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Carson Group

In PWD coverage since August 14, 2026 · 13 stories

+4Talent net · 12 months4 in · 0 out

Talent flow · 12 monthsOn the wire →

Net +4 · 4 arrivals · 0 departures

Aug 19 · team liftout

Aug 18 · exec change

Aug 16 · exec change

Arrivals

Aug 20 · from Northwestern Mutual

Aug 20 · from Wells Fargo Advisors Financial Network

Scott A. Conroy

Aug 17 · from Carson Group

Aug 16 · from Osaic Wealth

Departures

None tracked.

PWD coverage

Deals & PE

VastAdvisor's three insider backers are the deal

A $1 million SAFE from advisor-side insiders says more about distribution than technology.

Moves · Aug 21LPL and Raymond James land $590M in advisor moves

Features · Aug 21Independent platforms pull $2.93 billion from legacy employee books

Moves · Aug 21Carson pulls $1.76B Wells Fargo team into its independent channel

Moves · Aug 20Yari Capital ends 30-year Northwestern Mutual run by joining Carson

Moves · Aug 20Carson Group lands $405M Atlanta practice from Northwestern Mutual

Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting

Features · Aug 19Wealth's talent war moves to the C-suite

Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney

Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel

The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel

Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc

RIA · Aug 14Estate Planning Seen as Ongoing Service, Not One-Time Event