Focus Financial Partners has launched a multifamily office, Beryllus Capital, in a joint venture with Hinduja Group, a diversified Indian conglomerate.
Beryllus, which will have offices in London, Geneva and Singapore, was co-founded by Amit Kotha, former head of RBC Wealth Management’s enterprise strategic clients business in London.
Last year, Focus expanded its footprint to Australia with the acquisition of Melbourne-based Mediq Financial Services, a firm with a niche of serving members of the medical profession.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
