Kovitz Investment Group will be known as Kovitz, a Focus Partners Firm. SCS Financial will be known as SCS Financial, Focus ...
In June, Focus shifted Connectus Wealth Advisers’ U.S.-based business lines into The Colony Group and Kovitz Investment Group ...
Michael Nathanson, CEO of the RIA aggregator, envisions a day in the not-distant future when firms like his will sit on $1 ...
Focus Financial Partners is kicking off the new year with a name change and rebranding as it eyes more growth and a return to ...
Focus, in August 2023, was sold to private equity firms Clayton, Dubilier and Rice and Stone Point Capital for more than $7 billion in cash, a deal which took the firm private. All three of the firm’s ...