Symmetry Partners

Symmetry Partners

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151 National Drive

Glastonbury, CT 06033

860-734-2000

symmetrypartners.com

No. advisers: 3,462

AUM: $9,400,000,000

In the News

Competition among TAMPs heats up

August 31, 2019 - "Poor man want to be rich; Rich man want to be king. And a king ain't satisfied, till he rules everything." Those words from Bruce Springsteen's 1978 single "Badlands" resonate with Jud Bergman, chairman and CEO of Envestnet, as he considers the landscape...

The growth of factor-based investing

May 18, 2019 - The steady migration of investor assets out of actively managed mutual funds and into passively managed exchange-traded funds is fueling the growth of factor-based investing, an old idea that has taken on new appeal for financial advisers and retail investors....

BlackRock, Thomson Reuters launch new diversity and inclusion ETF

September 24, 2018 - BlackRock Inc. and Thomson Reuters are partnering on a new exchange-traded fund that invests in companies that promote diversity and inclusion practices. The new iShares Thomson Reuters Inclusion & Diversity UCITS ETF (OPEN) tracks an index of 100 companies...

Top fee-only RIAs by state

June 9, 2018 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 California 343 $501,079.6 $444,786.3 $56,293.3 1 Financial Engines Advisors 33.8% 38.1% 0.0% 2 Hall...

Women advisers driving revenue growth

May 29, 2018 - Even though women make up a small but growing percentage of financial professionals, their influence has the potential for a disproportionate impact on the overall financial planning industry. New InvestmentNews research found that advisory firms with...

E*Trade puts its stamp on the RIA custodian space

April 9, 2018 - E*Trade's $275 million acquisition of Trust Company of America, which was completed Monday, is expected to send the second-tier custodian into growth mode thanks to beefed-up resources, technology and marketing muscle. The first step in that direction...

4 things to remember when delivering bad news

March 30, 2018 - Whether financial advisers are dealing with an existing client, or a prospective one, they are expected to provide an honest and objective view of the client's financial situation. As a financial adviser, being able to present bad news to a client is...

DOL rule may be history, but a fiduciary standard still in the works

March 16, 2018 - The latest body blow to the Department of Labor's fiduciary rule continues to divide the financial advice industry. "It's a shame we keep having these conversations when we should just put our foot down, because there shouldn't be an argument about whether...

Political ETFs have fair share of haters

December 20, 2017 - Money managers have already tried to sell people exchange-traded funds linked to booze and over-eating. So it probably shouldn't come as a shock that they're moving on to an even touchier region of the American psyche — politics. Believe it or not,...

RIA Rundown: By the Numbers

June 3, 2017 - The InvestmentNews RIA Data Center qualified over 1,900 fee-only registered investment advisory firms. For more information, please contact INResearch@investmentnews.com. Visit data.investmentnews.com/ria/ for more-complete profiles and interactive rankings....

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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