InvestmentNews honors some of the best-performing practices at its Top Advisory Firm Summit in Chicago. Nov 13, 2019 @ 9:31 pm By Ryan Neal For full article: Top Advisory Firms
2017 Investment News 40 Under 40 Award Winner: Megan Rindskopf
June 19, 2017 Congratulations to Megan Rindskopf Lokitis on being named to Investment News’ 40 Under 40 for 2017. Megan is such an important part of Alpha Financial and we are thrilled that she has received this recognition for her hard work and contributions to Alpha Financial and the financial planning profession. 40 under 40 – Awards archive – 2017 …
With $16.7B in new money, a banner year for Dimensional Fund Advisors
October 28, 2013 Investment News by Jason Kephart Firm’s net new deposits on pace to hit record as advisers warm to factor investing Dimensional Fund Advisors is on pace for its best year ever as the growing acceptance of factor investing attracts record gobs of cash. DFA has had $16.7 billion of net new deposits through the first three …