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Registered Rep.
March 1, 2007 |
Gobbling Up RIAs The RIA holding company Focus Financial recently snatched up three more firms, bringing total acquisitions to 9 and assets under management to $15 billion.   |
Registered Rep.
February 1, 2012
Jerry Gleeson |
Focus Financial Obtains New Credit Line for Acquisitions Focus Financial Partners' pockets just got a lot deeper. A consortium of banks approved a credit facility of up to $320 million for the New York City-based registered investment advisor aggregator, almost double the size of its previous facility of $155 million. |
Registered Rep.
February 2, 2011
Diana Britton |
RIA M&A Hits Record in 2010, More To Come In 2011 Registered investment advisory firms were furiously busy getting hitched last year: they did the highest number of merger and acquisition deals recorded in at least seven years. |
Registered Rep.
July 5, 2011
Jerry Gleeson |
Schwab Finds RIAs Posted Record 2010 Revenue, AUM Average profits surged 45 percent last year among registered investment advisors surveyed, but don't look for a repeat of this year. |
Financial Advisor
June 2006
Cort Smith |
Focused On Big Focus Financial has become one of the largest RIAs only months after it opened its doors. Founder Rudy Adolf says they're just getting started. |
Investment Advisor
June 2008
James J. Green |
Catching up with...Deb McWhinney A conversation with Schwab's former institutional president, on her new position with Focus Financial Partners. |
Registered Rep.
June 22, 2006
Halah Touryalai |
Focus Financial Acquires Two More Firms The New York wealth-management roll-up continued its spectacular growth by adding two more firms to its collection. |
Financial Advisor
July 2011
Bernie Clark |
A Record Year For RIAs Discipline both on the expense and client care sides has created sound business practices for an evolving RIA industry. |
Registered Rep.
September 27, 2011
Jerry Gleeson |
Want More Prospecting Time? Integrate Your Tech, Study Says The cost of inefficient technology integration at registered investment advisor practices may be more than you would think. |
Registered Rep.
September 16, 2011
Jerry Gleeson |
RIA Interest in Financial Planning Grows, Industry Data Suggests Financial planning activities are playing a growing role in the service offerings of registered investment advisors. |
Fast Company
December 2000
Tony Schwartz |
Life/Work I was curious about how a young, hard-charging, rapidly growing company could demand such high performance from its employees, still treat them humanely, and inspire their loyalty... |
Registered Rep.
November 29, 2010
Charles Paikert |
First Republic Set To Go Public Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. |
National Real Estate Investor
November 1, 2004
Paula Widholm |
Private Equity Gets in on Gaming Colony Capital LLC plans to apply its familiar strategy; buying properties, upgrading and selling them, to the purchase of four casinos from Harrah's Entertainment and Caesars Entertainment in a deal valued at $1.24 billion. |
BusinessWeek
March 24, 2011
Kelly & Westbrook |
Libya Has $70 Billion to Invest -- and No Takers Private equity firms such as California's Colony Capital once courted Libyan investments, but backed off before the war broke out. |
