Introducing the New ControlOne “Agent” Software, from Total Digital Security

As we step into 2024, it’s time to embrace new beginnings and heightened security for our digital lives. We are pleased to introduce the new ControlOne “agent” software, our...

Embracing The Complete ‘Why’ Of Philanthropy For Maximum Impact

As seen in Worth Magazine Philanthropy fosters family bonds, ensures business longevity, and provides a deeper sense of purpose beyond mere altruism. Mahatma Gandhi once said, “The best way...

AI: The Story is Just Beginning

Artificial intelligence has been part of the academic vernacular since the 1950’s, when computer scientist John McCarthy coined the phrase while developing Lisp, the second oldest programming language still...

Wall Street Backs Off Bets on Fed Rate Cuts

The Colony Group's Rich Steinberg, Chief Market Strategist, spoke with Wall Street Journal in the article "Wall Street Backs Off Bets on Fed Rate Cuts." 

2023 Q2 Market Outlook Webinar Recording: Sifting Through the Known Unknowns

Investor uncertainty has grown significantly over the last year amidst rising geopolitical polarization and tighter monetary conditions. With the collapse of SVB and pressure on the broader banking sector,...

Financial Planning Lessons You Can Learn From Professional Athletes

What is one of the most common characteristics you’re seeing in today’s professional athletes when it comes to their wealth? Scott Morrison: Players are coming in extremely interested in...

Barron’s Way Forward Podcast – Michael Nathanson: What Advisors Can Learn From Charles Darwin

The Colony Group’s Chair and CEO, Michael Nathanson, recently spoke on Barron’s Way Forward podcast. Listen to the full episode and read the article...

Colony Group Wealth Advisors Selected for Forbes’ 2023 Best-In-State Wealth Advisors List

We are excited to announce that four of our wealth advisors are recognized on the 2023 Forbes Best-in-State Wealth Advisors list, developed by SHOOK Research. The advisors acknowledged from...

Investing with Values: Thoughts on the Anti-ESG Movement

There has been much debate, both positive and negative, swirling about ESG investing. What has become known as the “anti-ESG movement” gained significant momentum in 2022. It is not...

The Colony Group’s Susan Miller as a 2023 Massachusetts Collaborative Law Council Visionary Award Recipient

Please join us in congratulating The Colony Group’s Susan Miller as a 2023 Massachusetts Collaborative Law Council Visionary Award recipient. MCLC recognizes innovators in Collaborative Law for their demonstrated...

“Advisors Share the Keys to Long-Term Success”

The Colony Group's Michael Nathanson spoke with Barrons in the article "Advisors Share the Keys to Long-Term Success". Read more here. 

The Colony Group Named in WealthManagement.com’s RIA Edge 100 List

The Colony Group is proud to announce that they have been named one of WealthManagement.com’s RIA Edge 100. The methodology and weighting were intended to give a clear picture...

“Estate Planning? Four Strategies for Leaving Assets to Your Heirs”

As seen in Kiplinger.  When reviewing your estate plan, how you distribute your assets to your beneficiaries isn’t always a simple decision. In addition to determining how to best...

The Colony Group Recognized by Comparably for “Best CEO”, “Best Company for Women” and “Best Company Culture”

Comparably’s “Best Places to Work Awards” Recognizes The Colony Group in Three Categories for Q4 2022  The Colony Group is thrilled to announce that our recognition by Comparably ‘s...

Give Bonds a Chance

For most of the last decade, bond markets offered low risk and low returns. An investment in a 10-year Treasury bond, considered free from the risk of default, offered...

Private Prep x The Colony Group: Webinar

Private Prep’s Director of Curriculum and Director of College Admissions break down your most burning questions about college applications and test...

The Fed is Chaperoning the Party, Not Shutting It Down

It’s a time-honored tradition for kids to throw parties when their parents leave town. In August, they got their chance, as the Federal Reserve (the Fed) had a break...

How to implement sustainable practices at your firm – and avoid backlash

The Colony Group’s CEO and Chair, Michael Nathanson writes about ESG and socially responsible investing in the article “How to Implement Sustainable Practices at Your Firm–and Avoid Backlash”. Read...

The Colony Group Recognized by Comparably for Workplace Culture and Leadership

The Colony Group Honored in the Best CEOs for Women and Best Career Growth Categories BOSTON, July 19, 2022/PRNewswire/ — The Colony Group, an independent, national wealth and business management firm...

THE COLONY GROUP ANNOUNCES PARTNERSHIP WITH THURGOOD MARSHALL COLLEGE FUND SUMMER INTERNSHIP PROGRAM

BOSTON, July 11, 2022 – The Colony Group, an independent, national wealth and business management firm with approximately $19 billion in assets under management, is pleased to announce its...

Freud’s Answers For The Great Resignation

In his latest article, CEO Michael Nathanson discusses how Freud’s theory of ‘love and work’ is the answer to retaining great talent. To read more about what values leaders should...

THE COLONY GROUP APPOINTS CRAIG S. JONES AS CHIEF DIVERSITY OFFICER

Managing Director Craig Jones becomes Chief Diversity Officer as part of a larger company commitment to driving diversity, equity, and inclusion in the wealth management industry and beyond The...

Seeking Alternative Sources of Income- Webinar Recording

Despite the rapid rise in yields over the last several months, many investors have continued to seek higher sources of income for their portfolios that are less sensitive to...

Maybe We Don’t Want Everyone Rowing In The Same Direction

Michael Nathanson shares with Chief Executive Group that “Metaphors like “rowing in the same direction” have their uses but betray the complexity of optimal human interactions within an organization.” ...

THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS

The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...