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Articles tagged "Dimensional Fund Advisors"


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

Friday 5.30.14
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

Thursday 12.5.13
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

Tuesday 8.20.13
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

Monday 8.5.13
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.

Tuesday 9.11.12
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

Friday 8.10.12
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

Monday 7.30.12
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

Friday 6.8.12
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

Friday 4.20.12
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

Tuesday 9.13.11
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

Friday 7.15.11
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

Thursday 7.14.11
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

Friday 5.27.11
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

Tuesday 2.1.11
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

Tuesday 12.28.10
RIAs happily got to the nuts and bolts issues of building their practices and a better industry in 2010

The top 20 RIABiz articles in 2010 and why they were so important to readers
Schwab, Fidelity, DFA, LPL, Envestnet and the 401(k) market dominated the headlines this year

Monday 12.27.10
Dan Goldie [on left]:I knew I would get Gordon Murray [on right] hooked.

'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

Monday 11.29.10
Mike Henkel: We looked at [traditional hedge funds and LPs] and said: It just doesn’t make a lot of sense.

Genworth, SEI and Envestnet make alternative investments moves amid 'huge interest'
The big TAMPs are reacting to advisor demands as hedge fund assets swell to near record levels

Thursday 10.21.10
Mark Matson: You have to communicate with clients every single day. The technology of social media affords you the ability to do that.

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

Wednesday 10.13.10
Adam Birenbaum: We’re going to build and scale so we can truly compete against the largest of the wirehouses

Giant DFA customer puts young CEO in charge to execute ambitious national plan
Adam Birenbaum makes $100 billion of AUM a goal for Buckingham Family of Financial Services

Wednesday 10.6.10
Mike Lane: It’s really been our choice. We choose 14% of the advisors who contact us.

Dimensional Fund Advisors still has low RIA acceptance rate and stunning growth
The Santa Monica-based fund company is certain as ever of its mission -- and even more successful

Monday 9.13.10
Jefferson National's Laurence Greenberg: It’s something that we’ve wanted to do for a long time

With tax deferral at a rising premium, DFA forms a deal with an annuity company focused on RIAs
Jefferson National calls the deal with Dimensional Fund Advisors a 'home run'

Monday 9.13.10

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