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Articles tagged "Tom Lydon"


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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Wayne Bloom: If we have an advisor who wants to be part of the community and values what we bring to the table, I could care less how they are registered.Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind them
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Scott Wilder: We're gonna be a home for the pissed-off broker. This Atlanta roll-up start-up plans to reach $1 billion right quick by using hedge fund cash to execute a Schwab template
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Peter Wheeler: There's a one in a billion chance that something like this would happen twice.RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its space
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Eduardo Repetto posed with Alex Potts and Chip Roame before telling advisors about a born-of-data, new ingredient in DFA funds.Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipe
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Alan Markarian: We're the largest commercial bank focusing on this need.How U.S. Bank appeared on the scene as an RIA custodian and where it might find love