News, Comment & Analysis results for Focus Financial

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
September 10, 2024

Summary Of North American M&A In Wealth Management – April, May And June 2024

A summary of M&A moves in the second quarter of 2024.

People Moves
September 5, 2024

Who's Moving Where In Wealth Management? – Cetera, Gresham, Others

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

M and A
July 24, 2024

Alternative Investment House Buys Stake In $2.6 Billion RIA; M&A Growth Remains Strong

A deal announced yesterday is another example of the vigorous M&A activity that has been a feature

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

M and A
April 24, 2024

Wealth Management M&A Volumes Seen Rising; Private Equity Dominates Deals

A regular report on how vigorous the merger and acquisitions market is for North America points to

M and A
March 21, 2024

RIA Mergers, Acquisitions Hold Up Despite Chill Winds; Optimistic Tone – Study

A report examines the forces shaping mergers and acquisition activity in the North American wealth

M and A
February 20, 2024

Private Equity’s Iron Grip On RIAs Grows

Fresh data shows that in 2023, and early this year, private equity is an increasingly dominant

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 Focus Financial