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RIA Roundup: Carson Wealth Adds Locations in Georgia, Montana

It was another busy week for M&A announcements in the RIA space. No less than 10 firms announced deals, representing close to $8 billion in transacted assets.

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Exchange 2024: How Do You Build on Sand?

Exchange 2024: How Do You Build on Sand?
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Excell Represent 2023: Fostering Growth, Building Community and Driving Impact for Women in Wealth Management

Inspiring change and empowering women in the financial services industry is the mission behind Excell Represent. While the journey towards equality is gradual, the financial world is making strides with the representation of women in wealth.

Florida
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Nebraska
Orlando
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Community-at-intention
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Carson Coaching Will Help Advisors Ignite Their Growth Potential

Carson Coaching Will Help Advisors Ignite Their Growth Potential
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Why Jamie Hopkins Left Carson Group, and What's Next

With this opportunity, I get the best of both worlds, he tells ThinkAdvisor.

Maryland
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Phoenix
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Delaware
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