Michael Nathanson has led the company since April 2024. Prior to that he led The Colony Group, one of its predecessor firms.

Adam Birenbaum Named Incoming Chief Executive Officer, Michael Nathanson to Transition to Chairman Focus Financial Partners ("Focus"), a leading fiduciary advice company, comprising independent wealth ...

As start-up companies grow, founders must evolve their personal identity. Identity blindspots occur when founders don't ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

Millennium Management has backed two more external managers with more than $3 billion in combined capital, the latest in a ...

Wells Fargo , the fourth-biggest U.S. bank, plans to extend its hiring spree in investment banking after new recruits and ...