Articles tagged "Joel Isaacson"
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Summit Partners is reportedly shopping around its stake in Focus Financial
Focus has wheeled and dealed this year with acquisitions and big lines of credit -- now this
May 24, 2012 at 4:24 AM
Encouraged by early success in New York, Edelman ramps up office openings
Big Virginia RIA sees an opportunity in wirehouse fumbling and he's grabbing it
March 25, 2010 at 5:27 AM
RIAs join Focus Financial with their own acquisition plans
Making purchases is much less scary with a big roll-up at your side
December 16, 2009 at 9:47 PM
StrategicPoint sues Focus Financial for information
RIA claims its holding company is acting too much like National Financial Partners for comfort