Articles tagged "Focus Financial"
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Buckingham Asset Management creates a structure with Focus Financial that enables it to roll-up the 120 RIAs that entrust it with $13 billion of DFA TAMP assets
With this co-creation of a de facto ISO-9000 for succession plans, smaller RIAs may have more options and metrics on the back end
November 13, 2012 at 7:07 AM
How the Luminous deal is rocking the recruiting world -- and may set the stage for more fireworks
The former Merrill stars effected an outsized cash deal with First Republic, proving that independence can have monetary rewards to match the psychic ones
November 8, 2012 at 4:39 AM
The RIA M&A market continues to be a no-show, though 2012 pace is ahead of 2011
Only the roll-ups seem to have the focus, knowledge, capital and deadly intent to get results in this market
October 23, 2012 at 3:29 AM
Focus Financial gets its first beachhead in HighTower's backyard -- buying an exhibit-A organic-growth RIA with a hankering to go inorganic
Vestor Capital was born in the 1980s as an accounting firm with a dream, and now Brian Baker wants more
October 12, 2012 at 3:10 AM
What exactly the CEOs of HighTower, Focus Financial and Dynasty Financial revealed when they shared a stage in Las Vegas
Aggregator honchos appeared together under the unloved roll-up tag to highlight differing and evolving facets of their firms
September 25, 2012 at 4:49 AM
Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces
The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth
September 24, 2012 at 5:15 AM
Why sudden wealth at Facebook is gushing into a $17-billion RIA and triggered a merger of two DFA giants
Buckingham Asset Management won a single Facebook employee and now it's all hands on deck as eight teams see prospects -- often til 2 a.m.
September 11, 2012 at 3:15 AM
Focus Financial VC backer says IPO still on the table after private auction yields no sale
After three private equity firms passed on the deal for the $50-billion aggregator, Polaris Venture Partners' Alan Spoon seems to be calling shots and comfortable with its options
September 6, 2012 at 1:53 AM
'Ocean's Eleven'-grade RIA sharpies set to play Vegas at MarketCounsel's 2012 Summit
A remarkably varied lineup of industry A-listers are odds-on to spark lively conversation at the compliance confab
August 31, 2012 at 5:19 AM
Callan terminates a $1-billion RIA as a client after a 20-year run after the RIA turned its competitive guns on Callan
CapGroup Advisors began to subadvise fellow RIAs and make its own UMA products, and Callan saw it as a conflict; the RIA agreed
August 9, 2012 at 5:28 AM
Why the slow-evolving metro New York area is still on course to be the capital of the RIA business
The city's sheer wealth and jungle-like powers of regeneration alone mean that it can stomp San Francisco
August 8, 2012 at 4:02 AM
Even as mired markets stalled Q2 merger deals, private-equity-fueled national acquirers revved up prices
Only eight M&A deals were inked in the second quarter according to Schwab Advisor Services but what there was, was 'cherce'
July 27, 2012 at 4:22 PM
What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake
July 17, 2012 at 3:54 PM
Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm
In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator
May 31, 2012 at 5:45 AM
Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
