News, Comment & Analysis results for Focus Financial

Strategy
July 10, 2026

Can Fisher Investments' Marketing Magic Be Replicated?

This news service’s US correspondent sat down recently with Andrew Leneve to talk about the

M and A
July 6, 2026

Focus Financial Trio Complete $10 Billion-Plus AuM Merger

The move is an example of how Focus Financial Partners has been converting many of its

Strategy
June 10, 2026

ANALYSIS: Is Private Equity Capital Losing Its Charm For Wealth Managers?

While the influx of private equity money into the North American wealth management sector is a well

Strategy
May 11, 2026

Huge Valuation Gap Holding Up AlTi Global Sale

Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –

People Moves
May 8, 2026

Who's Moving Where In Wealth Management? – Wilde Wealth Management, Bogart Wealth, Others

The latest senior wealth management industry moves, personnel changes and appointments in North

Surveys
January 8, 2026

Which Private Equity-Backed Wealth Firms Might Have "Investment Shift" In 2026?

With private equity ownership now being a major factor in North American wealth management, the

Strategy
December 23, 2025

Most Interesting Questions For 2026

We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take

Strategy
December 22, 2025

The Most Impactful Newsmakers Of 2025

Our US correspondent looks at the people and firms that made some of the most significant news

Strategy
December 17, 2025

Latest RIA IPO: Harbinger Or Outlier?  

The US firm's foray into the listed stock market raises fresh debate on whether this route is

Strategy
December 16, 2025

Nathanson’s Sudden Exit As Focus CEO Surprises – And Puzzles – RIA Industry

Our US correspondent delves into the exit of Focus Financial Partner's CEO, the possible reasons

Comment & Analysis results for Focus Financial

Strategy
February 8, 2023

What Does PE Buyout Of Focus Financial Mean For RIAs?

This news service delves into the details around the recently-reported private equity bid for