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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 |
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.
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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.
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By James J. Green, AdvisorOne |
November 16, 2009
Rudy Adolf firm extends bank credit facility
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By Nancy R. Mandell |
January 1, 2009
The vintage scales displayed in the conference room of Focus Financial Partners' midtown Manhattan offices are not the only collection CEO Rudy Adolf has his...
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By James J. Green, AdvisorOne |
January 1, 2009
Focus Financial Partners, the buyer of advisory firms led by CEO Rudy Adolf, has entered the business of providing consulting help to brokers looking to...
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By Rudy Adolf |
November 1, 2008
By Rajini Kodialam and Rudy Adolf n life, milestone events--a marriage, the birth of a child, a round-numbered birthday--prompt us to pause and take stock. We...
