Focus Financial Partners, a registered investment advisory holding company, has entered into an agreement to acquire Integer Wealth Advisors Group, an RIA managing $310 million with offices in Philadelphia, Pennsylvania and Atlanta, Georgia.
Integer will become part of JFS Wealth Advisors, a Focus-owned RIA based in Doylestown, Pennsylvania.
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The proposal would end decades of paper-first delivery rules, but keeps a paper opt-out and draws early praise from fund and annuity industry groups.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
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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
