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  1. Burt White has been appointed as the CEO of Carson Group.

Carson Group Appoints Matt Humphrey to Lead W-2 Advisor Channel

1 report, 1 independent Updated 00:00
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What happened

Some supportReported by 1 outlet

Matt Humphrey has been appointed divisional president at Carson Group to oversee its integrated W-2 advisor channel. This hiring follows Carson Group's decision to split its home office teams to dedicate separate teams to its W-2 and independent RIA channels. Humphrey joins the $65 billion RIA aggregator after previously working at Goldman Sachs and United Bank.

From wealthmanagement.com

Why it matters

Some supportBrind's analysis of the reports

The appointment signals a strategic shift by Carson Group to dedicate specialized leadership to its W-2 channel. This move reflects the firm's ongoing efforts to manage and grow its integrated advisory services within the competitive RIA aggregator market.

Burt White has been appointed as the CEO of Carson Group.

From wealthmanagement.com

Who's involved

  • Matt HumphreyDivisional president appointed to lead the W-2 advisor channel
  • WhiteCEO of Carson Group who appointed Matt Humphrey

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Burt White has been appointed as the CEO of Carson Group. All 1 developments

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Coverage

Newest first; wire copies grouped