Ron Carson

Ron Carson’s firm and other major practices within the IBD network praise its choice of a new PE backer.

The future of wealth management melds technology with a human touch, but firms will face challenges.

Data about client behavior will drive better user experiences.

Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

Independent advisors are closing in on the service capabilities of big wealth management firms.

Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.

“Your risk of being audited goes up,” says RIA powerhouse Ron Carson.

Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.