March 31, 2023
Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean’s Presence in the Midwest
Get the detailsMarch 30, 2023
Westcourt Capital to Join Focus as a New Partner Firm, Strengthening Focus’ Partner Presence in Canada
Get the detailsMarch 16, 2023
Hausman Advisors to Join Focus Partner Firm Buckingham Strategic Wealth, Broadening Buckingham’s Presence in the Pacific Northwest
Get the detailsFebruary 27, 2023
PressFocus Financial Partners to be Acquired by Clayton, Dubilier & Rice
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Hotaling Investment Management To Join Focus Partner Firm GYL Financial Synergies, Expanding GYL’s East Coast Presence
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PressCortina Business Management to Join Focus Partner Firm Gelfand, Rennert & Feldman, Further Expanding Gelfand’s Multi-Family Office and Business Management Presence in the Northeast
Get the detailsFebruary 17, 2023
Davis Financial Planning to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham’s North Carolina Presence to Asheville
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Focus Financial Partners Makes a Minority Investment in Luminary Platforms, Inc., a Technology Platform That Brings Efficiency and Integrated Access to Legacy Planning
Get the detailsFebruary 09, 2023
Focus Financial Partners to Release 2022 Fourth Quarter and Full Year Results on February 16
Get the detailsFebruary 02, 2023