@"Reflecting on Twenty Years of Service at The Colony Group"on @LinkedIn

I'm excited to share a conversation with Dan Glaser in my new series, FOCUS ON... Watch as we delve into how #PrivateEquity shapes independent #FinancialAdvice. #FocusOn #RIA #WealthManagement

I'm excited to share a conversation I recently had with Dan Glaser in a new series I’ll be hosting, FOCUS ON... Watch the first episode here as we delve into how private equity is helping to shape the future of independent financial advice:

A Legacy in Planning: Robert Glovsky via @LinkedIn

The Age Of Interdependent Financial Advice Is Upon Us

The Top 5 Wealth Management Trends for 2024 via @barronsadvisor

2024 Predictions: Strong Markets, Tougher Regulations, Breakout Growth via @barronsadvisor

I'm grateful to every one of the team members of @ColonyGroup; but while recognitions such as this are fun, my gratitude is based on the fact that these outstanding professionals could have chosen other places to pursue their careers but chose to join and stay with us. Thank you!

Another one of life's paradoxes ...