What's in a name?

17/01/2025 19 min
What's in a name?

Listen "What's in a name?"

Episode Synopsis

Alex Steger, Ian Wenik and Sam Bojarski weigh in on RIA financier Focus Financial Partners' decision to rebrand its biggest affiliate as 'Focus Partners Wealth,' wealth managers monitoring their advisors' personal phones, and $38bn Steward Partners' decision to pursue a sale.