Posted on March 14, 2017
Published By Brett Carson Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to …
Posted on March 14, 2017
Published By Brett Carson Financial advisors will have a new regulation to deal with starting April 10: It’s called the fiduciary rule, and it’s the biggest legal change governing the financial advice industry in years.
Posted on February 22, 2017
The Institute for the Fiduciary Standard has added four industry notables to its Board of Advisors, joining Vanguard founder John Bogle and Tamar Frankel, law professor at Boston University. The new advisory board members are former SEC Commissioner Luis Aguilar, noted advisor Ron Carson, a …
Posted on February 22, 2017
Carson Wealth Management, one of the industry’s most influential planning firms with more than $8 billion in client assets under management and advisement, is luring in big clients and small ones, too. The strategic shift amounts to nothing less than a sea change pushed by the furious …
