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Articles written by Hilary Johnson


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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

April 20, 2012 at 5:50 AM

Dan Moisand: They have the opportunity to stop it, or screw it up worse than they already have.

Fearful that the SEC has been overworked, lobbied and bullied into a SIFMA stupor, fiduciary crowd launches 16-page missile

Among other things, the letter calls SIFMA's idea of a uniform fiduciary standard a 'broker sales standard'

April 13, 2012 at 3:44 AM

Danny Sarch: It was a ballsy thing to do.

RIAs line up behind Greg Smith as Goldman Sachs reels from exec's New York Times op-ed grenade

The advisory community indulges in a bit of schadenfreude as a departing executive director slams the wirehouse culture

March 15, 2012 at 3:01 PM

Mike Harger: What we’re hearing is, 'We like your commitment to the marketplace.'

Fidelity reports 57% boost in 401(k) sales as it sets its sights on smaller plans and advisors

Heading downmarket, the Boston-based firm is trying to muscle in on boutique providers

February 29, 2012 at 5:00 AM

Marty Durbin: We said, ‘Never again do we want our motives called into question, and here’s how we’re going to do that.’

First Command's Marty Durbin retires -- well after his scandalized IBD went RIA to rehab its image

A third of of the Texas-based firm's reps had to leave but it now has $18 billion of AUM

December 2, 2010 at 5:48 AM

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