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Articles tagged "Buckingham Asset Management"


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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

October 18, 2012 at 5:42 AM

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.

October 15, 2012 at 2:59 AM

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

October 11, 2012 at 2:34 AM

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.

September 11, 2012 at 3:15 AM

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

September 10, 2012 at 4:31 PM

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.
February 15, 2012 at 6:38 AM

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

July 14, 2011 at 2:34 PM

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

October 6, 2010 at 5:07 AM

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