Page 82 - Carson Group News Today

The annual awards ceremony will be held in person in New York City on Sept. 8.

Nebraska-based Carson Wealth, which manages $20 billion in assets and has 35 offices, is expanding into Connecticut with the acquisition of financial planning and wealth management firm Karn Couzens & Associates. The 10-person team at Karn Couzens & Associates, which has $800 million in assets, is led by managing directors and wealth advisers Robert A. Karn and Jeffrey P. Couzens. It has offices in Farmington and Wallingford.

Carson Wealth Management will help digitize client experience and support succession for its new Connecticut offices

/PRNewswire/ -- Karn Couzens & Associates, Inc., a full-service financial planning and wealth management firm with offices in Farmington and Wallingford, Conn....

The size of their returns during the past decade belie their negative yields so far this year.

In the first quarter, LPL added 215 advisors and $18 billion in net new assets, even as total assets dropped alongside lower equity markets.

The size of their returns during the past decade belie their negative yields so far this year.

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.

LPL Financial has also tapped Matt Enyedi, head of business solutions, as its new head of national sales and marketing.

Retirement experts explain where the popular bill gets “unnecessarily complicated” and downright odd in a ThinkAdvisor webcast.