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CI Financial buys Budros to cinch $74 billion in U.S. assets--if pending deals close--but rival Focus Financial just surpassed $300 billion globally, its CEO says

The Toronto startup rollup has been dominant for about two years in RIA M&A, but Rudy Adolf says his value proposition is more multi-faceted.

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Rudy Adolf: Overall industry M&A momentum is very strong. It just happens to be that ours is even stronger.

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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 at 12:39 AM

New-look Hightower hires Abby Salameh and takes a 'Hurley-style' stake in a $4.8 billion DFA RIA

The Chicago roll-up gets a chief marketing officer who gets RIAs as it becomes part-Dynasty, part- Fiduciary Network in adopting a very 2019 deal structure for LourdMurray

May 3, 2019 at 7:11 PM



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