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Articles tagged "Polaris Ventures"


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Christopher Dean: Our view is that more assets are going to move out of the traditional brokerage channel.

The 19 ways private equity has juiced up the RIA business and how it's working out

RIAs, rollups, technology companies, RIA-friendly IBDs are among the firms soaking up the high-ROI capital

January 2, 2013 at 5:40 PM

Rudy Adolf has made Focus Financial a giant among buyers, but now it may be looking for its own buyer.

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

Rudy Adolf: We have more capital than anyone else in the (advisory-buying) industry.

Focus Financial gains access to 'huge money' -- $320 million in credit

The capital hoard positions the big aggregator to double its advised assets, one observer says

February 1, 2012 at 3:30 PM

David Brochu says in an e-mailed letter: If Focus wants me to leave I will do so.

Brochu drops lawsuit against Focus Financial but $500,000 is still at issue

Rhode Island advisor backs off initial suit after getting most documents

May 27, 2010 at 4:27 AM

David Brochu: I am paying the price for asking questions.

[Updated] David Brochu finds his lawsuit against Focus Financial is a rough experience

The Rhode Island RIA keeps up the legal battle to clarify the size of his firm's equity stake

March 30, 2010 at 5:58 AM

Jim Pratt-Heaney:[Making acquisitions] would be very difficult [to do] on our own.

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

David Brochu's company's lawsuit alleges that Focus Financial is buying transaction-based practices in the NFP mold

StrategicPoint sues Focus Financial for information

RIA claims its holding company is acting too much like National Financial Partners for comfort

December 3, 2009 at 6:26 AM

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