TruClarity is splitting up, with its management solutions business going to Dynasty and its RIA unit going to OneSeven, a Merchant-backed RIA that went independent with TruClarity.
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.
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.