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.
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.
Large RIAs Buckingham and Founders to Merge
Call it a rollup, merger, whatever you like, but consolidation in the RIA space continues.
Focus Financial’s Colony Group to Merge With Mintz Levin
Focus Financial Partners announced that partner firm The Colony Group will merge with Mintz Levin Financial Advisors under the Colony name.
Focus Expands to Transition ‘Elite’ Advisors to Independent RIAs
Focus Financial announced Thursday that it hired Garry Taylor as a director of advisor services to help “elite breakaway advisors” transition to independent practices.