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Articles tagged "NFP Advisor Services Group"


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Stone Point CEO Chuck Davis has insurer DNA having served on the board of The Progressive Corp.

Focus Financial's 'extraordinary' purchase of $16B-AUM SCS Capital and what Stone Point -- both buyer and seller in the deal -- may do to juice its investment

With Stone Point CEO Charles Davis now calling the shots, the RIA roll-up tacks to UHNW-directed RIAs, perhaps for their positioning in selling insurance

May 17, 2017 at 9:06 PM

Rudy Adolf: A key reason for our partnership is the vision we share for continued growth.

Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage

PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees

April 19, 2017 at 4:39 AM

Gurinder Ahluwalia: The advisors are excited for us. Now they want to see what comes from this.

'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover

Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark

November 7, 2013 at 5:57 PM

James Poer: That's why we're partnering with Fidelity -- because of what they bring to the table.

Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest

Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75

March 13, 2012 at 4:09 AM

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