Shared knowledge is shared strength

We believe in the value of ongoing education and the powerful impact of sharing experiences and insights. This active collaboration is the glue that strengthens the bond between client and advisor. Access our latest thinking here.

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A Financial Advisor’s Guide for Helping Clients Face Alzheimer’s Disease And Dementia: Part 2

In Part 1 of this article, we introduced the importance of recognizing cognitive impairment in clients and what to...

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Helping Clients Face Alzheimer’s Disease And Dementia: Part 1

This is the first in a two-part series focused on helping advisors understand what cognitive impairment is and how...

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The Colony Group’s Institutional Practice Certified for Fiduciary Excellence for Eighth-Straight Year

The Colony Group is proud to announce that our Institutional Services team has been certified by the Centre for...

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