Articles tagged "JFS Wealth Advisors"

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How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys

There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model

January 24, 2013 — 8:04 PM UTC

Focus Financial firms play a lively game of ping-pong with the Broker Protocol

Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says

September 10, 2012 — 4:31 PM UTC

RIAs are starting to create their own 401(k) companies as alternatives to John Hancock and The Principal

Capital Directions is building a TAMP for advisors that want to get into the 401(k) business

April 27, 2010 — 6:20 AM UTC

An ex-wirehouse broker and a regulatory lawyer divulge breakaway insights at TD Ameritrade conference

Burns recommends to TD breakaway prospects that they resist discussing with clients the reasons they broke away

February 4, 2010 — 5:22 AM UTC
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