Articles tagged "Symmetry Partners"
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How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs
After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs
May 9, 2016 at 8:30 PM
Dan Seivert drops M&A data bombshell at his Dealmakers Summit to gasps
At his LA event, Dan Seivert revealed the thousands, yes, thousands of RIA deals going down this year despite limited activity from roll-ups
October 1, 2014 at 8:19 PM
10 of the most popular RIABiz stories from 2011 and why they struck a chord
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
January 9, 2012 at 4:55 AM
After IRS audits hit non-profits, RIAs are positioned to wrest a fortune in 403(b) assets from annuity companies
The money in motion may reach into the hundreds of billions, though gaining an entree has its frustrations
July 26, 2011 at 2:35 PM
Advisor Spotlight: Two small Dean Witter breakaways are now Symmetry, a big DFA TAMP
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
