Subscribe

Carson Group adds $200 million firm

carson diamond wealth

Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.

Diamond Wealth Advisors, a Carlisle, Pennsylvania-based wealth firm managing $200 million, has joined Carson Partners and will use the firm’s corporate registered investment adviser, CWM Inc.

The firm remains independently owned by the firm’s CEO, founder and wealth advisor, Jim DeGaetano, Carson Group said in a press release Wednesday.

[More: Carson acquires $800 million team in Connecticut]

Scared to hold bonds as rates rise? Try an annuity for size

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print