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Articles tagged "Tom Lydon"


Tom Lydon: They'll do well with this partnership.

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

Wednesday 7.15.15
Justin Carbonneau: Even though we're active, we always make changes on a Friday and it's a 28-day-cycle and we're changing 10% of the portfolio each month.

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

Monday 5.11.15
Ben Johnson: The bigger risk is to not participate.

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

Tuesday 2.10.15
Walt Bettinger: And by the way, we never said that it would be free, but rather that it will fund itself from the revenues of the underlying ETFs.

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

Monday 11.10.14
Brian Jacobs: It's a substantial portion of our management fee. It's not coming out of clients' pockets. There's no cost to the clients. They're getting a good deal.

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

Thursday 10.9.14
Liz Ann Sonders is taking the wheel of Windhaven's investment committee after Cucchiaro's sudden departure.

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

Friday 6.27.14
Steve Anderson: None of the consultants are utilizing our business model.

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

Tuesday 2.18.14
Nicholas Gerber: By working with BlackRock, they gain scale but under their own banner.

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

Thursday 3.14.13
Mike Durbin: We feel that the story about ETF investing goes beyond the simple costs and is like an onion, and there are several layers.

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

Thursday 3.14.13
Paul Weisbruch questions whether Schwab is providing the same apparent ETF value once trading spreads are figured in.

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

Friday 2.8.13
Walt Bettinger: They’re not in response to something else that someone has said.

Walt Bettinger strikes back to show that Charles Schwab won't be bested in the brewing ETF price war
The Schwab CEO says that moves are permanent and that ETFs are not a loss-leader for his firm

Friday 9.21.12
Andrew Arenberg: Our goal is to build Russell 1.0, not iShares 2.0.

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

Monday 2.27.12
Tom Lydon: It shows we’ve got our heads in the game.

How ETF Trends' Tom Lydon went from blog writer to hirer of veteran Dow Jones talent
Looks to double content, reach traders and build on 17,000 subscribers

Wednesday 3.30.11
Ron Fiske: You don't have to have that discussion with clients about what the right forum is to do business

9 things RIAs need to know about Fidelity's pricing moves on equities and ETFs
The trade commissions grab headlines but ETF cuts are a glimpse of the future

Wednesday 2.3.10




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