Focus Financial Partners is a partnership of 71 independent wealth management firms, most of which are RIAs. Its primary customers are high-net-worth individuals and families, which it competes for ...

Fresh off a major network-wide rebrand, Focus Financial Partners announced a deal to help strengthen one of its wealth hubs' presence in the Pacific Northwest. The behemoth RIA network announced that ...

Envestnet and Dynasty Financial Partners announced a plan to jointly launch a set of tools and services called Advisor Services Exchange. The joint venture will give advisors using Envestnet some ...

Adam Birenbaum Named Incoming Chief Executive Officer, Michael Nathanson to Transition to Chairman ST. LOUIS, December 12, 2025--(BUSINESS WIRE)--Focus Financial Partners ("Focus"), a leading ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners today announced the appointment of Travis Danysh as Chief Strategy Officer, effective immediately. Mr. Danysh has been with Focus for nine years and ...

Gries Financial Partners, a Cleveland-based investment and wealth management company managed by Lansing-based 4100 Group Inc, has acquired Capital Portfolio Advisors located in Dayton, Ohio. The deal ...

The majority investment from Lovell Minnick Partners, a PE firm specializing in high-growth middle-market services and technology companies, marks the first institutional investment in Americana, with ...

Pinnacle Financial Partners recently reported first-quarter 2026 results, with net income rising to US$150 million from US$140 million a year earlier, alongside approved common and preferred dividends ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that it has surpassed $100 billion in platform assets. This milestone is a testament to the quality and character of ...

Elizabeth M. Snyder is a dynamic entrepreneur and community leader, with over 20 years of experience in real estate, financial services, Medicare, Long-Term Care planning, and comprehensive insurance ...

Pinnacle Financial Partners maintained its hold on the Extra Large category while Hospice of the Piedmont won for the first ...