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.
Leo Kelly, the founder and CEO of Verdence Capital Advisors, discusses life after Merrill and the choice to “breakaway” twice: first by joining Hightower and 5 years later by launching an RIA.
RIAs are more likely to add a new custodial relationship than unwind an existing one, presenting an opportunity for emerging custodians to make inroads, according to a new Cerulli report.
