David Copeland Continues His Membership on the CAIS Advisory Council

SWP Principal David Copeland is excited to continue his affiliation with the CAIS Advisory Council.  He enjoys helping them with their mission of broadening access and education to alternative investments for the advisor community.  Read more

Current Events
What We Have Been Reading – Market Commentary & Beyond for April 2024
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets.  We enjoy reading about topics related to economics, investments, current events, and financial planning. In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us. Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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News
Strategic Wealth Partners to Join Kovitz
NEW YORK – April 2, 2024 – Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”).
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