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A veteran who helped build the advice profession in Australia, Bongiorno’s passion, generosity and kindness are being remembered by the industry.

Connectus announced the acquisitions of Trident Financial Planning Limited, New England Investment & Retirement Group and MISSO Wealth Management.

Focus CEO Points to Pent-Up Demand for RIA M&A Despite record M&A activity in the RIA space, Focus CEO Rudy Adolf says the industry is 'underconsolidating.' Following a record quarter for RIA M&A activity, Focus Financial Partners said year to date it has added three new partner firms, facilitated three mergers for existing partners and merged two RIAs into its new Connectus Wealth Advisers business, the firm’s in-house RIA with a shared services model. In the first quarter, Focus closed on its deal to acquire Hill Investment Group, a St. Louis–based RIA with $678 million in clien...

Focus Has $1B of Dry Powder as It Looks Globally CEO Rudy Adolf said the firm has $1 billion in firepower as it looks to expand its global footprint through Connectus, its new in-house shared services model. Focus Financial Partners closed out one of its best years for mergers and acquisitions with a total of 25 transactions in 2020—including seven new partner firms and 18 mergers on behalf of its partners. On the firm’s fourth quarter 2020 earnings call, Focus Chairman, Founder and CEO Rudy Adolf said he expects 2021 to be an exceptional M&A year, and the firm has about $1 billio...

UnityLink Financial Services launches new, improved money transfer app UnityLink Financial Services, a Ghanaian owned money transfer company based in the United Kingdom (UK) has released a new money transfer mobile application. The UnityLink money transfer app seeks to provide customers a more convenient, safe, and fast way to send remittances to Ghana quickly and securely. It also provides the best exchange rates and the most economical way to send money into the country. The app, which offers four remittance delivery options – Mobile Money, direct bank deposit, cash pick-up or airtime to...