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The Carson Group is embarking on a rebrand it says will align and simplify its various business offerings to improve advisor support and keep up with the forces changing the wealth management industry. Peak Advisor Alliance, which now counts 1,208 member firms consisting of more than 5,000 advisors, is being renamed Carson Group Coaching, while Carson Institutional Alliance, which has $8.56 billion in assets under advisement, will become Carson Group Partners. ...
SunTrust Opens NYC Private Wealth Management Office
Piggybacking on its success in the tristate area, SunTrust Bank announced that it is expanding its private wealth management business to New York City. The five-member team will be led by Robert Weiss, who previously served as a senior executive with J.P. Morgan and a managing director for New York-based Bernstein. ...
Reminder: Social Media Needs To Go On Your Form ADV
Gary Swiman, a partner at Weaver in New York City, posted a good reminder on LinkedIn this week: Beginning Oct. 1, website disclosures on the Form ADV must include all social media pages, such as Twitter, Facebook and LinkedIn. ... |
