Focus Financial Partners, a registered investment advisory holding company, has entered into an agreement to acquire Integer Wealth Advisors Group, an RIA managing $310 million with offices in Philadelphia, Pennsylvania and Atlanta, Georgia.
Integer will become part of JFS Wealth Advisors, a Focus-owned RIA based in Doylestown, Pennsylvania.
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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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