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NEW YORK, NY / ACCESSWIRE / July 18, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of fiduciary wealth management firms, announced today that five advisers with Melbourne-based Escala Partners Limited ( Escala ), a Focus partner firm, and one adviser with Sydney-based Brady & Associates Financial Advisers ( Brady & Associates ), a member of Connectus Wealth Advisers, also a Focus partner firm, were named to the 2021 list of Australia s Top 100 Financial Advisers. The list is based on an extensive, national survey conducted by
The Australian in collaboration with
Barron s and is a guide to the country s leading wealth management advisers. The advisers from both firms named to this year s list have been on it for at least the last three years.
EQS-News: Six Ad .
EQS-News: Six Advisers With Focus Firms Named to the 2021 List of Australia s Top 100 Financial Advisers
vom 19.07.2021, 02:11 Uhr
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Six Advisers With Focus Firms Named to the 2021 List of Australia s Top 100 Financial Advisers
New York, 07/18/2021 / 20:11, EST/EDT - EQS Newswire - Focus Financial Partners
NEW YORK, NY / ACCESSWIRE / July 18, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of fiduciary wealth management firms, announced today that five advisers with Melbourne-based Escala Partners Limited ( Escala ), a Focus partner firm, and one adviser with Sydney-based Brady & Associates Financial Advisers ( Brady & Associates ), a member of Connectus Wealth Advisers, also a Focus partner firm, were named to the 2021 list of Australia s Top 100 Financial Advisers. The list is based on an extensive, national survey conducted by
Six Advisers With Focus Firms Named to the 2021 List of Australia s Top 100 Financial Advisers
New York, EQS Newswire - Focus Financial Partners NEW YORK, NY / ACCESSWIRE / July 19, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ( Focus ), a leading partnership of fiduciary wealth management firms, announced today that five advisers with Melbourne-based Escala Partners Limited ( Escala ), a Focus partner firm, and one adviser with Sydney-based Brady & Associates Financial Advisers ( Brady & Associates ), a member of Connectus Wealth Advisers, also a Focus partner firm, were named to the 2021 list of Australia s Top 100 Financial Advisers . The list is based on an extensive, national survey conducted by The Australian in collaboration with Barron s and is a guide to the country s leading wealth management advisers. The advisers from both firms named to this year s list have
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 Wealth Advisors lis
Sonora Investment Management to Join Focus as a New Partner Firm, Expanding Focus Presence in the Growing Southwest Wealth Market
ACCESSWIRE
02 Jul 2021, 08:31 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 Sonora Investment Management, LLC ( Sonora ), an Arizona-based registered investment adviser (RIA) with offices in Phoenix and Tucson, has entered into an agreement to join the Focus partnership. The transaction is expected to close in the third quarter of 2021, subject to customary closing conditions.
Founded more than thirty years ago and a leading presence in the Southwest, Sonora provides comprehensive investment and wealth management services to a national client base of predominantly high net worth individuals and families. Sonora specializes in customized portfolio construction, including proprietary fundamental researc