Kovitz Investment Group will be known as Kovitz, a Focus Partners Firm. SCS Financial will be known as SCS Financial, Focus Partners Family Office and OCIO. Gelfand, Rennert & Feldman will be known as ...

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 M&A activity. The company, which was taken private in 2023, says it will ...

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 ...