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Articles tagged "Todd Rosenbluth"


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Eric Balchunas:  Only four of the ten-highest revenue-generating ETFs are in the top 10 by assets.

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

Don Phillips: The Journal's article adopts the free-drink mindset, only in reverse.

How Morningstar got in the last word after The Wall Street Journal dropped a year-in-the-making investigative piece on the fund tracker's head

Don Phillips used Chicago street talk and wielded research muscle to hit the Dow Jones newspaper high and low

December 19, 2017 at 8:12 PM

Kunal Kapoor: Research and ratings of active funds is likely to continue to play a role in fund selection in the future.

How and why Morningstar sliced 16 bps for RIAs by dumping third-party mutual funds and stamping its Switzerland brand on its own mutual funds

Morningstar offers a Bogle-like rationale damning third-party mutual fund wrappers as an extravagance in $7 billion Managed Portfolios product

March 22, 2017 at 8:15 PM

Eric Balchunas: Maybe he’s getting his mojo back, not like the old days, but taking in little flows.

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

November 3, 2016 at 8:15 PM

Mark Wiedman: What we will not do is compete with you.

Mark Wiedman vows to ETF managers that BlackRock won't compete (directly) in the asset allocation game

The iShares chief encouraged the entrepreneurs, many of whom are ex-RIAs, to see themselves as primary purveyors of BlackRock ETFs

June 3, 2014 at 2:08 AM

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