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.
2 Boston-Area RIAs Merge to Form $1.2 Billion Firm
Argent Wealth and Pillar Financial will continue to focus on HNW and UHNW clients, leveraging scale and complementary services, says Dave DeVoe.
3 Top Advisors Explain Their Retirement Income Strategies
At Think Retirement Income conference, different paths to finding income for clients in a low, but likely rising, interest-rate environment.
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 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.