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Retrieved on: 2025-01-14 23:03:28
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Summary
The article details Focus Financial Partners' internal reorganization and rebranding efforts, consolidating its RIA firms to create robust financial planning hubs. CEO Michael Nathanson emphasizes their ambition to become a leading fiduciary advisor, relating to 'Financial Planning' by enhancing wealth management services. This aligns with tags like 'Investment management' and 'Wealth management'.
Article found on: www.financial-planning.com
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