Articles tagged "PEAK Advisor Alliance"


Ron Carson: The more I stepped back the better. I even shocked myself.

What to make of Ron Carson selling 29% of his empire for $35 million -- and how he's evolved his no-pain, no-gain approach to attract a new generation of talent
Improbably, the master motivator of Omaha is seeking a few good millennial slackers en route to building a firm that exudes as much silicon as charisma

Tuesday 7.12.16
Ron Carson: There was a lot more to [acquisitions] than we thought.

Ron Carson launches roll-up/TAMP-like venture with Envestnet, TD Ameritrade and Advizent as puzzle pieces
The biggest of LPL's affiliates shows a walk-before-run approach to inorganic growth

Monday 9.24.12
Ron Carson: There is talk of a ‘seismic shift’ having started in our industry, a shift to true independence.  Let me tell you something – it hasn’t even truly begun.

LPL's biggest advisor rallies his proteges Nebraska style
Ron Carson brings his Peak members to his home base of Omaha and surprises them with a famous, and local, coach

Friday 10.14.11
Ron Carson is getting information to clients faster: 'Now we have our own compliance process.'

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

Wednesday 7.20.11
Dave Welling may play a pivotal role in whether Advent's Black Diamond acquisition makes the combined entity more like the Google or Microsoft of portfolio management systems.

Five recent articles that show the RIA business just keeps hitting milestones
Advent buys Black Diamond, Carson goes RIA, Duran champions consolidation, Schwab goes full-out into franchises, Brightscope grades RIAs

Tuesday 6.21.11
Ron Carson is training -- and recruiting -- out in the Arizona desert.

Eavesdropping: Ron Carson gets an electric reception at his PEAK event, and calms the waters surrounding his new RIA
A peek inside the Excell conference

Friday 5.6.11
Success for Ron Carson (far left) is measured in summits, both of the mountaintop variety and billions of AUM. LPL's soon-to-be mega-RIA principal is photographed here on Mt. Ranier south of Seattle.

Why exactly is Ron Carson forming an RIA and why is it happening now?
LPL still works as a custodian for his $3-billion practice, but the lack of custodial flexibility was hurting his plan to bring on scores of new partner firms

Wednesday 5.4.11

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