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Articles tagged "Adam Birenbaum"


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Adam Birenbaum: We can't compete against Morgan Stanley from an advertising budget.

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 at 5:30 AM

Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

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 at 9:11 PM

Adam Birenbaum: We don't think it's happening anywhere else.

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

January 11, 2013 at 5:28 AM

Adam Birenbaum: What better place for them than with their current partner?

Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets

With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end

November 13, 2012 at 7:07 AM

Sean Hanlon: Wall Street has become the tech business whose product is money management.

Could engineers be the answer to the RIA talent shortage?

More advisors come from outside the industry, with a premium on high tech capabilities and connections.

October 15, 2012 at 2:59 AM

Joe Goldberg: [A Facebook employee] told me, 'I've met with Goldman, Merrill and Morgan and no one has given me a reason to pay them a dime.'

Why sudden wealth at Facebook is gushing into a $17-billion RIA and triggered a merger of two DFA giants

Buckingham Asset Management won a single Facebook employee and now it's all hands on deck as eight teams see prospects -- often til 2 a.m.

September 11, 2012 at 3:15 AM

Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator

Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

July 17, 2012 at 3:54 PM

Roger Hewins: We're all pretty upset about it.

Two accounting firms abandon merger talks leaving giant Schwab RIA surprised and crestfallen

Wipfli and Eide Bailly suddenly quit the field leaving industry observers -- not to mention Hewins Financial -- wondering why

February 29, 2012 at 5:17 AM

Adam Birenbaum: We’re going to build and scale so we can truly compete against the largest of the wirehouses

Giant DFA customer puts young CEO in charge to execute ambitious national plan

Adam Birenbaum makes $100 billion of AUM a goal for Buckingham Family of Financial Services

October 6, 2010 at 5:07 AM

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