Articles tagged "DFA"
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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 at 10:56 PM
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 at 9:32 PM
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 at 6:33 PM
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 at 5:54 PM
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 at 8:30 PM
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 at 11:40 PM
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 at 4:33 PM
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 at 4:45 PM
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 at 7:07 PM
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 at 1:05 PM
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 at 3:48 AM
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 at 9:11 PM
Under the bankruptcy gun, Invest N Retire will sell its patented 401(k) technology to the highest bidder
The firm's patented technology received a surge of interest after Schwab pulled the trigger on a plan utilizing ETFs, Darwin Abrahamson says
February 20, 2014 at 3:41 AM
Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on
Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up
January 3, 2014 at 7:00 PM
Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture
The departures mark some big changes at IN away from consulting to advisors
