News, Comment & Analysis results for Colony

Strategy
January 15, 2025

Focus Rebrand Strengthens Drive To National Prominence

Our US correspondent examines a rebranding exercise that Focus has carried out after its move a

Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

People Moves
December 17, 2024

Summary Of North American Wealth Management Senior Moves – October 2024

A roundup of moves in the industry during October.

Strategy
November 21, 2024

Behind The Scenes: Private Equity Chief Offers Rare Insight Into RIA Strategy

Our US correspondent, who is reporting from the annual IMPACT conference of Charles Schwab in San

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

Comment & Analysis results for Colony

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