IN THIS ISSUE: THE RUNDOWN: Tax Law Update, Tips From the Pros and Technology FEATURES: Estate Planning & Taxation and Fiduciary Professions COMMITTEE REPORT: Elder Care / Special Needs and Ultra ...

In this week’s advisor deals and moves, Carson Wealth snags a $608M firm, RIA holding company Aspen acquires its third firm, and a $580M RIA joins Sanctuary’s independent partner channel.