intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum…