Cardinal Point Capital Management joined Focus in 2021, specializing in “cross-border wealth management.” Focus CEO Michael Nathanson said the firm would lead Focus’ “consolidation and expansion efforts in Canada.”
Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy Capital Advisors, with about $640 million in client assets.
In an Indiana state court filing this week, the parties agreed to cover their costs. The suit sprang from a dispute over EverNest’s attempt to buy back a management interest in its firm from Sanctuary.
Bill Good and Frantz Widmaier of Bill Good Marketing offer advice on the value of content, the referral process, building strategic partnerships, CRMs and technology, and more.
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