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NEW YORK, NY / ACCESSWIRE / September 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which MISSO Wealth Management ("MISSO"), a boutique we...
Tom Myers at Focus Partner Firm Bordeaux Wealth Advisors Named to Barron's 2021 List of America's Best Independent Advisors NEW YORK, NY / ACCESSWIRE / September 22, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of fiduciary wealth management firm...
NEW YORK, NY / ACCESSWIRE / September 21, 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 The Planned Approach, Inc. ("TPA"),...
NEW YORK, NY / ACCESSWIRE / September 16, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Cardinal Point Capital Management Inc. and Cardinal Point Wealth Management, LLC (together, ...
NEW YORK, NY / ACCESSWIRE / September 14, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Connectus Wealth Advisers ("Connectus") has entered into a definitive agreement under whic...
NEW YORK, NY / ACCESSWIRE / September 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Ancora Holdings Inc. (together with its subsidiaries, "Ancora"), a premier wealth and inves...
NEW YORK, NY / ACCESSWIRE / August 23, 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 Wechter Feldman Wealth Management, Inc....
NEW YORK, NY / ACCESSWIRE / August 23, 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 Siena Capital Management, LLC, d/b/a Siena...
Soros' 13F portfolio value increased from $5.33B to $5.93B this quarter. The number of positions increased from 229 to 257. Soros increased Amazon.com while reducing QuantumScape and dropping Baidu, Tencent Music Group, ViacomCBS, and Vipshop Holdings. Liberty Broadband at ~12% of...
NEW YORK, NY / ACCESSWIRE / August 9, 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 Legacy Wealth Partners ("Legacy Wealth"...
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NEW YORK, NY / ACCESSWIRE / March 1, 2024 / Focus Financial Partners Inc. ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which GW & Wade, LLC ("GW & Wade"), headq...
NEW YORK, NY / ACCESSWIRE / January 19, 2024 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Wasserman Wealth Management, LLC ("Wasserman Wealth Management...
NEW YORK, NY / ACCESSWIRE / December 15, 2023 / Focus Financial Partners ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Mesa Financial Group, LLC ( "Mesa Financial Group"), a regist...