News |
1 min
March 7, 2020

Breakaway Barometer: The biggest RIA deals in February

citywire articles
Article by Carson Group

Carson Group is adding $182m in assets to its RIA business by buying a stake in a newly merged five-advisor practice in North Carolina and Florida.

Look back at some of the most significant RIA mergers, acquisitions and breakaways of the past month.

Full article on City Wire

Related Content
News |
2 min

Oakeson Steiner Moves $1.2B Practice to Carson Group

Article by Megan Belt

  Oakeson Steiner Wealth & Retirement, announced that it is changing RIAs to Carson Group and joining a growing network of more than 140 advisory firms. The established retirement and investments advisory firm, headquartered in Hastings, Nebraska, brings a legacy of providing tailored financial planning services to individuals, families and businesses in the community. Led by …
News |
4 min

Empowering Change: Carson Group’s 2023 Report on Women in Wealth Management Reveals Industry Challenges and Opportunities

Article by Megan Belt

Despite heightened awareness, gender diversity in wealth management remains stagnant, according to Carson Group’s 2023 State of Women in Wealth Management Report. The report, which provides insights into the challenges and opportunities women encounter in the financial services industry, builds on its inaugural study to deepen the understanding of gender diversity within the industry. “The …
News |
3 min

Meet the 2023 Women in Wealth Management Award Winners

Article by Megan Belt

The second annual Women in Wealth Management Awards proudly unveiled its list of finalists, recognizing the exceptional women in the industry who continue to inspire others while making a significant impact on their profession and communities. The winners were celebrated today at the Excell Represent conference during the Women in Wealth Awards ceremony. The winners …