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Wednesday, October 21, 2026The Morning Brief →Sign in
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Carson Wealth

In network coverage since September 14, 2026 · 7 stories
Network coverage
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Alaris banker warns slow AI adoption could lower RIA sale multiples

Median RIA valuations reached a record 11.6 times EBITDA in 2025, per Advisor Growth Strategies, and Darby said buyers may read an AI laggard as overstaffed.
Moves · Oct 13Carson Group hires ex-United Bank wealth head Matt Humphrey to run W-2 channel
M&A · Oct 9Carson Group adds $410 million New Jersey RIA Foran Financial from LPL
launches · Sep 29RIAs added 66,233 ETF positions in Q2 and shed 41,489; only 41 funds debuted
M&A · Sep 25Deal counts fell 19%; funded buyers carried the week
Moves · Sep 23Carson Buys a Succession, Not a $145 Million Book
M&A · Sep 14Carson's 50th office is a sourcing milestone with a finite input
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