Focus Client Solutions News Today

Focus Financial Partners Announces Leadership Appointments as Company ...

/PRNewswire/ -- UPTIQ, a pioneer in holistic wealth management solutions for the financial services industry, today announces that its newest client is Focus...

Focus Financial acquired ARS Wealth Advisors to expand Florida presence.

Focus Financial acquired ARS Wealth Advisors to expand its Florida presence. Focus Financial Partners, a publicly traded RIA consolidator, agreed to acquire ARS Wealth Management, a 24-year-old firm based in St. Petersburg, Fla., according to a Monday announcement.  Details of the transaction were not disclosed, except for the expectation that it will close in the third quarter of 2021. ARS turned to Focus after years of consideration searching for a partner to allow it to increase capi...

Focus Financial Partners Reports First Quarter Results Performance Exceeds Expectations, Reinforcing Strong Momentum NEW YORK, NY / ACCESSWIRE / May 6, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", "we", "us" or "our"), a leading partnership of independent, fiduciary wealth management firms, today reported results for its first quarter ended March 31, 2021. First Quarter 2021 Highlights Organic revenue growth GAAP net income of $2.5 million GAAP basi...

Operator Good morning. I would like to welcome everyone to the Focus Financial Partners 2020 Fourth Quarter and Full Year Earnings Call. Joining todays call are Rudy Adolf, Founder and CEO; Jim Shanahan, Chief Financial Officer; Rusty McGranahan, General Counsel; and Tina Madon, Head of Investor Relations and Corporate Communications. [Operator instructions] As a reminder, this conference is being recorded. Mr. McGranahan. Please go ahead. J. Russell McGranahan -- General Counsel Good morning,...

The latest in financial #AdviserTech — February 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! February 16, 2021 41 MINS This month’s edition kicks off with the big news that Walmart has partnered with Ribbit Capital (one of the fintech venture capital firms that backed Robinhood) to begin creating its own fintech solutions for Walmart customers and employees. That would instantly create one ...

Indie Advisors Banking on Credit, Cash Management Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home. Last month, Orion and Focus Financial Partners announced that they will be providing independent financial advisors with access to a comprehensive suite of banking services, facilitated by a network of 15 financial institutions. A few weeks later, ...

(2) Joint venture will offer advisors a comprehensive approach to addressing clients needs via an open-architecture framework NEW YORK, NY / ACCESSWIRE / January 27, 2021 / Orion Advisor Solutions and Focus Financial Partners Inc. (NASDAQ:FOCS) announced today the formation of an innovative joint venture that will add a competitive array of cash and credit solutions and related services developed by Focus Client Solutions ("FCS") to Orions comprehensive WealthTech platform. FCS, a subsidiary of...