In May 2016, ifa first reported that New York-based Focus Financial Partners was entering Australia via acquisition of Melbourne boutique MW Lomax. Armed with a war chest and a hunger for more Aussie advice M&A, the move reflected some important trends in the wealth management markets of both countries. In this special episode of The ifa Show, Focus principal Molly Bennard speaks to Aleks Vickovich live at the 17th annual Wraps, Platforms and Masterfunds Conference about the US and Australian independent advice movements and the firm’s plans Down Under.
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