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Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA.

The new role will partly support 55ip, whose CEO, Paul Gamble, revealed last week that he would step down from that post in September.

And less time being defensive.

Rob Pettman is leaving the independent broker/dealer after 17 years to join a fintech firm.

Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

It was a remarkable week in the already indefatigable RIA market, with at least 14 deals announced, two new launches and more than $22 billion in transacted assets.