Focus Financial Partners is kicking off the new year with a name change and rebranding as it eyes more growth and a return to ...
Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 ...
In June, Focus shifted Connectus Wealth Advisers’ U.S.-based business lines into The Colony Group and Kovitz Investment Group ...
Kovitz Investment Group will be known as Kovitz, a Focus Partners Firm. SCS Financial will be known as SCS Financial, Focus ...
Focus Financial Partners has named Cardinal Point Capital Management in Toronto as its first Canadian “hub.” The move is another step in Focus’ transformation since being taken private in 2023.