Carson Group Acquires Tax-Focused Team, Names Chief Tax Strategist

Published on January 13, 2025

Acquiring Taylor Financial Group will allow Carson Group advisors to better manage clients' complex tax scenarios.

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Kestra Names John Amore as Next President

January 13, 2025
The current Wealth Management Head will take over as president of Kestra Financial in April, succeeding Stephen Langlois, who will stay on as a senior advisor to aid in the transition before retiring at the end of the year.

MAI Acquires $662M California Firm

January 13, 2025
Concentric Wealth Management represents MAI’s second West Coast acquisition in 2024.