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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Founder Ron Carson Announces New Role as Chairman; Appoints Burt White as Carson Group's Next CEO
/PRNewswire/ -- Carson Group, one of the fastest growing financial services firms in the U.S., today announced that Founder and Chief Executive Officer, Ron...
Source: prnewswire.com
Ron Carson stepping down as CEO of namesake RIA
Ron Carson, founder of the national wealth firm, is handing over the reins to former LPL CIO Burt White.
Source: investmentnews.com
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
A Record Number of Americans Are Turning 65. That's Great News for Financial Advisors
An impending wealth transfer from baby boomers to millennials signals a transformative era for financial advising.
Source: morningstar.com