Carson Partners News Today

Business notes from across the Valley.

Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.

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/ --Growth-minded financial advisors looking to unlock their true potential are set to descend on Nashvilles Music City Center this fall for one of...

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

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.

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.

/PRNewswire/ -- Carson Group announced the full acquisition of The Shobe Financial Group, a client-centric, full-service financial planning and wealth...

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

PAG 's new CEO; Pitcairn's new role; Core joins Commonwealth; Carson invests in Missouri; Kovitz announces 2nd deal; Dynasty partners with BIS.