Focus Financial Partners

• 

  Independence Still Looks Good, Though Few Take the Plunge

  By Janet Levaux, AdvisorOne  |  April 25, 2012

  A survey of some 2,500 traditional employee advisors found that more than 70% are considering a move to independence, says Diamond Consultants, a recruiting and consulting firm.

• 

  Most Advisors Want Independence, but Few Make Jump, Survey Says

  By Janet Levaux, AdvisorOne  |  April 10, 2012

  Short-term financial goals keep many advisors in their traditional channels, according to the recruiter Mindy Diamond.

• 

  Sapient Joins Focus as Partner

  By Marlene Y. Satter, AdvisorOne  |  November 11, 2011

  Independent fee-based RIA Sapient Private Wealth Management has become a Focus Financial Partner. It is the fourth partner to join Focus Financial Partners, and the eighth deal, including subacquisitions, made by the firm in 2011.

• 

  New Hire Roundup: Reinhart Joins Wealthcare Capital, Bowden Goes to SEC

  By Marlene Y. Satter, AdvisorOne  |  October 26, 2011

  This week in new hires, Len Reinhart joined Wealthcare Capital’s board, Andrew J. Bowden was appointed the SEC’s new associate director of advisor exams, and the Senate confirmed Luis Aguilar and Daniel Gallagher as SEC commissioners.

• 

  Focus Financial Signs 5th Deal of Year With Investment in Nationwide RIA Hufford

  By James J. Green, AdvisorOne  |  October 3, 2011

  Hufford Financial, which has clients in all 50 states and focuses on dentists, has become the 22nd Focus partner firm.

• 

  Focus Financial Takes Stake in $1.3B RIA Firm Colony Group

  By James J. Green, AdvisorOne  |  September 20, 2011

  Boston-based RIA investment marks fourth transaction this year for rollup firm, raises total AUM to $45B.

• 

  Focus Financial Buys Midwest RIA Pettinga Financial Advisors

  By Michael S. Fischer  |  January 12, 2011

  Focus Financial Partners has acquired a large stake in Pettinga Financial Advisors, a wealth management firm based in Evansville, Ind., Reuters reported Tuesday.

• Buckingham Family Merges With Wealth Management Consultants

  By Michael S. Fischer  |  October 4, 2010

  The Buckingham Family of Financial Services, a partner firm of Focus Financial Partners, has merged with Sonoma County-based Wealth Management Consultants LLC (WMC), the firm announced Monday.

• Options, Options, Options

  By David DeVoe, Schwab Advisor Services, David Devoe  |  July 1, 2010

  Big banks used to be the main acquirers of advisory firms, but in the past few years, the consolidators (such as Focus Financial Partners and...

• Focus Financial Gets $50 Million More in Capital

  By James J. Green, AdvisorOne  |  November 16, 2009

  Rudy Adolf firm extends bank credit facility