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Financial planning community pays tribute to Tony Bongiorno

A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry. ....

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Focus Financial's Connectus Acquires 3 Firms in 3 days

Connectus announced the acquisitions of Trident Financial Planning Limited, New England Investment & Retirement Group and MISSO Wealth Management. ....

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Focus Financial's Connectus Acquires $3B Connecticut RIA

Focus Financial's Connectus Acquires $3B Connecticut RIA
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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How a Nasdaq giant missed its moment to shake up Aussie wealth

How a Nasdaq giant missed its moment to shake up Aussie wealth
afr.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from afr.com Daily Mail and Mail on Sunday newspapers.

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Focus CEO Points to Pent-Up Demand for RIA M&A

Focus CEO Points to Pent-Up Demand for RIA M&A
Despite record M&A activity in the RIA space, Focus CEO Rudy Adolf says the industry is underconsolidating.
Following a record quarter for RIA M&A activity, Focus Financial Partners said year to date it has added three new partner firms, facilitated three mergers for existing partners and merged two RIAs into its new Connectus Wealth Advisers business, the firm’s in-house RIA with a shared services model.
In the first quarter, Focus closed on its deal to acquire Hill Investment Group, a St. Louis–based RIA with $678 million in client assets. In addition, the firm’s Connectus division acquired U.K.-based Watterson Financial Planning. ....

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