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News
Carson Group adds $405M Northwestern Mutual team in Atlanta
3+ week, 2+ day ago (472+ words) Carson Group has expanded its footprint in Atlanta, adding a $405 million advisory practice just days after it hired an industry veteran to help draw more advisor talent into its independent channel. The Omaha, Nebraska-based firm revealed Thursday that it has…...
Merit Financial taps Prizm to bring digital insurance into its wealth management offer
2+ mon, 3+ week ago (486+ words) Merit Financial Advisors has struck a deal with Prizm, a digital insurance platform built for the personal-lines market, giving the national RIA's advisors the tools to weave home, auto, umbrella, and other personal coverage recommendations directly into their clients' financial…...