Cerulli report: Specialized RIAs likely to win middle-market 401(k) plan battle
Gold-standard study shows fee-only adviser poised to take over
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
Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli
Sheridan Road Financial
Consulting Firm
Top Executive: Jim O'Shaughnessy