Articles tagged "Colony Group"
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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
February 10, 2014 at 5:23 AM
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
November 25, 2013 at 9:13 PM
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
July 17, 2012 at 3:54 PM
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
October 31, 2011 at 12:37 AM
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
September 23, 2011 at 4:37 AM
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
