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After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs
At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups
Buys, goodbyes, advisors saying 'i' do, an escalating tech arms race and Sallie Krawcheck's ups and downs were just some of the topics that piqued your interest in 2011
The money in motion may reach into the hundreds of billions, though gaining an entree has its frustrations
David Connelly and Patrick Sweeny grew to $6.5 billion of assets largely as an exclusive DFA shop but recent added Vanguard, BlackRock and State Street ETFs
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