January 25, 2023

Newman Schimel to Join Focus Partner Firm Kovitz Investment Group, Expanding Kovitz’s Greater Chicago Area Presence in its Second Transaction Announced in 2023

January 10, 2023

Financial Partners Capital Management to Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL’s Scale and Establish Its New York City Presence

January 6, 2023

Oxford Financial Partners Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham’s First Office in Cincinnati, Ohio

January 5, 2023

Origin Investments to Join Forces with Focus Partner Firm Kovitz Investment Group in a Strategic Transaction to Expand Kovitz’s Private Real Estate Investment Solutions

December 27, 2022

Cooper Lapman to Join Focus Partner Firm The Colony Group, Expanding Colony’s Substantial Boston Presence in its Second Strategic Transaction Announced in 2022

December 23, 2022

Convergent Financial Strategies to Join Focus Partner Firm Buckingham Strategic Wealth, Creating a New Presence in Philadelphia Wealth Market

December 2, 2022

Regent Investment Management to Join Focus Partner Firm Bartlett & Co. Wealth Management, Expanding Its Midwest Presence

November 29, 2022

Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen, Further Expanding HoyleCohen’s Presence in the San Diego Wealth Management Market

November 28, 2022

Focus Financial Partners Closes Credit Refinancing, Raising New Term Loan and Extending Maturities and Increasing Financial Flexibility

November 22, 2022

Clintsman Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth, Strengthening Buckingham’s Presence in the Dallas/Forth Worth Area