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Carson Group Buys $5B Northwest Capital Management in Biggest Deal Yet

A year into a new acquisition strategy, Carson has added up-market qualified plan capabilities and offices in the Pacific Northwest.

Ron carsonDavid devoeFred payne jrPartner of wealth solutions jamie hopkinsCarson groupFinancial advisor trust servicesDevoe coNorthwest capital managementCarson wealthManaging partnerWealth solutions jamieManaging directorSenior investment advisor brent pettyEndeavor retirementCarson completeAdvisor trust services

Can ChatGPT Help Fix My Practice?

We posed a hypothetical practice management dilemma facing an advisory firm. Then we asked three experts to weigh in on the merits of the advice.

Marty millerDavid devoeDevoe coManagement magazineWealth managementIvan law

Obituary - Mrs Ruth DeVoe Hill - Statesboro Herald

Obituary - Mrs Ruth DeVoe Hill - Statesboro Herald
statesboroherald.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from statesboroherald.com Daily Mail and Mail on Sunday newspapers.

Matthewh lovettGertrude owensYabbie hillRuby lee walker devoeFrancys johnsonRuth devoe hillJohn willie hillJonathan hillRuth hillNaomi owensDavid devoeBurgess landrum high school in millenFuneral services for mrsMiller grove missionary baptist churchSea island bankMemorial health university medical center

Advisor Attrition Becoming Fate Worse Than Death

Advisor attrition is becoming increasingly common as next-gen talent consider their options and they want ownership.

Jim cahnDavid canterDavid devoeCatherine williamsMartine lellisAlicia chandlerJames hughesDustin mangoneDimensional fund advisorsDevoe coWealth enhancement groupDuring devoe companyLive oak bankDimensional fundPractice management catherineBluespring wealth partners

RIAs May Be Dropping the Ball on Marketing and Referral Initiatives

Up to 5% of revenues should be spent on marketing and sales, say industry experts, as only 12% of advisors are actively seeking referrals.

Angela giombettiCatherine williamsGilbert cookGeorge pattonTim kochisAllison warnerLinda cookTina hohmanPointe warnerJim cahnDavid devoeWealth enhancement groupDevoe companyDimensional fund advisorsAlera groupDevoe special advisor tim kochis

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