Page 88 - Carson Group News Today

The panelists said they’re still seeing a huge increase in merger and acquisition activity.

14 Min Read John Eubanks, a director and CFP at Park Sutton Advisors, an investment bank in New York that specializes in financial services firms, says that private equity shops buying minority stakes in advisory firms “is a recurring theme right now.” The investments are attractive, he says, because of the growing profit margins at RIAs, an upswing that has led to “a premium in valuations being paid now.” Independent advisor practices have been in a flurry of mergers and acquisitions f...

Mary Kate Gulick joins the RIA from TD Ameritrade Institutional. The Carson Group has named Mary Kate Gulick as its new chief marketing officer. Gulick, who will report to Jamie Hopkins, managing partner of Wealth Solutions at Carson, previously served as director, digital and content marketing and senior manager of brand and creative with TD Ameritrade Institutional. Prior to that, she also served as marketing operations manager/creative director at IBM. She left TDAI in October 2020 a...

The Chamber Academy, the knowledge arm of the Ceylon Chamber of Commerce has joined hands with Hutchison Telecommunications Lanka (Pvt) Ltd and London Stock Exchange Group – Sri Lanka to host a timely webinar on the amendments that were introduced to the Inland Revenue Act. The virtual discussion will be beneficial for corporates and individuals...

Onramp Invest is providing visibility into clients heldaway crypto assets, enabling opportunity for planning—and billing. Portfolio management technology provider Advyzon is integrating with Onramp Invest, a cryptocurrency “integration platform as a service,” according to announcements by Advyzon and Onramp Invest. Also integrating with Onramp Invest are indices provider CF Benchmarks and crypto custodians Gemini and Prime Trust. An integration with CRM provider Wealthbox is “on...

The war for risk analysis gets ugly Market leaders Riskalyze lashed out at competitors over differences in methodologies, but the allegations opened up interesting questions about the technologies under the hood at risk analysis providers. May 17, 2021 3 MINS The battle for risk analysis dominance took a nasty turn last week when market leaders Riskalyze Inc. blindsided competitors with a campaign alleging the use of guesswork models that produce “wildly inaccurate” re...

Riskalyze Campaign Attacks Orions HiddenLevers, RiXtrema Citing fiduciary responsibilities, Riskalyze CEO Aaron Klein is publicly targeting the wildly inaccurate and predictive guesswork of his competitors. A long-simmering confrontation in the advisor technology space is spilling into public view. Riskalyze co-founder and CEO Aaron Klein is launching a highly visible campaign to discredit the risk methodologies used by competitors. Squarely in the crosshairs are risk analytics platfo...

As companies inch closer to returning to the office, flexibility is key Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isnt vaccinated. May 7, 2021 6 MINS As more people receive vaccinations and local economies start to slowly reopen, the broader financial services industry is preparing for how and when to start bringing workers back into offices, while navigating the delicate issue of who ...

Organic, Inorganic Growth Fuel Significant Expansion of Carson Wealth Services in Chicago and Northwest Indiana News provided by Share this article Share this article CHICAGO, April 27, 2021 /PRNewswire/ -- Mark McCallum, CFP®, MBA, Managing Partner at Carson Wealth Chicago, established in 2019, today announced a significant expansion of services and resources across Chicagoland and Northwest Indiana. Wealth Advisors Mark Anleitner, CFP®, and Gregory Worcester, CFP®, are joining Carson Weal...

Chicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network.