Articles tagged "Michael Nathanson"

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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 — 5:23 AM UTC

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 — 3:54 PM UTC

Mintz Levin sells its $1.2 billion RIA, and Focus Financial nabs the assets through a partner firm

In an all-Boston deal, The Colony Group becomes a $2.5 billion behemoth only months after hooking up with the big New York consolidator

May 31, 2012 — 5:45 AM UTC

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 — 12:37 AM UTC

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 — 4:37 AM UTC
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