Bringing you live news and features since 2006 

Carson Wealth Management Group elects Steve Lockshin to executive board


Steve Lockshin is joining forces with Carson Wealth Management Group's executive board to help guide the growth of the firm's three companies, Carson Wealth, Peak Advisor Alliance and Carson Institutional Alliance.

Lockshin (pictured), founder and chairman of Convergent Wealth Advisors, was elected to the executive board at the group's most recent meeting.
Alongside Ron Carson, founder and CEO of Carson Wealth Management Group, he is the second member of the board that currently holds a top-ten ranking on the Barron's Top 100 Financial Advisor list. Lockshin and Carson each held the second and seventh rankings, respectively in 2013.
"For the last 20 years, Steve has been a trailblazer in the wealth management industry by delivering high-quality service and scale to both investors and advisors," says Carson. "Steve continues to challenge the status quo of the financial services industry and is a true advocate for investors and the fiduciary standard. I am pleased he will bring his first-hand experiences and candour to our group as we position our firm for continued growth."

Latest News

BlackRock's iShares, an undisputed leader among European ETF issuers, pushed further ahead in Q1 with EUR173 billion in trades, triple..
European ETFs raised USD47.8 billion in Q1, a 15 per cent increase compared to the same period in 2023, according..
LSEG Lipper’s March report finds that globally equity ETFs (+EUR113.2 billion) enjoyed the highest estimated net inflows for the month,..
Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs’ share of the US ETF market rose to 8.5 per cent at the...
Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by