Focus Financial Partners Inc. has acquired a stake in ARS Wealth Advisors, a registered investment advisory firm managing $704 million in St. Petersburg, Florida.
The transaction, details of which were not disclosed, is expected to close in the third quarter.
ARS Wealth, founded in 1997, is led by CEO Tony Anderson and partners Mike Murray and Drew Swenson.
Second-generation NFL ref Shawn Hochuli co-founded IWM Partners in Irvine, California, a wealth management practice with more than $500M in client assets
U.S. seniors lose $28.3 billion annually as a result of financial exploitation, according to a 2023 AARP study.
Cornerstone Capital and Echo Wealth Management add about $1.7 billion as RIA M&A heads for a record year.
As Robinhood and Schwab roll out AI agents and assistants, a new survey finds advisors still edge out chatbots in terms of client trust.
See which platforms and providers earned 5-Star recognition this year
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
