RIA Roundup: Oakeson Steiner Takes $1.2B Practice to Carson Group
Carson Group, Lido Advisors, Snowden Lane Partners, Buckingham Strategic Wealth, Savvy Advisors and Cetera all announced deals this week.
Source: wealthmanagement.com
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Carson Group Buys $5B Northwest Capital Management in Biggest Deal Yet
A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.
Source: wealthmanagement.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