Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business
The flamboyant personality has sold 400 advisors on his approach, which includes coaching and a passive investment strategy
Thanks for this great, impartial, interview. Mark Matson is a dynamic speaker, very inspiring, ad his message is simple. Don’t try to predict the future. Let the future happen (being part of it), and then rebalance. I never get tired of reading his stuff and watching his videos.
I work for Investor Coaches Jeff Mathies and Nick Naseman in Colorado, at Prestige Wealth Management: http://www.PresWM.com
Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs
Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'
August 9, 2022 at 1:57 AM
After adding an ex-iShares product chief to call the shots and -- oye -- lowering fees, Dimensional Fund Advisors humbly and belatedly charges into ETFs and should score $5 billion in two years, an analyst says
DFA nabbed Nicole Hunter's BlackRock ETF playbook and committed to ETF-level fees to show the industry it plans to play to win assets -- even if some come from within.