Updated Saturday, July 26, 2014 as of 11:12 AM ET
- Independent BDs
A Rollup Alternative? Carson Wealth Snags Hybrid RIA
by: Teck Lim
Thursday, July 25, 2013

Carson Wealth Management has made its biggest acquisition as the Omaha, Neb., advisory firm with $3.2 billion in assets looks to provide RIAs with a succession planning alternative to the large roll-up firms.

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