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On an earnings call this week, CEO Kurt MacAlpine said to expect more acquisitions at a less frenzied pace than past years as the company continues to pay down debt.
Dee Morgan will take a more proactive approach to acquisitions of both broker/dealers and RIAs, whether that's through minority, majority or 100% stakes.
Industry sources say Focus Financial Partners' new private equity owner plans to merge the sprawling ecosystem of firms into a small number of its existing entities.
Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.