U.S. Trust advisor joins an RIA after surviving the firm's sale to Bank of America
Stacey Reinhart joins Emerson Investment Management to get back to basics
Author Bob Margolis August 24, 2010 at 5:48 AM
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Related Moves
DFA undergoes a sea change -- literally -- with a fancy yacht soirée, cigars and champagne as it attempts to sail away from its mutual fund image into the world of ETFs
Having just about staunched net outflows with its embrace of ETFs, DFA is embarking on a cultural shift as it tries to figure out how to sell more, even though it's less unique than it used to be.
March 13, 2024 at 1:46 AM
Mentioned in this article:
Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli
Diamond Consultants
Recruiter
Top Executive: Mindy Diamond