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Articles tagged "Buckingham Asset Management"

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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