Focus Partners Wealth is integrating key operations of Kovitz Investment Group, while Rothschild Wealth Partners has acquired ...

This announcement follows a year of significant momentum for Jump, including surpassing 20,000 advisors on its platform and securing notable partnerships with Osaic, LPL Financial, Cetera, eMoney, ...

The $500 billion RIA aggregator is rolling out Jump’s AI assistant across 85 affiliate firms after pilot testing showed ...

Focus joins a growing roster of leading firms leveraging VRGL’s platform to power scalable client acquisition. Other clients include Steward Partners, Prospera Financial Services and Sequoia Financial ...

Focus Financial Partners ("Focus"), a leading fiduciary advice company, comprising independent wealth management, multi-family office, and business management services, today announced that Adam ...

Focus Financial Partners CEO Michael Nathanson is stepping down as chief executive and President Adam Birenbaum will succeed him effective Feb. 1, the wealth management company said Friday. Nathanson ...

Michael Nathanson's exit as CEO of Focus Financial Partners is part of the serial acquirer's ongoing internal reorganization. It's also a sign of how difficult that undertaking is, industry experts ...

When The Colony Group, a Boston-based registered investment advisor, announced last fall that it would sell itself to RIA aggregator Focus Financial Partners, Colony CEO Michael Nathanson said his ...

Focus Financial, which has worked to unify its national footprint of advisors, is rolling out a new advisor and client wealth portal for its $95.9 billion Focus Partners Wealth division. Some Focus ...

Adam Birenbaum Named Incoming Chief Executive Officer, Michael Nathanson to Transition to Chairman Focus Financial Partners (“Focus”), a leading fiduciary advice company, comprising independent wealth ...