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Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.
With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?
A federal court found New York-based Adam Belardino guilty of embezzlement and defrauding several investors, as well as employees at his firm in a series of schemes.
The Mather Group has grown by more than 700% over the past five years, due to an active M&A pipeline, a mysterious lead-generation strategy and a 'truly professional' CEO.
The acquisition of Prosperity Advisors, an OSJ led by Paul Ewing, is the second such minority deal for Cetera and part of the firm's new partner practice program.
