STAY INFORMED

Whether it’s a client event, a speaking engagement by one of our professionals, or an instance of The Colony Group in the news, we’ll do our best to keep you updated. This is the place to find the latest on new developments at The Colony Group and in the financial community at large.

The Colony Group In The News

Live From T3 Enterprise: Cybersecurity Networks and Fintech Accelerators

Big things are brewing in advisor technology this week as the annual T3 Enterprise Technology Conference kicks off deep in the heart of the Las Vegas strip.

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Barron's Top 100 Independent Wealth Advisors

The Colony Group’s CEO and Chairman, Michael Nathanson, has been ranked #6 on Barron’s Top 100 Independent Wealth Advisors list for 2017, up two spots from #8 last year and positioning him as the second-highest ranked advisor in New England.

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Scaling Up A $6B Independent RIA Using A Full-Time CEO As Chief Inspiration Officer with Michael Nathanson

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RIA CEO Michael Nathanson on How to Be a Real Leader That Gets Results

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The Colony Group Expands West, Merging With Denver-Based Jones Barclay Boston

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Barron's Top 100 Independent Wealth Advisors

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Some of the Industry's Worst Clichés

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The Colony Group Names Four New Principals

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The Colony Group is certified for fiduciary excellence

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Jennifer Geoghegan Named The Colony Group’s Chief Marketing Officer & Advisor Coach

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The Colony Group Surpasses $5 Billion in Assets Under Management with the Addition of CapGroup Advisors

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The Colony Group Names Four New Principals

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22 Counselors at The Colony Group Recognized as Five Star Wealth Managers™

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Michael J. Nathanson, CEO of The Colony Group, Wins Invest In Others Catalyst Award

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The Colony Group Recognized as a Leading Independent Advisory Firm

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Nineteen Counselors at The Colony Group Recognized as Five Star Wealth Managers™

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Kevin Dolan Named Vice President of The Colony Group

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The Colony Group Announces Colony Women and Wealth Connect, Led By Veteran Financial Counselors Nadine Lee and Elisabeth Talbot

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West End firm merges with Boston company

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Events

Upcoming and Past Events

Awards & Recognitions

Awards and recognitions granted to The Colony Group and its professionals

Ranked 

nationally among top 100 independent investment advisors by Barron’s
(2007; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016; 2017)

Recognized 

nationally among the top 300 registered investment advisers by the Financial Times
(2014; 2015; 2016; 2017)

Ranked 

nationally among the Top 10 High-Net-Worth Advisors by WealthManagement.com
(2015; 2016)

Recognized 

among “FIVE STAR Wealth Managers” by Boston Magazine
(2010; 2011; 2012; 2013; 2014; 2015; 2016; 2017)

Ranked 

nationally among top 50 fastest-growing firms by Financial Advisor
(2012; 2016)

Ranked 

first among Massachusetts-based advisors on Barron’s list of top 100 independent investment advisors
(2009; 2013; 2016)

Ranked 

among the Fastest-Growing Private Companies in Massachusetts by the Boston Business Journal
(2015; 2016)

Ranked 

among “Area’s Largest Independent Investment Advisors” by the Boston Business Journal 
(2007; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016)

Ranked 

nationally among top registered investment advisors by Financial Advisor
(2006; 2008; 2009; 2010; 2011; 2012; 2013; 2014; 2015; 2016; 2017)

Ranked 

nationally among top money managers by Lipper Marketplace Best Money Managers for its U.S. Mid-Cap Equity strategy in the following three categories: 1. U.S. Mid-Cap Growth & Value Equity – (a) top 10 for 40 quarters ending 12/31/11, (b) top 20 for 4 quarters ending 12/31/11, (c) top 20 for 40 quarters ending 06/30/12, and (d) top 20 for 4 quarters ending 06/30/12; 2. U.S. Growth & Value Equity – top 40 for 40 quarters ending 06/30/12; and 3. U.S. Mid-Cap Equity – top 40 for 4 quarters ending 06/30/12

Ranked 

nationally among top 100 registered investment advisors by Registered Rep
(2008)

Winner 

of the national 2010 Best-in-Business IMPACT Award®, part of Charles Schwab & Co., Inc.’s IMPACT Awards program, which recognizes an independent investment advisory firm that has elevated business management to new levels of excellence and achieved exceptional business results

Winner 

of the national 2011 Heart of Financial Planning Award by theFinancial Planning Association, which recognizes professionals or organizations that engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning

Ranked 

nationally as one of top wealth managers by Wealth Manager
(2006; 2007; 2008; 2009; 2010)

Ranked 

nationally among top 100 fee-only financial advisors by Forbes
(2009)

Ranked 

nationally among top 250 wealth advisors by Worth Magazine
(1999; 2000; 2001; 2002; 2003; 2008)

Ranked 

nationally among “Bloomberg’s Top Wealth Managers” by Bloomberg Wealth Manager
(2004; 2005; 2006)