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With tax deferral at a rising premium, DFA forms a deal with an annuity company focused on RIAs

Jefferson National calls the deal with Dimensional Fund Advisors a 'home run'

Monday, September 13, 2010 – 4:42 AM by Brooke Southall
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Jefferson National's Laurence Greenberg: It’s something that we’ve wanted to do for a long time

Related Moves

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.

November 12, 2020 – 4:43 AM

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 – 1:57 AM



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