Triad Adds Gallagher's $6.3B Retirement Plan Consulting Business
Gallagher and its 90 advisors and nearly $6.3 billion in discretionary assets join the Advisor Group b/d from Kestra.
Source: wealthmanagement.com
📰 Carson Group News
Page 83 - Carson Group News Today
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Carson Group Hires Burt White as Managing Partner, Chief Strategy Officer
/PRNewswire/ -- Carson Group, one of the fastest-growing financial services firms in the country, has hired Burt White as Managing Partner and Chief Strategy...
Source: prnewswire.com
Former LPL CIO Burt White to Lead Strategy at Carson Group
White, who oversaw the transformation of LPL's tech stack, has joined Carson Group as chief strategy officer.
Source: wealthmanagement.com
March 2022 Riskalyze Fintech Five
Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
Securities America Loses Another Recruiter
The departure of Gary Bender comes as the b/d's parent, Advisor Group, has made several key hires over the past year, the firm says.
Source: wealthmanagement.com
Choir Announces First Certified, Inaugural Partner Conferences
Envestnet's 2021 Advisor Summit and Informa Connect's RIA Edge are among the first certified events.
Mark Bruno Sonya Dreizler Liv Gagnon First Affirmative Financial Network Carson Group Excell Choir Certified
Source: wealthmanagement.com
Keeping the sandwich generation on track for retirement
Potential estate planning needs the sandwich generation deal with include long-term care insurance, medical expenses and housing costs.
Source: investmentnews.com
Milemarker Names Kyle Van Pelt CEO
Co-founder and outgoing CEO Jud Mackrill will remain with the firm, WealthManagement.com has learned in an exclusive interview.
Source: wealthmanagement.com
ETFintwit Roundup: March 7 | ETF Trends
March did indeed come in like a lion this year, if #FinTwit is any indication.
Source: etftrends.com