Focus Financial
Focus partner firm takes over TMD & Associates
One Charles Private Wealth Services, a partner firm of Focus Financial Partners, has agreed to acquire wealth manager TMD &…
Focus adds Stevens First Principles Investment Advisors to its network
Focus Financial Partners has expanded its footprint with the addition of California-based Stevens First Principles Investment Advisors. Stevens tends to…
Focus Financial adds Steinberg Global Asset Management to its stable
Focus Financial Partners has added Steinberg Global Asset Management (SGAM), a Florida-based investment advisory business, to its network. SGAM will…
Focus Financial to buy Bullard, McLeod and Associates
Focus Financial Partners has agreed to acquire Bullard, McLeod and Associates (BMA), a New York-based investment manager. BMA, set up…
Focus Financial acquires minority stake in fintech firm SmartAsset
Wealth manager Focus Financial Partners has bought a minority stake in New York-based fintech firm SmartAsset. The financial terms of…
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Wealth manager Focus Financial files for IPO to raise $100m
RIA aggregator Focus Financial Partners has filed for an initial public offering (IPO) with the U.S. Securities and Exchange Commission…