Focus Financial Partners

Don’t miss Molly Bennard, CPA, CFA, President of International Operations at Focus Financial Partners, at RIA Edge (Part of Wealth Management EDGE) West this week! She’ll be speaking on Wednesday’s panel, “What Now? After the Deal is Done...,” where she’ll discuss strategies for overcoming post-deal challenges and ensuring long-term success. See the full agenda below: Agenda - RIA West Day 3 | RIA Edge West (informaconnect.com) #RIAEdgeWest 

We’re hiring! Join our expanding M&A team, which has two new exciting opportunities available. We are seeking entrepreneurial-minded professionals with expertise in M&A or corporate finance for the following positions: Associate, M&A – NY or SF Vice President, M&A – NY, SF, or Austin Apply now or reach out to Matthew Sackett, Talent Consultant at Focus Financial Partners, with any questions! https://lnkd.in/e5BZyMps

Today, we announced that Fort Pitt Capital Group will officially join fellow Focus firm Kovitz.   Headquartered in Pittsburgh, PA, Fort Pitt has been a partner firm since 2015 and offers comprehensive financial advice through a holistic approach to fiduciary wealth management.   The team has grown tremendously over nearly three decades and continues to attract top talent by putting clients first.   Through this transaction, Fort Pitt will gain access to Kovitz’s extensive tools and investment capabilities, while Kovitz will be joined by Fort Pitt’s talented leadership and advisory teams. Together, they will expand their ability to deliver outstanding service and customized portfolio management to better meet the evolving needs of clients.   Read the full press release here: https://lnkd.in/epwhu9J7

Yesterday, I had the pleasure of speaking at the BNY Pershing Wealth M&A Forum, where industry leaders gathered to discuss key trends shaping the wealth industry. I joined the "360 View" panel alongside Claire O'Keefe, Bob Oros, and Jeffrey Vivacqua, moderated by Jack Otter of Barron's’s.   We explored how RIAs, broker-dealers, banks, and private equity firms are addressing the growing complexity and volume of M&A activity to achieve long-term success.    Thanks to Ben Harrison for a great event and to everyone who attended the panel for a great conversation—looking forward to next year!

Today we announced that Custom Portfolio Group (CPG) will join our partner firm Transform Wealth. CPG, an independent investment management and wealth planning firm specializing in wealth planning, retirement advice, and strategic investing, offers innovative solutions to individuals, families, non-profits, and businesses. This transaction, set to close in Q4 of 2024, will unite two like-minded firms, enhancing their client service offerings through additional resources and expertise. CPG will benefit from Transform’s financial planning and advisory capabilities, while Transform will expand its strong presence in Colorado. Read the full announcement here: https://lnkd.in/eitXpU4t

Congratulations to our 13 partner firms named to Barron's 2024 List of Top 100 RIA Firms! This ranking honors the nation’s leading wealth managers who continue to set new standards of excellence for the industry. We are so proud of our partner firms for their commitment to client service, growth, innovation, and entrepreneurial spirit. Please join us in congratulating these firms: Buckingham Strategic Wealth | The Colony Group | Williams Jones Wealth Management | Bartlett Wealth Management | Summit Financial Wealth Advisors | Douglas C. Lane & Associates, LLC | Joel Isaacson & Co., LLC | Edge Capital Group | Crestwood Advisors | Badgley Phelps Wealth Managers | Kovitz | Adero Partners | Bordeaux Wealth Advisors https://lnkd.in/eCP8fPjB

As women increasingly take greater control of household wealth, firms must transform their business and client-service models to better attract, retain, and serve women as long-term investors. This week, Molly Bennard, CPA, CFA, President of International Operations at Focus Financial Partners, spoke with Citywire to discuss how hiring practices impact gender diversity within the industry. Read the full article below to learn how RIAs can attract more female talent and adapt to rapidly changing demographics in household wealth. https://lnkd.in/eg7bC7h2

For over a decade, CAIS has been a great partner in helping us scale our alternative investment offerings to meet the unique needs of our advisor network. We’re excited to expand this partnership as part of our Focus Investment Partners program, harnessing CAIS’ one-platform solution to enhance operational efficiency across every stage of the alternative investment lifecycle. Hear more from Michael Nathanson and Matt Brown in their recent conversation below: 

We’re excited to share that our CEO, Michael Nathanson, has been selected as a finalist by ThinkAdvisor as RIA M&A Leader of the Year for his outstanding leadership while serving as CEO of The Colony Group. Under Michael’s leadership, The Colony Group became one of the largest and most recognized firms in the independent advisory space. This recognition celebrates those who excel in leading complex M&A deals. Congratulations Michael!

Filming is in full swing today! Enjoy a behind-the-scenes look at our “FOCUS ON…” conversation series, brought to you by host Michael Nathanson, CEO, Focus Financial Partners. In upcoming episodes, we’ll be discussing the M&A landscape, business longevity, the fiduciary standard, and more. Stay tuned for updates! #FocusOn #BehindTheScenes #IndustryVoices #ThoughtLeadership