Focus Partners Wealth is integrating key operations of Kovitz Investment Group, while Rothschild Wealth Partners has acquired ...

Fresh off a major network-wide rebrand, Focus Financial Partners announced a deal to help strengthen one of its wealth hubs' presence in the Pacific Northwest. The behemoth RIA network announced that ...

Bordeaux Wealth Advisors, a $5.6 billion AUM RIA in Menlo Park, Calif., has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, according to a LinkedIn post. Bordeaux joined ...

In this role, she will have responsibility for providing macroeconomic, private markets, and portfolio management insights to wealth advisors and individual investors Amoroso joins Partners Group from ...