Carson Group Fully Acquires $1B Iowa Firm

Published on January 7, 2025

The firm has offices in Cedar Rapids and a second location in Las Vegas. The firm’s head said the decision was “our way of ensuring our legacy.”

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Nine Investment Must Reads for This Week (Jan. 7, 2025)

January 7, 2025
Private equity industry execs are preparing to lobby the second Trump administration to allow 401Ks to include private assets, reports the Financial Times. Private wealth investors have provided a lifeline to VCs as institutions have pulled back, according to PitchBook. These are among the investment must reads we found this week for wealth advisors.

Campus Private Wealth Joins Kestra Private Wealth Platform

January 7, 2025
Campus’ founders, Bill Milby and Jason Lindner, wanted to transition to an independent model.