Focus Financial Says ‘Howdy, Partner’ to $800M RIA in Texas
CFO4Life worked with LPL Financial for six years and then "felt it had outgrown LPL’s model."
Focus Financial Acquisition of Merriman Boosts Firm to $60 Billion
Focus Financial Partners' acquisition of Merriman expands the large independent wealth management partnership's West Coast presence.
Mercer Brings Its Research to Focus Financial
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.