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Articles tagged "Strategic Wealth Partners"

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Mitchell Kovitz: With access to Focus’ resources and capital, we believe Kovitz will be able to enter into its next phase of growth while maintaining our independence.

Focus Financial bags $3.1 billion, 50-person RIA and why it 'really is impressive'

Kovitz Investment Group becomes the roll-up's fourth Chicago holding -- and maybe the most ambitious

January 15, 2016 at 3:20 PM
Michael Karmin only joined a $760 million RIA a few days ago from Northern Trust and he was all ears at the Fidelity educational event.

Fidelity goes deep dish on marketing in Chicago with 25 advisors -- including how to make bios more punchy and casual

A hard-charging 86-year-old advisor and a Twitter-savvy 28-year-old were among the kaleidoscope of characters who showed up

March 23, 2012 at 3:20 PM
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