The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Focus CEO Rudy Adolf says the firm is well positioned to take advantage of a larger trend, where M&A activity is stronger among small and mid-sized RIAs.
Choreo, the Parthenon Capital–backed RIA created earlier this year from the liftout of RSM's wealth business, is acquiring Enso Wealth Management in its first deal since becoming a stand-alone company.
