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With AUM growth stalled since Bain bought $290-million stake in 2021, Carson Wealth is seeking greener 401(k) pastures by choosing Vestwell's 'dirt cheap' fees

The Omaha, Neb., RIA slid below $19 billion by end of 2022 but has a deal with Vestwell to encourage its RIAs to seek 401(k) plans

Author Lisa Shidler January 18, 2023 at 3:33 AM
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Ron Carson: At Carson, this all points to becoming a single source of truth for our clients.
Brooke Southall and Keith Girard contributed to the editing of this article.


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Mentioned in this article:

Carson Group
Consulting Firm
Top Executive: Ron Carson



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