-
In what may be the firm's last earnings call before being acquired by private equity firm Clayton, Dubilier & Rice, CEO Rudy Adolf praised Focus' RIA partners.
May 4
-
The founder of a firm that reportedly worked with 13 of the past 15 Super Bowl halftime performers says the transaction undercut the monetization of his company.
April 19
-
Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.
March 3
-
The RIA acquirer's private equity deal followed a year of sharply rising profits despite slumping stocks and bonds in 2022.
February 27
-
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
-
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1
-
Private equity points to the birth of the advisor independence movement as proof they’re in it for the long haul.
April 20
-
The RIA’s revenues blow past $1 billion, but industry observers note fierce competition among rival buyers.
February 20
-
Successful deals are generating a high degree of confidence in the M&A market.
January 21
-
The RIA holding company reports a 30% rise in revenues and 30 M&A deals.
August 8
-
Genstar puts consolidator Mercer Advisors up for sale.
July 11
