Articles tagged "Focus Financial"
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What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake
July 17, 2012 at 3:54 PM
Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
May 31, 2012 at 5:45 AM
Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
May 24, 2012 at 4:24 AM
Merrill Lynch springs a 62-advisor, $13 billion asset leak in the first quarter
February was a cruel month for the wirehouse as payouts and retention bonuses came due; UBS came out smelling like a rose
April 17, 2012 at 5:25 AM
AMG makes a dramatic entry into wealth management arena, buying majority stake in $10B Veritable
Veritable LP is the first in a series of very big RIAs the giant asset management firm has its eye on
March 21, 2012 at 5:42 AM
Former Fidelity rainmaker lands at Schwab after both big custodians reshuffle their East Coast staffing
Scott D'Alessandro could boost Schwab's efforts to gain better traction with aggregators like United Capital and HighTower
March 20, 2012 at 5:00 AM
A $2 billion, 69-year-old Merrill Lynch advisor passes up the gold watch in favor of breaking away
Fearing the loss of massive public accounts, John Beirne swallowed the idea of independence with help from Focus Financial
February 16, 2012 at 4:33 AM
Focus Financial gains access to 'huge money' -- $320 million in credit
The capital hoard positions the big aggregator to double its advised assets, one observer says
February 1, 2012 at 3:30 PM
Second ex-Fidelity exec in a year nabbed by Focus Financial
Garry Taylor's hire comes as Focus shifts it emphasis from acquiring existing RIAs to luring breakaway brokers
January 20, 2012 at 5:01 AM
The 10 most influential figures in the RIA business going into 2012, Part 2
These advisors and executives made dramatic moves that advanced the business of registered investment advisors
January 4, 2012 at 5:46 AM
An East Coast editor travels to the Bay Area to see the RIABiz team in action
In which your correspondent sees the day-to-day operations of RIABiz, not to mention a coyote
December 29, 2011 at 3:59 PM
RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees
Panelists discuss pitfalls to avoid if you're thinking of selling your RIA
November 7, 2011 at 3:10 AM
Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator
October 18, 2011 at 2:15 PM
CONCERT Wealth Management nabbed 12 wirehouse teams in the last 12 months and this wirehouse-lite is just getting started
The San Jose-based firm targets advisors with as little as $100 million and it doubled in size in the last year
September 27, 2011 at 4:32 AM
A look inside Focus Financial's big deal with The Colony Group
The Boston RIA put the big New York aggregator under a microscope and used high-end lawyers and investment bankers for added vetting
