Focus Adds Former FiNet Team, Lebenthal Brings on Morgan Stanley Group
Meanwhile, Securities America picks up a Wells Fargo rep, and United Planners says it had a banner year in 2013.
Focus Draws $1B UBS Breakaway Team
Raymond James tweets its recruiting news, as Morgan Stanley and UBS share their latest advisor deals.
Focus Financial Signs $550M Credit Deal
The advisor rollup firm plans to use the funds to expand via more M&As this year.
Advisor M&As to Make Comeback in ’14: Tiburon
While deals in the RIA space slowed dramatically in 2013, many factors are driving a turnaround this year.
17 RIAs Sign Succession Deals via Focus Financial
The advisor rollup firm aims for its 27 partners to work together on transitions and continuity planning.
Focus Financial Adds $2.2B Telemus
Telemus Capital comes on board in Michigan; meanwhile, Pensionmark Retirement adds a branch in San Diego.
Focus Financial Adds $400M RIA in Midwest
LaFleur & Godfrey join the partnership in Grand Rapids, Mich.; their firm is the fourth group to come on board this year.
Focus Financial to Get $216M Boost From Centerbridge
The new investment is the latest in a series of private equity moves impacting the wealth management industry.
Focus Financial Adds $1B RIA
Portfolio Strategy Group joins the partnership with five advisors.
Focus Financial Partner Firms Complete Strategic Deals
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.