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RIA Roundup: EP Wealth Buys Lehman & DeRafelo Financial Resources

EP Wealth scooped up a $1B firm in its 2nd acquisition of the year, while almost $900 million in assets changes hands in four other deals announced this week.

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Focus Financial Partners Inc : Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean s Presence in the Midwest

NEW YORK, NY / ACCESSWIRE / March 31, 2023 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Arthur

United statesBingham farmsColleen doyleRege eisamanDavid zaskeRudy adolfCharlie arestiaStefan klotterTina madonInterocean coFinancial partners inc viewInterocean capital groupExchange commissionHead of investor relations corporate communicationsFinancial partners incInvestor relations corporate communications

Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital

Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital .

United statesBingham farmsDavid zaskeColleen doyleTina madonCharlie arestiaRege eisamanRudy adolfHead of investor relations corporate communicationsInvestor relations corporate communicationsFinancial partners incInterocean coNews networkExchange commissionInterocean capital groupFocus financial partners

Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean s Presence in the Midwest

Arthur Zaske and Team to Join Focus Partner Firm InterOcean Capital Group, Enhancing InterOcean s Presence in the Midwest
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Bingham farmsUnited statesColleen doyleDavid zaskeRege eisamanCharlie arestiaRudy adolfTina madonHead of investor relations corporate communicationsFinancial partners incExchange commissionInvestor relations corporate communicationsInterocean capital groupInterocean coFocus financial partnersFinancial partners