Focus Partners Advisor Solutions

06/16/2026

That's a wrap on AICPA ENGAGE 2026! We had a great time connecting with attendees, sharing insights, and discussing the challenges and opportunities facing today's accounting and finance professionals. Thank you to everyone who stopped by Booth 224. We enjoyed meeting you and are already looking forward to next year!

06/15/2026

What your clients see is what matters most. For Founder and Senior Wealth Advisor Angela Johnson of Worthen Financial Advisors, it comes down to this: “My clients don’t even know what’s happening behind the scenes… they just know they’re getting reliable advice from someone they know, like, and trust.”

When everything runs smoothly in the background, you can focus on delivering a quality client experience. See how Focus Partners Advisor Solutions can help enhance your clients’ experience.

https://advisor.focuspartners.com/

06/11/2026

Did you know that higher technology adoption translates to higher growth rates in assets under management, overall revenue, and client acquisition? Learn more about Focus Partners Advisor Solutions' dynamic tech capabilities to support growing businesses like yours.

https://advisor.focuspartners.com/

Source: The 2023 Fidelity Financial Advisor Community—Technology Stack Study.

06/10/2026

The future of financial planning is being reshaped in real time. Managing Director Sean Brooks, AIF® CEPA®, shared in a recent webinar that structural forces—including technology, changing client expectations, and demographic shifts—are redefining how advice is delivered and what clients expect. From generational wealth transfer to rapid innovation, the landscape continues to evolve.

Watch the full webinar, The Future of Financial Planning, for more insights:

https://advisor.focuspartners.com/perspectives/the-future-of-financial-planning/

06/04/2026

Our team is headed to Palo Alto! Join us for a complimentary one-day event where we'll share updates on our evolving offering, advanced planning insights, and practical ways advisors are leveraging Focus Partners Advisor Solutions to enhance client outcomes and practice efficiency.

Register today—we hope to see you there!

https://web.cvent.com/event/5721174b-e514-4133-a626-5695b236001b/summary?previewToken=4dd88f7834bff9537ebdc538fd48231b9c43af471f49e035a719ecfe9c60509d0b7a2be2f7226ec0b54dd2f9e1533889281f36529644d0226c9862529a4db8d2

06/03/2026

The “K‑shaped economy” is real—and it’s reshaping how Americans experience money. But what does it mean for your portfolio? In our latest video, Focus’ Chief Investment Officer of Systematic Strategies Kevin Grogan, CFA, CFP®, breaks down the data behind this economic split and explains why the smartest move right now is staying diversified, disciplined, and invested.

https://www.focuspartners.com/resources/investing/the-k-shaped-economy-and-what-it-means-for-your-portfolio

05/29/2026

May 29—also known as 529 Day—is a great reminder to revisit education savings strategies. With tax advantages and long-term flexibility, 529 plans remain a powerful tool in helping families prepare for future education costs. Here's to investing in the next generation!

05/28/2026

Growing a firm is a long game endeavor, and Focus Partners Advisor Solutions is built to support that journey.

Our approach not only elevates the value you deliver to clients but can also help increase the long-term worth of your business. Through strategic, holistic support, we can help you build more valuable, resilient, and sustainable practices, maximizing the return on a lifetime of hard work.

Several members of our team hold Certified Exit Planning Advisor (CEPA) designations, allowing us to support business owners in maximizing enterprise value and preparing for a successful transition on their own terms.

Learn more in our FAQ featured on our website.

The decision to partner with a firm like Focus Partners is one that takes thorough research and exploration. While we always encourage you to connect with a member of our team for a deep dive into your specific situation, here is a list of common questions advisors have about working with us.

05/27/2026

Growth shouldn’t come with friction.

For Financial Advisor Jared Siegel of Aerodigm Wealth, it came down to focus. By partnering with Focus, he’s able to concentrate on the parts of the business that scale and deepen client impact.

The right partner helps remove distractions so your team can do what they do best. See how Focus Partners Advisor Solutions can help support your growth.

05/26/2026

As financial complexity increases, so do client expectations.

Here are nine signs investors may consider to determine if they’ve outgrown their current advisor, plus five things to evaluate when choosing a new one.

https://advisor.focuspartners.com/perspectives/how-to-choose-a-financial-advisor/