People Moves Related to "Report: 'Brother-in-law' dabblers are giving 401(k) ground slowly to specialists in $1.3 trillion market "
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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
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.
March 13, 2024 at 1:46 AM
Independent Financial Partners makes anchor poach from Cambridge Investment Research to solidify compliance after losing LPL backstop
No longer an OSJ, Tampa-based IFP secures Melissa Loner as its chief compliance officer
