Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

Focus has been consolidating some of its partner firms since it was taken private by the private-equity firm Clayton, ...

Founded by a North Carolina native and Duke graduate, Plaid is a startup “unicorn” that aims to hire dozens locally this year.

The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.

Focus Financial has announced that Cardinal Point Capital Management, a Toronto-based firm that first affiliated with Focus ...