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Articles tagged "Nicole Newlin"


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Marion Asnes of the Idea Refinery [r.] with Nicole Newlin of Efficient Advisors: Until Big Data reveals all of their clients' habits and motivations, advisors will just have to work at winning their attention.
May 23, 2016 at 4:22 PM

Former DFA exec John Blood is migrating his portfolios toward 'factor' ETFs, and away from DFA mutual funds.

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 at 8:30 PM

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