Ron Carson discusses the key drivers behind the rise of the Carson Group, sharing his journey from a Nebraska farm to his tenure with Private Ledger, and on to how he built a nearly $20 billion independent wealth management enterprise.
Lori Love, Advisor Group's chief experience officer, is stepping down to focus on her family, and said in a personal message to employees that her husband had a hard battle with COVID and still has lingering impacts from the virus.
RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion.
Choir hopes to set the standard for conference diversity, with the goal of raising the visibility of women, nonbinary people and people of color onstage at industry events.
A survey from the North American Securities Administrators Association also found that fraudulent schemes using promissory notes, social media and self-directed IRAs worried state securities regulators the most for 2022.
