Dimensional Fund Advisors

Choreo Bolsters Organic Growth Strategy with Appointment of Four Senior Leaders

Retrieved on: 
Wednesday, April 3, 2024
Partnership, Dimensional Fund Advisors, Communications officer, Business development, Acquisition, Senior, Fidelity Investments, Region, Investment, CPA, Management

CHICAGO, April 3, 2024 /PRNewswire/ -- Choreo, LLC ("Choreo" or "the firm") announced today that it has bolstered its leadership team, naming four professionals to new senior leadership roles across the firm. Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.  

Key Points: 
  • Collectively, the appointments reflect Choreo's ongoing expansion and will boost the firm's ability to drive meaningful organic growth, augment support of strategic CPA partnerships and elevate the client service model.
  • "Over the past two years, we have laid the foundation for our ambitious growth strategy, which is rooted in making Choreo the preferred partner for advisors working at the intersection of tax and financial planning," said Larry Miles, CEO of Choreo.
  • The new senior leader appointments are:
    Jim Waller, Regional Vice President, Business Development, Mid-Atlantic: Waller will support advisors in Maryland, Virginia, Philadelphia and New York.
  • He joined Choreo as part of its acquisition of BDO Wealth Advisors, which was announced in November 2023.

Mercer Advisors Adds Five RIA Industry Veterans to Accelerate Inorganic Growth Strategies

Retrieved on: 
Tuesday, February 13, 2024
Investment, Marketing, Wealth management, Carl Orff, RIA, Fidelity Investments, Culture, Tennis, TDA, TD Ameritrade, DFA, Business development, LPL Financial, RBC, Partner, Dimensional Fund Advisors, M&A, VPS, Region, ATP, Piper Sandler Companies, RIAS, Knowledge, LPL, SS&C Advent, Financial adviser

DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.

Key Points: 
  • DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.
  • Enhancing Mercer Advisor's M&A Partner Development Team are veteran relationship managers with extensive experience working directly with RIAs.
  • They are passionate about advisor success and understand the highly nuanced RIA space," said Dave Welling, CEO of Mercer Advisors.
  • Jeff Dadamo joins Mercer Advisors from Dimensional Fund Advisors, where he held various roles as an investment strategist and financial advisor services analyst.

John Hancock Investment Management Files Initial Registration Statement for New High Yield ETF Subadvised by Marathon Asset Management

Retrieved on: 
Thursday, February 1, 2024
Partnership, Security (finance), NOT, BANK, Research, FDIC, Moody's Investors Service, NRSRO, Exercise, Marathon Asset Management, Prospectus, Dimensional Fund Advisors, Investment, S&P, ETF, NAV, Communication, Risk, Sale, Lovell Minnick Partners

The new ETF will be subadvised by Marathon Asset Management LP and is subject to all applicable regulatory approvals.

Key Points: 
  • The new ETF will be subadvised by Marathon Asset Management LP and is subject to all applicable regulatory approvals.
  • The ETF will be managed by Louis Hanover, Chief Investment Officer, and Michael Schlembach, Managing Director and Senior Portfolio Manager, Marathon Asset Management.
  • "We are excited to expand Marathon's partnership with John Hancock Investment Management by bringing our US high yield strategy to a broad range of investors with JHHY," said Bruce Richards, CEO and Chairman of Marathon Asset Management.
  • Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Manulife Investment Management (US) LLC, Boston Partners, Dimensional Fund Advisors LP, or Marathon Asset Management.

OneAdvisory Rebrands as Dispatch, Closes $8 Million Seed Funding Round

Retrieved on: 
Thursday, January 11, 2024
Data Analytics, Data Management, Professional Services, Technology, Fintech, RIA, LP, Data management, CRMS, Connective tissue, RIAS, Morgan Stanley, Dimensional Fund Advisors, Organization, Engineering, Uber, Cryptocurrency

OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million in seed funding.

Key Points: 
  • OneAdvisory, the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs), today announced that it has raised $8 million in seed funding.
  • The round was led by global venture capital firm F-Prime Capital , with participation from existing investors Fika Ventures , Great Oaks and Twelve Below .
  • The capital raise comes at a formative time for the company as it rebrands from OneAdvisory to Dispatch .
  • Co-founders Madalyn Armijo , Rafi Lurie and Rob Nance refreshed the brand to better align with the company's expertise.

John Hancock Investment Management Launches New Active International Equity ETF Subadvised by Boston Partners

Retrieved on: 
Wednesday, December 20, 2023
NAV, Exercise, Philosophy, BANK, Sale, FDIC, Rotation, NOT, Lovell Minnick Partners, ETF, United, Dimensional Fund Advisors, Investment, Growth, Prospectus, CFA, Security (finance)

BOSTON, Dec. 20, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch John Hancock Disciplined Value International Select ETF (NYSE Arca: JDVI).

Key Points: 
  • BOSTON, Dec. 20, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch John Hancock Disciplined Value International Select ETF (NYSE Arca: JDVI).
  • "We are excited to launch a new active international equity ETF with one of our long-term subadvisors who is familiar to our financial professionals and their clients," said Kristie Feinberg, Head of U.S. and Europe, Manulife Investment Management, and President and Chief Executive Officer, John Hancock Investment Management.
  • John Hancock Investment Management's ETF suite now totals 13 funds with over $5 billion in assets under management as of 9/30/2023, including preferred income, mortgage-back securities, corporate bond, municipal bond, U.S. and international equity portfolios.
  • Foreside is not affiliated with John Hancock Investment Management Distributors LLC, Manulife Investment Management (US) LLC, Boston Partners, or Dimensional Fund Advisors LP.

Dimensional Fund Advisors Extends Transfer Agent Relationship with SS&C

Retrieved on: 
Wednesday, November 15, 2023
DFA, Dimension, GIDS, Growth, Dimensional Fund Advisors, SS&C

"We value our ongoing relationship with SS&C as a high-quality transfer agent," said David Kavanaugh, Global Head of Investment Operations.

Key Points: 
  • "We value our ongoing relationship with SS&C as a high-quality transfer agent," said David Kavanaugh, Global Head of Investment Operations.
  • With the distinction of being the globe's largest transfer agent, SS&C GIDS offers a comprehensive suite of investor services.
  • "We are honored to expand our valued relationship with Dimensional Fund Advisors," said Nicole Greene, head of SS&C GIDS, U.S. "At SS&C GIDS, we are unwavering in our commitment to pioneer state-of-the-art solutions and set unparalleled service benchmarks.
  • We look forward to working with Dimensional Fund Advisors to support their growth in the U.S. and globally."

John Hancock Investment Management Expands ETF Lineup

Retrieved on: 
Thursday, November 2, 2023
Sale, FDIC, US, BANK, ETF, Research, Investment, Exercise, United, NOT, Lovell Minnick Partners, Senior, NYSE Arca, Falmouth Foreside, Maine, Risk, Prospectus, NO, NAV, CFA, Dimensional Fund Advisors, AMT, Security (finance), Financial adviser

BOSTON, Nov. 2, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch two exchange-traded funds (ETFs) to expand its ETF lineup and to bring additional income and capital appreciation opportunities to investors.

Key Points: 
  • BOSTON, Nov. 2, 2023 /PRNewswire/ - John Hancock Investment Management, a company of Manulife Investment Management, today will launch two exchange-traded funds (ETFs) to expand its ETF lineup and to bring additional income and capital appreciation opportunities to investors.
  • "John Hancock Investment Management has a lengthy track record of providing access to a variety of managers and investment strategies that bring opportunities for a well-diversified portfolio to investors," said Kristie Feinberg, Head of U.S. and Europe, Manulife Investment Management, and President and Chief Executive Officer, John Hancock Investment Management.
  • John Hancock Fundamental All Cap Core ETF (NYSE Arca: JHAC) is the firm's first active semi-transparent ETF.
  • Foreside is not affiliated with John Hancock Investment Management Distributors LLC or Manulife Investment Management (US) LLC.

Dimensional Files Application for ETF Share Class Exemptive Relief

Retrieved on: 
Thursday, July 13, 2023
Banking, Professional Services, Finance, SMA, ETF, File, Empirical research, Dimensional Fund Advisors, AUM, Security (finance), Dimension, Financial adviser

Dimensional Fund Advisors, the industry’s largest active ETF issuer, filed an application for exemptive relief with the Securities and Exchange Commission (SEC) seeking permission to offer ETF share classes of its US mutual funds, which represent approximately $400 billion in investor assets.

Key Points: 
  • Dimensional Fund Advisors, the industry’s largest active ETF issuer, filed an application for exemptive relief with the Securities and Exchange Commission (SEC) seeking permission to offer ETF share classes of its US mutual funds, which represent approximately $400 billion in investor assets.
  • In the filing , Dimensional outlines how it believes this structure could benefit mutual fund class and ETF class shareholders.
  • “An ETF share class would allow advisors and institutions more choice in tailoring portfolios to better address investors’ individual needs,” said Dave Butler, Co-Chief Executive Officer.
  • Seeking exemptive relief to offer an ETF share class is the next step in evolving Dimensional’s value-added investment proposition, which has been solely focused on delivering the best possible solutions and client experiences since the firm’s founding over four decades ago.

Perigon Wealth Management Names Rafia Hasan, CFA, CFP® As Chief Investment Officer

Retrieved on: 
Tuesday, July 11, 2023
McCombs School of Business, University, Moses Austin, CFA, Dimensional Fund Advisors, RIA, Business, Wellesley College, MBA, Economics, Perigon, Credit Suisse, SAN, CIO, Citibank, RIAS, Management, Financial adviser

SAN FRANCISCO, July 11, 2023 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of May 31, 2023, today announced the appointment of Rafia Hasan, CFA, CFP® as Chief Investment Officer to support its national growth strategy. Hasan will leverage her extensive industry experience and innovative approach to enhance Perigon's robust and expanding investment strategy.

Key Points: 
  • SAN FRANCISCO, July 11, 2023 /PRNewswire/ -- Perigon Wealth Management ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $5.6 billion in client assets as of May 31, 2023, today announced the appointment of Rafia Hasan, CFA, CFP® as Chief Investment Officer to support its national growth strategy.
  • Arthur Ambarik, CEO of Perigon Wealth Management, said, "Rafia's years of diversified industry experience and exposure to rapidly growing RIAs brings an incredible perspective and strategic approach to our team.
  • Her unique background of institutional and advisory investment leadership will enable Perigon to implement our vision of building a scalable investment platform that provides a custom investing experience for our advisors and clients.
  • Hasan was most recently the Chief Investment Officer of Wipfli Financial Advisors, an RIA firm with $5.5.

SEI Enhances Suite of Strategies Featuring Dimensional with U.S. Focused and Tax-Managed Offerings

Retrieved on: 
Thursday, June 29, 2023
Science, SEI, ETF, EFront Alternative Investment Solutions, Investment, Dimensional Fund Advisors, Financial adviser, Financial services, Dimension

OAKS, Pa., June 29, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the addition of three sets of strategies to its suite of model portfolios using ETFs managed by Dimensional Fund Advisors (Dimensional). Building upon the existing set of models, SEI Strategies featuring Dimensional, the full set of strategies now consists of 24 models, comprised of four sets of six model portfolios across a broad range of investment objectives and risk profiles. The new strategy sets include:

Key Points: 
  • OAKS, Pa., June 29, 2023 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the addition of three sets of strategies to its suite of model portfolios using ETFs managed by Dimensional Fund Advisors (Dimensional).
  • Building upon the existing set of models, SEI Strategies featuring Dimensional, the full set of strategies now consists of 24 models, comprised of four sets of six model portfolios across a broad range of investment objectives and risk profiles.
  • The new strategy sets include:
    Launched in 2022 , the SEI Strategies featuring Dimensional seamlessly blend SEI's disciplined investment approach and connective technology with Dimensional's ETFs to create strategies that are grounded in an investor's goals and decades of economic theory.
  • SEI constructing these models with Dimensional ETFs highlights our shared goal to deliver a better wealth management experience through efficient, well-diversified, and systematic portfolios for their clients."