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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

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

Related Moves

BNY Mellon's new CEO is an RIA fan, and Pershing Advisor Solutions made a big personnel move to reflect it

Charles Scharf loosened the Pershing purse strings for Mark Tibergien who created 'head of platforms' position for Christina Townsend

March 12, 2019 – 10:14 PM

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

Behind the scenes, Ben Harrison's rise to replace Mark Tibergien at Pershing was more shock and awe than a symphonic succession

Harrison's appointment was baked in the cake -- or not -- and Tibergien departed with Swiss-watch precision in Moss Adams-style--or not.

March 13, 2020 – 7:22 AM

Mark Tibergien sets up Ben Harrison to challenge Schwabitrade with a $150 million cut to Pershing's minimum and millions more to develop Veo-busting technology

The CEO suite hand-off in Jersey City pulls a trigger on a plan to bypass Fidelity's and eventually Schwab's custody units by luring disaffected RIAs.

March 11, 2020 – 7:58 AM

See more related moves

Mentioned in this article:

Moss Adams
Consulting Firm
Top Executive: Rebecca Pomering

Pershing Advisor Solutions
Asset Custodian
Top Executive: Mark Tibergien

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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