Displaying 43 results
Carson Group hires former Envestnet, LPL executives to bolster growth strategy
Dani Fava is joining the firm as its chief strategy officer.
Ron Carson stepping down as CEO of namesake RIA
The founder of the national wealth firm is handing over the reins to Burt White, former chief investment officer at LPL.
Carson Group green-lights just 4 bitcoin ETFs
The RIA prioritized 'significant asset growth' and trading volume in selecting two of the ETFs, while the other two are among the least expensive offerings, executive says.
NewEdge Advisors welcomes $262M team from Carson
Nesso Wealth, a Connecticut-based independent practice, is latest to join the growth-oriented RIA.
Carson makes East Coast debut with strategic partnership
The wealth juggernaut gains key footholds with locations in two new markets
Firm takes $1.2 billion practice to Carson Group
President says cutting-edge technology and resources were a big draw.
One-third of female advisors may quit in next 12 months, feeling unsupported
Carson Group report reveals how culture changes are required to move the needle on gender diversity.
Carson Group adds Maryland RIA with $300M in assets
Columbia-based FAI Wealth Management was founded in 1987.
Carson Group’s Jamie Hopkins joining Bryn Mawr Trust
‘My personal mission is to enhance the financial security of Americans,’ says Hopkins, who will serve as the firm's director of private wealth management.
Jamie Hopkins to leave Carson Group
We'll miss his leadership and passion for profession, says RIA
Carson Group parts ways with its first chief technology officer
Nimesh Patel was named to the firm's newly created CTO position in February 2022.
Carson Group adds $5 billion Northwest Capital Management
The firm, with offices in Portland, Oregon, and Seattle, offers both wealth management and retirement plan services.
Carson Group acquires Louisiana firm managing $500 million
The deal for Baton Rouge-based Shobe Financial Group was driven by succession planning considerations.
Vestwell teaming up with Carson Group to expand retirement offering
Vestwell will provide a small business component for Carson Group’s Complete 401(k) offering that will allow advisors to better scale their small-and-midsize business retirement plan practices.
The question most advisors aren’t asking clients about their financial future
Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
Carson Group buys $200 million Massachusetts firm
Its acquisition of Waltham-based Northface Capital Holdings is part of the firm's succession plan.
Study points out barriers to success of women advisers
Nearly three-quarters of respondents to a Carson Group survey note that women must juggle professional responsibilities with caregiving obligations.
Carson Group snags another exec from LPL
Former LPL exec Burt White recruits Ryan Detrick for Carson Group's newly created role of chief market strategist.
Latest strategies for attracting Black college students to advisory careers take long view
Firms are investing in HBCUs and beyond, then creating a spectrum of entry points to financial industry careers.
Accelerate inclusion by adopting agile strategies
Methods honed by the tech and manufacturing industries are surprisingly relevant and effective for workplace culture
