Carson Group Names Dani Fava As Chief Strategy Officer
The news comes just days after the firm revealed that CEO and founder Ron Carson was stepping down from his role to become chairman of the board.
Source: wealthmanagement.com
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Ron Carson Steps Down as Carson Group CEO
Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.
Source: wealthmanagement.com
RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana
It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.
Source: wealthmanagement.com
Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management
Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth...
Source: lelezard.com
Why Jamie Hopkins Left Carson Group, and What's Next
With this opportunity, I get the best of both worlds, he tells ThinkAdvisor.
Source: thinkadvisor.com