Focus Financial Partners Announces Merger of Loring Ward with The Buckingham Family of Financial Services
Focus Financial Partners Inc. (FOCS)
Last focus financial partners inc. earnings: 2/20 07:00 am
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Source: GlobeNewswire
NEW YORK, Sept. 27, 2018 (GLOBE NEWSWIRE) -- Focus Financial Partners Inc. (Nasdaq: FOCS) (“Focus” or the “Company”), a leading partnership of independent, fiduciary wealth management firms, today announced that Loring Ward Holdings (“Loring Ward”), a Silicon Valley-based provider of wealth management services to financial advisors and their clients, has agreed to merge with Focus partner firm, The Buckingham Family of Financial Services. “We are very excited to be joining forces with the Buckingham and Focus teams,” said Loring Ward CEO, Alex Potts. “We all share a fiduciary oriented desire to help entrepreneurs, their team members and their clients and are excited about the new opportunities that a combination with Buckingham will bring.” “We are very pleased to welcome Loring Ward to the Focus family. This merger is one of the largest transactions in the history of Focus and is a consummate example of the type of firms we seek to attract and the value we add to our partner firm
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