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Articles tagged "Colony Group"


Marty Bicknell: Sales in the wealth division is hand to hand combat, sometimes in the asset manager world, reputation and being on the right platforms drive business on their own.

The explosive growth to $20 billion AUM of Marty Bicknell's second roll-up-like venture, Montage Investments, and where his $8 billion wealth manager fits in
With admirers saying he takes a page from Warren Buffett, the Mariner Wealth CEO 's side bet on disenfranchised, unappreciated A-grade money managers

Monday 2.10.14
Stuart DePina: They wanted to find a reach into the RIA channel and they placed their bet on Tamarac to make that happen.

Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers

Monday 11.25.13
Adam Birenbaum: We all have our own individual management agreements, which is important to understand.

What RIA principals in the Focus Financial family have to say about a rumored deal for the consolidator
Buckingham/BAM, The Colony Group and LLBH leaders see it as business as usual that Summit would want to roll over ownership of its stake

Tuesday 7.17.12
David Canter is bringing an open architecture approach to assimilating intellectual capital at Fidelity.

Fidelity gives its execs a one-day crash course in RIA practice management
As a harbinger of a bigger initiative, the financial services giant called Mssrs. Skiles, Welling, Hurley and Rogers to a room in Boston

Monday 10.31.11
Michael Nathanson: If there is no IPO, we'd still be comfortable holding shares.

A look inside Focus Financial's big deal with The Colony Group
The Boston RIA put the big New York aggregator under a microscope and used high-end lawyers and investment bankers for added vetting

Friday 9.23.11
Sharon Daniels: With the various branches at Banyan, this will give us immediate opportunities to meet personally with more of our clients.

In a triple merger, fast-growing Florida RIA scoops up an LPL advisor and a fellow asset manager to double firm size
More deals involving IBD advisors on the horizon as shift to fees makes combinations possible

Tuesday 1.25.11




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