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Eric Clarke keeps FUSE lit by rebalancing deep-suburbia hackathon with BlackRock and DFA real economiks

The event's subversive air drew the local police, yet again, to the door of the Park City, Utah weekend hackathon

Author Guest Columnist Tim Welsh September 11, 2017 at 6:43 PM
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Tim Welsh braved the Utah wilds to write this report and found DFA and BlackRock had joined the hacker scene.

Related Moves

Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

Vanguard, BlackRock and Avantis rattle a complacent Dimensional Fund Advisors with fee cuts and ETF roll outs based on 'smart beta.'

August 9, 2022 at 1:57 AM

Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.

February 10, 2022 at 2:22 AM

Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says

The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.

January 7, 2022 at 11:40 PM

Biz Briefs: Vanguard's tax-loss harvest yields a caveat• Vermont green with envy ... of red states? • CFP Board spends $12 million on bungee metaphor • BlackRock isn't neutral on Credit Suisse • Women are the Goliath of 'David' in UK finance

Tax-loss harvest gains may have some home assembly required, says Jeff DeMaso • Adrian Johnstone is now in the driving seat at Practifi • CFP Board spending just topped $150 million • and Vermont shares some Texas thinking on ESG investing.

March 25, 2023 at 1:32 AM

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Mentioned in this article:

Kitces.com
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Top Executive: Michael Kitces




Bill Winterberg

Bill Winterberg

September 12, 2017 — 12:08 AM
Watch the daily videos from Fuse 2017 to see all the companies that presented: <a href="https://www.youtube.com/playlist?list=PLQkfeo_4_uY0w4tVwN0wFNCCkCWLRpMbM" rel="nofollow">https://www.youtube.com/playlist?list=PLQkfeo_4_uY0w4tVwN0wFNCCkCWLRpMbM</a>
Stephen Winks

Stephen Winks

September 12, 2017 — 1:43 PM
I wish this extraordinary assemblage of talent outside of Wall Street would directly address the specific fiduciary duties entailed in advisory services which would make expert fiduciary standing in advisory services safe scalable and esy to execute at the advisor level. By putting well conceived financial services (asset/liability study, investment policy, portfolio construction, performance monitor, etc,--authenticated back to statute) back into the financial services business we perpetuate RIA excellence and professional standing in rendering advice. SCW

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