Bruce and Jeff connect with Ron Carson, founder and CEO of Carson Group, to talk about the big Burt White news, the details of onboarding him, and how Ron feels about having another big personality on the team. They also get into Ron's mindset going into a relationship with a private equity investor.
The Trump Administration's executive order to open up retirement plans to different kinds of investments raises questions around the fiduciary standard that should be applied.
July is supposed to be a slow month, but InvestmentNews has a fascinating list of stories worth paying attention to.
The InvestmentNews editorial team recaps the twists and turns of the first half of 2025.
Bruce chats with reporter Andrew Cohen, who has covered the RIA industry for InvestmentNews since late March, while crossing over with his old beat covering sports business as the trendy asset class just hit a record-breaking $10 billion team sale.
