The financial planning firm, founded by Peter Mallouk, launches an eight-figure national television campaign and is, for the first time, looking to buy other RIAs.
Former American College of Financial Services professor Jamie Hopkins is joining Carson Group to build out the firm's retirement research capabilities.
After selling LearnVest to Northwestern Mutual in 2015 and then working as the firm’s first innovation officer, von Tobel is leaving the insurance company to start a new venture.