Insights
FOCUS ON…
A Series Of Conversations From Focus Financial Partners.
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Focus On... Video Series
February 19, 2025
Focus On... The Rise of Alternatives
In our latest episode of Focus On…, I welcomed Tim Connor and Stephen Carlson, Co-Heads of Focus Investment Partners, to discuss the growing importance of alternative investments and how Focus is harnessing the collective strength of our network to deliver high-quality investment solutions, support, and service throughout the Focus partnership.
Watch the video
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February 19, 2025
Focus On... The Rise of Alternatives
In our latest episode of Focus On…, I welcomed Tim Connor and Stephen Carlson, Co-Heads of Focus Investment Partners, to discuss the growing importance of alternative investments and how Focus is harnessing the collective strength of our network to deliver high-quality investment solutions, support, and service throughout the Focus partnership.
Watch the video -
January 21, 2025
Focus On... Episode 4: The Business of Business Longevity
In our latest episode of Focus On..., we tackled one of the most transformative shifts a firm can make: evolving from a practice to an enterprise. For many firms, this journey involves rethinking leadership, operations, business models, and strategies to create a sustainable organization that can extend beyond its founders.
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November 25, 2024
Focus On...Episode 3: The Fiduciary Standard
In our latest episode of Focus On..., we turned our attention to a crucial topic in the world of financial advice: the fiduciary standard. As more clients seek financial guidance, understanding the difference between fiduciary and non-fiduciary advisors becomes increasingly important.
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October 21, 2024
Focus On…Episode 2: The M&A Landscape
In our second episode of Focus On…, we explored mergers and acquisitions (M&A) within the wealth management industry, a subject that has dominated headlines for the past decade. The scale and number of acquirers in our industry continue to rise, with the number of consolidators more than doubling over the last few years.
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June 18, 2024
Focus On…Episode 1: The Value of PE Investment in The Independent RIA Space
In our inaugural episode of Focus On…, we hosted Dan Glaser, Executive Chairman of Focus Financial Partners and an Operating Partner of private equity firm Clayton, Dubilier & Rice. Dan shared insight into the reasons behind and advantages of private equity investment in Registered Investment Advisors.
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