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Nicklaus: Merger vaults Buckingham to top tier of wealth management industry

Published: May 26, 2024

Buckingham is merging with Boston-based Colony Group to create a firm with more than $50 billion under management, making it one of the nation's top 10 wealth-advisory firms.

Source: stltoday.com

Related Topics:

United StatesNew YorkMichael NathansonJared KiserDavid DevoeDavid NicklausAdam BirenbaumLarry SwedroeKevin GroganJeffrey LevineDevoe CoColony GroupCharles SchwabBuckingham Strategic WealthBoston Based Colony GroupFocus Financial Partners