Displaying 43 results
Carson Group adds $200 million firm
Diamond Wealth Advisors, which is based in Carlisle, Pennsylvania, has joined Carson Partners.
Carson acquires $800 million team in Connecticut
Karn Couzens & Associates is based in Farmington and led by Robert A. Karn and Jeffrey P. Couzens.
Burt White moves from LPL to Carson Group
As chief strategy officer, LPL's former chief investment officer will join the executive board and report directly to Ron Carson.
Talking trusts: A win-win
As the pandemic and possible tax law changes lead more Americans to think about their estate plans, advisers should take the opportunity to discuss estate planning and trusts with their clients.
5 ways to get your firm unstuck
These activities might help get your firm out of its rut, but it’s up to you to make it happen.
To improve diversity, sponsors must have skin in the game
Sponsorship is a necessary step for the financial services profession to become more diverse and inclusive to the next generation.
RIAs should brace for technology disruption
Fintech experts say the next disruption could come from out of the blue, and that advisers should avoid embracing tech for tech's sake.
Insurance products are morphing into securities
Carson Group Excell conference whets the appetite of advisers looking for fee-based insurance products.
OneDigital hires CIO from Carson Group
Saumen Chattopadhyay fills a role that had been vacant since former OneDigital CIO Jamie Battmer left the company in March.
Arizona RIA managing $370 million joins Carson
Scottsdale, Arizona-based Integrated Wealth Management has a 10-person team.
From reactive to proactive: Ramp up your diversity and inclusion efforts
Given the looming shortage of advisers, the industry must improve its diversity and inclusion efforts so it can attract and retain employees from diverse groups.
Carson Group valued at $1 billion in latest deal
Bain Capital took a minority stake in Carson, one of the largest registered investment advisers in the country with more than $17 billion in assets.
To recruit more women advisers, industry needs to abandon sales culture
A new report from Carson Group taps into the knowledge of 59 female financial planning executives.
Is the Carson Group worth $1 billion?
Just five years ago, the Carson Group had a total valuation of $120 million, or six to eight times less than its current potential valuation. The firm said in October it is looking to raise capital to continue to invest in registered investment advisers and wealth management firms.
Indie RIA managing $163 million joins Carson Partners
Main Street Financial Life Advisors, founded in 1999 by J. Joseph Roman, is based in Moorestown, New Jersey.
RIA managing $172 million joins Carson Partners
Oregon’s Price Financial Group will use Carson's resources, including infrastructure and technology.
Politics and stock surges: Investment experts weigh in
What’s top of mind for investment pros as 2021 kicks off, ranging from Biden administration policies to the GameStop stock market volatility.
Carson Group acquires $200 million firm
Doylestown-based Strategic Wealth Partners is Carson's first foray into Pennsylvania.
Carson Wealth affiliate acquires $126 million RIA
Boston-area RIA Atlantic Capital Management has been bought by Andrew Nigrelli
3 Questions: Carson Wealth organizes good news drive-by
The advisory firm held a 'positivity parade' in Omaha
