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.
Sapient Joins Focus as Partner
Independent fee-based RIA Sapient Private Wealth Management has become a Focus Financial Partner. It is the fourth partner to join Focus Financial Partners, and the eighth deal, including subacquisitions, made by the firm in 2011.
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...