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Articles tagged "Wall Street Journal"


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Eduardo Repetto: Most factor strategies do not add much value.

Amid crumbling 'factor' fund pricing power, Fidelity slashes factor ETF fees; low-factor-price Avantis soars to $30 billion in third year, and new study says factors are barely a factor in returns

Factor funds failed to outperform the S&P 500 over the last decade, and three out of six categories proved more volatile, according to a new study. Popularity creates a performance problem, analysts say.

December 8, 2023 at 10:55 AM

Roger Hewins: The issue of conflict is real and complicated -- unavoidable, really.

What an RIA should make of Wall Street Journal's expose of how Schwab, Fidelity and TD Ameritrade's advice machines steer client assets

Product of a six-month of investigation, the Jason Zweig and Anne Tergesen-authored article alleges conflicts at the discount brokers are rife -- but RIA reactions to the revelations are textured

January 27, 2018 at 12:43 AM

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

Sterling Shea: One day we may have an advisor from Edelman Financial on the list rather than Ric himself.

Getting inside Barron's Top-100-Advisor lists with some help from Sterling Shea

As the scrutinized lists expands and evolves, the Dow Jones newsweekly is striving to parse better from bigger -- all while keeping a promise to Rupert Murdoch

September 3, 2014 at 3:16 AM

Mark Casady: Before, I was an externally focused CEO, doing acquisitions, focused on getting us public, We weren't as attentive as we could be.

In WSJ article, Mark Casady issues a series of mea culpas and positions LPL as a turnaround story

In the esteemed publication, CEO Mark Casady positions his company and his attitude toward advisors as a turnaround story built on two-hour deadlines

September 17, 2013 at 6:40 PM

Mindy Diamond: A home run for RIAs and recruiters

Page One Wall Street Journal article is a 'home run' for the RIA industry

Story's impact could exceed New York Times article about Smith Barney breakaway two years ago

January 5, 2010 at 7:26 PM

WSJ: RIAs provide objective advice

Wall Street Journal explains RIAs in article

New RIA assets of $108 billion gets WSJ's attention

August 6, 2009 at 4:17 AM

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