Carson Group, the Omaha, Nebraska-based hybrid registered investment advisory firm managing more than $12 billion, has acquired Strategic Wealth Partners, a wealth management firm managing $200 million in Doylestown, Pennsylvania.
The deal was an equity swap with the firm’s owners, founders Karl Kimball and Michael Edwards. The transaction will help the firm address succession planning, Kimball said in the press release.
The firm, with its seven-person team, has become a Carson Wealth office, the first in Pennsylvania.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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