Bringing you live news and features since 2006 

Cerity Partners merges with Karsten Advisors

RELATED TOPICS​

Wealth management and investment consulting firm Cerity Partners has merged with Fort Worth-based wealth management firm Karsten Advisors. 

This is the second merger for Cerity Partners of 2019, bringing the firm to nearly USD22 billion in assets under advisement and eight offices nationwide.

Led by President and CIO Tom Karsten, Karsten Advisors provides comprehensive wealth management advice, including tax planning and preparation.  

“Cerity Partners has proven to be the perfect partner for our firm – we share a core culture and philosophy that true financial advice extends to all aspects of a client’s financial life,” says Karsten. “Much like Karsten Advisors, Cerity Partners offers clients access to financial planners, CPAs and other professionals to ensure that they receive a comprehensive plan that addresses their complete financial situation. This is a concept that is central to how we developed our practice and was an absolute necessity when finding a partner.”

Latest News

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..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
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...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
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