People Moves Related to "Corient is set to leapfrog its AUM 135% to $479 billion, largely through European deals; now it's circling back to the U.S. where it all started to buy a giant RIA and lay claim to be the No. 1, global (non-bank, fee-only) wealth manager"
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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
Aug 13, 2022CEO Rudy Adolf sees a 'softening' in multiples after a couple of frothy years when CI Financial dominated headlines and big RIA deals