News, Vision & Voice for the Advisory Community


Buckingham expedites turnkey 401(k) strategy by buying a fellow DFA TAMP

Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges

Author Elizabeth MacBride January 5, 2011 at 2:47 PM
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Mont Levy: We see the DFA advisors looking at this opportunity very closely.

Ryan Alfred


Scott Pritchard



June 26, 2014 — 5:35 AM

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June 26, 2014 — 7:02 AM

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Related Moves

Mike Alfred scores headhunt coup by hiring brother, Ryan -- and, oh yeah, he raised $6 million

The co-founder and CEO of Digital Assets Data not only got his ace sibling but co-founder Kurt Fenstermacher, ex-Bridgewater, took over as COO changing the trajectory of the startup

April 30, 2019 at 5:25 PM

Mentioned in this article:

BAM Advisor Services
Top Executive: Mont Levy

BrightScope, Inc.
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