• Focus On... Video Series

    October 21, 2024

    Focus On... 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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  • Focus On... Video Series

    June 18, 2024

    Focus On… 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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