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Adam Birenbaum's calls 'Colony' deal -- to create $100-billion super-RIA -- a 'mandate,' but it's also likely a 'prelude' to larger strategic objective, M&A expert says

The 46-year-old CEO of Buckingham Wealth's 'long game' approach keeps paying dividends; it comes down to his approach to relationships

Author Brooke Southall May 7, 2024 at 5:04 AM
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Adam Birenbaum: I believe with this we are a very attractive solution for other Focus Partner firms.
Keith Girard contributed to the editing of this article.

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Kitces.com
Consulting Firm
Top Executive: Michael Kitces



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