Focus Financial launches house-brand RIA and its shares spike past $45 on scale play, but will the 70 partner firms accept the change?
The New York roll-up introduces 'Connectus' as an 'evolution,' but industry observers see a real pivot, hence a gamble that imperils existing bets on autonomy's animal force
Author Lisa Shidler December 23, 2020 at 3:38 AM
Jeff Spears
December 23, 2020 — 4:15 PM
My opinion of this has been trumped by the market taking the stock to all time highs. The markets are smarter than Rudy and me.
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Looking past Covid-19 pandemic, Louisiana RIA buys $1-million building after hitting $1 billion in AUM and hiring the town's mayor
Summit Financial Wealth Advisors was sold to Focus Financial in 2014, growing its assets by $400 million since then but keeping staffing about the same
