Displaying 7 results
Carson Group responds to discrimination lawsuit
The company denies allegations that it retaliated against its former chief marketing officer and asked a court to toss her case against it.
What is Carson Group without Carson?
Leadership changes and damaging lawsuit happened just as the company's founder stepped out of the CEO role.
Ron Carson stepping down as CEO of namesake RIA
The founder of the national wealth firm is handing over the reins to Burt White, former chief investment officer at LPL.
The question most advisors aren’t asking clients about their financial future
Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
Burt White moves from LPL to Carson Group
As chief strategy officer, LPL's former chief investment officer will join the executive board and report directly to Ron Carson.
Ron Carson’s jump from LPL a big win for Cetera
CEO Robert Moore proves he's not afraid to go toe-to-toe with LPL to recruit top advisers.
Ron Carson partners with Fidelity to launch practice management program
Open to Fidelity's custody clients, advisers will have access to an online portal, one-on-one coaching and peer learning opportunities.
