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An expanded base of partner RIAs fueled soaring net income and rising debt for the publicly traded aggregator, which is expected to go private at $4.1 billion.
February 16 -
With another potential private equity transaction, the RIA aggregator would make the opposite of the move it made only four years ago.
February 2 -
The RIA aggregator tacked on an additional $21 million in annual revenue through just two of the transactions.
November 4 -
An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.
August 25 -
Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.
August 4 -
The New York-based wealth management firm has a twist on a common definition of growth.
May 5 -
The Colony Group and XML Financial Group are set to bring on an RIA and a wealth management practice, respectively, in the third quarter of 2021. Focus also announced that Sonora Investment Management will join as a partner firm.
July 8 -
The two announcements hours apart came after at least 33 firms with $1 billion or more in client assets changed hands in the first quarter.
July 1 -
The RIA completed seven transactions in the first quarter, along with starting a new international venture in partnership with the billionaire Hinduja family.
May 10 -
Beryllus Capital will provide investment management, banking and real estate advice.
March 23