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39 articles
The $36-billion AUM Palo Alto robo-advisor published a Bogle-level passive investing defense, after dissolving much maligned 'Risk Parity' fund, ahead of Vlad Tenev's entry into game.
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.
The $540-billion AUM Austin, Texas factor-fund factory dropped $30 billion or so in AUM since August -- enough to make any manager launch a second real estate ETF in 2022
Thousands of clients may be getting lost in the shuffle in the face of strong inorganic RIA growth -- an obscure problem until federal regulators gave Regal Investment Advisors the royal treatment, in part, for charging full fees and failing to disclose reduced service.
The $800-million acquisition follows the New York investment bank's March purchase of S&P's model portfolio business, $33-billion of assets managed largely for RIAs
The New York-based roll-up's gain is offshoot of Loring Ward deal where Goldie is the biggest client but was too big to buy until Focus capital could be tapped
Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients
The $6T New York manager gets Michael Lane to instill community building, Dimensional Fund Advisors-style, but it won't get him to leave Austin
Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs
The Focus Financial-owned DFA RIA faces hazards of going '100 miles per hour' but Buckingham CEO Adam Birenbaum has no fear
Joe Duran says debut of up-priced, factor-based ETFs paves the way for fatter Vanguard RIA margins and broader U.S. wealth-management market share
Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward
Wild boar, spinner dolphins and Portuguese men o' war looked on as we essayed Hawaii's Kalalau Trail, finding out firsthand why it's called the 10th-most dangerous hike in America
Booth retains chairman role and Butler, long head of the advisor business, will serve alongside Eduardo Repetto as co-CEO as DFA hits $460 billion of managed assets
The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel
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