Page 86 - Carson Group News Today

There’s never a lack of stories about advisors and the advice they offer. As in other years, 2021 was replete with predictions and proclamations about financial direction.

LPL Financial reeled in the largest haul, but RIA consolidators and other rivals also completed mega-moves in 2021.

CIOs from the leading DC record-keepers, aggregators and broker-dealers discussed their greatest opportunities and challenges.

Gensler revamped the SEC, and the legislative highlight of the year was Democrats raising fewer taxes on the wealthy than anticipated.

A year of extraordinary success has put advisors and independent business owners in the driver’s seat.

/PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, has added Omaha native Liz Fishbaugh to its leadership team...

/PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, has added Omaha native Liz Fishbaugh to its leadership team...

Unlike other industry events, there was no agenda. Guests at the RPA event focused on the DC industry’s opportunities and challenges.

FeeX has a three-year-old service lets advisers allocate assets in held-away accounts. It is compliance-friendly and secure, the firm says.

/PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the country, announced the newest addition to its leadership team, Gregg H....