Articles tagged "Dimensional Fund Advisors"
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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
August 5, 2013 at 2:14 AM
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.
September 11, 2012 at 3:15 AM
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
August 10, 2012 at 3:51 PM
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
July 30, 2012 at 4:12 AM
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
June 8, 2012 at 5:05 AM
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
One firm's odyssey to upgrade its rebalancing system with Tamarac
The process was not without pitfalls, but the longterm gains outweighed the pain
September 13, 2011 at 3:16 AM
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
July 15, 2011 at 2:19 PM
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
July 14, 2011 at 2:34 PM
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
May 27, 2011 at 2:32 PM
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
February 1, 2011 at 5:44 AM
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
December 28, 2010 at 2:20 PM
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
December 27, 2010 at 2:22 PM
'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
November 29, 2010 at 4:45 AM
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
