Articles tagged "DFA"


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Months after being assigned a new co-CEO, Eduardo Repetto is out at Dimensional Fund Advisors

Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward

August 16, 2017 — 2:42 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

Owner of $1.2 billion RIA dies in Palm Springs under mysterious circumstances after swirl of allegations

One client accused Jim Casey of using her assets, unbeknown, to fund ill-fated movie ventures and his Integrated Wealth Management is being sued for misappropriation and mishandling of pension funds and client assets

May 5, 2017 — 6:45 PM UTC

In echo of DFA-RIA custody strife, Morgan Stanley nixes new Vanguard mutual fund account openings

As the idea of a fund shelf diminishes, the Malvern, Pa.-based firm's refusal to pay such fees earns cold shoulder from the top New York wirehouse

May 4, 2017 — 10:56 PM UTC

DFA RIAs remain in turmoil as Schwab and Fidelity ponder matching TD Ameritrade pricing deal and a key couple of basis points

The Austin, Texas-based asset manager says its door is open for negotiation but the two big custodians in San Francisco and Boston remain mum as RIA CEOs are pressing for clarity

May 2, 2017 — 9:32 PM UTC

DFA and TD Ameritrade strike 'strategic' deal with potential to shift RIA custody power axis

Tension in the three-way relationship between Fidelity, Dimensional Fund Advisors and the RIAs who use both vendors creates opening for Tim Hockey

April 24, 2017 — 6:33 PM UTC

The 10 RIABiz stories advisors connected with most deeply in 2016 and how hubris and humility ran amok in this didn't-see-it-coming year

How did Aequitas swamp CONCERT? Power outages at LPL, Cetera and Wealthfront? Adolescent robo problems? And was that Tony Robbins hawking his money book ... again?

December 28, 2016 — 5:54 PM UTC

How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs

After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs

May 9, 2016 — 8:30 PM UTC

How John Hancock's DFA ETF deal is really the culmination of an old and effective Manulife strategy

Andrew Arnott can boast 17 straight quarters of net inflows that leave him with $80 billion, up from a 2008 nadir of $19 billion

March 9, 2016 — 11:40 PM UTC

Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?

The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication

October 16, 2015 — 4:33 PM UTC

How DFA is putting its John Hancock on the ETFs category

The deep-in-Texas manager is lending index help to the Boston giant but dodging cannibalization and channel conflict

July 15, 2015 — 4:45 PM UTC

AMG is suddenly among the RIA roll-up elite after the Baker Street deal pushes it past $25-billion of AUM

After adding the $5.2-billion San Francisco firm, John Copeland's Florida-based skunkworks is smelling sweet

February 5, 2015 — 7:07 PM UTC

Zero Alpha Group fraternity adds a sister to its elite $14-billion DFA RIA club

The esteemed study contingent tapped Trisa Summers, an elementary school teacher by training who now leads a $1.7-billion RIA

October 22, 2014 — 1:05 PM UTC

How a Chicago RIA of PWC origin jumped to $1 billion by lacing its DFA approach with alternative assets

Playing on its base, Chicago Partners just hired a Guggenheim portfolio manager to oversee its first proprietary alt fund to woo ultra-HNW families

August 4, 2014 — 3:48 AM UTC

Dimensional Fund Advisors gives its globe-trotting co-CEO some relief by elevating another literal rocket scientist

The Austin-based firm is putting more CEO duties on Eduardo Repetto, and letting Gerard O'Reilly do the heavy CIO lifting

April 11, 2014 — 9:11 PM UTC