Articles tagged "Tom Lydon"
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TD Ameritrade calms the RIA Twitter storm but not questions about the spreads on the ETFs replacing the super-liquid Vanguard and Core iShares
The additional 60-day extension lets advisors breathe but even Wall Street analysts wonder just how far TD Ameritrade should go in inflaming 'consternation' of 'golden goose' RIAs
October 27, 2017 at 12:45 AM
As Bernie Clark and Walt Bettinger go on offense, LPL and Wells Fargo names get named and a B2C robo dry-up gets foretold at Schwab IMPACT in San Diego
The Schwab CEO, buoyed by his robo, robust quarterly results and DOL fallout at competitors is on offense -- a state of being RIAs can relate to
October 28, 2016 at 6:41 PM
After Vanguard gains $550-billion ETF lead, Fidelity makes 'rabbit out of the hat' play to regain ground
But even as Boston execs attempt magic, Vanguard makes almost simultaneous ETF move that requires no lagomorphs
August 22, 2016 at 10:54 PM
Hard numbers that show the zero-sum advantages of RIAs over wirehouse brokers as told by fund flows
The hold by the Merrill Lynch and Morgan Stanley crowd over product manufacturers is fast slipping
July 28, 2016 at 9:00 PM
Amid papal euphoria, a bullish ETF event at NYC's Conrad Hotel where pros plot the next few trillion of assets
Tom Lydon's fundfest had everything from Deb Fuhr's dry intellectualism to Josh Brown's New Yok F-Bombs, with all the Powershares, BlackRock iShares, State Street power players represented
September 26, 2015 at 7:42 PM
How DFA is putting its John Hancock on the ETFs category
The deep-in-Texas manager is lending index help to the Boston giant but dodging cannibalization and channel conflict
July 15, 2015 at 4:45 PM
Fleet-footed RIAs storm into the active ETF market as fund giants tie pretzel dough
Front-running is real concern for the likes of American Funds or Fidelity Investments but not for little guys with no track records
May 11, 2015 at 7:32 PM
An outflow-plagued American Funds holds its ETF fire until it can resolve the vehicle's front-running exposure, which defies a resolution
Edward Jones and other legacy American customers consider ETFs a niche solution to a main portfolio -- lessening the urgency for change
February 10, 2015 at 9:57 PM
A charged-up Walt Bettinger slams all non-Schwab robos at IMPACT 2014 with an energy appreciated by RIAs
The Schwab CEO's feistiness was just one unusual occurrence at the all-stops-out fete for high-end RIAs in the Mile High city
November 10, 2014 at 7:57 AM
Why ETF sponsors are ponying up big fees to get on Schwab's ETF OneSource in a bid for access to ticket-averse RIAs
Direxion hands over much of its management fee to Schwab, its CEO says, but the rewards are worth the sacrifice
October 9, 2014 at 6:25 PM
With Stephen Cucchiaro out, Liz Ann Sonders takes the Windhaven reins
The founder of the once-explosive ETF manager didn't have the same investing magic in the wake of his sale
June 27, 2014 at 9:02 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
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 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
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
