Focus Financial Partners has acquired Rollins Financial, a registered investment adviser headquartered in Atlanta that manages $675 million, in a move that expands Focus Financial's footprint in the Southeast.
Rollins Financial was founded in 1990 by Joe Rollins.
The transaction, the terms of which were not disclosed, is expected to close in the second quarter.
Envestnet Wealth Trading replaces legacy FolioDynamix tools with a unified platform built for portfolio-wide rebalancing
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The same idiosyncrasies that make alts attractive to investors also heighten the importance of due diligence for advisors and firms.
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