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Focus Financial Partners Inc - FOCS STOCK NEWS

Welcome to our dedicated news page for Focus Financial Partners (Ticker: FOCS), a resource for investors and traders seeking the latest updates and insights on Focus Financial Partners.

Our selection of high-quality news articles is accompanied by an expert summary from Rhea-AI, detailing the impact and sentiment surrounding the news at the time of release, providing a deeper understanding of how each news could potentially affect Focus Financial Partners's stock performance. The page also features a concise end-of-day stock performance summary, highlighting the actual market reaction to each news event. The list of tags makes it easy to classify and navigate through different types of news, whether you're interested in earnings reports, stock offerings, stock splits, clinical trials, fda approvals, dividends or buybacks.

Designed with both novice traders and seasoned investors in mind, our page aims to simplify the complex world of stock market news. By combining real-time updates, Rhea-AI's analytical insights, and historical stock performance data, we provide a holistic view of Focus Financial Partners's position in the market.

News
GW & Wade To Join The Colony Group In Major Transaction
Rhea-AI Summary
Focus Financial Partners Inc. announces a merger agreement with GW & Wade, LLC, joining forces with The Colony Group, LLC. The transaction combines GW & Wade's $10.4 billion regulatory AUM with Colony's $21.1 billion regulatory AUM, marking Focus' second intra-partnership merger. The merger is expected to close in Q1 2024.
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Wasserman Wealth Management to Join Focus Partner Firm Buckingham Strategic Wealth, Expanding Buckingham's Presence in Michigan
Rhea-AI Summary
Focus Financial Partners announced that Wasserman Wealth Management, LLC will join Focus partner firm Buckingham Strategic Wealth, LLC. The transaction is expected to close in the first quarter of 2024. Wasserman has utilized Buckingham's comprehensive wealth management platform since 2003, providing investment management and financial planning advice to clients across the country. Managing Member Brad Wasserman expressed confidence in the move, stating that joining Buckingham was a logical step in the evolution of their firm. Adam Birenbaum, Chairman and CEO of Buckingham, welcomed the new team and expressed excitement about the deep history shared with Wasserman. Travis Danysh, Head of Mergers and Acquisitions for Focus, highlighted Buckingham's strength in providing fee-only wealth management services and their potential for another strong year in M&A.
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Mesa Financial Group to Join Focus Partner Firm Buckingham Strategic Wealth, Strengthening Buckingham’s Presence in Atlanta
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Focus Financial Partners (FOCS) announced the definitive agreement for Mesa Financial Group, LLC to join Focus partner firm Buckingham Strategic Wealth, LLC. The transaction is expected to close in Q1 2024. Mesa Financial Group, led by Alfredo Mesa, CFP®, will bring its comprehensive wealth management services to Buckingham, leveraging its resources and support to further serve clients in Atlanta and throughout the country.
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Sutton Wealth Advisors To Join Focus Partner Firm Cornerstone, Enhancing Cornerstone's Southeastern Footprint
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Focus Financial Partners (FOCS) announced the definitive agreement for Sutton Wealth Advisors, Inc. to join Cornerstone Wealth Group, LLC. The transaction is expected to close in Q1 2024. Sutton Wealth is a Tampa-based wealth management firm serving high net worth individuals and families in Florida. The merger aims to provide Sutton Wealth clients with access to Cornerstone's talent and operational scale, while Cornerstone gains a team with deep planning capabilities in a fast-growing market.
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CORRECTION BY SOURCE: Ketoret Capital to Join Focus Partner Firm Telemus Capital, Further Expanding Telemus’ Presence in the Chicago Wealth Management Market
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Focus Financial Partners (Focus) announces a definitive agreement for Ketoret Capital, LLC to join Telemus Capital, LLC, expected to close in the first quarter of 2024. The merger aims to enhance client services and resources, adding talented professionals and a strong client base to Telemus. The partnership reflects a commitment to client care and comprehensive financial planning, providing a seamless transition for Ketoret's team.
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Ketoret Capital to Join Focus Partner Firm Telemus Capital, Further Expanding Telemus’ Presence in the Chicago Wealth Management Market
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Focus Financial Partners (FOCS) announces the definitive agreement for Ketoret Capital, LLC to join Telemus Capital, LLC, expected to close in Q1 2024. The transaction aims to enhance client services and resources, leveraging Ketoret's personalized advice and client-first service with Telemus' infrastructure. The partnership is seen as a strategic fit, adding talented professionals and a strong client base to Telemus' wealth market, reflecting Focus' M&A expertise and extensive industry network.
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Sydney-Based Omega to Join Focus Partner Firm MEDIQ Financial Services, Expanding MEDIQ’s Presence in Australia
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Focus Financial Partners Inc. announced that Omega Financial Solutions and Omega Accounting Solutions will join partner firm MEDIQ Financial Services. The transaction is expected to close in Q4 2023. Omega aims to be a one-stop shop for medical professionals by providing tax, mortgage, insurance, and accounting services. Joining MEDIQ will provide a succession plan for Omega's clients and allow them to capitalize on MEDIQ's resources. For MEDIQ, this transaction represents an opportunity to establish its presence in the medical professional financial services space and expand in Sydney.
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Focus Financial Partners Appoints Dan Glaser as Interim Chief Executive Officer
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Focus Financial Partners announces the appointment of Dan Glaser as Interim CEO, succeeding Rudy Adolf who will retire at the end of the year. Glaser brings over 40 years of experience in the financial services industry and plans to work closely with the leadership team and partner firms.
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33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms
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Focus Financial Partners announces that 33 of its partner firms were named to the Forbes/SHOOK 2023 America's Top RIA Firms list.
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10 Focus Partner Firms Named to Barron’s 2023 List of Top 100 RIA Firms
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Focus Financial Partners Inc. announced that 10 of its partner firms were named to the Barron's 2023 List of Top 100 RIA Firms. Steve Cassaday of Cassaday & Company was also named to both the Barron's 2023 list of Top 100 Financial Advisors and the Barron's 2023 list of Top 100 Independent Advisors.
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Stock FOCS logo
Focus Financial Partners Inc

Nasdaq:FOCS

FOCS Rankings

N/A Ranked by Market Cap
#268 Ranked by Stock Gains
N/A Ranked by Dividends

FOCS Stock Data

3.50B
58.20M
0%
92.66%
4.51%
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New York

About FOCS

focus financial partners is a leading partnership of independent, fiduciary wealth management firms. focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. for more information about focus financial partners, please visit www.focusfinancialpartners.com.