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The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.
May 29
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All systems go for more transactions — but the stock market is a wild card.
April 22
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Wirehouses have been losing talent as advisors seek more freedom in how they structure their practices.
March 26
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Focus Financial adds a $4 billion wealth management firm to its expanding roster.
February 27
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Pole-vaulting advisor Mark Cortazzo’s practice marked at least the second hybrid in three months to leave the firm for Mutual Securities.
February 6
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The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.
January 21
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The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18
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Consolidators are doubling and tripling RIAs' five-year performance.
January 18
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'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.
January 9
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The firms dominate the space, but they face headwinds in a changing industry, Cerulli says.
October 31
