For those who have followed the difficult journey of my son, Joshua Nathanson, he’s needed three more open-heart surgeries since we recorded the interview below, one of which was an emergency; but he’s strong and stable now – and always resilient. This pa…lnkd.in/epm7XQ_P

Getting larger and making more money are nice, but without contribution and purpose along the way, they are ultimately without significance. Listen in! #seekingtheextraordinary #extraordinarylessons #ambition #legacy #contribution #purpose lnkd.in/exT2_t5X

Advisors need to care about financial literacy. Here's why financial-planning.com/opinion/wealth…

As is often the case with satire, the Peter Principle has some foundation in truth but is an exaggeration. It does, however, offer a useful starting point for considering how and why organizations fail to optimize their talent strategies. Chief Executive chiefexecutive.net/borrowing-from…

Are You Really in Control? linkedin.com/pulse/you-real… via LinkedIn

The world is a better place because she lived in it, but it’s so much sadder today. The great Nikki McCray has passed away. Her legacy will be long, powerful, and meaningful. thecolonygroup.com/podcast/the-bo…

Some forms of injustice are subtler than others—and not proscribed by law—so organizations have to do more to mitigate. Three steps to follow. chiefexecutive.net/a-clear-approa…

news.bloombergtax.com/tax-insights-a…

Planning to Give Money to Your Alma Mater? 5 Things to Think About Beyond Taxes. barrons.com/advisor/articl… via @Barronsonline

The four primary warning signs that you are at risk for becoming a naked emperor. chiefexecutive.net/a-ceos-guide-t…

Another one of life's paradoxes ... chiefexecutive.net/tzimtzum-power…

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!

2024 Predictions: Strong Markets, Tougher Regulations, Breakout Growth barrons.com/advisor/articl… via Barron's Advisor

The Top 5 Wealth Management Trends for 2024 barrons.com/advisor/articl… via Barron's Advisor

irei.com/publications/a…

The Age Of Interdependent Financial Advice Is Upon Us fa-mag.com/news/the-age-o…

A Legacy in Planning: Robert Glovsky linkedin.com/pulse/legacy-p… via LinkedIn

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: bit.ly/3z7WP3C

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 bit.ly/4ew4SHN

@"Reflecting on Twenty Years of Service at The Colony Group"linkedin.com/pulse/reflecti… on LinkedIn