News results for Focus Financial

M and A
January 22, 2021

Mercer Buys Another RIA, Underscores "Meta-Firm" Trend

On the same day that a report came out pointing to record RIA merger and acquisition activity, one

WM Market Reports
January 21, 2021

The Rise Of The “Meta-Firm” – US Wealth Sector M&A Thrives

An organization tracking corporate activity in the RIA industry talks about the growth of

M and A
October 2, 2020

Deals Of The Day: The Latest In Wealth Management M&A - Focus, Fairway, Others

The latest corporate moves, including mergers and acquisitions, within the North American wealth

New Products
May 6, 2020

Advisors Must Sharpen Marketing Communications - Hightower Advisors

The US firm recently set up a platform to help advisors in its embrace to develop their marketing

M and A
January 13, 2020

US Wealth Industry M&A Shoots Lights Out In 2019

The report sheds light on what is driving strong M&A activity in the North American wealth

M and A
October 10, 2019

Wealth Management M&A Decelerated Slightly In Q3, Trend Still Strong

There was a small dip in the pace of wealth management mergers and acquisitions in the latest

People Moves
August 15, 2019

Who's Moving Where In Wealth Management? - Heritage Trust, LPL Financial, Others

The latest moves in wealth management from across North America.

People Moves
June 4, 2019

California Wealth Managers Leave First Republic, Build RIAs

The managers had between them overseen a total of $17 billion of assets, making this one of the

M and A
May 17, 2019

Deals Of The Day: The Latest In Wealth Management M&A - Focus Financial, Hines

The latest M&A deals in wealth management across North America.

Reports
February 21, 2019

Revenues, Income Soars At Focus Financial

The firm, which has added wealth management businesses around the world recently, issued strong

Comment & Analysis results for Focus Financial

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four

Strategy
June 23, 2020

How, When Do Wealth Managers Return To Offices?

A big question that businesses of all kinds face right now is when is the right time to return to

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

M and A
July 19, 2018

Dynasty Sees Bigger RIAs Over Horizon

The rising RIA sector requires capital but that's not easy to unlock from banks. An organization

Technology
April 17, 2015

EXCLUSIVE: Industry Experts Share Their Thoughts On Latest Technology Trends

Here is a summary of some of the key takeaways from the second session of the Family Wealth Report

Wealth Strategies
August 21, 2014

Perspectives On The US Advisor "Breakaway" Trend - Part 1

Family Wealth Report speaks to a number of firms targeting the independent channel about their

Uncategorised
August 15, 2014

INTERVIEW: Rothstein Kass Family Office Spin-Off On Its Sports, Entertainment Client Niche

For Rick Flynn of Flynn Family Office, the world of sports and entertainment professionals has

Strategy
July 24, 2014

EXCLUSIVE INTERVIEW: HNWI Assets To Rise Sharply; Industry Must Grasp Generation Differences - PwC

Getting a strong read on the differences between how generations see wealth is vital in exploiting

Strategy
November 19, 2012

What The Luminous-First Republic Deal Means For The Independent Advice Industry

The verdict among top industry leaders at last week’s Schwab IMPACT conference in Chicago was

Strategy
July 17, 2008

Consolidating in the US – Where Big Business Meets Independent

The consolidator model, or “roll up” as they are sometimes known, is the newest structure to