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walt bettinger joins cdr signaling major moves in private equity landscape

Walt Bettinger has joined Clayton, Dubilier & Rice (CD&R) as a senior advisor just four months after retiring as CEO of Charles Schwab, signaling a significant move in the RIA sector. His extensive experience and market knowledge are expected to bolster CD&R's ambitions in private equity, particularly following their acquisition of Focus Financial. With a strong team already in place, Bettinger's addition is seen as a strategic enhancement to CD&R's financial services operations.
Walt Bettinger joining CD&R just four months after Schwab retirement could signal a big private-equity play brewing | RIABiz
Marsh & McLennan Companies, Inc. Charles Schwab Corp Clayton, Dubilier & Rice Fund IX LP Fidelity Focus Financial Serv Sr A USA Cecile Munoz Chuck Schwab David Winokur Dan Glaser Adam Birenbaum Walter W Bettinger II Peter Crawford Michael Nathanson Show more
Business & Industry, News Article
05:29 02.04.2025

dynasty financial partners secures funding to enhance services and pursue acquisitions

Marty Bicknell's Dynasty Financial Partners raised an estimated $100 million at a $500 million valuation, enhancing its services for independent advisors while maintaining a debt-free status. The investment round, led by Abry Partners and supported by Charles Schwab, positions Dynasty for strategic growth amid challenging IPO conditions. CEO Shirl Penney emphasized the importance of aligning with partners to strengthen their commitment to the independent wealth management sector.
Goldman Sachs custody unit gets coveted foothold with Dynasty Financial, but no assets yet in a move that still threatens Schwab and Fidelity, recruiter says | RIABiz
United States Dollar Beacon Pointe LP Charles Schwab Corp Pershing Square Holdings, Ltd. The Goldman Sachs Group, Inc. Fidelity Balanced KKR & Co. Inc. USA Marc Hineman Harvey Golub Mike Wunderlich Bernie Clark Marty Bicknell Justin Weinkle Shirl Penney Show more
Business & Industry, Market Report
03:47 28.03.2025

vanguard faces lawsuits amid rising fees and competition in robo-advising

Vanguard faces two lawsuits, with the second being a near replica of the first, both seen as attempts to pressure the company into a settlement. Meanwhile, the firm is enhancing its brokerage services and has implemented conventional processing fees, providing clients with advance notice. Robo-advisors like Betterment and Wealthfront are adjusting their fee structures, with Betterment raising prices while Wealthfront focuses on downmarket growth, showcasing a strategic divergence in the competitive landscape of digital investment services.
Bank of America-nemesis lawyer files class action -- again -- over Vanguard $100 'junk fee;' but Bogle-founded company claims fee is legal and vows to defend low-cost reputation | RIABiz
Charles Schwab Corp USA Arthur Kelly David Fortunato Jon Stein Sarah Levy Show more
Regulatory & Legal, News Article
02:10 22.03.2025

ubs aims for higher profit margins through potential mergers and acquisitions

UBS aims to increase its Americas wealth unit's pre-tax profit margin from 9% in 2024 to 15% by 2027, despite challenges from rising interest rates that have shifted client investments. The bank's $2.1 trillion asset management unit lags behind competitors, prompting speculation about potential mergers and acquisitions to enhance profitability and scale. Options include acquiring independent boutiques or larger firms like Ameriprise Financial or Raymond James Financial to bolster its wealth management capabilities.
reuters.com
United States Dollar Charles Schwab Corp Ameriprise Financial, Inc. Credit Suisse Lux Digital Healt Raymond James Financial, Inc. Morgan Stanley Citizens Financial Group, Inc. USA CHE George Hay Sergio Ermotti Oliver Taslic Show more
Finance & Economy, Market Report
14:26 04.02.2025

Wealthfront disrupts direct indexing with low fees and reduced investment minimums

Wealthfront has experienced significant growth, with assets under management rising from $17.4 billion to $37.4 billion in two years, while also managing $37.6 billion in high-yield accounts. The firm has launched a low-cost, nine-basis-point direct-indexing portfolio with a reduced minimum investment of $20,000, positioning itself competitively against established rivals like Charles Schwab. With 1 million clients and a focus on the mass affluent market, Wealthfront continues to innovate and expand its offerings, solidifying its place in the robo-advisory landscape.
Wealthfront regains its long lost swagger after 2022 UBS jilting, with 1 million clients and $75 billion in total assets; now it's dusting off its direct-indexing with (maybe) disruptive changes | RIABiz
United States Dollar Charles Schwab Corp Wealthfront Risk Parity W GBR USA Andy Rachleff Sheila Baird Tom Curry Show more
Business & Industry, Market Report
07:06 16.01.2025

Wealthfront disrupts direct indexing with low fees and increased accessibility

Wealthfront has rebounded impressively, now serving 1 million clients and managing $75 billion in assets, following a setback with UBS. The robo-advisor is innovating in direct indexing by introducing a low-cost S&P 500 portfolio with a significantly reduced minimum investment of $20,000, enhancing its competitive edge in the market. With a fully automated system, Wealthfront is positioned uniquely among rivals, allowing it to offer services at lower prices while catering to the mass affluent market.
Wealthfront regains its long lost swagger after 2022 UBS jilting, with 1 million clients and $75 billion in total assets; now it's dusting off its direct-indexing with disruptive changes -- starting with a nod to State Street's pricing | RIABiz
United States Dollar Charles Schwab Corp Wealthfront Risk Parity W GBR USA Andy Rachleff Sheila Baird Tom Curry Show more
Business & Industry, Market Report
02:35 16.01.2025

us jobs data boosts dollar while stocks decline amid rate concerns

U.S. stocks fell sharply and the dollar rose after December's jobs data showed a stronger-than-expected increase in nonfarm payrolls, with 256,000 jobs added and the unemployment rate dropping to 4.1%. This has led to reduced expectations for interest rate cuts, with traders now anticipating only a 30 basis point reduction this year. Meanwhile, U.S. Treasury yields surged to a 14-month high, exacerbating pressure on equities and raising concerns about inflation and higher borrowing costs.
Reuters
British Pound Sterling Japanese Yen Euro United States Dollar Charles Schwab Corp RUS GBR USA Jimmy Carter Richard Flynn Neil Birrell Show more
Finance & Economy, Market Report
15:23 10.01.2025

Morgan Stanley considers adding cryptocurrency trading to E-Trade platform

Morgan Stanley is considering adding cryptocurrency trading to its E-Trade platform, anticipating a more favorable regulatory environment under President-elect Donald Trump. This move could position E-Trade as a significant competitor to established platforms like Coinbase, as the brokerage manages 5.2 million accounts with around $360 billion in assets. Other traditional brokerages, including Robinhood and Fidelity, are also expanding their crypto offerings, reflecting the growing demand for digital asset trading.
Cointelegraph
United States Dollar Morgan Stanley Coinbase Global, Inc. BlackRock, Inc. Fidelity Balanced Interactive Brokers Group, Inc. Robinhood Markets, Inc. Charles Schwab Corp USA Donald Trump Show more
Finance & Economy, Market Report
21:01 02.01.2025

bitcoin etfs surpass gold funds with nearly 130 billion in assets

US bitcoin ETFs have surpassed gold funds, reaching nearly $130 billion in assets under management since their launch in January 2024. This growth is fueled by institutional interest from firms like BlackRock and Fidelity, as well as a favorable regulatory environment and rising demand for alternatives to traditional assets amid economic uncertainty. BlackRock's iShares Bitcoin Trust leads the market with almost $60 billion in assets, reflecting a significant shift towards digital assets in traditional finance.
Crypto Valley Journal
Euro United States Dollar Morgan Stanley Charles Schwab Corp MicroStrategy Inc BlackRock, Inc. Fidelity Contrafund USA Joe Biden Donald Trump Show more
Finance & Economy, Market Report
06:00 26.12.2024

ethereum poised for growth as solana gains traction in crypto market

Solana surged 204% in 2024, driven by decentralized exchange activity and the creation of over 3 million tokens, while Ethereum is poised for a potential breakout in 2025, with predictions of reaching $10,000 amid a favorable regulatory environment and increased staking opportunities. Retail trading has also surged, surpassing 2021 levels, as individual investors flock to cryptocurrencies and popular stocks. However, Ethereum faces challenges from rival blockchains and regulatory headwinds, which may impact its adoption and performance.
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Tesla, Inc. Coinbase Global, Inc. Charles Schwab Corp Robinhood Markets, Inc. Zach Pandl Jesper Johansen Andrew O'Neill Bill Hughes Sr Luke Nolan Show more
Finance & Economy, Market Report
14:00 23.12.2024
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