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Deals Of The Day: The Latest In Wealth Management M&A – Carson Group, Three Sixty
Editorial Staff
25 June 2024
Carson Group, Three Sixty Wealth Management Carson Group manages $35 billion in assets and serves more than 50,000 families among its advisory network of 150+ partner offices.
US-based Three Sixty Wealth Management, with $134 million of client assets, has joined Carson Group.
The new joiners comprise a six-person team that is led by founder and chief executive Jim Dischert. The business concentrates on executives in transition, business owners and pre-retirees and retirees.
Carson said Three Sixty can resolve the challenge of providing personalized advice alongside efficient, comprehensive services by joining its network. It cited a study by Cerulli Associates showing that 81 per cent of financial advisors say delivering a high level of personalized client service as a significant challenge.
The development comes a few days after Avery Wealth, a wealth manager based in Jackson, Michigan, joined Carson Group’s network.