Displaying 24 results
Focus announces another Colony Group merger
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Focus chugs along with hub merger strategy
The latest intra-network consolidation, involving a HNW and retirement plan practice in Illinois, is set to form a $14.5B wealth firm.
Bordeaux expands aerospace focus with merger
The Focus partner firm is eyeing more business from high-flying industry execs as it joins forces with another RIA in Washington.
Flourish tightens ties with Focus under new tech partnership
Deal expanding access to tech solution comes as the independent wealth network eyes a new chapter of growth.
Goldman Sachs sued again by Hollywood business managers
Following a failed California lawsuit, M&A client is trying again in New York.
Focus Financial names new executives
Its new vice chairman and president are both leaders of Focus firms.
RIAs to have a rollicking year
In the wake of Fisher Investments deal chatter, 2024 will likely be studded with significant transactions involving registered investment advisors.
Focus Financial Partners says it’s being bought, as expected
The firm, which has been a dealmaking machine since it launched in 2004, will go private as a result of its acquisition by private equity manager Clayton Dubilier & Rice.
Focus Financial to be acquired by Clayton Dubilier in $7 billion deal
Shareholders in Focus will receive $53 in cash per share, and Stone Point Capital has agreed to retain a portion of its investment in Focus.
Dynasty IPO is still in the cards, Shirl Penney says
Despite Dynasty's sales of minority ownership stakes to Schwab and a private equity investor, a public stock offering is still the best long-term strategy for the platform, the CEO says.
Focus Financial borrows $800 million in push to acquire more RIAs
Citing a robust pipeline of potential deals, the aggregator raised its debt level to $2.4 billion in order to stay active in the M&A space.
Biden tax hike could boost RIA M&A: Rudy Adolf
President Joe Biden is considering a proposal to almost doubling the capital gains tax rate for wealthy individuals to 39.6%. The looming increase could add urgency to the market.
Focus Financial acquires $675 million RIA
Atlanta-based Rollins Financial, founded in 1990, joins the partnership.
Focus Financial launches secondary offering
Employees and principals of its partner firms will receive the sale proceeds.
Focus Financial sees another bang-up year for RIA M&A in 2021
'Our pipeline is excellent,' said CEO Rudy Adolf during a conference call Thursday morning. 'Quite frankly, in many ways, we are busier than ever.'
The latest in financial #AdviserTech — February 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Not even pandemic can derail record level of RIA consolidation
The slowdown in March turned out to be just brief bump in the road for buyers and sellers in the wealth management space.
Focus Financial takes stake in $677 million Missouri RIA
Hill Investment Group in St. Louis, which was founded in 2005, becomes its latest partner firm.
Focus unit to acquire British planning firm
Watterson Financial Planning is the firm's first acquisition in the UK
Focus Financial firm to acquire $723 million RIA
Horan Capital Management will become part of Connectus Wealth Advisers
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