Carson Coaching News Today

The news comes just days after the firm revealed that CEO and founder Ron Carson was stepping down from his role to become chairman of the board.

Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.

Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth...

With this opportunity, I get the best of both worlds, he tells ThinkAdvisor.

Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.

/PRNewswire/ -- The second annual Women in Wealth Management Awards finalists were announced today. The awards celebrate and honor the women (and men!) in the...

Hopkins revealed plans to leave Carson Group earlier this month.

/PRNewswire/ -- Harrison Wallace Financial Group, a leader in financial planning and investment management, today announced its expansion with the opening of a...

A slower week for dealmaking in the RIA space, but Carson made its first acquisition of the year and Buckingham Strategic Wealth has announced its third.