A Tipping Point?
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.
Focus Financial Signs 5th Deal of Year With Investment in Nationwide RIA Hufford
Hufford Financial, which has clients in all 50 states and focuses on dentists, has become the 22nd Focus partner firm.
Focus Financial Takes Stake in $1.3B RIA Firm Colony Group
Boston-based RIA investment marks fourth transaction this year for rollup firm, raises total AUM to $45B.
Focus Financial Buys Midwest RIA Pettinga Financial Advisors
Focus Financial Partners has acquired a large stake in Pettinga Financial Advisors, a wealth management firm based in Evansville, Ind., Reuters reported Tuesday.
Focus Financial Gets $50 Million More in Capital
Rudy Adolf firm extends bank credit facility
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...
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...
Hitting the Milestones
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...
Catching up with...Deb McWhinney
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...
Debbie McWhinney Is Back
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.