Articles tagged "Adam Birenbaum"
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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
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
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
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
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
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
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
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
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
