Focus Financial Partners Inc. hit a new high in registered investment adviser transactions — 38 — last year and it expects that momentum to continue in the next few years, with a target of more than doubling its annual revenues ...

Focus Financial Partners has launched a customized version of the CAIS Capital alternative investments platform for use by its more than 80 partner firms. The platform offers access to alternative investments, adviser education, independent due diligence and end-to-end digitized transaction ...

Dynasty Financial Partners is turning to the public equity markets to support its strategy of helping wirehouse representatives break away to become independent financial advisers. According to the filing with the Securities and Exchange Commission, St. Petersburgh, Florida-based Dynasty is ...

Focus Financial Partners is acquiring Alley Co., a Lake Forest, Illinois-based advisory firm with $585 million in client assets. Founded in 1998, Alley specializes in separate account investment management, customizing and managing proprietary investment portfolios and providing asset allocation advice ...

After several years of new highs in the number of mergers and acquisitions involving registered investment advisers, Rudy Adolf, founder and CEO of Focus Financial Partners Inc., sees no abatement in deal-making. “The overall pipeline could not be stronger,” Adolf ...

Focus Financial Partners Inc. continues to snap up wealth management firms, and on Thursday morning said it had reached an agreement to buy Ullmann Wealth Partners of Jacksonville Beach, Fla. with $582 million in client assets. Terms of the deal ...

Jeff Sheldon launched his advisory firm, Cardinal Point Wealth Management, 12 years ago after witnessing the tax and estate planning challenges facing Canadian retirees who live part of the year in the United States. “I was seeing firms that I ...

Focus Financial Partners, an investor in registered investment advisory firms, is buying a stake in The Planned Approach, a Kansas City, Missouri, RIA managing $266 million. The acquisition, the terms of which were not disclosed, is expected to close in ...

Focus Financial Partners is acquiring a $1.2 billion Canadian wealth management business that operates in both the U.S. and Canada. The acquisition of Cardinal Point Management and Cardinal Point Wealth Management will represent Focus’ 78th acquisitions, adding to its more ...

Connectus Wealth Advisers, a Cincinnati, Ohio-based registered investment advisory firm managing $909 million, has agreed to acquire an interest in NorthCoast Asset Management, a Greenwich, Connecticut-based RIA firm managing $2.1 billion. The transaction, the terms of which were not disclosed, ...