globally and $1.4 trillion in the US, by striking a balance between TAMPs and consultants that propelled 20% growth without much fee pressure, the Boston consultant shows.
December 23, 2019 at 6:22 PM
Oisin's Bits: Vanguard aborts banking effort, because it was more fixated on beating BoA than being itself, an analyst says; SEI is killing it in the Mercer/Russell realm by competing with a retrofitted TAMP-thingy
The $5.3-billion Malvern, Pa. monster finds its investors want it to stick to investing, not checking accounts and the Oaks, Pa. TAMP leader gets upmarket with no-conflict pitch and product fit and
March 22, 2019 at 11:22 PM
NextCapital raises $16 million as its founder goes where Financial Engines' 401(k) robo strategy didn't
Betting giant asset managers will carry the day, recovering co-founder of Personal Capital Rob Foregger seeks firms like Russell Investments, Alliance Bernstein as VC investors and as enterprise clients
December 17, 2015 at 7:17 PM
Russell Investments sells for $2.7 billion and the new owner will flip its $250-billion asset manager -- yet again
The once-proud, family-owned Seattle firm is being sold by Northwestern Mutual and stripped for parts -- its indexes -- with its asset-management business as the throwaway
June 28, 2014 at 12:18 AM
An advertiser's eye view of IMCA 2014 in Boston and why it's (almost) all about the RIA
The RIA custodians combined had at least 35 people there in the booths
May 8, 2014 at 2:42 PM
Charles Goldman becomes board chairman for Genworth Financial Wealth Management after playing a mastermind role in its purchase by private-equity buyers
The Advizent co-founder and former Fidelity and Schwab RIA chief sees potential to jumpstart the $20-billion TAMP after its two-year slump
October 7, 2013 at 11:47 AM
How RIAs are forcing mutual fund wholesalers to lead or get out of the way
Numbers of internal salespeople are fast on the rise as the old-model external forces hit a plateau, according to Ignites research
April 9, 2013 at 4:47 AM
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
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
Four on the floor: Items of interest to RIAs this week
Russell defines the RIA-client gap, the latest from Loeper's Wealthcare, Vanguard halves a fund fee and FOX announces a make-your-own-family-office seminar
December 8, 2011 at 6:05 AM
Russell Investments' CIO tells advisors that data is 'not consistent' with a recession
Back away from the ledge: Despite a 'mediocre' recovery, economists at the big money manager see hopeful signs for the future
August 17, 2011 at 3:56 AM
Why RIAs would rather go to Twitter than talk to a wholesaler
Asset managers are cutting out the middle-man by going straight to the Web, study says
August 2, 2011 at 5:57 AM
New company will allow RIAs to manufacture ETFs
Exchange Traded Concepts hopes that a cheap, simple ETF process will lure mid-sized firms onto the playing field
July 19, 2011 at 2:21 PM
Russell Investments and Fidelity both see disconnect between HNW investors and RIAs in separate studies
Mere millionaires prefer fixed income and ultra-wealthy Tiger 21 members also edge toward perceived sleep-at-night investments