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Articles tagged "Dimensional Fund Advisors"


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Mark Matson: You have to communicate with clients every single day. The technology of social media affords you the ability to do that.

Advisor Spotlight: Mark Matson on his $2.7 billion investment coaching business

The flamboyant personality has sold 400 advisors on his approach, which includes coaching and a passive investment strategy

October 13, 2010 at 4:24 AM

Adam Birenbaum: We’re going to build and scale so we can truly compete against the largest of the wirehouses

Giant DFA customer puts young CEO in charge to execute ambitious national plan

Adam Birenbaum makes $100 billion of AUM a goal for Buckingham Family of Financial Services

October 6, 2010 at 5:07 AM

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

September 13, 2010 at 4:43 AM

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'

September 13, 2010 at 4:42 AM

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