How do advisory firms continue growing once scale introduces complexity? What does it take to build a structure that supports independence, client experience and long-term flexibility? In this episode ...

What happens when an advisor leaves the safety net of a big broker/dealer to start fresh—and hand-pick every stitch of technology? For Jordan Raniszeski, co-founder and senior managing partner of ...

Advisor-owned firm builds ahead of demand as private equity and consolidation actively reshape the wealth management industry CHARLOTTE, N.C., June 4, 2026 /PRNewswire/ -- Carnegie Private Wealth ...

LPL Financial LLC has announced the addition of financial advisors James Larsen, Lucas Decker, Kevin Lewis, and Seth Miller to its network, aligned with Carnegie Private Wealth. The advisors, who ...

Today Willow Financial Bancorp, Inc. (“ Willow “) (Nasdaq/Global Select Market:WFBC) announced the acquisition of Carnegie Wealth Management (“Carnegie“). Carnegie is a $200 million wealth management ...

Based in Charlotte’s South Park community, Carnegie Private Wealth is founded by Angie Ostendarp CFP ®, Jordan Raniszeski CFP ®, and Mary Sherrill Ware CFP ®, a highly decorated team of advisors that ...

Carnegie Investment Counsel, a registered investment adviser with $4.5 billion in assets, has bolstered its qualified retirement plan practice with the hiring of 25-year veteran Wendy Eldridge, the ...

SAN DIEGO, March 12, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors James Larsen, CFP ®, Lucas Decker, CFP ®, Kevin Lewis, CFP ®, CEPA ®, and Seth Miller, CFP ®, ...