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Articles tagged "Buckingham Asset Management"


Alex Murguia rolled up his sleeves after the product fit wasn't quite right initially.

Why a $25 billion RIA just went with Alex Murguia's startup's financial planning software
The Buckingham Companies chose inStream to overcome the 'dead' plan problem

Tuesday 11.18.14
Adam Nash [with Andy Rachleff]: Wealthfront automatically ensures that every withdrawal minimizes the taxes owed and keeps your portfolio balanced.

Wealthfront's advice is now an employee benefit for Google employees' non-401(k) savings
Employees at the search giant with less than $100,000 get their balances managed for free -- as do employees of the San Francisco 49ers and Palantir

Tuesday 9.23.14
Abby Johnson interviewed by NPR's Tom Ashbrook: Lean on Fidelity.

Abby Johnson tells RIAs to have all employees, up and down the chain, think client thoughts at Fidelity's 2014 Executive Forum
Advisors -- many with assets in the tens of billions -- were on hand along with New Yorker writers, NPR and other super-thinkers

Monday 5.19.14
Rudy Adolf: There is no other business in the RIA space that has even close to this level of capital.

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

Wednesday 1.8.14
Adam Birenbaum: Someone will emerge from the RIA space to be the size and scale to compete with the largest wirehouses -- so why not us?

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

Thursday 10.10.13
Stephen Bozeman: There were some problems.

Unfazed by its misfire, BlackRock is taking a second shot at the 401(k) market, this time with a whiter hat
Skeptics abound but the world's largest asset manager aims to fill a mega-void by bringing payout precision of DC plans to the best-guess 401(k) business

Thursday 10.3.13
Dan Solin: I think the forces aligned against evidence-based investing are far more powerful than anyone can really appreciate.

The 401(k) industry braces itself for fruits of a CalPERS rethink that reflects a cut-the-crap mentality about active investing
A giant staff of researchers and managers -- not always in accord -- manages $260 billion of assets exerts psychological weight, and active management is losing friends in a place where it once thrived

Thursday 9.12.13
Karl Thunemann: Tibergien stops me and says, 'I want to be very emphatic about this. There is nothing wrong with a solo practitioner. Nothing at all.'

Investor Karl interviews Mark Tibergien -- guru, author, chief -- who tells why solo practices are far from extinct
The gospel of RIA says these days that big and complex is The Way, but the Pershing Advisor Solutions chief proves an unexpected champion of the mom-and-pop advisory shop

Wednesday 7.3.13
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

Tuesday 7.2.13
Matt Sonnen: I made a lot of mistakes along the way, and I hope I can help others avoid those.

Focus Financial goes after $100-million wirehouse brokers after hiring five employees suited to the task
The big New York aggregator will put the brokers through a one-year seasoning process before placing them in RIA foster homes

Monday 4.15.13
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

Friday 1.11.13
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

Tuesday 11.13.12
David DeVoe: Literally hundred of firms need to be sold over the next several years -– just to solve for succession.

The RIA M&A market continues to be a no-show, though 2012 pace is ahead of 2011
Only the roll-ups seem to have the focus, knowledge, capital and deadly intent to get results in this market

Tuesday 10.23.12
Hoofing it from the San Fran Ritz to the Tiburon Ferry, the unlikely and distinguished foursome of Jon Jones, Mike Durbin, Tif Joyce and Skip Schweiss.

How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn

Thursday 10.18.12
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.

Monday 10.15.12
Dean Stange: I think if anyone came to us having been pitched a blind trust, we'd talk them out of it.

What Mitt Romney might not know about blind trusts
Views on these black boxes for big chunks of cash are hardly unanimous

Thursday 10.11.12
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.

Tuesday 9.11.12
Lori Van Dusen: You can't say that the client is first and then look for ways to double-dip.

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

Monday 9.10.12
Mag Black-Scott: We want to be in major cities where there is a good opportunity. That will take us to the East Coast eventually.

RIA items of interest: Mag Black-Scott expands beyond Beverly Hills and BAM adds an advisor who contributes to The New York Times
Two advisors who vowed to grow are showing some signs of doing just that

Wednesday 2.15.12
David Booth: We work so hard it's a shame to call us passive.

Dimensional Fund Advisors tells RIAs it's getting active in its quest for 401(k) assets
DFA says this new plan will complement, not compete with, the services an advisor offers

Thursday 7.14.11
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

Wednesday 10.6.10

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