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Combining the two partner firms will create an RIA with more than $50B under management.
May 6
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Michael Nathanson will replace interim chief Dan Glaser but remain the chief of The Colony Group as the RIA aggregator consolidates its ranks out of the public eye.
April 30 -
The registered investment advisory firm aggregator is seeking a replacement CEO after going private in August.
October 23 -
The number of wealthy Asian Americans is growing. But most RIAs courting them are missing a key approach, according to one firm that is doing it differently.
October 20 -
They will take "senior advisor positions" upon Clayton, Dubilier's deal to take the RIA consolidator private — a deal netting them tens of millions of dollars.
August 7 -
Interest rates, compensation and costs relating to the firm's pending deal to go private tore a hole in the RIA aggregator's earnings for the second quarter.
August 3 -
The agency views the capital providers as a governance risk, and it says there are industrywide social concerns about enforcement cases and cybersecurity.
June 29 -
In what may be the firm's last earnings call before being acquired by private equity firm Clayton, Dubilier & Rice, CEO Rudy Adolf praised Focus' RIA partners.
May 4 -
The founder of a firm that reportedly worked with 13 of the past 15 Super Bowl halftime performers says the transaction undercut the monetization of his company.
April 19 -
Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.
March 3
