Jan 3, 2014
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
Tag
DFA
51 articles
Articles tagged "DFA"
Page 3 of 4Jan 16, 2013
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
Jan 7, 2013
Could inStream be the Next Big Thing in RIA technology?
Alex Murguia is assembling a minor Dream Team of RIA execs including Zohar Swaine, but the revenue model is causing some consternation
Nov 6, 2012
Braving setbacks, FinFolio wins a $1.6 billion RIA and dark-horses its way on to the software track
Index Fund Advisors carefully vetted Tamarac, Orion and Black Diamond for a year but gambled on the newer, smaller vendor -- with the veteran quarterback, Matt Abar
Sep 4, 2012
A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software
Aug 10, 2012
Why making partner at Deloitte Touche helped convince a CPA to join a $2 billion DFA RIA 2,300 miles away
After Michael Brown earned CPA nirvana he realized what he really wanted to do -- become an IA
Jun 13, 2012
Eduardo Repetto tips Dimensional Fund Advisors' hand on long-term succession -- which likely involves an IPO
DFA's co-CEO says that any IPO talk is purely precautionary but that the board has vetted the possibility thoroughly -- and largely ruled out the possibility of a merger
Jun 11, 2012
Loring Ward tells a focus group to let loose on advisors -- and it does
A tony Monterey RIA event becomes blood sport as 15 private investors unleash frustration on professionals
May 9, 2012
DFA engages former Moss Adams analyst as it pilots its intel deeper into RIA space
The Austin, Texas-based firm is bringing on Jeff Pierce as part of its initiative to build its own in-house research arm
May 8, 2012
With help from Envestnet and a former Genworth technology whiz, Loring Ward is revamping its TAMP platform
The San Jose firm is counting on competitors and former talent of competitors to make sure it spends its millions efficiently
May 1, 2011
Dimensional Fund Advisors gins up its first conference dedicated to the 401(k) market
The Austin, Texas-based fund company sees growth in retirement plan assets from big customers
Feb 1, 2011
Mark Matson: Stand up to clients or else
With dysfunctional behavior in his sites, the big advisor will go 24 hours straight if necessary in webcast marathon
Jan 19, 2011
After two years of defying the odds, Gordon Murray, co-author of The Investment Answer, dies of cancer
The DFA acoloyte helped take his book from idea to publishing phenomenon in six months
Jan 17, 2011
What advisors care about: technology, hiring, Schwab's lawsuit against a broker hit top RIABiz stories this month
A new platform for alternative assets, plus the regulatory moves expected this year also make the list
Dec 29, 2010
The next 20 top stories and what they say about where the RIA business is headed
Big companies, big innovators, exclusive conferences and the 401(k) market riveted advisor attention