Zero-Alpha Group, a network of RIAs, is launching a forum to enhance collaboration among advisors about best practices.

The ZAG Collaboration Forum is structured into seven sub-committees which focus on: human capital, marketing, technology, integrated wealth management, compliance, CFO responsibilities and investment.

Meanwhile, Brent Brodeski, chief executive of Savant Capital Management, will lead a supervisory team to monitor progress and identify resources for the committees.

Actifi, Dimensional Fund Advisors and Acacia Insights – which aren’t ZAG member firms - are all taking part in the initiative as guests, with senior people in these firms acting as subcommittee leaders.

Karen Dolan, head of marketing at Dimensional Fund Advisors, will lead the marketing group, which will look to address social media use, client communication, and public relations and external visibility.

Spenser Segal, CEO of Actifi, will lead the technology committee, which will review ZAG members’ technology platforms and advise on possible options. It will be responsible for keeping a five-year view on tech developments.

April Aandal, vice president of Dimensional Fund Advisors, will lead the integrated wealth management committee, looking at topics such as financial planning, client deliverables and client relationship management.

Ashley Allen, principal at Acacia Insights, heads up the investment committee. This group carries out due diligence on investments, shares portfolio construction ideas and analyzes market conditions.

As an example of what other committees will do, the CFO committee will capture quarterly metrics from ZAG firms and enter these into a dashboard program that will allow CFOs to see how member firms are performing on a quarterly basis.

ZAG’s member firms are: Savant Capital Management, Peterson Hastings, Foster Group, Plancorp, Resource Consulting Group, Beaird Harris Wealth Management and Carlson Capital Management. They collectively manage over $8 billion for around 5,800 clients.