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Media Center

1. U.S. Mutual Fund Landscape Update

Dimensional’s Research group has updated its annual US mutual fund analysis to reflect performance of a representative sample of funds through 2015.

2. A Foundation Built on Great Ideas

Many of the greatest advancements in finance have come from academic research. Dimensional Fund Advisors is a pioneer in translating those discoveries into practical investment solutions for clients.

 

 

3. Universal Principles, Global Solutions

Robert Merton and David Booth discuss why Dimensional’s investment approach has global appeal.

4. Advantages of Working with Advisors

David Booth and Robert Merton discuss a financial advisor’s role in helping individual investors use Dimensional strategies.

5. NAPFA Is Talked About

The National Association of Personal Financial Advisors (NAPFA) launched a national ad campaign to promote the difference between those financial advisors who are Fee-Only in their compensation and work in accordance with a strict fiduciary standard.

Latest Blog Posts

Jun 28, 2017 by Structured Asset Management, Inc.

I am glad to see the new requirement for investment advisors dealing with 401(k) plans take effect. Now advisors have to acknowledge their fiduciary status in writing and subscribe to an impartial standard of conduct. The big keys are that under these new standards, these advisors must:

  • Give advice in the clients' best interest
  • Charge reasonable compensation
  • Disclose conflicts of interest
  • Disclose the fees so they can be understood
  • Make...
Jun 26, 2017 by Structured Asset Management, Inc.

The new rule going into effect with the Department of Labor (DOL) fiduciary rule gives brokers and insurance agents till January 1, 2018 to come into compliance with the rules we have been following for decades.

This is huge news for 401(k) plan participants. Now advisors will have to consider the fees, the benefits and the services provided before they recommend a rollover from a corporate plan to an IRA. Imagine that, a rule that makes these people have to actually work in someone...

Jun 22, 2017 by Structured Asset Management, Inc.

Good news for 401(K) plan sponsors and participants! Under the new Fiduciary Standard of Care rule, all advisors that give investment advice to 401(k) sponsors and their employees (participants) now have to comply with the ERISA standard for fiduciary care.

Before this happened, only advisors who, like us, were subject to the Investment Advisors Act of 1940 were held to the fiduciary standard. Others had what's called the suitability standard. Brokers and insurance...

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