Browsing Tag
Carson Group
6 posts
Corporate Roundup: Liz Davidson, Laurel Taylor Named Among Leading Female Founders
The latest news from Financial Finesse, Candidly, Carson Group, Athene, and more
Carson Group CEO Steps Down
Chief Strategy Officer Burt White will immediately take over as CEO
Cetera Latest Big Wealth Manager to Jump on Spot Bitcoin ETF Bandwagon
Joins Carson Group in greenlighting use of four of the 10 approved SEC-approved funds for client portfolios as demand spurs BTC to record high this week
Jamie Hopkins to Head Private Wealth Team at Bryn Mawr Trust
Hopkins will move into his new role beginning October
Corporate Roundup: Carson Group Adds $5 Billion RIA, Waverly Advisors Acquires Silicon Hills
The Carson Group announces equity partnership with Northwest Capital Management, Waverly Advisors acquires Silicon Hills Wealth Management, and more
The Most Impactful SECURE 2.0 Provision—and the Big Problem With It: The Carson Group’s Jamie P. Hopkins
The SECURE Act 2.0 is a hot topic, and the Carson Group’s Jamie P. Hopkins is right in…