RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Geller Group finds its white knight within the Focus Financial family

The DOL investigation goes on but -- undeterred -- a Massachusetts company takes the TPA under its wing

Thursday, November 4, 2010 – 6:24 AM by Brooke Southall
Admin:
0 Comments
no description available
John Carnevale: This makes us an 800-pound gorilla for what we do.

Related Moves

With RIA valuations ticking down and successions ticking up, Focus Financial deep sixes 'drunken sailor' pause, forgoes buyback plan and adds a CEO

CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals

August 13, 2022 – 12:39 AM

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

December 17, 2020 – 3:02 AM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo