a series of conversations from
FEATURED EPISODE
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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. For this conversation, I was joined by Anil Abraham,…
Episodes
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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…
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Episode 1 | The Value of PE Investment in The Independent RIA Space
2004 was a meaningful year for the RIA industry, as it was the year that Focus Financial Partners was founded. Coincidentally, it was also the year in which I transitioned from a long career as a tax lawyer to an even longer career as an RIA executive; and I’ve been…