In an effort to give smaller RIAs access to a broader array of services, Ron Carson has launched Carson Institutional Advisory. The new platform includes a succession planning strategy as an added attraction.
Carson, a high-profile wealth manager in Omaha, introduced CIA to provide independent advisors with access to a customized suite of services that allows advisors to focus on building their businesses and serving clients with enhanced transparency, timely communications, and process-driven investment strategies.
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