 Clients have a right to know there won't be an interruption if something happens to their advisor.”
Ron Carson, Founder, Carson Institutional Advisory
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A Succession Solution for Smaller RIAs
Donald Jay Korn | Financial Planning Magazine, June 2013
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Summary: Market Dominator RIAs offer their scale and systems, with varying degrees of autonomy, as a solution to smaller RIAs. Carson Institutional Advisors offers independent advisors a way to establish a succession solution. Ron Carson, of Carson Wealth Management and founder of Peak Advisor Alliance, expects to attract smaller firms and offer them the resources of a very large RIA.
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