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News, Comment & Analysis results for Kovitz Investment Group

M and A
May 30, 2025

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

Strategy
January 15, 2025

Focus Rebrand Strengthens Drive To National Prominence

Our US correspondent examines a rebranding exercise that Focus has carried out after its move a

Strategy
November 21, 2024

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

M and A
July 16, 2024

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

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

Strategy
February 6, 2024

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

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Family Offices And AI: Use “Soft Side” And “Decomposition” More; “Vibe Coding” Less

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