Asset Management
What's New In Investments, Funds? - Carson Coaching, FIG
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The latest offerings in investments, such as funds and structured products, and other notable developments.
Carson Coaching, FIG
Carson
Coaching, the US firm working in the wealth management space,
has partnered with Financial
Independence Group to power Carson’s insurance
solutions.
The agreement follows Carson’s recent integration into FIG’s Elevate platform, which gives users access to industry experts and their ideas on how to grow a business and retain clients.
The latest arrangement integrates Carson’s wealth management, technology, processes and financial advice with FIG’s suite of income and protection solutions.
“Carson and FIG will bring an unparalleled insurance planning platform and integrated offering to the independent RIA and hybrid advisor community,” FIG co-chief executive Mike Mullan, said.
For a previous recent story about these firms, click here.