Asset manager's repurchasing of remaining stake held by bank opens door to other third-party wirehouse platforms; 'no longer owned by a competitor'
Firm hopes to have 30 to 50 passive and active offerings on the market by the end of 2012
Charles Schwab Investment Advisory Corp. has unveiled a select list of exchange-traded funds for retail investors
Advisers love exchange-traded funds. What they may not like so much: the execution of ETF trades -- particularly for less liquid funds -- can hit clients in the wallet
O'Hanley says expense will 'pop up' somewhere else; whack-a-mole for the SEC?
The news of late couldn't get much worse for muni bond investors, with gaping budget deficits and predictions of massive defaults. But fear not, BlackRock says there are lots of great investment opportunities in the tax-free universe. Just steer clear of those Florida dirt bonds.
American Century Investments has never been on most advisers' radar screens
Brian Barish is known for his ability to talk in depth about the stocks in his portfolios, often strictly from memory
When it comes to the most-effective use of social media by asset management companies, The Vanguard Group Inc. and Fidelity Investments probably can claim more “likes” than any of their peers
Michael Walls studiously avoids doing what everyone else does
