Oakeson Steiner Wealth & Retirement, which manages $1.2 billion in client assets, has switched RIAs, leaving Resources Investment Advisors for Carson Group.
The practice, which is headquartered in Hastings, Nebraska, is led by president and wealth advisor Josh Yost and has a team of 13 wealth advisors and client services staff. It joins Carson’s growing network of 150 advisor firms.
“At the forefront of creating better solutions for clients, our move to Carson Group aligns perfectly with our goal of providing enhanced services through cutting-edge technology and resources," Yost said in a press release. "We are excited to build on the solid foundation set by our founding partners and elevate our client experience to new heights."
Oakeson Steiner sought a partner that could offer a robust technology platform, marketing and compliance support, allowing them to focus more on their clients.
“We are thrilled to welcome the Oakeson Steiner team to our community of growth-minded advisors,” said Gregg Johnson, national sales director for Carson Group. “Their client-centric approach and innovative mindset align perfectly with our mission to drive business success and establish ourselves as leaders in financial advice."
Maintaining sole ownership, Yost and his team will continue to lead the day-to-day operations of the firm.
Carson Group currently manages $31 billion in assets and serves more than 48,000 families.
The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.
While it's a useful rule of thumb, wealth industry experts agree Social Security benefits, retirement income planning, and individual expenses should also be factored in.
The holdout optimist from Wells Fargo sees market "past peak uncertainty" as trade war fears push many cheerleaders to pare back their predictions.
Last year's standout winners reflect on their triumph as the wealth industry gears up for another unforgettable night in New York City.
Financial advisors are becoming a bit more leery that fees, particularly for their wealthiest clients, are on the verge of taking a hit.
From direct lending to asset-based finance to commercial real estate debt.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
