Focus Financial Partners

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  New Hire Roundup: Focus Financial Adds Five

  By Marlene Y. Satter, AdvisorOne  |  April 10, 2013

  This week in new hires, Focus Financial announced five new hires, JHS Capital welcomed Mark Palsson, and Eric Falkeis became president and COO of Direxion.

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  Focus Financial Adds $1B RIA

  By Janet Levaux, AdvisorOne  |  February 1, 2013

  Portfolio Strategy Group joins the partnership with five advisors.

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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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  United Capital ‘Rolls Up’ Paragon Investment Management

  By John Sullivan, AdvisorOne  |  January 16, 2013

  The news follows a series of similar such announcements recently involving larger RIAs buying their smaller counterparts.

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  Focus Financial Acquisition of Merriman Boosts Firm to $60 Billion

  By Joyce Hanson, AdvisorOne  |  January 9, 2013

  Focus Financial Partners' acquisition of Merriman expands the large independent wealth management partnership's West Coast presence.

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  Is the Advisor Succession Crisis Just a Mirage? The Implications

  By Michael E. Kitces  |  December 12, 2012

  The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.

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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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  Tibergien on Advisor M&A Trends: Expect More Deals

  By James J. Green, AdvisorOne  |  August 3, 2012

  Commenting on findings of Pershing Real Deals report on advisor M&A, Pershing Advisor Solutions’ CEO sees a re-emergence of strategic buyers and suggests the RIA business may evolve to resemble the accounting industry.

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  Mercer Brings Its Research to Focus Financial

  By Joyce Hanson, AdvisorOne  |  August 1, 2012

  The deal allows Focus Financial’s partner firms to tap the expertise of Mercer, one of the world’s largest investment and human resources consulting firms.

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  Focus Financial’s Colony Group to Merge With Mintz Levin

  By Danielle Andrus, AdvisorOne  |  June 1, 2012

  Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.