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Focus Continues to Grow As It Debuts Trust Services

As the firm's strong pace of M&A activity continues, Focus Financial Partners rolls out trust services to its partner firms, ....

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Focus Financial Partners and CI Financial buy huge RIAs

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With wealth management M&A breaking records on multiple metrics, two of the fastest growing RIA aggregators unveiled deals for billion-dollar firms within five hours of each other.
CI Financial struck first on June 28, with the
announcement that the Canadian asset manager and giant entrant to the U.S. wealth management scene is making its
19th RIA acquisition since January 2020 in a deal for Radnor Financial Advisors, a Philadelphia-area firm managing $2.60 billion in client assets. Later, Focus Financial Partners followed up on its
buying Seattle-based Badgley Phelps Wealth Managers, which lists $3.82 billion in assets under management in its latest SEC Form ADV. ....

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