Daniel Applegarth and Eric Vrba are the latest additions to the C-suite as Carson Group shakes up leadership.

Former leaders at Goldman Sachs, Fidelity, Creative Planning and Wealth Enhancement Group have joined to accelerate the firm's growth as a new multicustodial platform for independent advisors.

Chase R. Crump, a former professional baseball player, has joined the NFLPA Registered Player Financial Advisor program.

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

The $4 billion AUM firm now has 11 offices across the nation.

Private equity participation picked up after a 2023 dip, five deals involving over $20 billion in assets were announced and a couple of new names appeared on the list of top buyers.

The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways.