Editor’s note: This story has been corrected.
Carson Group, an RIA with $20 billion in assets, has acquired Karn Couzens & Associates, a Farmington, Connecticut-based independent firm with $800 million in assets under advisement, Carson announced Tuesday.
Karn Kouzens has offices in Farmington and Wallingford, Connecticut.
The 10-person firm is led by Robert A. Karn and Jeffrey P. Couzens and had been affiliated with Royal Alliance. Karn founded the firm in 1987 with Jim Couzens. Jeffrey Couzens, Jim Couzens’ son, joined the firm in 1997.
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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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