Articles tagged "NFP Advisor Services Group"


HeadlinePublish date

Focus Financial's 'extraordinary' purchase of $16B-AUM SCS Capital and what Stone Point -- both buyer and seller in the deal -- may do to juice its investment

With Stone Point CEO Charles Davis now calling the shots, the RIA roll-up tacks to UHNW-directed RIAs, perhaps for their positioning in selling insurance

May 17, 2017 — 9:06 PM UTC

Stone Point and KKR buy Focus Financial for $2 billion by employing massive leverage

PE giants with loans of about $1 billion -- psyched that the roll-up's roll flow is snowballing in 2017 -- cash out Centerbridge, Polaris, Summit, several advisors and employees

April 19, 2017 — 4:39 AM UTC

'AssetMark' rides again as a $20-billion TAMP with a receding Genworth hangover

Private-equity owners take two months to ditch the 'Genworth Financial Wealth Management' moniker and hope to find the old spark

November 7, 2013 — 5:57 PM UTC

Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest

Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75

March 13, 2012 — 4:09 AM UTC
— There are no additional results —