Articles tagged "Rudy Adolf"
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An advertiser's-eye view of TD Ameritrade's national conference
Firms that rarely advertise had booths, including mega-RIAs, competing custodians and Marty Bicknell
February 3, 2014 at 4:40 AM
What bet Rudy Adolf is making on RIAs by pre-borrowing $550 million from Bank of America and a wider syndicate
The Focus Financial CEO sees lending rate at rock bottom and ROI on RIA investing with room to rock
January 8, 2014 at 9:41 PM
How a $20-billion RIA is buying its 'Microsoft' marketing agency as the engine for propulsion to $100-billion
Adam Birenbaum is betting on David Levin to be his J. Pierrepont Finch but to succeed by really trying
October 10, 2013 at 5:19 AM
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 at 1:49 AM
A $1 billion RIA in the NY burbs got there without marketing now Focus Financial is assigned the makeover
Portfolio Strategy Group sells to the New York-based RIA umbrella and a website is the first order of business
February 1, 2013 at 6:32 AM
How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys
There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model
January 24, 2013 at 8:04 PM
Why it took Rudy Adolf seven years to win an elusive $1.5-billion RIA to cap a $14-billion-asset year
The $60-billion-AUA firm has its mojo back as it brings on a woman-run firm with a 49-state presence
January 10, 2013 at 6:36 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
Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic
Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more
October 12, 2012 at 3:10 AM
What exactly the CEOs of HighTower, Focus Financial and Dynasty Financial revealed when they shared a stage in Las Vegas
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
September 25, 2012 at 4:49 AM
The two dramatic moments everyone was buzzing about at the MarketCounsel conference
Elliot Weissbluth, Knut Rostad, Charles Goldman and Joe Duran helped show us why thought leadership begins when sparks fly
September 18, 2012 at 3:41 PM
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
Focus Financial firms play a lively game of ping-pong with the Broker Protocol
Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says
September 10, 2012 at 4:31 PM
'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit
A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab
August 31, 2012 at 5:19 AM
Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
