Articles tagged "Loring Ward"


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How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

May 9, 2016 — 8:30 PM UTC

Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian

Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box

March 3, 2016 — 10:24 PM UTC

Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?

The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication

October 16, 2015 — 4:33 PM UTC

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 — 4:51 PM UTC

Following 'irregularities' Mark Mandich says Curian Capital will close its doors in 2016

In hindsight, the $11-billion Denver TAMP had made some moves like removing key managers and installing interim ones in the wake of troubles its parent entity referred to US regulators

July 31, 2015 — 12:09 AM UTC

Extraordinary women awaken the RIA business, shepherd billions

In a business starved for beyond-the-books talent, executives are turning to a largely untapped gender

March 6, 2015 — 8:53 PM UTC

After famous Twitter feud, Jon Stein and Michael Kitces make up and join forces

As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs

March 2, 2015 — 6:42 AM UTC

How a band of advisor-execs scaled 5,000 sunless feet to the summit of the Half Dome -- and the lessons the exploit yields for growing RIAs

Advisors donned headlamps, assuming considerable risk effecting the nighttime ascent in Yosemite -- including an encounter with a mama bear

July 18, 2014 — 3:05 PM UTC

Fidelity Investments soon to jack up commissions on DFA and Vanguard Group mutual fund trades

At the same time, the Boston giant slashes commissions on 99% of the other mutual funds and, analysts say, may have declared war on Vanguard and Schwab in one move

December 5, 2013 — 8:18 PM UTC

Charles Goldman becomes board chairman for Genworth Financial Wealth Management after playing a mastermind role in its purchase by private-equity buyers

The Advizent co-founder and former Fidelity and Schwab RIA chief sees potential to jumpstart the $20-billion TAMP after its two-year slump

October 7, 2013 — 11:47 AM UTC