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Articles tagged "Buckingham Family of Financial Services"


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[Adam Birenbaum and] (r.) Alex Potts: We're not DFA. We happen to use a lot of their solution.

Unseen factors drove the BAM, Loring Ward $50B merger; 18-month warming, light Focus Financial touch, led to reverse merger in spirit and birth, CEOs reveal in exclusive interviews

Buckingham CEO Adam Birenbaum desperately needed a TAMP CEO; Loring CEO Alex Potts needed a succession system for his TAMP clients

October 12, 2018 at 6:12 PM

Rudy Adolf: We have plenty of capital and a $40 billion business has a very good cash flow.

After one-year hiatus, Focus Financial buys a large RIA and hits a milestone

The deal brings it to $40 billion as the company makes a big Midwest push

January 12, 2011 at 5:40 PM

Mont Levy: We see the DFA advisors looking at this opportunity very closely.

Buckingham expedites turnkey 401(k) strategy by buying a fellow DFA TAMP

Competitors for advisors' business (like that little company, Fidelity) aren't sitting still as demand surges

January 5, 2011 at 2:47 PM

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