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People Moves Related to "Cerulli report: Specialized RIAs likely to win middle-market 401(k) plan battle"


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DFA undergoes a sea change -- literally -- with a fancy yacht soirée, cigars and champagne as it attempts to sail away from its mutual fund image into the world of ETFs

Mar 13, 2024

Having just about staunched net outflows with its embrace of ETFs, DFA is embarking on a cultural shift as it tries to figure out how to sell more, even though it's less unique than it used to be.


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