Buckingham Asset Management

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  Focus Financial Partner Firms Complete Strategic Deals

  By Melanie Waddell, AdvisorOne  |  January 22, 2013

  Focus Financial Partners announced Tuesday that four of its partner firms have completed strategic transactions in the last 60 days, either closing on important sub-acquisitions or recruiting well-respected new professionals to their firms.

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  New Hire Roundup: James Hanna Joins Genworth; Morningstar CFO Departs

  By Marlene Y. Satter, AdvisorOne  |  January 16, 2013

  This week in new hires, Genworth hires a new CTO; Morningstar announced changes in its senior management; and FSI hired Kathryn Anderson and added 500 new advisor members.

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  Large RIAs Buckingham and Founders to Merge

  By John Sullivan, AdvisorOne  |  September 6, 2012

  Call it a rollup, merger, whatever you like, but consolidation in the RIA space continues.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

• Another Benefit

  By Staff Writer  |  October 1, 2008

  Getting a number of members of your team to be engaged with clients in the early phase of their relationship with your firm helps the...

• Gold Medal

  By Staff Writer  |  October 1, 2008

  As a registered investment advisor (RIA), you are in the business of serving your clients' financial needs--and it's no exaggeration to say that the quality...

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  The Fifth Annual IA 25: 2007

  By Editorial Staff  |  May 1, 2007

  When Mary Schapiro took the helm as CEO and chairman of the NASD last September, it was a moment of relative calm before the storm.

• A Look Ahead, and Advice on Today

  By James J. Green, AdvisorOne  |  February 1, 2007

  "We're under capacity by 60,000 planners," predicts Percy Bolton of Percy Bolton Associates in Pasadena, California, partly due to the creation of the "fiduciary advisor"...

• How the Leaders Cope

  By James J. Green, AdvisorOne  |  June 1, 2006

  When you ask a dozen advisors for their opinions on important issues you can expect some disagreement. Thus it was in the first IA Leaders'...

• Spreading Words of Wisdom

  By Staff Writer  |  September 1, 2003

  Larry Swedroe says he's been "lucky in his career." A former vice chairman of Prudential Home Mortgage and senior investment banker at Citibank, Swedroe has...