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A $17-billion RIA doubles down on a social media strategy that netted it 50 Facebook employees

Super bloggers with real street cred are the missing ingredient for casting a Web net

Friday, January 11, 2013 – 5:28 AM by Lisa Shidler
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Adam Birenbaum: We don't think it's happening anywhere else.

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 – 12:39 AM

Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor

Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same

December 17, 2020 – 3:02 AM

March 12, 2020 – 1:45 PM


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Gregory FCA Communications
Marketing & Public Relations, Blog/Social Networking Tool
Top Executive: Joe Anthony




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