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Change continues at Focus with Colony-Buckingham merger plan
“Transformational” combination will see Adam Birenbaum lead a wealth giant with nearly 1,200 employees across more than 90 locations.
Focus announces another Colony Group merger
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Focus Financial names new executives
Its new vice chairman and president are both leaders of Focus firms.
Colony Group acquires $691 million RIA
The deal for Derby and Co., which is based in Newton, Massachusetts, is Colony's fifth acquisition this year.
Colony Group to buy $288 million RIA
The Boston-based firm will acquire Calabasas, California-based Legacy Wealth Partners.
The Colony Group acquires $2.8 billion New Providence Asset Management
The deal adds to what is already a record-breaking pace of consolidation in the RIA space, with 100 deals announced in the first six months of 2021.