Focus Financial Partners

The aggregator introduces banking services and says it will continue to acquire new firms.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

The large aggregator faces questions about its future.

Strategic buyers have less cash but more flexibility, experts say.

Still, advisors thinking of selling are urged not to procrastinate.

The aggregator nears $1 billion in revenue.

Concerns mount about the aggregator counting tuck-ins as organic growth.

The following 17 teams oversaw about $75 billion in assets. The firms ending the year with prize recruits include a diverse cast: regional BDs, wirehouses, boutiques and RIAs.

The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.

Aggregator adds a $17B TAMP as Buckingham buys Loring Ward.

CEO Rudy Adolf held the RIA acquirer’s first-ever earnings call, following its $564.8 million IPO, but the firm’s calculations drew questions.

I’ve been watching, with increasing dismay, the trend of outside investors taking ownership of advisory firms.

A high valuation is a mixed blessing, industry analysts say.

The IPO price was lowered, but long-term performance is considered key.

Six of the top 10 advisor recruits — managing roughly $13.2 billion in client assets — have walked out of the wirehouse so far this year.

These mega brokers managed $18 billion in assets at their previous firms.

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

The definition of independence for advisors is changing, according to a new report.

The group is the latest in a long string of wirehouse departures.