Page 2 - Focus Client Solutions News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Operator Good morning. I would like to welcome everyone to the Focus Financial Partners 2020 Fourth Quarter and Full Year Earnings Call. Joining today's 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, everyone. Before we begin, let me remind you that during the course of this call, we may make a nu...

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 of the largest distribution platforms for a fintech solution (as Walmart reaches nearly 40% of all A...

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, Envestnet | MoneyGuide and MaxMyInterest revealed their own integration, with yet another yield-boos...

(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 Orion's comprehensive WealthTech platform. FCS, a subsidiary of Focus Financial Partners, LLC, has developed relationships with a national network of banks and n...