News, Comment & Analysis results for Focus Financial
Summary Of North American Senior Moves In Wealth Management – May 2026
A roundup of moves, appointments and personnel shifts in the North American market.
Cresset Adds Two Wealth Advisors From Lazard Wealth
The duo, who join the multi-family office as managing directors in Los Angeles and New York
Can Fisher Investments' Marketing Magic Be Replicated?
This news service’s US correspondent sat down recently with Andrew Leneve to talk about the
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
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
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
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
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
Most Interesting Questions For 2026
We gaze into the crystal ball for the main likely trends for the coming 12 months, and also take
The Most Impactful Newsmakers Of 2025
Our US correspondent looks at the people and firms that made some of the most significant news