Oakeson Steiner Wealth & Retirement, which manages $1.2 billion in client assets, has switched RIAs, leaving Resources Investment Advisors for Carson Group.
The practice, which is headquartered in Hastings, Nebraska, is led by president and wealth advisor Josh Yost and has a team of 13 wealth advisors and client services staff. It joins Carson’s growing network of 150 advisor firms.
“At the forefront of creating better solutions for clients, our move to Carson Group aligns perfectly with our goal of providing enhanced services through cutting-edge technology and resources," Yost said in a press release. "We are excited to build on the solid foundation set by our founding partners and elevate our client experience to new heights."
Oakeson Steiner sought a partner that could offer a robust technology platform, marketing and compliance support, allowing them to focus more on their clients.
“We are thrilled to welcome the Oakeson Steiner team to our community of growth-minded advisors,” said Gregg Johnson, national sales director for Carson Group. “Their client-centric approach and innovative mindset align perfectly with our mission to drive business success and establish ourselves as leaders in financial advice."
Maintaining sole ownership, Yost and his team will continue to lead the day-to-day operations of the firm.
Carson Group currently manages $31 billion in assets and serves more than 48,000 families.
Indivisible Partners builds on its strategy to take turf in the independent space with its latest move in Colorado.
LPL's latest addition, a San Diego team defecting from RBC, represents a milestone for the broker-dealer giant's Strategic Wealth model for wirehouse breakaways.
The new legislative proposal, which includes more aggressive cuts to Medicaid and a lower SALT cap, threatens a goal of passing President Trump's tax-cut legislation by July 4.
The deal for the Audax-backed RIA based in Boston gives Osaic a strategic foothold to attract more advisors and clients across the wealth spectrum.
‘Revenge tax’ on foreign investors could be scrapped in new version.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
