Focus Financial Partners has acquired Rollins Financial, a registered investment adviser headquartered in Atlanta that manages $675 million, in a move that expands Focus Financial's footprint in the Southeast.
Rollins Financial was founded in 1990 by Joe Rollins.
The transaction, the terms of which were not disclosed, is expected to close in the second quarter.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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