Insights
FOCUS ON…
A Series Of Conversations From Focus Financial Partners.
-
Focus On... Video Series
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.
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.
Watch the video -
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.
Watch the video -
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. At Focus, we pride ourselves on being the leading player in this space, having completed over 300 transactions since our founding.
Watch the video -
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. Funds affiliated with CD&R collectively hold a majority stake in Focus.
Watch the video