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Wednesday, August 19, 2026The Morning Brief →Sign in
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Carson Group

In PWD coverage since August 14, 2026 · 7 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Peterson
Aug 18 · exec change
Kevin Peterson
Aug 16 · exec change
Arrivals
Scott A. Conroy
Aug 17 · from Carson Group
Kevin Peterson
Aug 16 · from Osaic Wealth
Departures
None tracked.
PWD coverage
Moves

Carson taps ex-Osaic exec Peterson to lead independent recruiting

Kevin Peterson brings a custody-and-brokerage resume to the firm's independent channel.
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney
Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel
The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel
Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc
RIA · Aug 14Estate Planning Seen as Ongoing Service, Not One-Time Event
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