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Kovitz to Buy $2.6B Focus Firm Relative Value Partners Group

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 02, 2024

RIA NEWS

Kovitz to Buy $2.6B Focus Firm Relative Value Partners Group

The deal is the latest example of Focus Financial’s consolidation efforts and will bring Kovitz to more than $24 billion in client assets.  

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OPINION

George Orwell’s Hidden Warning For Financial Advisors

Dangers abound when wealth enterprises celebrate founders over advisors.

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INVESTMENT

11 Investment Must Reads This Week

Several asset managers have withdrawn from the Climate Action 100+ group, a coalition of more than 700 institutional investors focused on cutting greenhouse gas emissions, reports FundFire. BlackRock’s deal to acquire Preqin could lead to building indexes and ETFs based on private markets. These are among the investment must reads we found this week for wealth advisors.

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RIA NEWS

Wealth Enhancement Group Acquires $254M Texas RIA

Starfox Financial Services represents Wealth Enhancement Group's sixth location in Texas, bringing its total assets to over $85 billion.

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