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.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
