A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyYou’re reading this editionPrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Thursday, August 20, 2026The Morning Brief →Sign in
ria

Carson Group

In PWD coverage since August 14, 2026 · 9 stories
+2Talent net · 12 months2 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Kurt Mattson
Aug 19 · team liftout
Peterson
Aug 18 · exec change
Kevin Peterson
Aug 16 · exec change
Arrivals
Scott A. Conroy
Aug 17 · from Carson Group
Kevin Peterson
Aug 16 · from Osaic Wealth
Departures
None tracked.
PWD coverage
Moves

Yari Capital ends 30-year Northwestern Mutual run by joining Carson

The Atlanta practice moves with its name and staff intact, giving Carson a 30-year recruiting endorsement.
Moves · Aug 20Carson Group lands $405M Atlanta practice from Northwestern Mutual
Moves · Aug 19Carson taps ex-Osaic exec Peterson to lead independent recruiting
Features · Aug 19Wealth's talent war moves to the C-suite
Moves · Aug 18Two veteran Wells Fargo teams take $580M to Ameriprise and Janney
Moves · Aug 18Carson hires Osaic's Peterson to lead independent channel
The Close · Aug 17Carson hires Osaic's recruiting veteran to lead independent channel
Moves · Aug 16Merrill's $129 billion institutional team breaks away to OpenArc
RIA · Aug 14Estate Planning Seen as Ongoing Service, Not One-Time Event
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.