News

The Chicago-based company has recently been approached by at least one private equity firm interested in acquiring it.

CI’s deal with Corient Capital Partners comes as the Canadian firm released its 2021 Q4 earnings report, boasting significant gains through eight RIA acquisitions.

Board members recently engaged in some metaphorical public shouting and chair throwing.

Jason Howard, Shane Kunz and Chad Horne will create the independent practice Outcome Private Wealth by aligning with Stratos Wealth Partners.

LPL has served banks and credit unions for years, but recently the firm made a concerted effort to broaden their support for these institutions. We talk with Shawn Mihal, the firm’s new head of institution services, on what LPL’s doing.

Focus expects to see 20%-plus annual revenue and adjusted EBITDA growth and an EBITDA margin of 25.5% this year, despite anticipated market volatility.