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XML Financial Group acquires $1B Collins Investment Group

An unusual recommendation by the wirehouse’s First Clearing unit drove the big succession deal for XML Financial Group. ....

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How high-earning professionals from executives to lawyers can use their salaries to build a mega Roth IRA for retirement

How high-earning professionals from executives to lawyers can use their salaries to build a mega Roth IRA for retirement
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

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Financial Literacy Leader Zogo Launches Pilot with XML Financial Group

Financial Literacy Leader Zogo Launches Pilot with XML Financial Group
prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.

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Financial Literacy Leader Zogo Launches Pilot with XML Financial Group

Financial Literacy Leader Zogo Launches Pilot with XML Financial Group
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Collins Investment Group to Join Focus Partner Firm XML Financial Group, Expanding XML's Presence in the Washington DC Metro-Area

Collins Investment Group to Join Focus Partner Firm XML Financial Group, Expanding XML s Presence in the Washington DC Metro-Area
ACCESSWIRE
02 Jul 2021, 07:31 GMT+10
NEW YORK, NY / ACCESSWIRE / July 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Collins Investment Group ( Collins Investment Group or CIG ), a wealth management practice in Bethesda, Maryland, will join Rockville, Maryland-based Focus partner firm XML Financial Group ( XML ). The transaction is expected to close in the third quarter of 2021, subject to customary closing conditions.
Robert Collins founded Collins Investment Group in 2008 to provide comprehensive wealth and investment management services to high-net-worth clients located across the country. Over the last twenty years, Bob been in included in the Forbes Best-In-State Weal ....

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