Articles tagged "DFA"
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RIA Quick Takes: Orion deepens DFA embrace by using it as portfolio manager-inside-ETF ~ Hardship withdrawals surge at Vanguard and Fidelity ~ Schwab hires 400 ~ Fidelity flips six funds into ETFs ~ Kitces makes list before Christmas ~ Amit Dogra has $1 billion of good news from his new Portland gig
Americans are struggling, though jobs are plentiful; Larry Fink's ESG zeal costs BlackRock another client, just as the Vatican issues ESG guidance; UBS says we didn't like you anyway to mass affluent and Michael Kitces and Craig Iskowitz join forces.
December 3, 2022 at 3:16 AM
Five RIA Doubletakes: BlackRock AUM tops $10 trillion as active funds make comeback • Schwab has killer quarter and Wall Street sells its shares • DFA is now the largest active ETF manager • SEC flummoxes RIAs with "inaccurate" guidance • Fidelity pulls in $146 billion in workplace assets
After record AUM high, BlackRock chairman and CEO Larry Fink brushes off a milestone • SchwabSchwab hits records; Wall Street wants more • Mutual fund giant's ETF conversion yields bragging rights • Regulation Best Interest headaches unnecessary, despite SEC brouhaha, lawyers say • Workplace scheme wins big for Fidelity.
January 21, 2022 at 3:16 AM
Vanguard and DFA turn Dec. 17 into Black Friday sale by slashing fees on combined 67 funds -- including notable cut in ESG ETF to nine basis points
Two of the favorite RIA index fund suppliers put more coal in the stockings of competitors and showed the era of fee compression hasn't found bed rock, yet.
December 18, 2021 at 1:46 AM
Dimensional Fund Advisors rocks the mutual fund industry by undertaking mass conversion of its mutual funds to ETFs
The Austin, Tex., manager of $640 billion largely for RIAs went from diehard mutual fund holdout to top-11 ETF provider with the swipe of a pen, and analysts predict copycats will convert trillions of dollars of their own mutual fund assets.
July 9, 2021 at 1:04 AM
After adding an ex-iShares product chief to call the shots and -- oye -- lowering fees, Dimensional Fund Advisors humbly and belatedly charges into ETFs and should score $5 billion in two years, an analyst says
DFA nabbed Nicole Hunter's BlackRock ETF playbook and committed to ETF-level fees to show the industry it plans to play to win assets -- even if some come from within.
November 12, 2020 at 4:43 AM
Dimensional Fund Advisors finally launches ETFs, but as a 'defensive' measure as outflows mount, Morningstar says
The Austin, Texas, manager of $508 billion enters the exchange-traded fund market after advisor input reached critical decibel levels but also after its former CEO's ETF startup surpassed $1.5 billion in nine months
June 27, 2020 at 2:35 AM
Betterment (and RBC) rush to exploit a fissure that opened between Dimensional Fund Advisors and the asset custodians who serve its 3,000-plus RIAs
The New York City robo will initially roll out to a handful of $1-billion-plus DFA RIAs that seek an efficient means of handling smaller accounts; the rest is up to Betterment CEO Jon Stein to make happen
April 11, 2019 at 3:19 PM
BlackRock poaches a DFA big to head its efforts to get RIAs to use iShares and connect more to BlackRock itself
The $6T New York manager gets Michael Lane to instill community building, Dimensional Fund Advisors-style, but it won't get him to leave Austin
June 2, 2018 at 2:16 AM
The top 10 most-read RIABiz articles of 2017 told stories about what RIAs, brokers, vendors can get away with post-DOL rule
Change is abrupt, pain is severe but most of it can be traced to custodians and advisors taking their medicine preemptively
December 28, 2017 at 8:49 PM
Wealthfront calls its smart beta approach 'superior' to Dimensional Fund Advisors largely because DFA works with RIAs
The Redwood City-based robo-advisor's CIO Burton Malkiel says his firm's robo-approach to factor investing convinced him to reverse his stand on passive investing as unbeatable
November 17, 2017 at 2:21 AM
Months after being assigned a new co-CEO, Eduardo Repetto is out at Dimensional Fund Advisors
Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward
August 16, 2017 at 2:42 AM
Mark Matson's $7.6-billion DFA TAMP exits Schwab custody as it sets $100-billion AUM goal
With 'reset' mindset, Matson Money trains his advisors to meet with investors en masse following a Weight Watchers script
May 10, 2017 at 9:08 PM
Owner of $1.2 billion RIA dies in Palm Springs under mysterious circumstances after swirl of allegations
One client accused Jim Casey of using her assets, unbeknown, to fund ill-fated movie ventures and his Integrated Wealth Management is being sued for misappropriation and mishandling of pension funds and client assets
May 5, 2017 at 6:45 PM
In echo of DFA-RIA custody strife, Morgan Stanley nixes new Vanguard mutual fund account openings
As the idea of a fund shelf diminishes, the Malvern, Pa.-based firm's refusal to pay such fees earns cold shoulder from the top New York wirehouse
May 4, 2017 at 10:56 PM
DFA RIAs remain in turmoil as Schwab and Fidelity ponder matching TD Ameritrade pricing deal and a key couple of basis points
The Austin, Texas-based asset manager says its door is open for negotiation but the two big custodians in San Francisco and Boston remain mum as RIA CEOs are pressing for clarity
