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DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space

The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm

Author Lisa Shidler May 9, 2012 at 4:37 PM
no description available
Dave Butler: If there’s a $50 million advisor, they might want to know something from a $500 million advisor.


Elmer Rich III

Elmer Rich III

May 10, 2012 — 12:19 AM

Along with Ken Fisher, DFA is certainly the most successful asset gathering firm and marketer in the business — delivering stunning wealth for the owners. They have untold amounts of money to invest in any new distribution scheme and stunning profit margins.

Any new marketing effort is trivial compared to the additional wealth it could produce for DFA Principals.

Miguel Gomez

Miguel Gomez

May 10, 2012 — 11:41 PM

Ken Fisher and DFA have no comparison.
DFA is a mutual fund company, Ken Fisher is a stock picker. I’ll concede that he’s a good marketer, but I’m yet to see a single advertisement for DFA, whereas you’ll Fisher’s name “everywhere”.
Also, DFA has expense ratios much lower than industry averages, maybe they just use their resources more efficiently?

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January 13, 2024 at 2:24 AM

Pershing restores Ben Harrison as sole heir to Mark Tibergien -- for now -- but solo tenure may be temporary, with other top talent in the wings

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Mentioned in this article:

Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

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