10 Best Performing Robo-Advisors: Q3 2024

Published on November 20, 2024

Two recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.

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How Will Trump’s Victory Impact Wealth Management M&A?

November 20, 2024
The election outcome means current tax rates are likely to stay, which could enable some dealmakers to take a bit more time closing ongoing acquisitions.

Carson Partner Acquires Minneapolis RIA to Create $350M Practice

November 20, 2024
MAG Wealth Management has also sold a 30% stake to Carson Group, and it will become the first Carson Wealth branded location in the state of Minnesota.