Articles tagged "Loring Ward"
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DFA reaches out to small RIAs as it's set to enter the TAMP business by including 1,500 third-party funds starting July 7
Dimensional Fund Advisors has traditionally targeted big RIAs and TAMPs but growth rate and margins have shrunk and this in-house TAMP play could help address both
June 28, 2024 at 4:28 AM
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
Rudy Adolf's Buckingham meal ticket looks golden after the $35-billion RIA/TAMP absorbs Dan Goldie's $1 billion Loring Ward book and margins leap from 25 basis points to more like 70
The New York-based roll-up's gain is offshoot of Loring Ward deal where Goldie is the biggest client but was too big to buy until Focus capital could be tapped
March 9, 2019 at 3:28 AM
SEI targets the 60% of its book that are planning virgins with Advizr's 'lite' planning software -- an MRI on held-away assets and way to boost SEI products sales
The Oaks, Pa.-based TAMP plans is to lure reps with the 'nibbling' software maker it part owns with a buy-one-get-one-free coaching and planning deal
December 5, 2018 at 11:03 PM
Unseen factors drove the BAM, Loring Ward $50B merger; 18-month warming, light Focus Financial touch, led to reverse merger in spirit and birth, CEOs reveal in exclusive interviews
Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients
October 12, 2018 at 6:12 PM
Focus Financial buys $17 billion DFA TAMP for $235 million through its $3.6 billion DFA TAMP
The RIA roll-up adds Loring Ward to BAM with 50% cash down and the rest with Focus common shares
September 28, 2018 at 2:44 AM
BlackRock poaches a DFA big to head its efforts to get RIAs to use iShares and connect more to BlackRock itself
The $6T New York manager gets Michael Lane to instill community building, Dimensional Fund Advisors-style, but it won't get him to leave Austin
June 2, 2018 at 2:16 AM
Orion buys $10-billion TAMP to take on Envestnet and AssetMark head-on for mega-accounts
Omaha, Neb.-based NorthStar division is buying FTJ Fundchoice to launch Orion Enterprise after painful losses in bidding for business with large RIAs and IBDs
April 11, 2018 at 2:03 PM
Buckingham becomes KKR-fueled, check-listed M&A 'machine' that now feeds on BAM TAMP clients
The Focus Financial-owned DFA RIA faces hazards of going '100 miles per hour' but Buckingham CEO Adam Birenbaum has no fear
March 2, 2018 at 9:28 PM
Vanguard Group gets under RIAs' skin by launching ETFs supposedly aimed at helping them
Joe Duran says debut of up-priced, factor-based ETFs paves the way for fatter Vanguard RIA margins and broader U.S. wealth-management market share
February 22, 2018 at 3:55 AM
Months after being assigned a new co-CEO, Eduardo Repetto is out at Dimensional Fund Advisors
Gerard O'Reilly, a quiet superstar at the Austin firm, gets heaps of praise from DFA's chairman for moving its investing process forward
August 16, 2017 at 2:42 AM
As Dimensional Fund Advisors' AUM nears half-a-trillion, David Booth yields his co-CEO duties to David Butler
Booth retains chairman role and Butler, long head of the advisor business, will serve alongside Eduardo Repetto as co-CEO as DFA hits $460 billion of managed assets
February 23, 2017 at 1:10 AM
Tiburon CEO Summit goes high as talk turns to FANG factor on days one and two
The once-dismissed prospect that Facebook, Amazon and Google could enter wealth management was back on the front burner as advice business chiefs gathered and Google contributed to a panel
October 12, 2016 at 10:44 PM
How an ex-DFA exec created a $1.2 billion TAMP in three years and why he's phasing out DFA funds for factor ETFs
After calling on DFA TAMPs like Loring Ward and Symmetry, the owner of Efficient Advisors saw an opening and a way to shave costs
May 9, 2016 at 8:30 PM
Why mini-TAMP EQIS just got a maxi private equity infusion after judicious scavenging of Curian
Long Ridge Equity Partners looked once, then came back 18 months later and invested $15 million in a TAMP that shuns mutual funds, allows $25,000 investments and professes to deliver on selling the Yale endowment model in a box
