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Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities, Disability, and Long-Term Care Solutions

Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities, Disability, and Long-Term Care Solutions
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

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This Week in Wealth Management Deals | Wealth Management

This Week in Wealth Management M&A
The mergers, acquisitions and advisor moves you may have missed the week of April 12 to 16, 2021.
According to a recent Fidelity report, there were just over $90 billion in RIA deals across 46 transactions, and $65 billion of money in motion across five IBD transactions in the first quarter of the year. Will the trend continue?
While last week was a lull, April’s second full week saw Wealth Advisor Growth Network, a practice management provider for breakaways, invest in its second firm; a $1.7 billion lift out named Naviter Wealth from regional broker/dealer Stephens.
Recently launched Journey Strategic Wealth tucked in its first advisor team, recruited from Northwestern Mutual and led by Kristin Bartlow who brings $180 million in client assets. ....

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Carson Group Adds $1.8B Advisor Team

Chicago-based Alexander Legacy Private Wealth Management joins the Carson Partners network. ....

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Carson Group Adds Ex-JPMorgan Advisor Team

Carson Group Adds Ex-JPMorgan Advisor Team
thinkadvisor.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from thinkadvisor.com Daily Mail and Mail on Sunday newspapers.

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Carson Partner Kuhlmann Associates Financial Rebrands to Carson Wealth

Carson Partner Kuhlmann Associates Financial Rebrands to Carson Wealth
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NAPA, Calif., April 1, 2021 /PRNewswire/
Kuhlmann Associates Financial, a wealth management firm that has been part of the Carson Partners network since 2016, today announced their decision to affiliate with Carson Wealth. Founder and CEO, Wealth Advisor Kent Kuhlmann, who has streamlined his business with the support and services powering the partnership network, now looks forward to putting the Carson Wealth brand power to work expanding his book of business in the Napa Valley area.
Kuhlmann and his team serve affluent families, business owners, executives and institutions, and currently manage over $100 million in assets for families in 32 states. ....

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