News, Comment & Analysis results for Kovitz Investment Group
Focus Financial Makes First External M&A Foray Since Rebrand
This is the first external firm to be acquired by Focus since it held its brand refresh at the
Focus Rebrand Strengthens Drive To National Prominence
Our US correspondent examines a rebranding exercise that Focus has carried out after its move a
Behind The Scenes: Private Equity Chief Offers Rare Insight Into RIA Strategy
Our US correspondent, who is reporting from the annual IMPACT conference of Charles Schwab in San
Mid-year RIA M&A Market Report: Winners, Losers And Trends
After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has
RIA Blockbuster: Colony Merges With Buckingham
Our US correspondent dives into the details of a large M&A deal in the North American wealth
EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act
The newly-installed president of Focus Financial gives his first interview since being named in the
Comment & Analysis results for Kovitz Investment Group
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m