GARDEN GROVE, Calif. — Carson Wealth Management, one of the industry's most influential planning firms with more than $8 billion in client assets under management and advisement, is luring in big clients and small ones, too.
The strategic shift amounts to nothing less than a sea change pushed by the furious pace of technological progress and the rapid advance of robo advisers.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access