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Private Wealth Daily
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Kevin Peterson

Carson Group · Reported Aug 19
In network coverage since August 17, 2026 · 5 stories
Network coverage
Moves

ICG next moves $2.3 billion from LPL to Osaic, citing platform and deal support

The Wall Township, N.J., firm launched with LPL in 2019 and has nearly tripled since, according to Osaic; it plans to grow through recruiting and acquisitions.
Moves · Aug 20Carson Group lands $405M Atlanta practice from Northwestern Mutual
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel
The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel
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