Dimensional Fund Advisors

Advyzon Investment Management (AIM) Names Scott Smith, Former Executive at Goldman Sachs and BNY Mellon | Pershing, Chief Revenue Officer

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星期二, 六月 4, 2024
Professional Services, Data Management, Business, Technology, Software, Finance, Asset Management, York College, Envestnet, Dimensional Fund Advisors, EAS, York College of Pennsylvania, UMA, RIAS, TAMP, AIM, Smith, Investment management, Marketing, CRM, Goldman Sachs, Mass communication, Head, Region, Fintech, BNY Mellon, TD Ameritrade, Media studies, Partnership, Growth, BlackRock, GMO, Business development, Financial adviser

“I'm thrilled to join AIM’s executive leadership team and to help expand Advyzon’s investment management business,” said Smith.

Key Points: 
  • “I'm thrilled to join AIM’s executive leadership team and to help expand Advyzon’s investment management business,” said Smith.
  • “With over 20 years of experience, I've seen many innovations, but Advyzon's entrepreneurial ingenuity – represented by its “best-in-class” all-in-one platform – truly stands out.
  • Prior to his role at Goldman Sachs, he served as Vice President of Business Development at BNY Mellon | Pershing for three and a half years, as well as Vice President and Regional Director at Envestnet for three years.
  • He earned a degree in Mass Communication and Media Studies from York College of Pennsylvania in 1999.

Leading Lower Middle-Market Specialist Investment Firm Star Mountain Capital Adds Bryan Johnson as a Managing Director in Los Angeles, Bolstering its Secondaries and Investor Solutions Team

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星期二, 五月 28, 2024
Finance, Consulting, Banking, Professional Services, Asset Management, Chemical engineering, CFA Institute, AQR, University, Chartered Alternative Investment Analyst, AQR Capital, Ageing, University of Southern California, MBA, Infineon Technologies, CAIA, Dimensional Fund Advisors, RIA, CFA, RIAS, Arizona State University, FINRA, Multimedia, Star, Financial services

View the full release here: https://www.businesswire.com/news/home/20240528877824/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20240528877824/en/
    Bryan Johnson, Star Mountain Capital Managing Director (Photo: Business Wire)
    Bryan Johnson has nearly 20 years of leadership experience advising and consulting on strategic investment solutions to some of the world’s largest and most sophisticated wealth managers, family offices and high-net-worth individuals.
  • “I was also intrigued to learn how large and highly fragmented the lower middle-market is at nearly 50% of the U.S. economy.
  • Mr. Johnson is a Chartered Financial Analyst (CFA) charterholder and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
  • He is a member of the CFA Institute and CFA Society Los Angeles, which he has lectured for since 2011.

Phillip Enochs Joins Duff & Phelps Investment Management As Global Head of Business Development

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星期四, 五月 23, 2024
Asset Management, Professional Services, Finance, Executive Committee, Kellogg School, Enochs, Texas, Marketing, Research, Consultant, Duff & Phelps, Culture, CFA, Meal, Russell Investments, Wilshire Associates, Northwestern University, Water, Dimensional Fund Advisors, Certified Public Accountant

Duff & Phelps Investment Management Co. today announced that Phillip Enochs, CFA, has joined the company as an executive managing director and global head of business development.

Key Points: 
  • Duff & Phelps Investment Management Co. today announced that Phillip Enochs, CFA, has joined the company as an executive managing director and global head of business development.
  • Enochs, who also joins the firm’s Executive Committee, will be responsible for institutional distribution strategies, business development, marketing, and client service for the firm, which had $12.2 billion of assets under management as of March 31, 2024.
  • He reports to David D. Grumhaus, Jr., president and chief investment officer of Duff & Phelps.
  • Previously, he was responsible for sales, service, and marketing for the U.S. institutional and intermediary channels at BMO Global Asset Management.

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

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星期二, 五月 21, 2024
Technology, Personal Finance, Finance, Consulting, Fintech, Accounting, Professional Services, Software, Asset Management, Partnership, DCA, ESG, EAS, Spinal muscular atrophies, CRM, Investment management, RMD, AIM, You, ETF, Sale, NOT, Nucleus, Philosophy, TAMP, BlackRock, RIAS, GMO, Invesco, Dimensional Fund Advisors, Cryptocurrency

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon , recently added multiple new asset managers and strategists to their platform, including BlackRock , Dimensional Fund Advisors , Potomac Fund Management , and Invesco Advisers, Inc.

Key Points: 
  • Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon , recently added multiple new asset managers and strategists to their platform, including BlackRock , Dimensional Fund Advisors , Potomac Fund Management , and Invesco Advisers, Inc.
    “Our continued focus is on providing advisors easy access to the tools and services they need,” said Meghan Holmes, Chief Operating Officer at AIM.
  • With these new strategists, AIM currently has over 280 strategies available to financial advisors in their Nucleus Model Marketplace , from 46 asset managers – including Advyzon Investment Management.
  • In addition to their investment offering, AIM provides a personalized service model to advisors based on their philosophy of insourcing versus outsourcing.
  • To learn more about Advyzon Investment Management and the Nucleus Model Marketplace, please click here .

Vontobel Strengthens US Distribution Team With Two New Hires

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星期一, 四月 29, 2024
Finance, Banking, Accounting, Professional Services, Asset Management, USD, Nature, Dimensional Fund Advisors, SMA, RIA, Risk management, Putnam Investments, Marketing, SIX Swiss Exchange

These newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts.

Key Points: 
  • These newly created roles support the firm’s client-focused commitment and expanded direct distribution efforts.
  • Prior to joining Vontobel, Donald spent more than 20 years at Putnam Investments, where he held various senior roles in sales and marketing, including most recently as director of RIA sales.
  • With nearly 20 years of global institutional experience, Mariana joins Vontobel from Dimensional Fund Advisors, where she led several global consultant relationships.
  • On April 22, 2024, Vontobel launched a new addition to its mutual fund suite, further bolstering the firm’s direct distribution to US intermediaries.

New Morningstar Report Sheds Light on Rapid Expansion of Active ETFs

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星期二, 四月 23, 2024
Banking, Asset Management, Professional Services, Finance, ETF, Dimensional Fund Advisors, Risk, Conference, Research, Morningstar, Inc., Growth, Financial adviser

Active ETFs ,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs).

Key Points: 
  • Active ETFs ,” a new landscape report that covers advantages, challenges, approaches, and trends of actively managed exchange-traded funds (ETFs).
  • Overall, the report found that active ETFs can be a cost-effective, tax-efficient approach to active management for investors, but as with any active investment, can carry risk over the long term.
  • As active ETFs surge, their counterparts in active mutual funds are contracting, with net outflows of $1.6 trillion in 2022 and 2023.
  • Unlike active mutual funds, active ETFs cannot close to new investors, presenting a capacity risk particularly for concentrated strategies or those investing in illiquid markets.

Congratulations to the Winners of the 2024 etf.com Awards

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星期一, 四月 22, 2024
Finance, Data Analytics, Banking, Professional Services, Asset Management, Sprot, Ecosystem, Dimensional Fund Advisors, News, Education, DWS Group, Policy, Invesco, Vanguard, Partnership, CGDG, SPAM, Invensys, Bitwise operation, Paul Ecke Ranch, Capital Group Companies, ETF, BlackRock, Credit, Growth, Award, Financial adviser

etf.com, a leading provider of real-time ETF news and analysis, proudly announces the winners of the 2024 etf.com Awards .

Key Points: 
  • etf.com, a leading provider of real-time ETF news and analysis, proudly announces the winners of the 2024 etf.com Awards .
  • These awards honor the most influential, innovative, and impactful players in the ETF ecosystem, chosen by a panel of highly qualified judges.
  • This year's etf.com Award winners showcase the remarkable diversity and talent thriving within the ETF industry.
  • For more information on the etf.com Awards and this year's winners, please visit etf.com/awards-2024 .

Choreo Bolsters Organic Growth Strategy with Appointment of Four Senior Leaders

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星期三, 四月 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

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星期二, 二月 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

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星期四, 二月 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.