Carson's Latest Hires Include Ex-Commonwealth HNW Exec

Published on September 5, 2025

Heather Zack joins the group's private client services team and will report to Dani Fava, chief strategy officer.

Continue reading on website
Other news

Cerity Acquires $4.5B Albany-Based Firm

September 5, 2025
The acquisition of Graypoint follows Cerity's deal to purchase a Boston-based wealth management firm managing about $4.1 billion in client assets earlier this year.

Who Actually Needs to Register as a Broker-Dealer? — SEC Roundup

September 5, 2025
Andreessen Horowitz and the DeFi Education Fund are proposing a "safe harbor" for fintech apps.      Related Stories5 Big Rules on the SEC's 2026 To-Do ListSEC and CFTC Start Bid to Align Agencies' Rules for Wall StreetVanguard, Empower to Pay $25M Over Failures Tied to Advisor Compensation