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Loring Ward tells a focus group to let loose on advisors -- and it does

A tony Monterey RIA event becomes blood sport as 15 private investors unleash frustration on professionals

Monday, June 11, 2012 – 3:00 AM by Brooke Southall
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Consumers on the panel identified most advisors as being suspect communicators.

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

Avantis Investors rakes in another top-tier PIMCO talent who can do a very un-asset managerial task --talk to RIAs directly

Ex-DFA co-CEO Eduardo Repetto gets Hozef Arif to fill another key seat at the 60-person suite in Little Tokyo (LA) after he checks all the boxes

July 25, 2020 – 1:20 AM


Mentioned in this article:

Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts




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