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Articles tagged "Focus Financial"


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Jessica Bibliowicz is taking big steps to keep her company out of the red
February 10, 2010 at 5:33 AM

Frank Shull: Our pipeline is very full.

Focus Financial looks more like a consolidator-of-consolidators as its partner firms go on buying sprees

Lara, Shull pulls off five deals to nearly double its assets in a year

February 9, 2010 at 5:36 AM

Bridgewater Wealth has long experience reining in athletes and their money

[UPDATED] Focus Financial breaks into the American sports world with its latest RIA deal

Bridgewater purchase gives New York roll-up specialized knowledge of managing sudden fortunes accumulated in sporting world

January 20, 2010 at 6:10 AM

Malcolm Gladwell's insights on entrepreneurs in last week's New Yorker pertain to RIAs

What RIAs can learn from Malcolm Gladwell’s writings on entrepreneurs as risk averse

RIAs' success as entrepreneurs is in keeping with studies covered in a New Yorker article

January 20, 2010 at 5:18 AM

Jim Pratt-Heaney:[Making acquisitions] would be very difficult [to do] on our own.

RIAs join Focus Financial with their own acquisition plans

Making purchases is much less scary with a big roll-up at your side

December 16, 2009 at 9:47 PM

David Brochu's company's lawsuit alleges that Focus Financial is buying transaction-based practices in the NFP mold

StrategicPoint sues Focus Financial for information

RIA claims its holding company is acting too much like National Financial Partners for comfort

December 3, 2009 at 6:26 AM

Rudy Adolf: Some people just want to make a lot of noise

What's really going on with Focus Financial?

Somebody is going to be unhappy in a large organization, Adolf says

November 30, 2009 at 6:17 AM

Like Tom Turkey, many RIAs were thankful to survive 2009

Taking A Break From the Turkey?

RIABiz's top 10 stories from the past month offer a window into what RIAs care about

November 26, 2009 at 4:28 AM

Doug Swope: There’s no independence per se [at a wirehouse]. You’re [restricted] by the [inventory of] products.

Independent-within-Smith Barney breaks away after hitting wall

Former Smith Barney peers light fuse for Swope independence

November 18, 2009 at 6:17 AM

Ed Friedman: “We ask them, do you really need somebody just to get lunch and coffee?”
October 27, 2009 at 4:13 AM

Brian Hamburger: “I’ve been critical of investment advisers. I don’t think they’ve taken advantage of this time [of upheaval].”

Merger and breakaway experts convene near Princeton at old Merrill Lynch lair

Attendees will shares notes on how to dismantle wirehouse salesforces

October 22, 2009 at 3:31 AM

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