Modern Wealth’s Jason Gordo Pushes Back on 'Evil' PE

Published on November 18, 2025

The former United Capital advisor spoke on the sidelines of Schwab Impact about his efforts to convince skeptical advisors that private equity is helping, not eroding, the independent advisor space.

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Booth’s DFA Gets Green Light for Tax-Busting Vanguard Design

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The SEC has granted Dimensional Fund Advisors approval to adopt the dual share class fund structure, previously used exclusively by Vanguard to save investors billions in taxes. This decision, following the expiration of Vanguard's patent, marks a watershed moment for the $13 trillion US ETF industry and sets the stage for a wave of similar approvals for dozens of other money managers.