Editor’s note: This story has been corrected.
Carson Group, an RIA with $20 billion in assets, has acquired Karn Couzens & Associates, a Farmington, Connecticut-based independent firm with $800 million in assets under advisement, Carson announced Tuesday.
Karn Kouzens has offices in Farmington and Wallingford, Connecticut.
The 10-person firm is led by Robert A. Karn and Jeffrey P. Couzens and had been affiliated with Royal Alliance. Karn founded the firm in 1987 with Jim Couzens. Jeffrey Couzens, Jim Couzens’ son, joined the firm in 1997.
Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.
The wealth tech firm is rolling out its "Do Anything" assistant as leaders and strategists tout the next evolution of artificial intelligence.
Appeals court overturns SEC’s CAT funding plan, broker-dealers face new uncertainty.
TradeStation Securities' communications violated industry rules, including falling short on describing the risks involved in investing in volatile crypto assets.
Meanwhile, a father-son pair of advisors and ex-marines from ex-Edward Jones gives Kingsview its newest location in Arkansas.
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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.
