How a solo RIA sold his 20-year DFA-based practice to an IBD rep
Ready to call it quits but with no plan, Peter Langer found an unlikely white knight
Synopsis – Langer panicked, just as many RIAs and brokers have done, and he can’t take it anymore. I love the contradiction between using DFA, a firm that preaches a very long term optimistic approach and Langer who has given up faith in the future. I’m sure he cashed out his personal portfolio at the bottom and is done now as both an RIA and an investor.
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.
November 12, 2020 at 4:43 AM
Cetera Financial Group
Top Executive: Larry Roth