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Flat-fee annuity for RIAs adds more investment choices
DFA and Midland National are working with RetireOne on its contingent deferred annuity, which launched last October.
AllianceBernstein makes late push into ETFs
AB plans to launch active ETFs in the U.S. later this year, and it has recruited Noel Archard from State Street to head the effort.
Mutual fund-to-ETF bonanza may be getting started
An executive at Citi, which acted as transfer agent for the conversion of four Dimensional Fund Advisors mutual funds into ETFs this week, expects many more such switches.
David Booth of DFA is taking a value victory lap
The co-founder of the quant giant is in fighting spirits after the strategy of buying cheap equities notched its best quarterly outperformance in 20 years.
Debut ETF issuers hit record this year
New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year
DFA plans $20 billion dive into ETF market
In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds
Coming soon: Dimensional Fund Advisors ETFs
For the first time, individual investors will have direct access to coveted DFA strategies
For investors in green mutual funds, performance is ‘a wash’
An analysis suggests there's no long-term advantage to picking sustainable funds over those without a sustainable focus, or vice versa
American Century taps DFA vets for new factor-based business
Avantis Investors has an independent look, but has plenty of support from American Century
Betterment adds Dimensional Fund Advisors to its adviser robo
Advisers will still need to get DFA's approval to access its mutual funds.
Vanguard, Fidelity, Pimco are top three fund firms among RIAs
DFA rises to fourth most-popular from sixth place in 2016.
Invest Forward launches white-label robo for advisers
Startup uses Folio Institutional as custodian and supports investments from Dimensional Fund Advisors.
Eduardo Repetto to leave Dimensional Fund Advisors
Gerald O'Reilly, currently co-CIO, will take over as co-CEO with David Butler.
Dimensional Fund Advisors’ David Booth on competition, the DOL fiduciary rule and his company’s future
The executive chairman discusses how the firm plans to maintain its bond with its legion of astonishingly loyal investment advisers.
Advisers OK with David Booth stepping down as co-CEO of Dimensional Fund Advisors
Joe Duran says move is "an important transition," comparing founder David Booth to other icons in the financial services industry such as Vanguard's John Bogle.
Dimensional Fund Advisors’ David Booth replaced by Dave Butler as co-CEO
Dave Butler was appointed co-CEO at Dimensional Fund Advisors, replacing David Booth, the firm's founder, who will remain executive chairman, the company announced Wednesday.
Vanguard’s market share keeps growing
Only Vanguard and Dimensional Fund Advisors saw net inflows in November.
BlackRock starts off subdued earnings season for fund companies
For decades, you would have been better off buying the stocks of companies that manage mutual funds than…
DFA breaks into target date fund market with unique investment approach
Manager is hoping to garner assets in a crowded market through a strategy targeting the stability of investors' retirement income stream.
Dimensional Fund Advisors posts 77th consecutive month of positive sales
Firm, a favorite of advisers, keeps clients invested despite market swings.
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