M and A
Deals Of The Day: The Latest In Wealth Management M&A - Carson, Lane Brothers & Co
The latest mergers and acquisitions in the wealth management and associated space.
Lane Brothers & Co, Carson Partners
Lane
Brothers & Co, a wealth management firm with offices in
Prescott and Scottsdale, Arizona, holding $110 million in client
assets under management, is joining the Carson Partners network.
The firm is led by senior wealth advisor, Kevin P Lane, who
founded Lane Brothers & Co in 1990, an early example of the
“breakaway” firm choosing fee-based models. Lane began his career
with PaineWebber.
Carson Group serves more than 36,000 families through more than 130 partner locations across the US. It works with financial advisors and investors through its businesses including Carson Wealth, Carson Coaching, and Carson Partners. All three organizations are based in Omaha, Nebraska.
