News, Comment & Analysis results for The Colony Group

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

People Moves
October 7, 2024

Who's Moving Where In Wealth Management? – Perigon

The latest moves, appointments and personnel changes in North American wealth management.

M and A
September 10, 2024

Summary Of North American M&A In Wealth Management – April, May And June 2024

A summary of M&A moves in the second quarter of 2024.

M and A
July 24, 2024

Alternative Investment House Buys Stake In $2.6 Billion RIA; M&A Growth Remains Strong

A deal announced yesterday is another example of the vigorous M&A activity that has been a feature

M and A
July 16, 2024

Mid-year RIA M&A Market Report: Winners, Losers And Trends

After the half-way point of 2024, our US correspondent looks at the M&A arena to see who has

M and A
May 7, 2024

RIA Blockbuster: Colony Merges With Buckingham

Our US correspondent dives into the details of a large M&A deal in the North American wealth

Philanthropy
May 6, 2024

The Life Arc Of A Philanthropist: Seven Stages Of A Life Of Giving

The art of giving to create a positive impact on society is a "dynamic journey," the author of this

Strategy
February 6, 2024

EXCLUSIVE: Revamped Focus Financial Faces Delicate Balancing Act

The newly-installed president of Focus Financial gives his first interview since being named in the

Strategy
October 26, 2023

AI, Rough TD Transition, And RIA "Runway" Highlight Schwab Conference

Reporting this week from Philadelphia, US correspondent Charles Paikert outlines takeaways from the

Emerging Markets
October 23, 2023

India’s New Growth Drivers

This article examines the ingredients of India's rise as an economic and business power, and the

Comment & Analysis results for The Colony Group

Strategy
January 6, 2021

A Rich Menu: The Colony Group's CEO Trumpets Segmentation Stance

An enduring debate in wealth management is how advisors should segment clients, or should they at