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Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 trillion or more in client assets.
January 14
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The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.
January 6 -
Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.
November 19
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Combining the two partner firms will create an RIA with more than $50B under management.
May 6 -
Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.
April 30
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The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.
October 23
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The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.
October 20
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They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.
August 7
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Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.
August 3
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The agency views the capital providers as a governance risk, and it says there are industrywide social concerns about enforcement cases and cybersecurity.
June 29
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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
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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
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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
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The RIA acquirer's private equity deal followed a year of sharply rising profits despite slumping stocks and bonds in 2022.
February 27
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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
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With another potential private equity transaction, the RIA aggregator would make the opposite of the move it made only four years ago.
February 2
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The RIA aggregator tacked on an additional $21 million in annual revenue through just two of the transactions.
November 4
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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
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Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.
August 4
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The New York-based wealth management firm has a twist on a common definition of growth.
May 5
