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The NASDAQ-listed group that owns Escala Partners and several other local advice businesses has been acquired by a private equity firm for more than US$7 billion. ....
Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors, Further Expanding Connectus' Australian Footprint newjerseytelegraph.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from newjerseytelegraph.com Daily Mail and Mail on Sunday newspapers.
New York, 04/27/2021 / - EQS Newswire - Focus Financial Partners
NEW YORK, NY / ACCESSWIRE / April 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers ( Connectus ) has entered into a definitive agreement under which the Aspiri Financial Services Group ( Aspiri ) will join Connectus. This transaction is expected to close in the second quarter of 2021, subject to customary closing conditions. Aspiri is a boutique wealth management firm headquartered in Newstead, Queensland. Founded in 2004 by Gavin Kelly, Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice. The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a dif ....
(0) NEW YORK, NY / ACCESSWIRE / April 26, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers ( Connectus ) has entered into a definitive agreement under which the Aspiri Financial Services Group ( Aspiri ) will join Connectus. This transaction is expected to close in the second quarter of 2021, subject to customary closing conditions. Aspiri is a boutique wealth management firm headquartered in Newstead, Queensland. Founded in 2004 by Gavin Kelly, Aspiri serves high net worth individuals in Queensland and throughout Australia by providing personalized advice, discretionary investment management, superannuation services, estate planning and insurance advice. The firm leverages digital tools and tailored processes to deliver customized, holistic advice and a differentiated client experience. ....