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Showing 11 - 17 of 17 results for "Focus Financial"

Private equity firm confirms $2.2bn bid

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... as its legal advisor. This news follows KKR's acquisition of a majority stake in international advice network Focus Financial in April.

Investment group takes majority stake in global advice firm

ALEX BURKE  |  THURSDAY, 20 APR 2017
An investment consortium will acquire a majority stake in international advice network Focus Financial, which recently acquired a Brisbane advice firm with MW Lomax and has expressed further plans for its Australian expansion. In the past, Focus has ...

Focus Financial looking for more local partners

KERRIE SYDEE  |  THURSDAY, 19 MAY 2016
Having announced their first Australian investment last week, Focus Financial Partners is hoping to partner with more Australian firms who are looking for a partner rather than just an investor. Raijini Kodialam, co-founder and managing director of ...

Focus Financial expands into Australia

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Focus Financial Partners, a leading international partnership of independent fiduciary wealth management firms, has partnered with Melbourne based, MW Lomax, the first Australian firm to join the Focus network. The partnership represents a significant ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
The Financial Planning Association (FPA) has revealed the winners of the Associate Financial Planner of the Year Award, the Student of the Year Award and the Gwen Fletcher Memorial Award. The winner of the 2015 FPA Associate Financial Planner (AFP) ...

Finsia award nominees announced

ELISE BURGESS  |  THURSDAY, 6 OCT 2011
... Chris Browne, Financial Design for Life, Matthew Foy, Hemisphere Corporate Services, Blake Halligan, Optimum Life Focus Financial Planning, Natasha Mandie, Credit Suisse, Jarrod McDonald, JP Morgan Chase, Michael Milne, Craigs Investment Partners, Trevor ...

New take on old fee debate

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 25 JAN 2008
... fee debate. But how about charging performance-based fees the way a fund manager does? Tim Swift, director at Focus Financial Planning, said that would sound good in theory but not so easy in practice. "Definitely, most clients are probably along the ...
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