Ron Carson quickly sees benefits of converting his practice to an RIA
Positive client feedback centers around faster flow of information under new compliance arrangement
Mike Byrnes
Size does matter.
Congrats to Ron Carson who out grew LPL and is now making the most out of his decision to convert his practice to the RIA model.
Mike Byrnes, President
Byrnes Consulting, LLC
http://byrnesconsulting.com/
http://twitter.com/ByrnesConsultin
George Lynn
Related Moves
Burt White is busy re-staffing Carson Wealth with trusted non-Carson executives but the new CEO is caught in classic Catch-22 as villain and white knight in alleged sex assault suit
The case raises questions about the perils of how RIAs deal with sexually charged allegations in the financial services workplace.
April 26, 2024 at 2:50 AM
Ron Carson is out as Carson Wealth CEO three years after Bain buys a big stake and subdued asset growth persists; Ron Carson pivots life toward leading a 'movement'
The majority owner of the $35-billion RIA remains chairman but will shift focus to 'humanitarian' concerns
April 10, 2024 at 2:54 AM
Christa Carone, an ex-Fidelity and Xerox marketing whiz, steps onto a slippery slope at LPL with a daunting task -- to consolidate a NASCAR size brand portfolio... or not?
With no CMO since August, the chief marketing officer will play catch up for a company still hungry to buy more branded B2B and B2C players.
April 2, 2024 at 1:28 AM
How a white senior vice president at an LPL OSJ came to hire a former black minister as recruiter despite the latter's pledge to make it 'uncomfortable' at times
Rob Sandrew hit it off with Keith L. Frasier, willing to speak up on racial and racial justice issues, who also checks all the boxes for attracting talent and assets at a firm that recruited $2 billion last year
August 19, 2020 at 2:18 AM
See more related moves
LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold
Carson Group
Consulting Firm
Top Executive: Ron Carson
