Deals
RIA M&A veteran joins Accelerated Wealth Partners to drive deal growth
Growth investor brings on Focus Financial alum Josh Bronfman as RIA consolidation hits record pace.
Summary as published by InvestmentNews
More on Focus Financial
Focus Financial hub →Citywire RIA · Oct 27, 7:39 AM ET
$38bn First Manhattan hires dealmaker from FocusRIABiz · Oct 27, 1:21 AM ET
Schwab is the latest to leap on runaway 'Nevis' AI bandwagon with capital backing and a critical endorsementRIABiz · Oct 22, 9:20 AM ET
An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and Anthropic
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