News, Comment & Analysis results for Focus Financial Partners
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
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
The Most Impactful Newsmakers Of 2025
Our US correspondent looks at the people and firms that made some of the most significant news
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
Summary Of Senior North American Wealth Management Moves – October 2025
A round-up of moves, appointments and personnel changes in North American wealth sector during