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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...
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By James J. Green, AdvisorOne |
June 1, 2008
After nearly a year's absence from the RIA community she knows--and loves--so well, former Schwab Institutional president Debbie McWhinney has resurfaced, landing a high-profile position...
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By James J. Green, AdvisorOne |
May 8, 2008
Schwab Institutional head Debbie McWhinney has resurfaced, joining Focus Financial Group, the rollup firm founded and headed by Rudy Adolf, on its now five-member board of directors.
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By James J. Green, AdvisorOne |
May 1, 2008
Over the past five years, the focus has shifted for the independent advice community, a shift that has been reflected in the IA 25, our...
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By Staff Writer |
April 1, 2008
Focus Financial Partners has agreed to acquire Manchester, England-based Greystone Financial Services Ltd., making the U.K. wealth management firm the 15th "partner firm" in the...
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By James J. Green, AdvisorOne |
February 13, 2008
Focus Financial Partners has agreed to acquire Manchester, England-based Greystone Financial Services Ltd., making the U.K. wealth management firm the 15th "partner firm" in the Focus Financial stable. Greystone advises on some $1.6 billion in assets from about 5,000 clients; the acquisition is expected to close April 1.