Jan 24, 2013
How three small firms backed with big-time M&A muscle brought in $450 million with strategic buys
There are vivid back stories behind each Focus-owned firm's deal; taken together they could show the way forward for the aggregator model
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JFS Wealth Advisors
4 articles
Articles tagged "JFS Wealth Advisors"
Sep 10, 2012
Focus Financial firms play a lively game of ping-pong with the Broker Protocol
Focus and its biggest RIA, Buckingham, exited the Protocol this summer while Lori Van Dusen signed on, but there's no change in its strategy to go after breakaway brokers, co-founder says
Apr 27, 2010
RIAs are starting to create their own 401(k) companies as alternatives to John Hancock and The Principal
Capital Directions is building a TAMP for advisors that want to get into the 401(k) business
Feb 4, 2010
An ex-wirehouse broker and a regulatory lawyer divulge breakaway insights at TD Ameritrade conference
Burns recommends to TD breakaway prospects that they resist discussing with clients the reasons they broke away
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