Industry legend Rudy Adolf describes how the idea of Focus Financial Partners came to be, filling a gap in how independent financial advisors accessed capital, resources and monetized their life’s work, plus the firm’s journey as a public company...
The proceedings centered on investors harmed by Horizon Private Equity III, an alleged Ponzi scheme concocted by a former Oppenheimer advisor.
Echelon Partners delves into wealth management M&A with industry experts at its 10th Deals and Dealmakers Summit.
Open, honest and candid discussions about the latest news in the RPA industry.
