Person

Mark Matson

6 articles

Articles tagged "Mark Matson"

Mark Matson: They've gone from smart beta is stupid to we're the ones that can pull it off. It's hypocritical at best and they're applying it completely wrong.

Nov 17, 2017

Wealthfront calls its smart beta approach 'superior' to Dimensional Fund Advisors largely because DFA works with RIAs

The Redwood City-based robo-advisor's CIO Burton Malkiel says his firm's robo-approach to factor investing convinced him to reverse his stand on passive investing as unbeatable

Mark Matson: Our values and Schwab's values are different.

May 10, 2017

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

Mitt Romney (l.) and Mark Matson (r.) share a moment in front of Mitt's campaign jet.

Oct 1, 2012

A $3.4-billion DFA RIA sends his social media presence sky high with a 'Yep, I Built That' strategy

'Street cred' may attract like-minded clients but Mark Matson is also taking a calculated risk with his staunch political stance

Mark Matson: It has the opportunity to be a very controversial show.

Jan 30, 2012

RIA/advisor coach Mark Matson invests half a million in a public television special

Matson is using the TV show, his book and personal appearances to spread his investment-strategy gospel

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

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

Mark Matson: You have to communicate with clients every single day. The technology of social media affords you the ability to do that.

Oct 13, 2010

Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business

The flamboyant personality has sold 400 advisors on his approach, which includes coaching and a passive investment strategy

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Mark Matson

Articles tagged "Mark Matson"

Wealthfront calls its smart beta approach 'superior' to Dimensional Fund Advisors largely because DFA works with RIAs

Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal

A $3.4-billion DFA RIA sends his social media presence sky high with a 'Yep, I Built That' strategy

RIA/advisor coach Mark Matson invests half a million in a public television special

Mark Matson: Stand up to clients or else

Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business

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