Articles tagged "DFA"
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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
January 7, 2013 at 4:20 AM
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
November 6, 2012 at 5:56 PM
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
September 4, 2012 at 4:11 AM
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
August 10, 2012 at 3:51 PM
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
June 13, 2012 at 4:24 AM
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
June 11, 2012 at 3:00 AM
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 9, 2012 at 4:37 PM
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 8, 2012 at 3:27 AM
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
May 1, 2011 at 12:00 AM
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
February 1, 2011 at 5:44 AM
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
January 19, 2011 at 2:46 PM
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
January 17, 2011 at 4:18 PM
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
December 29, 2010 at 2:45 PM
Two DFA advisors win big book contract after 'Dying banker' article in NYTimes
Success continues to come, rapid-fire, and Dan Goldie gets help in his practice
December 28, 2010 at 2:20 PM
'Dying banker's last instructions' article in New York Times sends book sales soaring for two DFA advisors/authors
When Gordon Murray was given six months to live, he and Dan Goldie set to work
