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Articles tagged "Dimensional Fund Advisors"


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David Butler: We don't talk much about the performance of funds. We talk a lot more about the theory of the investment process.

Cogent rates the top fund wholesalers to RIAs, and all advisors, and the 'sales' units at DFA, PIMCO, BlackRock and Franklin Templeton stand out

Dimensional Fund Advisors and PIMCO deliver some inside scoop without the sales dance to lead the sales-to-RIA pack in gaining netry to inner sanctums

May 30, 2014 at 4:32 PM

Jim Lowell: The big news here is that Fidelity and Vanguard still can't seem to figure out a way to play nice in our multi-trillion dollar sandbox.

Fidelity Investments soon to jack up commissions on DFA and Vanguard Group mutual fund trades

At the same time, the Boston giant slashes commissions on 99% of the other mutual funds and, analysts say, may have declared war on Vanguard and Schwab in one move

December 5, 2013 at 8:18 PM

Robert Clarfeld: It's a minority investment with revenues-sharing and they have no control over expenses.

AMG delves deeper into the RIA business with second deal -- of $4-billion player in NY

Its purchase of a stake in Clarfeld Financial Advisors, Barron's No. 3, shows the Veritable deal was, indeed, a warm up

August 20, 2013 at 3:18 AM

Dave Butler: 'Aha' moments don't usually come at convenient times.

A veteran DFA exec tells what enduring RIA success is made of -- and why the next-gen advisors will not disappoint

Dave Butler's front row seat on dozens of highly effective firms allows him to look past the surface to see what runs deep

August 5, 2013 at 2:14 AM

Joe Goldberg: [A Facebook employee] told me, 'I've met with Goldman, Merrill and Morgan and no one has given me a reason to pay them a dime.'

Why sudden wealth at Facebook is gushing into a $17-billion RIA and triggered a merger of two DFA giants

Buckingham Asset Management won a single Facebook employee and now it's all hands on deck as eight teams see prospects -- often til 2 a.m.

September 11, 2012 at 3:15 AM

Michael Brown: When you hit those milestones, it causes you to reflect.

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

Ken Weber says he knows Fidelity funds better than the company's reps.

How two RIAs succeed by using only Fidelity funds -- but not without weathering criticism about closing their own architecture

The heads of Weber Asset Management are unfazed by peers and analysts who says they are taking brand loyalty too far

July 30, 2012 at 4:12 AM

Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes

June 8, 2012 at 5:05 AM

David Booth:  If we can convince the advisor that what we're doing makes sense, then they can translate that to the individual.

DFA takes on life cycle funds by putting an alternative offering in the hands of 401(k)-minded advisors

Managed DC is the first in a series of such products, hints David Booth, but a critic says the premise on which they're built is all wrong

April 20, 2012 at 5:50 AM

Gerald Gasber: Because Tamarac Advisor integrates seamlessly with our PortfolioCenter database, we have significantly reduced data entry time and substantially reduced the potential for error in client accounts.

One firm's odyssey to upgrade its rebalancing system with Tamarac

The process was not without pitfalls, but the longterm gains outweighed the pain

September 13, 2011 at 3:16 AM

David Wray: We are putting real money away.

DFA and RIAs unite over post-meltdown 401(k) opportunity at Chicago event

The baked-in-cake dollar cost averaging of the defined contribution system allowed it to survive massive 2008 stress test

July 15, 2011 at 2:19 PM

David Booth: We work so hard it's a shame to call us passive.

Dimensional Fund Advisors tells RIAs it's getting active in its quest for 401(k) assets

DFA says this new plan will complement, not compete with, the services an advisor offers

July 14, 2011 at 2:34 PM

Vinton Fountain had to go to Dimensional Fund Advisors for training before he could complete the acquisition of Langer's practice.

How a solo RIA sold his 20-year DFA-based practice to an IBD rep

Ready to call it quits but with no plan, Peter Langer found an unlikely white knight

May 27, 2011 at 2:32 PM

Mark Matson: Nobody could foresee in their psyche what it would be like to see their clients panic.

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

Dan Goldie (on left): This is why we did all the work. (Gordon Murray is seated on the right.)

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

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