M and A

Deals Of The Day: The Latest In Wealth Management M&A - Carson

Editorial Staff 30 May 2019

Deals Of The Day: The Latest In Wealth Management M&A - Carson

The latest mergers and acquisition activity in the world's wealth management sector.

Carson
Driven Wealth Strategies, a $330 million wealth management firm located in Wichita, Kansas, said that it is affiliating with Carson Partners.

Managing partners Karsten Bond, Brent Dome, and Chad Phipps lead a 12-person team and decided to affiliate with Carson to provide the organization with enhanced resources and services.

As with other advisors who have affiliated with Carson Partners, Bond, Dome, and Phipps will maintain ownership of the firm and remain the strategic decision-makers for all business decisions and operations, Carson said in a statement yesterday.

Register for WealthBriefingAsia today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes