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CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.
June 5 -
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 former United Capital and Goldman Sachs executives who founded the new RIA consolidator chose Kansas City as the location for their first anchor office.
May 3 -
The deal reflects the giant Canadian asset manager's altered approach to expanding in the U.S.
April 27 -
YorkBridge Wealth, which has $1 billion in client assets, brings a team of a half dozen employees under two founding ex-wirehouse advisors.
April 17 -
CEO Jamie Price's team is considering a range of potential strategies that could represent significant changes to the private equity-backed firm.
April 12 -
The private equity-backed independent wealth management firm's liabilities have surged by 87%, but Moody's expects its leverage to fall this year.
March 16 -
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 -
A proposed amendment to the Investment Advisers Act would require planners to vet third-party custodians before entrusting them with clients' cryptocurrency, real estate or other alternative investments.
February 15 -
Research firm Cerulli reports that investing in private equity, real estate and other alternatives was up 23% in 2022.
January 20