Rudy Adolf's Buckingham meal ticket looks golden after the $35-billion RIA/TAMP absorbs Dan Goldie's $1 billion Loring Ward book and margins leap from 25 basis points to more like 70
The New York-based roll-up's gain is offshoot of Loring Ward deal where Goldie is the biggest client but was too big to buy until Focus capital could be tapped
Matt icks
Peter Mallouk
Jackie Michel
Brooke Southall
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Buckingham Strategic Partners
TAMP, Asset Manager for RIAs
Top Executive: Alex Potts