Daily Archives: April 8, 2014

Why I’m going to the DFA Conference

In two weeks I will be attending the Dimension Fund Advisors (DFA) introductory conference in Santa Monica.  This is the next step in my ongoing conversations with DFA about using their products in client portfolios.  For the uninitiated, DFA is (allegedly) choosy about working with advisors, and there is a somewhat lengthy “courtship” process before […]

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The Motley Fool on Asset-Based Fees

I’ve been a bit of a broken record lately, but here we go again. This week Morgan Housel was the one asking questions about investment advisory fees based on a portfolio size. His rather hilarious grocery-store analogy hits the nail on the head: why are we using arbitrary factors to calculate how much investors should […]

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