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Articles tagged "DFA"


Jim Hagedorn: We went from $350 million to $1 billion in seven years and most of that wasn't the market. It was mostly new clients.

How a Chicago RIA of PWC origin jumped to $1 billion by lacing its DFA approach with alternative assets
Playing on its base, Chicago Partners just hired a Guggenheim portfolio manager to oversee its first proprietary alt fund to woo ultra-HNW families

Monday 8.4.14
Eduardo Repetto: He is an excellent person to take on this critical role.

Dimensional Fund Advisors gives its globe-trotting co-CEO some relief by elevating another literal rocket scientist
The Austin-based firm is putting more CEO duties on Eduardo Repetto, and letting Gerard O'Reilly do the heavy CIO lifting

Friday 4.11.14
Al Berkeley: I definitely would not have demanded payment if he had not told me someone else had [filed a demand].

Under the bankruptcy gun, Invest N Retire will sell its patented 401(k) technology to the highest bidder
The firm's patented technology received a surge of interest after Schwab pulled the trigger on a plan utilizing ETFs, Darwin Abrahamson says

Thursday 2.20.14
Christopher Van Slyke: It's not black and white or we'd all use the cheapest custodian.

Fidelity loses some RIA assets over its new DFA/Vanguard fees but other RIAs crunch the numbers and soldier on
Some advisors reason transaction hikes are actually cheaper than hidden costs of other mutual funds -- others are just fed up

Friday 1.3.14
Kelli Cruz: There's a lot of: What am I going to be when I grow up?

Kelli Cruz and Jennifer Specter leave consulting unit at InvestmentNews for new 'come-to-Jesus' venture
The departures mark some big changes at IN away from consulting to advisors

Wednesday 1.16.13
Zohar Swaine: InStream does not intend to limit an advisor's choice of which financial provider to use -- this key point may have been misreported or not understood by others.

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

Monday 1.7.13
Eddie Wong: It's been quite an adventure with FinFolio -- a good one.

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

Tuesday 11.6.12
Roger Hewins: We could end up with thousands of small clients.

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

Tuesday 9.4.12
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
Eduardo Repetto: It will happen some day.

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

Wednesday 6.13.12
Consumers on the panel identified most advisors as being suspect communicators.

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

Monday 6.11.12
Dave Butler: If there’s a $50 million advisor, they might want to know something from a $500 million advisor.

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

Wednesday 5.9.12
Alex Potts: It's the biggest investment we've ever taken on.

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

Tuesday 5.8.12
Dave Butler: The strategy light went off.

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

Sunday 5.1.11
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
Gordon Murray used his final months of life to advocate on behalf of investors -- and got huge global attention.

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

Wednesday 1.19.11
The Top 10 on RIABiz last month included a story about Charles Goldman.

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

Monday 1.17.11
Mark Hurley touched a nerve in 2010 by questioning the enterprise value of RIA practices.

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

Wednesday 12.29.10
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
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 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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