Carson Lands $300M Waddell & Reed Shop

Posted on October 8, 2019

Carson Group has added $1.2 billion in net new assets this year thus far, following the addition of a 12-person former Waddell & Reed team that managed $330 million in assets.

In total, 13 firms have joined Carson in 2019 under its two different affiliation models: equity swaps to join its Carson Wealth Management division and a basis point split to join Carson Partners.

The three managing partners of Driven Wealth Strategies in Wichita, Kansas, scrutinized more than 10 other potential suitors before selecting Carson Partners. The team was drawn to Carson’s vaunted coaching program, Driven partner Karsten Bond said in a statement.

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