Articles tagged "Mark Matson"


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Wealthfront calls its smart beta approach 'superior' to Dimensional Fund Advisors largely because DFA works with RIAs

The Redwood City-based robo-advisor's CIO Burton Malkiel says his firm's robo-approach to factor investing convinced him to reverse his stand on passive investing as unbeatable

November 17, 2017 — 2:21 AM UTC

Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal

With 'reset' mindset, Matson Money trains his advisors to meet with investors en masse following a Weight Watchers script

May 10, 2017 — 9:08 PM UTC

A $3.4-billion DFA RIA sends his social media presence sky high with a 'Yep, I Built That' strategy

'Street cred' may attract like-minded clients but Mark Matson is also taking a calculated risk with his staunch political stance

October 1, 2012 — 4:32 AM UTC

RIA/advisor coach Mark Matson invests half a million in a public television special

Matson is using the TV show, his book and personal appearances to spread his investment-strategy gospel

January 30, 2012 — 6:59 PM UTC

Mark Matson: Stand up to clients or else

With dysfunctional behavior in his sites, the big advisor will go 24 hours straight if necessary in webcast marathon

February 1, 2011 — 5:44 AM UTC

Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business

The flamboyant personality has sold 400 advisors on his approach, which includes coaching and a passive investment strategy

October 13, 2010 — 4:24 AM UTC
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