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By Janet Levaux, AdvisorOne |
February 1, 2013
Portfolio Strategy Group joins the partnership with five advisors.
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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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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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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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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.
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By Danielle Andrus, AdvisorOne |
January 19, 2012
Focus Financial announced Thursday that it hired Garry Taylor as a director of advisor services to help “elite breakaway advisors” transition to independent practices.
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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.
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By James J. Green, AdvisorOne |
November 1, 2011
It’s always easier to discern a trend with the use of hindsight. But I believe that the business of independent advice-giving has finally reached a turning point.
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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.
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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.