Articles tagged "Adam Birenbaum"


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Report: Focus Financial is preparing SEC paperwork for its initial public offering -- but is it jumping the gun?

With $325 million in revenues, the jumbo New York roll-up seeks to assuage a host of liquidity challenges

July 7, 2015 — 3:36 PM UTC

Focus Financial doubles down on financial engineering by making five hires -- four of them deal hounds

With $325 million in revenues and a big line of credit, the New York roll-up machine is playing to its M&A strength

May 21, 2015 — 8:57 PM UTC

Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software

The Buckingham Companies chose inStream to overcome the 'dead' plan problem

November 18, 2014 — 7:00 PM UTC

Abby Johnson tells RIAs to have all employees, up and down the chain, think client thoughts at Fidelity's 2014 Executive Forum

Advisors -- many with assets in the tens of billions -- were on hand along with New Yorker writers, NPR and other super-thinkers

May 19, 2014 — 1:51 AM UTC

How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale

The original referral model, MyFreeRetirementReport.com, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability

October 27, 2013 — 6:52 PM UTC

Financial Engines more than doubles its share price by defining a niche in the 401(k) market between target date funds and RIAs

Wall Street is seeing things Jeff Maggioncalda's way for now, as new DOL regs make plan sponsors more certain they want participants advised inexpensively but not cheaply

October 1, 2013 — 5:12 AM UTC

Partners at Focus Financial check their egos at the door to secure $216 million of hard cash

Polaris, Summit and CEO Rudy Adolf sell a portion of their stake in the big aggregator to Centerbridge Capital Partners -- and it puts them in a minority position for the first time

July 16, 2013 — 1:49 AM UTC

Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct

The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop

July 3, 2013 — 4:31 AM UTC

Focus Financial gets a long-sought $400 million DFA RIA in Dallas -- with Adam Birenbaum's firm as the final added ingredient

Rudy Adolf's roll-up-like team used crerativity and persistence to get Jim Whiddon out for coffee; Matt Brinker at United Capital also closed a small deal but projects bigger revenue will come aboard soon

July 2, 2013 — 5:30 AM UTC

Top 5 most influential RIA figures of 2012 going into 2013

Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

March 13, 2013 — 9:11 PM UTC