Carson Group Hits Back at Former Exec's Lawsuit
By Janet Levaux | Dinah Wisenberg BrinThe firm denied wrongfully firing Mary Kate Gulick after she complained about the handling of a sexual assault report.
May 21, 2024
Mercer's Magic Formula for Growing Assets Over 50% in 18 MonthsKey ingredients include in-house estate and tax planning, as well as employee-advisors 100% focused on serving current clients.
May 21, 2024
Targeting Wealthy Clients, Commonwealth Teams With iCapital on Alts OfferingsCommonwealth says the partnership will help it meet growing demand for alternative investments.
May 16, 2024
Schwab Shakes Up Exec Team; Bernie Clark Steps DownJon Beatty, now COO of Advisor Services, will take the helm of the unit on June 28.
May 14, 2024
How to Avoid 5 Mistakes With Client TestimonialsIt's important to establish a publishing process with appropriate guidelines and disclosures in place.
May 14, 2024
More Advisors Plan to Recommend Crypto: SurveyThe advent of spot bitcoin ETFs and a surge in price are piquing advisor interest, Ric Edelman says.
May 13, 2024
Creative Planning Joins Fidelity Referral ProgramCEO Peter Mallouk says he expects a third custodian to become "dominant" along with Fidelity and Schwab.
May 13, 2024
Why Goldman Bought, and Sold, United CapitalExecutives thought they could best serve RIAs by buying one. The reality was not what they expected.